Working With Callouts – uPerform On-Premise Manuals

Inserting a Numbered Callout

If callout functionality has been enabled in the template and visibility turned on within the document options, numbered callouts are automatically inserted into the document.

For information on enabling functionality within the template, refer to Specifying Default Publication Settings for Documents. For information on enabling visibility within the document, refer to Specifying Document Editor Options.

NOTE:

Simulation View must be enabled in order to activate the display of callouts.

Inserting a Non-Step Callout

Create or open a document.
Click the Simulation tab.
Navigate to the step for which you want to create a callout.
Select Insert > Note > Note.
Reposition the callout within the screen image.

NOTE:

Non-step callouts will not display in the document view if they are placed outside the screen image.
Right-click on the note.
Select Edit Note....
Click General on the left pane.
Select the Enable callout in document view checkbox.

NOTE:

Simulation View must be enabled in order to activate the display of callouts.
Click OK.

Viewing Callouts

Create or open a document.
Click the Document tab.
Navigate to the step containing the callout you want to view.
Right-click on the image containing the callout.
Select Edit Screen....
Select View > Callouts.

Editing a Numbered Callout

Create or open a document.
Click the Document tab.
Navigate to the step containing the numbered callout you want to edit.
Right-click on the image containing the callout.
Select Edit Screen....
Click on a callout.

NOTE:

The displayed number is the step number to which the callout is associated.

Perform one of the following actions:

If You Want To	Then
Edit the location of the callout number	Drag the callout up, down, left, or right to change the angle of the trajectory line.
Edit the destination of the trajectory line	Click on the circular grip and move it left or right to adjust the destination of the trajectory line.

Click OK.

NOTE:

Callout line color is defined in the template. For more information, refer to Specifying General Settings: Information.

Editing a Non-Step Callout

Create or open a document.
Click the Document tab.
Navigate to the step containing the non-step callout you want to edit.
Edit the callout as you would a simulation note. For more information, refer to Editing Notes.