Specifying Term Definitions – uPerform On-Premise Manuals

Terms and definitions are displayed in recorded Field/Description tables within the document view of the content. Field description tables that are inserted during editing as a step will not support glossary functionality.

If your project is using a centralized glossary, definitions are created and managed by the administrator and inserted into the document during check in or during a process called globalization. You can also manually insert or update definitions during editing. In addition, you can suggest a new definition for the administrator’s consideration.

Updating Definitions

NOTE:

Prior to updating definitions from the Editor, you must have checked the document into the Server and closed the document in the Editor.

Select File > Open > Open from Server....
Select the document to open.
Click OK.
Click the Document tab.
Select Home > Update Definitions.

NOTE:

The Field/Description tables in the document are updated with definitions from the Server.

Suggesting a Definition

Open a document in the Editor.
Click the Document tab.
Navigate to the Field/Description table.

Click the Suggest Definition link to the right of the Description cell.

NOTE:

You can review the alternate definitions available in other document library contexts from the Suggest New Definition window.

NOTE:

If you are unable to see the Suggest Definition link, verify the following:

The document must be checked into the Server.
The glossary must be enabled on the Server.
The document/Editor must be connected to the Server.

Enter the definition in the Definition text box.
Optionally, click Format... to apply formatting options.
Click OK.
At the confirmation prompt, click Yes to submit the definition as a suggestion.

Entering a Definition When the Centralized Glossary is Disabled

Create or open a document in the Editor.
Click the Document tab.
Navigate to the Field/Description table.
Enter the definition in the Description column of the Field/Description table.