Inserting Objects In Document Sections – uPerform On-Premise Manuals

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 Insert > Page Break.
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 Insert > Link to enter a link to a URL or file. Select Insert > Intra-Link to add a link to a location within the document.

Enter text and, as desired, complete the following fields:

Field	Description
Type	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.
Text	Displays the text selected for link. This field is not editable.
Target	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.
Link Location	Enter a URL address.
Intra-Link Location	Select a location within the document.

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	Then
Insert a heading and sub-bullets	Select Insert > Header.
Insert an example	Select Insert > Example.
Insert a menu item	Select Insert > Menu Item.
Insert a standard code	Select Insert > Quick Block >Document Code.

Inserting a Table

Position the cursor where the table is to be inserted in the Document Editor.
Select Insert > Table.

Complete the following fields:

Field	Description
Rows	Enter the number of table rows.
Columns	Enter the number of table columns.
Border	Enter a value for the table border width.
Include Header Row in Table	Specify if the table should include a header row.
Alignment	Specify a Left, Center, or Right alignment for the position of the table. If Default is selected the template settings are used.
Width	Specify Percent or Pixels, and enter the width of the table.
Table Style	Specify a style for the table.
Table Header Style	Specify a style for the table header.
Cell Padding	Specify the amount of space between the border of the cell and the content of the cell.
Cell Spacing	Specify the amount of space between the cells within a table.
Table Cell Style	Specify a style for the table cells.

NOTE:

For more information on setting table styles in the template, refer to Specifying Styles.

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	Description
Properties	Allows you to edit the properties specified in Inserting a Table.
Insert Row	Inserts a row below the selected row.
Delete Row	Deletes the selected row.
Insert Column	Inserts a column to the left of the selected column.
Delete Column	Deletes the selected column.

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 Insert > Quick Block > Step.
Position the cursor in the step you just inserted.
Select Insert > Quick Block.
Choose from the following options:

If You Want To

Then

Insert a Field/Description Table

Select Field.

Insert an If/Then Table

Select If.
Optionally, right-click within the table, and select Insert > Quick Block > Field Entry 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:

Manually inserted Field/Description tables are not globalized. For more information on globalizing, refer to Using Globalize.

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 Insert > [Action Type].
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 Insert > Quick Block> Free Text.

Inserting a Note

Position the cursor where the note is to be inserted.

Select Insert > Note > Note or Highlighted Note.

NOTE:

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.

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 Icon > [Icon]. You can also click Insert > Icon from the toolbar.

Inserting a Step

Position the cursor where the step is to be inserted.
Select Insert > Quick Block > [Step].

As desired, select one of the following options:

If You Want To	Then
Insert a new Field_Description table for a step	Select Field.
Insert a new If_Then table for a step	Select If.
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.
Insert a new step	Select Step.
Insert a new substep	Select Substep.

NOTE:

If you are inserting a step from the first step, you will be prompted as to where you want to insert the step.