Getting started in the Wrepit Portal

A workspace has members with different privilege levels. There’s Reader, Member, Admin and Owner. This is not to be confused with “Collaborator”. Workspace members are intended for all team members who need a certain level of access to the workspace. Later on, you can assign collaborators who will have specific control or influence over a particular publication within the workspace.

Readers may: 

• Be invited as Viewer collaborators
• Read publications that are shared with the workspace.

In addition Members may: 

• Create and work on publications you are collaborating on (See 1.4) 

In addition, Admins may: 

• Invite new Members and Admins, and manage invitations 
• Promote members to Admin role 
• Remove workspace members 
• Manage the workspace’s brand, design, colors and fonts. 

In addition, Owners may: 

• Manage all users and invitations 
• Promote members to Owner role 
• Have Publisher access for ALL Publications within the workspace 

• This means that your workspace owners will be able to see and manage publications even if you did not assign them as collaborators. 
• Thus the workspace owner can fully manage everything your team does in Wrepit, and must be a person who can handle that responsibility. 
• This mechanic ensures that no publications are lost due to e.g. people leaving your workspace. 

The draft is the first thing you will create in a Publication. Upload your Word document, and a draft is automatically set up. Preview your draft, modify it, and when you’re ready – publish it. Publishing a draft creates or replaces your Active Publications

This is what your audience will see when visiting your publication’s URL. Once published, it cannot be modified. It can only be replaced by publishing a new draft. 

This is a list of previously published revisions of your Publication. This is useful to (a) review old revisions, (b) review the revision history, and (c) audit the revision history – if necessary. 

You may invite members to your workspace by email and assign roles to each member. See Workspace privileges for role descriptions.

If you prefer to utilize your company's specific fonts, you have the option to upload them to the Font Families section. It is important to note that fonts should be uploaded in WOFF2 format. You can use https://cloudconvert.com/ttf-to-woff2 to convert your files for free. Once uploaded, these fonts will be accessible in the Text section, enabling you to choose the appropriate font and font weight for each heading, the body copy, main and support design, and title.

Simply enter the font name in the designated input field. Click on "add" to create a font family folder within your workspace. Subsequently, you can upload each font variation individually and define the font-weight (regular, medium, bold, etc.).

All publications contain different text styles, like your Body Text, Main Title, Heading 1, and so on. Wrepit allows you to customize each text style, so you can be consistent with your brand. Each element relates to the style setting that has been set in MS Word. A Heading 1 style setting in word will act as Heading 1 in Wrepit, and so on.

For each text style, you can customize:

• Font (If you have uploaded fonts in the “Font” tab, they will be available here)
• Style
• Color

The following text styles can be customized:

• Headings 1 to 5: Each heading 1 is a heading title and starts a new section, where each section has its own page. Heading levels 2 to 5 will function as subheadings, gradually decreasing in size in Wrepit. If you have numbered headings, you have the choice to either establish an individual style for the number itself or maintain the same style and color as your headings by clicking on the chain icon to link the number to the heading.
• Title: The title of your report will be displayed on top of your cover photo. Make sure to choose a color that has enough contrast from your cover photo. White is typically preferred.
• Body text: Body text is the text forming the main content of your report.
• Internal links and external links: When you have links that refer to other sections within your document or external websites, you have the option to assign distinct colors to differentiate them. However, you cannot change the font for the links, as it is determined by the font set in the "body copy."
• Main design: Applies to the main part of quotes and KPI’s.
• Support design: Applies to the subtext in the KPI and Quote Author.

Utilizing charts is an excellent method for visually presenting data. When charts are inserted into Word documents, Wrepit transforms them into interactive charts. In the portal, you are allowed to customize the colors according to your preference or brand. It's important to note that any color settings applied to charts and graphs in MS Word will be overridden by the colors you specify in the Wrepit Portal.

You have the freedom to add or remove colors to your chart/graphs as desired, this will apply to all types of charts and graphs. The order in which you arrange the colors will determine their sequence in your publication.

To maintain consistency throughout your publication, you have the option to add custom design to your data tables and accounting tables. It is important to emphasize header rows and sum rows, as they help readers understand the content of the tables within your reports. This ensures clarity and facilitates comprehension for the individuals reviewing your reports. When it comes to table design, you have numerous options at your disposal. See chapter about tables

You can:

• Add and remove heading rows and summary rows.
• Customize or remove background color of heading rows, sum rows and default rows.
• Customize text color of heading rows, sum rows and default rows.
• Add top and/or bottom borders with either thin or thick lines to heading rows, sum rows and default rows.
• Introduce thin or thick column gaps.

If your plan includes the Financial Reporting module, you have the capability to utilize this feature to automatically link the numbers in the note columns of your tables to the corresponding notes in your report. This enables convenient referencing between the numerical data and the associated notes. This feature is highly practical as it eliminates the need to manually link each number to its associated note individually.

Linking referential notes offers several benefits, including the ability to instantly navigate to the corresponding note and easily return to the table or section from which the link originated. This functionality enhances the overall user experience and facilitates seamless access to relevant information.

Typically, the note column is labeled as "Note" in the "Note column title option 1" input field, while the "Numbered Note heading Style name" input field is typically set as "Note lvl 2".

In Microsoft Word, note titles should be formatted using a heading style (the default provided in templates from Wrepit is "Note lvl 2", which corresponds to a custom style at heading level 2). The note title style must utilize automatic numbering, such as "Note [number]," as Wrepit relies on this numbering when creating links.

When working together on publications, you can invite others to join your publication. You must assign them specific roles such as Publisher, Editor, or Viewer first, which will give the them different levels of access to the publication.

See chapter about Collaboration vs Sharing for further info.

Authors will appear just below your publication's title unless your authors list is empty.

To add more authors, make sure the people you want to add are already part of your Workspace, then select them from the dropdown.

To include multiple authors in your workspace, click the dropdown button provided. However, please note authors have to be added as workspace members first, in order for them to appear in the dropdown menu. You can refer to the "People" section for instructions on how to add workspace members.

The Publication URL serves as the definitive web address for your report. It must be crafted using only lowercase letters (a-z) and numbers (0-9), with the option to include hyphens (-) for separating words. It's important to choose your URL slug carefully, as it cannot be altered once established. See Figure 6

When you're ready to publish, you'll be presented with three access options to determine who can view your publication. These settings enable you to control the distribution and accessibility of your publication, ensuring it reaches the intended audience in the desired manner.

See chapter about Collaboration vs Sharing.

To ensure your publication is accessible to all members within your workspace, select the option to “share with workspace”. By doing so, the publication will be made visible in the workspace of every member, fostering easy access to the publication for review, feedback, or further contribution.

Make use of revision notes to document the modifications made to your draft before publishing.

To access and manage these revision notes, simply navigate to the publication view and activate the “Show Revision Notes” option. This feature allows for a detailed tracking of edits, ensuring clarity and transparency in the development of your publication. See Figure 6

Optimize your publication process by planning ahead. Take advantage of the feature to schedule your publications in advance. Upon finalizing your report, simply click the “Publish” button and choose “Schedule publishing.” See Figure 4

This action will bring up a calendar interface, allowing you to pick the specific date and time for your publication's release. You'll also have the flexibility to adjust the time zone according to your target audience's location. After selecting your preferences, confirm the scheduling to lock in your publication time. See Figure 5

Should there be a need to modify the scheduled release, it's important to note that you will need to upload a new draft. This entails revisiting the scheduling feature to establish a new publication timeline. This process guarantees that your content is published precisely when intended. See Figure 6