Editing Objects In Document Sections – uPerform On-Premise Manuals

Editing Button Image Layout

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

Choose from the following options:

Field	Description
Location	Location of the button or image.
Caption	Enter a caption for the button or image.
Layout	Select Left or Right from the drop-down menu for the location of your button or image. For example, selecting Right positions the button or image to the right of the step text.
Use template zoom options	Check Use template zoom options to default to the template options for zooming images.
Enable zoom	Check Enable zoom to enable the image to be zoomed within the published layout.

Click Insert.

Copying Steps, Notes, and Free Text Blocks

In the Task Pane, right-click on the step, note, or free text block to be copied.
Select Edit > Copy.
Click below the object where you would like to insert the step, note, or free text.
Right-click, and select Edit > Paste to paste the step, note, or free text.

Deleting Steps, Notes, and Free text Blocks

In the Task Pane, right-click on the step, note, or free text block to be deleted.
Select Edit > Delete to delete the object.

Deleting a Web Link

Right-click on the web link you want to delete.
Click Remove Link.

Editing Text

Create or open a document.
Highlight the text to be edited.
Right-click and select the desired option from the Edit submenu.

Editing the Format of Blocks Within a Section

Create or open a document.
Click the Document tab.
Double-click the desired block in the Layout pane (for example, Configuration Information).
Click Format in the left pane.
Select a style from the Style drop-down list.
Optionally, select or deselect the Visible checkbox.
Click Source in the left pane.
Edit the source code.

NOTE:

Basic knowledge of HTML is required.

For detailed information on editing blocks, refer to Specifying New Template Settings: Blocks.
Click OK.

Editing Notes and Free Text

Create or open a document.
Click the Document tab.
In the Content Area, right-click on the note or free text you want to edit.

Choose from the following options:

If You Want To	Then
Insert an object	Select Insert, and select an object from the list.
Delete the note or free text	Select Edit > Delete.
Modify the note or free text	Select Edit > [Freetext or Note] ..., and go to Step 5.

In the Format pane choose from the following options:

NOTE:

Depending on the item selected, some of the following options may not display.

Field	Description
Document	Select a style from the Style drop-down list. Click in the checkbox next to Visible to enable display in published output.
Simulation	Select a style from the Style drop-down list. Click in the checkbox next to Visible to enable display in published output.
NOTE:	Select an icon from the Icon drop-down list. Click the checkbox next to Pointer to enable a pointer in published output.

In the Source pane, edit the note or free text.
Click OK to apply changes.

Editing Steps

Create or open a document.
Click the Document tab.

Perform one of the following options:

If You Want To	Then
Edit a single step	In the Task Pane, right-click on the step you want to edit. Select Insert, and select an object from the list. Go to Step 5.
Edit multiple steps	In the Task Pane, Shift+left-click, or Ctrl+left-click, to select multiple steps. Right-click on any selected step. Go to Step 4.

Choose from the following options:

If You Want To	Then
Insert an object	Select Insert, and select an object from the list.
Delete the step	Select Delete.
Modify the step	Select Edit Step ... and go to Step 5.
Copy the step	Select Copy.
Paste content in the selected step	Select Paste.
Cut the step to paste in another location within the document	Select Cut.
Edit the step in simulation view	Select Edit in Simulation View to open the step in simulation view and edit.

Right-click on any step and select Edit Step....

In the Format pane choose from the following options:

Field

Description

Document

Select a style from the Style drop-down list.

Select the Make Step Visible checkbox to enable display in the published output.

Select the Make Callouts Visible checkbox to enable display in the published output.

Simulation

Select the Make Step Visible checkbox to enable display in the published output.

Step Numbers

Select a style from the Style drop-down list to select the style of the step-action type.

Select a level from the Level drop-down list to enable the step as a sub-step.

In the Source pane, edit the source code.

NOTE:

Depending on what action the step contains, this pane may not be available. Basic knowledge of HTML is required.

In the Screen pane, choose from the following options:

Field	Description
Screen title	Select a screen title from the Screen title drop-down list or manually specify a caption. Optionally, select Use this screen title in all views.
Use this screen title in all views	Select the Use this screen title in all views option to use the selected screen title for all matching screens in the document.
Current background image	Click Edit... or use the Copy and Paste commands to specify a screen to use for the step or to choose an appropriate thumbnail on the Available Backgrounds window.
Show the screen for this step in the document	Only if it is the first time this screen is used: Displays a new screen only if the screen is different from the previous step. This is the default action. Never: Does not display a screen for this step. Always: Displays a new screen for the step.

In the Step pane, choose from the following options:

NOTE:

This pane is only available if the object is a field entry in a Field/Description table.

If You Want To	Then
Enable a field	Click the Enabled checkbox to display the label during publication.
Add a new label	Click Add. Enter a caption in the Caption field. Select a location from the Location drop-down list. Click OK.
Modify a field	Select a label from the Label window. Click Modify. Edit the caption in the Caption field. Edit the location in the Location drop-down list. Click OK.
Delete a field	Select a label from the Label window. Click Delete.
Specify a field requirement	Select Required, Optional, or Conditional from the Required drop-down list to determine the requirement for the step. Optionally, you can edit the requirement by clicking on the requirement in the R/O/C column in the Field/Description table in the Editor Pane, and then selecting a requirement from the drop-down list.
Show example section	Select Show Example Section to display the example section.
Enter example text	Enter text to display in the example section.

Click Context Information in the left pane.
Review the context information.

NOTE:

For more information, refer to Editing a Simulation Step: Viewing Context Information.