Corel WordPerfect Office - X5 Instruction Manual

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User Guide

Contents

Part One: Overview 1

Part Two: WordPerfect 17

Part Three: Quattro Pro 123

Part Four: Presentations 193

Part Five: Utilities 263

Part Six: Writing Tools 267

Part Seven: Macros and Migration 269

Part Eight: Other Resources 273

Part One: Overview

Welcome to Corel® WordPerfect® Office X5, a feature-rich suite of productivity software. WordPerfect Office X5 is designed for compatibility with Microsoft® Office and with industry-standard file formats such as PDF and HTML.

This user guide is intended to introduce you to the main programs and features of WordPerfect Office X5, and to help you get started using the software right away.

Not all of the programs and features described in this user guide are included in every edition of the software. For information on which programs and features are included in each edition of the software, please visit www.wordperfect.com.

Main programs in WordPerfect Office X5

WordPerfect Office X5 includes the following programs:

• Corel® WordPerfect® X5 — a word-processing program that lets you create professional-looking documents and publish them to a wide variety of formats. For more information, see “Part Two: WordPerfect” on page 17.

• Corel® Quattro Pro® X5 — a spreadsheet program that lets you manage, analyze, report, and share data. For more information, see “Part Three: Quattro Pro” on page 123.

• Corel® Presentations™ X5 — a program that lets you create high-quality slide shows and drawings. For more information, see “Part Four: Presentations” on page 193.

Part One: Overview 1

Additional features of WordPerfect Office X5

WordPerfect Office X5 also provides the following:

• utilities — help you accomplish various tasks quickly and easily. For more information, see “Part Five: Utilities” on page 263.

• writing tools — help improve the quality of your writing, and provide project-based tips on writing well. For more information, see “Part Six: Writing Tools” on page 267.

• support for macros and migration — includes tools and features for using macros to automate tasks, and for migrating from earlier versions of the software. For more information, see “Part Seven: Macros and Migration” on page 269.

• other resources — include accessibility features, extra content, and Web-based resources. For more information, see “Part Eight: Other Resources” on page 273.

Getting started with WordPerfect Office X5

Before delving into the finer aspects of WordPerfect Office X5, you may want to get started by reading the following chapters:

• “Welcome to WordPerfect Office X5” on page 3 — explains what’s new in WordPerfect Office X5, and helps you install and set up the software

• “Learning to use WordPerfect Office X5” on page 9 — introduces you to the documentation that is included with the software

2PartOne:Overview

Welcome to WordPerfect Office X5

In this chapter, you'll find these topics:

• What’s new in WordPerfect Office X5?

• Using the WordPerfect Office X5 setup

• Registering WordPerfect Office X5

• Updating WordPerfect Office X5

• About Corel® Support Services

• About customer feedback

•About Corel®

What’s new in WordPerfect Office X5?

WordPerfect Office X5 includes the following new features:

• Reference Center — provides you with centralized access to the Help files and new PDF manuals that install with the software, as well as links to Web-based resources. For information on the Reference Center and its documentation, see “Using the documentation” on page 9.

• integration with the Microsoft® SharePoint® technology — gives you direct access to Microsoft SharePoint document management systems from within WordPerfect, letting you quickly retrieve and store WordPerfect (WPD) documents. For information, see “Using Microsoft SharePoint with WordPerfect” on page 114.

• support for Web services — lets you create customized WordPerfect documents by querying the information stored in a networked

Part One: Overview 3

location. For information, please see “Linking and embedding data” in the WordPerfect Help.

WordPerfect Office X5 also includes the following enhancements:

• improved compatibility with Microsoft Office 2007 programs — lets you open and save files that use the Office Open XML (OOXML) format. For information, see the “Compatibility” chapters for WordPerfect (page 119), Quattro Pro (page 189), and Presentations (page 259).

•improved migration features — let you easily move to WordPerfect Office X5 from an earlier version of the software. For information, see “Using migration features” on page 270.

For a complete list of the new and enhanced features of WordPerfect Office X5, please visit www.wordperfect.com.

Using the WordPerfect Office X5 setup

The setup makes it easy to install WordPerfect Office X5 applications and components. It lets you

• install any applications included in your software package

• add and delete components in the current installation

• repair the current installation by reinstalling all application features

To install WordPerfect Office X5

1 Close all applications.

2 Insert WordPerfect Office X5 Disc 1 in the CD drive.

If the setup does not start automatically, click Start on the Windows® taskbar, click Run, and type D:\Setup\Setup.exe (where D is the letter that corresponds to the CD drive).

3 Follow the setup instructions for installing the software.

4PartOne:Overview

If the setup detects a previous version of WordPerfect Office on your computer, the Upgrade page lets you choose to replace this previous version with the current version.

The Upgrade page also lets you migrate the following customized settings from any previous version of WordPerfect Office that is detected:

• Most Recently Used (MRU) documents list

• any templates that you created

• any macros that you created

• address book

•QuickWords™

• user word lists

If you purchased the Oxford™ Dictionary upgrade for a previous version of WordPerfect Office, it is automatically migrated to the current version.

To add or delete components in a WordPerfect Office X5 installation

1 Close all applications.

2 On the Windows taskbar, click Start ` Control panel.

3 Do one of the following:

• Windows 7 or Windows Vista® — Click Uninstall a program.

• Windows® XP — Double-click Add or remove programs.

4 Do one of the following:

• Windows 7 or Windows Vista — Double-click WordPerfect Office X5 on the Uninstall or change a program page.

• Windows XP — In the Add or remove programs dialog box, choose WordPerfect Office X5 from the list, and click Change/ Remove.

The setup appears.

Part One: Overview 5

5 Enable the Modify option, and then click Next.

6 Follow the setup instructions for modifying the software.

To repair a WordPerfect Office X5 installation

1 Follow steps 1 through 4 in the previous procedure.

2 Enable the Repair option, and then click Next.

3 Follow the setup instructions for repairing the software.

Registering WordPerfect Office X5

Registering Corel products is important. Registration provides you with timely access to the latest product updates, valuable information about product releases, and access to free downloads, articles, tips and tricks, and special offers.

WordPerfect Office X5 prompts you when it is time to register the product. There is no registration necessary when installing the product.

At any time, you can also register in one of the following ways:

•by visiting www.corel.com/support/register

• by phoning the Corel Customer Service Center nearest you. For more information, see “About Corel Support Services” on page 7.

Updating WordPerfect Office X5

WordPerfect Office X5 offers a messaging service that allows you to receive the latest information on WordPerfect Office X5. The messaging service helps keep your WordPerfect Office X5 installation up-to-date by informing you when critical updates become available, thus helping to ensure that you are always running the latest version of WordPerfect Office X5. You need to be online to access the messaging service.

6PartOne:Overview

For more information about the messaging service, you can access the Messages Help file.

To access the messaging service

• In WordPerfect, click Help ` Messages.

To update WordPerfect Office

• In WordPerfect, click Help ` Check for updates.

To modify the messaging settings

• In WordPerfect, click Help ` Message settings.

To access the Messages Help file

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

The Overview page of the Reference Center is displayed.

2 Click the Messages Help item.

About 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 on support services available for your Corel product, please visit www.corel.com/support.

About customer feedback

If you have any comments or suggestions about WordPerfect Office X5 or its documentation, please submit them by using the contact information at www.corel.com/contact.

You can also visit www.wordperfect.com for the latest news, tips and tricks, and upgrade information.

Part One: Overview 7

About Corel

Corel is one of the world’s top software companies, with more than 100 million active users in over 75 countries. We develop software that helps people express their ideas and share their stories in more exciting, creative, and persuasive ways. Through the years, we’ve built a reputation for delivering innovative, trusted products that are easy to learn and use, helping people achieve new levels of productivity. The industry has responded with hundreds of awards for software innovation, design, and value.

Our award-winning product portfolio includes some of the world’s most widely recognized and popular software brands, including CorelDRAW® Graphics Suite, Corel® Painter™, Corel DESIGNER® Technical Suite, Corel® PaintShop Photo™ Pro, Corel® VideoStudio®, Corel® WinDVD®, Corel® WordPerfect® Office, WinZip®, and the recently released Corel® Digital Studio™ 2010. Our global headquarters are in Ottawa, Canada, with major offices in the United States, United Kingdom, Germany, China, Taiwan, and Japan.

8PartOne:Overview

Learning to use WordPerfect Office X5

WordPerfect Office offers numerous learning resources.

In this chapter, you'll find these topics:

• Using the documentation

• Accessing information on the Corel Web site

Using the documentation

WordPerfect Office includes a wide variety of documentation, which can help you learn all about WordPerfect Office programs and features.

Not all components are available in all versions of WordPerfect Office. Unavailable components may include Corel applications and features, third-party utilities, and extra content files. References to these components may nevertheless appear within the applications and within the documentation.

The following resources are available to help you:

Documentation type What it does

In-product Help Lets you quickly retrieve all the

information you need. Help displays in a separate window on your screen. For quick access, you can keep the Help window displayed on top of the application window.

Part One: Overview 9

Documentation type What it does

Context-sensitive Help Displays information relevant to the

task you are currently performing. Context-sensitive Help provides help for menu commands, toolbar buttons, dialog boxes, and dialog box controls. You access context-sensitive Help by clicking

the What’s This? button, and clicking the item you want information about.

QuickTips™ Provide information about icons

and buttons on the toolbars and the Toolbox. QuickTips display in a balloon when you point to an icon or a button.

PerfectExpert™ Guides you through basic tasks and

helps you create detailed projects. PerfectExpert includes the best features of QuickTask™, templates, and Coaches, combined with information from the online Help and the power of a natural-language interface, to assist you with everyday tasks.

PDF manuals Provide a “book-based” approach

to the documentation

New to WordPerfect Office X5 is the Reference Center, which provides all-in-one access to the Help files and PDF manuals that install with the software suite, as well as links to Web-based resources.

You can access Help either from within the Reference Center or directly from within a program. You can search the Help for specific information, and you can print specific Help topics or print entire sections of the Help.

10 Part One: Overview

If you want to access and search all the Help files for WordPerfect, Quattro Pro, or Presentations, you can use the new Help Finder tools provided by the Reference Center.

You can access context-sensitive Help, QuickTips, and the PerfectExpert directly from within a program.

Understanding the documentation conventions

The following table describes conventions used in the documentation.

When you see this Do this

Click File ` New.

Click Format

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

Disable an option. Click the option to remove the

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

Press Enter.Press the Enter key.

Ctrl + Shift Press the Ctrl key and the Shift key

Part One: Overview 11

` Justification ` Left.

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

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

mark or an “X” inside the box.

indicator.

click Paste in the submenu that displays.

at the same time.

To access the Reference Center

1 Do one of the following:

• On the Windows taskbar, click Start ` Programs `

WordPerfect Office X5 ` Reference Center.

• In WordPerfect, Quattro Pro, or Presentations, click Help `

Reference Center.

2 Click any tab to display the available documentation for that

category.

3 Click any category entry to display its associated documentation.

To access the Help

1 Do one of the following:

• In WordPerfect, Quattro Pro, or Presentations, click Help

topics.

• In the Reference Center, click a Help entry.

2 Click one of the following tabs:

• Contents — lets you browse through topics in the Help

• Index — lets you use the index to find a topic

• Search — lets you search the full text of the Help for a particular

word or phrase. For more information, see “To search the Help” on page 13.

` Help

You can also

Access macros Help Do one of the following:

• In WordPerfect, Quattro Pro, or Presentations, click Help

Macro commands.

• In the Reference Center, click the Macros and Migration tab, and then click the PerfectScript

™

Help entry.

12 Part One: Overview

You ca n a lso

Access CorelTUTOR™ Help In WordPerfect, Quattro Pro, or

Presentations, click Help CorelTUTOR.

To search the Help

1 Click the Search tab in the left pane of the Help.

2 Type a word or phrase in the search box.

For example, if you are looking for information about macros, you can type macro to display a list of relevant topics. To search for a phrase, type the phrase, and enclose it in quotation marks (for example, type “writing tools” or “file formats”).

3 Click the List topics button.

4 Choose a topic from the list that appears, and press Enter. The topic

is displayed in the right pane of the Help.

If your search results do not include any relevant topics, check whether you spelled the search word or phrase correctly. Note that the English Help uses American spelling (for example, “color,” “favorite,” “center,” and “customize”), so searching for British spellings (“colour,” “favourite,” “centre,” and “customise”) produces no results.

To determine the location of a displayed topic within the Help, click the Contents tab in the left pane of the Help.

You ca n a lso

Search for a word or phrase in a list of topics generated by the previous search

Part One: Overview 13

Enable the Search previous results check box.

You can also

Search for all forms of a word Enable the Match similar words

check box.

For example, if you type “type” and enable this check box, the search results will include topics that contain the words “types” and “typing.”

Search only the titles of Help topics Enable the Search titles only check

box.

Repeat a recently performed search On the search box, click the arrow

that points down, and choose a word or phrase.

To print Help topics

To Do the following

Print a section Select the section you want to

print, click Print, and enable the Print selected heading and all subtopics option.

Print a topic Select the topic you want to print,

click Print, and enable the Print selected topic option.

You can also print a topic by right-clicking the window and clicking Print.

14 Part One: Overview

To access context-sensitive Help

To get help for Do the following

Menus Point to a menu item for QuickTips

information.

You can also point to a menu item and press F1.

Toolbar buttons Point to a toolbar button for

QuickTips information.

You can also point to a toolbar button, press Shift + F1, and click the button.

Dialog boxes Click Help.

Dialog box controls

Click the Context-sensitive Help button in an open dialog box, and click a control.

You can also access context-sensitive Help in a dialog box by pressing F1.

To access the PerfectExpert

• In WordPerfect, Quattro Pro, or Presentations, click Help ` PerfectExpert.

A check mark next to the PerfectExpert command indicates that the command is enabled, and the PerfectExpert panel displays in the left side of the document window.

Accessing information on the Corel Web site

You can access the Corel Web site directly from within WordPerfect, Quattro Pro, or Presentations. The Corel Web site gives you general product information, as well as information on support and training.

Part One: Overview 15

To access the Corel Web site

To access Click

WordPerfect Office Web site

WordPerfect Office Community site

Web-based resources

Technical support

Training

` Corel on the Web `

Help WordPerfect Office Web site

Help

` Corel on the Web ` Office

Community

Help

` Corel on the Web ` Online

resources

Help

` Corel on the Web `

Technical support

Help

` Corel on the Web ` Tra in in g

An active Internet connection is required to access Web-based resources.

The Other Resources page of the Reference Center provides access to additional resources on the Web.

16 Part One: Overview

Part Two: WordPerfect

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.

Getting started with WordPerfect

The following chapters show you how to get started creating documents with WordPerfect:

• “WordPerfect basics” on page 19

• “Creating and opening documents” on page 23

• “Viewing and navigating documents” on page 27

• “Saving and closing documents” on page 31

• “Entering and inserting text” on page 35

• “Selecting and deleting text” on page 37

• “Finding and replacing text and codes” on page 39

Editing and formatting documents

The following chapters show you how to edit and format your documents:

• “Editing basics” on page 43

• “Formatting text” on page 47

Part Two: WordPerfect 17

• “Working with styles” on page 51

• “Formatting paragraphs” on page 55

• “Formatting pages” on page 59

Structuring documents

The following chapters show you how to structure your documents:

• “Using bulleted lists, numbered lists, and outlines” on page 67

• “Numbering the parts of a document” on page 71

• “Working with graphics” on page 75

• “Working with footnotes and endnotes” on page 79

Sharing documents and collaborating with others

The following chapters show you how to share your documents and collaborate with others:

• “Working with files” on page 83

• “Printing” on page 87

• “Performing merges” on page 91

• “Working with PDF files” on page 101

• “Reviewing and comparing documents” on page 105

• “Using a document management system with WordPerfect” on page 113

• ”WordPerfect compatibility with Microsoft® Word” on page 119

For more information on WordPerfect

For even more information on WordPerfect, please see the Reference Center, which installs with WordPerfect Office X5. See “To access the Reference Center” on page 12.

18 Part Two: WordPerfect

WordPerfect basics

This chapter tells you how to perform basic operations in WordPerfect. You can explore the work area and gain a better understanding of the basic tools and features available for creating powerful word processing documents.

In this chapter, you'll find these topics:

• Starting WordPerfect

• Exploring the workspace

•Changing the workspace

• Quitting WordPerfect

Starting WordPerfect

Let’s begin by starting WordPerfect.

To s tar t W o rd Per f ec t

• On the Windows taskbar, click Start ` Programs ` WordPerfect Office X5 ` WordPerfect X5.

Exploring the workspace

The workspace in WordPerfect includes everything you see on your screen when you start the application. The large open area is the document window.

Part Two: WordPerfect 19

The menu bar, located at the top of the workspace, just below the title bar, provides access to most of the WordPerfect commands.

Toolbars

Many menu commands can be accessed through toolbars, located below the menu bar.

This is the WordPerfect toolbar.

The property bar is a context-sensitive toolbar that displays buttons and options related to the task you are performing. For example, when text is selected, the property bar contains only text-related commands.

This is the property bar.

By default, the property bar is located above the document window.

The application bar

The application bar displays information about the status of the active WordPerfect document. By default, the application bar is located below the document window.

When you open a file, a document button with the name of the file appears on the application bar. You can use document buttons to quickly move between the documents. For more information about moving between documents, see “Navigating documents” on page 30.

This illustration shows items on the right side of the application bar.

20 Part Two: WordPerfect

Changing the workspace

WordPerfect lets you use different workspaces for creating documents. When choosing a workspace, you are specifying the toolbars, buttons, options, and menus that WordPerfect displays. The following workspaces are available:

• WordPerfect Office mode — displays the default WordPerfect workspace

• Microsoft Word mode — simulates the Microsoft Word workspace by positioning the WordPerfect features, including toolbars, keyboards, and menu items, where you would find the equivalent features in Microsoft Word. For more information about using Microsoft Word mode, see “Simulating the Microsoft Word workspace” on page 119.

• WordPerfect Legal mode — exposes the WordPerfect legal features, such as tools that let you create specialized legal documents such as cases and pleadings.

• WordPerfect Classic mode — lets you work in the familiar visual environment of Corel WordPerfect 5.1 and use its keystrokes.

To c han ge th e w o rk sp a ce

1 Click To ol s ` Workspace manager.

2 Enable one of the following options:

• WordPerfect Office mode

• Microsoft Word mode

• WordPerfect Classic mode (version 5.1)

• WordPerfect Legal mode

Part Two: WordPerfect 21

Quitting WordPerfect

You can quit WordPerfect, which closes the application along with all of the documents you have open.

To quit WordPerfect

• Click File ` Exit.

You are prompted to save any modified documents before quitting.

22 Part Two: WordPerfect

Creating and opening documents

WordPerfect lets you start a document from a blank page or from a template. A blank page lets you customize every aspect of a document’s text and layout. A template is a preformatted document that you can use as-is, or customize to best suit your needs.

In this chapter, you'll find these topics:

• Understanding the parts of a document

•Creating documents

• Opening documents

Understanding the parts of a document

A WordPerfect document consists of one or more of the following components.

Text

Text can be typed directly into WordPerfect or imported from text editors or other word-processing applications. For more information about adding text to a document, see “Entering and inserting text” on page 35.

Graphics

Graphics include shapes, drawings, pictures, and clipart. A shape is any object created with WordPerfect drawing tools. A drawing is created with Presentations menus and tools.

Part Two: WordPerfect 23

A picture is a bitmap, or graphic image, that has been imported into a WordPerfect document. Pictures can be imported from a CD or from photo-editing programs, such as Corel® PHOTO-PAINT™. You can also import pictures by using a scanner. Clipart images are images that can be brought into Corel applications and used as they are or edited. For more information about adding graphics to a document, see “Inserting graphics” on page 75.

Styles

A style is a collection of formatting attributes applied to characters, paragraphs, or documents. By formatting items with styles, you ensure consistent formatting throughout a document. Whenever you change the formatting in a style, you change the appearance of all items that use that style. For more information about formatting with styles, see “Using text styles” on page 51.

Tem pl at es

A template is a preformatted document that can be used as a guide for creating a new document. Every document created in WordPerfect is based on a template or a project template. When you open WordPerfect, the blank document you see is based on the default template. Project templates include fax cover sheets, memos, newsletters, and brochures. For more information about templates, see “Creating documents from project templates” in the WordPerfect Help.

Macros

Macros are used to automate application tasks. For example, you can use WordPerfect macros to set margins, select a font, or create a merge file. For more information about macros, see “Using recordings, macros, and automation features” in the WordPerfect Help.

24 Part Two: WordPerfect

Creating documents

You can create a document in WordPerfect by using the default template, a blank document that includes formatting elements such as margin settings, tab settings, and toolbars. WordPerfect also includes ready-made project templates that you can open and use to create a wide range of documents, including letters, fax cover sheets, calendars, and business cards.

To create a document by using the default template

• Click File ` New.

You ca n a lso

Create a document from a project template

You can also create a new document based on the default template by clicking the New blank document button on the toolbar.

Click File

` New from project.

Opening documents

You can open word-processing documents that were created in WordPerfect or in another application. The advantage of opening, rather than importing a document created in another application, is that many of the formatting attributes in the original document, such as page size, margins, font properties, bullets, and underlining are preserved. Some of the features that are not supported include embedded pictures, hidden text, interline spacing, kerning, macros, multiple page layouts (the first one in the document is used throughout), and OLE objects. For more information about importing files, see “Import and export file formats for WordPerfect” in the WordPerfect Help.

Part Two: WordPerfect 25

To open a document

1 Click File ` Open.

2 Choose the drive and folder where the document is stored.

3 Choose a file.

4 Click Open.

You can also open a document by clicking the Open button on the toolbar.

If you know where a file is located, you can type the full path and filename in the File name list box.

26 Part Two: WordPerfect

+ 284 hidden pages