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 .
- 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 to enter a link to a URL or file. Select 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 an example
Select
.Insert a menu item
Select
.Insert a standard code
Select
.
- Position the cursor where the table is to be inserted in the Document Editor.
- Select .
- 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 .
- Position the cursor in the step you just inserted.
- Select .
- 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 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 .
- 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 .
Inserting a Note
- Position the cursor where the note is to be inserted.
- Select
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 . You can also click from the toolbar.
Inserting a Step
- Position the cursor where the step is to be inserted.
- Select .
- 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
.NOTE:
If you are inserting a step from the first step, you will be prompted as to where you want to insert the step.