Editing Notes
You can edit and format note text, modify the note display characteristics, and edit the note pointer location and icon.
Notes and action notes have different characteristics. For more information on editing action notes, refer to Editing an Action: Edit.
Editing a Note: Note Text
- Double-click on the note.
- Highlight the text to be edited or place the cursor at the insertion point.
- Right-click and select from among the following edit and format options:
Option
Description
Edit
Several editing options are available, including: undo and redo; cut, copy, paste; find and replace; select all; and delete.
Format
Several formatting options are available, including: font style, size and color; character formatting options; indenting; and list functionality.
Justify
Select an option to specify the text justification.
Icon
Select an icon for the note.
Insert: Heading
Select .
Insert: Example
Select .
Insert: Menu Item
Select .
Insert: Standard Code
Select .
Search for a standard code or select from the Code list.
Insert: Line
Select .
The line will be placed before the text if the cursor is at the beginning of the text; or the line will be placed after the text if the cursor is at the end of the text.
Insert: Image
Right-click on the text for which you want to insert an image, and select .
Specify the image location, caption, and alignment.
Check the Localized checkbox to indicate that the image is specific to the current language.
Insert: Captured Image
Highlight the text for which you want to insert a captured image, and select .
Specify the application to capture.
Click and drag the crosshair to select the image to capture.
Insert: Table
Right-click on the text for which you want to insert a table, and select .
Specify the properties.
Insert: Link
Highlight the text for the link, and select .
Specify the type of link, the target window, and location.
Check the Localized checkbox to indicate that the link is specific to the current language.
You must publish the document in order to activate the link.
Insert: Field Entry
Select .
Insert: Page Break
Select .
Free text
Select and select from the available free text options.
Note
Select and select Note or Highlighted Note to insert a new note.
Steps
Select and select from the available options to insert a new step after the note.
NOTE:
Many of the text format options are also available via the toolbars.
Editing a Note: General
- Right-click on the note in the Editor workspace.
- Select Edit Note... to display the Note Properties window.
- Press General in the left pane.
- Edit the following fields:
Field
Description
Icon
Select a note icon from the drop-down list.
Document View
To display this note in the document view, select the Document View checkbox.
Enable callout in document view
To display a callout for this note, select the Enable callout in document view checkbox.
NOTE: Callouts must be enabled in the Template Editor and in the options menu in order for them to display in published output.
For more information, refer to Specify Document and Simulation Editor Options.
Simulation View
Select the checkbox next to Assessment Tutorial, Auto Playback Tutorial, Self Test Tutorial, and/or Standard Tutorial to display this note in the simulation views.
- Press .
Editing a Note: Format
- Right-click on the note in the Editor workspace.
- Select Edit Note... to display the Note Properties window.
- Press Format in the left pane.
- Press the picture of the desired note format.
- Press .
Editing a Note: Style
- Right-click on the note in the Editor workspace.
- Select Edit Note... to display the Note Properties window.
- Press Style in the left pane.
- Edit the following fields:
Field
Description
Style (Document)
Select a note icon from the drop-down list.
Style (Simulation)
To display this note in the document view, select the Document View checkbox.
Width
To display this note in the simulation view, select the Simulation View checkbox.
Height
To display a callout for this note, select the Enable callout in document view checkbox.
Border Color
Press ... to select a color for the border.
Border size
Select a border size from the drop-down list.
Background color
Press... to select a background color.
Number of consecutive steps shown over
Press the up or down arrow to select a number of consecutive steps to which the note style should be applied.
- Click OK.
Editing a Note: Highlight Area
- Right-click on the note in the Editor workspace
- Select Edit Note... to display the Note Properties window.
- Press Highlighted Area in the left pane.
- Edit the following fields:
Field
Description
Display Highlighted Area
Select the Display Highlighted Area checkbox to display the highlighted area for the note.
Border Color
Select a border color from the drop-down or click Select to choose a custom color.
Border Size
Select a border size for the highlighted area.
Fill Color
Select a fill color from the drop-down or click Select to choose a custom color.
Transparency
Select a transparency for the highlighted area.
- Press OK.
Editing a Note: Source
- Right-click on the note in the Editor workspace.
- Select Edit Note... to display the Note Properties window.
- Press Source in the left pane.
- Edit the source code.
NOTE:
Knowledge of HTML is required.
Editing a Note: Auto Playback Timing
- Right-click on the note in the Editor workspace.
- Select Edit Note... to display the Note Properties window.
- Press Auto Playback Timing in the left pane.
- Edit the following fields:
Option
Description
Display Delay
Select the wait time before the note is displayed.
Duration
Select the amount of time the note is displayed before it is removed from the screen.
NOTE: The timing required to display all of the content in the step will be used. Refer to Default Publication Settings: Simulation: General Settings to check the Playback Timer value.
NOTE: You can also use filters to highlight steps with note duration longer than step duration. Refer to Specifying Filter Options for more information.
Entry Animation
Select an animation method used to make the note visible on screen.
Exit Animation
Select an animation method used when the note is removed from the screen.
- Press .