Inserting Text
- Create or open a document.
- Click the Document tab.
- Place the cursor at the desired insertion point.
- Enter text.
Inserting a Manual Page Break
- Place the cursor where you want to insert the page break.
- Select .
- To remove, right-click on the page break or the step after the page break and select Remove Page Break.
Inserting a Web, File, or Intra Link
- Highlight the free text or text within a note.
- Select to enter a link to a URL or file. Select to add a link to a location within the document.
- Enter text and, as desired, complete the following fields:
Field
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Description
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Type
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Select Web Link to add a link to a URL or to a file.
Select Intra-Link to add a link to a location within the document.
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Text
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Displays the text selected for link. This field is not editable.
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Target
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For a web link, select the action for the link:
Default: Opens the link based on your browser settings.
New Window: Opens the link in a new browser window.
Same Window: Opens the link in an existing browser window.
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Link Location
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Enter a URL address.
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Intra-Link Location
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Select a location within the document.
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- Check the Localized checkbox to mark the content for localization.
- Click Insert.
Inserting Headings, Examples, and Menu Items
- Create or open a document.
- Click the Document tab.
- Place the cursor at the desired insertion point.
- As desired, select one of the following options:
If You Want To
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Then
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Insert a heading and sub-bullets
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Select .
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Insert an example
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Select .
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Insert a menu item
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Select .
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Insert a standard code
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Select .
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Inserting a Table
- Position the cursor where the table is to be inserted in the Document Editor.
- Select .
- Complete the following fields:
Field
|
Description
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Rows
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Enter the number of table rows.
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Columns
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Enter the number of table columns.
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Border
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Enter a value for the table border width.
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Include Header Row in Table
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Specify if the table should include a header row.
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Alignment
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Specify a Left, Center, or Right alignment for the position of the table. If Default is selected the template settings are used.
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Width
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Specify Percent or Pixels, and enter the width of the table.
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Table Style
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Specify a style for the table.
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Table Header Style
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Specify a style for the table header.
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Cell Padding
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Specify the amount of space between the border of the cell and the content of the cell.
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Cell Spacing
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Specify the amount of space between the cells within a table.
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Table Cell Style
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Specify a style for the table cells.
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NOTE:
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For more information on setting table styles in the template, refer to Specifying Styles.
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- Click Insert to insert the table.
Inserting and Deleting Rows and Columns
- Right-click on the table and select Table.
- Choose from the following options:
Field
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Description
|
Properties
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Allows you to edit the properties specified in Inserting a Table.
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Insert Row
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Inserts a row below the selected row.
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Delete Row
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Deletes the selected row.
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Insert Column
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Inserts a column to the left of the selected column.
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Delete Column
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Deletes the selected column.
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Inserting and Editing a Field/Description or an If/Then Table
A Field/Description table is used to capture the name of the field; whether the field is required, optional, or conditional; and a description of the field. An editable area below the table allows you to enter additional information about what the table contains.
An If/Then table provides the user with more than one performance option before continuing to the next step.
- Position the cursor where the table is to be inserted.
- Select .
- Position the cursor in the step you just inserted.
- Select .
- Choose from the following options:
If You Want To
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Then
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Insert a Field/Description Table
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Select Field.
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Insert an If/Then Table
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Select If.
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- Optionally, right-click within the table, and select to insert a new field into the table.
- Optionally, click on the Example text and press the Delete key to remove the Example field from the table.
NOTE:
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Manually inserted Field/Description tables are not globalized. For more information on globalizing, refer to Using Globalize.
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Inserting an If/Then/Go To Table
An If/Then/Go To table provides a user with more than one performance option to complete before branching to another step.
- Click the Simulation tab
- Select the step in which you want to insert an If/Then/Go To table.
- Select .
- Edit the action properties.
- Click OK.
- Right-click on the step and select Edit in document view to edit the If/Then/Go To table.
- Optionally, right-click in a row and select Move Up or Move Down to reorder the rows in the table.
Inserting a Free Text Block
- Position the cursor where the free text block is to be inserted.
- Select .
Inserting a Note
- Position the cursor where the note is to be inserted.
- Select .
NOTE:
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Notes can be added to Field/Description tables by dragging the note into the Field Description item on the task pane. Dropping a note in a Field/ Description table with a horizontal bar at the bottom of the task pane item will drop the note into that row of the Field/Description table, beneath the example, while dropping a note with the horizontal bar above the row will split the Field/Description table rows. Dropping the note with the horizontal bar above the top field description example will cause the note to be placed above the Field/Description table.
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Inserting an Icon
- Position the cursor in the free text block, note, or Field/Description into which you want to insert an icon.
- Right-click and select . You can also click from the toolbar.
Inserting a Step
- Position the cursor where the step is to be inserted.
- Select .
- As desired, select one of the following options:
If You Want To
|
Then
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Insert a new Field_Description table for a step
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Select Field.
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Insert a new If_Then table for a step
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Select If.
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Insert a new step with the text "Start the transaction using the menu path or transaction code:"
|
Select Start the task using the menu path.
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Insert a new step
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Select Step.
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Insert a new substep
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Select .
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NOTE:
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If you are inserting a step from the first step, you will be prompted as to where you want to insert the step.
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