Your Account
Recommended Settings
Before you start authoring, we recommend that you set up your Paligo instance. There are various settings that we recommend that you put in place. We categorize these settings as:
Recommended System Settings - System settings that affect the entire instance. Typically an administrator-level user applies these when they first set up a Paligo instance.
Recommended Layout Settings - Layout settings apply whenever you publish using a particular layout. Many layout settings are optional and you can alter them to suit your own requirements. But a small number of them are recommended as best practice, so putting them in place is a good idea.
Preferences for Individual Users - Settings that only affect your particular user account, such as your Editor settings. Typically, each user sets these preferences when they first start using Paligo.
We do not apply these settings by default as we need to ensure backward compatibility with previous versions of Paligo.
Recommended System Settings
You will need an admin user account to change the consecutive branching, persistent image filenames and multi-factor login (2FA) settings.
Paligo has some system-wide settings that affect your entire instance. For these, we recommend that you:
Control the Image Filenames in the system settings.
Choose your preferred deletion strategy, see Allow Users to Delete or Force them to Send to Trash.
When you have applied the recommended system settings, move on to setting the Recommended Layout Settings and Preferences for Individual Users.
Recommended Layout Settings
Paligo uses layouts to store all of your preferences for publishing. There are built-in layouts for the various different types of Paligo output, including PDF, HTML, and HTML5. You can also create your own custom layouts for the different output types. To learn more, see Layouts. For each layout that you intend to use for publishing, we recommend that you:
Choose your Filtering Strategy. This determines whether you can use Scoped Filtering. You enable or disable it in the layout settings.
Control the Custom CSS Filename in the layout settings.
Set Up SEO-Friendly and Reader-Friendly URLs in the layout settings. This only applies to HTML-based layouts.
Layouts have many other settings that you can use to customize your outputs to suit your requirements.
To enable the usage of more than 9 subsections in a topic, the checkbox Save can be cleared under Paligo Recommended Rules in the Editor Settings. However, the best way is to Create Subsections with Components.
Preferences for Individual Users
We recommend that each user sets their own time zone and also chooses their own preferences for the Paligo editor. To make your choices, see: