Corel Corel® WordPerfect® Office X4 Guidebook Word Perfect Wordperfect Ug

User Manual: corel WordPerfect Office - X4 - Guidebook Free User Guide for Corel WordPerfect Software, Manual

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X4

GUIDEBOOK

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Contents

COREL WORDPERFECT OFFICE X4 GUIDEBOOK

Contents i

PART 1: BASICS

1 — Welcome to Corel WordPerfect Office X4 . . . . . . . . . . . . . . . . . . . . 3

2 — Getting started with Corel WordPerfect Office X4 . . . . . . . . . . . . . 7

3 — Learning to use Corel WordPerfect Office X4 . . . . . . . . . . . . . . . . 13

PART 2: TUTORIALS

4 — How to create footers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

5 — How to create styles for text and graphics. . . . . . . . . . . . . . . . . . . 29

6 — How to create bulleted lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

7 — How to create and format tables . . . . . . . . . . . . . . . . . . . . . . . . . . 41

8 — How to add images and captions . . . . . . . . . . . . . . . . . . . . . . . . . . 47

9 — How to add a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

10 — How to add formulas to Quattro Pro spreadsheets . . . . . . . . . . . . 55

11 — How to create customized slide shows . . . . . . . . . . . . . . . . . . . . . 61

12 — How to gather information with WordPerfect Lightning . . . . . . . . 69

PART 3: REFERENCE

13 — Sharing content with others . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

14 — Working with users of Microsoft Office . . . . . . . . . . . . . . . . . . . . . 87

PART 1: BASICS

PART 1: BASICS

Welcome to Corel WordPerfect Office X4 3

Welcome to Corel

WordPerfect Office X4 1

B

ASICS

Welcome to Corel® WordPerfect® Office X4, a feature-rich suite of

productivity software that includes word-processing, spreadsheet,

presentation, and address book programs.

About this guidebook

This guidebook gives you a hands-on learning experience to help you

become familiar with the tools and features of Corel WordPerfect

Office. By following the tutorials and by reading the information in the

“Basics” and “Reference” chapters, you'll learn how easy it is to create

and share professional-looking documents, spreadsheets, and slide

shows.

The chapters in this guidebook are divided into three parts: “Basics,”

“Tutorials,” and “Reference.”

Basics

Chapters 1 through 3 introduce you to the programs and utilities

included in Corel WordPerfect Office. In this part of the guidebook,

you'll find instructions on how to register the product and how to

access technical support. You'll also discover how to access additional

learning resources that can help you use the software more efficiently.

Tutorials

Chapters 4 through 12 provide simple tutorials with step-by-step

instructions for performing some common tasks. In addition to

providing helpful background information, the tutorials let you step

right into the action, so you learn as you go. As you complete each

PART 1: BASICS

4 Corel WordPerfect Office X4 Guidebook

tutorial, you’ll learn technical tips for working with the programs, as

well as valuable ideas that you can apply to your own documents,

spreadsheets, and slide shows.

For most of the tutorials, you'll start by opening a file from the Tutorial

Samples folder, which is installed with Corel WordPerfect Office X4 on

the drive where your operating system is installed. Then, you'll save the

file to a working file so that you can perform the tasks described in the

tutorial while keeping the sample file unchanged.

WordPerfect®: By completing the WordPerfect tutorials (Chapters 4

through 9) in sequence, you’ll re-create the final real-estate document

(WP_Final.wpd), which is installed in the Tutorial Samples folder. At the

same time, you’ll learn to incorporate the tools into your workflow and

use them to enhance the shape and structure of your own documents.

Quattro Pro®: By completing the Quattro Pro tutorial (Chapter 10),

you’ll learn how to create a basic formula that determines the average

cost per unit of stock. The formula totals the cost of the purchase,

including the commission, and then divides the total by the number of

stocks purchased. You’ll use basic operators and cell references to

create this formula.

Presentations™: By completing the Presentations tutorial (Chapter 11),

you’ll learn how to create a customized slide show by importing an

outline from a WordPerfect document. When you import an outline, the

headings in the WordPerfect document appear in the Presentations file

as slide titles, and the corresponding body text appears under the slide

titles.

Corel® WordPerfect® Lightning™: By completing the WordPerfect

Lightning tutorial (Chapter 12), you’ll learn how to use the Navigator,

Notes window, and Viewer to gather information from a variety of

sources and send it to WordPerfect. And, if you’ve already completed

the WordPerfect tutorials, you’ll know how to format your rough

content and create a polished document.

PART 1: BASICS

Welcome to Corel WordPerfect Office X4 5

Reference

Chapters 13 and 14 describe the tools and features that let you share

content with others. You’ll learn how to convert your files to the

industry-standard file formats PDF and HTML, and how to open PDF

files with WordPerfect and WordPerfect Lightning. If you are

transitioning from Microsoft® Office programs, or if you need to share

work with Microsoft Office users, you'll learn how easy it is to open,

import, export, and save Microsoft Office files. The compatibility

features of Corel WordPerfect Office let you easily share files with users

of Microsoft® Word, Microsoft® Excel®, or Microsoft® PowerPoint®.

About Corel Corporation

Corel is a leading developer of graphics, productivity, and digital media

software, with more than 100 million users worldwide. The company’s

product portfolio includes some of the world’s most popular and widely

recognized software brands, including CorelDRAW® Graphics Suite,

Corel® Paint Shop Pro®, Corel® Painter™, Corel DESIGNER®, Corel®

WordPerfect® Office, WinZip®, and iGrafx®. In 2006, Corel acquired

InterVideo, makers of WinDVD®, and Ulead, a leading developer of

video, imaging, and DVD authoring software. Designed to help people

become more productive and express their creative potential, Corel’s

full-featured software products set a higher standard for value in being

easier to learn and use. The industry has responded with hundreds of

awards recognizing Corel’s leadership in software innovation, design,

and value. Corel’s products are sold in more than 75 countries through

a well-established network of international resellers, retailers, original

equipment manufacturers, online providers, and Corel’s global Web

sites. With its headquarters in Ottawa, Canada, the company has major

offices in the United States, the United Kingdom, Germany, China, and

Japan. Corel’s stock is traded on the NASDAQ under the symbol CREL

and on the TSX under the symbol CRE.

PART 1: BASICS

Getting started with Corel WordPerfect Office X4 7

Getting started with

Corel WordPerfect Office X4 2

B

ASICS

Corel WordPerfect Office is a feature-rich suite of productivity software

that includes word-processing, spreadsheet, presentation, and address

book programs. The suite is designed for compatibility with Microsoft

Office and with industry-standard file formats such as PDF and HTML.

In this chapter, you’ll learn about

•main programs in Corel WordPerfect Office

•additional programs and utilities

•registering Corel WordPerfect Office

Main programs in

Corel WordPerfect Office

This section describes the main programs that are included in

Corel WordPerfect Office. Note that not all of the programs described

here are included in every edition of the software. You can find more

information about each of these programs in other sections of this

guidebook and in the Help accessible within each program.

WordPerfect

WordPerfect is a word-processing program that lets you produce

professional-looking documents, such as newsletters, articles, reports,

books, proposals, and brochures. You can easily add graphics, charts,

columns, and tables to any document. By using the Reveal Codes

feature, you can control every element of a document. In addition, the

enhanced publishing features of WordPerfect let you publish your

documents to paper, PDF, and the Web. You can also create, edit,

PART 1: BASICS

8 Corel WordPerfect Office X4 Guidebook

retrieve, validate, and save documents created with Extensible Markup

Language (XML).

Quattro Pro

Quattro Pro is a spreadsheet program that lets you manage, analyze,

report, and share data. Quattro Pro provides the tools you need to

produce tables, financial forms, lists, databases, charts, and reports.

You can use Quattro Pro to perform simple tasks, such as creating

personal budgets, or more complex tasks, such as preparing year-end

financial statements or creating reports from external databases. In

addition, Quattro Pro lets you create a single file and then publish it to

paper, electronic media, and the Web.

Presentations

With Presentations, you can create high-quality slide shows as well as

project proposals, interactive reports, demonstrations, multimedia

presentations, flyers, signs, and banners. You can also publish slide

shows and other projects to HTML, XML, or PDF.

Presentations Graphics

Presentations Graphics™ lets you create drawings, edit and create

bitmaps, and convert vector images to bitmaps.

WordPerfect Lightning

WordPerfect Lightning was invented to make the common tasks of

viewing, capturing, and reusing information and images simpler and

easier than ever before. WordPerfect Lightning 1.0 gives you the tools

you need to work with others and to capture and fine-tune your ideas.

You can use this application to take notes or to view graphics, photos,

or documents saved as PDF, Microsoft Word, or WordPerfect files. When

it’s time to polish your work, WordPerfect Lightning integrates

seamlessly with Corel WordPerfect Office and Microsoft Word —

something no online office tool does.

PART 1: BASICS

Getting started with Corel WordPerfect Office X4 9

WordPerfect Lightning has three components: the Navigator, the

Viewer, and the Notes window.

The Navigator

Using the Navigator, you can create, store, and organize your

WordPerfect Lightning notes in a familiar tree structure.

The Viewer

The Viewer is a lightweight and versatile file-viewing alternative for

PDF, Microsoft Word, WordPerfect, and image files. As a PDF reader, the

Viewer lets you search a PDF file and read the comments and

information it contains. What’s more, WordPerfect Lightning offers

clickable links and intuitive page rotation, so you can use it to replace

Adobe® Reader® and other PDF-viewing programs.

The Notes window

The Notes window lets you capture your ideas and reuse information

from other sources. It gives you access to standard word-processing

features, such as fonts and font styles, bullets and numbering, text

alignment, tables, and color. The Notes window even lets you insert

graphics or pictures into your notes.

Corel Visual Intelligence

Corel® Visual Intelligence™ is a business-intelligence program that

anyone can use for visualizing and analyzing data. When you open a

Quattro Pro spreadsheet in Corel Visual Intelligence, a graph that best

suits the data is automatically displayed. Color-coded cells let you

quickly identify value ranges, and rich visual graphs help you better

understand your data. You can customize your analysis with a series of

options that let you adjust the range of data being analyzed and

visualized. You can also use data from Microsoft Excel spreadsheets or

legacy Quattro Pro files, going back to version 9. A built-in learning

guide walks you through the basics of Corel Visual Intelligence step by

step.

PART 1: BASICS

10 Corel WordPerfect Office X4 Guidebook

Additional programs and utilities

In addition to the main programs already discussed, other programs

and utilities are included in Corel WordPerfect Office X4. This section

describes some of these programs. Not all editions of the software

include these items.

Program or utility Description

Clipbook™ Clipbook is a utility that works with any

Windows®-based program to store multiple

items, called clips, in an unlimited number

of clipboards. Clips can be text, sounds, or

graphics.

CorelMEMO™ CorelMEMO is an electronic notepad in

Presentations that lets you add comments

to slide shows and drawings.

Equation Editor Equation Editor lets you insert and format

mathematical and scientific equations in a

WordPerfect document or Presentations

slide show.

Grammatik® You can use Grammatik to check an entire

document, or part of a document, for

grammar, spelling, and style errors.

Grammatik also analyzes the grammatical

structure of a document and provides

statistics about the writing style, the types

of errors flagged in the document, and the

level of readability.

Macros Macros are time-saving programming scripts

that automate routine tasks.

PART 1: BASICS

Getting started with Corel WordPerfect Office X4 11

PerfectScript™ PerfectScript is the macro language for

WordPerfect, Quattro Pro, and

Presentations. This command-based

language lets you record the results of

keystrokes or mouse selections instead of

recording the keystrokes themselves.

PerfectExpert™ The PerfectExpert can guide you through a

detailed project, such as creating a resume,

or it can guide you through a smaller task,

such as inserting a clipart image. The

PerfectExpert even provides you with

galleries of professionally designed

documents. You can choose one of these

documents and tailor its layout and content

to match your needs.

Spell Checker Spell Checker is a writing tool that identifies

misspelled words, duplicate words, and

irregular capitalization in text selections.

TextArt™ TextArt lets you transform words into

designs. You can use multiple visual effects,

such as font, color, and rotation options, to

create professional-looking two-

dimensional or three-dimensional images.

Thesaurus The Thesaurus is a writing tool that helps

you refine your writing by letting you look

up synonyms, antonyms, and related words.

Corel WordPerfect Office

conversion utility

The Corel WordPerfect Office conversion

utility allows you to convert the file format

of a document without having to open

WordPerfect.

Program or utility Description

PART 1: BASICS

12 Corel WordPerfect Office X4 Guidebook

Registering Corel WordPerfect Office

Registering Corel WordPerfect Office gives you timely access to the

latest product updates and to high-quality technical support.

The serial number on the registration card is proof that you own a legal

copy of Corel WordPerfect Office. You need the serial number when

you call Corel Technical Support, upgrade to a new version of

Corel WordPerfect Office, or order replacement CDs.

You can use any of the following methods to register:

•Fill out the Corel WordPerfect Office registration card, and return it

to Corel. You can do this during the installation, while the setup

program is running.

•Fill out the electronic form that appears when the software

installation is completed. You’ll need access to the Internet to use

this method.

•Visit Corel on the Web, and complete the registration form at

www.corel.com.

PART 1: BASICS

Learning to use Corel WordPerfect Office X4 13

Learning to use

Corel WordPerfect Office X4 3

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ASICS

In addition to following the tutorials in this guidebook, you can access

information from within each program of Corel WordPerfect Office to

help you learn to use the software efficiently. You can also use the

PerfectExpert, a tool that helps you work more quickly while you

become familiar with the programs.

In this chapter, you’ll learn about

•using the Help

•documentation conventions

•using the PerfectExpert

•using CorelTUTOR™

•other learning resources

•sending feedback

Using the Help

The Help is the most comprehensive source of information for each of

the main programs in Corel WordPerfect Office. The Help Topics dialog

box provides three ways to find information. You can choose a topic

from the Contents page, use the Index page to search for a specific

topic, or use the Search page to search for specific words and phrases.

If you want, you can also print topics from the Help.

WordPerfect Lightning includes a Web-based Help system, which

contains a full range of topics in a searchable format. The Help system

for WordPerfect Lightning opens in a separate browser window on your

screen.

PART 1: BASICS

14 Corel WordPerfect Office X4 Guidebook

Context-sensitive Help

WordPerfect, Quattro Pro, and Presentations include several forms of

context-sensitive Help to assist you while you work. You can access

context-sensitive Help from the menus, dialog boxes, and toolbars.

To access Help topics in WordPerfect, Quattro Pro, or

Presentations

•Click Help ` Help topics.

To access Help topics in WordPerfect Lightning

•Click the Help button , and click Help topics.

To print an entire section of the Help

1On the Contents page, choose a section.

2Click Print.

To print a selected Help topic

•Right-click the Help topic window, and click Print.

To use context-sensitive Help

•Perform an action from the following table to find information

about specific workspace components.

For help with Do the following

Menu commands Point to a command.

A brief description, called a tooltip, appears.

Toolbar buttons Point to a button.

A brief description, called a tooltip, appears.

Dialog boxes Click Help in the dialog box, or press F1.

Dialog box controls Click the What’s This? button in a dialog

box, and click the control.

PART 1: BASICS

Learning to use Corel WordPerfect Office X4 15

Documentation conventions

Before you start to follow procedures in this guidebook or the Help,

make sure that you understand the documentation conventions that are

used.

The following conventions are related to using the mouse.

The following conventions are related to keyboard actions.

When instructed to Do the following

Click Edit ` Select `

Sentence

Click the Edit menu, click Select, and click

Sentence in the menu that appears.

Enable a check box Click the check box to place a check mark or

an “X” in the box.

Disable a check box Click the check box to remove the check

mark or “X”.

Select text Drag to highlight text.

Click a paragraph Click to position the cursor in the paragraph.

Click a frame Click anywhere in a frame, or click the

border of the frame.

Right-click, and click

Paste

Click the right mouse button, and click the

Paste command in the menu that appears.

When instructed to Do the following

Press Enter Press the Enter key on your keyboard.

Press Ctrl + Shift Press the Control key, and continue to hold

it down while pressing the Shift key.

PART 1: BASICS

16 Corel WordPerfect Office X4 Guidebook

The following icons appear in this guidebook.

Using the PerfectExpert

The PerfectExpert incorporates the best features of QuickTask™ and

Coaches, which were included in earlier versions of Corel WordPerfect

Office, with galleries of professionally designed document

templates.You can choose any template and then tailor its layout and

content to match your needs.

You can use the PerfectExpert to guide you through a detailed project,

such as creating a resume, or a smaller task, such as inserting a clipart

image.

To create a document by using a template

1From within a Corel WordPerfect Office program, click File ` New

from project.

2Click the Create new tab.

3Choose one of the following programs from the list box:

• WordPerfect

• Quattro Pro

• Presentations

If the program you want is not displayed in the list box, click

Options, and click Refresh projects.

4Choose a project template from the list.

5Click the Create button.

When you see this It indicates

A note — provides related information, such

as the conditions that are necessary to

perform a procedure

A tip — provides helpful suggestions,

including shortcuts and alternate steps for

procedures

PART 1: BASICS

Learning to use Corel WordPerfect Office X4 17

Some WordPerfect project templates use prompts to guide you

through the process of adding information to a document. For

more information about prompts, see “Automating project

templates by using prompts” in the WordPerfect Help.

To use the PerfectExpert

•From WordPerfect, Quattro Pro, or Presentations, click Help `

PerfectExpert.

Using CorelTUTOR

CorelTUTOR provides a series of tutorials that introduce you to the

basic and advanced features of WordPerfect, Quattro Pro, and

Presentations. You can access the tutorials from the main program

windows.

To access CorelTUTOR

•Click Help ` CorelTUTOR.

Other learning resources

Additional resources are available to help you learn to use

Corel WordPerfect Office.

The Web

The Corel Web site contains a multitude of information and links to help

answer your questions about Corel WordPerfect Office.

Corel Store

To learn how to get more out of Corel WordPerfect Office, you can visit

the Corel® Store™ on the Web at buy.corel.com. This online shopping

forum provides listings of books, tutorials, and training videos.

PART 1: BASICS

18 Corel WordPerfect Office X4 Guidebook

Third-party books and magazines

How-to books for Corel WordPerfect Office are available at your local

computer store or bookstore. You can also find computer magazine

articles that feature descriptions of specific tasks performed with

Corel WordPerfect Office software.

Corel Support Services

Corel® Support Services™ can provide you with prompt and accurate

information about product features, specifications, pricing, availability,

services, and technical support. For the most current information about

the support services that are available for your Corel product, please

visit www.corel.com/support.

Sending feedback

If you want to share comments or suggestions about the

documentation included with Corel WordPerfect Office, please send

them by e-mail to wordperfectprodmgr@corel.com. You can check the

product Web site for the latest news, tips and tricks, and product

upgrade information. Go to www.corel.com, and follow the links to the

product site.

PART 2: TUTORIALS

PART 2: TUTORIALS

How to create footers 21

How to create footers 4

TUTORIAL

A footer is the text that appears across the bottom of a page repeatedly

throughout a document. The purpose of a footer is to provide

information that helps readers navigate through the document. Adding

footers can therefore improve the usability of a document and add

consistency to the page design. In this tutorial, you’ll add footers that

display page numbers and other useful information.

What you’ll learn to do

•create two footers

•insert a horizontal line above the footers

•insert page numbers in the footers

•add the document’s title to a footer

•add a company name and phone number to a footer

•remove footers from specific pages

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista® or Windows® XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Open the WP_1_Footers.wpd file.

PART 2: TUTORIALS

22 Corel WordPerfect Office X4 Guidebook

After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Footers.wpd).

3Click the Save button.

Now you’re ready to add the first footer to your document.

Step 3: Add the first footer

1Click Insert ` Header/Footer.

2Enable the Footer A option.

3Click the Create button.

In the next few steps, you’ll be working within Footer A. If at some point

you find yourself outside the working area for Footer A, click Insert `

Header/Footer, enable the Footer A option, and click the Edit button.

Next, you’ll add a horizontal line above the footer to create a visual

separation between the footer text and the document text.

Step 4: Add a horizontal line to the first footer

•Click Insert ` Line ` Horizontal line.

PART 2: TUTORIALS

How to create footers 23

You can also add a custom horizontal line to a header or footer.

Click Insert ` Line ` Custom line. Enable the Horizontal line

option, and modify any of the settings in the line.

Now that you have created the footer and added the horizontal line,

you’ll insert the page number and the document title.

Step 5: Add page numbering to the first footer

1Press Enter to start a new line.

2Click Format ` Page ` Insert page number.

3Choose Page from the Number list.

4Click the Insert button.

5Choose Total pages from the Number list.

6Click the Insert button.

7Click Close button.

Note that the current page number and the total number of pages

appear together.

8To fix the display, position the cursor in between the numbers,

press the Spacebar, type the word of, and then press the Spacebar

again.

Step 6: Add the title of the document to the footer

1Position the cursor after the total number of pages, and click

Format ` Line ` Flush right.

2Typ e Selling and Buying a Home.

3Select all the text.

PART 2: TUTORIALS

24 Corel WordPerfect Office X4 Guidebook

4Apply bold formatting by clicking the Bold icon on the property

bar.

An alternate way to create bold text is to click Format ` Font, click

the Font tab, and enable the Bold check box.

5Clear the text selection by clicking the text.

The next step is to specify the placement of the footer in the document.

Step 7: Place the first footer on odd-numbered pages

1Click the Header/Footer placement button on the Header/Footer

toolbar.

The Header/Footer toolbar

2Enable the Odd pages option.

3Exit the footer by clicking File ` Close.

At this point in the tutorial, you formatted the first footer for all

odd-numbered pages in the document. You’ll now create a second

footer with a horizontal line.

Step 8: Add the second footer

1Position the cursor at the top of page 2.

2Click Insert ` Header/Footer.

3Enable the Footer B option.

4Click the Create button.

In the next few steps, you’ll be working within Footer B. If at some point

you find yourself outside the working area for Footer B, click Insert `

Header/Footer, enable the Footer B option, and click the Edit button.

Step 9: Add a horizontal line to the second footer

•Click Insert ` Line ` Horizontal line.

PART 2: TUTORIALS

How to create footers 25

With the second footer and horizontal line in place, you’ll add a

company name, phone number, and page numbers.

Step 10: Add a company name and phone number to

the second footer

1Press Enter to start a new line.

2Typ e Acme Real Estate 555-555-1234.

3Click after Estate.

Make sure that the cursor appears after Estate.

4Click Insert ` Symbol.

5In the Symbols dialog box, choose Ty p o g r a p h ic sy m b o l s from the

Set list box.

6In the Number box, type 4,2 to choose the square bullet.

This symbol matches the one used in the final real-estate

document, which you are re-creating in these tutorials.

7Click the Insert and Close button.

Step 11: Add page numbering to the second footer

1Position the cursor after the phone number, and click Format ` Line

` Flush right.

2Click Format ` Page ` Insert page number.

PART 2: TUTORIALS

26 Corel WordPerfect Office X4 Guidebook

3Choose Page from the Number list.

4Click the Insert button.

5Choose Total pages from the Number list.

6Click the Insert button.

7Click the Close button.

You’ll notice that the current page number is displayed together

with the total number of pages.

8To fix the display, position the cursor in between the numbers, and

press the Spacebar. Then, type the word of, and press the Spacebar

again.

9Highlight all the text.

10 Click the Bold icon on the property bar.

11 Clear the text selection by clicking the text.

The next step is to specify the placement of the footer on

even-numbered pages.

Step 12: Place the second footer on even-numbered

pages

1On the Header/Footer toolbar, click the Header/Footer placement

button.

2Enable the Even pages option.

3Click the OK button.

4Exit the footer by clicking File ` Close.

The footers now appear on all pages in the document, including the

title page and the table of contents. In the next step, you’ll remove the

footers from both the title page and the table of contents.

PART 2: TUTORIALS

How to create footers 27

Step 13: Remove the footer from specific pages

1With the cursor on page 1, click Format ` Page ` Suppress.

2Enable the Footer A and Footer B check boxes.

3Click the OK button.

4Repeat the previous three steps for pages 2 and 3.

You can also use delay codes to keep footers from displaying on a

specific page of a document, such as a title page. For more

information about delay codes, see “Inserting and editing delay

codes” in the WordPerfect Help.

You can now set the first page number for the document.

Step 14: Set the first page number

1With the cursor on page 4, click Format ` Page ` Numbering.

2Click the Set value button.

3In the Set page number box, type 1.

4Enable the Always keep number the same option.

5Click the OK button.

6To e x it t he Page Numbering Format dialog box without inserting

another page number, click the Cancel button.

Other things you can do

WordPerfect lets you edit the text in your footers.

PART 2: TUTORIALS

28 Corel WordPerfect Office X4 Guidebook

Edit the text in a footer

1Click Insert ` Header/Footer.

2Enable one of the following options:

• Footer A

• Footer B

3Click the Edit button.

4Make changes to the footer text.

You can discontinue a footer to remove it from the remainder of the

document.

Discontinue a footer

1Click Insert ` Header/Footer.

2Enable one of the following options:

• Footer A

• Footer B

3Click the Discontinue button.

Where to go from here

You have successfully inserted footers into your document. Next, you’ll

learn how to create styles for text and graphics.

PART 2: TUTORIALS

How to create styles for text and graphics 29

How to create styles for text

and graphics 5

TUTORIAL

A style is a collection of formatting attributes that are applied to text or

graphics. By using styles, you can ensure visual consistency throughout

a document and avoid having to repeat multiple formatting tasks for

every instance of a particular text or graphic element. Whenever you

change the formatting in a style, you change the appearance of all text

or graphics that use that style. The text styles that you create are saved

with the active document.

What you’ll learn to do

•create your own text style

•add additional formatting to the style

•add a table of contents marker

•create a QuickStyle

•save a text style

•create a graphics style

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Open the WP_2_Styles.wpd file.

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After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Styles.wpd).

3Click the Save button.

You’re now ready to create a new text style. First, you’ll create a text

style for the headings in your document.

Step 3: Create a text style for the main heading

1Click Format ` Styles.

2Click the Create button.

3In the Styles editor dialog box, type Main Heading in the Style

name box.

4Type the following description for the style in the Description box:

Main heading style for section titles.

5In the Type list box, check to make sure that the default setting of

Paragraph appears.

Do not close the Styles editor dialog box — you’ll need to use it in the

next step.

You can now add a little extra formatting to the style you just created.

Step 4: Add formatting to the Main Heading style

1On the menu bar within the Styles editor dialog box, click Format `

Font.

2In the Font Properties dialog box, choose AvantGarde from the

Face list.

3From the Size list, choose 14.

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How to create styles for text and graphics 31

4Click Format ` Justification ` Center.

Again, you’ll be using the Styles editor dialog box in the next step, so

do not close it.

Next, you’ll mark the main heading element for use in a table of

contents. The Styles editor dialog box makes it convenient to do this at

the same time that you format a style element.

Step 5: Add a marker for the table of contents

1Enable the Show ‘off codes’ check box.

2In the Contents area, select the code that is called Codes to the left

are ON - Codes to the right are OFF.

3Click To o l s ` Reference ` Table of Contents.

4Click the Mark 1 button.

Mark 1 indicates that this heading is the highest-level heading in

the document.

5Click the Close button.

6In the Styles editor dialog box, click the OK button.

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Do not close the Styles dialog box — you’ll need to use it in the next

step.

Now that you’ve created a custom style for the main headings in your

document, you need to make a text style for the subheading.

Step 6: Create a text style for subheadings

1Click the Create button.

2In the Styles editor dialog box, type Subheading in the Style name

box.

3Type the following description for the style in the Description box:

Secondary heading style for subheadings.

4In the Type list box, leave the default as Paragraph.

You can now add formatting to the Subheading style you just created.

Step 7: Add formatting to the Subheading style

1On the menu bar within the Styles editor dialog box, click Format `

Font.

2In the Font Properties dialog box, choose Bold.

3From the Size list, choose 12.

4Click the OK button.

5Click Format ` Justification ` Center.

Again, you’ll be using the Styles editor dialog box in the next step, so

do not close it.

Next, you’ll mark the subheading element for use in a table of contents.

The Styles editor dialog box makes it convenient to do this at the same

time that you format a style element.

Step 8: Add a second marker for the table of contents

1Enable the Show ‘off codes’ check box.

2In the Contents area, select the code that is called Codes to the left

are ON - Codes to the right are OFF.

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How to create styles for text and graphics 33

3Click To o l s ` Reference ` Table of Contents.

4Click the Mark 2 button.

Mark 2 indicates that this heading is the second-level heading in

the document.

5Click the Close button.

6In the Styles editor dialog box, click the OK button.

7In the Styles dialog box, click the Close button.

Next, you’ll apply the custom styles that you’ve just created to the

document.

Step 9: Apply the Main Heading style

1In your document, select the text Selling Your Home.

2Click Format ` Styles.

3Choose Main Heading from the Available styles list.

4Click the Insert button.

5Repeat the process for the three remaining centered headings in

your document.

Step 10: Apply the Subheading style

1Select the text Prepare your home for sale.

2Click Format ` Styles.

3Choose Subheading from the Available styles list.

4Click the Insert button.

5Repeat the process for the remaining subheadings in your

document.

Other things you can do

Another convenient way to create a text style while you edit a

document is to use the QuickStyle feature. QuickStyles are styles that

are based on the formatting in effect at the cursor location. You can also

create QuickStyles for paragraphs.

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Create a QuickStyle

1Select the text or paragraph.

2Click Format ` Styles.

3Click the QuickStyle button.

4In the QuickStyle dialog box, type a name for the style in the Style

name box.

5Type a description for the style in the Description box.

6Enable one of the following options:

• Character with automatic update — creates a QuickStyle for text

• Paragraph with automatic update — creates a QuickStyle for

paragraphs

7Click the OK button.

When you save a style, you can associate it with a specific template or

with the active document only. Or, if you plan to use the style with a

different template or on a different computer, you can save the style as

a separate file.

Save a text style

1Click Format ` Styles.

2Click Options ` Save as.

3In the Save styles to dialog box, type a filename in the Filename

box.

4In the Style type area, enable one of the following options:

• Both — includes both the styles you have created and the preset

styles provided with WordPerfect

• User styles — includes only the styles you have created

• System styles — includes only the preset styles provided with

WordPerfect

5Click the OK button.

6Click Options ` Settings.

7In the Style settings dialog box, enable one of the following

options in the Save new styles to area:

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How to create styles for text and graphics 35

• Current document — associates the style with the active

document

• Default template — associates the style with the default

template

• Additional objects template — associates the style with an

additional objects template

The Additional objects template option is available only if you

have specified a second default template to use for additional

objects such as keyboards, menus, template macros, toolbars, and

styles.

8Click the OK button.

Just as you can create styles for items such as headings, you can also

format how you want graphics to appear.

Create a graphics style

1Click Format ` Graphics styles.

2Enable one of the following options in the Style type area:

• Box

• Border

• Fill

• Line

3Click the Create button.

4Type a name for the style in the Style name box.

5Change any of the settings to modify the attributes of the graphics

style.

6Click the OK button.

7In the Graphics styles dialog box, click the Close button.

Where to go from here

You’ve now created styles for the section headings in the document,

and you’ve created a graphics style. Next, you’ll learn how to add

bulleted lists to your document.

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How to create bulleted lists 37

How to create bulleted lists 6

TUTORIAL

Bullets help to differentiate items in a list or add emphasis to selected

paragraphs. You might want to mark list items with bullets, rather than

with numbers or outline levels, when the order of the list items is not

important and you do not need to show hierarchical relationships in the

list.

When creating a bulleted list, you can choose a preset bulleted list

format, or you can replace the bullet in the format with a custom

symbol, such as a heart, star, or check mark. You can also create a list

that uses check boxes.

What you’ll learn to do

•create a list style

•create a bulleted list

•create a custom bullet

•apply the list format

•create a list format

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

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2Open the WP_3_Lists.wpd file.

After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Bullets.wpd).

3Click the Save button.

You’re now ready to customize a bulleted list format and apply it to your

document.

Step 3: Customize a bulleted list format

1Locate a bulleted list in the working document, and click anywhere

in the list.

Make sure that your cursor appears within the list.

2Click Insert ` Outline/Bullets & numbering.

3In the Bullets & numbering dialog box, click the Bullets tab.

4Click the Create button.

5In the Create format dialog box, type Arrow in the List name box.

6From the Based on list box, choose the fourth item down, which

includes standard bullet symbols.

7Click in the Te x t b ef o re box, and press the Backspace key.

8On the keyboard, press Ctrl + W.

This shortcut key opens the Symbols dialog box.

9From the Set list in the Symbols dialog box, choose Iconic symbols.

10 In the Number box, type 5,152 to insert a right-pointing arrow.

The number 5 represents the Iconic Symbols set, and the number

152 represents the specific symbol. This symbol matches the arrow

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How to create bulleted lists 39

that is used in the final real-estate document, which you are

re-creating in these tutorials.

11 Click the Insert and Close button.

12 Click the OK button.

The new bulleted list format is now applied to the active list. Next,

you’ll apply this same format to the other lists in the document.

Step 4: Apply the Arrow list format to the other lists

1Locate the next bulleted list in your working document, and click

anywhere in the list.

2Click Insert ` Outline/Bullets & numbering.

3In the Bullets & numbering dialog box, choose the Arrow list

format.

The Arrow list format should appear last because it is the most

recently added format.

4Click the OK button.

5Repeat this procedure for all the remaining lists.

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Other things you can do

WordPerfect gives you many ways to add a professional look and feel to

your documents. By customizing your lists, you can make them more

effective and easily reflect your own personal style.

Here is an additional method for choosing a custom bullet, plus a

method for creating your own bulleted or numbered list formats.

Create a list format

1Click Insert ` Outline/Bullets & numbering.

2Click one of the following tabs:

• Numbers — lets you create formats for numbered lists

• Bullets — lets you create formats for bulleted lists

3Click the Create button.

4In the Create format dialog box, type a name for the list format in

the List name box.

5Type a description for the list format in the Description box.

6In the List type area, enable one of the following options:

• Single level list — lets you create a list with only one level

• Multilevel list (outline) — lets you create a list with multiple

levels

7Choose a style from the Based on list box.

If you want to add text before the list number, type the text in the

Tex t b e fo r e box.

8Click the OK button.

Where to go from here

You have successfully created and customized your bulleted lists.

Next, you’ll add a table to your document.

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How to create and format tables 41

How to create and format

tables 7

TUTORIAL

With WordPerfect, you can easily create tables that are visually

appealing and user-friendly. Tables let you organize cells of data in rows

and columns and are perfect for presenting lists, schedules, financial

data, comparisons, and summaries.

In this tutorial, you’ll create a simple, two-column table that lists all the

tasks someone would complete before moving to a new house. The

table will include headings that define the time frame for each task.

What you’ll learn to do

•convert a list to a table

•create subheadings in a table

•split columns

•create a table

•specify a width for table columns

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Open the WP_4_Table.wpd file.

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After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Tables.wpd).

3Click the Save button.

Now you’re ready to create a table from a list in your working

document.

Step 3: Convert a list to a table

1Select the text that makes up the Appendix.

2Click Ta b l e ` Convert.

3In the Convert: Text to Table dialog box, enable the Paragraphs

option in the Tex t De l i m it e rs area.

4Click the OK button.

The selected text has now been converted to a table format.

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How to create and format tables 43

Instead of having column headings, the table in this tutorial has

highlighted rows that organize the table content according to time

periods. These rows act as subheadings within the table.

Step 4: Create table subheadings

1Position the cursor in the first row of the table.

2Click Ta b l e ` Borders/Fill.

3In the Properties for Table Borders/Fill dialog box, click the Cell

tab, click the Fill button, and enable the 100% Fill option.

4Click the Foreground button, and choose Light Gray from the

Foreground palette.

5Click the OK button.

The gray fill identifies the content in the first row as a subheading

within the table.

6Select the text in the first row of the table.

7Click Format ` Font.

8Enable the Bold check box.

9Click the OK button.

In addition to changing the font and font attributes of text in a cell, row,

column, or table, you can also apply other formatting, such as

highlighting, indents, drop caps, and so forth. For more information,

see “Formatting text” in the section “Editing and formatting

documents” of the WordPerfect Help.

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The QuickFormat™ feature of WordPerfect allows you to copy the

formatting from a selection and apply it many times. You can copy and

apply formatting from any text, not only from tables.

Step 5: Repeat the formatting

1Select the text in the first row of the table.

2Click Format ` QuickFormat.

3In the QuickFormat dialog box, enable the Selected table cells

option.

Notice that the appearance of the pointer has changed to a brush,

which indicates that you can apply the formatting to other cells.

4Click in each of the remaining subheading rows to apply the same

formatting.

5When you have finished formatting the subheadings, click Format `

QuickFormat to turn off the QuickFormat tool.

Now that the “Planning a Move” list is within a table, you can add details

as needed. For example, you can add a column to track task-related

information, such as whether the task is complete or which family

member is in charge of the task.

Step 6: Split the columns

1Click Ta b le ` Split ` QuickSplit Column.

2Move the pointer across the row. You’ll see two numbers that

indicate the size of the columns if you split the existing column at

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How to create and format tables 45

that location. Click when the numbers indicate a size of 4 inches for

the first column.

Repeat the previous step for every row that you want to split. You

can split multiple rows at one time.

Notice that in the final real-estate document, all the rows that list

tasks have been split.

3When you are finished splitting rows, click Tab le ` Split `

QuickSplit Column to turn off the QuickSplit tool.

Other things you can do

You can create a table anywhere in a document window.

Create a new table

1Click Ta b le ` Create.

2Typ e th e fo l lo w i n g va lu e s in the following boxes:

• Columns: 2

• Rows: 31

3Click the Create button.

When you create a table, the column widths are automatically

equalized. Sometimes, however, you may want to resize one or more

columns — for instance, you may want to increase the width to

accommodate the widest line of text in the column.

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Accommodate the widest line of text in a table column

1Position the cursor in a table.

2Click Ta b l e ` Size column to fit.

Try the next technique if you need to fix unequal column widths in a

table.

Equalize the width of table columns

1Select two or more cells from adjacent columns.

2Click Ta b l e ` Equal column widths.

You can also specify an exact width for table columns.

Specify a width for table columns

1Select a table column.

2Click Ta b l e ` Format.

3Click the Column tab.

4In the Column width area, type 5 in the Width box.

5Click the OK button.

You can enable the Always keep width the same check box to maintain

the current column width regardless of changes to the width of other

columns, or changes to the left and right margin settings within

columns.

Where to go from here

You have successfully added and formatted tables in your document.

Next, you’ll learn how to add visual interest by inserting graphics and

images in your document.

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How to add images and captions 47

How to add images

and captions 8

TUTORIAL

Adding images to your document can be an effective way to convey

information and to make your document more visually appealing. With

WordPerfect, you can easily insert graphics or photos, as well as add

accompanying captions.

What you’ll learn to do

•insert a graphic file

•wrap text around a graphic

•add a caption

•load photos from a digital camera

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Click the WP_5_Images.wpd file.

After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

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Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Images.wpd).

3Click the Save button.

Now you’re ready to add a graphic to the title page. WordPerfect lets

you insert graphics in many industry-standard file formats, including

GIF, JPEG, TIF, and BMP.

Step 3: Insert a graphic file

1Go to the first page of your working document, and position the

cursor to the left of “Acme Real Estate.”

2Click Insert ` Graphics/Pictures ` From File.

3Browse to one of the following locations, depending on whether

you are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

4Select the logo.wpg file.

5Click the Insert button.

Now that you’ve inserted the graphic file into your document, you’ll

wrap the text around it.

Step 4: Wrap text around the graphic

1Right-click the graphic you just inserted, and click Wrap.

2In the Wrapping type area, enable the Square option.

3In the Wrap text around area, enable the Right side option.

4Click the OK button.

Next, you’ll add a caption for the graphic.

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How to add images and captions 49

Step 5: Add a caption

1Right-click the graphic, and click Caption.

2In the Box caption dialog box, choose Right from the Position list

box.

3Click the Edit button.

4Replace the default text Figure 1 with Since 1987.

Note that WordPerfect automatically adds counters for captions

and other elements in a document. Each box style has a different

caption numbering style. For example, all figure boxes are

numbered in sequence, and the number appears after the word

“Figure.” You can change the numbering style of a box caption, or

you can delete the caption number by selecting it and clicking

Delete.

5Select the text, and click Format ` Font.

6In the Font Properties dialog box, choose 8 from the Size list box.

7Click the OK button.

Now that you have added a graphic and a caption, you’ll fine-tune the

alignment of elements on the title page.

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Step 6: Complete the title page

1Highlight the text “Selling and Buying a Home.”

2Click Format ` Justification ` Center.

3Select the logo, and drag it to the right so that the left side of the

graphic aligns with the left side of the document title.

Notice that the company name and address also move to the right

because of the Wrap text property.

Other things you can do

If you take photos with a digital camera, you can load the photos from

your camera right into a WordPerfect document.

Load photos from a digital camera

1Connect a digital camera to your computer.

2Click Insert ` Graphics/Pictures ` Select source.

3Choose a digital camera from the Sources box.

4Click Insert ` Graphics/Pictures ` Acquire image.

5Choose the images that you want to load from the dialog box that

appears.

If your digital camera does not support WIA, you’ll be presented

with the digital camera’s interface for loading photos. Available

options vary, depending on the digital camera.

6Click the Get pictures button.

The button on your digital camera may have a different name, such

as “Send.”

If you want to load additional photos during the same session, just

click Insert ` Graphics/Pictures ` Acquire image.

Where to go from here

You’ve successfully added images and captions to your document. Next,

you’ll learn to create a table of contents to make your document easier

to navigate.

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How to add a table of contents 51

How to add

a table of contents 9

TUTORIAL

In a few simple steps, you can add a table of contents to your document.

A table of contents is a handy outline that lists main topics in the order

of their appearance in a document, along with the page number of each

topic. By quickly glancing at the topics in the table of contents, readers

can gain a sense of the document’s content and scope. They can also

easily access particular sections of the document.

What you’ll learn to do

•define a table of contents

•generate a table of contents

If you followed the tutorial in Chapter 5, “How to create styles for text

and graphics,” you marked a document with heading styles and added

markers for the table of contents. Using the styles created in that

tutorial, you can easily generate a table of contents that is based on the

heading text.

If you have not followed the tutorial in Chapter 5, you can still generate

a basic table of contents by using preset heading styles and marking the

headings manually, as described in the “Other things you can do”

section of this tutorial.

First, you’ll need to access the sample document.

Step 1: Open the sample document

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

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52 Corel WordPerfect Office X4 Guidebook

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Open the WP_6_TOC.wpd file.

After you open the sample document, you’ll save it with a new filename

to create a working document. By creating a working document, you’ll

keep the sample document unchanged so that the tutorial can be

reused.

Step 2: Create a working document

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Contents.wpd).

3Click the Save button.

Next, you need to define a table of contents for your document. By

defining a table of contents, you establish how it will display in the

document by specifying things such as the number of levels, the

position and the look of the page numbers, and the style of each level.

Step 3: Define a table of contents for the document

1Position the cursor under the Contents title on page 3.

2Click To o l s ` Reference ` Table of contents.

3Click the Define button.

4In the Number of levels box, type 2.

This number specifies how many levels of headings your document

has.

5For the TableofCont1 style, choose Text ..... # from the Position list

box.

6For the TableofCont2 style, choose Text ..... # from the Position list

box.

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How to add a table of contents 53

The indentation of levels in the table of contents is adjusted

according to the number of heading levels you specify.

7Click the OK button to close the Define table of contents dialog

box.

8In the Reference tools dialog box, click the Close button.

Notice that the text << Table of Contents will generate here >>

now appears on the page where you positioned your cursor.

Now that you’ve defined how and where the table of contents will

appear in your document, you are ready to generate the table of

contents. When you generate a table of contents, WordPerfect searches

the document for the table of contents entry markers. This information

is inserted on the table of contents page in the document.

You need to regenerate the table of contents whenever you update

information in the document.

Step 4: Generate the table of contents

1Click To o l s ` Reference ` Table of contents.

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54 Corel WordPerfect Office X4 Guidebook

To ensure that the table of contents is generated before you save or

print the document, enable the Auto generate check box. If you do

not generate a table of contents after editing the document, a

warning appears when you attempt to save or print.

2Click the Generate button.

3In the Generate dialog box, click the OK button.

Other things you can do

If the headings in a document were not created by using styles with

Table of Contents markers, you can still create a table of contents by

first scrolling through the document and marking each heading

manually.

Mark entries for a table of contents

1Click To o l s ` Reference ` Table of contents.

2Position the cursor at the beginning of a title that you want to

display in the table of contents.

3Choose a level from Mark 1 through Mark 5. The level you choose

depends on the levels you defined for the table of contents. Each

mark corresponds to a level of indentation.

4Repeat the previous two steps for each title that you want to

display in the table of contents.

You can press Alt + F3 to view the mark codes for the table of

contents. Then, you can go ahead and generate a table of contents

as described earlier in this tutorial.

Where to go from here

You have successfully inserted a table of contents in your document.

Next, you’ll learn how to work with formulas in Quattro Pro.

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How to add formulas to Quattro Pro spreadsheets 55

How to add formulas to

Quattro Pro spreadsheets

10

TUTORIAL

Formulas are mathematical equations that calculate a final value, such

as the sum of two cells or the total of a column. By using formulas, you

can make your Quattro Pro spreadsheets more effective. In addition,

you can use cell references in the formulas so that results are

automatically updated if the cell values change, or if you copy a formula

to a new cell.

Introducing formulas in Quattro Pro spreadsheets is a great way to help

you track your personal financial investments. For example, you can

create a spreadsheet with stock purchases, stock ticker symbols,

purchase dates, purchase volume, and purchase price. You can also

track the broker’s commission paid, as well as the average cost per unit

of stock.

In this tutorial, you’ll create a basic formula that determines the average

cost per unit of stock. The formula will total the cost of the purchase,

including the commission, and then divide the total by the number of

stocks purchased. You’ll use basic operators and cell references to

create this formula.

What you’ll learn to do

•create a basic formula

•copy a formula to a new cell

•apply a currency format

•apply a date format

First, you’ll need to access the sample notebook.

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Step 1: Open the sample notebook

1Go to one of the following locations, depending on whether you

are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

2Open the QP_1_Formulas.qpw file.

After you open the sample notebook, you’ll save it with a new filename

to create a working notebook. By creating a working notebook, you’ll

keep the sample notebook unchanged so that the tutorial can be

reused.

Step 2: Create a working notebook

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Stock_Purchases.wpd).

3Click the Save button.

Now you’re ready to create a basic formula.

Step 3: Create a basic formula

1Click the first cell of the Average Cost/Unit column (Cell G3).

2Typ e an equal sign (=) in the cell.

The equal sign establishes the values that follow as part of a

formula.

3Typ e an opening parenthesis [ ( ] in the cell.

The opening parenthesis establishes the order of operations. The

total cost needs to be divided so that the average cost can be

determined.

4Click the first cell of the Number of stocks column (Cell D3).

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How to add formulas to Quattro Pro spreadsheets 57

Notice that the D3 cell reference is added to the formula in cell G3.

5In cell G3, type the multiplication sign (*).

6Click the first cell of the Stock price column (Cell E3).

The E3 cell reference is also added to the formula in cell G3.

7In cell G3, type the plus sign (+).

8Click the first cell of the Commission column (Cell F3).

9In cell G3, type a closing parenthesis [ ) ], and then type a division

sign ( / ).

10 Click the first cell of the Number of stocks column (Cell D3), and

press Enter to perform the calculation.

The calculation is performed, and the average cost per unit for the

first stock is determined.

Now you’re ready to copy the formula to a new cell. When you copy a

formula to a new cell, the cell references are automatically updated to

reflect the new cell location, and the new result is displayed.

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58 Corel WordPerfect Office X4 Guidebook

Step 4: Copy a formula to a new cell

1Click the first cell of the Average Cost/Unit column (Cell G3).

2Click Edit ` Copy.

3Select cells G4 to G6.

The cells G4 to G6 are selected.

4Click Edit ` Paste.

The results are automatically displayed in the selected cells.

Next, you’ll apply a currency format to the data. Currency is a numeric

format that lets you choose the symbol for a particular currency — for

example, the euro.

Step 5: Apply a currency format to the data

1Click in the first cell in the Stock price column (E3), press Shift, and

click in the last cell in the Average Cost/Unit column (G6).

2Click Format ` Selection Properties, click the Numeric Format tab,

and choose Currency from the Numeric Formats list.

3In the Currency area, ensure that the value in the Decimal Places

box is 2.

4Click the OK button.

Now you’re ready to apply a date format.

Quattro Pro reads dates and times as values. Specific formatting and

calculation criteria are applied, depending on the date and time criteria

that you have set as defaults. When you type a date, the cell formatting

automatically switches to the date format that you previously specified.

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How to add formulas to Quattro Pro spreadsheets 59

Step 6: Apply a date format

1Click in the first cell of the Date of purchase column (C3), press

Shift, and click in the last cell (C6).

2Click Format ` Selection Properties, click the Numeric Format tab,

and choose Date from the Numeric Formats list.

3In the Date area, enable the DD-MMM-YYYY option.

4Click the OK button.

Where to go from here

You have successfully created a basic formula to calculate the average

cost per unit of stock purchased. Next, you’ll learn how to use

Presentations to create customized slide shows.

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How to create customized slide shows 61

How to create customized

slide shows

11

TUTORIAL

One way to create a customized slide show with Presentations is to

import an outline from a WordPerfect document. In Presentations, an

outline is a list that includes the text for every slide in a slide show. The

outline provides the data relationship, or map, that Presentations uses

to place the content into the slides. When you import an outline from

a WordPerfect document, the headings in the WordPerfect document

appear in the Presentations file as slide titles, and the corresponding

body text appears beneath the slide titles.

In this tutorial, you’ll create a blank slide-show file and then import an

outline based on the final real-estate document that is installed with

Corel WordPerfect Office.

What you’ll learn to do

•create a blank slide-show file

•import an outline into a slide show

•change a slide’s layout

•apply a slide show master

•customize the master layout

•play a slide show

•modify the master background layer

•save a customized master

•edit an outline

•insert an image

•resample an image

First, you’ll need to create a slide-show file. In this tutorial, the method

for creating a working file differs from the one you used for the previous

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62 Corel WordPerfect Office X4 Guidebook

tutorials. Instead of opening a preexisting file, you’ll start by creating a

blank file.

Step 1: Create a slide-show file

1Click File ` Save as.

2In the File name box, type the new filename (for example,

My_Slide_Show.shw).

3Click the Save button.

Now you’re ready to import the WordPerfect outline. The outline that

you’ll use in this tutorial is an outlined based on the final real-estate

document that is installed with Corel WordPerfect Office.

Step 2: Import the outline

1Click View ` Slide Outliner.

2Click Insert ` File.

3Browse to one of the following locations, depending on whether

you are using the Windows Vista or Windows XP operating system.

Note that “X” refers to the drive where the operating system is

installed.

• On Windows Vista, go to X:\Users\Public\Public

Documents\WordPerfect Office\X4\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All

Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.

4Choose PR_Outline.wpd.

5Click the Insert button.

Each first-level heading in the outline becomes a slide title, and any

second-level or third-level headings are converted to slide text.

Next, you’ll modify the text formatting on a slide by choosing a layout.

The layout layer of a slide can consist of titles, subtitles, bulleted lists,

data charts, and organization charts.

Step 3: Change the layout of a slide

1Click View ` Slide Editor.

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How to create customized slide shows 63

2Click slide 4.

3Click Format ` Layout Gallery.

4On the Appearance page, click the Title layout for the Layout layer.

An alternate way to change the layout of a slide is by opening the

Select layout picker and clicking a layout.

5Click the OK button.

You can add up to 30 different layouts to a slide show.

To simplify the process of creating slide shows, Presentations includes

a collection of professionally designed masters. These masters contain

slide backgrounds and layouts that include preset objects, such as

titles, bulleted lists, and charts. The presets let you concentrate on the

content of the slide show, rather than on the format.

The masters in the Master Gallery are grouped into categories. You can

use a master provided with Presentations in the Master Gallery.

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Step 4: Apply a master to the slide show

1Click Format ` Master Gallery.

2Choose Design from the Category list box.

3Choose the Blue Chevrons master from the master list.

An alternate way of choosing a master is by clicking the Master

gallery button on the toolbar.

4Click the OK button.

The layout layer of your master includes placeholders for objects such

as titles, subtitles, bulleted lists, text, data charts, and organization

charts. Objects on the layout layer appear on top of objects on the

background layer. You can customize the layout layer by adding,

modifying, and removing objects.

Step 5: Customize the master layout layer

1Click Edit ` Layout layer.

2On the Title layout slide, click the first title box to select it.

3Click Format ` Font.

4Choose the 54 from the Size list.

5Click the OK button.

6Click the second title box to select it.

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How to create customized slide shows 65

7Click Edit ` Delete.

8On the Bulleted List slide, click the bulleted list.

9Click Format ` Bulleted List Properties, and click the Bullets tab.

10 Select the first-level bullet, and change the Foreground color to

white.

Repeat this step for the second-level and third-level bullets.

11 Click Edit ` Slide Layer.

Now that you’ve created your slide show, you can check its appearance

by playing it manually. When you play a slide show manually, you can

control the display of each slide.

Step 6: Play your slide show

1Click View ` Play slide show.

2Choose a slide from the Beginning slide list box.

If you want to play the slide show continuously, enable the Repeat

slide show until you press “Esc” check box.

3Click the Play button.

4Click in the slide-show window to advance to the next slide or

animation.

If you want to return to the previous slide or animation, right-click

the slide show window, and click Previous slide.

Other things you can do

The background layer determines the overall color and size of a slide.

You can easily change the appearance of a slide show by modifying the

background layer. This example shows you how to add a date to the

background layer.

Modify the master background layer

1Click Edit ` Background layer.

2Click Insert ` Te x t B ox .

3Drag in the lower-right corner of the background to define a text

box.

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66 Corel WordPerfect Office X4 Guidebook

4Position the cursor in the text box.

5On the property bar, type 20 in the Font Sizes box.

6Click Insert ` Date/Time.

7Choose a time format from the Date/Time formats list.

8Click the Insert button.

The date appears in the lower-right corner of each slide in the slide

show.

Now that you have modified both the layout and background layers,

you can save the changes as a Presentations master and make it

accessible from the Master Gallery.

Save a customized master

1Click File ` Save As.

2Choose Presentations Master 7-X4 from the File type list box.

3Click the Save in list box.

4Browse to X:\Program Files\Corel\WordPerfect Office

X4\Languages\EN\Masters where “X” represents the drive where

the operating system is installed.

5Click File ` New ` Folder.

6Ty p e My designs in the new folder name box.

7Double-click the My designs folder.

8Typ e My_master in the File name box.

9Click the Save button.

The next time that you create a slide show, your customized master

will appear in the Master Gallery under the My designs category.

You can edit the outline in the Slide Outliner by typing content for slide

titles, subtitles, text slides, bulleted list slides, and combination slides.

Edit an outline

1Click View ` Slide Outliner.

2Type a title in the slide show, and press Enter.

3Type a subtitle in the slide show, and press Enter.

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How to create customized slide shows 67

4Type any text in the slide show.

5Click Insert ` New slide.

6In the New slide dialog box, click a slide layout on the Layout

palette.

If you delete text, you can restore it by clicking the Undelete

button on the property bar and then clicking Restore. To move an

outline up or down one level, click the Previous level button or

the Next level button on the property bar.

Next, try enhancing your slide show by inserting images, such as photos

or clipart objects from the Scrapbook™.

Insert an image from the Scrapbook

1Click Insert ` Graphics/Pictures ` Clipart.

The Scrapbook window appears.

The Scrapbook window

2Click one of the following tabs:

• Clipart — vector graphics

• Photos — bitmap images

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68 Corel WordPerfect Office X4 Guidebook

3Choose a category from the list.

4Click a graphic on the palette.

5Click the Insert button.

6Click the Close button.

You can use the Scrapbook to insert clipart from a CD. Just insert

the CD into the CD drive, and choose your clipart.

Now, try adding images to your slide show from files that you’ve saved

on your computer.

Insert a graphic from a file

1Click Insert ` Graphics/Pictures ` From file.

2Choose the drive and folder where the file is stored.

3Choose a file.

4Click the Insert button.

You can improve the print quality of an image by improving its

resolution, a process known as resampling. Resampling lets you reduce

the file size and memory requirements of your images when you edit,

print, or save documents.

Resample an image

1Click an image.

2Drag the handles to resize the image.

3Click To o l s ` Resample bitmap.

4Click the Resample button.

Where to go from here

You have successfully created a customized slide show from your

WordPerfect document. Next, you’ll learn how to collect

information and ideas with WordPerfect Lightning.

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How to gather information with WordPerfect Lightning 69

How to gather information

with WordPerfect Lightning

12

TUTORIAL

WordPerfect Lightning makes it easier than ever to capture, use, and

reuse ideas, information, and images. WordPerfect Lightning has three

basic components — the Navigator, the Viewer, and the Notes window.

In this tutorial, you’ll use these components to gather and store

content, and then send the content to WordPerfect to create a polished

document.

What you’ll learn to do

•create a folder

•create a note

•change the background color of a note

•add a background image to a note

•take a snapshot

•close and rename a note

•send a note to a word processor

•send a folder to a word processor

The Navigator in WordPerfect Lightning has a familiar tree structure,

which makes project management a snap. The Navigator lets you create

folders to store and organize content, such as documents and notes.

Step 1: Create a folder

•From the Navigator, click the New Folder button .

By default, new folders are created at the root level.

Now, you’re ready to create a note. WordPerfect Lightning lets you

create notes for a variety of purposes. Notes can serve as building

blocks for a document or as aids to project organization. For example,

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70 Corel WordPerfect Office X4 Guidebook

you can use notes to create lists, task reminders, or comments about a

document or Web page.

Step 2: Create a note

•From the Navigator, click the New Note button .

Now, you’re ready to alter the appearance of a note. You can change the

appearance of notes by changing the background color and modifying

the font settings.

Step 3: Change the background color of a note

1In the Notes window, click the Note Properties button .

2In the Note Properties dialog box, click the Background color

picker.

3In the Colors dialog box, choose a color from the Basic colors area,

and click the OK button.

4In the Note Properties dialog box, click the OK button.

You can also change the appearance of a note by adding a background

image.

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How to gather information with WordPerfect Lightning 71

Step 4: Add a background image to a note

1In the Notes window, click the Note Properties button .

2In the Note Properties dialog box, click the button next to the

Background image box.

3In the Open dialog box, browse for an image file, select it, and click

the Open button.

4In the Note Properties dialog box, click the OK button.

Now, you’re ready to learn how to gather content with WordPerfect

Lightning. You can quickly add content to a note by pasting text or

images copied from another source, such as a document, a Web page,

or another note. In this example, you’ll paste text from a Web site.

Step 5: Take a snapshot

1In the Notes window, click the arrow next to the

Snapshot button , and choose Take Snapshot to This Note.

Notice that the pointer is replaced by crosshairs.

The Snapshot button lets you take a snapshot either to the active

note or to a new note.

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72 Corel WordPerfect Office X4 Guidebook

2Make a selection by dragging around the area that you would like

to include in the image.

The selected area appears in the Notes window.

Now, you’re ready to close and rename your note. When closed, notes

are saved automatically in a root folder in the Navigator; however, you

can move notes to other folders in the Navigator.

Step 6: Close and rename your note

1Click the Close button in the upper-right corner of the Notes

window.

When you close the Notes window, WordPerfect Lightning

automatically saves your notes in the Navigator.

2From the Navigator, right-click the <untitled note> item, and

choose Rename.

3Type a name for your note.

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How to gather information with WordPerfect Lightning 73

Now, you’re ready to send a note to a word processor to create a formal

document. The tools in a word processor let you apply additional

formatting, control page layout, check grammar and spelling, and use

other features to refine your document. You must have either

WordPerfect or Microsoft Word installed in order to complete this task.

Step 7: Send a note to a word processor

1From the Navigator, select a note.

2Click the arrow next to the Send to button , and choose Send to

Word Processor.

The Send to button lets you send notes to a word processor, an

e-mail application, or a blog.

3In the Choose Word Processor dialog box, enable one of the

following options:

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74 Corel WordPerfect Office X4 Guidebook

• WordPerfect

• Microsoft Word

4Click the OK button.

The note content appears in a new document window within your

word processor.

You can also send a note to a word processor from within the

Notes window by clicking the Send to button and choosing

Send to Word Processor.

Now, you can send the contents of a folder to a word processor.

Step 8: Send the contents of a folder to a word

processor

1In the Navigator, right-click a folder, and choose Send to Word

Processor.

2In the Choose Word Processor dialog box, enable one of the

following options:

• WordPerfect

• Microsoft Word

3Click the OK button.

The folder’s content appears in a new document window within

your word processor.

Where to go from here

You have successfully used WordPerfect Lightning to gather information

and send it to a word processor. Now, you can use what you learned in

the WordPerfect tutorials (Chapters 4 through 9) to format your rough

content and create a polished document.

PART 3: REFERENCE

PART 3: REFERENCE

Sharing content with others 77

Sharing content with others

13

R

EFERENCE

Corel WordPerfect Office includes tools and features that let you easily

share content with others. For example, you can e-mail documents

directly from Corel WordPerfect Office programs. You can convert your

files to the industry-standard file formats PDF and HTML. You can even

open PDF files in WordPerfect and WordPerfect Lightning.

If you need to share files with Microsoft Office users, you can convert

them to Microsoft Office formats. For more information, see “Working

with users of Microsoft Office” on page 87.

In this chapter, you’ll learn about

•working with PDF files

•creating Web-compatible content

•e-mailing files

•creating envelopes

•creating mailing labels

•using password protection

•excluding metadata when saving documents

Working with PDF files

When you need to share files with others, you can publish them to PDF

and preserve the typography, images, graphics, color, and formatting of

the original file. To view the PDF file, the recipients of the file must have

Adobe Reader or WordPerfect Lightning installed on their computers.

In addition, you can create PDF files that are compatible with different

versions of Adobe® Acrobat® and with the PDF/A standard. The

purpose of the PDF/A standard is to ensure the reliable reproduction of

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78 Corel WordPerfect Office X4 Guidebook

documents for long-term preservation. In other words, the PDF/A

documents that you create today will be readable for years to come.

To publish to PDF

1Click File ` Publish to PDF.

2Choose the drive and folder where you want to save the file.

3Type a filename in the File name box.

4From the PDF style list box, choose one of the following options:

• Commercial printing (Largest file size) — creates a high-quality

PDF to send to a printer or digital copier

• PDF/A-1a (Level A compliance) — creates a standardized PDF file

that ensures the long-term archiving of the document. This

option allows document tags and font encoding to be preserved.

• PDF/A-1b (Level B compliance) — creates a standardized PDF file

that ensures the long-term archiving of the document. This

option does not include the preservation of document tags and

font encoding.

• Publishing online (Smallest file size) — creates a PDF suitable for

online viewing, such as a document to be distributed by e-mail or

displayed on the Web

• Publishing online and printing — creates a PDF suitable for

viewing or printing on a laser or desktop printer

5Click the Save button.

If you do not want the PDF file to open automatically after you save

it, disable the Open PDF after saving check box.

To import PDF documents into WordPerfect

1Click File ` Open PDF.

2Choose the drive and folder where the PDF document is stored.

3Choose the file.

4Click the Open button.

The Open PDF settings dialog box appears.

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Sharing content with others 79

If the PDF document is protected by a password, type the password

in the Password box. If both permission and open passwords are

applied, type the permission password in the Password box.

5In the Page range area, enable one of the following options:

• Full document — To import an entire document, enable this

option.

• Pages — To import part of a document, enable this option, and

type a page range in the box.

6Click the Open button.

The PDF import dialog box appears.

You can import the content from the PDF file without text

formatting by enabling the Bring in content from original PDF

without any formatting check box.

To change the PDF compatibility settings

1Click File ` Publish to PDF.

2Click Settings.

The Publish to PDF settings dialog box appears.

3On the General page, choose a compatibility option from the

Compatibility list box:

• Acrobat 3.0 (PDF 1.2) — creates a PDF file that is compatible with

Adobe Acrobat 3.0

• Acrobat 4.0 (PDF 1.3) — creates a PDF file that is compatible with

Adobe Acrobat 4.0

• Acrobat 5.0 (PDF 1.4) — creates a PDF file that is compatible with

Adobe Acrobat 5.0

• PDF/A-1a — creates a standardized PDF file that ensures the

long-term archiving of the document. This option allows

document tags and font encoding to be preserved.

• PDF/A-1b — creates a standardized PDF file that ensures the

long-term archiving of the document. This option does not

include the preservation of document tags and font encoding.

4Click the OK button.

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80 Corel WordPerfect Office X4 Guidebook

To view PDF documents in WordPerfect Lightning

1From either the Viewer or the Navigator, click the Open button

on the toolbar.

2Choose the folder where the document is stored.

3Right-click the filename, and click Open with ` WordPerfect

Lightning Viewer.

Creating Web-compatible content

Corel WordPerfect Office lets you create Web-compatible content by

publishing WordPerfect documents, Quattro Pro spreadsheets, and

Presentations slide shows to HTML.

To publish a WordPerfect document to HTML

1Click File ` Publish to ` HTML.

2Typ e a n am e i n th e HTML filename box.

3Click the Publish button.

To save a spreadsheet range as an HTML document

1Click File ` Publish to ` Internet.

2In the Ranges and charts to convert area, click the Range picker

, and select a range of cells.

3Click the Add button.

4In the Export range as area, enable one of the following options:

• Table exports HTML table formatting tags

• Text exports only text, excluding HTML table formatting tags

5Type a path and filename in the Save file box.

6Click the OK button.

To publish a slide show as an HTML document

1Click File ` Internet Publisher.

The Corel® Internet Publisher™ wizard starts.

2Click the Next button.

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Sharing content with others 81

3Click Layout.

4Enable one of the following options:

• Create a new layout

• Use an existing layout

5Choose the formatting options for the slide show by following the

instructions in the Corel Internet Publisher wizard.

6Click the Finish button.

E-mailing files

You can e-mail files from any Corel WordPerfect Office program by using

the default e-mail program that is installed on your computer, such as

Microsoft Outlook.

To e-mail a file

•Click File ` Send to ` Mail recipient.

Your default e-mail program starts.

Creating envelopes

When you create an envelope, you can insert addresses from a

WordPerfect or Microsoft Outlook address book. If you haven’t done so

already, you need to specify which address book you want WordPerfect

to use.

After creating an envelope, you can print it. For information about

printing envelopes, see “Working with envelopes and labels” in the

WordPerfect Help.

To choose an address book for WordPerfect

1Click To o l s ` Settings.

2Click Environment.

3In the Environment settings dialog box, click the General tab.

4From the Address book list box, choose one of the following:

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82 Corel WordPerfect Office X4 Guidebook

• WordPerfect address book

• Outlook address book

To create an envelope

1Click Format ` Envelope.

2Click the Address Book button in the Return address area, and

choose a contact.

3Click the Insert button.

4Click the Address Book button in the Mailing address area, and

choose a contact.

5Click the Insert button.

6Click one of the following:

• Create new — creates an envelope in a new document

• Append to doc — adds an envelope to the end of an existing

document as a page

The most recently used return address becomes the default return

address for future documents.

To change the size of an existing envelope, click the Envelope size

button on the property bar, and choose a new size.

Creating mailing labels

You can create a series of identical mailing labels that include your

name and address. You can also create a mailing label for each contact

in your address book. You can merge the contact information in your

WordPerfect or Microsoft Outlook address book with a sheet of mailing

labels. To do this, you need to specify which address book you want

WordPerfect to use. For more information, see “To choose an address

book for WordPerfect” on page 81.

When you merge the contact information in your address book with

labels, you begin by inserting merge fields into the first label that

appears in your document. The merge fields you choose direct

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Sharing content with others 83

WordPerfect where to print the corresponding contact information

from your address book. When you perform the merge, WordPerfect

replaces the merge fields in the main document with the information in

your address book.

After creating a label, you can print it. For information about printing

labels, see “Working with envelopes and labels” in the WordPerfect

Help.

To create a series of identical mailing labels

1In a blank document, click Format ` Labels.

2Select a label definition from the Labels list box.

3Type your name and address on the label.

4Click To o l s ` Merge.

5Click Form Document ` Create Form Document.

6Enable the Use file in active window option, and then click the OK

button.

7Enable the No Association option, and then click the OK button.

8Click the Options button.

9Type the number of labels you want in the Number of copies for

each record box, and then click the OK button.

10 Click the Merge button.

To perform a mail merge

1In a blank document, click Format ` Labels.

2From the Labels list box, choose the label style you want to use,

and then click the Select button.

3Click To o l s ` Merge.

4Click the Form Document button, and then choose Create Form

Document.

5In the Data Source File dialog box, enable the Use file in active

Window option.

6Click the OK button.

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84 Corel WordPerfect Office X4 Guidebook

7Click the Data Source button, and choose Associate an Address

Book.

8Choose an address book from the list box to the right of the Data

Source button.

9Click the Merge button.

10 Click the Insert Field button, and choose the fields you want to

insert from the Field Names list box.

11 Click Merge to generate the labels.

A new document that includes an address label for each of your

contacts is created.

Using password protection for PDF files

You can control access to a PDF file by applying an open password or a

permission password, or both. An open password secures a file and

prevents someone from opening it. A permission password allows

someone to open the file but allows or denies other specific tasks, such

as printing or editing. When only an open password is added, you are

allowing the PDF to be both opened and edited. If only the permission

password is applied, you have more control over which actions are

permitted.

To maximize the security of the PDF file, you can apply both types of

passwords to a PDF file concurrently. If both passwords are applied, the

person receiving the file can use either password to open the file for

viewing with Adobe Acrobat or Adobe Reader. If, however, you want to

allow someone to edit the document with Adobe Acrobat or print the

document with Adobe Acrobat or Adobe Reader, the person must use

the permission password. In addition, you must allow the person to

perform these actions.

To add an open password to a PDF file

1Click File ` Publish to PDF.

2Click Settings.

The Publish to PDF settings dialog box appears.

PART 3: REFERENCE

Sharing content with others 85

3Click the Security tab.

4Enable the Open password check box.

5Type a password in Open password text box.

To add a permission password to a PDF file

1Click File ` Publish to PDF.

2Click Settings.

The Publish to PDF settings dialog box appears.

3Click the Security tab.

4Enable the Permission password check box.

5Type a password in the Permission password text box.

6Perform one or more tasks from the following table.

Excluding metadata when saving

documents

Documents that you save with WordPerfect may contain information

that you do not want others to see. For example, the name of your

computer or a document summary may be included in the file. This

information, known as metadata, is used to identify, describe, and

locate electronic resources on a network. Metadata is used to enhance

the editing, viewing, filing, and retrieving of electronic documents. It is

important to keep this information stored in the original document, but

To Do the following

Add a printing permission Choose an option from the

Printing permissions list box.

Add an editing permission Choose an option from the

Editing permissions list box.

Allow the copying of content,

such as text and images

Enable the Enable the copying of

text, images, and other contents

check box.

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86 Corel WordPerfect Office X4 Guidebook

you can save a version of the document that excludes the metadata,

which allows you to share the document with others.

To exclude metadata when saving a document

1In WordPerfect, click File ` Save without metadata.

2Enable the Keep original document open check box.

If the Keep original document open check box is not enabled, the

original document will close, and the version without metadata will

remain open.

3In the Save without metadata dialog box, choose the drive and

folder where you want to save the document.

By default, _mtd is added to the filename to indicate that the file

does not contain metadata.

4In the Select metadata to remove area, enable any of the following

check boxes:

• Comment information

• Hidden text

• Annotations

• Undo/redo history

• Document summary data

• Headers

• Footers

• Hyperlinks

• OLE object information

• Routing slip

5Click the Save button.

PART 3: REFERENCE

Working with users of Microsoft Office 87

Working with users of

Microsoft Office

14

R

EFERENCE

Corel WordPerfect Office includes an array of compatibility features

that make it easy to transition from using Microsoft Office programs

and that facilitate the sharing of documents with Microsoft Office users.

For instance, you can simulate the workspace of a Microsoft Office

program while you are learning to use Corel WordPerfect Office. In

addition, you can easily open, import, export, and save Microsoft Word,

Microsoft Excel, and Microsoft PowerPoint files, reducing or

eliminating many of the difficulties that can arise when working with

multiple file formats.

In this chapter, you’ll learn about

•simulating a Microsoft Office workspace

•sharing documents with users of Microsoft Office

Simulating a Microsoft Office workspace

If you have worked mostly with Microsoft Office programs, you may

find it helpful to restore a familiar workspace while you are learning to

use a program in Corel WordPerfect Office. For example, you can

simulate the Microsoft Word workspace while you become accustomed

to working with WordPerfect. When you simulate a Microsoft Office

workspace, features such as toolbars and menu items are positioned

where you would find the equivalent features in the Microsoft Office

program. In addition, the shortcut keys of Microsoft Word and

Microsoft Excel are applied to the features of WordPerfect and Quattro

Pro, respectively, so that you can quickly access the tools you need.

PART 3: REFERENCE

88 Corel WordPerfect Office X4 Guidebook

You can also display the Compatibility toolbar, which lets you easily

save documents to Microsoft Office formats and publish them to HTML.

The Compatibility toolbar

To simulate a Microsoft Office workspace

1From WordPerfect, Quattro Pro, or Presentations, click Too ls `

Workspace manager.

2Enable the appropriate Microsoft Office workspace option in the

Workspace dialog box:

• For WordPerfect, choose Microsoft Word mode.

• For Quattro Pro, choose Microsoft Excel mode.

• For Presentations, choose Microsoft PowerPoint mode.

3Click the OK button.

To display the Compatibility toolbar

1From WordPerfect or Quattro Pro, click View ` To o l b a r s .

2From the Too l ba r s list, enable the Compatibility check box.

3Click the OK button.

In Presentations, the compatibility options are accessible from the

default toolbar.

Sharing documents with users of

Microsoft Office

You can share Corel WordPerfect Office files with Microsoft Office

users, and they can share their files with you. For example, to share a

WordPerfect document with a Microsoft Word user, you can save the

WordPerfect document as a Microsoft Word file, which automatically

converts the document to the Microsoft Word format. You can also save

Quattro Pro files to the Microsoft Excel format and Presentations files

to the Microsoft PowerPoint format.

PART 3: REFERENCE

Working with users of Microsoft Office 89

Similarly, if you receive a file created with a Microsoft Office program,

you can easily open it in the corresponding Corel WordPerfect Office

program. For example, opening a Microsoft Excel file with Quattro Pro

automatically converts the file to the Quattro Pro format.

If you modify a file with Quattro Pro and the recipients of the file will

be using Microsoft Excel, then you need to save the file as a Microsoft

Excel file. If you don’t specify the Microsoft Excel format when saving,

the file is saved as a Quattro Pro file by default. Again, the same process

applies when you modify Microsoft Word files in WordPerfect and when

you modify Microsoft PowerPoint files in Presentations.

You can specify preferences for saving files. In WordPerfect, you can

choose a setting that lets you automatically save files to the same

format in which they are opened. In Quattro Pro, you can choose to save

all files to the Microsoft Excel file format.

To save a Corel WordPerfect Office file as a

Microsoft Office file

1From WordPerfect, Quattro Pro, or Presentations, click File `

Save as.

2Choose the drive and folder where you want to save the file.

3Type the filename in the Filename box.

4Choose the appropriate Microsoft Office file format from the File

type list box:

• For WordPerfect, choose Microsoft Word.

• For Quattro Pro, choose Microsoft Excel.

• For Presentations, choose Microsoft PowerPoint.

5Click the Save button.

To open a file created with a Microsoft Office program

1From WordPerfect, Quattro Pro, or Presentations, click File ` Open.

2Choose the drive and folder where the Microsoft Office file is

stored.

If you can’t see the file, choose All files from the File type box.

PART 3: REFERENCE

90 Corel WordPerfect Office X4 Guidebook

3Click the Microsoft Office file.

4Click the Open button.

To save to the Microsoft Word format automatically

1From WordPerfect, click To o ls ` Settings ` Files.

2On the Document page, enable the On save, keep the document’s

original file format check box.

3Click the OK button.

To save to the Microsoft Excel format automatically

1From Quattro Pro, click Tools ` Settings.

2In the list of categories, click Compatibility.

3Choose XLS from the Default file type list box.

4Click the OK button.

Copyright © 2008 Corel Corporation. All rights reserved.

Corel® WordPerfect® Office X4 Guidebook

Protected by U.S. Patents 5233685; 5251292; 6225996; 6317758; 6731309; Patents

Pending.

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(“specifications”) refer to the retail English version only. The specifications for all

other versions (including other language versions) may vary.

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