Corel WordPerfect Office - X5 User Manual

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Guidebook

Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

WordPerfect tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Quattro Pro tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Presentations tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117

WordPerfect Lightning tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .189

Contents i

ii Contents

Introduction

Welcome to the Corel® WordPerfect® Office X5 Guidebook!

This guidebook gives you a hands-on learning experience to help you become familiar
with the tools and features of Corel® WordPerfect® Office. The tutorials in this
guidebook provide 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 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.

In this section, you’ll find these topics:

• Guidebook contents

• Documentation conventions

• Additional resources

Guidebook contents

This guidebook contains tutorials for the following WordPerfect Office programs:

• Corel® WordPerfect®

• Corel® Quattro Pro®

• Corel® Presentations™

• Corel® WordPerfect® Lightning™

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, retrieve, validate, and save documents
created with Extensible Markup Language (XML).

For the WordPerfect tutorials, see page 5.

Introduction 1

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.

For the Quattro Pro tutorials, see page 69.

Presentations

Presentations lets you 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.

For the Presentations tutorials, see page 117.

WordPerfect Lightning

WordPerfect Lightning makes the common tasks of viewing, capturing, and reusing
information and images simpler and easier than ever before. WordPerfect Lightning
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 files. When it’s time to
polish your work, WordPerfect Lightning integrates seamlessly with
Corel WordPerfect Office and Microsoft Word — something no online office tool does.

For the WordPerfect Lightning tutorial, see page 183.

Documentation conventions

Before you start using the documentation, it is important to understand the
conventions used.

When you see this Do this

Click File

2Introduction

` New.

Click the File menu, and click New in the
menu.

When you see this Do this

Click Format ` Justification ` Left.

Enable a check box. Click the check box to place a check mark or

Disable an option. Click the option to remove the indicator.

Select text. Click and drag to highlight text.

Click an object. Click anywhere on an object.

Right-click, and click Paste. Press the right mouse button, and click

Press Enter. Press the Enter key.

Ctrl + Shift Press the Ctrl key and the Shift key at the

Click the Format menu, click Justification,
and click Left in the submenu that displays.

an “X” inside the box.

Paste in the submenu that displays.

same time.

Additional resources

WordPerfect Office offers additional learning resources: a user guide, Help files, Web­based resources, and much more!

You can access these resources by using the Reference Center, which installs with
WordPerfect Office. To access the Reference Center, do one of the following:

•Click Start ` Programs ` WordPerfect Office X5 ` Reference Center.

• From within WordPerfect, Quattro Pro, or Presentations, click Help `

Reference Center.

Introduction 3

4Introduction

Welcome

to the WordPerfect tutorials

WordPerfect is a powerful word-processing application that helps you produce
newsletters, articles, reports, proposals, books, and other documents. WordPerfect lets
you add graphics, tables, and charts to documents. You can publish to paper, electronic
media, and the Web. WordPerfect allows you to format, structure, and edit documents
at any time and gives you complete control over their design. By creating projects in
the tutorials listed below, you will be introduced to the tools and features of
WordPerfect.

Please choose a tutorial from the following list:

“Creating footers” on page 7 — teaches you how to create footers in a sample real­estate document

“Creating styles for text and graphics” on page 17 — teaches you how to create styles
for text and graphics in a sample real-estate document

“Creating bulleted lists” on page 25 — teaches you how to create bulleted lists in a
sample real-estate document

“Creating and formatting tables” on page 31 — teaches you how to create sand format
tables in a sample real-estate document

“Adding images and captions” on page 39 — teaches you how to add images and
captions in a sample real-estate document

“Adding a table of contents” on page 45 — teaches you how to add a table of contents
in a sample real-estate document

“Working with drop caps” on page 49 — teaches you how to work with drop caps

“Changing fonts” on page 57 — teaches you how to change the fonts in a document

“Working with footnotes” on page 61 — teaches you how to create footnotes

“Working with endnotes” on page 65 — teaches you how to create endnotes

For additional tutorials, please visit us on the Internet at
www.wordperfect.com/tutorials, or see the Corel WordPerfect Office X5
training CD (if packaged with your edition of the software).

Welcome to the WordPerfect tutorials 5

6 Welcome to the WordPerfect tutorials

Creating footers

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 will learn

During this tutorial, you will learn how to

•create footers

• insert a horizontal line above footers

• insert page numbers in footers

• add the document’s title to a footer

• specify the placement of a footer

• add a company name and phone number to a footer

• remove footers from specific pages

• set the first page number

You can also

• edit the text in a footer

• discontinue a footer

Step 1: Opening the sample document

First, you’ll need to access the sample document.

To open the sample document

1 Go to one of the following locations, depending on which operating system you are

using. Note that “X” refers to the drive where the operating system is installed.

• On Windows® 7 and Windows Vista®, go to X:\Users\Public
\Public Documents\WordPerfect Office\X5\Tutorial Samples.

Creating footers 7

• On Windows® XP, go to X:\Documents and Settings\All Users\
Shared Documents\WordPerfect Office\X5\Tutorial Samples.

2 Open the WP_1_Footers.wpd file.

Step 2: Creating a working document

Now that you have opened 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.

To 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.

Step 3: Adding the first footer

Now you’re ready to add the first footer to your document.

To add the first footer

1 Click Insert ` Header/Footer.

2 Enable the Footer A option.

3 Click the Create button.

8Creating footers

In the next few steps, you’ll be working within Footer 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.

Step 4: Adding a horizontal line to the first footer

Next, you’ll add a horizontal line above the footer to create a visual separation between
the footer text and the document text.

To add a horizontal line to the first footer

•Click Insert ` Line ` Horizontal line.

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.

Step 5: Adding page numbering to the first footer

Now that you have created the footer and added the horizontal line, you’ll insert the
page number.

To 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.

Creating footers 9

5 Choose To t a l p a g e s 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: Adding the title of the document to the footer

Now that you have added the page number to the footer, you’ll add the document
title.

To 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.

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.

Step 7: Placing the first footer on odd-numbered pages

The next step is to specify the placement of the footer in the document.

To 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.

10 Creating footers

3 Exit the footer by clicking File ` Close.

Step 8: Adding the second footer

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.

To 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 few 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: Adding a horizontal line to the second footer

Next, you’ll add a horizontal line to the second footer.

To add a horizontal line to the second footer

•Click Insert ` Line ` Horizontal line.

Step 10: Adding a company name and phone number to the second
footer

With the second footer and horizontal line in place, you’ll add a company name and
phone number.

To add a company name and phone number to the second footer

1 Press Enter to start a new line.

Creating footers 11

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 o g r a ph i c s y m b 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: Adding page numbering to the second footer

With the company name and phone number in place, you’ll add page numbers.

To add page numbering to the second footer

1 Position the cursor after the phone number, and click Format ` Line ` Flush

right.

2 Click Format ` Page ` Insert page number.

3 Choose Page from the Number list.

4 Click the Insert button.

5 Choose To t a l p a g e s from the Number list.

6 Click the Insert button.

12 Creating footers

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.

Step 12: Placing the second footer on even-numbered pages

The next step is to specify the placement of the footer on even-numbered pages.

To 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.

Step 13: Removing the footer from specific pages

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.

To remove the footer from specific pages

1 With the cursor on page 1, click Format ` Page ` Suppress.

Creating footers 13

2 Enable the Footer A and Footer B check boxes.

3 Click the OK button.

4 Repeat the previous three steps for pages 2 and 3.

You can also use delay codes to keep footers from displaying on a specific page
of a document, such as a title page. For more information about delay codes,
see “Inserting and editing delay codes” in the WordPerfect Help.

Step 14: Setting the first page number

You can now set the first page number for the document.

To set the first page number

1 With the cursor on page 4, click Format ` Page ` Numbering.

2 Click the Set value button.

3 In the Set page number box, type 1.

4 Enable the Always keep number the same option.

5 Click the OK button.

6 To exit the Page Numbering Format dialog box without inserting another page

number, click the Cancel button.

You can also...

WordPerfect lets you edit the text in your footers.

You can also discontinue a footer to remove it from the remainder of the document.

14 Creating footers

To edit the text in a footer

1 Click Insert ` Header/Footer.

2 Enable one of the following options:

• Footer A

• Footer B

3 Click the Edit button.

4 Make changes to the footer text.

To discontinue a footer

1 Click Insert ` Header/Footer.

2 Enable one of the following options:

• Footer A

• Footer B

3 Click the Discontinue button.

From here...

Congratulations! You have successfully inserted footers into your document.

You can explore WordPerfect further on your own, or you can become productive
quickly by completing some of the other WordPerfect tutorials.

By completing the following tutorials in sequence, you’ll re-create the final
real-estate document (WP_Final.wpd), which is installed in the
Tutorial Samples folder:

• “Creating styles for text and graphics” on page 17

• “Creating bulleted lists” on page 25

• “Creating and formatting tables” on page 31

• “Adding images and captions” on page 39

• “Adding a table of contents” on page 45

For more information about the topics and tools presented in this tutorial, you can refer
to the User Guide or the online Help. To access the online Help, click Help ` Help
topics.

Creating footers 15

16 Creating footers

Creating styles for text and graphics

A style is a collection of formatting attributes that are applied to text or graphics. By
using styles, you can ensure visual consistency throughout a document and avoid
having to repeat multiple formatting tasks for every instance of a particular text or
graphic element. Whenever you change the formatting in a style, you change the
appearance of all text or graphics that use that style. The text styles that you create are
saved with the active document.

What you will learn

During this tutorial, you will learn how to

• create your own text style

• add additional formatting to the style

• add a table of contents marker

• apply a customized text style

You can also

• create a QuickStyle

• save a text style

• create a graphics style

Step 1: Opening the sample document

First, you’ll need to access the sample document.

To open the sample document

1 Go to one of the following locations, depending on which operating system you are

using. Note that “X” refers to the drive where the operating system is installed.

• O n Windows 7 and Windows Vista , go to X:\Users\Public\
Public Documents\WordPerfect Office\X5\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All Users\

Shared Documents\WordPerfect Office\X5\Tutorial Samples.

2 Open the WP_2_Styles.wpd file.

Creating styles for text and graphics 17

Step 2: Creating a working document

Now that you have opened 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.

To create a working document

1 Click File ` Save as.

2 In the File name box, type the new filename (for example, My_Styles.wpd).

3 Click the Save button.

Step 3: Creating a text style for the main heading

You’re now ready to create a new text style. First, you’ll create a text style for the
headings in your document.

To create a text style for the main heading

1 Click Format ` Styles.

2 Click the Create button.

3 In the Styles editor dialog box, type Main Heading in the Style name box.

4 Type the following description for the style in the Description box: Main heading

style for section titles.

5 In the Ty p e list box, check to make sure that the default setting of Paragraph

appears.

Do not close the Styles editor dialog box — you’ll need to use it in the next step.

Step 4: Adding formatting to the Main Heading style

You can now add a little extra formatting to the style you just created.

To add formatting to the Main Heading style

1 On the menu bar within the Styles editor dialog box, click Format ` Font.

2 In the Font Properties dialog box, choose AvantGarde from the Face list.

18 Creating styles for text and graphics

3 From the Size list, choose 14.

4 Click Format ` Justification ` Center.

Again, you’ll be using the Styles editor dialog box in the next step, so do not close it.

Step 5: Adding a marker for the table of contents

Next, you’ll mark the main heading element for use in a table of contents. The Styles
editor dialog box makes it convenient to do this at the same time that you format a

style element.

To add a marker for the table of contents

1 Enable the Show ‘off codes’ check box.

2 In the Contents area, select the code that is called Codes to the left are ON -

Codes to the right are OFF.

3 Click To o l s ` Reference ` Table of Contents.

4 Click the Mark 1 button.

Mark 1 indicates that this heading is the highest-level heading in the document.

5 Click the Close button.

6 In the Styles editor dialog box, click the OK button.

Creating styles for text and graphics 19

Do not close the Styles dialog box — you’ll need to use it in the next step.

Step 6: Creating a text style for subheadings

Now that you’ve created a custom style for the main headings in your document, you
need to make a text style for the subheading.

To create a text style for subheadings

1 Click the Create button.

2 In the Styles editor dialog box, type Subheading in the Style name box.

3 Type the following description for the style in the Description box: Secondary

heading style for subheadings.

4 In the Ty p e list box, leave the default as Paragraph.

Step 7: Adding formatting to the Subheading style

You can now add formatting to the Subheading style you just created.

To add formatting to the Subheading style

1 On the menu bar within the Styles editor dialog box, click Format ` Font.

2 In the Font Properties dialog box, choose Bold.

3 From the Size list, choose 12.

4 Click the OK button.

5 Click Format ` Justification ` Center.

Again, you’ll be using the Styles editor dialog box in the next step, so do not close it.

Step 8: Adding a second marker for the table of contents

Next, you’ll mark the subheading element for use in a table of contents. The Styles
editor dialog box makes it convenient to do this at the same time that you format a

style element.

20 Creating styles for text and graphics

To add a second marker for the table of contents

1 Enable the Show ‘off codes’ check box.

2 In the Contents area, select the code that is called Codes to the left are ON -

Codes to the right are OFF.

3 Click To o l s ` Reference ` Ta b l e of C o n t en t s .

4 Click the Mark 2 button.

Mark 2 indicates that this heading is the second-level heading in the document.

5 Click the Close button.

6 In the Styles editor dialog box, click the OK button.

7 In the Styles dialog box, click the Close button.

Step 9: Applying the Main Heading style

Next, you’ll apply the custom Main Heading style that you’ve just created to the
document.

To apply the Main Heading style

1 In your document, select the text Selling Your Home.

2 Click Format ` Styles.

3 Choose Main Heading from the Available styles list.

4 Click the Insert button.

5 Repeat the process for the three remaining centered headings in your document.

Step 10: Applying the Subheading style

Next, you’ll apply the custom Subheading style that you’ve just created to the
document.

To apply the Subheading style

1 Select the text Prepare your home for sale.

2 Click Format ` Styles.

3 Choose Subheading from the Available s ty l e s list.

Creating styles for text and graphics 21

4 Click the Insert button.

5 Repeat the process for the remaining subheadings in your document.

You can also...

Another convenient way to create a text style while you edit a document is to use the
QuickStyle feature. QuickStyles are styles that are based on the formatting in effect at
the cursor location. You can also create QuickStyles for paragraphs.

When you save a style, you can associate it with a specific template or with the active
document only. Or, if you plan to use the style with a different template or on a different
computer, you can save the style as a separate file.

Just as you can create styles for items such as headings, you can also format how you
want graphics to appear.

To create a QuickStyle

1 Select the text or paragraph.

2 Click Format ` Styles.

3 Click the QuickStyle button.

4 In the QuickStyle dialog box, type a name for the style in the Style name box.

5 Type a description for the style in the Description box.

6 Enable one of the following options:

• Character with automatic update — creates a QuickStyle for text

• Paragraph with automatic update — creates a QuickStyle for paragraphs

7 Click the OK button.

To save a text style

1 Click Format ` Styles.

2 Click Options ` Save as.

3 In the Save styles to dialog box, type a filename in the Filename box.

4 In the Style type area, enable one of the following options:

• Both — includes both the styles you have created and the preset styles provided
with WordPerfect

• User styles — includes only the styles you have created

22 Creating styles for text and graphics

• System styles — includes only the preset styles provided with WordPerfect

5 Click the OK button.

6 Click Options ` Settings.

7 In the Style settings dialog box, enable one of the following options in the Save

new styles to area:

• Current document — associates the style with the active document

• Default template — associates the style with the default template

• Additional objects template — associates the style with an additional objects
template

• The Additional objects template option is available only if you have specified a
second default template to use for additional objects such as keyboards, menus,
template macros, toolbars, and styles.

8 Click the OK button.

To create a graphics style

1 Click Format ` Graphics styles.

2 Enable one of the following options in the Style type area:

• Box

• Border

• Fill

• Line

3 Click the Create button.

4 Type a name for the style in the Style name box.

5 Change any of the settings to modify the attributes of the graphics style.

6 Click the OK button.

7 In the Graphics styles dialog box, click the Close button.

From here...

Congratulations! You’ve now created styles for the section headings in the document,
and you’ve created a graphics style.

You can explore WordPerfect further on your own, or you can become productive
quickly by completing some of the other WordPerfect tutorials.

Creating styles for text and graphics 23

By completing the following tutorials in sequence, you’ll re-create the final
real-estate document (WP_Final.wpd), which is installed in the
Tutorial Samples folder:

• “Creating bulleted lists” on page 25

• “Creating and formatting tables” on page 31

• “Adding images and captions” on page 39

• “Adding a table of contents” on page 45

For more information about the topics and tools presented in this tutorial, you can refer
to the User Guide or the online Help. To access the online Help, click Help ` Help
topics.

24 Creating styles for text and graphics

Creating bulleted lists

Bullets help to differentiate items in a list or add emphasis to selected paragraphs. You
might want to mark list items with bullets, rather than with numbers or outline levels,
when the order of the list items is not important and you do not need to show
hierarchical relationships in the list.

When creating a bulleted list, you can choose a preset bulleted list format, or you can
replace the bullet in the format with a custom symbol, such as a heart, star, or check
mark. You can also create a list that uses check boxes.

What you will learn

During this tutorial, you will learn how to

• create a bulleted list format

•apply the list format

You can also

• create a list format

Step 1: Opening the sample document

First, you’ll need to access the sample document.

To open the sample document

1 Go to one of the following locations, depending on which operating system you are

using. Note that “X” refers to the drive where the operating system is installed.

• O n Windows 7 and Windows Vista , go to X:\Users\Public\
Public Documents\WordPerfect Office\X5\Tutorial Samples.

• On Windows XP, go to X:\Documents and Settings\All Users\

Shared Documents\WordPerfect Office\X5\Tutorial Samples.

2 Open the WP_3_Lists.wpd file.

Creating bulleted lists 25

Step 2: Creating a working document

Now that you have opened 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.

To create a working document

1 Click File ` Save as.

2 In the File name box, type the new filename (for example, My_Bullets.wpd).

3 Click the Save button.

Step 3: Customizing a bulleted list format

You’re now ready to customize a bulleted list format and apply it to your document.

To customize a bulleted list format

1 Locate a bulleted list in the working document, and click anywhere in the list.

Make sure that your cursor appears within the list.

2 Click Insert ` Outline/Bullets & numbering.

3 In the Bullets & numbering dialog box, click the Bullets tab.

4 Click the Create button.

5 In the Create format dialog box, type Arrow in the List name box.

6 From the Based on list box, choose the fourth item down, which includes standard

bullet symbols.

7 Click in the Te x t b e f o re box, and press the Backspace key.

8 On the keyboard, press Ctrl + W.

This shortcut key opens the Symbols dialog box.

9 From the Set list in the Symbols dialog box, choose Iconic symbols.

10 In the Number box, type 5,152 to insert a right-pointing arrow.

The number 5 represents the Iconic Symbols set, and the number 152 represents
the specific symbol. This symbol matches the arrow that is used in the final real­estate document, which you are re-creating in these tutorials.

26 Creating bulleted lists