Welcome to the Corel® WordPerfect® Office X7 Handbook! More than just a reference manual, this handbook is
filled with valuable tips and insights on a wide variety of tasks and projects.
The following chapters in this introductory section are key to getting started with the software:
• “What’s new?” on page 5
• “Installation” on page 6
• “Help resources” on page 9
If you’re ready to explore specific components of the software in greater detail, see the subsequent sections in this
handbook.
For an A-to-Z look at the topics covered in this manual, see the index on page 245.
What’s included?
WordPerfect Office X7 includes the following programs:
• Corel® WordPerfect® X7 — for creating professional-looking documents. See “Part Two: WordPerfect” on
page 13.
• Corel® Quattro Pro® X7 — for managing, analyzing, reporting, and sharing data. See “Part Three: Quattro Pro”
on page 107.
• Corel® Presentations™ X7 — for producing high-quality slide shows and drawings. See “Part Four: Presentations”
on page 153.
In addition, WordPerfect Office X7 provides the following:
• utilities — supplementary tools for accomplishing specific tasks quickly and easily: taking notes, storing contact
information, converting and managing files, and much more. See “Part Five: Utilities” on page 201.
• writing tools — built-in features for improving your spelling, grammar, style, and vocabulary. See “Part Six: Writing
Tools” on page 219.
• support for macros — tools, features, and resources that can help you streamline or automate tasks. See “Part
Seven: Macros” on page 233.
• Web resources — product information, support materials, social media, and more. See “Part Eight: Web
Resources” on page 243.
Not all documented features are available in all versions of WordPerfect Office X7. To compare versions, please
visit WordPerfect.com.
Part One: Introduction3
What’s new?
Corel WordPerfect Office X7 offers a variety of new and enhanced features.
NEW! PDF fillable forms
You can create your own PDF forms with WordPerfect, complete with fillable text fields, check boxes, radio buttons,
command buttons and drop-down lists. See “Creating PDF forms” on page 96.
ENHANCED! Template for eBooks
You can now create WordPerfect documents for publication to the EPUB and MOBI eBook formats. See “Publishing
eBooks” on page 103.
NEW and ENHANCED! Worklfow macros
The new and updated workflow macros for WordPerfect help you perform various tasks easily.
ENHANCED! Mail Merge Expert
The new Mail Merge Expert is designed to simplify merging addresses with letters, labels and envelopes, guiding you
step-by-step through the process. See “Performing simplified merges” on page 1.
NEW! Keystroke Menu
You can adopt a mouse-free, keyboard-based workflow using the Keystroke Menu function browser. It’s an easily
searchable list of WordPerfect functions that lets you quickly find and use WordPerfect tools, dialog box settings,
menu commands, macros, and feature options in a few keystrokes.
ENHANCED! Quick Reference Cards
Quick Reference Cards provide “bird’s-eye view” of important or complex tasks, complete with valuable tips and
insights. Quick Reference Cards are offered as PDF files, so you can display them on-screen or print them out.
...And much more!
Sprinkled throughout this documentation are notes and tips on various additional new features and enhancements
proudly brought to you by the WordPerfect Office team. To locate all such tidbits, search for the phrases “NEW for
X7” and “ENHANCED for X7”.
For even more information on what’s new, along with details on additional programs and features included only with
certain versions of the software, please visit the WordPerfect Office website at WordPerfect.com.
Part One: Introduction5
Installation
In this chapter:
• “Migrating from an earlier version” on page 6
• “Installing WordPerfect Office X7
• “Registering WordPerfect Office X7” on page 7
• “Updating WordPerfect Office X7” on page 8
Migrating from an earlier version
WordPerfect Office X7 offers numerous features that help you transfer, or “migrate,” from an earlier version of the
software.
For your convenience, many such features are offered during installation. If the setup detects an earlier version of the
software, you can choose to remove that version; you can also choose to migrate customized settings, user-created
templates, and user-created macros from that version. See “To install WordPerfect Office X7 from DVD” on page 6.
For even more migration options, please see “Migrating from an earlier version of WordPerfect Office” in the
WordPerfect Help.
Installing WordPerfect Office X7
The WordPerfect Office X7 DVD lets you install WordPerfect Office X7, as well as any DVD extras included with your
purchase.
If you downloaded the software, please refer to the installation instructions included with your purchase.
After installing WordPerfect Office X7, you can use the Windows® Control Panel to modify, repair, or uninstall the
software.
To install WordPerfect Office X7 from DVD
1 Close all applications.
2 Insert the WordPerfect Office X7 DVD in the DVD drive.
If the DVD does not start automatically, do one of the following:
• (Windows® 8) Move your pointer into the upper-right or lower-right corner, move it up or down to click Search,
type Run in the search box, and press Enter. Then in the Run dialog box, type D:\Autorun.exe (where D is the
letter that corresponds to the DVD drive), and press Enter.
• (Windows 7 ®) Click Start on the Windows® taskbar, type D:\Autorun.exe (where D is the letter that
corresponds to the DVD drive), and press Enter.
• (Windows® XP) Click Start
3 Click WordPerfect Office X7, and follow the setup instructions for installing the software.
You must enter your WordPerfect Office X7 serial number. Check your disc holder for this number, and keep
it handy.
Run, type D:\Autorun.exe, and press Enter.
6Installation
If you purchased an “upgrade” version of the software, you must enter the serial number for the earlier version
if the setup cannot detect it.
The setup lets you choose to remove any earlier versions of the software detected by the setup. You can also
choose to migrate settings, templates, and macros from an earlier version.
For help with installation, please visit the Corel® Install Center at Corel.com/installcenter.
To install DVD extras
1 Follow steps 1 and 2 in the previous procedure.
2 Click one of the following:
• Clipart, Photos, and Fonts — to install the extra content for WordPerfect Office X7, along with a PDF catalog of
the fonts and clipart (“Content Manual”)
• any desired program or feature — to install that extra
3 Follow the setup instructions.
4 Repeat this procedure for each additional extra you want to install.
To modify WordPerfect Office X7
1 Close all applications.
2 On the Windows Control Panel, click Uninstall a program.
NOTE: On Windows XP, double-click Add or remove programs.
3 Double-click WordPerfect Office X7 on the Uninstall or change a program page. The setup appears.
NOTE: On Windows XP, choose WordPerfect Office X7 from the list, and click Change/Remove. The setup appears.
4 Enable the Modify option, and then click Next.
5 Follow the setup instructions.
To modify an installed DVD (or download) extra for WordPerfect Office X7, choose that extra at step 4.
You can also
Repair WordPerfect Office X7At step 5, enable the Repair option.
Uninstall WordPerfect Office X7At step 5, enable the Uninstall option.
Registering WordPerfect Office X7
Registering Corel® products is important. Besides activating (or updating) your Corel account, registration provides
you with timely access to product updates, free downloads, tutorials and tips, special offers, and more.
Registration happens after you install WordPerfect Office X7. Click Help
You can also:
• Wait until WordPerfect Office X7 prompts you to register.
• Visit Corel.com/support/register on the Web.
7Installation
Product registration in WordPerfect.
Updating WordPerfect Office X7
WordPerfect Office X7 offers a messaging service that helps keep your installation up-to-date by informing you when
product updates are available. To receive messages, you require an Internet connection.
For complete 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 X7
•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 On the Windows taskbar, click Start All programs WordPerfect Office X7 Reference Center.
The Key Resources page of the Reference Center appears.
2 Click Messages Help.
8Installation
Help resources
WordPerfect Office X7 offers a variety of learning resources.
For centralized, categorized access to installed resources and additional materials on the Web, you can visit the
Reference Center.
For details on specific programs and features, you can use the installed Help files and the various built-in Help features.
In this chapter:
• “Using the Reference Center” on page 9
• “Using the Help files” on page 10
• “Using the built-in Help features” on page 12
Using the Reference Center
The Reference Center centralizes and categorizes the Help files and PDF resources that install with WordPerfect Office
— and helps you locate additional materials on the Web.
You can access the Reference Center from within Windows, or from directly within WordPerfect Office. You can
perform a Help search, or a Web search, from directly with the Reference Center.
About Help files
Help files offer information in a separate window that you can keep displayed on top of the application window. For
more information, see “Using the Help files” on page 10.
About PDF resources
You can access the following PDF resources from the Reference Center:
• handbook — electronic copy of the general-reference printed manual for the suite
• guidebook — anthology of tutorials, based on the CorelTUTOR
• quick-reference cards — tips and insights on various topics
• user guides — detailed reference manuals, based on the main Help files for specific programs
• macro guide — programming manual, based on the Macro Help file for the suite
• content manual — catalog of installed fonts and clipart
You can access the content manual only if you’ve installed the extra content (clipart, photos, and fonts) for the
software. See “To install DVD extras” on page 7.
™ Help files for the suite
To access the Reference Center
• Do one of the following:
• On the Windows taskbar, click Start
• In WordPerfect, Quattro Pro, or Presentations, click Help
The Reference Center appears. Click a tab (on the left) to display the resources for that category; click any entry on
the page to access that resource.
All Programs WordPerfect Office X7 Reference Center.
Reference Center.
Part One: Introduction9
To perform a search from the Reference Center
1 In the Reference Center, click one of the following tabs:
• Key Resources — to search a wide variety of WordPerfect Office resources
• WordPerfect — to limit searches to WordPerfect content
• Quattro Pro — to limit searches to Quattro Pro content
• Presentations — to limit searches to Presentations content
2 Type a word or phrase in the search box.
3 Enable one of the following options:
• Help Search — consults the installed Help files
• Web Search — consults select websites (Internet connection required)
4 Click Search.
Results appear in a new window, which you can use to perform additional searches.
Using the Help files
Help files offer information in a separate window that you can keep displayed on top of the application window.
You can access the Help from within a program or from the Reference Center. You can browse by topic, use the index
to look up keywords, or search for specific information. You can also print specific Help topics or entire Help sections.
You can browse or search multiple Help files — or only those for WordPerfect, Quattro Pro, or Presentations
— by visiting the Reference Center. See “To perform a search from the Reference Center” on page 10.
Documentation conventions
The following table explains the documentation conventions.
When you see thisDo this
Click File New.Click the File menu, and click New in the menu.
Click Format Justification Left.Click the Format menu, click Justification, and click Left in
the submenu that displays.
Enable a check box.Click the check box to place a check mark or an “X” inside
the box.
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 Paste in the
submenu that displays.
Press Enter.Press the Enter key.
Ctrl + ShiftPress the Ctrl key and the Shift key at the same time.
Not all documented features are available in all versions of WordPerfect Office. To compare versions, please
visit WordPerfect.com.
10Help resources
To ac c e s s t he H e l p
1 Do one of the following:
• In WordPerfect, Quattro Pro, or Presentations, click Help
• In the Reference Center, click a Help file.
2 Click one of the following tabs:
• Contents — to browse the Help file by topic
• Index — to browse the Help file by keyword
• Search — to search the Help file for a particular word or phrase. For more information, see “To search a Help
file” on page 11.
You can also
Access tutorialsDo one of the following:
Help topics.
• In WordPerfect, Quattro Pro, or Presentations, click Help
CorelTUTOR.
• In the Reference Center, click the Tu to r ia l s entry on the
associated program page.
Access information on macros, macro languages (such as
PerfectScript™), and macro commands
Do one of the following:
• In WordPerfect, Quattro Pro, or Presentations, click Help
Macro commands.
• In the Reference Center, click the Macros tab, and then
click the Macro Help entry.
To search a Help file
1 Click the Search tab in the left pane of the Help file.
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 an exact 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 file.
If your search results do not include any relevant topics, check the spelling of the word or phrase you typed. Note
that the English Help uses American spelling (for example, “color,” “favorite,” “center,” and “customize”), so British
spellings (“colour,” “favourite,” “centre,” and “customise”) produce 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 can also
Search for a word or phrase in a list of topics generated by
the previous search
Search for all forms of a wordEnable the Match similar words check box.
Part One: Introduction11
Enable the Search previous results 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.”
You can also
Search only the titles of Help topicsEnable the Search titles only check box.
Repeat a recently performed searchOn the search box, click the arrow that points down, and
choose a word or phrase.
Combine multiple search termsType a search term in the box. Click the flyout arrow that
points to the right, and choose an operator. Type another
search term in the search box, and then press Enter.
Search multiple Help files, or search for materials on the
Web
See “To perform a search from the Reference Center” on
page 10.
To print Help content
ToDo the following
Print a sectionSelect the section you want to print, click Print, and enable
the Print selected heading and all subtopics option.
Print a topicSelect the topic you want to print, click Print, and enable
the Print selected topic option.
You can also right-click the window and click Print.
Using the built-in Help features
WordPerfect Office programs offer the following types of built-in Help content:
• context-sensitive Help — information, relevant to the current task, on menu commands, toolbar buttons, dialog
boxes, and dialog box controls
• QuickTips™— information about menu items, or about icons and buttons on the toolbars and the Toolbox
• PerfectExpert™— assistance with everyday tasks and detailed projects
To access context-sensitive Help
To get help forDo the following
A menu itemPoint to the menu item, and press F1.
A toolbar buttonPoint to the toolbar button, press Shift + F1, and click the
button.
A dialog boxClick Help, or press F1.
A dialog box control
Click the Context-sensitive Help button in the dialog
box, and click the control.
To access a QuickTip
• Point to a menu item, icon, or button.
The QuickTip appears in a balloon.
12Help resources
Part Two: WordPerfect
WordPerfect is a powerful word-processing application that helps you produce newsletters, articles, reports,
proposals, books, and other documents.
About WordPerfect
See the following chapters:
•“WordPerfect basics” on page15
• “Windows and views” on page 19
• “Reveal Codes” on page 22
• “Navigation” on page 24
• “Microsoft Word compatibility” on page 25
Documents and templates
See the following chapters:
• “Document basics” on page 27
• “PDF import” on page 29
• “Templates” on page 31
Tex t
See the following chapters:
• “Text basics” on page 35
• “Text selection” on page 37
• “Text formatting” on page 39
• “Text arrangement” on page 45
• “Text organization” on page 49
Graphics
See the following chapter:
• “Graphics” on page 53
Editing content
See the following chapters:
• “Editing basics” on page 57
• “Find and Replace” on page 61
Design and layout
See the following chapters:
• “Styles” on page 65
• “Page margins” on page 69
Part Two: WordPerfect13
• “Page size and orientation” on page 70
• “Page flow” on page 73
• “Page columns” on page 74
• “Page numbering” on page 77
• “Headers and footers” on page 81
• “Footnotes and endnotes” on page 83
Sharing documents
See the following chapters:
• “Saving documents” on page 87
• “Performing simplified merges” on page 1
•“Printing” on page93
• “Publishing to PDF” on page 95
• “Publishing eBooks” on page 103
The WordPerfect page of the Reference Center offers extensive program help: reference topics, tutorials, tips,
insights, and more. See “To access the Reference Center” on page 9.
14Part Two: WordPerfect
WordPerfect basics
This chapter tells you how to perform basic operations in WordPerfect.
In this chapter:
• “Starting WordPerfect” on page 15
• “Exploring the workspace” on page 16
• “Changing the workspace” on page 17
• “Quitting WordPerfect” on page 18
Starting WordPerfect
You can start WordPerfect as you would any other Windows program.
If you start WordPerfect while the program is already running, a new instance is created. Running multiple instances
of WordPerfect is useful when, for example, you need to work on multiple documents simultaneously:
• Rather than switching among document windows within WordPerfect, you can switch among WordPerfect
instances in Windows.
• Rather than switching among documents at all, you can display them simultaneously across multiple monitors (if
available).
To start WordPerfect
• On the Windows taskbar, click Start All Programs WordPerfect Office X7 WordPerfect.
Part Two: WordPerfect15
Exploring the workspace
In WordPerfect, the workspace (or “work area”) refers to everything within the WordPerfect application window.
The document window
The large open area is the document window.
The menu bar
The menu bar, located at the top of the workspace, just below the title bar, provides access to most of the WordPerfect
commands.
The toolbars
Many menu commands can be accessed through toolbars, located below the menu bar.
This is the WordPerfect toolbar.
The property bar
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 “Navigation” on page 102.
This illustration shows items on the right side of the application bar.
16WordPerfect basics
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.
You can customize and save workspace settings, including shadow cursor settings, measurement and ruler settings,
toolbar, application bar and property bar settings. Saving your workspace settings ensures they remain in effect until
you change them.
To change the workspace
1 Click Tool s Workspace manager.
2 Enable one of the following options:
• 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
• WordPerfect Classic mode (version 5.1) — lets you work in the familiar visual environment of Corel WordPerfect
5.1 and use its keystrokes
• WordPerfect Legal mode — exposes the WordPerfect legal features, such as tools that let you create specialized
legal documents such as cases and pleadings
To save workspace settings
1 Click Tool s Settings.
2 Click Environment.
3 In the Environment settings dialog box, click the Interface tab.
4 In the Save workspace area, enable one of the following options:
• Always — always saves workspace settings when quitting WordPerfect
• Never — never saves workspace settings when quitting WordPerfect
• Prompt on exit — prompts you to save workspace settings when quitting WordPerfect
Part Two: WordPerfect17
Quitting WordPerfect
You can quit WordPerfect, thereby closing 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.
18WordPerfect basics
Windows and views
In this chapter:
• “Running multiple instances of WordPerfect” on page 19
• “Switching document views” on page 19
• “Changing document display settings” on page 20
• “Working with the ruler and ruler guides” on page 21
• “Using guidelines” on page 21
For additional topics, please see “Viewing and navigating documents” in the WordPerfect Help.
Running multiple instances of WordPerfect
You can run multiple instances of WordPerfect — for example, if you want to work on multiple documents across
multiple monitors.
To accommodate this new multiple-instance workflow, various traditional behaviors of WordPerfect have been
adjusted.
• Starting WordPerfect: If you start WordPerfect while the program is already running, a new instance is created.
• Viewing documents: You can transfer an open document to a new instance of WordPerfect. See page 20.
• Template settings: You can choose to apply template changes to all instances of WordPerfect. See page 155
• Macro behavior: Macro commands that previously applied to “all documents” now apply only to those in the
current instance of WordPerfect.
Switching document views
In WordPerfect, you can view documents in four ways: draft, page, two pages, and browser preview. You can also
view documents with no user-interface elements.
To switch the document view
• Click View, and click one of the following:
• Draft — to hide some document elements such as footers, page breaks, margins, and watermarks
• Page — to display the document the way it will look when printed
• Two pa g e s — to display two consecutive pages in a document side by side
• Preview in browser — to display a document in HTML format
Part Two: WordPerfect19
Changing document display settings
WordPerfect lets you change document display settings in several ways. You can enlarge or reduce the page display.
As well, the document window can be minimized or maximized.
You can cascade or tile multiple open documents. You can also transfer an open document to a new instance of
WordPerfect.
To enlarge or reduce the page display
1 Click View Zoom.
2 Enable one of the following options:
• Margin width — displays a complete line or block of text within a window with minimal white space to the right
and left
• Page width — displays the width of the page including margins in the window
• Full page — displays all page margins in the document window
• Other — lets you enter a custom zoom percentage
To enlarge or reduce the page display, the document must be in Draft or Page view.
To minimize or maximize the document window
• Right-click the WordPerfect title bar, and click one of the following:
• Minimize
• Maximize
If you want to restore a document window to its original size, right-click the title bar, and click Restore.
To cascade multiple documents
• Click Window Cascade.
To tile multiple documents
• Click Window, and click one of the following:
• Tile side by side
• Tile top to bottom
To transfer a document to a new instance of WordPerfect
• Click Window Separate.
You can also right-click the document button on the application bar and choose Separate document.
20Windows and views
Working with the ruler and ruler guides
The ruler is used to display page format elements, such as margins, tabs, column gutters, and indentation. The ruler
has two parts: the line and the tab bar.
• The line resembles a ruler and contains graduated measurements for the area between the left and right margins.
• The tab bar, the white space in the lower part of the ruler, displays the triangular shaped tab marks.
Ruler guides are black dotted vertical lines that allow you to see where the settings for your margins and indentations
are in relation to where the text displays on the page. For example, when you click a tab, the ruler guide and a box
containing the tab’s settings are displayed.
To hide or display the ruler
• Click View Ruler.
A check mark beside Ruler indicates that the ruler is displayed.
To display ruler guides
1 Click Tool s Settings.
2 Click Display.
3 Click the Ruler tab.
4 Enable the Show ruler guides check box.
Using guidelines
Guidelines are horizontal and vertical nonprinting lines that you can use to align tables, margins, columns, headers,
and footers on a page.
To display guidelines
1 Click View Guidelines.
2 In the Display guidelines for area, enable one or more of the following check boxes:
• Ta bl e s — displays guidelines that you can drag to change the width of table columns
• Margins — displays guidelines that you can drag to change the width of margins
• Columns — displays guidelines that you can drag to change the width of columns
• Header/Footer — displays guidelines that you can drag to change the widths of headers or footers
Part Two: WordPerfect21
Reveal Codes
Formatting codes are inserted when you add text and formatting to a document.
The Reveal Codes feature gives you full control over document formatting, especially when copying and pasting text
from various sources. For example, to remove bold formatting, you can turn on Reveal Codes, locate the
and then just drag it out of the Reveal Codes window.
You can also double-click any code in the Reveal Codes window to make advanced alterations to the settings or styles.
Codes are hidden by default; however, they can be displayed in a separate window below the active document.
This is how the text is displayed in the Reveal Codes window.
You can hide or display formatting codes.
You can also customize the display of the codes. For example, you can specify the font style and color, and several
other formatting options.
<Bold> code,
To hide or display formatting codes
• Click View Reveal Codes.
A check mark beside Reveal Codes indicates that formatting codes are displayed.
To customize the display of formatting codes
1 Click Tool s Settings.
2 Click Display.
3 Click the Reveal Codes tab.
4 In the Format area, enable or disable any of the following check boxes:
• Wrap lines at window — to continue codes on the next line
• Show spaces as bullets — to display a bullet for each space character
• Show codes in detail — to display formatting information with codes
• Auto-display codes in Go to dialog — to display the Reveal Codes window when a code match is found in a
specific section of the document
You can also
Change the fontClick Font, and choose a font from the Face list box.
Change the font sizeChoose a font size from the Size list box.
Change the font colorIn the Color area, disable the Use system colors check box.
Open the Tex t color flyout, and click a color.
22Section Title OR Heading 1
You can also
Change the background colorIn the Color area, disable the Use system colors check box.
Open the Background color flyout, and click a color.
Use Windows system colorsIn the Color area, enable the Use system colors check box.
Part Two: WordPerfect23
Navigation
WordPerfect lets you navigate documents in several ways. You can move to a specific section of a document, or you
can scroll through a document. You can also display a document from a list of open documents.
You can browse a document by insertion points, or by using a navigation control.
To move to a specific section of a document
1 Click Edit Go to.
2 Choose an option from Go to what list box.
3 Choose any applicable options from the area to the left of the list box.
4 Click Go to.
You can also access the Go to dialog box by pressing Ctrl + G.
To scroll through a document
1 On the toolbar, click the Autoscroll button.
The pointer changes to the Autoscroll arrow.
2 Move the Autoscroll arrow in the direction you want to scroll.
The scrolling speed increases if you move the arrow further away from the Autoscroll tool.
You can disable Autoscroll by clicking anywhere in the document.
To display a document from a list of open documents
• Click Window, and click the filename of the document that you want to display.
A check mark beside a document path and filename indicates the active document.
You can also display a document by clicking its button on the application bar.
To browse through insertion points in a document
• Click one of the following buttons:
• Back
• Forward
To browse by using a navigation control
1 On the vertical scroll bar, click the Browse button, and click a navigation control.
2 Click one of the following buttons:
• Previous — moves the cursor to the previous occurrence of the selected navigation control
• Next — moves the cursor to the next occurrence of the selected navigation control
24Navigation
Microsoft Word compatibility
WordPerfect offers compatibility features geared towards those who are migrating to WordPerfect from Microsoft
Word and those who need to exchange WordPerfect documents with Microsoft Word users.
In this chapter:
• “Simulating the Microsoft Word workspace” on page 25
• “Sharing documents with Microsoft Word users” on page 25
For additional topics, please see “Compatibility with Microsoft Word” in the WordPerfect Help.
Simulating the Microsoft Word workspace
If you recently switched from Microsoft Word to WordPerfect, you may not be familiar with the WordPerfect
workspace. While there are many similarities between the two applications, you may find it easier to simulate the
Microsoft Word workspace until you are accustomed to working in WordPerfect. What the Microsoft Word workspace
does is position the WordPerfect features, including toolbars and menu items, where you would find the equivalent
feature in Microsoft Word. It also applies Microsoft Word keyboard shortcuts to WordPerfect features, allowing you
to quickly find the tools you need to create documents in WordPerfect.
If you prefer to work in the WordPerfect workspace, but you want to access the most common WordPerfect features
using Microsoft Word buttons and icons, you can display the Microsoft Word toolbar. In addition, you can display the
Microsoft Word Compatibility toolbar, which gives you immediate access to features, such as saving documents to
Microsoft Word and publishing to PDF.
To work in the Microsoft Word workspace
1 Click Tool s Workspace manager.
2 Enable the Microsoft Word mode option.
To display the Microsoft Word toolbar in WordPerfect
1 Click View Toolbars.
2 Enable one of the following check boxes:
• Microsoft Word 97
• Microsoft Word 2002
To display the Compatibility toolbar
1 Click View Toolbars.
2 Enable the Compatibility check box.
Sharing documents with Microsoft Word users
WordPerfect makes it possible for you to share WordPerfect documents with Microsoft Word users and they can share
their documents with you.
Part Two: WordPerfect25
For example, to share a WordPerfect document with a Microsoft Word user, you must save the WordPerfect document
as a Microsoft Word file. The saving process automatically converts the document to the Microsoft Word format.
In addition, if you receive a file created in Microsoft Word, all you need to do is open it in WordPerfect. The opening
process automatically converts the file to the WordPerfect format. If you modify the same file and you want others to
view the changes in Microsoft Word, then you need to save the file as a Microsoft Word file. You can specify that the
default format when saving files is set to the Microsoft Word file format or you can choose to automatically save files
in the same file format in which the file was opened. If you don’t specify the Microsoft Word format when saving,
the file is saved as a WordPerfect file by default.
To save a WordPerfect document as a Microsoft Word document
1 Click File Save as.
2 Choose the drive and folder where you want to save the file.
3 Type the filename in the Filename box.
4 Choose MS Word from the File type list box.
5 Click Save.
When you save a WordPerfect document as a Microsoft Word document, some of the formatting in the
document may no longer display properly.
To open a Microsoft Word document
1 Click File Open.
2 Choose the drive and folder where the Microsoft Word file is stored.
If you can’t see the file, choose All files from the File type box.
3 Click the Microsoft Word file.
4 Click Open.
You can open documents created in Microsoft Word for MS-DOS versions 1.0, 1.1, 1.2, 2.0, 4.0, 5.0, and 5.5,
Microsoft Word for Windows 6.0, and 7.0, and Microsoft Word 97, 2000, XP (2002), 2003, 2007, 2010, and
2013. You can also open Microsoft Word Open XML documents (.docx) and Microsoft Word Open XML
Macro-enabled document (.docm).
When you open a Microsoft Word document in WordPerfect, some information in the file may not be
displayed in the same way after it is converted.
To automatically save Microsoft Word files opened in WordPerfect to the Microsoft Word
format
1 Click Tool s Settings Files.
2 On the Document page, choose a version of the MS Word format from the Default save file format list box.
To automatically save files to their original format
1 Click Tool s Settings Files.
2 On the Document page, enable the On save, keep document’s original file format check box.
26Microsoft Word compatibility
Document basics
You can create documents from scratch. You can also open existing documents — even those created in another word
processor.
In this chapter:
• “Understanding the parts of a document” on page 27
• “Creating documents” on page 28
• “Opening documents” on page 28
Understanding the parts of a document
A WordPerfect document consists of one or more of the following components.
Tem p la te
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 either the default template or a project template.
• When you open WordPerfect, the blank document you see is based on the default template. For information, see
“Default template” on page 166.
• Project templates include fax cover sheets, memos, newsletters, and brochures. For information, see “Project
templates” on page 169.
Tex t
Text can be typed directly into WordPerfect or imported from text editors or other word-processing applications.
For information, see “Text basics” on page 107.
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.
• A picture is a bitmap, or graphic image, that has been imported into a WordPerfect document. Pictures can be
imported from storage media, photo-editing programs, or a scanner.
• Clipart images are images that can be brought into Corel applications and used as they are or edited.
For information, see “Graphics” on page 219.
Styles
A style is a collection of formatting attributes applied to text (characters, paragraphs, or documents) or graphics.
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 information, see “Styles” on page 183.
Part Two: WordPerfect27
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 information, see “Part Seven: Macros” on page 263.
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 can also apply the default template to a new document by clicking the New blank document button
on the toolbar.
For more information on the default template, see page 166.
To create a document by using a project template
• Click File New from project.
For more information on project templates, see page 169.
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.
To op e n a d o c u m e n t
1 Click File Open.
You can also click the Open button on the toolbar.
2 Choose the drive and folder where the file is stored, and choose the file.
You can also type the full path and filename in the File name list box.
3 Click Open.
The document opens in a new document window, and a corresponding button is added to the application bar.
You can have up to nine documents open within the application window.
28Document basics
PDF import
WordPerfect lets you import PDF files and scanned PDF files and then access and reuse the text and graphics content.
For example, if you have a PDF file that was created by someone else, you can open it in WordPerfect and edit the
contents.
When you import PDF files, the text formatting may appear different from that of the original PDF. You can alleviate
most conversion issues if you are familiar with the two most common PDF document types: design documents and
scanned documents.
Design documents
A design document is a PDF in which the layout is not necessarily based on flow — for example, a magazine
advertisement. Design documents are typically created with graphics or illustration software, such as CorelDRAW.
Text strings may be individual lines across sections on the page, as opposed to a long paragraph that flows down a
page. In such cases, WordPerfect provides text flows for all text strings that were saved in the graphics application
when the PDF was created. The text and formatting of graphic elements are also maintained.
Images are maintained in their original file formats, as is text that is embedded in images that are not vector based.
The layout in the imported PDF may be different from the layout in the original PDF, but you can still modify text strings
and create a new document without having to copy or redesign all the elements.
Scanned documents
A scanned document is a document that is read with a scanner and saved as a graphic file, such as a JPEG. Scanned
documents store all information as one large image file that is not vector based.
When you import a scanned document, WordPerfect uses OCR technology to scan the document and reconstruct text
strings and images. The quality of the original scanned PDF that you import affects the accuracy of what is displayed
in the WordPerfect document.
To im p o r t a P D F f i l e
1 Click File Open PDF.
2 Choose the drive and folder where the PDF document is stored.
3 Choose the file.
4 Click Open.
The Open PDF settings dialog box appears.
If the PDF document is protected by a password, type the password in the Password box. If both permission and
open passwords are applied, type the permission password in the Password box.
5 In the Page range area, enable one of the following options:
• Full document
• Pages (requires you to type a page range in the box)
6 Click Open.
The PDF import dialog box appears.
Part Two: WordPerfect29
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