Compare Rocket Admin Experience vs Documoto Classic

Localization (translation) of Documoto labels / user interface 

Single Location to Access All Admin Features and Managers

Collapsible Main Left Nav Menu to Access All Admin Modules

(modules vary depending on user's user group privileges)

• Dashboard
• Content Admin (formerly known as 'Publisher') 
• User Admin (formerly known as 'Organization Admin') 
• Library Admin (formerly included under 'Tenant Admin') 
• Storefront Admin* (formerly included under 'Tenant Admin') 
• Reports
• Exporter
• Settings (formerly included under 'Tenant Admin') 

Left Nav Menus in Modules to Access Admin Features and Content Managers

Targeted URLs

(i.e. users can share a URL directly to the editor for a piece of content, or to any specific page in Rocket Admin)

Copy and Paste Text and Lists 

Branded Admin Interface

'Edit' from Library Button

• (Only Available for Users with Publisher Privileges Enabled)

Improved Error Messaging throughout Admin Modules

Dashboard Page

• Beta Resources
• Quick Links
• Helpful Resources
• In-App Release Notes

Tenant Snapshot

• Content Counts
  • Count of All Content
  • Total # of Media
  • Total # of Pages
  • Total # of Parts
• User Counts
  • Total # of Enabled Users
  • Total # of Enabled Publisher Licenses
  • Count of Organizations

Recently Edited

• (Only Available for Users with Publisher Privileges Enabled)
• Preview of Last 10 Edited Parts, Pages, Media, and Templates

Content Grids - Simplified Filtering and Searching

• Combined Name & Identifier Filters
• Additional Filter Toggle
• Column Picker
• Merged 'Indexed' and 'Recently Created' 

Content Grids - Filters Only Apply to Indexed Content

Content Grids - Filters - Filter on 'Created' Date

Content Editors - Navigation - Simplified Sub-Navigation Menu for Properties & Actions

Content Editors - Navigation - Back Arrow always Available to Return to Content Grid

Content Editors - Thumbnails - Ability to Drag & Drop Thumbnail Images

Content Editors - Comments - Simplified Access Controls & Organization Ownership Visible

Content Editors - Related - Ability to Multi-Select and Delete

Content Editors - Related - Split 'Attachments' and 'Related' into Individual Editors

Content Editors - Attachments - Simplified Access Controls & Organization Ownership Visible

Content Editors - Attachments - Ability to Drag & Drop Attachment Files

Part Grid - Sort on Supplier Key

Part Grid - Filter on Supplier Key

Part Grid - Column Picker to View Additional Part Information: 

• UOM
• Orderable
• Visible
• Indexed

Part Grid - Add Part

Part Editor - Standard Part Properties

• Info
• Thumbnail
• Tags
• Comments
• Related
• Attachments
• Where Used

Part Editor - Pricing

Part Editor - Order Suggestions - Grid

• View and Sort On
  • Part Number
  • Part Name
  • Order Count
  • Auto / Manual
• Grid Editing
  • Ability to click order suggestion row to edit order count
  • Single or multi-row delete
• Add Order Suggestions

Part Editor - Order Suggestions - Edit Order Count

• Ability to 'Open Part Editor' for the suggested part

Part Editor - Order Suggestions - Part Selector

• Grid Columns
  
  • Part Number
  • Part Name
  • Updated
• Filter On
  • Part Number
  • Part Name
  • Updated
  • Tag Value
• Single or multi-row select

Part Editor - Order Suggestions

• Grid 
  • Keyboard controls for multi-select
• Part Selector
  • Grid Columns
    • Supplier Key
  • Filter On
    • Part Code
  • Sort On
    • Part Number
    • Part Name
    • Supplier Key
    • Updated
  • Ability to add part code as order suggestion (Note: this option should never have been available given that part codes are by nature 'non-orderable')
  • Keyboard controls for multi-selection

Part Editor - Stock Locations

Part Editor - Supersede Part

• Ability to Supersede Part in Every Book
• Ability to Supersede Part with an Existing Part Number

Part Editor - Supersede Part

• Ability to View Pages Where Used & Media Where Used on the Supersede Parts Page

Part Editor - Supersede Part

• Ability to Supersede Part in Targeted Books Only
• Ability to Create New Parts from the Supersede Parts Page

Page Grid - Sort on Created and Page Filename

Page Grid - Filter on Media Identifier

Page Grid - Column Picker to View Additional Page Information: 

• Hash Key
• Type
• Indexed

Page Grid - Add Page - Ability to Create a New Page using files that have already been uploaded to Documoto

Page Grid - Add Page - Ability to Create a New Page using files from your file browser 

Page Editor - Edit File - Ability to change the attached file on a page to a file from your file browser 

Page Editor - Download File - Ability to download the attached file on an existing page

Page Editor - Standard Page Properties

• Info
• Thumbnail
• Tags
• Comments
• Related
• Attachments
• Where Used

Page Editor - Illustration

• Preview BOM, Illustration & Hotpoints
• Edit Page Part Properties (Item, Qty, Page_Part Tags)
• Add Media and Page Hotpoint Links
• Open Part Editor from Page_Part Editor 

Page Editor - Illustration

• Edit Hotpoints
• BOM / Illustration Interactivity

Page Editor - Illustration

• Export Page as PLZ

Page Editor - Bulk Insert

• Ability to insert the page you are viewing in bulk before a target page already found in one or many books
• Ability to insert the page you are viewing in bulk after a target page already found in one or many books
• Ability to insert the page you are viewing in bulk and remove a target page already found in one or many books
• Ability to specify which books should be affected

Page Editor - Export - Ability to Export Page as Static File or Documoto PLZ

Media Grid - Sort on Media Type

Media Grid - Column Picker to View Additional  Media Information: 

• Description
• Indexed

Media Grid - Add Media - Ability to Create a New Media using files that have already been uploaded to Documoto or from your file browser 

Media Grid - Delete Media

Media Grid - Copy Media to Template

Media Editor - Standard Media Properties

• Info
• Thumbnail
• Tags
• Comments
• Related
• Attachments
• Where Used

Media Editor - Ability to change media identifier

Media Editor - Edit File - Ability to change the attached file on a media to a file from your file browser 

Media Editor - Download File - Ability to download the attached file on an existing media

Media Editor - Table of Contents

• Navigation & Selection
  • Ability to expand / collapse chapters
  • Ability to drag & drop chapters and pages
  • Ability to click to select a single chapter or page
  • 'Shift' keyboard control to multi-select chapters and/or pages in sequence
  • 'Ctrl' (Windows) / 'Command' (Mac) keyboard control to multi-select chapters and/or pages in any order
• Actions
  • Delete
  • Copy
  • Paste
  • Add Existing Page
  • Add New Chapter
• Copy Behavior
  • Ability to Copy & Paste within current Book TOC
  • Ability to Copy & Paste to a different Book TOC
• Page Editor
  • Ability to preview key Page Properties while viewing TOC
  • Ability to open Page Editor from TOC

Media  Editor - Table of Contents

• Actions
  • Create New Static Page

Media Editor - Table of Contents - Filtering

• Filter on: 
  • Page Name
  • Page Filename
  • Chapter Name
• Highlighting of matching results in TOC 

Media Editor - Table of Contents - Add Page Grid / Selector

• Ability to filter on Page Name & Page Filename
• Ability to multi-select pages to add 

Media Editor - Table of Contents - Add Page Grid / Selector

• Ability to filter on:
  • Media Identifier
  • Updated
  • Tags
• Grid Columns
  • Book Count
• Selection
  • 'Shift' keyboard control to multi-select pages in sequence
  • 'Ctrl' keyboard control to select pages in any order 

Media Editor - Table of Contents - Add Page Grid / Selector

• Select All / None in Grid

Media Editor - Table of Contents - Chapter Editor

• Ability to open chapter properties to edit
  • Translations
  • Tags
  • Thumbnail
  • Related
  • Attachments
  • Comments

Media Editor - Table of Contents - Chapter Editor - Edit chapter properties while still viewing TOC (not in a separate panel or tab) 

Media Editor - Access Controls

Media Editor - Override Print Settings - Ability to override print setting, front/back cover pages, and stitch pages

Media Editor - Override Print Settings - Ability to preview a thumbnail image of cover and stitch pages

Media Editor - Build Hotpoint Links - Ability for Content Administrators to remove all existing hotpoint links on the pages in a book and re-apply hotpointlinks between pages within a book based on matching part numbers and page names or page AssemblyNumber tags

Media Editor - Copy Media to Template

Media Editor - Delete Media

Template Grid - Filter on Template Type

Template Grid - Column Picker to View Additional Template Information: 

• Description
• Indexed

Template Grid - Add Template (Book Type)

Template Grid - Add Template (Image, Video and Document Type)

Template Grid - Delete Template

Template Grid - Copy Template to Media

Template Editor - Standard Template Properties

• Info
• Tags
• Comments

Template Editor - New Template Properties

• Related
• Attachments

Template Editor - Ability to change template identifier

Template Editor - Copy Template to Media

Template Editor - Table of Contents  - See the comparison in Media Manager section for details

Template Editor - Access Controls

Template Editor - Override Print Settings 

Template Editor - Delete Template

Process Content List

Process Content Grid and Filter

• Filter on Filename
• Sort on Updated
• Sort on Filename

Process Content - Select All / None 

Process Content - Refresh

Process Content - Upload 

(Note: This improvement means that static files such as PDFs will no longer need to be added to your 'ToBePublished' SFTP or uploaded from DocuStudio prior to using them for a new page or for editing an existing media.) 

Process Content - Delete

Media Categories Grid and Sort

• Sort on Media Category Display Order
• Sort on Media Category Name

Media Categories Filter

• Filter on Media Category Name

Media Categories Grid - Add Media Category

Media Categories Editor

• Set Display Order
• Add Translations

Media Categories Editor

• Set Media Category Owner (not applicable in Rocket library) 
• View Media Category Key (not applicable in Rocket library) 

Part Code List and Editor

Part Code Grid with Ability to Sort

Part Code List - Simplified Editing and Delete

Part Code List - Add Part Codes

Default Part Image Editor

Ability to Set Default Tenant Print Setting

Print Setting Layouts

Tag Grid

• Sort on Display Order
• Display Entity Types
• Delete from Grid

Tag Grid

• Sort on Entity Type 
• Display Localized Tag Translation Name

Tag Grid

• Display Tag Internal Name
• Column Picker for:
  • System
  • Searchable
  • In Parts List
  • In Cart
• Filter on Tag Internal Name

Tag Editor - Save Behavior

• User must save the following fields before adding 'Tag Values' or setting 'Properties'
  • Internal Name
  • Input Type
  • Translations
  • Display Order
  • Applicable Entities

Tag Editor

• Info
• Properties
• Tag Values (for Listbox and Range Type Tags) 
  • Auto-Populate
  • Sort Alphanumeric (Asc or Desc)
  • Sort Numeric (Asc or Desc) 

Tag Editor - Tag Values (for Listbox and Range Type Tags) 

• Sort Manually

Tag Editor - Tag Values (for Listbox and Range Type Tags) 

• Multiple Entry Input

Tag Editor - Set Access Controls

Tag Editor - Delete Tag

News Items Grid

• Display Subject
• Sort on News Item Subject
• Display Enabled / Disabled
• Delete from Grid 

News Items Grid

• Filter on Subject 
• Display Required Reading
• Display Created
• Sort on
  • Enabled / Disabled
  • Required Reading
  • Created
• Multi-Select Delete from Grid

News Items Grid - Add News Items

News Item Editor - Standard News Item Properties

• Subject 
• Message
• Enabled Flag
• Required Flag
• Type
• Start Date
• End Date

News Items Editor - Message Markdown

(Note: This is a major enhancement to allow markdown formatting of News Items in Rocket. You can find instructions on how to use markdown formatting here: https://support.documoto.com/hc/en-us/articles/360052927254)

News Item Editor - Set Access Controls

• Select Individual Organizations
• All
• None

News Item Editor - Set Access Controls

• Standard Inheritance of News Items (i.e. selecting parent organization automatically selects child organizations)

(Note: This is a change that will affect Classic News Items going forward. Documoto Classic will no longer support the 'indeterminate' state for child organizations to access news items [i.e. if the parent is selected, children also must be checked off / selected to view news items in either Rocket or Classic News Items.])

News Item Editor - Set Access Controls

• Select Child Organizations

Labels - Ability to override a variety Documoto system labels with your own nomenclature or custom labels. 

Styles Editor

• Edit Tenant Imagery
  • Main Logo
  • eCommerce (quote/order template) Logo
  • Print Logo
  • Login Background
  • Banner Image
• Edit Tenant Colors
  • Primary
  • Hotpoint Default
  • Info
  • Links
• Preview Tenant Colors

Taxonomy Admin Main Page

• Display Tenant Name
• Tenant Taxonomy Editor Button
• Organization Hierarchy
• Override Organization Hierarchy
  • Ability to Click 'Override' to override Organization Browse Flow
  • Ability to Open Organization Editor by Organization
  • Ability to Delete Existing Organization Overrides

Taxonomy Editor 

• Add New Taxon
• Drag & Drop Taxons to Browse Flow Structure
• Update Taxon Thumbnail Image
• Add Taxon Translations
• Add Taxon Search Criteria
  • Media Category
  • Content Type
  • General Search Term
  • Tags

Part List Columns - Ability to override the Documoto default part list columns (BOM) in Page Viewer in the library globally for all users

Library Settings - Ability to set defaults for book and page display, search, and system filters in the library. For more details on these settings, see this article: https://support.documoto.com/hc/en-us/articles/1500002034861 

Users Grid

• Default Display & Sort On: 
  • First Name
  • Last Name
  • Username
  • Email
• Filter On:
  • First Name
  • Last Name
  • Username
  • Email

Users Grid - Add - Ability to add new user

Users Grid

• Display & Sort On: 
  • Created
  • Updated
• Column Picker for:
  • Enabled
  • Organization
  • User Groups
• 'View' Filter for:
  • All Users
  • Enabled Users
  • Disabled Users
• Separate Organization Filter

Users Grid

• Default Display: 
  • Enabled
  • Organization
  • User Groups
• Sort on 'Enabled'
• Filter on 'User Group'

Users Grid - Actions

• Ability to Enable / Disable users from the grid
• Ability to move users to a different Organization from the grid
• Ability to add users to User Groups from the grid

User Editor - Save Behavior

• User must save the following fields before adding 'Addresses' and 'User Groups' for new users:
  • First Name
  • Last Name
  • Email
  • Username
  • Password
  • Organization

User Editor - Info 

• Ability to Add /  Edit user properties:
  • First Name
  • Last Name
  • Email
  • Username
  • Password
  • User Tags

User Editor - Info - Ability to set and update Organization from the User editor

User Editor - Addresses - Ability to add, edit and delete user addresses

User Editor - Addresses

• Ability to set default address
• Ability to multi-select and delete addresses

User Editor - User Groups - Ability to set user groups

User Editor - User Groups

• Ability to filter on user groups 
• Ability to select all or none on user groups

Organization Admin Module

• Standalone module
• Organization selection is done via a drop-down on the top left
• All organizations settings are immediately accessible for the organization you belong to when you open the Organization Admin module

Organizations Manager

• Submenu option under 'Users'
•  Grid
  • View & Sort On
    • Organization Name
    • Parent Name
    • Number of Users
    • Created 
    • Updated
  • Filter
    • Organization Name

Organizations Manager - Add (called 'New' in Classic) 

• • Ability to set Organization Name
  • Ability to set Parent Organization
  • Ability to Copy Access Controls From another organization

Organizations Manager - Rearrange (called 'Manage Organizations' in Classic)

• Ability to drag and drop organizations to rearrange them in the organization hierarchy

Organization Editor - Info

• Edit
  • Organization Name
  • Organization tags
• Actions
  • Copy Access Controls from another organization

Organization Editor - Info 

• Option to change Organization Parent from editor 

Organization Editor - Addresses

• Ability to View, Add, Edit and Delete organization addresses
• Ability to set default organization address

Organization Editor - Addresses

• Address Grid with option to Sort On
  • Address
  • City
  • State
  • Zip Code
  • Country
  • 'Is Default'

Organization Editor - Users

• Users Grid
  • View & Sort On Default Columns
    • First Name
    • Last Name
    • Username
    • Email
  • Filter On
    • First Name
    • Last Name
    • Username
    • Email
• Edit Users in Organization

Organization Editor - Users

• Users Grid
  • View Default Columns
    • User Groups
    • Enabled
  • Sort On
    • Enabled
• Add Users to Organization
• User Grid Actions
  • Enable / Disable
  • Add to Groups
  • Move Organization

Organization Editor - Users

• Users Grid
  • Column Picker
    • Enabled
    • User Groups
  • View & Sort On 
    • Created
    • Updated
  • 'View' Filter for:
    • All Users
    • Enabled Users
    • Disabled Users

Organization Editor - Reports  (found under 'Capabilities' in Classic)

Organization Editor - Print Settings (found under 'Publisher' > 'Printing' in Classic) 

Organization Editor - Library - Styles (found under 'Style Editor' in Classic)

• Override Organization Imagery
  • Main Logo
  • eCommerce (quote/order template) Logo
  • Print Logo
  • Login Background
  • Banner Image
• Override Organization Colors
  • Primary
  • Hotpoint Default
  • Info
  • Links
• Preview Organization Colors

(Note: To expedite the go-live of Rocket Admin, we have temporarily elected to simply reuse the existing Style Editor that is found in Classic Organization Admin today. In the future we will re-write Styles to address known issues, defects and product enhancement requests.)

Organization Editor - Library - Part List Columns - Ability to override the global default part list columns (BOM) in Page Viewer in the library for an organization

(Note: This setting has standard inheritance; child organizations will see the same part list columns as their parent organization unless their is an override at the child organization level as well.) 

Organization Editor - Library - Library Settings  (found under 'Capabilities' and 'Properties' in Classic)

Organization Editor - Storefront - Order Layouts (called 'Template Layout Override' in Classic) 

Organization Editor - Storefront - Email Recipients 

Organization Editor - Storefront - Integrations (found under 'Commerce System' and 'ERP System' in Classic) 

Organization Editor - Storefront - Storefront Settings (found under 'Capabilities' and 'Properties' in Classic) 

User Groups Grid

• View
  • User Group Name
• Grid Actions
  • Add
  • Delete

User Groups Grid

• Sort On
  • User Group Name

User Groups Grid

• View 
  • • # of Users
    • Created
    • Updated

User Group Editor - Info

• Edit
  • User Group Name
  • User Group Settings
    • Administration (called 'Modules' in Classic) 
    • Library (simplified list of settings pulled from 'User Experience', 'Comments', 'Attachments', 'Related' and 'Modules' in Classic)
    • Storefront (simplified list of settings pulled from 'Order Management', 'Shopping Cart' and 'Pricing' in Classic) 
    • Other (simplified list of settings pulled from 'User' and 'Modules') 

User Group Editor - Users

• Users Grid
  • View & Sort On Default Columns
    • First Name
    • Last Name
    • Username
    • Email
    • Created
    • Updated
  • Column Picker
    • Enabled
    • Organizations
    • User Groups
  • Filter On
    • First Name
    • Last Name
    • Username
    • Email
  • 'View' Filter for:
    • All Users
    • Enabled Users
    • Disabled Users
• Edit Users in User Group

User Group Editor - Media Categories

Integrations - ERP System

• Enable / Disable Tenant Integration
• Update Service URI
• Access Tenant Encrypted Key

Integrations - Commerce System

• Enable / Disable Commerce System Settings
• Set Service URI Redirect URL
• Set URL Parameter Names

Integrations - Settings

• Ability to Set Shopping Cart and Parts Integration Capabilities
• Ability to Set Tenant ERP Integration Mappings
• Ability to Set Additional Integration Settings

Storefront Settings - Cart

• Enable / Disable Cart for all Users
• Enable / Disable Save Cart for all Users
• Change Tenant Add to Cart Qty Behavior
• Enable / Disable Add to Cart Qty Prompt for all users

Integrations - Pricing

• Set Tenant Default Currency Code
• Configure Shopping Cart Price Column Order
• Enable / Disable Pricing Levels for all Users
• Enable / Disable Price in Cart or Part List for all Users
• Enable / Disable HIde Pricing Button in BOM for all Users

Integrations - Other Settings

• Enable / Disable Order Suggestions for Tenant
• Set Order Suggestion Threshold 
• Enable / Disable Order or Quote Template for Tenant 

Reporting Module

• Ability to View Current Documoto Reports
• Ability to Run Reports with Parameters
• Ability to Export Reports

Exporter Module

• Ability to Choose Export Format (dependent on export formats enabled for your tenant)
  • Documoto Archive (MDZ)
  • SmartEquip
  • LinkOne
• Search Criteria Options:
  • Books that changed since a specific date 
  • Single book search by Identifier or Name

Export Module - Add Books

• Export Option for 'Books that changed since last export'

Export Module - Add Books

• Filter by
  • Created on
  • Tag
• Multi-select 
• Select all / none

Export Module - Export Preview

• Grid Columns to View
  
  • Media Identifier
  • Media Name
  • Updated Date

Export Module - Export Preview

• Grid Columns to View
  
  • Created date
• Ability to remove books by row from preview
• Ability to remove all books from preview 
• Ability to add more books than currently listed from preview 
• Export limit of only 10 books at a time 

Tenant Settings - Ability to enable and disable certain features for the entire tenant. For more details on the available settings, see this article: 

https://support.documoto.com/hc/en-us/articles/360062435253 

Content Admin

Print Settings*

Library Admin

Dynamic Naming*

 Storefront Admin 

Order Form Fields*

 Storefront Admin 

Order Form Layouts* 

 Storefront Admin 

Order Statuses *

 Storefront Admin 

Order Email Formats*