Corel WordPerfect Office - X5 Instruction Manual

?

s

;

W

0

g

6

t

9

=

}

3

*

&

m

7

A

z

#

@

92

%

!

5

2

“

+

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