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User Manual: corel WordPerfect Office - X7 - Handbook Free User Guide for Corel WordPerfect Software, Manual

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Handbook
Part One: Introduction3
getting started
Part Two: WordPerfect13
creating professional-looking documents
Part Three: Quattro Pro107
managing data with spreadsheets
Part Four: Presentations153
making visual impact with slide shows
Part Five: Utilities201
using WordPerfect Lightning, Address Book, and more
Part Six: Writing Tools219
checking your spelling, grammar, and vocabulary
Part Seven: Macros233
streamlining and automating tasks
Part Eight: Web Resources243
finding even more information on the Internet
Handbook highlights
What’s included? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
What’s new? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Help resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Documentation conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
WordPerfect basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Quattro Pro basics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Presentations basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
WordPerfect Lightning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Part One: Introduction 3
Part One: Introduction
Welcome to the Corel® WordPerfect® Office X7 Handbook! More than just a reference manual, this handbook is
filled with valuable tips and insights on a wide variety of tasks and projects.
The following chapters in this introductory section are key to getting started with the software:
“What’s new?” on page 5
“Installation” on page 6
“Help resources” on page 9
If you’re ready to explore specific components of the software in greater detail, see the subsequent sections in this
handbook.
For an A-to-Z look at the topics covered in this manual, see the index on page 245.
What’s included?
WordPerfect Office X7 includes the following programs:
Corel® WordPerfect® X7 — for creating professional-looking documents. See “Part Two: WordPerfect” on
page 13.
Corel® Quattro Pro® X7 — for managing, analyzing, reporting, and sharing data. See “Part Three: Quattro Pro”
on page 107.
Corel® Presentations™ X7 — for producing high-quality slide shows and drawings. See “Part Four: Presentations”
on page 153.
In addition, WordPerfect Office X7 provides the following:
utilities — supplementary tools for accomplishing specific tasks quickly and easily: taking notes, storing contact
information, converting and managing files, and much more. See “Part Five: Utilities” on page 201.
writing tools — built-in features for improving your spelling, grammar, style, and vocabulary. See “Part Six: Writing
Tools” on page 219.
support for macros — tools, features, and resources that can help you streamline or automate tasks. See “Part
Seven: Macros” on page 233.
Web resources — product information, support materials, social media, and more. See “Part Eight: Web
Resources” on page 243.
Not all documented features are available in all versions of WordPerfect Office X7. To compare versions, please
visit WordPerfect.com.
Part One: Introduction 5
What’s new?
Corel WordPerfect Office X7 offers a variety of new and enhanced features.
NEW! PDF fillable forms
You can create your own PDF forms with WordPerfect, complete with fillable text fields, check boxes, radio buttons,
command buttons and drop-down lists. See “Creating PDF forms” on page 96.
ENHANCED! Template for eBooks
You can now create WordPerfect documents for publication to the EPUB and MOBI eBook formats. See “Publishing
eBooks” on page 103.
NEW and ENHANCED! Worklfow macros
The new and updated workflow macros for WordPerfect help you perform various tasks easily.
ENHANCED! Mail Merge Expert
The new Mail Merge Expert is designed to simplify merging addresses with letters, labels and envelopes, guiding you
step-by-step through the process. See “Performing simplified merges” on page 1.
NEW! Keystroke Menu
You can adopt a mouse-free, keyboard-based workflow using the Keystroke Menu function browser. It’s an easily
searchable list of WordPerfect functions that lets you quickly find and use WordPerfect tools, dialog box settings,
menu commands, macros, and feature options in a few keystrokes.
ENHANCED! Quick Reference Cards
Quick Reference Cards provide “bird’s-eye view” of important or complex tasks, complete with valuable tips and
insights. Quick Reference Cards are offered as PDF files, so you can display them on-screen or print them out.
...And much more!
Sprinkled throughout this documentation are notes and tips on various additional new features and enhancements
proudly brought to you by the WordPerfect Office team. To locate all such tidbits, search for the phrases “NEW for
X7” and “ENHANCED for X7”.
For even more information on what’s new, along with details on additional programs and features included only with
certain versions of the software, please visit the WordPerfect Office website at WordPerfect.com.
6Installation
Installation
In this chapter:
“Migrating from an earlier version” on page 6
“Installing WordPerfect Office X7
“Registering WordPerfect Office X7” on page 7
“Updating WordPerfect Office X7” on page 8
Migrating from an earlier version
WordPerfect Office X7 offers numerous features that help you transfer, or “migrate,” from an earlier version of the
software.
For your convenience, many such features are offered during installation. If the setup detects an earlier version of the
software, you can choose to remove that version; you can also choose to migrate customized settings, user-created
templates, and user-created macros from that version. See “To install WordPerfect Office X7 from DVD” on page 6.
For even more migration options, please see “Migrating from an earlier version of WordPerfect Office” in the
WordPerfect Help.
Installing WordPerfect Office X7
The WordPerfect Office X7 DVD lets you install WordPerfect Office X7, as well as any DVD extras included with your
purchase.
If you downloaded the software, please refer to the installation instructions included with your purchase.
After installing WordPerfect Office X7, you can use the Windows® Control Panel to modify, repair, or uninstall the
software.
To install WordPerfect Office X7 from DVD
1Close all applications.
2Insert the WordPerfect Office X7 DVD in the DVD drive.
If the DVD does not start automatically, do one of the following:
(Windows® 8) Move your pointer into the upper-right or lower-right corner, move it up or down to click Search,
type Run in the search box, and press Enter. Then in the Run dialog box, type D:\Autorun.exe (where D is the
letter that corresponds to the DVD drive), and press Enter.
• (Windows 7 ®) Click Start on the Windows® taskbar, type D:\Autorun.exe (where D is the letter that
corresponds to the DVD drive), and press Enter.
• (Windows® XP) Click Start Run, type D:\Autorun.exe, and press Enter.
3Click WordPerfect Office X7, and follow the setup instructions for installing the software.
You must enter your WordPerfect Office X7 serial number. Check your disc holder for this number, and keep
it handy.
7Installation
If you purchased an “upgrade” version of the software, you must enter the serial number for the earlier version
if the setup cannot detect it.
The setup lets you choose to remove any earlier versions of the software detected by the setup. You can also
choose to migrate settings, templates, and macros from an earlier version.
For help with installation, please visit the Corel® Install Center at Corel.com/installcenter.
To install DVD extras
1Follow steps 1 and 2 in the previous procedure.
2Click one of the following:
Clipart, Photos, and Fonts — to install the extra content for WordPerfect Office X7, along with a PDF catalog of
the fonts and clipart (“Content Manual”)
• any desired program or feature — to install that extra
3Follow the setup instructions.
4Repeat this procedure for each additional extra you want to install.
To modify WordPerfect Office X7
1Close all applications.
2On the Windows Control Panel, click Uninstall a program.
NOTE: On Windows XP, double-click Add or remove programs.
3Double-click WordPerfect Office X7 on the Uninstall or change a program page. The setup appears.
NOTE: On Windows XP, choose WordPerfect Office X7 from the list, and click Change/Remove. The setup appears.
4Enable the Modify option, and then click Next.
5Follow the setup instructions.
To modify an installed DVD (or download) extra for WordPerfect Office X7, choose that extra at step 4.
Registering WordPerfect Office X7
Registering Corel® products is important. Besides activating (or updating) your Corel account, registration provides
you with timely access to product updates, free downloads, tutorials and tips, special offers, and more.
Registration happens after you install WordPerfect Office X7. Click Help Product registration in WordPerfect.
You can also:
Wait until WordPerfect Office X7 prompts you to register.
• Visit Corel.com/support/register on the Web.
You can also
Repair WordPerfect Office X7 At step 5, enable the Repair option.
Uninstall WordPerfect Office X7 At step 5, enable the Uninstall option.
8Installation
Updating WordPerfect Office X7
WordPerfect Office X7 offers a messaging service that helps keep your installation up-to-date by informing you when
product updates are available. To receive messages, you require an Internet connection.
For complete information about the messaging service, you can access the Messages Help file.
To access the messaging service
•In WordPerfect, click Help Messages.
To update WordPerfect Office X7
•In WordPerfect, click Help Check for updates.
To modify the messaging settings
•In WordPerfect, click Help Message settings.
To access the Messages Help file
1On the Windows taskbar, click Start All programs WordPerfect Office X7 Reference Center.
The Key Resources page of the Reference Center appears.
2Click Messages Help.
Part One: Introduction 9
Help resources
WordPerfect Office X7 offers a variety of learning resources.
For centralized, categorized access to installed resources and additional materials on the Web, you can visit the
Reference Center.
For details on specific programs and features, you can use the installed Help files and the various built-in Help features.
In this chapter:
“Using the Reference Center” on page 9
“Using the Help files” on page 10
“Using the built-in Help features” on page 12
Using the Reference Center
The Reference Center centralizes and categorizes the Help files and PDF resources that install with WordPerfect Office
— and helps you locate additional materials on the Web.
You can access the Reference Center from within Windows, or from directly within WordPerfect Office. You can
perform a Help search, or a Web search, from directly with the Reference Center.
About Help files
Help files offer information in a separate window that you can keep displayed on top of the application window. For
more information, see “Using the Help files” on page 10.
About PDF resources
You can access the following PDF resources from the Reference Center:
handbook — electronic copy of the general-reference printed manual for the suite
guidebook — anthology of tutorials, based on the CorelTUTOR Help files for the suite
quick-reference cards — tips and insights on various topics
user guides — detailed reference manuals, based on the main Help files for specific programs
macro guide — programming manual, based on the Macro Help file for the suite
content manual — catalog of installed fonts and clipart
You can access the content manual only if you’ve installed the extra content (clipart, photos, and fonts) for the
software. See “To install DVD extras” on page 7.
To access the Reference Center
Do one of the following:
• On the Windows taskbar, click Start All Programs WordPerfect Office X7 Reference Center.
• In WordPerfect, Quattro Pro, or Presentations, click Help Reference Center.
The Reference Center appears. Click a tab (on the left) to display the resources for that category; click any entry on
the page to access that resource.
10 Help resources
To perform a search from the Reference Center
1In the Reference Center, click one of the following tabs:
Key Resources — to search a wide variety of WordPerfect Office resources
WordPerfect — to limit searches to WordPerfect content
Quattro Pro — to limit searches to Quattro Pro content
Presentations — to limit searches to Presentations content
2Type a word or phrase in the search box.
3Enable one of the following options:
Help Search — consults the installed Help files
Web Search — consults select websites (Internet connection required)
4Click Search.
Results appear in a new window, which you can use to perform additional searches.
Using the Help files
Help files offer information in a separate window that you can keep displayed on top of the application window.
You can access the Help from within a program or from the Reference Center. You can browse by topic, use the index
to look up keywords, or search for specific information. You can also print specific Help topics or entire Help sections.
You can browse or search multiple Help files — or only those for WordPerfect, Quattro Pro, or Presentations
— by visiting the Reference Center. See “To perform a search from the Reference Center” on page 10.
Documentation conventions
The following table explains the documentation conventions.
Not all documented features are available in all versions of WordPerfect Office. To compare versions, please
visit WordPerfect.com.
When you see this Do this
Click File New. Click the File menu, and click New in the menu.
Click Format Justification Left. Click the Format menu, click Justification, and click Left in
the submenu that displays.
Enable a check box. Click the check box to place a check mark or an “X” inside
the box.
Disable an option. Click the option to remove the indicator.
Select text. Click and drag to highlight text.
Click an object. Click anywhere on an object.
Right-click, and click Paste. Press the right mouse button, and click Paste in the
submenu that displays.
Press Enter.Press the Enter key.
Ctrl + Shift Press the Ctrl key and the Shift key at the same time.
Part One: Introduction 11
To a c c e s s t h e H e l p
1Do one of the following:
• In WordPerfect, Quattro Pro, or Presentations, click Help Help topics.
• In the Reference Center, click a Help file.
2Click one of the following tabs:
Contents — to browse the Help file by topic
Index — to browse the Help file by keyword
Search — to search the Help file for a particular word or phrase. For more information, see “To search a Help
file” on page 11.
To search a Help file
1Click the Search tab in the left pane of the Help file.
2Type a word or phrase in the search box.
For example, if you are looking for information about macros, you can type macro to display a list of relevant topics.
To search for an exact phrase, type the phrase, and enclose it in quotation marks (for example, type “writing tools”
or “file formats”).
3Click the List topics button.
4Choose a topic from the list that appears, and press Enter. The topic is displayed in the right pane of the Help file.
If your search results do not include any relevant topics, check the spelling of the word or phrase you typed. Note
that the English Help uses American spelling (for example, “color,” “favorite,” “center,” and “customize”), so British
spellings (“colour,” “favourite,” “centre,” and “customise”) produce no results.
To determine the location of a displayed topic within the Help, click the Contents tab in the left pane of the
Help.
You can also
Access tutorials Do one of the following:
In WordPerfect, Quattro Pro, or Presentations, click Help
CorelTUTOR.
In the Reference Center, click the Tu to ri al s entry on the
associated program page.
Access information on macros, macro languages (such as
PerfectScript), and macro commands
Do one of the following:
In WordPerfect, Quattro Pro, or Presentations, click Help
Macro commands.
In the Reference Center, click the Macros tab, and then
click the Macro Help entry.
You can also
Search for a word or phrase in a list of topics generated by
the previous search
Enable the Search previous results check box.
Search for all forms of a word Enable the Match similar words check box.
For example, if you type “type” and enable this check box,
the search results will include topics that contain the
words “types” and “typing.”
12 Help resources
To print Help content
Using the built-in Help features
WordPerfect Office programs offer the following types of built-in Help content:
context-sensitive Help — information, relevant to the current task, on menu commands, toolbar buttons, dialog
boxes, and dialog box controls
QuickTips™— information about menu items, or about icons and buttons on the toolbars and the Toolbox
PerfectExpert™— assistance with everyday tasks and detailed projects
To access context-sensitive Help
To access a QuickTip
Point to a menu item, icon, or button.
The QuickTip appears in a balloon.
Search only the titles of Help topics Enable the Search titles only check box.
Repeat a recently performed search On the search box, click the arrow that points down, and
choose a word or phrase.
Combine multiple search terms Type a search term in the box. Click the flyout arrow that
points to the right, and choose an operator. Type another
search term in the search box, and then press Enter.
Search multiple Help files, or search for materials on the
Web
See “To perform a search from the Reference Center” on
page 10.
To Do the following
Print a section Select the section you want to print, click Print, and enable
the Print selected heading and all subtopics option.
Print a topic Select the topic you want to print, click Print, and enable
the Print selected topic option.
You can also right-click the window and click Print.
To get help for Do the following
A menu item Point to the menu item, and press F1.
A toolbar button Point to the toolbar button, press Shift + F1, and click the
button.
A dialog box Click Help, or press F1.
A dialog box control Click the Context-sensitive Help button in the dialog
box, and click the control.
You can also
Part Two: WordPerfect 13
Part Two: WordPerfect
WordPerfect is a powerful word-processing application that helps you produce newsletters, articles, reports,
proposals, books, and other documents.
About WordPerfect
See the following chapters:
•“WordPerfect basics on page15
“Windows and views” on page 19
“Reveal Codes” on page 22
“Navigation” on page 24
“Microsoft Word compatibility” on page 25
Documents and templates
See the following chapters:
“Document basics” on page 27
“PDF import” on page 29
“Templates” on page 31
Text
See the following chapters:
“Text basics” on page 35
“Text selection” on page 37
“Text formatting” on page 39
“Text arrangement” on page 45
“Text organization” on page 49
Graphics
See the following chapter:
“Graphics” on page 53
Editing content
See the following chapters:
“Editing basics” on page 57
“Find and Replace” on page 61
Design and layout
See the following chapters:
“Styles” on page 65
“Page margins” on page 69
14 Part Two: WordPerfect
“Page size and orientation” on page 70
“Page flow” on page 73
“Page columns” on page 74
“Page numbering” on page 77
“Headers and footers” on page 81
“Footnotes and endnotes” on page 83
Sharing documents
See the following chapters:
“Saving documents” on page 87
“Performing simplified merges” on page 1
•“Printing on page93
“Publishing to PDF” on page 95
“Publishing eBooks” on page 103
The WordPerfect page of the Reference Center offers extensive program help: reference topics, tutorials, tips,
insights, and more. See “To access the Reference Center” on page 9.
Part Two: WordPerfect 15
WordPerfect basics
This chapter tells you how to perform basic operations in WordPerfect.
In this chapter:
“Starting WordPerfect” on page 15
“Exploring the workspace” on page 16
“Changing the workspace” on page 17
“Quitting WordPerfect” on page 18
Starting WordPerfect
You can start WordPerfect as you would any other Windows program.
If you start WordPerfect while the program is already running, a new instance is created. Running multiple instances
of WordPerfect is useful when, for example, you need to work on multiple documents simultaneously:
Rather than switching among document windows within WordPerfect, you can switch among WordPerfect
instances in Windows.
Rather than switching among documents at all, you can display them simultaneously across multiple monitors (if
available).
To start WordPerfect
On the Windows taskbar, click Start All Programs WordPerfect Office X7 WordPerfect.
16 WordPerfect basics
Exploring the workspace
In WordPerfect, the workspace (or “work area”) refers to everything within the WordPerfect application window.
The document window
The large open area is the document window.
The menu bar
The menu bar, located at the top of the workspace, just below the title bar, provides access to most of the WordPerfect
commands.
The toolbars
Many menu commands can be accessed through toolbars, located below the menu bar.
This is the WordPerfect toolbar.
The property bar
The property bar is a context-sensitive toolbar that displays buttons and options related to the task you are
performing. For example, when text is selected, the property bar contains only text-related commands.
This is the property bar.
By default, the property bar is located above the document window.
The application bar
The application bar displays information about the status of the active WordPerfect document. By default, the
application bar is located below the document window.
When you open a file, a document button with the name of the file appears on the application bar. You can use
document buttons to quickly move between the documents. For more information about moving between
documents, see “Navigation” on page 102.
This illustration shows items on the right side of the application bar.
Part Two: WordPerfect 17
Changing the workspace
WordPerfect lets you use different workspaces for creating documents. When choosing a workspace, you are
specifying the toolbars, buttons, options, and menus that WordPerfect displays.
You can customize and save workspace settings, including shadow cursor settings, measurement and ruler settings,
toolbar, application bar and property bar settings. Saving your workspace settings ensures they remain in effect until
you change them.
To change the workspace
1Click Tools Workspace manager.
2Enable one of the following options:
WordPerfect Office mode — displays the default WordPerfect workspace
Microsoft Word mode — simulates the Microsoft® Word workspace by positioning the WordPerfect features,
including toolbars, keyboards, and menu items, where you would find the equivalent features in Microsoft Word
WordPerfect Classic mode (version 5.1) — lets you work in the familiar visual environment of Corel WordPerfect
5.1 and use its keystrokes
WordPerfect Legal mode — exposes the WordPerfect legal features, such as tools that let you create specialized
legal documents such as cases and pleadings
To save workspace settings
1Click Tools Settings.
2Click Environment.
3In the Environment settings dialog box, click the Interface tab.
4In the Save workspace area, enable one of the following options:
Always — always saves workspace settings when quitting WordPerfect
Never — never saves workspace settings when quitting WordPerfect
Prompt on exit — prompts you to save workspace settings when quitting WordPerfect
18 WordPerfect basics
Quitting WordPerfect
You can quit WordPerfect, thereby closing the application along with all of the documents you have open.
To quit WordPerfect
Click File Exit.
You are prompted to save any modified documents before quitting.
Part Two: WordPerfect 19
Windows and views
In this chapter:
“Running multiple instances of WordPerfect” on page 19
“Switching document views” on page 19
“Changing document display settings” on page 20
“Working with the ruler and ruler guides” on page 21
“Using guidelines” on page 21
For additional topics, please see “Viewing and navigating documents” in the WordPerfect Help.
Running multiple instances of WordPerfect
You can run multiple instances of WordPerfect — for example, if you want to work on multiple documents across
multiple monitors.
To accommodate this new multiple-instance workflow, various traditional behaviors of WordPerfect have been
adjusted.
Starting WordPerfect: If you start WordPerfect while the program is already running, a new instance is created.
Viewing documents: You can transfer an open document to a new instance of WordPerfect. See page 20.
Template settings: You can choose to apply template changes to all instances of WordPerfect. See page 155
Macro behavior: Macro commands that previously applied to “all documents” now apply only to those in the
current instance of WordPerfect.
Switching document views
In WordPerfect, you can view documents in four ways: draft, page, two pages, and browser preview. You can also
view documents with no user-interface elements.
To switch the document view
Click View, and click one of the following:
Draft — to hide some document elements such as footers, page breaks, margins, and watermarks
Pageto display the document the way it will look when printed
Two p ages — to display two consecutive pages in a document side by side
Preview in browser — to display a document in HTML format
20 Windows and views
Changing document display settings
WordPerfect lets you change document display settings in several ways. You can enlarge or reduce the page display.
As well, the document window can be minimized or maximized.
You can cascade or tile multiple open documents. You can also transfer an open document to a new instance of
WordPerfect.
To enlarge or reduce the page display
1Click View Zoom.
2Enable one of the following options:
Margin width — displays a complete line or block of text within a window with minimal white space to the right
and left
Page width — displays the width of the page including margins in the window
Full page — displays all page margins in the document window
Other — lets you enter a custom zoom percentage
To enlarge or reduce the page display, the document must be in Draft or Page view.
To minimize or maximize the document window
Right-click the WordPerfect title bar, and click one of the following:
• Minimize
• Maximize
If you want to restore a document window to its original size, right-click the title bar, and click Restore.
To cascade multiple documents
Click Window Cascade.
To tile multiple documents
Click Window, and click one of the following:
• Tile side by side
• Tile top to bottom
To transfer a document to a new instance of WordPerfect
Click Window Separate.
You can also right-click the document button on the application bar and choose Separate document.
Part Two: WordPerfect 21
Working with the ruler and ruler guides
The ruler is used to display page format elements, such as margins, tabs, column gutters, and indentation. The ruler
has two parts: the line and the tab bar.
The line resembles a ruler and contains graduated measurements for the area between the left and right margins.
The tab bar, the white space in the lower part of the ruler, displays the triangular shaped tab marks.
Ruler guides are black dotted vertical lines that allow you to see where the settings for your margins and indentations
are in relation to where the text displays on the page. For example, when you click a tab, the ruler guide and a box
containing the tab’s settings are displayed.
To hide or display the ruler
Click View Ruler.
A check mark beside Ruler indicates that the ruler is displayed.
To display ruler guides
1Click Tools Settings.
2Click Display.
3Click the Ruler tab.
4Enable the Show ruler guides check box.
Using guidelines
Guidelines are horizontal and vertical nonprinting lines that you can use to align tables, margins, columns, headers,
and footers on a page.
To display guidelines
1Click View Guidelines.
2In the Display guidelines for area, enable one or more of the following check boxes:
Tab les — displays guidelines that you can drag to change the width of table columns
Margins — displays guidelines that you can drag to change the width of margins
Columns — displays guidelines that you can drag to change the width of columns
Header/Footer — displays guidelines that you can drag to change the widths of headers or footers
22 Section Title OR Heading 1
Reveal Codes
Formatting codes are inserted when you add text and formatting to a document.
The Reveal Codes feature gives you full control over document formatting, especially when copying and pasting text
from various sources. For example, to remove bold formatting, you can turn on Reveal Codes, locate the <Bold> code,
and then just drag it out of the Reveal Codes window.
You can also double-click any code in the Reveal Codes window to make advanced alterations to the settings or styles.
Codes are hidden by default; however, they can be displayed in a separate window below the active document.
This is how the text is displayed in the Reveal Codes window.
You can hide or display formatting codes.
You can also customize the display of the codes. For example, you can specify the font style and color, and several
other formatting options.
To hide or display formatting codes
Click View Reveal Codes.
A check mark beside Reveal Codes indicates that formatting codes are displayed.
To customize the display of formatting codes
1Click Tools Settings.
2Click Display.
3Click the Reveal Codes tab.
4In the Format area, enable or disable any of the following check boxes:
Wrap lines at window — to continue codes on the next line
Show spaces as bullets — to display a bullet for each space character
Show codes in detail — to display formatting information with codes
Auto-display codes in Go to dialog — to display the Reveal Codes window when a code match is found in a
specific section of the document
You can also
Change the font Click Font, and choose a font from the Face list box.
Change the font size Choose a font size from the Size list box.
Change the font color In the Color area, disable the Use system colors check box.
Open the Text color flyout, and click a color.
Part Two: WordPerfect 23
Change the background color In the Color area, disable the Use system colors check box.
Open the Background color flyout, and click a color.
Use Windows system colors In the Color area, enable the Use system colors check box.
You can also
24 Navigation
Navigation
WordPerfect lets you navigate documents in several ways. You can move to a specific section of a document, or you
can scroll through a document. You can also display a document from a list of open documents.
You can browse a document by insertion points, or by using a navigation control.
To move to a specific section of a document
1Click Edit Go to.
2Choose an option from Go to what list box.
3Choose any applicable options from the area to the left of the list box.
4Click Go to.
You can also access the Go to dialog box by pressing Ctrl + G.
To scroll through a document
1On the toolbar, click the Autoscroll button.
The pointer changes to the Autoscroll arrow.
2Move the Autoscroll arrow in the direction you want to scroll.
The scrolling speed increases if you move the arrow further away from the Autoscroll tool.
You can disable Autoscroll by clicking anywhere in the document.
To display a document from a list of open documents
Click Window, and click the filename of the document that you want to display.
A check mark beside a document path and filename indicates the active document.
You can also display a document by clicking its button on the application bar.
To browse through insertion points in a document
Click one of the following buttons:
Back
Forward
To browse by using a navigation control
1On the vertical scroll bar, click the Browse button, and click a navigation control.
2Click one of the following buttons:
Previous — moves the cursor to the previous occurrence of the selected navigation control
Next — moves the cursor to the next occurrence of the selected navigation control
Part Two: WordPerfect 25
Microsoft Word compatibility
WordPerfect offers compatibility features geared towards those who are migrating to WordPerfect from Microsoft
Word and those who need to exchange WordPerfect documents with Microsoft Word users.
In this chapter:
“Simulating the Microsoft Word workspace” on page 25
“Sharing documents with Microsoft Word users” on page 25
For additional topics, please see “Compatibility with Microsoft Word” in the WordPerfect Help.
Simulating the Microsoft Word workspace
If you recently switched from Microsoft Word to WordPerfect, you may not be familiar with the WordPerfect
workspace. While there are many similarities between the two applications, you may find it easier to simulate the
Microsoft Word workspace until you are accustomed to working in WordPerfect. What the Microsoft Word workspace
does is position the WordPerfect features, including toolbars and menu items, where you would find the equivalent
feature in Microsoft Word. It also applies Microsoft Word keyboard shortcuts to WordPerfect features, allowing you
to quickly find the tools you need to create documents in WordPerfect.
If you prefer to work in the WordPerfect workspace, but you want to access the most common WordPerfect features
using Microsoft Word buttons and icons, you can display the Microsoft Word toolbar. In addition, you can display the
Microsoft Word Compatibility toolbar, which gives you immediate access to features, such as saving documents to
Microsoft Word and publishing to PDF.
To work in the Microsoft Word workspace
1Click Tools Workspace manager.
2Enable the Microsoft Word mode option.
To display the Microsoft Word toolbar in WordPerfect
1Click View Toolbars.
2Enable one of the following check boxes:
• Microsoft Word 97
• Microsoft Word 2002
To display the Compatibility toolbar
1Click View Toolbars.
2Enable the Compatibility check box.
Sharing documents with Microsoft Word users
WordPerfect makes it possible for you to share WordPerfect documents with Microsoft Word users and they can share
their documents with you.
26 Microsoft Word compatibility
For example, to share a WordPerfect document with a Microsoft Word user, you must save the WordPerfect document
as a Microsoft Word file. The saving process automatically converts the document to the Microsoft Word format.
In addition, if you receive a file created in Microsoft Word, all you need to do is open it in WordPerfect. The opening
process automatically converts the file to the WordPerfect format. If you modify the same file and you want others to
view the changes in Microsoft Word, then you need to save the file as a Microsoft Word file. You can specify that the
default format when saving files is set to the Microsoft Word file format or you can choose to automatically save files
in the same file format in which the file was opened. If you don’t specify the Microsoft Word format when saving,
the file is saved as a WordPerfect file by default.
To save a WordPerfect document as a Microsoft Word document
1Click File Save as.
2Choose the drive and folder where you want to save the file.
3Type the filename in the Filename box.
4Choose MS Word from the File type list box.
5Click Save.
When you save a WordPerfect document as a Microsoft Word document, some of the formatting in the
document may no longer display properly.
To open a Microsoft Word document
1Click File Open.
2Choose the drive and folder where the Microsoft Word file is stored.
If you can’t see the file, choose All files from the File type box.
3Click the Microsoft Word file.
4Click Open.
You can open documents created in Microsoft Word for MS-DOS versions 1.0, 1.1, 1.2, 2.0, 4.0, 5.0, and 5.5,
Microsoft Word for Windows 6.0, and 7.0, and Microsoft Word 97, 2000, XP (2002), 2003, 2007, 2010, and
2013. You can also open Microsoft Word Open XML documents (.docx) and Microsoft Word Open XML
Macro-enabled document (.docm).
When you open a Microsoft Word document in WordPerfect, some information in the file may not be
displayed in the same way after it is converted.
To automatically save Microsoft Word files opened in WordPerfect to the Microsoft Word
format
1Click Tools Settings Files.
2On the Document page, choose a version of the MS Word format from the Default save file format list box.
To automatically save files to their original format
1Click Tools Settings Files.
2On the Document page, enable the On save, keep document’s original file format check box.
Part Two: WordPerfect 27
Document basics
You can create documents from scratch. You can also open existing documents — even those created in another word
processor.
In this chapter:
“Understanding the parts of a document” on page 27
“Creating documents” on page 28
“Opening documents” on page 28
Understanding the parts of a document
A WordPerfect document consists of one or more of the following components.
Template
A template is a preformatted document that can be used as a guide for creating a new document.
Every document created in WordPerfect is based on either the default template or a project template.
When you open WordPerfect, the blank document you see is based on the default template. For information, see
“Default template” on page 166.
Project templates include fax cover sheets, memos, newsletters, and brochures. For information, see “Project
templates” on page 169.
Text
Text can be typed directly into WordPerfect or imported from text editors or other word-processing applications.
For information, see “Text basics” on page 107.
Graphics
Graphics include shapes, drawings, pictures, and clipart.
A shape is any object created with WordPerfect drawing tools.
A drawing is created with Presentations menus and tools.
A picture is a bitmap, or graphic image, that has been imported into a WordPerfect document. Pictures can be
imported from storage media, photo-editing programs, or a scanner.
Clipart images are images that can be brought into Corel applications and used as they are or edited.
For information, see “Graphics” on page 219.
Styles
A style is a collection of formatting attributes applied to text (characters, paragraphs, or documents) or graphics.
By formatting items with styles, you ensure consistent formatting throughout a document. Whenever you change the
formatting in a style, you change the appearance of all items that use that style.
For information, see “Styles” on page 183.
28 Document basics
Macros
Macros are used to automate application tasks. For example, you can use WordPerfect macros to set margins, select
a font, or create a merge file.
For information, see “Part Seven: Macros” on page 263.
Creating documents
You can create a document in WordPerfect by using the default template, a blank document that includes formatting
elements such as margin settings, tab settings, and toolbars.
WordPerfect also includes ready-made project templates that you can open and use to create a wide range of
documents, including letters, fax cover sheets, calendars, and business cards.
To create a document by using the default template
Click File New.
You can also apply the default template to a new document by clicking the New blank document button
on the toolbar.
For more information on the default template, see page 166.
To create a document by using a project template
Click File New from project.
For more information on project templates, see page 169.
Opening documents
You can open word-processing documents that were created in WordPerfect or in another application.
The advantage of opening — rather than importing — a document created in another application is that many of the
formatting attributes in the original document (such as page size, margins, font properties, bullets, and underlining)
are preserved.
To o p e n a do c u m e n t
1Click File Open.
You can also click the Open button on the toolbar.
2Choose the drive and folder where the file is stored, and choose the file.
You can also type the full path and filename in the File name list box.
3Click Open.
The document opens in a new document window, and a corresponding button is added to the application bar.
You can have up to nine documents open within the application window.
Part Two: WordPerfect 29
PDF import
WordPerfect lets you import PDF files and scanned PDF files and then access and reuse the text and graphics content.
For example, if you have a PDF file that was created by someone else, you can open it in WordPerfect and edit the
contents.
When you import PDF files, the text formatting may appear different from that of the original PDF. You can alleviate
most conversion issues if you are familiar with the two most common PDF document types: design documents and
scanned documents.
Design documents
A design document is a PDF in which the layout is not necessarily based on flow — for example, a magazine
advertisement. Design documents are typically created with graphics or illustration software, such as CorelDRAW.
Text strings may be individual lines across sections on the page, as opposed to a long paragraph that flows down a
page. In such cases, WordPerfect provides text flows for all text strings that were saved in the graphics application
when the PDF was created. The text and formatting of graphic elements are also maintained.
Images are maintained in their original file formats, as is text that is embedded in images that are not vector based.
The layout in the imported PDF may be different from the layout in the original PDF, but you can still modify text strings
and create a new document without having to copy or redesign all the elements.
Scanned documents
A scanned document is a document that is read with a scanner and saved as a graphic file, such as a JPEG. Scanned
documents store all information as one large image file that is not vector based.
When you import a scanned document, WordPerfect uses OCR technology to scan the document and reconstruct text
strings and images. The quality of the original scanned PDF that you import affects the accuracy of what is displayed
in the WordPerfect document.
To i m p o r t a P D F f i l e
1Click File Open PDF.
2Choose the drive and folder where the PDF document is stored.
3Choose the file.
4Click Open.
The Open PDF settings dialog box appears.
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
Pages (requires you to type a page range in the box)
6Click Open.
The PDF import dialog box appears.
30 PDF import
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.
Part Two: WordPerfect 31
Templates
A template is a preformatted document that can be used as a guide for creating a new document. Every document
created in WordPerfect is based on either the default template or a project template.
In this chapter:
“Default template” on page 31
“Project templates” on page 33
Default template
When you open WordPerfect, the blank document you see is based on the default template—a special WordPerfect
template (WPT) file that records various workspace settings.
Besides storing basic document settings (such as the default font and the default text and graphics styles), the default
template also stores any customizations you make to the WordPerfect work area.
Choosing the default template
You can choose a different default template.
You can also choose an additional objects template. This is a second default template that stores objects such as
keyboards, menus, template macros, toolbars, and styles that you can use in addition to or in place of those in the
default template. For example, a system administrator could use an additional objects template as a network template
that would overwrite a user’s default template.
Applying the current document style to the default template
You can apply the style used in the current document to the default template.
Applying template settings across multiple instances
You can choose to apply template changes across all instances of WordPerfect. This technique is especially useful for
refreshing all open documents that are based on the same template.
Document, style, and compatibility settings typically affect all instances, whereas customization settings affect
only the current instance (and subsequent instances). For details, see the Help.
To choose a different default template
1Click Tools Settings.
2Click Files.
3Click the Template tab.
4In the Default template folder box, click the Browse button.
5Choose the drive and folder where the template is stored.
6Click Select.
7In the Default template box, click the Browse button.
8Click the template you want to use as the default template.
32 Templates
9Click Open.
To choose an additional objects template
1Follow steps 1 to 3 in the previous procedure.
2In the Additional template folder box, click the Browse button.
3Choose the drive and folder where the template is stored.
4Click Select.
5In the Additional objects template box, click the Browse button.
6Click the template you want to use as the additional objects template.
7Click Open.
If desired, enable the Update default template from additional objects template check box.
To use the current document style as the default
1Click File Document Current document style.
2Enable the Use as default check box.
To apply template changes across multiple instances
1Click Tools Settings.
2Click Files.
3Click the Template tab.
4Enable the Apply template changes to all WordPerfect windows check box.
You can apply both default-template and project-template changes across multiple instances.
Part Two: WordPerfect 33
Project templates
WordPerfect lets you create documents from project templates. A project template is a shell, or skeleton structure,
that can consist of elements such as margins, styles, and graphics objects. You fill in the details and provide data to
complete the project.
These are examples of project templates.
If you intend to use a specific template often, you can add it to the Favorites category.
You can also use the PerfectExpert, which guides you through basic tasks and helps you create detailed
projects. For information, see “To access the PerfectExpert” on page 5.
To create a document from a project template
1Click File New from project.
2Click the Create new tab.
3Choose [WordPerfect] from the list box.
If [WordPerfect] is not displayed in the list box, click Options, and click Refresh projects.
4Choose a project template from the list.
5Click Create.
Some WordPerfect project templates use prompts to guide you through the process of adding information to
a document.
To add a project template to the Favorites category
1Click File New from project.
2Click the Create new tab.
3Choose a category from the list box.
4Choose a project template from the list.
5Click Copy to favorites.
34 Templates
You can view the contents of the Favorites folder. Click File New from project. Choose [Favorites] from the
list box.
Part Two: WordPerfect 35
Te x t b a si cs
In this chapter:
“Entering text” on page 35
“Inserting text” on page 35
Entering text
You can enter text in the document window. You can use the shadow cursor to show where the text will be
positioned.
You can also enter text in a text box so that it appears in a separate frame.
To enter text in a document window
1Click in the document window.
2Type text.
To enter text by using the shadow cursor
1Click View Shadow cursor.
A check mark next to the menu command indicates that the shadow cursor is enabled.
2Click anywhere on the page.
3Type text.
The shadow cursor changes appearance to show how text will be aligned when you start typing. Small arrows
beside the shadow cursor point in different directions when text is left-justified, centered, or right-justified.
To enter text in a text box
1Click Insert Text box.
2Type text.
Inserting text
You can insert text from another file.
If you have more than one document opened, you can use the application bar to insert text from one document to
another document.
See also:
“Cutting, copying, and pasting text and graphics” on page 289
“Moving text and graphics” on page 290
To insert the entire text of another document
1Click where you want to insert the text.
36 Text basics
2Click Insert File.
3Choose the drive and folder where the document is stored.
4Choose a file.
5Click Insert.
To insert selected text from another document
1Select the text you want to insert.
2Drag the selected text to the button on the application bar that displays the name of the document into which you
want to insert the text, but don’t release the mouse button.
This document opens in the document window.
3Point to where you want to insert the text, and release the mouse button.
Part Two: WordPerfect 37
Te x t s el e ctio n
You can select text or deselect text, a tabular column, a rectangular block of text, or a range of text.
You can also set selection options.
To s e l e c t t e x t
To select a range of text in a document
1Click Edit Select Section.
2From the Select list, choose one of the following options:
Pagelets you select certain pages
Secondary page — lets you select certain secondary pages
Chapter — lets you select certain chapters
Volume — lets you select certain volumes
3Type a value in the Range box.
To d e s e l e c t t e x t
Click anywhere outside the selected text.
To set the selection options for a document
1Click Tools Settings.
2Click Environment.
3In the Environment settings dialog box, click the General tab.
4Enable the Automatically select whole words when dragging to select text check box.
To select Do the following
A character or word Drag across a character or word.
A sentence Click in a sentence. Click Edit Select Sentence.
A paragraph Click in a paragraph. Click Edit Select Paragraph.
A page Click on a page. Click Edit Select Page.
A document Click Edit Select All.
A tabular column Select the text from the first character in the tabular column
to the last character in the tabular column, and then click
Edit Select Tabular column.
A rectangular block of text Select the text from the upper left corner to the lower left
corner of the block, and then click Edit Select Rectangle.
A range of text in a document Click Edit Select Section, choose an option from the
Select list, and then type a value in the Range box.
38 Text selection
Deleting text
You can delete text.
To delete text
1Select the text you want to delete.
2Press Delete.
Part Two: WordPerfect 39
Text formatting
In WordPerfect, you can use a variety of formatting tools to control the look of text.
In this chapter:
“Modifying font settings” on page 39
“Copying the text format” on page 41
“Highlighting text” on page 41
“Working with drop caps” on page 42
“Inserting characters and symbols” on page 43
“Correcting capitalization” on page 43
“Correcting the spacing between words and sentences” on page 44
For additional topics, please see “Formatting text” in the WordPerfect Help.
Modifying font settings
You can apply formatting to text to change the font and its attributes, such as style, size, and color.
You can also apply relative font sizes, which allows you to format text relative to the specified font size. Suppose you
want to add a heading to a document that has a 12-point paragraph font. If you select the heading text and specify
a large relative font size, the text displays proportionately larger than the 12-point font.
Using Corel® RealTime Preview™ lets you view text fonts and sizes before you apply them. For example, you can view
text as it will display in various fonts before choosing which is the most suitable.
WordPerfect lets you format text using recent font settings, including the font and its size. You can also change the
default font and font size for the active document or for all documents.
To change the font
1Click in the document.
2Click Format Font.
3Click the Font tab.
4Choose a font from the Face list.
You can also change the font color by clicking the Font color button on the property bar, and clicking a
color.
You can also change the underline font style by opening the Underline picker on the property bar and
clicking an underline style.
You can also
Change the font size Choose a font size from the Size list box.
Change the relative font size Click Relative size, and click a font size.
Change the font color Open the Color picker, and click a color.
40 Text formatting
To change the font appearance
1Select the text you want to modify.
2Click Format Font.
3Click the Font tab.
4In the Appearance area, enable one or more of the following check boxes:
Bold — applies bold formatting to the selected text
Italic — applies italic formatting to the selected text
Underline — applies a single underline to the selected text
Outline — applies an outline to the selected text
Shadow — applies a shadow to the selected text
Small caps — applies small capitals to the selected text
Redline — applies the color red to the selected text
Strikeout — applies a line through the selected text
Hidden — applies the hidden format to the selected text
To change the font by using Corel RealTime Preview
1Click in a document.
2Open the Font face list box on the property bar, and point to a font.
Changes to the font display in the font face preview window.
3Choose a font from the Font face list box.
You can change the font size using Corel RealTime Preview by opening the Font size list box on the property
bar, viewing the font sizes in the font size preview window, and choosing a font size.
To apply a recently used font
1Select the text you want to format.
If the Fonts toolbar is not displayed, click View Toolbars. In the Toolbars dialog box, enable the Fonts check box.
2Click the QuickFonts™ button on the font toolbar, and choose a font from the list.
The QuickFonts list displays the 10 most recently used fonts.
To change the default font and font size
1Click File Document Default font.
2Choose a font from the Face list.
3Choose a font size from the Size list box.
If you want to change the default font and font size for all new documents, click Settings, and click Set as default
for all documents.
You must install a printer before you can change the default font.
If you specify a default printer font and distribute the file to others, the file may not display or print correctly
if their printer doesn’t have the specified default font.
Part Two: WordPerfect 41
You can view the available attributes for each font by clicking the plus sign (+) to the left of a font in the Face
list.
Copying the text format
You can copy the format of text and apply it to other text in a document. If you want to copy selected text, then
formatting attributes, such as font, font size, and font style, are all copied. If you want to copy the heading in a
paragraph, the paragraph style as well as the font and its attributes are copied.
When you copy the format of text, you automatically create a text style. Changing text that has been
formatted using a text style also changes other text in the document that uses that style. For information about
text styles, see “Using text styles” on page 159.
To c o p y t h e t e x t f o r m a t
1Click in the text whose format you want to copy.
2Click Format QuickFormat™.
3Enable one of the following options:
Selected characters — copies the format of the font and its attributes
Headings — copies the format of the paragraph and its styles, and the font and its attributes
4Click OK.
5Drag the QuickFormat paintbrush pointer over the text to which you want to copy the format.
6Click Format QuickFormat.
QuickFormat is disabled when no check mark displays beside the QuickFormat menu command.
You can also enable or disable QuickFormat by clicking the QuickFormat button.
Highlighting text
Highlighting text adds a bar of transparent color over text, which is useful for editing documents or for distinguishing
words and paragraphs. You can highlight and remove the highlighting from part or all of a document, and you can
change the highlight color. You can also hide highlighting in a document.
To highlight text
1Click Tools Highlight On.
The cursor changes to a highlighting pen.
2Select the text.
3Click Tools Highlight On.
Highlighting is disabled when no check mark displays beside the On menu command.
To remove highlighting from text
1Select the highlighted text.
42 Text formatting
2Click Tools Highlight Remove.
You can also remove highlighting by clicking anywhere in the highlighted text and clicking the Highlight
button. Highlighting is removed from the entire highlighted section.
To change the highlight color
1Click Tools Highlight Color.
2Open the Color picker, and click a color.
3Type a value in the Shading box.
Higher values darken the highlight color. Lower values lighten it.
The color change does not apply to text that has already been highlighted. To change the color of highlighted
text, you must first select the text.
To hide highlighting
Click Tools Highlight Print/show.
The absence of a check mark beside the Print/show menu command indicates that highlighting is hidden.
Working with drop caps
Drop caps are letters that you can use to decorate text at the beginning of a line or paragraph.
These are examples of drop caps.
To add or remove a drop cap
To Do the following
Add a drop cap to a blank line Click in a document. Click Format Paragraph Drop cap.
Type a letter.
Add a drop cap to an existing paragraph Click at the beginning of a paragraph. Click Format
Paragraph Drop cap.
Remove a drop cap Click before a drop cap. Click the Drop cap style button
on the property bar. In the Style area, click No drop cap.
Part Two: WordPerfect 43
You can also add a drop cap by right-clicking in a document and clicking Drop cap.
You can also remove a drop cap by clicking the Drop cap style picker and clicking the No drop cap style.
Inserting characters and symbols
You can insert characters, such as iconic symbols, phonetic characters, and characters from other alphabets, into
your document.
To insert a character or symbol
1Click in the document where you want to insert a character or symbol.
2Click Insert Symbol.
3Choose a symbol type or a character set from the Set list box.
4Choose a symbol from the Symbols list.
5Click one of the following:
Insert — inserts the symbol and leaves the Symbols dialog box open
Insert and close — inserts the symbol and closes the Symbols dialog box
Depending on the font you are using, some WordPerfect characters may not display in the document window.
These characters are represented by a hollow box on your screen; however, they will display and print correctly
if your printer supports graphics.
You can also insert a symbol by clicking the Symbols button on the property bar and clicking a symbol.
You can also insert a character or symbol by pressing Ctrl + W.
Correcting capitalization
You can quickly change a word or selected text to all uppercase or lowercase letters, or to lowercase letters with initial
caps. You can also correct capitalization automatically.
To change capitalization
1Select the text for which you want to change capitalization.
2Click Edit Convert case, and click one of the following:
Lowercase — changes all letters to lowercase
Uppercase — changes all letters to uppercase
Initial capitals — changes only the first letter of each word to uppercase
You can also change the selected text to uppercase or lowercase by pressing Ctrl + K.
To correct capitalization automatically
1Click Tools QuickCorrect™.
2Click the Format-As-You-Go™ tab.
44 Text formatting
3In the Sentence corrections area, enable the Capitalize next letter after end-of-sentence punctuation check box.
Correcting the spacing between words and sentences
WordPerfect lets you correct the spacing between words and sentences. You can delete double spaces between words
in a sentence, and you can convert one space between sentences to two or two spaces to one.
To automatically change double spaces between words to single spaces
1Click Tools QuickCorrect.
2Click the Format-As-You-Go tab.
3In the Sentence corrections area, enable the Change two spaces to one space between words check box.
To automatically change the number of spaces between sentences
1Click Tools QuickCorrect.
2Click the Format-As-You-Go tab.
3In the End of sentence corrections area, enable one of the following options:
• Change one space to two spaces between sentences
• Change two spaces to one space between sentences
You can also
Automatically correct two initial capital letters in a sentence Enable the Correct two irregular capitals (make a second
letter lowercase) check box.
Automatically correct Caps lock capitalization Enable the CapsFix check box.
Automatically correct capitalization after a period Click Exceptions. In the Do not capitalize next letter after
this word box, type a word. Click Add entry. Click Close.
Part Two: WordPerfect 45
Text arrangement
In this chapter:
“Indenting text” on page 45
“Justifying text” on page 46
“Changing the spacing between lines” on page 47
For additional topics, please see “Formatting paragraphs” in the WordPerfect Help.
Indenting text
Indenting arranges text on a page by moving one or more lines to the left or the right of the paragraph margin. You
can indent a line or paragraph manually or you can indent lines or paragraphs using the ruler or automatically.
To move the first line of a paragraph farther to the left than subsequent lines, you can apply a hanging indent. To
indent an entire paragraph one tab stop from both the left and right margins, you can apply a double indent. A
double indent is often used to format lengthy quotations.
To apply a single indent to text
To apply a hanging or double indent to text
1Click at the beginning of a paragraph.
2Click Format Paragraph, and click one of the following:
Hanging indent — indents all but the first line in the paragraph
Double indent — indents the paragraph equally from both margins
You can also apply a hanging indent by clicking at the beginning of any line in a paragraph, except the first
line, and pressing Ta b.
To remove an indent from text
1Click at the beginning of a line of text.
2Press Shift + Tab.
To indent Do the following
A line of text Click at the beginning of a line of text. Press Tab .
A paragraph Click at the beginning of a paragraph. Click Format
Paragraph Indent.
The first line of a paragraph using the ruler Click in a paragraph. Drag the First line indent marker to
a new position on the ruler.
The first line of every paragraph automatically Click in a paragraph. Click Format Paragraph Format. In
the First line indent box, type a value to specify the distance
to indent.
46 Text arrangement
Justifying text
You can justify text in a document. Doing so aligns the text horizontally between the left and right margins of the
page.
To j u s t i f y t e x t
1Click in a paragraph.
2Click Format Justification, and click one of the following:
Left — aligns text evenly with the left margin
Right — aligns text evenly with the right margin
Center — centers text between the right and left margins
Full — aligns text, excluding the last line, along both the right and left margins
All — aligns text, including the last line, along both the right and left margins
Justification is applied to all text from the cursor location forward. If you want to apply justification to a word,
line, or paragraph, you must first select the text.
You can also justify text by clicking the Justification picker on the property bar and clicking a justification.
Keeping text together
To keep words together, you can insert a hard space between them. You can also prevent the first and last lines of a
paragraph from being separated from the rest of the paragraph across a page break.
You can also insert a line break to begin a new line without ending the paragraph.
This is an example of text that is not being kept together. The grey text at the top of the left page belongs with text on the
previous page. The grey text at the bottom of the right page belongs with the text on the following page.
To keep words together
1Click between two words.
2Click Format Line Other codes.
3Enable the Hard space [HSpace] option.
4Click Insert.
To keep a paragraph together
1Click at the beginning of a paragraph.
2Click Format Keep text together.
Part Two: WordPerfect 47
3In the Widow/Orphan area, enable the Prevent the first and last lines of paragraphs from being separated across
pages check box.
If you keep several consecutive paragraphs together, you must separate each paragraph by at least one soft
or hard return; otherwise, they are treated as one large block of text.
Changing the spacing between lines
The space between lines, or the amount of white space that appears between the bottom of one line and the top of
the next line, is referred to as leading.
This is an example of changing spacing between lines.
You can change the leading by changing the line spacing and changing the line height.
You can also change the spacing between paragraphs. For information, see “Adjusting paragraph spacing” in
the WordPerfect Help.
To adjust the leading
1Click in a paragraph.
2Click Format Typesetting Word/Letter spacing.
3Enable the Adjust leading check box.
4Type a value in the Between lines box.
A positive value increases the leading; a negative value decreases it.
To change the line spacing
1Click in a paragraph.
If you want to limit the line spacing change to a specific section of text, select the text.
2Click Format Line Spacing.
3Type a value in the Spacing box.
You can also
Keep several lines of text together In the Conditional end of page area, enable the Number of
lines to keep together check box, and type the number of
lines you want to keep together, including any blank lines.
Keep selected text from dividing between pages In the Block protect area, enable the Keep selected text
together on same page check box.
48 Text arrangement
To change the line height
1Click in the line of text where you want the line height change to begin.
If you want to limit the line height change to a specific section of text, select the text.
2Click Format Line Height.
3Enable one of the following options:
Automatic — defines the line height according to the font being used
Fixed — lets you specify the height of the line regardless of the font being used
At least — lets you specify the minimum height of the line
Line height is determined by multiplying the current line height by the number you specify.
Part Two: WordPerfect 49
Text organization
You can organize text by using bullets, numbers, or outlines.
Bullets help to differentiate items in a list or add emphasis to selected paragraphs. You can use bullets to mark list
items that have no particular order.
Numbered lists and outlines help you organize and display information and are used to show the relationship
between ideas.
In this chapter:
“Bulleted lists” on page 49
“Numbered lists” on page 50
“Outlines” on page 51
For additional topics, please see “Using bulleted lists, numbered lists, and outlines” in the WordPerfect Help.
Bulleted lists
You can create a bulleted list in a document. You can also use QuickBullets to create lists as you type.
You can also apply a bullet format to existing text.
To create a bulleted list
1Click in a document.
2Click Insert Outline/Bullets & numbering.
3Click the Bullets tab.
4Choose a bullet style from the Bullets list.
5Click OK.
6Type text, and press Enter.
Perform this step for each entry in the list.
You can also create a bulleted list by opening the Bullets picker on the toolbar, and clicking a bullet
format.
You can discontinue a bulleted list by pressing Backspace.
To create a bulleted list by using QuickBullets
1Click in a document.
2Type a QuickBullet character.
3Press Tab .
4Type the text, and press Enter.
Perform this step for each entry in the list.
To use QuickBullets, they must first be enabled. Click Tools QuickCorrect Format As-You-Go.
You can discontinue a bulleted list by pressing Backspace.
50 Text organization
To create a bulleted list from existing text
1Select the text to which you want to apply the bullet format.
2Click Insert Outline/Bullets & numbering.
3Click the Bullets tab.
4Choose a bullet style from the Bullets list.
You can also add a bullet to existing text by clicking at the beginning of a line, opening the Bullets picker
on the toolbar, and clicking a bullet format.
You can type body text between list items by pressing Enter twice, and pressing the Up arrow to type on the
line that begins without a bullet.
Numbered lists
You can create a numbered list in a document. You can also use QuickNumbers to create lists as you type.
You can number existing text. You can also renumber an existing numbered list.
To create a numbered list
1Click in a document.
2Click Insert Outline/Bullets & numbering.
3Click the Numbers tab.
4Choose a number style from the Numbers list.
5Click OK.
6Type text, and press Enter.
Perform this step for each entry in the list.
You can also create a numbered list by opening the Numbers picker on the toolbar and clicking a
numbering format.
You can discontinue a numbered list by pressing Backspace.
To create a numbered list by using QuickNumbers
1At the beginning of a new line, type a number followed by a closing parenthesis or hyphen.
2Press Tab .
3Type the text for the first list item, and press Enter.
For a paragraph, let the text wrap at the end of the line instead of inserting a hard return.
Perform this step for each entry in the list.
4Press Backspace.
To use QuickNumbers, you must enable QuickBullets. Click Tools QuickCorrect Format As-You-Go.
You can discontinue a numbered list by pressing Backspace.
Part Two: WordPerfect 51
To number existing text
1Select the text you want to number.
2Open the Numbering picker on the toolbar, and click a numbering format.
To renumber a list
1Click in a list or outline.
2Click the Set paragraph number button on the property bar.
3Type the new number in the Paragraph number box.
The number changes, and all numbers following it are renumbered accordingly.
You can also renumber paragraphs by pressing Ctrl + Shift + F5.
If the numbering you want to change is indented from the left margin, type “?” for each indentation level in
the Paragraph number box before you type the new number.
Outlines
You can apply different levels to text by creating an outline.
To create an outline
1Click in a document.
2Click Insert Outline/Bullets & numbering.
3Click the Text tab.
4From the Text list, choose an option.
5Click OK.
6Type text, and press Enter.
You can send an outline to Presentations for use in slide show by playing the wp_pr.wcm macro. Click Tools
Macro Play, and double-click wp_pr.wcm. For information about macros, see “Playing macros” on page 811.
To change the level of a list item
1Click in the text of an item.
2Click one of the following buttons on the property bar:
Promote — moves the item to a higher level (less indented)
Demote — moves the item to a lower level (more indented)
To change the order of a list item
1Select the text whose order you want to change.
2Click one of the following buttons on the property bar:
Move up — moves the item up one position on the list
Move down — moves the item down one position on the list
52 Text organization
You can also change the order of a list item by clicking the Show icons button on the property bar, and
dragging the symbol for the item up or down.
To add a list or outline within another list
1Click in a list or outline.
2Press Enter.
3Press Backspace.
4Click Insert Outline/Bullets & numbering.
5Click one of the following tabs:
Numbers — lets you add a numbered list
Bullets — lets you add a bulleted list
6Choose a style from the list.
7Enable the Insert new outline/List within current outline/List option.
8Click OK.
9Type text.
TTo change a bulleted list to a numbered list
1Click in a bulleted list.
2Click Insert Outline/Bullets & numbering.
3Click the Numbers tab.
4Choose a style from the Numbers list.
5Enable the Apply selected layout to current outline/List option.
To change a numbered list to a bulleted list
1Click in a numbered list.
2Click Insert Outline/Bullets & numbering.
3Click the Bullets tab.
4Choose a style from the Bullets list.
5Enable the Apply selected layout to current outline/List option.
Part Two: WordPerfect 53
Graphics
In this chapter:
“Inserting graphics” on page 53
“Sizing graphics” on page 54
“Arranging graphics” on page 54
“Working with color” on page 55
For additional topics, please see “Working with graphics” in the WordPerfect Help.
Inserting graphics
You can insert clipart images into a WordPerfect document, such as those included with WordPerfect. Clipart images
are images that can be brought into a WordPerfect document and edited or used as is. You can also insert pictures
from the WordPerfect Office disc.
You can link to an image on disk. When you link to an image on disk, the location of the image, not the image itself
is inserted into the document. This way, you can considerably reduce the size of the file, especially if the image is used
in several places throughout the document.
To insert a clipart image
1Click where you want to insert an image.
2Click Insert Graphics/Pictures Clipart.
The Scrapbook™ opens.
3Browse through the folders in the Scrapbook until you find the image you want to insert.
4Select the clipart image.
5Click Insert.
You can also insert a clipart image by dragging the image from the Scrapbook into a document.
To insert a picture from the WordPerfect Office disc
1Insert the WordPerfect Office disc into your disc drive.
2Click where you want to insert a picture.
3Click Insert Graphics/Pictures From file.
4Choose the drive and folder where the file is stored.
Pictures have a .jpg filename extension.
5Double-click a filename.
You can also insert a picture by dragging. Enable the Shadow cursor by clicking the Shadow cursor icon on
the application bar, drag across the area of the document in which you want the picture, and click Image from
file in the QuickMenu™.
You can preview a picture before you insert it by clicking Toggle preview , and clicking the picture filename.
54 Graphics
To link to an image on disk
1Click where you want to insert a link to an image.
2Click Insert Graphics/Pictures From file.
3Choose the drive and folder where the file is stored.
4Click the image you want to link to the document.
5Enable the Image on disk check box.
6Click Insert.
If you want to display the name of the image file, right-click the image, and click Content.
You can link to images copied from the Scrapbook by saving them to your hard disk.
Sizing graphics
You can size a graphic by dragging its handles.
To size a graphic
1Select a graphic.
2Drag a corner handle until the graphic is the size you want.
Arranging graphics
When two or more graphics overlap in a document, you can arrange their order by moving them in front of or behind
the others in the stack. You can also move graphics behind text (like a watermark) or in front of text (like a sticky note).
You can also select a graphic that is over or under another graphic.
You can group graphics so that they remain together when they are moved, sized, or edited.
You can also align and distribute graphics. For information, please see Aligning and distributing graphics” in the
WordPerfect Help.
To move a graphic by using the keyboard
1Select a graphic.
2Press any of the Arrow keys to move the graphic in the direction you want.
To reorder overlapping graphics
1Right-click a graphic.
2Click Order, and click one of the following:
To front — moves a graphic in front of the overlapping graphics
You can also
Stretch a graphic Drag a side handle until you achieve the effect you want.
Size a graphic proportionally Hold down Shift, and drag a handle.
Part Two: WordPerfect 55
To back — moves a graphic behind the overlapping graphics
Forward one — moves a graphic forward one layer
Back one — moves a graphic back one layer
You can also reorder overlapping graphics by selecting a graphic, and clicking the Object(s) forward one
button or the Object(s) back one button on the property bar.
To move a graphic behind or in front of text
1Select a graphic.
2Click the Graphics picker on the property bar, and click one of the following:
In front of text — moves the selected graphic in front of the text
Behind text — moves the selected graphic behind the text
To navigate between graphics
1Select a graphic.
2On the property bar, click one of the following:
Next box — selects the next graphic box that displays in the document
Previous box — selects the previous graphic box that displays in the document
To group graphics
1Hold down Shift, and click the graphics you want to group.
2Right-click one of the selected graphics, and click Group.
You can separate grouped graphics by right-clicking grouped graphics, and clicking Separate.
Working with color
You can create colors to use when working with fonts, highlighting, and graphics in WordPerfect. You can also use
color models to create colors. Three color models are available: RGB, HLS, and CMYK. WordPerfect lets you preview
color changes to a selection before the changes actually take place, and then apply the colors you created to graphics.
To create a color by using color models
1Click Format Font.
2Click the Font tab.
3Open the Color picker, and click More.
4Choose a color model from the Color model list box.
5In the Color values area, type values in the boxes until the color you want displays in the Current color box.
The color model you select determines the options available in the Color values boxes.
56 Graphics
To preview color changes
1Select a graphic.
2On the property bar, click one of the following buttons:
Foreground color — lets you change the foreground color of a shape
Background color — lets you change the background color of a shape
Shadow color — lets you change the color of a drop shadow
Outline color — lets you change the color of a graphics line
3Point to a color on the color palette.
When you pause on a color, a preview of the graphic in that color displays on the page.
If you want to apply the color to the graphic, click the color.
Corel RealTime Preview is enabled by default. For more information about Corel RealTime Preview see,
“Modifying font settings” on page 333.
Part Two: WordPerfect 57
Editing basics
In this chapter:
“Cutting, copying, and pasting text and graphics” on page 57
“Moving text and graphics” on page 58
“Undoing, redoing, and repeating actions” on page 58
Adding, editing, and deleting comments” on page 59
You can also apply comments and digital signatures to documents. For information, see “Editing basics” in
the WordPerfect Help.
Cutting, copying, and pasting text and graphics
You can cut or copy text or graphics and paste them to a new location in a document.
When you cut or copy information, it is stored on the Clipboard. You can paste it in the active document, in another
document, or in another application.
You can also choose a specific format when you paste information from the Clipboard into WordPerfect.
To cut, copy, and paste text and graphics
You can also copy, cut, or paste text or graphics by clicking Copy , Cut , or Paste on the toolbar.
You can link copied content to a document by enabling the Paste link option. The changes you make to the
linked content in the active file are reflected in the original file. The changes made to the original file also
appear in the active file.
To paste Clipboard contents in a specified format
1Select the text or graphic.
2Click Edit, and click one of the following:
• Copy
• Cut
3Click Edit Paste special.
4Enable the Paste option.
5Choose a format from the As list.
To Do the following
Copy text or graphics to the Clipboard Select the text or graphic, and click Edit Copy.
Cut text or graphics and move to the Clipboard Select the text or graphic, and click Edit Cut.
Paste text or graphics in a document Click where you want to insert the text or graphic, and click
Edit Paste.
Add a selection to the current Clipboard contents Select the text to add to the Clipboard, and click Edit
Append.
58 Editing basics
You can paste text without its formatting by pressing Ctrl + Alt + V. This technique is particularly useful for
pasting text copied from a Web browser.
Moving text and graphics
You can move text and graphics by dragging them within a document or between documents.
To move text or graphics by dragging within a document
Select a text or graphic, and drag it to a new position.
To move text or graphics by dragging to another document
1Click Window, and click one of the following:
Tile top to bottom — arranges the windows so that the documents are displayed above or below one another
Tile side by side — arranges the windows so that the documents are displayed side by side
2Select the text or graphic, and drag it to the other document.
Undoing, redoing, and repeating actions
WordPerfect lets you undo actions one at a time, or undo a series of actions all at once. You can undo changes made
to text, graphics, or tables. However, some actions, such as scrolling or saving a document, cannot be reversed. You
can redo actions that you have undone. You can also repeat actions.
To undo actions
The maximum number of Undo levels is 300.
If the Undo/Redo history has not been saved with the document, you can undo and redo changes that have
been made since the document was last saved.
You can undo an action by clicking the Undo button on the toolbar.
You can undo a series of actions by clicking the drop-down arrow beside the Undo button on the toolbar.
To Do the following
Undo the last action you performed Click Edit Undo.
Undo a series of actions Click Edit Undo/Redo history, choose an action from the
Undo list, and click Undo.
Set the number of Undo levels Click Edit Undo/Redo history, click Options, and type a
value in the Number of undo/redo items box.
Save Undo and Redo items with a document Click Edit Undo/Redo history, click Options, and enable
the Save undo/Redo items with document check box.
Part Two: WordPerfect 59
To redo actions
You can redo an action by clicking the Redo button on the toolbar.
You can redo a series of actions by clicking the drop-down arrow beside the Redo button on the toolbar.
To repeat an action
1Click Edit Repeat next action.
2Type a value in the Number of times to repeat next action box.
To set this value as the default whenever you use repeat, click Use as default.
Adding, editing, and deleting comments
You can add comments to document text, footnotes, endnotes, and outlines. Comments exist outside the main
document body and can contain text and formatting, such as font style, justification, margins, tabs, and color. For
more information about formatting text, see “Formatting text” on page 171. In addition, you can edit and delete
comments.
To add a comment
1Click in the document where you want the comment to appear.
2Click Insert Comment Create.
3Type the comment text.
4Click File Close to return to the main document.
When you return to the main document, a comment icon is displayed in the left margin next to line where the
comment is inserted. In Draft view, comments appear as shaded text within the document.
When publishing to HTML, you can include the comments that you inserted in a document. For more
information about publishing comments to HTML, see “To publish to HTML” on page 759.
To e d i t a c o m m e n t
1Click in the line where the comment is inserted.
2Click Insert Comment Edit.
If you prefer, you can right-click the comment icon and click Edit.
3Edit the comment.
4Click one of the following to edit other comments in the document:
Next
To Do the following
Redo an action that was just undone Click Edit Redo.
Redo a series of actions Click Edit Undo/Redo history, choose an action from the
Redo list, and click Redo.
60 Editing basics
Previous
5Click File Close to return to the main document.
To d e l e t e a c o m m e n t
Right-click a comment or comment icon, and click Delete.
Part Two: WordPerfect 61
Find and Replace
In this chapter:
“Finding and replacing text” on page 61
“Finding and replacing formatting codes” on page 63
Finding and replacing text
WordPerfect lets you find and replace text. You can search for words, phrases, or individual characters in a
document. Once the text is found, you can replace some or all occurrences of the text with other text, or you can
delete the text. You can also create a list of find-and-replace items and commit them all at once.
You can search for text that is displayed in a specific font or case. You can also highlight, and advance through, each
instance of a word or phrase in a document.
You can also find and replace forms of a word. For example, you can replace forms of the word “entry” with the word
“insertion.” Therefore, if the plural form, “entries,” is found, it is replaced with the word “insertions.” Furthermore,
you can search for occurrences of words that are whole words, and not part of a larger word. For example, if you do
a default search for the word “sum,” you will find “sum,” “summer,” and “summit.” If you do a whole-word search
for the word “sum,” you will find only occurrences of the word “sum.
You can also find and replace text in all WPD or WPT files in a folder.
To find and replace text
1Click Edit Find and replace.
2In the Find box, type the text you want to search for.
3Type the replacement text in the Replace with box.
4Click one of the following:
Find next — finds the next occurrence of the search text
Find prev — finds the previous occurrence of the search text
Replace — finds and replaces the next occurrence of the search text
Replace all — finds and replaces all occurrences of the search text
You can delete all occurrences of a text string by typing the text you want to delete in the Find box and leaving
the Replace with box empty.
You can search for a word or phrase you searched for previously by choosing the word or phrase from the Find
list box.
To find and replace a list of words or phrases
1On the Workflow macros toolbar, click the Multiple find and replace button.
2In the Find box, type the text you want to search for.
3Type the replacement text in the Replace with box.
4Click Add.
62 Find and Replace
5Repeat steps 2 through 4 for each word or phrase you want to replace.
If the Workflow macros toolbar is not displayed, click View Toolbars, and enable the Workflow macros check
box.
To find text in a specific font
1Click Edit Find and replace.
2In the Find box, type the text you want to find.
3Click Match Font.
4Enable the Font check box.
5Choose a font from the Font list box.
To find and highlight text
1On the Workflow macros toolbar, click the Highlight find and replace button.
2In the Find box, type the text you want to find.
You can scroll through the highlighted text by clicking Previous and Next.
You can also count a specific word in a document. For more information, see “To count a specific word or
phrase” on page 120.
If the Workflow macros toolbar is not displayed, click View Toolbars, and enable the Workflow macros check
box.
To find and replace case-specific text
1Click Edit Find and replace.
2Click Match Case.
To find and replace a form of a word
1Click Edit Find and replace.
2Click Type Word forms.
To find and replace a whole word
1Click Edit Find and replace.
2Click Match Whole word.
You can also
Search for a font style Choose a font style from the Font style list box.
Search for a specific point size Enable the Point size check box. Type a point size in the
Point size box.
Search for specific font attributes In the Attributes area, enable one or more of the attribute
check boxes.
Part Two: WordPerfect 63
To find and replace text in all WPD and WPT files in a folder
1Click Tools Macro Play, and double-click ReplaceInFolder.
2Click the Browse button, and navigate to the folder where the WPD or WPT files are stored.
3Enable one or more of the following check boxes:
WPD — to find and replace text in all WordPerfect documents in the folder
WPT — to find and replace text in all WordPerfect templates in the folder
4In the Find box, type the text you want to search for.
5Type the replacement text in the Replace with box.
6Repeat steps 2 through 5 for each word or phrase you want to replace.
If the Workflow macros toolbar is not displayed, click View Toolbars, and enable the Workflow macros check
box.
Finding and replacing formatting codes
You can search for and replace codes in a document. For example, if you search for a font size code, all font size codes
are found.
You can also search for specific codes, such as a specific font size.
To find and replace codes, you must first enable Reveal Codes.
You can also
Find and replace occurrences of a word that are not part of
larger words
Enable the Whole words check box.
Include headers, footers, and other substructures, such as
endnotes and equations in the find-and-replace process
Enable the Whole words check box.
Find and replace only case-specific occurrences of a word
or phrase
Enable the Case sensitive check box.
Make the changes in a new version of the file, leaving the
original file unchanged
Enable the Do not overwrite original (Append number to
end of filename) check box.
Sample Code Represents
Bot mar Bottom margin
Font Font
Font size Font size
HAdv Horizontal advance
Just Justification
Lft Mar Left margin
Lft Mar Adj Left margin adjustment
Ln Spacing Line spacing
64 Find and Replace
To find and replace a general formatting code
1Click Edit Find and replace.
2Click Match Codes.
To choose a merge code, enable the Display merge codes only check box.
3Choose a code from the Find codes list box.
4Click Insert.
5In the Find and replace dialog box, click in the Replace with box.
6In the Codes dialog box, choose a replacement code from the Replace codes list box.
7Click Insert and close.
8Click one of the following:
Find next — finds the next occurrence of the code
Find prev — finds the previous occurrence of the code
Replace — finds and replaces the next occurrence of the code
Replace all — finds and replaces all occurrences of the code
To find and replace a specific formatting code
1Click Edit Find and replace.
2Click Type Specific codes.
3Choose a code from the Find codes list box.
4Type values in the following boxes:
• Find
• Replace with
Ovrstk Overstrike
Rgt Mar Right margin
Rgt Mar Adj Right margin adjustment
Style Document style
Top Mar Top margin
VAdv Vertical advance
Sample Code Represents
Part Two: WordPerfect 65
Styles
A style is a collection of formatting attributes that you can apply to text or graphics.
WordPerfect provides several preset styles ready for use. You can also create your own styles.
In this chapter:
“Using text styles” on page 65
“Using graphics styles” on page 67
For information about list styles, variables, graphics boxes, and graphics lines, see “Working with styles” in
the WordPerfect Help.
Using text styles
You can create text styles. Text styles are collections of formatting attributes that you can apply to selected text,
paragraphs, or the entire document. Text styles you create are saved with the active document. You can create a
QuickStyle for text. QuickStyles are styles created based on the formatting in effect at the cursor location. You can
also create a QuickStyle for a paragraph.
Formatting text with styles ensures consistent formatting throughout a document. Whenever you change the
formatting in a style, you change the appearance of all text that uses that style.
You can save a text style. You can also specify where to save text styles. When you save a text style, you can associate
it with a specific template or with the active document only, or you can save it as a separate file. Saving a text style as
a separate file is useful if you plan to use the style with a different template or on a different computer.
You can apply a style to text in a document.
You can edit a text style.
To create a text style
1Click Format Styles.
2Click Create.
3In the Styles editor dialog box, type a name for the style in the Style name box.
You can create style names that contain up to 12 characters.
4Type a description for the style in the Description box.
5Choose a style from the Type list box.
6Using the Styles editor toolbar and menu bar, apply any style attributes.
If you want to define what function the Enter key performs when the style is applied, choose a style from the Enter
key inserts style list box.
If you want to display the codes that take effect when a style ends, enable the Show ‘off codes’ check box.
You can also
Delete a text style Click Format Styles, choose a style from the Available
styles list, and click Options Delete.
66 Styles
Give each style a unique name; otherwise, when you combine documents that contain a style with the same
name, one style is used and the other deleted in the new document.
The Reveal Codes check box is enabled by default and displays the codes for the style attributes in the Contents
box.
You can also define the style attributes by typing codes or text in the Contents box in the Styles editor dialog
box.
To create a QuickStyle
1Select the text or paragraph for which you want to create a QuickStyle.
2Click Format Styles.
3Click QuickStyle.
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 characters
Paragraph with automatic update — creates a QuickStyle for paragraphs
To s a v e a t e x t s t y l e
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 Options Settings.
6In the Save new styles to area, enable one of the following options:
Current documentassociates 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.
To apply a text style
1Click Format Styles.
2Choose a style from the Available styles list.
3Click Insert.
4Type the text in the document.
Part Two: WordPerfect 67
5Press Enter.
6Press Backspace.
To e d i t a t e x t st y l e
1Click Format Styles.
2Choose a style from the Available styles list box.
3Click Edit.
4In the Styles editor dialog box, use the Styles editor toolbar and menus to apply any style attributes.
If you want to define what function the Enter key performs when the style is applied, choose a style from the Enter
key inserts style list.
If you want to display the codes that take effect when a style ends, enable the Show ‘off codes’ check box.
Using graphics styles
You can use the preset styles included with WordPerfect or you can create your own styles.
You can create graphics styles for boxes, borders, fills, and lines. You can save a graphics style. Saving graphics styles
lets you use them again in other documents or templates.
You can delete a graphics style that you have created, but you cannot delete one of the preset graphics styles provided
with WordPerfect.
You can edit a graphics style to apply different formatting. When you edit a graphics style, all graphics boxes, borders,
fills, and lines formatted with that style are updated.
To create a graphics style
1Click Format Graphics styles.
2Enable one of the following options:
• Box
• Border
• Fill
• Line
3Click Create.
4Type a name for the style in the Style name box.
5Change the attributes of the graphics style.
To save a graphics style
1Click Format Graphics styles, and enable one of the following options:
• Box
• Border
• Fill
• Line
68 Styles
2Click Options Save as, and type a name for the style in the Filename box.
The file is saved to the default template folder, as specified in Tools Settings. If none is specified, WordPerfect
saves the styles where your user files are stored.
To delete a graphics style
1Click Format Graphics styles.
2Enable one of the following options:
• Box
• Border
• Fill
• Line
3Choose a style from the Styles list.
4Click Options Delete.
To edit a graphics style
1Click Format Graphics styles.
2Enable one of the following options:
• Box
• Border
• Fill
• Line
3Choose a style from the Styles list.
4Click Edit.
5Change the attributes of the graphics style.
Part Two: WordPerfect 69
Page margins
WordPerfect lets you set margins using various methods.
You can set margins by using guidelines. Guidelines are vertical or horizontal dotted lines that are displayed on pages.
You can also set margins by using exact measurements or the ruler.
All margin settings affect the current page and subsequent pages until you change them.
To set the margins by using the margin guidelines
1Click View Guidelines.
2Enable the Margins check box.
3Point to one of the following guidelines:
• left vertical dotted guideline
• right vertical dotted guideline
• upper horizontal dotted guideline
• lower horizontal dotted guideline
The pointer changes to a double-sided arrow.
4Drag the guideline to a new position.
To set the margins by using exact measurements
1Click in the document where you want the margin changes to start.
2Click Format Margins.
3Click the Page setup tab.
4In the Document margins area, type values in any of the following boxes:
Left — lets you specify where the left margin starts
Right — lets you specify where the right margin starts
Top — lets you specify where the top margin starts
Bottom — lets you specify where the bottom margin starts
You can also set margins by clicking File Page setup.
To set the margins by using the ruler
1Point to the Margin marker to the left or right of the ruler.
The pointer changes to a double-sided arrow.
2Drag the Margin marker to a new location on the ruler.
You can also
Set all margins to the last margin value edited In the Document margins area, click Equal.
Set all margins to the minimum size allowed by the current
printer
In the Document margins area, click Minimum.
70 Page size and orientation
Page size and orientation
When creating documents, you can choose the size and orientation of pages. The page size and orientation determine
how a printer formats and prints pages. You can choose from preset page sizes, or you can create your own.
In this chapter:
“Preset page sizes” on page 70
“Page orientation” on page 70
“Custom page sizes” on page 71
Preset page sizes
You can select preset page sizes.
To select a preset page size
1Click File Page setup.
2Click the Page setup tab.
3From the Page definition list box, choose one of the following:
Printer page types — lists all page size options for installed printers
Standard page types — lists all page size options for most printers
4Choose a page definition from the Page definition list.
5In the Page definition applies to area, enable one of the following options:
Current and following pages — applies the page definitions to the current and following pages
Current page only applies the page definitions to the current page only
Page orientation
You can specify page orientation.
To specify page orientation
1Click File Page setup.
2Click the Page setup tab.
3In the Orientation area, enable one of the following options:
Portraitprints the document on pages that have greater length than width
Landscape — prints the document on pages that have greater width than height
Part Two: WordPerfect 71
Custom page sizes
You can create a custom page size from scratch, or you can modify a preset page size. When you create a custom
page size, it is added to the printer’s page size selection as a preset. Therefore, you can apply the custom size to more
than one document. If you no longer require the custom or modified page sizes, you can delete the page size or
restore the default page sizes.
In addition, you can divide a physical page into several logical pages. Dividing pages is useful when you want to
create small documents, such as pamphlets, raffle tickets, or business cards.
This is an example of how you can divide pages.
To create a custom page size
1Click File Page setup.
2Click the Page setup tab.
3Click Add.
4In the Add new form dialog box, type a name for the new page size in the Name box.
5Choose a predefined paper type from the Type list box.
6Choose a predefined paper size from the Size list box.
If you want to create a page size definition from a nonstandard paper size, choose User defined size from the Size
list box.
7Type values in the following boxes:
• Width
• Height
8Choose a paper source from the Source list box.
The paper source is not saved as part of the document. It must be redefined for each document.
All printers have a nonprintable zone. If information is formatted to print in this area, it will not print. To shift
information out of the nonprintable zone, you must specify printing adjustments.
To modify a preset page size
1Click File Page setup.
2Click the Page setup tab.
3Choose a page definition from the Page definition list.
4Click Edit.
5Modify any of the settings.
72 Page size and orientation
To delete a page size
1Click File Page setup.
2Click the Page setup tab.
3From the Page definition list box, choose one of the following:
Printer page types — lists all page size options for installed printers
Standard page types — lists all page size options for most printers
4Choose a page definition from the Page definition list box.
5Click Delete.
When you delete a page size definition, you can no longer use that definition; a document can print with a
similar page definition, but it may not be an exact match.
To restore default page sizes
1Click File Page setup.
2Click the Page setup tab.
3From the Page definition list box, choose one of the following:
Printer page types — lists all page size options for installed printers
Standard page types — lists all page size options for most printers
4Click Restore.
To divide a page
1Click File Page setup.
2Click the Layout tab.
3In the Divide pages area, type a value in one of the following boxes:
Columns — lets you divide a page into a specified number of columns
Rows — lets you divide a page into a specified number of rows
Part Two: WordPerfect 73
Page flow
You can start a new page at any point in a document. You can make selected text or all text in a document fit a specific
number of pages.
You can change the text flow in a document by using hard or soft returns. You can start a new line manually by
inserting a hard return. A soft return wraps text to the next line and is inserted automatically by WordPerfect when
the line extends beyond the right margin.
To force a new page
1Click where you want to start a new page.
2Click Insert New page.
In draft view, a new page break is displayed as a double line.
You can also force a new page by pressing Ctrl + Enter.
To make text fit a specific number of pages
1Click in a document.
2Click Format Make It Fit™.
3Type a value in the Desired number of pages box.
The number of pages you set must be within 50 percent of the document’s current page count.
4In the Items to adjust area, enable any of the following check boxes:
• Left margin
• Right margin
• Top margin
• Bottom margin
• Font size
• Line spacing
5Click Make it fit.
To make only a certain block of text fit, select the text.
To insert a hard return
At the end of a line or paragraph, press Enter.
A hard return displays as an [HRt] code in the Reveal Codes window.
You can also view hard returns by clicking View Show ¶.
To insert a soft return
As you type, WordPerfect automatically inserts a soft return at the end of each line.
A soft return displays as an [SRt] code in the Reveal Codes window.
74 Page columns
Page columns
You can use columns to divide text vertically on a page. You can use four types of columns in documents: newspaper,
balanced newspaper, parallel, and parallel with block protect.
You can add columns to documents to create newsletters, glossaries, scripts, or inventory lists. You can discontinue
columns when they are complete. You can also delete columns and quickly move through columns.
You can change the appearance of columns by inserting a vertical line between the columns. This creates a visual
separation between the columns.
Newspaper columns
Text in newspaper columns flows down the column to the bottom of a page or column break and starts again at the
top of the next column.
Balanced newspaper columns
Balanced newspaper columns are similar to regular newspaper columns, but each column is adjusted on the page so
that all columns are equal in length.
These are examples of pages with columns. The left page displays newspaper columns. The right page displays balanced
newspaper columns.
Parallel columns
The parallel column text is grouped across the page in a row. The next row starts below the longest column of the
previous row. Parallel columns are useful for resumes, scripts, charts, inventory lists, or lists where columns span
multiple pages.
This is an example of parallel columns.
Part Two: WordPerfect 75
Parallel columns with block protect
Parallel columns with block protect keep each row of columns together. If a column in one row becomes so long that
it moves across a page break, the entire row moves to the next page.
This is an example of parallel columns with block protect.
To create columns
1Click a page.
2Click Format Columns.
3Type a value in the Number of columns box.
4In the Type of columns area, enable one of the following options:
Newspaper — makes text flow down a column to the bottom of a page or column break and continues it at the
top of the next column
Balanced newspaper — adjusts newspaper columns so that columns are of equal length
Parallel — groups columns across the page in rows, and starts subsequent rows below the longest column of
the previous row
Parallel w/block protect — keeps all rows of the columns together across page breaks
You can also apply columns to a page by clicking the Columns button on the toolbar.
To discontinue columns
1Click where you want columns to discontinue.
2Click Format Columns.
3Click Discontinue.
Press Ctrl + Enter to end one column and start the next column.
To delete all columns
1Click in the top-left corner of the first column.
2Click Format Columns.
3Click Discontinue.
You can also delete columns by dragging the [Col Def] code out of the Reveal Codes window.
76 Page columns
To navigate columns
To insert a vertical line between columns
1Select a column.
2Click Format Columns.
3Click Border/Fill.
4In the Column border/fill dialog box, click the Border tab.
5Choose Column between from the Available border styles list.
If you want to apply the vertical line only to a selected column group, enable the Apply border to current column
group only check box.
To mo v e t o Pr e ss
The top of a column Alt + Home
The last line of a column Alt + End
The previous column Alt + Left Arrow
The next column Alt + Right Arrow
Part Two: WordPerfect 77
Page numbering
In this chapter:
“Numbering pages” on page 77
“Changing the appearance of page numbers” on page 78
“Forcing, suppressing, and stopping page numbers” on page 79
“Numbering paragraphs” on page 79
“Numbering lines in a document” on page 80
For additional topics, please see “Numbering the parts of a document” in the WordPerfect Help.
Numbering pages
WordPerfect allows you to insert page numbers in a document and to choose where to position page numbers on a
page. When you begin page numbering, you can also specify which number to begin with. For example, you may
want the first page of a document to be labeled page 3 instead of page 1.
These are examples of various page numbering options: (top left) no page number, (top right) page number in the bottom-right
corner, (bottom left) page number at the bottom center, and (bottom right) page number in the top-right corner.
You can also insert secondary page numbers, which allow you to start a new page numbering scheme in a document.
For example, suppose you are creating a document in WordPerfect, but in the middle of the document, you need to
add maps that were not created in WordPerfect. The WordPerfect document is 10 pages, but the maps need to be
added as pages 7 and 8. To accomplish this, you can start page numbering at 1 at the beginning of the document
and insert a secondary page number, number 9, on the document’s page 7. This would allow for the addition of the
maps without disrupting the page numbering.
To insert page numbers
1Click Format Page Numbering.
2From the Position list box, choose a position for the page numbers.
3From the Page numbering format list, choose a format for the page numbers.
To specify an alternate starting page
1Click Format Page Numbering.
2Click Set value.
3In the Values dialog box, click the Page tab.
4Type a new page number in the Set page number box.
78 Page numbering
5Enable one of the following options:
Always keep number the same — ensures that the number remains the same when the document is edited
Let number change as pages are added or deleted — lets the number change as the document is edited
When you merge a multiple-page form document, you can restart the page numbering for each merged record
by enabling the Always keep number the same option.
To insert a secondary page number
1Click Format Page Insert page number.
2Choose Secondary page from the list.
3Click Value/Adjust.
4In the Values dialog box, click the Secondary tab.
5Choose a numbering format from the Secondary page number method list box.
6Type a value in the Set secondary page number box.
7Click Insert.
Changing the appearance of page numbers
You can change the font size and style, which includes attributes, such as bold or italic, of page numbers.
To change the font attributes of page numbers
1On a page, click where you want the font change to begin.
2Click Format Page Numbering.
3Click Font.
4In the Page numbering font dialog box, choose a font from the Face list.
5Choose a font size from the Size list box.
You can also
Change page number style In the Appearance area, enable one or more check boxes.
Change page number color Open the color picker, and click a color.
Change page number shading Type a value in the Shading box.
Part Two: WordPerfect 79
Forcing, suppressing, and stopping page numbers
By forcing a page number, you can insert a new page or make sure that a certain page in a document always has an
odd or even page number.
In addition, you can suppress page numbering on one page in a document. You can also stop the page numbers so
that they are removed from the entire document.
To force a page number
1Click on the page where you want to force a page number.
2Click Format Page Force page.
3Enable one of the following options:
None — numbers the page sequentially in the document. This is the default setting.
Current page oddinserts a blank page when necessary to make sure the current page always has an odd page
number
Current page even — inserts a blank page when necessary to make sure the current page always has an even
page number
Start new page — inserts a new page
To suppress a page number
1Click Format Page Suppress.
2Enable the Page numbering check box.
To stop page numbering
1Click Format Page Numbering.
2Choose No page numbering from the Position list box.
Numbering paragraphs
You can insert paragraph numbers in a document.
To number a paragraph
1Click where you want to insert the paragraph number.
2Click Format Paragraph Paragraph numbering.
3Type a level number in the Outline level box.
4Type a starting number in the Start value box.
5Choose a numbering format from the Number type list box.
If you want to specify that numbers update automatically if a paragraph is added or deleted, enable the
Automatic check box.
80 Page numbering
Numbering lines in a document
You can number the lines in a document, including newspaper columns. When you number lines, you can specify the
numbering method and the starting line.
To number lines in a document
1Click in a paragraph.
2Click Format Line Numbering.
3Enable the Turn line numbering on check box.
Line numbering begins with the first line of the paragraph in which the cursor is positioned.
The line numbering settings you choose are displayed in the preview window in the bottom-right corner of the
Line numbering dialog box.
You can also
Choose a numbering method Choose a numbering method from the Numbering method
list box.
Set the starting line Type a number in the Starting line number box.
Set the first printed line Type a number in the First printed line number box.
Specify which line numbers to print Type a number in the Numbering interval box.
Include blank lines when numbering Enable the Count blank lines check box.
Restart line numbers on each page Enable the Restart numbering on each page check box.
Part Two: WordPerfect 81
Headers and footers
You can use headers and footers to display information such as titles, page numbers, dates, times, and document
names.
In this chapter:
“Creating and viewing headers and footers” on page 81
“Editing headers and footers” on page 82
Creating and viewing headers and footers
You can create headers and footers in a document. You can also view headers and footers in page view or two pages
view.
To create a header or footer
1Click Insert Header/Footer.
2Enable one of the following options:
• Header A
• Header B
• Footer A
• Footer B
If you want to align the header or footer with the document margins, enable the Align with document margins
check box.
3Click Create.
4Type the header or footer text.
You can use two different headers and two different footers on any page in a document; however, only two
headers and two footers can be created on one page.
To view a header or footer
Click View, and click one of the following:
• Page
• Two pages
Headers and footers do not display in draft view. If you want to view a header or footer, the document must
be open in Page or Tw o page s view.
82 Headers and footers
Editing headers and footers
WordPerfect lets you edit the text in headers and footers. You can also adjust the distance below a header or above
a footer. You can suppress headers and footers so that they do not display on a page and do not print. Discontinuing
a header or footer removes it from the remainder of the document.
You can also place a header or footer on odd or even pages of a document.
To edit the text in a header or footer
1Click Insert Header/Footer, and enable the header or footer.
2Click Edit.
3Make any changes to the text.
4Click File Close.
If the document is displayed in Page view or Two pages view, you can also edit the header or footer by clicking
anywhere inside the header or footer.
To adjust the distance below a header or above a footer
1Click the Header/Footer distance button on the Header/Footer toolbar.
2Type a value in the Distance between text and header/footer box.
To suppress a header or footer
Click Format Page Suppress, and enable the header or footer.
To discontinue a header or footer
1Click Insert Header/Footer, and enable the header or footer.
2Click Discontinue.
You can also remove a header or footer from a document by dragging its associated code from the Reveal
Codes window.
To place a header or footer on odd or even pages
1Click Insert Header/Footer, and enable the header or footer.
2Click Create.
3Click the Header/Footer placement button on the Header/Footer toolbar.
4Enable an option: Odd pages, Even pages, or Every page.
Part Two: WordPerfect 83
Footnotes and endnotes
Footnotes and endnotes allow you to add reference information to a document, such as additional notes that
accompany a topic or that provide references. Footnotes are displayed at the bottom of a page, while endnotes are
found at the end of a document.
In this chapter:
“Inserting footnotes and endnotes” on page 83
“Finding footnotes and endnotes” on page 84
“Editing and deleting footnotes and endnotes” on page 84
“Formatting footnotes and endnotes” on page 85
“Modifying the display of footnotes and endnotes” on page 85
For additional topics, please see “Working with footnotes and endnotes” in the WordPerfect Help.
Inserting footnotes and endnotes
When you insert endnotes or footnotes, a reference number or mark is inserted in the document text. That number
or mark is linked to the corresponding information in the endnote or footnote.
While working with a footnote or endnote, you do not have access to all available WordPerfect functions until
you return to the body of the text.
To insert a footnote
1Click where you want the footnote reference mark to display.
2Click Insert Footnote/Endnote.
3Enable the Footnote number option.
If you want to restart the footnote numbering at a specific number, type the number in the Footnote number box.
4Click Create.
5Type the footnote text.
If you want to align the footnotes with the document margins, enable the Align with document margins check box.
6Click File Close.
To insert an endnote
1Click where you want the endnote reference mark to display.
2Click Insert Footnote/Endnote.
3Enable the Endnote number option.
4Click Endnote placement.
5Enable the Insert endnotes at insertion point option.
6Click Create.
7Type the endnote text.
If you want to align the endnotes with the document margins, enable the Align with document margins check box.
84 Footnotes and endnotes
8Click File Close.
You can restart the endnote numbering at a specific number by typing the number in the Endnote number
box. When you enable the Insert endnotes at insertion point and restart numbering option, all endnotes up to
the number you’ve specified display on one page, and then a note numbering starts over with 1 on a new
page.
Finding footnotes and endnotes
WordPerfect lets you find specific footnotes or endnotes in a document.
To find a footnote
1Click Insert Footnote/Endnote.
2Enable the Footnote number option.
3In the Footnote number box, type the number of the footnote you want to find.
4Click Edit.
To find an endnote
1Click Insert Footnote/Endnote.
2Enable the Endnote number option.
3In the Endnote number box, type the number of the endnote you want to find.
4Click Edit.
Editing and deleting footnotes and endnotes
You can edit footnote or endnote text.
When you delete a footnote or endnote number or mark, the note text for that footnote or endnote is automatically
deleted. In addition, the footnotes and endnotes that follow are renumbered.
To edit a footnote
1Find the footnote. See “To find a footnote” on page 84.
2Edit the footnote text.
3Click File Close.
If you are using Page view, you can edit the footnote text by clicking in the text.
You can restore a deleted footnote number by clicking the Note number button on the property bar.
To edit an endnote
1Find the endnote. See “To find an endnote” on page 84.
2Edit the endnote text.
3Click File Close.
Part Two: WordPerfect 85
If you are using Page view, you can edit the endnote text by clicking in the text.
You can restore a deleted endnote number by clicking the Note number button on the property bar.
To delete a footnote or endnote
1Select the footnote or endnote number or mark.
2Press Delete.
Formatting footnotes and endnotes
You can change the formatting of footnote and endnote text, as well as that of the reference mark that displays in
the document text.
To specify the text and numbering styles of footnotes and endnotes
1Click Insert Footnote/Endnote.
2Enable one of the following options:
• Footnote number
• Endnote number
3Click Options, and click Advanced.
4In the Edit numbering style area, click one of the following:
In text — lets you specify a format for all footnote or endnote numbers that display in the document text
In note — lets you specify a format for footnote or endnote text
5In the Styles editor dialog box, modify any attributes.
Modifying the display of footnotes and endnotes
You can change the spacing between footnotes or endnotes. You can also change the position of footnotes on a
page. For example, you can display footnotes immediately following the corresponding text on a page or at the
bottom of a page.
You can also choose to continue footnotes on the following page if there isn’t enough room on a page. In addition,
you can adjust the separator line between document text and footnotes.
To change the spacing between footnotes or endnotes
1Click Insert Footnote/Endnote.
2Enable one of the following options:
• Footnote number
• Endnote number
3Click Options, and click Advanced.
4Type a value in the Space between notes box.
86 Footnotes and endnotes
To change the position of footnotes on a page
1Click Insert Footnote/Endnote.
2Enable the Footnote number option.
3Click Options, and click Advanced.
4In the Position area, enable one of the following options:
• Place notes below text
• Place notes at bottom of page
To continue footnotes on the following page
1Click Insert Footnote/Endnote.
2Enable the Footnote number option.
3Click Options, and click Advanced.
4In the Continued notes area, type a value in the Amount of note to keep together box.
This value specifies the minimum distance allowed for a footnote at the bottom of a page before the note is moved
to the next page.
If you want to include a “continued...” message on the last footnote line of a page and the first footnote line of a
new page, enable the Insert (continued...) message check box.
To adjust the separator line between document text and footnotes
1Click Insert Footnote/Endnote.
2Enable the Footnote number option.
3Click Options, and click Separator.
4In the Add space area, type a value in the Above line box.
This value specifies the amount of white space between the separator line and the document text above it.
5Type a value in the Below line box.
This value specifies the amount of white space between the separator line and the footnote text below it.
6In the Line format area, choose one of the following positions for the line from the Line position list box:
• Left
• Center
• Right
7Choose a line length from the Length of line list box.
8Open the Line style picker, and click a line style on the line style palette.
Part Two: WordPerfect 87
Saving documents
By default, you can save documents in WordPerfect 6–X7 format. This ensures cross-platform compatibility for
documents saved in WordPerfect 6.x and later, and lets you save a document in an earlier version of WordPerfect. You
can also save documents in formats other than WordPerfect, such as Microsoft Word.
You can save a single document, or you can save all documents in the current instance of WordPerfect. You can save
a document to a new location. You can also save selected text or graphics in a new WordPerfect document.
Saving without metadata
When you save a document, it may contain information that you do not want others to see — for example, the name
of your computer or a document summary. This information is known as metadata, which is data 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 you can avoid sharing the metadata with others by saving
a version of the document without including the metadata.
Saving automatically
WordPerfect lets you create backup copies of documents. Creating backup copies helps prevent the loss of your work
if you close a document before saving it, or if a power failure occurs.
Saving to multiple formats simultaneously
NEW for X7: WordPerfect lets you save a document to WPD, DOC, DOCX, PDF, and HTML5 at the same time.
Saving iteratively
NEW for X7: When you save an iteration of a file, an updated version of the file is saved with a version number added
to the filename. For example, if you saved the original file as Document. WPD and then save an iteration of the file,
the latest version of the file is saved as Document 1.WPD. For each subsequent iterative save that you perform, the
number added to the filename increases by 1, for example, Document 2.WPD and Document 3.WPD. Iterative saving
is useful if you need to revert to an older version of a file, or simply to track your progress over time.
Reverting documents
You can revert a document to its last saved state.
To s a v e a d o c u m e n t
1Click File Save.
2Choose the drive and folder in which you want to save the file.
To save a file in a format other than WordPerfect, choose a file format from the File type list box.
3Type a name in the Filename box.
To embed the fonts in the document, enable the Embed fonts using TrueDoc® check box.
4Click Save.
88 Saving documents
If you have already saved the document, you will not be prompted to specify the drive, folder, and filename.
Embedding fonts ensures that the information for all fonts used in a document is saved with the document.
You may want to embed fonts if you are using an unusual font, or if you want to ensure that the font you are
using is displayed properly.
A filename cannot exceed 255 characters.
You can also save a document by pressing F3 or by clicking the Save button on the toolbar.
To save all documents in the current instance
•On the Workflow macros toolbar, click the Save all button.
If the Workflow macros toolbar is not displayed, click View Toolbars, and enable the Workflow macros check
box.
To save a document to a new location
1Click File Save as.
2From the Save in list box, choose the drive and folder in which you want to store the document.
3Click Save.
To save a document to multiple formats simultaneously
1Click Tools Macro Play.
2In the Play macro dialog box, choose Save to multiple formats, and click Play.
3In the Save file dialog box, type a name in the File name box.
4Click Save as.
5Enable any of the following check boxes:
• WordPerfect 6-X7 (WPD)
• MS Word 2007/2010/2013 (DOCX)
• MS Word 97/2000/2002/2003 (DOC)
• Portable Document Format (PDF)
• HTML5 (HTML)
6Click Save.
The new files are saved to the folder containing the current document or the folder.
PDF files are output using the last PDF-publishing configuration used.
To save to DOCX, you must first manually save one file to that format by clicking File Save as, and choosing
MS Word 2007/2010/2013 from the File type list box. You only have to do this once.
You can also
Save changes to a document Click File Save.
Rename a file Right-click the file, and click Rename. Type a new name in
the Filename box.
Part Two: WordPerfect 89
To save selected text or a graphic in a new document
1Select the text or graphic you want to save in a new document.
2Click File Save.
3In the Save area, enable one of the following options:
• Selected text
• Selected graphic
4Click OK.
5In the Save file dialog box, choose the drive and folder in which you want to save the file.
6Type a name in the Filename box.
7Click Save.
To save a document in compound file format
1Click File Save as.
2Type a name in the Filename box.
3Choose WordPerfect compound file from the File type list box.
4Click Save.
If a file is password protected, WordPerfect saves OLE object information in WordPerfect format, rather than
in compound file format. Saving files in WordPerfect format prevents others from using an OLE-enabled
application to viewing embedded objects in a password-protected file.
To save a document without metadata
1Click File Save without metadata.
2Choose the drive and folder in which you want to save the document.
By default, _mtd is added to the filename to identify that the file does not contain metadata.
3Enable the Keep original document open check box.
If the Keep original document open check box is not enabled, the original document closes, and the metadata-free
version remains open.
4In the Select metadata to remove area, enable any of the check boxes.
Comment information includes the comment writer’s name and initials, and the date the comment was
inserted in the document. If you want to remove both the comment text and the comment information, enable
the Content and information option. If you want to remove only the comment information, enable the
Information only option.
5Click Save.
To perform an iterative save
1Click Tools Macro Play.
2In the Play macro dialog box, choose Numbered save, and click Play.
90 Saving documents
To set timed document backups
1Click Tools Settings.
2Click Files.
3On the Document page, enable the Timed document backup every check box.
4Type a value in the minutes box.
To revert a document to its last saved state
•On the Workflow macros toolbar, click the Revert button.
If the Workflow macros toolbar is not displayed, click View Toolbars, and enable the Workflow macros check
box.
You can also
Save backup files in a specific folder In the Backup folder box, click the Browse button.
Choose the drive and folder in which you want to save
backup files.
Save a backup file each time you save a document Enable the Save original document as a backup at each
save check box.
Part Two: WordPerfect 91
Performing simplified merges
When you merge documents, such as to create mass mailings, you combine a form document and a data source. The
merge produces varying copies of the form document, each containing information from a specific record in the data
source.
For additional topics, please see “Performing merges” in the WordPerfect Help.
NEW for X7: The Mail Merge Expert is designed to simplify merging addresses with letters, labels and envelopes. It
guides you step-by-step through a merge, from choosing the data source that contains the recipients‘ information
(DAT file) and the form document that has the consistent content (FRM file) to outputting the merge. You can use
a variety of webmail address books that are in the CSV format in a merge, but you must first convert them to a DAT
file.
To perform a simplified merge
1Click Tools Mail Merge Expert.
The Mail Merge Expert opens.
2On the Data tab, enable one of the following data-source options:
Merge data file (DAT) — lets you uses an existing data file by clicking the Browse button and selecting the DAT
file. You can also begin creating a DAT file by clicking Create. For more information on creating DAT files, see
“To create a data file for a merge” on page 3.
Spreadsheet — lets you use a Quattro Pro (QPW) or Microsoft Excel (XSL or XSLX) spreadsheet as the data
source.
Corel address booklets you use a Corel address book as a data source. You can also use a gmail.com,
outlook.com, and yahoo.com webmail address book in a merge, but you must first convert it to a DAT file. For
more information, see “To convert an existing address book to a DAT file for a merge” on page 92.
3Choose an option for how blank lines are treated in the merged document when the corresponding field in the
data source is empty:
• Remove blank line
• Leave blank line
4If you only want to use certain records in the data source, click Select records, select a record to include in the
merge, and click Add. You can choose which fields to display in the Select records dialog box by clicking Display
fields, choosing the fields to display, and clicking Add.
5Click the Form tab.
6Enable one of the following form-document options:
Current documentlets you use the current document as the form (FRM)
Merge form file (FRM) — lets you use an existing form file by clicking the Browse button and selecting the FRM
file
You can also begin creating a FRM file by clicking Create. For more information on creating FRM files, see “To create
a form document for a merge or keyboard merge” on page 6.
7In the FRM file, position your cursor where you want to insert a field in the document, choose a field, and click
Insert.
You can insert multiple fields.
92 Performing simplified merges
8Click the Output tab.
9Enable one of the following merge options:
Current documentoutputs the merge to the current document with a page break between records
New document — outputs the merge to a new document with a page break between records
New document per record — outputs the merge so that each record is a separate document. In the Format area,
choose the output file format. You can choose how the output files are named by selecting a field name from
the Data field name list box.
10 Choose a folder location for the merge output.
11 Click Merge.
To convert an existing address book to a DAT file for a merge
1Click Tools Macro Play.
2In the Play macro dialog box, select CSVtoMerge, and click Play.
3 In the Select CSV file dialog box, navigate to the folder where the CSV file is stored, and click Open.
The CSV file is converted to a DAT file.
Part Two: WordPerfect 93
Printing
In this chapter:
“Printing documents” on page 93
“Printing envelopes and labels” on page 94
For additional topics, please see “Printing” in the WordPerfect Help.
Printing documents
WordPerfect provides numerous options for printing documents.
To print a document
1Click File Print.
2On the the Main page, choose a printer from the Name box.
3In the Print range area, enable one of the following options:
Full document — prints the entire file
Current page — prints the page where the cursor is located
Pages — prints the pages specified in the Pages box:
A hyphen (-) between numbers defines a range of sequential pages. For example, 1-5 prints pages 1 to 5.
A comma (,) between numbers defines a series of non-sequential pages. For example, 1, 5 prints pages 1 and 5
only.
Any combination of hyphens and commas is supported. For example, 1-3, 5, 7, 10-12 prints the following
pages: 1, 2, 3, 5, 7, 10, 11, and 12.
Selected text — prints the selected text in the document (available only if text is selected)
Document summary — prints only the document summary (available only if there is a document summary)
4Click Print.
To print multiple copies
1Click File Print.
2On the Main page, type the number of copies you want to print in the Number of copies box.
If you want the copies collated, enable the Collate option.
3Click Print.
To print sections of a document
1Click File Print.
2Click the Advanced tab.
3Type a number or a combination of numbers in any of the following list boxes:
Page(s)/Label(s) — prints the specified pages
Secondary pages — prints the specified secondary pages
94 Printing
Chapters — prints the specified pages in the specified chapters
Volumes prints the specified pages in the specified volumes
4Click Print.
The Volumes setting takes precedence over all other settings, followed by chapters, secondary pages, and
page(s)/label(s).
Printing envelopes and labels
To print on different sizes of paper, you must select a page size definition so the printer can format and print a
document as you want.
WordPerfect allows you to print different sizes of envelopes.
You can select a label size. You can also print labels.
To print an envelope
1Click the page of a document that is set up as an envelope.
2Click File Print.
3Click the Main tab.
4Click Print.
You can also print an envelope by clicking the Print current envelope button on the property bar.
To select a label size
1Click the page where you want labels to begin.
2Click Format Labels.
3In the List labels for area, enable one of the following options:
Laser printed — if you are using a laser printer
Tractor-fed — if you are using a tractor-fed printer
Both — if you are using a tractor-fed laser printer
4Choose a label definition from the Labels list.
5Click Select.
To print a label
1Click File Print.
2Click the Advanced tab.
3In the Page(s)/Label(s) list box, type the number of each label or a range of labels. For example:
• To print label 3, type 3.
• To print labels 3 and 8, type 3, 8.
• To print label 3 through the end of the document, type 3-.
4Click Print.
Part Two: WordPerfect 95
Working with PDF files
If you need to share files with others who do not have Corel WordPerfect Office installed on their computers, you can
publish the files to PDF. This file format does not require the use of a particular operating system, so after downloading
and installing Adobe Reader, any computer user can view, share, or print PDF files.
In this section, you’ll find these topics:
“Publishing to PDF” on page 95
“Creating PDF forms” on page 96
“Setting passwords for PDF files” on page 102
“Optimizing PDF files for the Web” on page 19
Publishing to PDF
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. In order to view the PDF file, the recipients of the file must have
Adobe Reader or Corel WordPerfect Lightning installed on their computers.
You can also add file information, such as the author name or keywords, to the PDF file.
You can verify the compliance of a PDF file by creating a log file. The log file created for a PDF file contains details
about what was done to the file to achieve compliance when the file was published. In addition, the log file lists all
limitations and warnings.
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-1b (Level B compliance) — creates a standardized PDF file that ensures the long-term archiving of the
content.
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 Save.
If you do not want the PDF file to open automatically after it is saved, disable the Open PDF after saving check
box.
If you publish to a PDF/A style, the document fonts are automatically embedded in the file. Some licensed fonts
are meant to be viewed only in the original document, however, and you are prohibited from redistributing
the font. Therefore, before publishing to the PDF/A style, you must make sure that you can redistribute the
fonts. To view the licensing information and embedding restrictions for a font, you can use a tool such as the
font properties extension tool that is available for free on the Microsoft Web site.
96 Working with PDF files
6Click File Publish to PDF.
7Click Settings.
The Publish to PDF settings dialog box appears.
8In the Export range area, enable one of the following options:
To add file information to a PDF file
1Click File Publish to PDF.
2Click Settings.
The Publish to PDF settings dialog box appears.
3Perform one or both tasks from the following table.
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-1b — creates a standardized PDF file that ensures the long-term archiving of the content.
PDFs that have been saved with Acrobat 5.0 can be opened in later versions of Adobe Acrobat.
To generate a log file
1Click File Publish to PDF.
2Click Settings.
The Publish to PDF settings dialog box appears.
3Click the Advanced tab.
4Enable the Generated log file check box.
If you want to change the location where the log file is stored, click Browse.
Creating PDF forms
NEW for X7: You can create fillable PDF forms, which you can distribute to gather specific information from users.
You can add form controls to a PDF form, such as text fields, check boxes, drop-down lists, list boxes, and radio
buttons. The type of information that you’re seeking dictates which form controls to use.
To Do the following
Add author informationType a name in the Author box.
Add keywords Type keywords in the Keywords box.
Part Two: WordPerfect 97
You can also add buttons that allow users to navigate, reset, and submit the form. You can also insert a customizable
button. To help users enter the information you’re seeking, you can add a tooltip description that appears when the
cursor is positioned over the form control.
You can define how data, especially numeric data, in a text field displays by using format masks. WordPerfect has a
variety of pre-defined format masks for dates, times, percentages, and numbers. When you’re compiling the
information that you’ve gathered from PDF forms, using format masks ensures that all the data from a specific text
field adheres to a format that you’ve chosen. For example, users could type a date in the PDF form in several ways
— using only numbers or a mixture of numbers and characters — and the format mask automatically converts the
data they’ve typed to the format you specified.
When you insert a form control in a document, it’s attached to a location on a page by default. As you add or delete
text before the form control, it remains in the same position on that page and moves with that page. However, you
can change the position of a form control on a page.
You can attach a form control to a character in a line so that the form control moves just like any other character in
the document. You can also attach a form control to a paragraph so it moves with the paragraph. As you add or
delete text before the form control, it moves automatically with the character or paragraph. You can also specify an
exact position for a form control within columns
You can use specific measurements to resize a form control. You can apply formatting to form-control text to change
the font and its attributes, such as size, color, and alignment. You can also edit the border style and fill for a form
control.
In addition, you can choose how the document text wraps around a form control. For example, you can wrap text
around one or both sides of a form control.
To add text fields
1Position the cursor where you want to insert the text field.
2Click Insert PDF form control, and click one of the following:
Text field — inserts a single-line text field
Multiline text field — inserts a multiline text field
By default, multiline text fields can only accept 150 characters in WordPerfect. However, after the document
is published to PDF and opened in a PDF viewer, multiline text fields can accept more than 150 characters.
You can also
Allow spell checking for user text Right-click the text field, click Properties, and enable the
Enable spell checking check box.
Restrict text entry to the width of the field Right-click the text field, click Properties, and enable the
Limit text entry to width of field check box.
Allow formatting of user text Right-click the text field, click Properties, and enable the
Allow rich text formatting check box.
Set the comb length of a single-line text field Right-click the text field, click Properties, and enable the
Comb length check box, and type a value in the characters
box.
98 Working with PDF files
You can also insert a text field by clicking the Insert text field or Insert multiline text field button on the
Form controls toolbar. If the Form controls toolbar is not displayed, click View Toolbars, and enable the Form
controls check box.
To format a text field
1Right-click a text field, click Properties.
You can only format a single-line text field.
2In the list of categories, click Format.
3Choose a format from the Format list.
4Click OK.
To create a custom format
1Right-click a text field, click Properties.
You can only create a custom format for single-line text fields.
2In the list of categories, click Format.
3In the Add format area, type a name for the format in the Name box.
4Choose the type of format you want to create from the Format type list box.
5Type an example of the syntax you want the data to adhere to in the Format mask box.
If the format that you are creating is a number or percent format type, choose an option from the Negative
number format list box.
For information about using format mask codes, see “Reference: Format mask codes in PDF forms” in the
WordPerfect Help.
To add a check box
1Position the cursor where you want to insert the check box.
2Click Insert PDF form control Check box.
You can also insert a check box by clicking the Insert check box button on the Form controls toolbar. If
the Form controls toolbar is not displayed, click View Toolbars, and enable the Form controls check box.
To add drop-down lists
1Position the cursor where you want to insert the drop-down list.
2Click Insert PDF form control Drop-down list.
3Right-click the drop-down list, and click Properties.
The Properties dialog box appears.
4Type the name of a list item in the Item box.
If you want to assign an export value to the drop-down list, type the value in the Export value box.
5Click Add.
Part Two: WordPerfect 99
You can also insert a drop-down list by clicking the Insert drop-down list button on the Form controls
toolbar. If the Form controls toolbar is not displayed, click View Toolbars, and enable the Form controls check
box.
To add list boxes
1Position the cursor where you want to insert the list box.
2Click Insert PDF form control List box.
3Right-click the list box, and click Properties.
The Properties dialog box appears.
4Type the name of a list item in the Item box.
If you want to assign an export value to the item, type the value in the Export value box.
5Click Add.
You can also insert a radio button by clicking the Insert list box button on the Form controls toolbar. If the
Form controls toolbar is not displayed, click View Toolb ars, and enable the Form controls check box.
To add radio buttons
Click Insert PDF form control Radio button.
You can also insert a radio button by clicking the Insert radio button or Insert a radio button group
button on the Form controls toolbar. If the Form controls toolbar is not displayed, click View Toolbars, and
enable the Form controls check box.
To add command buttons
1Click Insert PDF form control Button, and click one of the following:
Custom button — inserts a customizable button
Reset button — inserts a button that clears all user-entered information
Submit button — inserts a button that sends completed form to an email address
Next page button — inserts a button that moves to the next page
Previous page button — inserts a button that moves to the previous page
To add a tooltip to a form control
1Right-click a form control, and click Properties.
2Type the tooltip text in the Tooltip box.
To change the border of a form control
1Right-click a form control, and click Properties.
100 Working with PDF files
2In the list of categories, click Appearance.
3In the Border/Fill area, do any of the following:
• Choose a line thickness from the Line thickness list box.
• Choose a line style from the Line style list box.
• Open the Border color picker, and choose a color.
To change the fill of a form control
1Right-click a form control, and click Properties.
2In the list of categories, click Appearance.
3Open the Fill color picker, and choose a color.
To set form control text properties
1Right-click a form control, and click Properties.
2In the list of categories, click Appearance.
3In the Text area, do any of the following:
• Choose a font from the Font face list box.
• Choose a font size from the Font size list box.
• Open the Text color picker, amd choose a color.
• Choose an alignment option from the Align contents list box.
To change the position of a form control on a page
1Right-click a box, click Properties.
2In the list of categories, click Position.
3Choose Page from the Attach form control to list box.
4From the From list box in the Horizontal area, choose an element from which to set the horizontal position of the
form control.
5From the From list box in the Vertical area, choose an element from which to set the vertical position the form
control.
6Type values in the following boxes:
Horizontal — lets you specify the horizontal position of the form control
Vertical — lets you specify the vertical position of the form control
If you want to anchor the form control to a specific page, enable the Form control stays on page check box. The
form control remains on the current page even if you add or remove information before the form control.
To attach a form control to a character
1Right-click a form control, and click Properties.
2In the list of categories, click Position.
3Choose Character from the Attach form control to list box.
4Enable a line position option.
Part Two: WordPerfect 101
If you want to prevent text on other lines from printing over the form control, enable the Form control changes
text line height check box.
To attach a form control to a paragraph
1Right-click a form control, and click Properties.
2In the list of categories, click Position.
3Choose Paragraph from the Attach form control to list box.
4From the From list box in the Horizontal area, choose an element from which to set the horizontal position of the
form control.
5Type values in the following boxes:
Horizontal — lets you specify the horizontal position of the form control
Vertical — lets you specify the vertical position of the form control relative to the top of the paragraph
If you want the form control to extend beyond table cell boundaries, enable the Form control not limited by table
cell check box.
To resize a form control to specific measurements
1Right-click a form control, and click Properties.
2In the list of categories, click Size.
3In the Width area, enable the Set option, and type a value in the box.
4In the Height area, enable the Set option, and type a value in the box.
You can set the height of a form control to the line height of text in the form by clicking Match line height.
You can resize a form control to fill the width or height of a page column (from left to right margin) by
enabling the Full option in the Width or Height area. A form control with Full as its height is automatically
attached to the page.
To prevent form control from becoming distorted, enable the Maintain proportions option in the Width or
Height area.
To wrap text around a form control
1Right-click a form control, and click Properties.
2In the list of categories, click Wrap text.
3In the Wrapping type area, enable one of the following options:
Square — wraps the text around the edges of the form control
Contour — wraps the text around the outline of the form control
Neither side — wraps the text above and below the form control
Behind text — places the form control behind the text
In front of text — places the form control on top of the text
4In the Wrap text around area, enable one of the following options:
Largest side — wraps the text along the side of the form control with the longest dimension
Left side — wraps the text along the left side of the form control
102 Working with PDF files
Right side — wraps the text along the right side of the form control
Both sides — wraps the text along both sides of the form control
Setting passwords for PDF files
You can apply a password to a PDF file to control access to the file. You can add different types of passwords to a file.
You can add an open password to secure a file and prevent someone from opening it. You can also add a permission
password if you want to allow the file to be opened but you want to restrict access to other tasks, such as printing
or editing. If you apply only an open password, recipients of the PDF file can both open and edit the file content. If
you apply a permission password, 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 recipient of the file can use either password to open the file for viewing in Adobe Acrobat
or Adobe Reader. For example, if you want to allow someone to edit the file in Adobe Acrobat or print the document
in Adobe Acrobat or Adobe Reader, recipients must use the permission password.
To add an open 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 Open password check box.
5Type a password in Open password text box.
Passwords are not allowed in PDF files that are intended for archiving and saved with the PDF/A option.
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.
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 Enable the Enable the copying of text, images, and other
contents check box.
Part Two: WordPerfect 103
Publishing eBooks
ENHANCED for X7: You can publish WordPerfect documents to MOBI and EPUB, two of the most popular eBook
formats.
You can create an eBook by opening the WordPerfect eBook Publisher template and writing and formatting the
eBook directly in the template. You can also base an eBook on an existing document by copying and pasting its
content into the template.
Your eBook must have at least one chapter. Each chapter has two components: heading and content, which can be
text or images. Adding a chapter forces a page break.
You can add front matter, such as a title page, copyright, or dedication. Front matter appears before the chapters in
your eBook. You can also proofread your work in the eBook Publisher template.
You can add metadata to your eBook. Metadata — or publishing information — in eBooks is the same as bibliographic
data in traditional books. Metadata can help eBook retailers and librarians better catalog your eBook and make your
eBook more discoverable in online searches. Most metadata fields are optional, but you must give your eBook a title.
You can also add a cover to your eBook.
To create an eBook
1Click File New from project.
2Click the Create new tab.
3Choose [WordPerfect] from the list box.
If [WordPerfect] is not displayed in the list box, click Options, and click Refresh projects.
4Choose eBook Publisher from the list.
5Click Create.
6Click Enable macros.
If you do not want to show this warning again, enable the Do not show this message again check box
7Click Start.
If you do not want to show the WordPerfect eBook Publisher dialog box, enable the Do not show wizard when
creating a new eBook check box.
8In the New chapter dialog box, type a chapter heading.
You can now start writing the eBook. You can also copy text from an existing file. For more information, see “To
add text from another file” on page 103.
You can start a new eBook in the eBook Publisher template by clicking the New eBook button on the
template toolbar.
To add text from another file
1Click the Open button on the template toolbar.
2Choose the drive and folder where the file containing the text you want to copy is stored, choose the file, and click
Open.
3Select the text, and click Edit Copy.
104 Publishing eBooks
4In the eBook Publisher template, position the cursor where you want to insert the text.
5Click the Paste button on the template toolbar.
The default font in the eBook Publisher template is Georgia.
Footnotes that you copy into the eBook Publisher template appear as endnotes in the eBook. The endnote
reference number and the corresponding information in the endnote are linked to one another. You can also
add endnotes to your eBook. For more information, see “To insert an endnote” on page 625.
To insert an image in an eBook
1Click the Insert image button on the template toolbar.
2Choose the drive and folder where the image is stored, choose the file, and click Open.
You can use JPG, BMP, GIF, PNG, or TIFF files.
For more information about using images in WordPerfect, see “Working with graphics” on page 219.
To add a chapter
1Position the cursor where you want to insert the chapter.
2Click the New chapter button on the template toolbar.
3In the New chapter dialog box, type a chapter heading.
Chapter headings are used to build the table of contents for your eBook.
A placeholder for each chapter heading appears at the beginning of the document until you publish to an
eBook format.
You can also use chapters for book components that appear before or after the main content, such as a
prologue, preface, foreword, epilogue, or afterword.
To add front matter
1Click the Add front matter button on the eBook template toolbar.
2Enable any of the following check boxes for the components you want to add:
Title page — the first page after the cover
Copyright — details on content copyright or other legal matters
Dedication — warm words for your sources of inspiration
3Click OK, and then click within any inserted component to proceed with its content.
You cannot use the Front matter dialog box to remove front matter. You must delete the content itself from
your document.
To proofread an eBook
On the template toolbar, click one of the following buttons:
Spell checker button — checks and corrects spelling
Part Two: WordPerfect 105
Grammatik button — checks and corrects grammar and spelling
You can also use the thesaurus to refine your writing style by clicking the Thesaurus button on the template
toolbar. The thesaurus lets you look up options such as synonyms, antonyms, and related words.
For more information about using Grammatik, Spell checker, or Thesaurus, see “Using the writing tools” on
page 293.
For tips on proofreading your writing, see “Proofreading documents.”
To publish to an eBook format
1Click the Publish to eBook button on the eBook template toolbar.
If you haven’t saved the document that you are publishing to an eBook format, you must save it now.
2In the eBook formats dialog box, enable any of the following check boxes:
• MOBI
• EPUB
3Click Next.
4In the Publishing information dialog box, type the eBook title in the Title box.
For best results, capitalize every word in the title and subtitle except articles, conjunctions, or prepositions unless
they are the first or last word in the title.
5If you want to add non-mandatory metadata, type in the following boxes:
• Author
• Publisher
• Subject
Unique ID — If you want to sell your eBook through an online vendor, it must have a unique identifier. Although
there are several common identifiers for eBooks you could use, International Standard Book Number (ISBN) is
recommended. For more information about obtaining an ISBN for your eBook, see www.isbn-international.org.
If you don’t choose a unique identifier, WordPerfect automatically assigns one based on the date and time of
publishing.
• Publish date
• Description
6Choose a language code that from the Language list box.
The language code embedded in your eBook helps optimize reading devices for the eBook language.
7To add a cover, click the plus sign (+) next to the Cover image box, choose the drive and folder where the image
is stored, choose the file, and click Open.
You can use JPG, BMP, GIF, PNG, or TIFF files. The cover image will appear as the first page in your eBook. For best
results, choose an image 600 pixels wide by 800 pixels high.
8Choose the point in your eBook that displays on opening from the Book starts at list box:
• First chapter
• Tables of contents
• Title page
9Click Publish.
106 Publishing eBooks
When you first publish to MOBI, or when you click the Publisher settings button on the eBook publisher
toolbar, the Publisher settings dialog box prompts you to specify the installed location of two supporting files,
kindlegen.exe and KindlePreviewer.exe. These files are required to publish your document to the MOBI file
format. You can download the files by clicking Auto download or Go to download site.
For more information about optimizing ebook metadata, see the WordPerfect Quick Reference Card “Adding
metadata to your ebooks” in the Reference Center.
Part Three: Quattro Pro 107
Part Three: Quattro Pro
Quattro Pro lets you create professional spreadsheet-based documents to help you manage data. With Quattro Pro,
you can create a notebook that contains a single spreadsheet or an entire project. Quattro Pro provides all the tools
you need to produce tables, financial forms, lists, databases, charts, reports, or any other type of data-oriented
document.
About Quattro Pro
See the following chapters:
“Quattro Pro basics” on page 109
“Navigation and display” on page 113
“Microsoft Excel compatibility” on page 117
Setting up Quattro Pro projects
See the following chapters:
“Notebook basics” on page 119
“Spreadsheet basics” on page 122
“Data entry” on page 125
“Calculations” on page 128
Editing and formatting spreadsheets
See the following chapters:
“Editing spreadsheets” on page 131
“Formatting text” on page 135
“Formatting data” on page 137
“Formatting cells” on page 139
Formulas and functions
See the following chapters:
“Formulas” on page 143
“Functions” on page 146
Charts
See the following chapter:
“Charts” on page 147
Sharing Quattro Pro projects
See the following chapter:
“Sharing Quattro Pro projects” on page 151
108 Part Three: Quattro Pro
The Quattro Pro page of the Reference Center offers extensive program help: reference topics, tutorials, tips,
insights, and more. See “To access the Reference Center” on page 9.
Part Three: Quattro Pro 109
Quattro Pro basics
In this chapter:
“Starting Quattro Pro” on page 109
“Understanding the components of a notebook” on page 109
“Working with toolbars” on page 110
“Working with the application bar” on page 111
“Working with Quattro Pro Experts” on page 112
“Quitting Quattro Pro” on page 112
For additional topics, please see “Quattro Pro basics” in the Quattro Pro Help.
Starting Quattro Pro
Let’s begin by starting Quattro Pro.
To start Quattro Pro
On the Windows taskbar, click Start All Programs WordPerfect Office X7 Quattro Pro.
Understanding the components of a notebook
Notebooks, spreadsheets, and their associated elements are the core of the Quattro Pro application. Notebooks
provide a way to organize many spreadsheets within the same file. There are 18,000 spreadsheets in a notebook.
Each spreadsheet consists of approximately 1,000,000 rows and 18,000 columns.
Spreadsheets
A spreadsheet is an electronic ledger. It contains columns and rows in which you enter, arrange, calculate, and analyze
data. In a spreadsheet, you can arrange and categorize data, perform simple math operations, and apply complex
formulas. Once you enter your data in a spreadsheet, you can create a chart, add maps and graphics, or produce a
report. The spreadsheet you see when Quattro Pro opens is one of thousands available in each notebook.
Objects sheet
The last sheet of every notebook is the Objects sheet. The Objects sheet displays an icon for every chart in the
110 Quattro Pro basics
notebook. This sheet also displays icons for custom dialog boxes you build. You can copy, rename, and print items in
the Objects sheet. The Objects sheet property bar has buttons for creating, editing, and displaying charts and for
building custom dialog boxes.
Project templates
Project templates let you create a new notebook based on a pre-designed project. Many of the Quattro Pro project
templates provide a basic format and structure for common spreadsheets and data entry forms. You can also create
your own project templates.
Values
A value is a number, date, formula, or the result of a formula. Quattro Pro automatically determines whether data is
a value or a label. As you type your data in a cell, the READY indicator on the application bar changes to LABEL or
VALUE, depending on the type of data you enter.
Labels
Labels contain alphanumeric data, such as titles, phone numbers, or addresses. Quattro Pro interprets and formats
labels differently than it does values. Values are calculable; labels are not.
Formulas
Formulas are mathematical equations. Formulas usually refer to numbers in other cells in order to calculate a value,
such as the difference between the values in two cells or the total of values in a column. You can use mathematical
functions and numbers in formulas.
Functions
Spreadsheet functions are built-in formulas that automate many of the calculations you perform in a spreadsheet. For
example, @AMAINT is a spreadsheet function that calculates the accumulated interest paid on a loan after a specified
number of payments. All spreadsheet functions are preceded by an @ sign.
Macros
Macros are computer scripts that automate complex or repetitive command sequences. A macro is a sequence of
commands that Quattro Pro runs automatically. Macros can perform keystrokes, mouse actions, and menu
commands. You can use macros to automate tasks (such as printing a standard report), enter frequently used labels
with a keystroke, or build complete applications to simplify Quattro Pro tasks for other users.
Working with toolbars
Toolbars give you quick access to the features you frequently use.
The following standard toolbars come with Quattro Pro:
Notebook — provides tools for entering and editing data
Selection formatting — provides tools for manipulating the current selection
Data manipulation — provides tools for working with notebook cells and selections
Drawing tools — provides tools for drawing or inserting objects in a graphics window, and for arranging objects
on a layer on top of the notebook
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Outlining tools — provides tools for grouping data in collapsible and expandable sets of information
Auditing tools provides tools for tracing dependent cells, precedents, and even errors in large, complex
notebooks
Review — provides tools for reviewing shared notebooks
Experts and numeric tools — provides tools for quickly creating maps, charts, and budgets, and for performing
computations
CrossTab report — provides tools for manipulating cross-tab reports
Visual Basic® — launches the Visual Basic Editor and Visual Basic Design Mode
To display a toolbar
1Right-click any toolbar.
2Click the toolbar you want to display.
To move a toolbar
1Point to the two vertical gray lines at the left of a toolbar.
2Drag the toolbar to a new position.
Working with the application bar
The application bar displays mode and status indicators. For example, if you press Caps lock, the application bar
display shows that Caps lock is on.
The QuickCell™ feature is also displayed on the application bar. With QuickCell, you can view a selected cell on the
application bar to see its updated value as you change other cells elsewhere in the spreadsheet.
To use the QuickCell feature
1Click a cell on the spreadsheet.
2On the application bar, click QuickCell.
You can also
Clear the QuickCell value Click a blank cell on the spreadsheet, and click QuickCell.
Disable QuickCell Right-click the application bar, click Customize
Application bar Add new command, and drag the
QuickCell button from the application bar to the
spreadsheet window.
112 Quattro Pro basics
Working with Quattro Pro Experts
Quattro Pro Experts guide you step by step through many spreadsheet tasks. You can access Quattro Pro Experts from
a toolbar or from a menu. The following Experts are available:
PerfectExpert — helps you quickly perform many common Quattro Pro tasks
Analysis Expert — helps you make many analysis calculations, such as advanced regression, correlation, covariance,
exponential smoothing, F-test, moving average, sampling, T-test, and Z-test
Budget Expert — guides you in creating five different budget templates for both home and business use
Consolidate Expert — lets you combine cells using statistical operators (SUM, AVG, COUNT, MIN, MAX, STD, STDS,
VAR, VARS), after which you can sort the combined data
External Data Expert — lets you easily import data from a database, such as a Paradox® or dBASE database. It also
supports Query By Example (QBE) and Open Database Connectivity (ODBC).
Map Expert — builds a map from selected cells of data
Scenario Expert — lets you create and display groups of scenarios (data conditions and results) based on models
in your notebook
What-If Expert — lets you create tables that show the effect of changing one or two variable cells referenced in a
formula
To access a Quattro Pro Expert from a toolbar
1Right-click a toolbar, and click Experts and numeric tools.
2From the Experts and numeric tools toolbar, click the Expert you wish to use.
You can point to a toolbar button to see a description of a particular Expert.
Quitting Quattro Pro
You can quit Quattro Pro.
To quit Quattro Pro
Click File Exit.
If you have changed any files, you are prompted to save your work.
Part Three: Quattro Pro 113
Navigation and display
In this chapter:
“Navigating notebooks and spreadsheets” on page 113
“Working with windows and views” on page 114
“Zooming data and viewing screen components” on page 115
“Hiding and revealing rows and columns” on page 116
For additional topics, please see “Viewing and navigating notebooks and spreadsheets” in the Quattro Pro
Help.
Navigating notebooks and spreadsheets
You can cycle through open notebooks. You can navigate columns and rows on a spreadsheet. You can also
automatically scroll through a spreadsheet.
In addition, you can quickly navigate to the Objects sheet.
To cycle through open notebooks
•On the application bar, click the button that displays the notebook's name.
You can also move through open notebooks by pressing Shift + F6 to cycle forward or Ctrl + F6 to cycle
backwards.
To navigate a spreadsheet
Press the relevant key, as outlined in the table below.
You can also move across rows by pressing Tab.
To automatically scroll through a spreadsheet
1On the notebook toolbar, click AutoScroll .
The cursor changes to the AutoScroll arrow.
2Move the AutoScroll arrow in the direction you want to scroll.
The scrolling speed increases as you move the arrow farther away from the AutoScroll tool.
You can disable AutoScroll by clicking anywhere on the spreadsheet.
To Do the following
Move down columns after entering data Press Enter or the Down arrow.
Move up columns after entering data Press the Up arrow.
Move across rows after entering data Press the Left arrow or Right arrow.
114 Navigation and display
To go to the Objects sheet
Click the Quick tab button at the bottom left of the notebook window.
To return to the original spreadsheet, click the Quick tab button again.
Working with windows and views
A Quattro Pro window displays a Quattro Pro file, or a file imported into Quattro Pro. While working in Quattro Pro,
you can have several windows open. For example, suppose you are working with four different notebooks, each
dealing with a quarterly report; you can display all four at once.
You can select which windows you want open, and how you want to view the data in those windows. In addition,
there are several methods of rearranging windows on your desktop. You can also hide windows.
You can change how you view your notebook without changing the notebook itself. For example, you can use Draft
view when quickly entering data, or you can use Page view when you want to change margins and see how
information will fit on a printed page. You can also use Zoom to make the notebook display larger or smaller.
To select a notebook window
•On the application bar, click the button that displays the window's name.
The window with the highlighted title bar is active.
You can toggle back and forth between Quattro Pro and a non-spreadsheet window, such as the spelling
checker, by pressing Alt + F6.
To arrange notebook windows
When possible, tiled windows are given equal room on the screen.
To hide a notebook window
1Click the window.
2Click Window Hide.
To show a hidden notebook window, click Window Show.
To select a notebook view
1Click View.
2Click one of the following views:
To Do the following
Tile windows vertically Click Window Tile top to bottom.
Tile windows horizontally Click Window Tile side by side.
Have windows overlap Click Window Cascade.
Part Three: Quattro Pro 115
Draft — does not display some document elements such as footers, page breaks, and margins, although they
may exist in the notebook
Pagedisplays your notebook pages the way they will look when printed
Page breaks displays soft and hard page breaks
Objects — displays the Objects sheet, the last sheet in the notebook
The view that is currently selected when you exit Quattro Pro is the view that will appear when you open
Quattro Pro again.
You can drag graphics or charts while in Draft view or Page view.
To see multiple pages while in Page view, click View Zoom, and choose 50 percent (%) or less. To change
margins while in Page view, drag a blue margin line to set the current margin for a column or row of pages.
Zooming data and viewing screen components
Zoom lets you see an entire printed page or focus in on the detail of a few cells. You can set zoom for an entire
notebook or for individual sheets. The default setting is 100%. Percentages less than 100% show more columns and
rows; percentages greater than 100% show fewer. You can also use the Zoom to fit option to automatically fill the
screen with the current selection.
To zoom in and out of a notebook
1Click View Zoom.
2Select a zoom level.
3Enable the Notebook option.
The zoom level does not affect printed output.
To restore the screen to its normal display, choose 100%.
If you select one cell and choose Selection, Quattro Pro finds the boundaries of the data, then zooms only that
cell.
To fit data on the screen by zooming
1Select the cell or cells to zoom.
2Right-click a toolbar, and click Data manipulation.
3Click Zoom to fit .
116 Navigation and display
Hiding and revealing rows and columns
Quattro Pro lets you hide rows or columns from view on the screen. Hidden rows and columns do not print. Although
they are hidden from view, they are still used in calculations. Columns move left to fill in the space left by the hidden
column, and rows move up; however, row numbers and column letters do not change. For example, if you hide
column B, the columns on the screen are labeled A, C, D, and so on.
You can reveal rows and columns that are hidden.
To hide rows or columns
1Select the rows or columns to hide.
2Right-click the rows or columns, and click Hide.
To reveal hidden columns
1Click Edit Select all.
2Click Format Selection properties.
3Click the Row/column tab.
4Enable the Reveal option in the Column options area.
You can also reveal a hidden column by placing the pointer slightly to the right of where the hidden column
should be and dragging.
You can reveal hidden rows by enabling the Reveal option in the Row options area.
Part Three: Quattro Pro 117
Microsoft Excel compatibility
In this chapter:
“Simulating the Microsoft Excel workspace” on page 117
“Sharing spreadsheets with Microsoft Excel users” on page 117
For additional topics, please see “Compatibility with Microsoft Excel” in the Quattro Pro Help.
Simulating the Microsoft Excel workspace
If you recently switched from Microsoft® Excel® to Quattro Pro, you may not be familiar with the Quattro Pro
workspace. While there are many similarities between the two applications, you may find it easier to simulate the
Microsoft Excel workspace.
In addition, you can display the Compatibility toolbar, which gives you immediate access to tools such as saving
documents to Microsoft Excel and publishing to HTML.
To work in the Microsoft Excel workspace
1Click Tools Settings.
2Click Workspace.
3Enable the check box beside the Microsoft Excel workspace in the available workspaces list.
Quattro Pro features, including toolbars and menus items, are rearranged to simulate where you would find their
equivalents in Microsoft Excel.
To display the Compatibility toolbar
1Click View Toolbars.
2Enable the Compatibility toolbar check box in the Toolbar list.
Sharing spreadsheets with Microsoft Excel users
Quattro Pro makes it possible for you to share your Quattro Pro spreadsheets with Microsoft Excel users and for them
to share their workbooks with you.
To save a Quattro Pro notebook as a Microsoft Excel file
1Click File Save as.
2Choose the drive and folder where you want to save the file.
3Type a filename in the Filename box.
4Choose a Microsoft Excel file type from the File type list box.
To open a Microsoft Excel workbook in Quattro Pro
1Click File Open.
118 Microsoft Excel compatibility
2Choose the drive and folder where the workbook is stored.
If you can’t see the file, choose All files from the File type box.
3Double-click the workbook's filename.
You can open Microsoft Excel version 3, 5, 7, 97, 2000, 2002 (XP), 2003, 2007, 2010, and 2013 workbooks
in Quattro Pro. You can also open Microsoft Excel Open XML workbooks (.xlsx) and Microsoft Excel Open XML
Macro-enabled workbooks (.xlsm).
When opening Microsoft workbooks in Quattro Pro, some information may not display as it did in Microsoft
Excel.
To automatically save to the Microsoft Excel format
1Click Tools Settings.
2In the list of categories, double-click Compatibility.
3Choose XLS from the Default file type list box.
Part Three: Quattro Pro 119
Notebook basics
In this chapter:
“Creating and opening notebooks” on page 119
Adding and deleting spreadsheets” on page 120
“Moving and copying spreadsheets” on page 121
“Renaming spreadsheets” on page 121
Creating and opening notebooks
When you start a new spreadsheet in Quattro Pro, you must first create a notebook. You can create a notebook from
the default template or from a list of project templates:
When you create a notebook from the default template, you must format the data yourself and perform your
own calculations.
Project templates prompt you for data and then format and calculate it automatically.
You can also open a notebook.
To create a notebook from the default template
Click File New.
To create a notebook from a project template
1Click File New from project.
2Click the Create new tab.
3Select Quattro Pro from the Categories list box.
4Choose a project from the Projects list.
5Click Create.
6Use the PerfectExpert panel to modify the project.
To open a notebook
1Click File Open.
2Choose the drive and folder where the notebook is stored.
3Click a filename
4Click Open.
120 Notebook basics
Adding and deleting spreadsheets
You can add or delete single or multiple spreadsheets to or from your notebook.
To insert a spreadsheet
1Click the tab of the spreadsheet you want to follow the new spreadsheet.
2Click Insert Insert sheet.
To insert multiple spreadsheets
1Click Insert Insert cells.
2Enable the Sheets option in the Dimension area.
3Enable the Entire option in the Span area.
4Type a 3D selection in the Cells field.
For example, to insert three sheets before spreadsheet B, enter B:A3..D:A3 (it does not matter which cell you
reference).
To delete a spreadsheet
1Click a spreadsheet tab.
2Click Edit Delete cells.
3Enable the Sheets option.
4Enable the Entire option.
You can also delete a spreadsheet by right-clicking a spreadsheet tab, and clicking Delete sheet.
To delete multiple spreadsheets
1Click the first spreadsheet tab.
2Hold down Shift while you click the last spreadsheet tab to delete.
A black line appears under the tabs.
3Click Edit Delete cells.
4Enable the Sheets option.
5Enable the Entire option.
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Moving and copying spreadsheets
You can move sheets within a notebook or between notebooks to reorder them by using the mouse to drag the
spreadsheet tab to another location. In the same way, you can also copy spreadsheets within a notebook.
To move a spreadsheet
1Click the tab of the spreadsheet you want to move.
2Drag the spreadsheet tab in any direction until a sheet icon appears.
3Move the sheet icon by dragging right or left along the row of tabs.
4Release the mouse button when the sheet icon is where you want to place the spreadsheet.
You can also move a spreadsheet by clicking Edit Move Sheets, and specifying the sheets to move.
To copy a spreadsheet
1Hold down Ctrl and click the tab of the spreadsheet you want to copy.
2Drag the spreadsheet tab in any direction until a sheet icon appears.
3Move the sheet icon by dragging right or left along the row of tabs.
4Release the mouse button when the sheet icon is where you want to place the spreadsheet.
You can also copy a spreadsheet by clicking Edit Select all, and then clicking Edit Copy.
Renaming spreadsheets
Each spreadsheet in a notebook has a tab at the bottom. This tab displays the name of the spreadsheet. Spreadsheets
are initially named with letters of the alphabet in sequence, from A to Z, continuing from AA to AZ, up to ZZZ. You
can assign a descriptive name to a spreadsheet using up to 64 characters (letters and numbers).
To rename a spreadsheet
1Click Format Sheet properties.
2Click the Name tab.
3Type a descriptive name.
The Objects sheet (the last sheet in the notebook) cannot be renamed.
When you rename a spreadsheet, formulas that refer to the renamed spreadsheet adjust to use the new name.
To reassign the original name to a spreadsheet, click Reset.
You can also name a spreadsheet by double-clicking its tab.
122 Spreadsheet basics
Spreadsheet basics
In this chapter:
“Selecting cells, rows, and columns” on page 122
“Inserting and deleting cells, rows, and columns” on page 123
Selecting cells, rows, and columns
You can select cells individually or in rows, columns, blocks, or 3D blocks. When you select a cell, a black-bordered
rectangle displays to indicate the active cell. This rectangle is called the selector.
When you need to enter cell references in dialog boxes, it is usually easier to select the cells rather than type the entire
cell address. Quattro Pro lets you use the Range picker to easily select cells.
You can lock specific rows and columns of a spreadsheet so that their titles remain on the screen as you scroll. A blue
line divides the locked area and the notebook data. Locked titles do not affect printing.
Finally, you can repeat titles on each spreadsheet of a printed notebook.
To select nonadjacent cells
1Select the first group of cells.
2Hold down Ctrl, and select additional cells.
To select a 3D block of cells
1Select the cells on the first spreadsheet.
2Hold down Shift, and click the tab for the last spreadsheet in the series.
A black line appears under the tabs; the same cells are now selected on all the sheets where the black line
appears.
The cells remain selected only until you click elsewhere in the notebook.
To select cells from a dialog box
1Click the Range picker.
2Select the cells you want to appear in the edit field of the dialog box.
3Maximize the dialog box.
You can also select cells by double-clicking the contents of the edit field.
To select a row or column
Click the row or column heading.
To select multiple spreadsheets
1Click the tab of the first spreadsheet to select.
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2Hold down Shift while you click the last spreadsheet tab you want to include in the selection.
A black line appears under the tabs.
To lock titles on a spreadsheet
1Select the top-left cell of the spreadsheet area you want to remain scrollable.
2Click View Locked titles.
A blue line divides the locked area and the notebook data.
The Locked titles option is only available in Draft view.
To unlock titles, click View Locked titles again.
To repeat column titles on a printed notebook
1Click File Page setup.
2Click the Options tab.
3Type the location of the column title in the Top heading box.
You can also repeat row titles by typing the location of the row title in the Left heading box.
Inserting and deleting cells, rows, and columns
You can insert cells, rows, or columns anywhere in a spreadsheet. When you insert an item, existing data is pushed
down, to the right, or to the back of the notebook to make room for the new item.
When data is no longer useful, you can easily delete cells, rows, columns, or multiple rows and columns.
To i n s e r t a c e l l
1Select a cell in the location where you want to insert a new cell.
2Click Insert Insert cells.
3Enable the Partial option in the Span area.
4Enable one of the following options in the Dimension area:
Rows — The selected cell will shift down and out of the way.
Columns — The selected cell will shift to the right.
Sheets — The selected cell will shift to the next spreadsheet.
You can also insert multiple cells. Make sure the upper-left corner of the cells you select contains the first cell
entry you want shifted right, down, or back. The cells you select should be the same size as the number of cells
you want to insert.
124 Spreadsheet basics
To insert a row
1Select the row heading just below where you want the row inserted.
2Click Insert Insert row.
You can insert multiple rows by selecting multiple row headings, and clicking Insert Insert row.
To insert a column
1Select the column heading to the right of where you want the column inserted.
2Click Insert Insert column.
You can insert multiple columns by selecting multiple columns headings, then clicking Insert Insert column.
To delete a cell
1Select the cell you want to delete.
2Click Edit Delete cells.
3Enable the Partial option in the Span area.
4Enable one of the following options in the Dimension area:
Rows — The cell below the selected cell shifts up.
Columns — The cell to the right of the selected cell shifts to the left.
Sheets — The corresponding cell on the next spreadsheet shifts to the current spreadsheet.
You can also delete multiple cells by first selecting a block of cells.
To delete a row or a column
1Select the row or column heading.
2Click Edit Delete cells.
You can delete multiple rows or columns by selecting multiple headings, and clicking Edit Delete cells.
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Data entry
In this chapter:
“Creating labels and special characters” on page 125
“Entering values” on page 126
Creating labels and special characters
You can create labels in a spreadsheet which, unlike other cell data, cannot be calculated in formulas. A label can be
text (address), text with numbers (145 Howard Street), or numbers seen as text (202-555-1212, a phone number).
A label can begin with any letter, punctuation mark, or symbol, except the following characters:
You can insert special characters and symbols that are not on your keyboard, such as icons, phonetic characters, and
characters in other languages.
To c r e a t e a l a b e l
1Click a cell.
2Type alphanumeric characters.
3Press Enter.
To create a label from a value
You can also type an alignment character before a backslash, if you want a label to begin with a backslash,
but don't want to repeat the character after it.
Character Description
/forward slash
+plus
-minus
$ dollar sign
( opening parenthesis
@at sign
#number sign
.period
=equals
To create Do the following
Left-aligned label Type ' before a value.
Right-aligned label Type " before a value.
Centered label Type ^ before a value.
126 Data entry
To insert special characters and symbols
1Click a cell.
2Click Insert Symbol.
3Choose a character set from the Set list box.
4Choose a character from the Symbols list.
5Click Insert.
You can also insert special characters and symbols by clicking the WP characters button on the property bar.
Entering values
A value is a number, formula, date, or time. Quattro Pro determines that data is a value from the characters you type.
The data type displays in the application bar.
About numbers
Numbers entered in cells can consist only of the following:
numerals (0 to 9)
minus sign (-) for negative numbers
plus sign (+) for positive numbers
currency symbols; for example, $
one decimal point
a trailing %
an E for scientific notation
You can enter fractions in a cell.
About formulas
For information on entering formulas, see “Formulas” on page 315.
About dates and times
You can enter a date or time, including the current date, in a cell. While Quattro Pro reads dates and times as values,
it applies specific formatting and calculation criteria to them depending on the date and time formats you set as
defaults.
To e n t e r a n u m b e r
1Click a cell.
2Type a number.
3Press Enter.
For more information, see “To change the number of decimal places in a value” in the Quattro Pro Help.
Part Three: Quattro Pro 127
To enter fractions
1Click a cell.
2Type a number as a decimal.
3Press Enter.
4Click the cell.
5Click Format Selection properties.
6Click the Numeric format tab.
7Choose Fraction from the Numeric formats list.
8Choose a type from the Fraction list.
To enter a date or time
1Click a cell.
2Type a date or time.
3Press Enter.
For a list of available date and time formats, see “Default date and time formats” in the Quattro Pro Help.
To enter the current date
1Click a cell.
2Click Insert Date.
Quattro Pro inserts the short date format specified in the Windows Regional Settings on the Control Panel.
You can also enter the current date by clicking a cell and pressing Ctrl + D.
128 Calculations
Calculations
In this chapter:
“Creating simple equations” on page 128
“Calculating data in rows and columns” on page 128
“Using preset calculations” on page 130
Creating simple equations
You can perform simple mathematical operations such as 1+1 directly in a cell. Quattro Pro interprets these equations
as formulas and indicates cells with formulas by adding a blue triangle to the bottom-left corner of the cell. Quattro
Pro also totals values for you.
To do simple math in cells
1Type the numbers and math operators in a cell.
For example, type 4500+450.
2Press Enter.
Do not include commas in numbers.
To total values in a column
1Click in the first blank cell below and one column to the left of the cells to be totaled.
2Type total.
3Press Enter.
This feature is not case sensitive and is language dependent.
You can also total values in a row: Click the first blank cell to the right and one row above the cells to be totaled,
type total, and press Enter.
Calculating data in rows and columns
Using PerfectExpert, you can calculate data in rows and columns. For example, you can add a column, find the average
of a list of figures, or find the middle value of either.
You can also perform calculations on individual cells.
Quattro Pro also lets you perform calculations on two rows or columns.
To calculate data in a single row or column
1Click Help PerfectExpert.
2Click Do simple math in the PerfectExpert panel.
3Click Quick math.
Part Three: Quattro Pro 129
4In the Select a row or column box, specify the cells to calculate.
5Choose a math operation from the Do math list box.
6In the Insert answer in cell box, specify the cell where you want to display the answer.
You can also specify cells by clicking the Range picker tool and selecting the cells.
To perform a calculation on each item in a row or column
1Click Do simple math in the PerfectExpert panel.
2Click More quick math.
3In the Select a row or column box, specify the cells to calculate.
4Choose a math operation from the Do math list box.
5In the Insert answer in cell box, specify the cell where you want to display the answer.
The answer row or column must have as many cells as are in the list on which you're performing calculations.
You can also specify cells by clicking the Range picker tool and selecting the cells.
To calculate data in two rows or columns
1Click Do simple math in the PerfectExpert panel.
2Click 2-column quick math.
3In the Select first row/column box, specify the cells to calculate for the first row or column.
4In the Select second row/column box, specify the cells to calculate for the second row or column.
5Choose a math operation from the Do math list box.
6In the Insert answer in cell box, specify the cell where you want to display the answer.
The answer row or column must have as many cells as are in the list on which you're performing calculations.
You can also specify cells by clicking the Range picker tool and selecting the cells.
130 Calculations
Using preset calculations
You can perform calculations quickly by using preset calculations.
You can also total cells in rows or columns. For example, you can calculate totals in a single row, or multiple rows or
columns. The row or column cannot contain blank cells, and any labels in the selected cells are treated as zero values.
Calc As-You-Go™ lets you display several different running totals for cells you select; the sum, average, count,
maximum value, and minimum value display on the application bar.
To perform preset calculations
1Type values across a row or down a column.
2Click the first blank cell after the values.
3Open the QuickFunction flyout on the Notebook toolbar, and click a function.
To total cells
To use Calc-As-You-Go
1Select the cells on which to perform running calculations.
2View the totals on the application bar.
To total Do the following
Cells in a row (or a column) Select the cells, along with one blank cell to the right (or
below), and click the QuickSum™ button on the
Notebook toolbar.
Multiple rows (or columns) Select the cells, along with a blank column to the right (or
a blank row below), and click the QuickSum button on
the Notebook toolbar.
Rows and columns for a grand total Select the cells, along with a blank column to the right and
a blank row below, and click the QuickSum button on
the Notebook toolbar.
Rows or columns on multiple spreadsheets Select the rows or columns, along with a blank row and
column around the data on each spreadsheet, and click the
QuickSum button on the Notebook toolbar.
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Editing spreadsheets
In this chapter:
“Editing cell content” on page 131
“Undoing actions” on page 132
“Copying and moving cells” on page 133
For additional topics, please see “Editing spreadsheets” in the Quattro Pro Help.
Editing cell content
Quattro Pro lets you overwrite, replace, or edit cell content.
Quattro Pro lets you quickly find a cell and automatically replace the data it contains. You can look for data in cell
formulas or cell values.
To overwrite data
1Click a cell.
2Press Insert.
The Typeover button on the application bar appears pressed when the typeover mode is on.
You can return to inserting data by pressing Insert.
To replace the entire contents of a cell
1Click a cell.
2Type a new entry.
3Press Enter.
To edit cell contents
1Double-click a cell.
2Click where you want to edit.
3Edit the cell content.
4Press Enter.
You can move the insertion point within a cell by using the arrow keys.
To edit the contents and formatting properties of a cell
1Click a cell.
2Click Edit Clear, and click one of the following:
Cells — lets you erase the content and the formatting of a cell
Values — lets you erase the content but not the formatting of a cell
Format — lets you erase the formatting but not the content of a cell
132 Editing spreadsheets
Clicking Edit Clear Format does not affect column width or row height.
Unnecessary cell formatting can add significantly to the size of a notebook file; clearing cell formatting reduces
the size of the file.
To clear values in a range of cells without clearing formulas
1Select a range of cells.
2Click Edit Cut.
3Click Edit Paste special.
4Disable the Number cells check box.
5Click Paste.
To find and replace data
1Click Edit Find and replace.
2Type the text or value to find in the Find box.
3Type the replacement text or value in the Replace box.
4Type the cells to search in the Cell(s) box.
5In the Look in area, enable one of the following options:
Formula — finds data in a formula
Value — finds data in a value
Condition — compares cells in the spreadsheet with any conditions specified in the Find box
6Click one of the following buttons:
• Find next
• Previous
7Click Replace.
Quattro Pro makes replacements from the cursor position to the end of a document, so you must position the
cursor at the beginning of a document before you search.
You can replace all occurrences of the search item with the replacement text or value by clicking Replace all.
When using conditional searches, type a question mark (?) before the search condition (e.g. ? > 300).
Undoing actions
Quattro Pro lets you undo most actions in reverse order of performance. You can reinstate a change by redoing an
action.
To undo an action
Click Edit Undo.
Part Three: Quattro Pro 133
To undo multiple actions
1Click Edit, and click the Undo flyout.
2Choose an action from the list.
When you choose an action from the list, all actions performed after that action will be undone.
You can also undo multiple actions by clicking the Undo flyout on the notebook toolbar.
To redo an action
Click Edit Redo.
To redo multiple actions
1Click Edit, and click the Redo flyout.
2Choose an action from the list.
When you choose an action from the list, all actions performed after that action will be redone.
You can also redo multiple actions by clicking the Redo flyout on the notebook toolbar.
To set the number of actions that can be undone and redone
1Click Tools Settings.
2In the list of categories, double-click Workspaces, Application, and click General.
3Type a value in the Undo/Redo level (0 to 200) box.
In all situations, except where program speed and available memory are absolutely crucial, the level for
undoing and redoing actions should be set to a minimum of one.
Copying and moving cells
You can copy or move cells by selecting the cells directly on a spreadsheet or you can copy cells by specifying the
location of the cell.
To copy and paste cells
1Select the cells to copy.
2Click Edit Copy.
3Select the destination cells within the active spreadsheet.
4Click Edit Paste.
When you copy a selection of cells to a specific cell, the Clipboard uses that cell as the upper-left position of
the copied information.
You can also copy a cell to the input line of another cell, a text box, another spreadsheet in the notebook, or
another notebook.
134 Editing spreadsheets
To copy cells to a specified location
1Click Edit Copy cells.
2In the From box, specify the cells to copy.
3In the To box, specify the destination cells.
If you copy cells containing absolute references, enable the Model copy check box.
Instead of specifying the cells you want to copy, you can press F3 and choose a named cell from the Cell names
dialog box.
To move cells by cutting and pasting
1Select the cells to move.
2Click Edit Cut.
3Select the destination cells within the active spreadsheet.
4Click Edit Paste.
You can also move a cell to the input line of another cell, a text box, another spreadsheet in the notebook, or
another notebook.
To move cells by dragging
1Select a cell or cells.
2Point to an edge of the cells until a four-way arrow displays.
3Drag the cells to the destination area.
You can use the colored outline as a guide when you move cells.
You can copy a cell by holding down Ctrl as you drag.
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Formatting text
In this chapter:
“Using formatting tools” on page 135
“Changing the appearance of text” on page 135
Using formatting tools
Quattro Pro lets you format a spreadsheet by copying the formatting (background color, font, numeric format, and
so on) of one cell to another cell or selection of cells.
You can apply a predesigned format to data.
To copy cell formatting
1Click the cell or cells with the format you want to copy.
2Click the QuickFormat button on the toolbar.
3Select the cell or cells where you want to copy the formatting.
To turn off QuickFormat, click the QuickFormat button on the toolbar.
To apply a predesigned format
1Select the cells to format.
2Click Format SpeedFormat™.
3Choose a format from the Formats list.
You can also apply a predesigned format by clicking the SpeedFormat button on the toolbar.
Changing the appearance of text
You can change the text in one or more cells by adjusting its font face, font size, or text color. You can also change
the appearance of text.
To change the typeface, size, and color of text
1Select the cells with text to format.
2Click Format Selection properties.
3Click the Cell font tab.
4Choose a font face from the Face list.
5Choose a font size from the Size list box.
6Open the Color picker, and click a color.
136 Formatting text
To change the properties of the text font
1Select the cells with text to format.
2Click Format Selection properties.
3Click the Cell font tab.
4Enable any of the check boxes in the Appearance area.
You can also change the text appearance by clicking the Bold , Italic , or Underline button on the
property bar.
To convert text to superscript or subscript
1Double-click a cell.
2Select the data to change.
3Click one of the following buttons on the property bar:
Superscript
Subscript
Part Three: Quattro Pro 137
Formatting data
Numeric formats do not change cell values; they change only the way values display.
Quattro Pro uses two types of numeric formats: number formats and date/time formats.
About number formats
When you type numbers, Quattro Pro by default rounds off fractional numbers as necessary to fit in the cell. You can
change the numeric format of a cell to accommodate, for example, scientific, currency, decimal, and percent formats.
In addition, Quattro Pro lets you change the number of decimal places in a value.
About date/time formats
Quattro Pro lets you format dates and times in a spreadsheet. For example, by default, Quattro Pro displays times in
long form as HH:MM:SS (for example, 09:32:30), or in short form as HH:MM (for example, 09:32) when no seconds
are specified, but you can change this format.
To change the number format of a cell
1Select a cell.
2Click Format Selection properties.
3Click the Numeric format tab.
4Choose one of the following formats from the Numeric formats list:
General — to display numbers exactly as you type them (unless the column width is too narrow)
Number — to choose a negative number and number of decimal places formats, and separate thousands with
commas
Currency — to choose a country whose currency symbol you want to use
Scientific — to display numbers as scientific notations
Fraction — to choose a fraction format
Hidden — to prevent a cell from displaying its contents
Percent — to display numbers in a percent format
Custom — to choose a customized format
To change the number of decimal places in a value
1Select a cell.
2On the property bar, click the Change the number of decimal places button.
3Type a value in the box.
4Press Enter.
138 Formatting data
To format dates and times
1Select a cell to format.
2Click Format Selection properties.
3Click the Numeric format tab.
4Click one of the following formats from the Numeric formats list:
Date — lets you choose a date format from the Date formats options
Time — lets you choose a time format from the Time formats options
Part Three: Quattro Pro 139
Formatting cells
In this chapter:
Aligning data” on page 139
“Wrapping text” on page 141
Joining cells” on page 141
“Resizing rows and columns” on page 142
Aligning data
You can align data horizontally and vertically in a cell. The default alignment setting for numbers and formula results
is right-aligned; the default setting for labels and dates is left-aligned.
You can center data across multiple cells. You can also change the orientation of text in a cell by rotating it.
To align data in a cell
1Select a cell.
2Click Format Selection properties.
3Click the Alignment tab.
4In the Horizontal alignment area, enable one of the following options:
General — right-aligns values and left-aligns labels
Left — left-aligns all types of data
Right — right-aligns all types of data
Center — centers cell data
Indent — moves data in from the edge of a cell
5In the Vertical alignment area, enable an option.
You can also click the Alignment button on the property bar to change horizontal cell alignment.
To center text across multiple cells
1In the left-most cell, type the text to be centered.
2Select the cells over which to center the text starting with the cell containing the text.
3Click Format Selection properties.
4Click the Alignment tab.
5In the Horizontal alignment area, enable the Center across block option.
140 Formatting cells
To rotate text
1Click a cell with text to rotate.
2Click Format Selection properties.
3Click the Alignment tab.
4In the Orientation area, enable one of the following options:
Horizontal — orients text horizontally
Vertical — orients text vertically
Rotated — rotates text to the degree you specify
Part Three: Quattro Pro 141
Wrapping text
Text that displays wider than a column width overflows to the next cell when that cell is empty. If the next cell contains
data, the overflow text is hidden and the text appears truncated. To fix this, you can wrap text within a cell or enter
short lines of text in one cell.
To wrap text within a cell
1Click the cell in which you want to wrap text.
2Click Format Selection properties.
3Click the Alignment tab.
4Enable the Wrap text check box in the Cell options area.
You can also wrap text by clicking the Property button on the toolbar.
To enter short lines of text in a cell
1Click a cell.
2Type a line of text.
3Press Alt + Enter.
4Continue typing.
5Press Enter.
Joining cells
Quattro Pro lets you join cells to create a title across multiple cells or a vertical side bar.
To join cells
1Drag across the cells you want to join.
2Click Format Selection properties.
3Click the Alignment tab.
4Enable the Join cells check box in the Cell options area.
You can also join cells by selecting the cells to join and clicking the Join cells button on the toolbar.
142 Formatting cells
Resizing rows and columns
Quattro Pro lets you change the row height in a spreadsheet. You can also change the width of a column.
To change the row height
1Select a cell in each row you want to resize, or select the row borders.
2Click Format Selection properties.
3Click the Row/column tab.
4In the Row options area, enable the Set height option and type a value in the box.
5Enable one of the following options:
• Points
• Inches
• Centimeters
You can also change row height by moving the pointer to the bottom edge of a row border until it changes
to a double arrow, and dragging the double arrow to resize the row.
To change the column width
1Follow steps 1 through 3 in the previous procedure.
2In the Column options area, enable the Set width option and type a value in the box.
3Enable one of the following options:
• Characters
• Inches
• Centimeters
You can also change column width by moving the pointer to the right edge of a column border until it changes
to a double arrow, and dragging the double arrow to resize the column.
Part Three: Quattro Pro 143
Formulas
Formulas are mathematical equations that calculate a final value, such as the difference between two cells or the total
of a column.
Using Quattro Pro, you can create math formulas.
You can also create text formulas. Text formulas are any formulas that have a textual result.
Quattro Pro also allows you to create logical formulas that evaluate true or false. For example, the result of the formula
+C3<10 displays either 1 or 0 depending on the value of cell C3.
You can also create a formula by using the Formula Composer™.
To create a math formula
1Type a plus sign (+) in a blank cell.
2Type a formula.
3Press Enter.
To view formula results as you enter the formula data, press F9.
To create a text formula
1Type a plus sign (+) in a blank cell.
2Type the formula using an ampersand (&) to combine text strings.
For example, +C4&"Review" enters the text in cell C4, and then the word Review.
3Press Enter.
If you want to add a space between strings, type it inside the quotation marks. For example, +C4&" Review"
enters the text in cell C4, a space, and then the word Review.
To create a formula that evaluates to true or false
1Click a blank cell.
2Type a formula using one of the logical operators.
3Press Enter.
If the statement is true, a 1 displays in the cell. If the statement is false, a 0 displays.
144 Formulas
Composing formulas
You can create a formula or edit an existing one using Quattro Pro's Formula Composer.
This is the formula composer.
Depending on the view you choose, you can see up to three panes that provide information about the formula you
are creating:
Outline pane — lets you examine the structure of a formula, edit parts of the formula, and trace cell references
and cell names. The outline pane shows the hierarchy of the formula you have created. You can expand or collapse
parts of the formula to focus on part of the formula. The outline can consist of several levels, with each level
containing a different expression.
Spreadsheet function description pane — provides a brief description of the spreadsheet function you have
selected in the outline pane. When you type a spreadsheet function (for example, @SUM) in the Expression edit
field, the spreadsheet function description pane appears to the right of the dialog box.
Argument pane — provides entry fields for the spreadsheet function arguments. Parentheses around an argument
indicate an optional argument. When you type a value for an optional argument, you must also enter values for
all preceding optional arguments. Clicking to the left of an argument gives you a short description of each
spreadsheet function argument.
To create a formula in the Formula Composer
1Select a blank cell.
2Click the Formula Composer button.
3Enable one of the following options:
Standard view — displays all three panes (spreadsheet function description, outline, and argument)
Argument view — displays the outline and argument panes
Outline view — displays only the outline pane
4Type a formula in the Expression box.
If an formula is incomplete or syntactically incorrect (for example, a spreadsheet function may be missing an
argument), a red question mark icon in the outline alerts you to the error.
Part Three: Quattro Pro 145
Expressions that cannot be expanded, such as values, display a small yellow circle to their left.
You can expand and collapse selected parts of the formula outline by clicking Expand and Collapse .
To edit a formula in the Formula Composer
1Select a cell containing a formula.
2Click the Formula Composer button.
3Select the first expression in the outline on the left.
4In the Expression box, make changes to the formula.
146 Functions
Functions
Instead of composing formulas, you can use spreadsheet functions. Spreadsheet functions are a set of standard built-
in formulas used to simplify complex calculations.
Quattro Pro offers more than 500 built-in spreadsheet functions. These spreadsheet functions cover a range of
calculations, including database, financial, engineering, and statistical calculations. A common spreadsheet function
is @SUM, which adds the cell values you reference. For example, typing @SUM(A1..A4,B1) is equivalent to typing
+A1+A2+A3+A4+B1.
For documentation on the available functions for Quattro Pro, please see the Quattro Pro Functions Help (qpfn.chm).
You can enter spreadsheet functions in a cell. As you type a function, the most likely function and its syntax appear
at the bottom right of the screen. The function's arguments will appear on the application bar.
Spreadsheet functions can also be used to create formulas. In a formula, the left parenthesis is red until you type the
right parenthesis. Then, they both turn green.
To enter a spreadsheet function in a cell
1Select a cell.
2Click Insert Insert function.
3Choose a category from the Function category list.
4Choose a spreadsheet function from the Function list.
5Click Next.
6Type the arguments of the function in the relevant boxes; optional arguments appear within angled brackets (<>).
All spreadsheet functions begin with the at sign (@). When typing a spreadsheet function, you can omit the
@ if it is not the first item in the formula.
Enclose arguments in parentheses.
To create a formula by using a spreadsheet function
1Select a cell.
2Click Insert Insert function.
3Choose a category from the Function category list.
4Choose a spreadsheet function from the Function list.
5Click Next.
6In the Expression box, type the rest of the formula.
The pane on the left shows a breakdown of the formula.
To identify a missing parenthesis or bracket, double-click the cell, and move the insertion point through the
formula. When you reach an unmatched parenthesis or bracket, the character turns red.
Part Three: Quattro Pro 147
Charts
Quattro Pro lets you present data graphically by plotting it in a chart.
In this chapter:
“Understanding charts” on page 147
“Creating charts automatically” on page 148
Adding titles to charts” on page 149
Adding linked data to charts” on page 149
“Changing chart data” on page 150
For additional topics, please see “Presenting spreadsheet data in a chart” in the Quattro Pro Help.
Understanding charts
You can create the following chart types: area (2D and 3D), bar (2D and 3D), bubble, Gantt, high/low, histogram, line
(2D and 3D), mixed, pie (2D and 3D), polar, radar, scatter (2D and 3D), spectral, and surface (2D and 3D).
Quattro Pro lets you create a variety of chart types.
Plotting chart data
How Quattro Pro plots data depends on the range and values of the cells you select before you create the chart.
When a selection contains more rows than columns or an equal number of rows and columns:
Quattro Pro plots each column as a single series.
If the first column contains labels, the labels are placed along the x-axis.
If the first row contains labels, the labels are used as the chart legend.
When a selection contains more columns than rows:
Quattro Pro plots each row as a single series.
If the first row contains labels, the labels are placed along the x-axis.
If the first column contains labels, the labels are used as the chart legend.
148 Charts
Setting up chart axes
All charts except pie and doughnut charts have two references for plotting data: the x-axis and the y-axis. The x-axis
is a horizontal line at the bottom of the chart pane with fixed reference points; the column labels in your data series
are used for x-axis labels to explain what each data series represents. Y-axis labels show the values being represented.
Depending on the data series, Quattro Pro determines the range and increment amounts of the y-axis.
There are a few exceptions to this format:
Horizontal charts have a vertical x-axis and a horizontal y-axis. Quattro Pro reverses the axes of horizontal charts
automatically.
In XY charts (scatter diagrams), the x-axis series is data, not labels. Quattro Pro scales the x-axis to match the data.
If the chart is a 2D bar, line, or area chart, you can assign any series to a secondary y-axis, which appears on the
right side of the chart.
Creating charts automatically
Creating a chart lets you represent spreadsheet data graphically. You can create a chart automatically and have all the
chart options chosen for you, or you can create a chart by using the Chart Expert, which guides you through the steps
of creating a chart that best suits a data set.
For information about creating specific types of charts, please see “Presenting spreadsheet data in a chart” in
the Quattro Pro Help.
To create a chart automatically
1Select the cells you want to plot.
If the surrounding cells contain explanatory labels, you can include them in the selection as the chart axis labels or
the chart legend.
2Click the Chart button on the toolbar, and choose Create QuickChart™.
3On the spreadsheet, click where you want to insert the chart.
When you create a chart automatically, it is placed on the spreadsheet in a floating graphics window; however,
you can view it on its own page.
If you want to customize the size of the chart, click and drag diagonally on the spreadsheet.
If the cells you select contain dates, you can display the dates on the x or y axes by changing the numeric format
to Date.
To create a chart by using the Chart Expert
1Click Insert Chart Use Chart Expert.
2Follow the steps of the Expert.
Part Three: Quattro Pro 149
Adding titles to charts
You can add a title for any numeric chart type.
To add a title to a chart
1Click a chart.
2Click Chart Titles.
3Enable the Main title check box, and type a title in the box.
Adding linked data to charts
You can display the data from linked cells on a chart. This is useful when you use a chart type that shows information
that lacks specific numeric content (for example, in a surface chart). If you select multiple cells, a linked picture of
them appears on the chart. If you select a single cell, the data in that cell displays on the chart (for example, the
number in the cell). The cells in the chart update with any changes you make to the data or properties of the notebook
cells.
To add linked data to a chart
1Double-click a chart.
2Click Insert Link to cells.
3Click and drag a rectangle on the chart where you want the data to appear.
4Click the Pointer button next to the Select cells box in the Link cells dialog box, then choose the cell or group of
cells you want to display.
5Enable one or both of the following check boxes in the Border options section:
• Row borders
• Column borders
6Enable one or both of the following check boxes in the Grid lines section:
• Horizontal
• Vertical
7Enable the Maintain aspect ratio check box in the Display scaling section to match the same aspect ratio used on
the notebook.
You can also
Add a subtitle Enable the Subtitle check box, and type a subtitle in the
box.
150 Charts
Changing chart data
Quattro Pro lets you change chart data by adding or removing a series and by changing the data range of a series.
For most chart types, you can change only the Y range, however for XY, XYX, bubble, and high/low charts you can
change other ranges. For example, in a bubble chart you can change the Y range, the X range, and the size range.
To add a series
1Click a chart.
2Click Chart Source data.
3Click Add.
4Click the Range picker in the Y- r a n g e box, and select a data range.
When you add a series to a chart, it is placed as the last series.
You can also add a series by selecting the data and dragging it onto the chart.
To remove a series
1Click a chart.
2Click Chart Source data.
3From the list, choose the series you want to remove.
4Click Remove.
When you remove a series, all the series following it are renumbered accordingly.
You can also remove a series by selecting it and clicking Delete.
To change the data range of a series
1Type a new data range on a spreadsheet.
2Click a chart.
3Click Chart Source data.
4Choose a series from the list.
5Click the Range picker in the Y- r a n g e box, and select the new data range.
Part Three: Quattro Pro 151
Sharing Quattro Pro projects
In this chapter:
“Printing Quattro Pro projects” on page 151
“Publishing Quattro Pro projects to PDF” on page 151
“Publishing spreadsheet data in HTML” on page 152
For additional topics, please see “Printing” and “Sharing projects” in the Quattro Pro Help.
Printing Quattro Pro projects
Quattro Pro lets you print part of a notebook, or an entire notebook.
To print the active spreadsheet or a notebook
1Click File Print.
2On the the Print page, choose a printer from the Name box.
3In the Print area, enable one of the following options:
Current sheet — prints the active spreadsheet
Notebook — prints a notebook
4In the Copies area, type the number of copies you want to print in the Number of copies box.
If you want the copies collated, enable the Collate option.
5Click Print.
Publishing Quattro Pro projects to PDF
Quattro Pro lets you publish to PDF.
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-1b (Level B compliance) — creates a standardized PDF file that ensures the long-term archiving of the
content
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 Settings, and specify any additional PDF settings in the Publish to PDF settings dialog box that appears.
For example, if you want to publish only parts of the spreadsheet to PDF, you can enable one of the following
options in the Export range area of the General page:
152 Sharing Quattro Pro projects
Notebook — publishes the notebook to PDF
Selection — publishes the selected cells to PDF
Current sheet — publishes the selected sheet to PDF
Click OK to apply your settings and return to the Publish to PDF dialog box.
6Click Save.
If you do not want the PDF file to open automatically after it is saved, disable the Open PDF after saving check box.
Publishing spreadsheet data in HTML
Using Quattro Pro, you can save spreadsheet ranges as Hypertext Markup Language (HTML) documents. You can also
save charts as HTML documents. In addition, you can reorganize HTML documents to move or delete cell ranges.
To an HTML document you can add such information as when the document was last updated, who wrote the
document and their email address, and the title of the document. You can also add hidden meta text to the HTML
file which allows you to specify keywords to produce hits when performing searches on the Internet.
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 Add.
4In the Export range as area, enable one of the following options:
Tab le — exports HTML table formatting tags
Textexports only text, excluding HTML table formatting tags
5Type a path and filename in the Save file box.
To save a table or chart as an HTML document
1Click File Publish to Internet.
2In the Ranges and charts to convert area, click Chart .
3In the View chart dialog box, choose a chart from the Selected chart list.
4Type a path and filename in the Save file box.
If you want to save tables or charts in an existing HTML file, enable the Insert only tables and charts into existing
HTML file check box.
When using Insert only tables and charts into existing HTML file, the selected ranges are inserted into the file
specified in the Save file box at the <!- -## TABLE ##- - > tag if the file contains an HTML table, or at the
<!- -## CHART## - - > tag if the file contains an HTML chart. If the specified file does not contain a <!- -
## TABLE ##- -> or <!- - ## CHART ##- -> tag, the selected ranges are appended to the end of the file.
Part Four: Presentations 153
Part Four: Presentations
Presentations lets you create high-quality slide shows and drawings that can include text and graphic objects. You can
use Presentations to produce professional-looking project proposals, interactive demonstrations, multimedia
presentations, flyers, signs, banners, and more.
About Presentations
See the following chapters:
“Presentations basics” on page 155
“Microsoft PowerPoint compatibility” on page 157
Setting up slide shows
See the following chapters:
“Slide-show basics” on page 159
•“Views on page161
“Outlines” on page 162
“Slides” on page 163
“Masters” on page 165
“Objects” on page 169
Text
See the following chapters:
“Text basics” on page 173
“Titles and subtitles” on page 177
“Bulleted lists” on page 181
Multimedia
“Graphics” on page 185
“Bitmaps” on page 3
•“Shapes on page189
“Sounds” on page 193
“Movies and animations” on page 195
Sharing slide shows
See the following chapters:
“Presenting slide shows” on page 197
“Sharing slide shows” on page 199
The Presentations page of the Reference Center offers extensive program help: reference topics, tutorials, tips,
insights, and more. See “To access the Reference Center” on page 9.
Part Four: Presentations 155
Presentations basics
The work area in Presentations includes everything you see on your screen when you start the