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TitleLeaf Documentation

website·Indexed 32 days ago

https://www.titleleaf.com/

Guides and knowledge base for TitleLeaf, covering product catalog management, data ingestions via Google Doc templates, asset distribution to wholesalers, tax rate updates, and administrative settings including SEO and user privileges.

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What's inside TitleLeaf

  1. Overview of the Sales Reps module

    The Sales Reps module is designed to manage the workflow between Publishers and their Sales Reps, as well as the interactions between Sales Reps and their assigned Customers. Key capabilities within this module include creating quotes, managing customer creation, and generating collection analysis reports.

  2. Overview of the TitleLeaf Distributions module

    The Distributions module is an optional add-on for TitleLeaf used to track and manage the process of sending assets and data to third parties, such as wholesalers, distributors, sales representatives, or epub conversion houses. It functions as an enhanced FTP application, connecting to third-party FTP/SFTP, Webdav, and cloud storage accounts. Publishers are responsible for maintaining the credentials for these third-party accounts.

  3. Overview of TitleLeaf E-Commerce module

    TitleLeaf's e-commerce module is an add-on to the base Content Management solution specifically designed for the book publishing industry. It provides a turn-key solution for monetizing managed content with customizable storefronts.

  4. Overview of Titleleaf Web Content management

    The Content menu in Titleleaf is used to manage data that originates from or is displayed on the website. This data is typically internal and not shared with resellers. Managed content types include Catalog requests, downloads, errata, FAQs, handouts, headlines, links, teaching guides, and testimonials.

  5. Manage book metadata using ONIX and BISG standards

    TitleLeaf provides a relational database designed for the book industry that is closely aligned with BISG and ONIX standards. This alignment ensures compatibility and easier interaction with ONIX-compliant wholesalers and distributors.

  6. Download purchased ebooks from a TitleLeaf site

    To download ebooks purchased through a TitleLeaf ecommerce site, follow these steps:

    1. Sign in to the website using the account credentials used for the purchase.
    2. Navigate to the 'Your Account' overview page and select the 'Download your ebooks' link.
    3. On the 'Purchased ebooks' page, click the 'Download Now' link next to the desired product.

    If a download error occurs, contact the website's support team.

  7. Import assets using TitleLeaf Ingestions

    The Ingestions module in TitleLeaf is used to track and manage data imported into the system. Assets can be ingested using two primary methods: via the web interface (available to all admin users) or via a configured FTP account (available to select admin users).

  8. Distinguish between Product Catalog and Web Content data

    TitleLeaf categorizes data into two primary types based on its purpose and distribution:

    1. Product Catalog Data: Data directly associated with the products being sold (e.g., Products, awards, contributors, editorial reviews, series, and subjects). This data typically originates from the publisher's internal management system and is distributed to wholesalers for reselling.
    2. Web Content Data: Data used in or originating from the website (e.g., Catalog requests, downloads, errata, FAQs, handouts, headlines, links, teaching guides, and testimonials). Unlike catalog data, web content is not distributed to resellers.

  10. Manage blog entries using the Headlines module

    The Headlines module functions as a basic integrated blog for ecommerce sites. It allows for the creation of entries using plain text, HTML, or Textile markup, supporting content ranging from simple text updates to complex elements like embedded videos. The module is located under the Content menu in the administration interface.

  11. Manage and understand Genre records in TitleLeaf

    Genres are managed via the Genres module. Certain Genre records are 'hard-wired' into the TitleLeaf code and cannot be deleted because they are tied to the ONIX standard and wholesaler templates. While the underlying values are fixed for compatibility, the labels for these genres can be overridden on the public site.

  12. Manage Products and Product Formats in TitleLeaf

    In TitleLeaf, a 'Product' acts as a parent entity that can have one or more associated 'Product Formats'.

    • Product attributes are managed via the 'Edit Product' form in the Admin UI (Admin > Catalog > Products) or through the products ingestion template.
    • Product Format attributes are managed via the 'Edit Product Format' form in the Admin UI (Admin > Catalog > Products > Edit Product > Product Formats) or through the product_formats ingestion template.