Corel WordPerfect Office - X4 User Manual

®
X4
GUIDEBOOK

Contents

PART 1: BASICS
1 — Welcome to Corel WordPerfect Office X4 . . . . . . . . . . . . . . . . . . . . 3
3 — Learning to use Corel WordPerfect Office X4 . . . . . . . . . . . . . . . . 13
PART 2: TUTORIALS
4 — How to create footers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
5 — How to create styles for text and graphics. . . . . . . . . . . . . . . . . . . 29
6 — How to create bulleted lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
7 — How to create and format tables . . . . . . . . . . . . . . . . . . . . . . . . . . 41
8 — How to add images and captions . . . . . . . . . . . . . . . . . . . . . . . . . . 47
9 — How to add a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
10 — How to add formulas to Quattro Pro spreadsheets . . . . . . . . . . . . 55
11 — How to create customized slide shows . . . . . . . . . . . . . . . . . . . . . 61
12 — How to gather information with WordPerfect Lightning . . . . . . . . 69
PART 3: REFERENCE
13 — Sharing content with others . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
14 — Working with users of Microsoft Office . . . . . . . . . . . . . . . . . . . . . 87
COREL WORDPERFECT OFFICE X4 GUIDEBOOK
Contents i

PART 1: BASICS

Welcome to Corel
WordPerfect Office X4 1
B
ASICS
Welcome to Corel® WordPerfect® Office X4, a feature-rich suite of productivity software that includes word-processing, spreadsheet, presentation, and address book programs.
About this guidebook
This guidebook gives you a hands-on learning experience to help you become familiar with the tools and features of Corel WordPerfect Office. By following the tutorials and by reading the information in the “Basics” and “Reference” chapters, you'll learn how easy it is to create and share professional-looking documents, spreadsheets, and slide shows.
The chapters in this guidebook are divided into three parts: “Basics,” “Tutorials,” and “Reference.”
Basics
Chapters 1 through 3 introduce you to the programs and utilities included in Corel WordPerfect Office. In this part of the guidebook, you'll find instructions on how to register the product and how to access technical support. You'll also discover how to access additional learning resources that can help you use the software more efficiently.
Tutorials
Chapters 4 through 12 provide simple tutorials with step-by-step instructions for performing some common tasks. In addition to providing helpful background information, the tutorials let you step right into the action, so you learn as you go. As you complete each
PART 1: BASICS

Welcome to Corel WordPerfect Office X4 3

tutorial, you’ll learn technical tips for working with the programs, as well as valuable ideas that you can apply to your own documents, spreadsheets, and slide shows.
For most of the tutorials, you'll start by opening a file from the Tu to ri al Samples folder, which is installed with Corel WordPerfect Office X4 on the drive where your operating system is installed. Then, you'll save the file to a working file so that you can perform the tasks described in the tutorial while keeping the sample file unchanged.
WordPerfect®: By completing the WordPerfect tutorials (Chapters 4
through 9) in sequence, you’ll re-create the final real-estate document (WP_Final.wpd), which is installed in the Tu to ria l S am pl es folder. At the same time, you’ll learn to incorporate the tools into your workflow and use them to enhance the shape and structure of your own documents.
Quattro Pro®: By completing the Quattro Pro tutorial (Chapter 10),
you’ll learn how to create a basic formula that determines the average cost per unit of stock. The formula totals the cost of the purchase, including the commission, and then divides the total by the number of stocks purchased. You’ll use basic operators and cell references to create this formula.
Presentations™: By completing the Presentations tutorial (Chapter 11),
you’ll learn how to create a customized slide show by importing an outline from a WordPerfect document. When you import an outline, the headings in the WordPerfect document appear in the Presentations file as slide titles, and the corresponding body text appears under the slide titles.
Corel® WordPerfect® Lightning™: By completing the WordPerfect
Lightning tutorial (Chapter 12), you’ll learn how to use the Navigator, Notes window, and Viewer to gather information from a variety of sources and send it to WordPerfect. And, if you’ve already completed the WordPerfect tutorials, you’ll know how to format your rough content and create a polished document.
PART 1: BASICS
4 Corel WordPerfect Office X4 Guidebook
Reference
Chapters 13 and 14 describe the tools and features that let you share content with others. You’ll learn how to convert your files to the industry-standard file formats PDF and HTML, and how to open PDF files with WordPerfect and WordPerfect Lightning. If you are transitioning from Microsoft® Office programs, or if you need to share work with Microsoft Office users, you'll learn how easy it is to open, import, export, and save Microsoft Office files. The compatibility features of Corel WordPerfect Office let you easily share files with users of Microsoft® Word, Microsoft® Excel®, or Microsoft® PowerPoint®.
About Corel Corporation
Corel is a leading developer of graphics, productivity, and digital media software, with more than 100 million users worldwide. The company’s product portfolio includes some of the world’s most popular and widely recognized software brands, including CorelDRAW® Graphics Suite, Corel® Paint Shop Pro®, Corel® Painter™, Corel DESIGNER®, Corel® WordPerfect® Office, WinZip®, and iGrafx®. In 2006, Corel acquired InterVideo, makers of WinDVD®, and Ulead, a leading developer of video, imaging, and DVD authoring software. Designed to help people become more productive and express their creative potential, Corel’s full-featured software products set a higher standard for value in being easier to learn and use. The industry has responded with hundreds of awards recognizing Corel’s leadership in software innovation, design, and value. Corel’s products are sold in more than 75 countries through a well-established network of international resellers, retailers, original equipment manufacturers, online providers, and Corel’s global Web sites. With its headquarters in Ottawa, Canada, the company has major offices in the United States, the United Kingdom, Germany, China, and Japan. Corel’s stock is traded on the NASDAQ under the symbol CREL and on the TSX under the symbol CRE.
PART 1: BASICS
Welcome to Corel WordPerfect Office X4 5
Getting started with
Corel WordPerfect Office X4 2
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Corel WordPerfect Office is a feature-rich suite of productivity software that includes word-processing, spreadsheet, presentation, and address book programs. The suite is designed for compatibility with Microsoft Office and with industry-standard file formats such as PDF and HTML.
In this chapter, you’ll learn about
main programs in Corel WordPerfect Office
additional programs and utilities
registering Corel WordPerfect Office
Main programs in Corel WordPerfect Office
This section describes the main programs that are included in Corel WordPerfect Office. Note that not all of the programs described here are included in every edition of the software. You can find more information about each of these programs in other sections of this guidebook and in the Help accessible within each program.
WordPerfect
WordPerfect is a word-processing program that lets you produce professional-looking documents, such as newsletters, articles, reports, books, proposals, and brochures. You can easily add graphics, charts, columns, and tables to any document. By using the Reveal Codes feature, you can control every element of a document. In addition, the enhanced publishing features of WordPerfect let you publish your documents to paper, PDF, and the Web. You can also create, edit,
PART 1: BASICS

Getting started with Corel WordPerfect Office X4 7

retrieve, validate, and save documents created with Extensible Markup Language (XML).
Quattro Pro
Quattro Pro is a spreadsheet program that lets you manage, analyze, report, and share data. Quattro Pro provides the tools you need to produce tables, financial forms, lists, databases, charts, and reports. You can use Quattro Pro to perform simple tasks, such as creating personal budgets, or more complex tasks, such as preparing year-end financial statements or creating reports from external databases. In addition, Quattro Pro lets you create a single file and then publish it to paper, electronic media, and the Web.
Presentations
With Presentations, you can create high-quality slide shows as well as project proposals, interactive reports, demonstrations, multimedia presentations, flyers, signs, and banners. You can also publish slide shows and other projects to HTML, XML, or PDF.
Presentations Graphics
Presentations Graphics™ lets you create drawings, edit and create bitmaps, and convert vector images to bitmaps.
WordPerfect Lightning
WordPerfect Lightning was invented to make the common tasks of viewing, capturing, and reusing information and images simpler and easier than ever before. WordPerfect Lightning 1.0 gives you the tools you need to work with others and to capture and fine-tune your ideas. You can use this application to take notes or to view graphics, photos, or documents saved as PDF, Microsoft Word, or WordPerfect f iles. Whe n it’s time to polish your work, WordPerfect Lightning integrates seamlessly with Corel WordPerfect Office and Microsoft Word — something no online office tool does.
PART 1: BASICS
8 Corel WordPerfect Office X4 Guidebook
WordPerfect Lightning has three components: the Navigator, the Viewer, and the Notes window.
The Navigator
Using the Navigator, you can create, store, and organize your WordPerfect Lightning notes in a familiar tree structure.
The Viewer
The Viewer is a lightweight and versatile file-viewing alternative for PDF, Microsoft Word, WordPerfect, and image files. As a PDF reader, the Viewer lets you search a PDF file and read the comments and information it contains. What’s more, WordPerfect Lightning offers clickable links and intuitive page rotation, so you can use it to replace Adobe® Reader® and other PDF-viewing programs.
The Notes window
The Notes window lets you capture your ideas and reuse information from other sources. It gives you access to standard word-processing features, such as fonts and font styles, bullets and numbering, text alignment, tables, and color. The Notes window even lets you insert graphics or pictures into your notes.
Corel Visual Intelligence
Corel® Visual Intelligence™ is a business-intelligence program that anyone can use for visualizing and analyzing data. When you open a Quattro Pro spreadsheet in Corel Visual Intelligence, a graph that best suits the data is automatically displayed. Color-coded cells let you quickly identify value ranges, and rich visual graphs help you better understand your data. You can customize your analysis with a series of options that let you adjust the range of data being analyzed and visualized. You can also use data from Microsoft Excel spreadsheets or legacy Quattro Pro files, going back to version 9. A built-in learning guide walks you through the basics of Corel Visual Intelligence step by step.
PART 1: BASICS
Getting started with Corel WordPerfect Office X4 9
Additional programs and utilities
In addition to the main programs already discussed, other programs and utilities are included in Corel WordPerfect Office X4. This section describes some of these programs. Not all editions of the software include these items.
Program or utility Description
Clipbook™ Clipbook is a utility that works with any
Windows®-based program to store multiple items, called clips, in an unlimited number of clipboards. Clips can be text, sounds, or graphics.
CorelMEMO™ CorelMEMO is an electronic notepad in
Presentations that lets you add comments to slide shows and drawings.
Equation Editor Equation Editor lets you insert and format
mathematical and scientific equations in a WordPerfect document or Presentations slide show.
Grammatik® You can use Grammatik to check an entire
document, or part of a document, for grammar, spelling, and style errors. Grammatik also analyzes the grammatical structure of a document and provides statistics about the writing style, the types of errors flagged in the document, and the level of readability.
Macros Macros are time-saving programming scripts
that automate routine tasks.
PART 1: BASICS
10 Corel WordPerfect Office X4 Guidebook
Program or utility Description
PerfectScript™ PerfectScript is the macro language for
WordPerfect, Quattro Pro, and Presentations. This command-based language lets you record the results of keystrokes or mouse selections instead of recording the keystrokes themselves.
PerfectExpert™ The PerfectExpert can guide you through a
detailed project, such as creating a resume, or it can guide you through a smaller task, such as inserting a clipart image. The PerfectExpert even provides you with galleries of professionally designed documents. You can choose one of these documents and tailor its layout and content to match your needs.
Spell Checker Spell Checker is a writing tool that identifies
misspelled words, duplicate words, and irregular capitalization in text selections.
TextArt™ TextArt lets you transform words into
designs. You can use multiple visual effects, such as font, color, and rotation options, to create professional-looking two­dimensional or three-dimensional images.
Thesaurus The Thesaurus is a writing tool that helps
you refine your writing by letting you look up synonyms, antonyms, and related words.
Corel WordPerfect Office conversion utility
The Corel WordPerfect Office conversion utility allows you to convert the file format of a document without having to open WordPerfect.
PART 1: BASICS
Getting started with Corel WordPerfect Office X4 11
Registering Corel WordPerfect Office
Registering Corel WordPerfect Office gives you timely access to the latest product updates and to high-quality technical support.
The serial number on the registration card is proof that you own a legal copy of Corel WordPerfect Office. You need the serial number when you call Corel Technical Support, upgrade to a new version of Corel WordPerfect Office, or order replacement CDs.
You can use any of the following methods to register:
Fill out the Corel WordPerfect Office registration card, and return it
to Corel. You can do this during the installation, while the setup program is running.
Fill out the electronic form that appears when the software
installation is completed. You’ll need access to the Internet to use this method.
Visit Corel on the Web, and complete the registration form at
www.corel.com.
PART 1: BASICS
12 Corel WordPerfect Office X4 Guidebook
Learning to use
Corel WordPerfect Office X4 3
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In addition to following the tutorials in this guidebook, you can access information from within each program of Corel WordPerfect Office to help you learn to use the software efficiently. You can also use the PerfectExpert, a tool that helps you work more quickly while you become familiar with the programs.
In this chapter, you’ll learn about
using the Help
documentation conventions
using the PerfectExpert
using CorelTUTOR™
other learning resources
sending feedback
Using the Help
The Help is the most comprehensive source of information for each of the main programs in Corel WordPerfect Office. The Help Topics dialog box provides three ways to find information. You can choose a topic from the Contents page, use the Index page to search for a specific topic, or use the Search page to search for specific words and phrases. If you want, you can also print topics from the Help.
WordPerfect Lightning includes a Web-based Help system, which contains a full range of topics in a searchable format. The Help system for WordPerfect Lightning opens in a separate browser window on your screen.
PART 1: BASICS

Learning to use Corel WordPerfect Office X4 13

Context-sensitive Help
WordPerfect, Quattro Pro, and Presentations include several forms of context-sensitive Help to assist you while you work. You can access context-sensitive Help from the menus, dialog boxes, and toolbars.
To access Help topics in WordPerfect, Quattro Pro, or Presentations
Click Help ` Help topics.
To access Help topics in WordPerfect Lightning
Click the Help button , and click Help topics.
To print an entire section of the Help
1 On the Contents page, choose a section.
2 Click Print.
To print a selected Help topic
Right-click the Help topic window, and click Print.
To use context-sensitive Help
Perform an action from the following table to find information
about specific workspace components.
For help with Do the following
Menu commands Point to a command.
A brief description, called a tooltip, appears.
Toolbar buttons Point to a button.
A brief description, called a tooltip, appears.
Dialog boxes Click Help in the dialog box, or press F1.
Dialog box controls Click the What’s This? button in a dialog
box, and click the control.
PART 1: BASICS
14 Corel WordPerfect Office X4 Guidebook
Documentation conventions
Before you start to follow procedures in this guidebook or the Help, make sure that you understand the documentation conventions that are used.
The following conventions are related to using the mouse.
When instructed to Do the following
Click Edit ` Select ` Sentence
Click the Edit menu, click Select, and click Sentence in the menu that appears.
Enable a check box Click the check box to place a check mark or
an “X” in the box.
Disable a check box Click the check box to remove the check
mark or “X”.
Select text Drag to highlight text.
Click a paragraph Click to position the cursor in the paragraph.
Click a frame Click anywhere in a frame, or click the
border of the frame.
Right-click, and click
Paste
Click the right mouse button, and click the Paste command in the menu that appears.
The following conventions are related to keyboard actions.
When instructed to Do the following
Press Enter Press the Enter key on your keyboard.
Press Ctrl + Shift Press the Control key, and continue to hold
it down while pressing the Shift key.
PART 1: BASICS
Learning to use Corel WordPerfect Office X4 15
The following icons appear in this guidebook.
When you see this It indicates
A note — provides related information, such as the conditions that are necessary to perform a procedure
A tip — provides helpful suggestions, including shortcuts and alternate steps for procedures
Using the PerfectExpert
The PerfectExpert incorporates the best features of QuickTask™ and Coaches, which were included in earlier versions of Corel WordPerfect Office, with galleries of professionally designed document templates.You can choose any template and then tailor its layout and content to match your needs.
You can use the PerfectExpert to guide you through a detailed project, such as creating a resume, or a smaller task, such as inserting a clipart image.
To create a document by using a template
1 From within a Corel WordPerfect Office program, click File ` New
from project.
2 Click the Create new tab.
3 Choose one of the following programs from the list box:
WordPerfect
Quattro Pro
Presentations
If the program you want is not displayed in the list box, click
Options, and click Refresh projects.
4 Choose a project template from the list.
5 Click the Create button.
PART 1: BASICS
16 Corel WordPerfect Office X4 Guidebook
Some WordPerfect project templates use prompts to guide you through the process of adding information to a document. For more information about prompts, see “Automating project templates by using prompts” in the WordPerfect Help.
To use the PerfectExpert
From WordPerfect, Quattro Pro, or Presentations, click Help `
PerfectExpert.
Using CorelTUTOR
CorelTUTOR provides a series of tutorials that introduce you to the basic and advanced features of WordPerfect, Quattro Pro, and Presentations. You can access the tutorials from the main program windows.
To access CorelTUTOR
Click Help ` CorelTUTOR.
Other learning resources
Additional resources are available to help you learn to use Corel WordPerfect Office.
The Web
The Corel Web site contains a multitude of information and links to help answer your questions about Corel WordPerfect Office.
Corel Store
To learn how to get more out of Corel WordPerfect Office, you can visit the Corel® Store™ on the Web at buy.corel.com. This online shopping forum provides listings of books, tutorials, and training videos.
PART 1: BASICS
Learning to use Corel WordPerfect Office X4 17
Third-party books and magazines
How-to books for Corel WordPerfect Office are available at your local computer store or bookstore. You can also find computer magazine articles that feature descriptions of specific tasks performed with Corel WordPerfect Office software.
Corel Support Services
Corel® Support Services™ can provide you with prompt and accurate information about product features, specifications, pricing, availability, services, and technical support. For the most current information about the support services that are available for your Corel product, please visit www.corel.com/support.
Sending feedback
If you want to share comments or suggestions about the documentation included with Corel WordPerfect Office, please send them by e-mail to wordperfectprodmgr@corel.com. You can check the product Web site for the latest news, tips and tricks, and product upgrade information. Go to www.corel.com, and follow the links to the product site.
PART 1: BASICS
18 Corel WordPerfect Office X4 Guidebook

PART 2: TUTORIALS

How to create footers 4

T
UTORIAL
A footer is the text that appears across the bottom of a page repeatedly throughout a document. The purpose of a footer is to provide information that helps readers navigate through the document. Adding footers can therefore improve the usability of a document and add consistency to the page design. In this tutorial, you’ll add footers that display page numbers and other useful information.
What you’ll learn to do
create two footers
insert a horizontal line above the footers
insert page numbers in the footers
add the document’s title to a footer
add a company name and phone number to a footer
remove footers from specific pages
First, you’ll need to access the sample document.
Step 1: Open the sample document
1 Go to one of the following locations, depending on whether you
are using the Windows Vista® or Windows® XP operating system. Note that “X” refers to the drive where the operating system is installed.
On Windows Vista, go to X:\Users\Public\Public
Documents\WordPerfect Office\X4\Tutorial Samples.
On Windows XP, go to X:\Documents and Settings\All
Users\Shared Documents\WordPerfect Office\X4\Tutorial Samples.
2 Open the WP_1_Footers.wpd file.
PART 2: TUTORIALS
How to create footers 21
After you open the sample document, you’ll save it with a new filename to create a working document. By creating a working document, you’ll keep the sample document unchanged so that the tutorial can be reused.
Step 2: Create a working document
1 Click File ` Save as.
2 In the File name box, type the new filename (for example,
My_Footers.wpd).
3 Click the Save button.
Now you’re ready to add the first footer to your document.
Step 3: Add the first footer
1 Click Insert ` Header/Footer.
2 Enable the Footer A option.
3 Click the Create button.
In the next few steps , you’ll be working within Fo oter A. If at some point you find yourself outside the working area for Footer A, click Insert
`
Header/Footer, enable the Footer A option, and click the Edit button.
Next, you’ll add a horizontal line above the footer to create a visual separation between the footer text and the document text.
Step 4: Add a horizontal line to the first footer
Click Insert ` Line ` Horizontal line.
PART 2: TUTORIALS
22 Corel WordPerfect Office X4 Guidebook
You can also add a custom horizontal line to a header or footer. Click Insert
` Line ` Custom line. Enable the Horizontal line
option, and modify any of the settings in the line.
Now that you have created the footer and added the horizontal line, you’ll insert the page number and the document title.
Step 5: Add page numbering to the first footer
1 Press Enter to start a new line.
2 Click Format
` Page ` Insert page number.
3 Choose Page from the Number list.
4 Click the Insert button.
5 Choose Total pages from the Number list.
6 Click the Insert button.
7 Click Close button.
Note that the current page number and the total number of pages appear together.
8 To fix the display, position the cursor in between the numbers,
press the Spacebar, type the word of, and then press the Spacebar again.
Step 6: Add the title of the document to the footer
1 Position the cursor after the total number of pages, and click
Format
` Line ` Flush right.
2 Ty p e Selling and Buying a Home.
3 Select all the text.
PART 2: TUTORIALS
How to create footers 23
4 Apply bold formatting by clicking the Bold icon on the property
bar.
An alternate way to create bold text is to click Format
` Font, click
the Font tab, and enable the Bold check box.
5 Clear the text selection by clicking the text.
The next step is to specify the placement of the footer in the document.
Step 7: Place the first footer on odd-numbered pages
1 Click the Header/Footer placement button on the Header/Footer
toolbar.
The Header/Footer toolbar
2 Enable the Odd pages option.
3 Exit the footer by clicking File
` Close.
At this point in the tutorial, you formatted the first footer for all odd-numbered pages in the document. You’ll now create a second footer with a horizontal line.
Step 8: Add the second footer
1 Position the cursor at the top of page 2.
2 Click Insert
` Header/Footer.
3 Enable the Footer B option.
4 Click the Create button.
In the next f ew steps, you’ll be working within Footer B. If at some point you find yourself outside the working area for Footer B, click Insert
`
Header/Footer, enable the Footer B option, and click the Edit button.
Step 9: Add a horizontal line to the second footer
Click Insert ` Line ` Horizontal line.
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24 Corel WordPerfect Office X4 Guidebook
With the second footer and horizontal line in place, you’ll add a company name, phone number, and page numbers.
Step 10: Add a company name and phone number to the second footer
1 Press Enter to start a new line.
2 Ty p e Acme Real Estate 555-555-1234.
3 Click after Estate.
Make sure that the cursor appears after Estate.
4 Click Insert
` Symbol.
5 In the Symbols dialog box, choose Ty p og r a p hi c sy mb o l s from the
Set list box.
6 In the Number box, type 4,2 to choose the square bullet.
This symbol matches the one used in the final real-estate document, which you are re-creating in these tutorials.
7 Click the Insert and Close button.
Step 11: Add page numbering to the second footer
1 Position the cursor after the phone number, and click Format ` Line
` Flush right.
2 Click Format
PART 2: TUTORIALS
How to create footers 25
` Page ` Insert page number.
3 Choose Page from the Number list.
4 Click the Insert button.
5 Choose Total pages from the Number list.
6 Click the Insert button.
7 Click the Close button.
You’ll notice that the current page number is displayed together with the total number of pages.
8 To fix the display, position the cursor in between the numbers, and
press the Spacebar. Then, type the word of, and press the Spacebar again.
9 Highlight all the text.
10 Click the Bold icon on the property bar.
11 Clear the text selection by clicking the text.
The next step is to specify the placement of the footer on even-numbered pages.
Step 12: Place the second footer on even-numbered pages
1 On the Header/Footer toolbar, click the Header/Footer placement
button.
2 Enable the Even pages option.
3 Click the OK button.
4 Exit the footer by clicking File
` Close.
The footers now appear on all pages in the document, including the title page and the table of contents. In the next step, you’ll remove the footers from both the title page and the table of contents.
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26 Corel WordPerfect Office X4 Guidebook
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