Corel WordPerfect Office - X7 User Manual

Handbook

Part One: Introduction3

getting started

Part Two: WordPerfect13

creating professional-looking documents

Part Three: Quattro Pro107

managing data with spreadsheets

Part Four: Presentations153

making visual impact with slide shows

Part Five: Utilities201

using WordPerfect Lightning, Address Book, and more

Part Six: Writing Tools219

checking your spelling, grammar, and vocabulary

Part Seven: Macros233

streamlining and automating tasks

Part Eight: Web Resources243

finding even more information on the Internet

Handbook highlights

What’s included? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

What’s new? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Help resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Documentation conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

WordPerfect basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Quattro Pro basics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Presentations basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

WordPerfect Lightning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Part One: Introduction

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: Introduction 3

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: Introduction 5

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.

6 Installation

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 X7 At step 5, enable the Repair option.

Uninstall WordPerfect Office X7 At 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.

7 Installation

 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.

8 Installation

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: Introduction 9

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 this Do 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 + Shift Press 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.

10 Help 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 tutorials Do 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 word Enable the Match similar words check box.

Part One: Introduction 11

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 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.

Combine multiple search terms Type 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

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 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 for Do the following

A menu item Point to the menu item, and press F1.

A toolbar button Point to the toolbar button, press Shift + F1, and click the

button.

A dialog box Click 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.

12 Help 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: WordPerfect 13

• “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.

14 Part 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: WordPerfect 15

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.

16 WordPerfect 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: WordPerfect 17

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.

18 WordPerfect 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: WordPerfect 19

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.

20 Windows 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: WordPerfect 21

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 font Click Font, and choose a font from the Face list box.

Change the font size Choose a font size from the Size list box.

Change the font color In the Color area, disable the Use system colors check box.

Open the Tex t color flyout, and click a color.

22 Section Title OR Heading 1

You can also

Change the background color In the Color area, disable the Use system colors check box.

Open the Background color flyout, and click a color.

Use Windows system colors In the Color area, enable the Use system colors check box.

Part Two: WordPerfect 23

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

24 Navigation

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: WordPerfect 25

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.

26 Microsoft 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: WordPerfect 27

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.

28 Document 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: WordPerfect 29

You can import the content from the PDF file without text formatting by enabling the Bring in content from
original PDF without any formatting check box.

30 PDF import

Templates

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.

In this chapter:

• “Default template” on page 31

• “Project templates” on page 33

Default template

When you open WordPerfect, the blank document you see is based on the default template—a special WordPerfect
template (WPT) file that records various workspace settings.

Besides storing basic document settings (such as the default font and the default text and graphics styles), the default
template also stores any customizations you make to the WordPerfect work area.

Choosing the default template

You can choose a different default template.

You can also choose an additional objects template. This is a second default template that stores objects such as
keyboards, menus, template macros, toolbars, and styles that you can use in addition to or in place of those in the
default template. For example, a system administrator could use an additional objects template as a network template
that would overwrite a user’s default template.

Applying the current document style to the default template

You can apply the style used in the current document to the default template.

Applying template settings across multiple instances

You can choose to apply template changes across all instances of WordPerfect. This technique is especially useful for
refreshing all open documents that are based on the same template.

Document, style, and compatibility settings typically affect all instances, whereas customization settings affect
only the current instance (and subsequent instances). For details, see the Help.

To choose a different default template

1 Click Tool s  Settings.

2 Click Files.

3 Click the Temp la te tab.

4 In the Default template folder box, click the Browse button.

5 Choose the drive and folder where the template is stored.

6 Click Select.

7 In the Default template box, click the Browse button.

8 Click the template you want to use as the default template.

Part Two: WordPerfect 31

9 Click Open.

To choose an additional objects template

1 Follow steps 1 to 3 in the previous procedure.

2 In the Additional template folder box, click the Browse button.

3 Choose the drive and folder where the template is stored.

4 Click Select.

5 In the Additional objects template box, click the Browse button.

6 Click the template you want to use as the additional objects template.

7 Click Open.

If desired, enable the Update default template from additional objects template check box.

To use the current document style as the default

1 Click File  Document  Current document style.

2 Enable the Use as default check box.

To apply template changes across multiple instances

1 Click Tool s  Settings.

2 Click Files.

3 Click the Temp la te tab.

4 Enable the Apply template changes to all WordPerfect windows check box.

You can apply both default-template and project-template changes across multiple instances.

32 Templates

Project templates

WordPerfect lets you create documents from project templates. A project template is a shell, or skeleton structure,
that can consist of elements such as margins, styles, and graphics objects. You fill in the details and provide data to
complete the project.

These are examples of project templates.

If you intend to use a specific template often, you can add it to the Favorites category.

You can also use the PerfectExpert, which guides you through basic tasks and helps you create detailed
projects. For information, see “To access the PerfectExpert” on page 5.

To create a document from a project template

1 Click File  New from project.

2 Click the Create new tab.

3 Choose [WordPerfect] from the list box.

If [WordPerfect] is not displayed in the list box, click Options, and click Refresh projects.

4 Choose a project template from the list.

5 Click Create.

Some WordPerfect project templates use prompts to guide you through the process of adding information to
a document.

To add a project template to the Favorites category

1 Click File  New from project.

2 Click the Create new tab.

3 Choose a category from the list box.

4 Choose a project template from the list.

5 Click Copy to favorites.

Part Two: WordPerfect 33

You can view the contents of the Favorites folder. Click File  New from project. Choose [Favorites] from the
list box.

34 Templates

Te x t b as i cs

In this chapter:

• “Entering text” on page 35

• “Inserting text” on page 35

Entering text

You can enter text in the document window. You can use the shadow cursor to show where the text will be
positioned.

You can also enter text in a text box so that it appears in a separate frame.

To enter text in a document window

1 Click in the document window.

2 Type t ext.

To enter text by using the shadow cursor

1 Click View  Shadow cursor.

A check mark next to the menu command indicates that the shadow cursor is enabled.

2 Click anywhere on the page.

3 Type t ext.

The shadow cursor changes appearance to show how text will be aligned when you start typing. Small arrows
beside the shadow cursor point in different directions when text is left-justified, centered, or right-justified.

To enter text in a text box

1 Click Insert  Text b o x.

2 Type t ext.

Inserting text

You can insert text from another file.

If you have more than one document opened, you can use the application bar to insert text from one document to
another document.

See also:

• “Cutting, copying, and pasting text and graphics” on page 289

• “Moving text and graphics” on page 290

To insert the entire text of another document

1 Click where you want to insert the text.

Part Two: WordPerfect 35

2 Click Insert  File.

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

4 Choose a file.

5 Click Insert.

To insert selected text from another document

1 Select the text you want to insert.

2 Drag the selected text to the button on the application bar that displays the name of the document into which you

want to insert the text, but don’t release the mouse button.

This document opens in the document window.

3 Point to where you want to insert the text, and release the mouse button.

36 Text basics

Te x t s el e ct io n

You can select text or deselect text, a tabular column, a rectangular block of text, or a range of text.

You can also set selection options.

To se l e c t te x t

To select Do the following

A character or word Drag across a character or word.

A sentence Click in a sentence. Click Edit  Select  Sentence.

A paragraph Click in a paragraph. Click Edit  Select  Paragraph.

A page Click on a page. Click Edit  Select  Page.

A document Click Edit  Select  All.

A tabular column Select the text from the first character in the tabular column

to the last character in the tabular column, and then click
Edit  Select  Tabular column.

A rectangular block of text Select the text from the upper left corner to the lower left

corner of the block, and then click Edit  Select  Rectangle.

A range of text in a document Click Edit  Select  Section, choose an option from the

Select list, and then type a value in the Range box.

To select a range of text in a document

1 Click Edit  Select  Section.

2 From the Select list, choose one of the following options:

• Page — lets you select certain pages

• Secondary page — lets you select certain secondary pages

• Chapter — lets you select certain chapters

• Volume — lets you select certain volumes

3 Type a value in the Range box.

To de s e l e c t t e x t

• Click anywhere outside the selected text.

To set the selection options for a document

1 Click Tool s  Settings.

2 Click Environment.

3 In the Environment settings dialog box, click the General tab.

4 Enable the Automatically select whole words when dragging to select text check box.

Part Two: WordPerfect 37

Deleting text

You can delete text.

To delete text

1 Select the text you want to delete.

2 Press Delete.

38 Text selection

Text formatting

In WordPerfect, you can use a variety of formatting tools to control the look of text.

In this chapter:

• “Modifying font settings” on page 39

• “Copying the text format” on page 41

• “Highlighting text” on page 41

• “Working with drop caps” on page 42

• “Inserting characters and symbols” on page 43

• “Correcting capitalization” on page 43

• “Correcting the spacing between words and sentences” on page 44

For additional topics, please see “Formatting text” in the WordPerfect Help.

Modifying font settings

You can apply formatting to text to change the font and its attributes, such as style, size, and color.

You can also apply relative font sizes, which allows you to format text relative to the specified font size. Suppose you
want to add a heading to a document that has a 12-point paragraph font. If you select the heading text and specify
a large relative font size, the text displays proportionately larger than the 12-point font.

Using Corel® RealTime Preview™ lets you view text fonts and sizes before you apply them. For example, you can view
text as it will display in various fonts before choosing which is the most suitable.

WordPerfect lets you format text using recent font settings, including the font and its size. You can also change the
default font and font size for the active document or for all documents.

To change the font

1 Click in the document.

2 Click Format  Font.

3 Click the Font tab.

4 Choose a font from the Face list.

You can also

Change the font size Choose a font size from the Size list box.

Change the relative font size Click Relative size, and click a font size.

Change the font color Open the Color picker, and click a color.

You can also change the font color by clicking the Font color button on the property bar, and clicking a
color.

You can also change the underline font style by opening the Underline picker on the property bar and
clicking an underline style.

Part Two: WordPerfect 39

To change the font appearance

1 Select the text you want to modify.

2 Click Format  Font.

3 Click the Font tab.

4 In the Appearance area, enable one or more of the following check boxes:

• Bold — applies bold formatting to the selected text

• Italic — applies italic formatting to the selected text

• Underline — applies a single underline to the selected text

• Outline — applies an outline to the selected text

• Shadow — applies a shadow to the selected text

• Small caps — applies small capitals to the selected text

• Redline — applies the color red to the selected text

• Strikeout — applies a line through the selected text

• Hidden — applies the hidden format to the selected text

To change the font by using Corel RealTime Preview

1 Click in a document.

2 Open the Font face list box on the property bar, and point to a font.

Changes to the font display in the font face preview window.

3 Choose a font from the Font face list box.

You can change the font size using Corel RealTime Preview by opening the Font size list box on the property
bar, viewing the font sizes in the font size preview window, and choosing a font size.

To apply a recently used font

1 Select the text you want to format.

If the Fonts toolbar is not displayed, click View

2 Click the QuickFonts™ button on the font toolbar, and choose a font from the list.

 Too lb ar s. In the Tool ba rs dialog box, enable the Fonts check box.

The QuickFonts list displays the 10 most recently used fonts.

To change the default font and font size

1 Click File  Document  Default font.

2 Choose a font from the Face list.

3 Choose a font size from the Size list box.

If you want to change the default font and font size for all new documents, click Settings, and click Set as default
for all documents.

You must install a printer before you can change the default font.

If you specify a default printer font and distribute the file to others, the file may not display or print correctly
if their printer doesn’t have the specified default font.

40 Text formatting

You can view the available attributes for each font by clicking the plus sign (+) to the left of a font in the Face
list.

Copying the text format

You can copy the format of text and apply it to other text in a document. If you want to copy selected text, then
formatting attributes, such as font, font size, and font style, are all copied. If you want to copy the heading in a
paragraph, the paragraph style as well as the font and its attributes are copied.

When you copy the format of text, you automatically create a text style. Changing text that has been
formatted using a text style also changes other text in the document that uses that style. For information about
text styles, see “Using text styles” on page 159.

To co p y t h e t e x t f o r m a t

1 Click in the text whose format you want to copy.

2 Click Format  QuickFormat™.

3 Enable one of the following options:

• Selected characters — copies the format of the font and its attributes

• Headings — copies the format of the paragraph and its styles, and the font and its attributes

4 Click OK.

5 Drag the QuickFormat paintbrush pointer over the text to which you want to copy the format.

6 Click Format  QuickFormat.

QuickFormat is disabled when no check mark displays beside the QuickFormat menu command.

You can also enable or disable QuickFormat by clicking the QuickFormat button.

Highlighting text

Highlighting text adds a bar of transparent color over text, which is useful for editing documents or for distinguishing
words and paragraphs. You can highlight and remove the highlighting from part or all of a document, and you can
change the highlight color. You can also hide highlighting in a document.

To highlight text

1 Click Tool s  Highlight  On.

The cursor changes to a highlighting pen.

2 Select the text.

3 Click Tool s  Highlight  On.

Highlighting is disabled when no check mark displays beside the On menu command.

To remove highlighting from text

1 Select the highlighted text.

Part Two: WordPerfect 41

2 Click Tool s  Highlight  Remove.

You can also remove highlighting by clicking anywhere in the highlighted text and clicking the Highlight
button. Highlighting is removed from the entire highlighted section.

To change the highlight color

1 Click Tool s  Highlight  Color.

2 Open the Color picker, and click a color.

3 Type a value in the Shading box.

Higher values darken the highlight color. Lower values lighten it.

The color change does not apply to text that has already been highlighted. To change the color of highlighted
text, you must first select the text.

To hide highlighting

• Click Tool s  Highlight  Print/show.

The absence of a check mark beside the Print/show menu command indicates that highlighting is hidden.

Working with drop caps

Drop caps are letters that you can use to decorate text at the beginning of a line or paragraph.

These are examples of drop caps.

To add or remove a drop cap

To Do the following

Add a drop cap to a blank line Click in a document. Click Format  Paragraph  Drop cap.

Type a letter.

Add a drop cap to an existing paragraph Click at the beginning of a paragraph. Click Format 

Paragraph  Drop cap.

Remove a drop cap

Click before a drop cap. Click the Drop cap style button
on the property bar. In the Style area, click No drop cap.

42 Text formatting

You can also add a drop cap by right-clicking in a document and clicking Drop cap.

You can also remove a drop cap by clicking the Drop cap style picker and clicking the No drop cap style.

Inserting characters and symbols

You can insert characters, such as iconic symbols, phonetic characters, and characters from other alphabets, into
your document.

To insert a character or symbol

1 Click in the document where you want to insert a character or symbol.

2 Click Insert  Symbol.

3 Choose a symbol type or a character set from the Set list box.

4 Choose a symbol from the Symbols list.

5 Click one of the following:

• Insert — inserts the symbol and leaves the Symbols dialog box open

• Insert and close — inserts the symbol and closes the Symbols dialog box

Depending on the font you are using, some WordPerfect characters may not display in the document window.
These characters are represented by a hollow box on your screen; however, they will display and print correctly
if your printer supports graphics.

You can also insert a symbol by clicking the Symbols button on the property bar and clicking a symbol.

You can also insert a character or symbol by pressing Ctrl + W.

Correcting capitalization

You can quickly change a word or selected text to all uppercase or lowercase letters, or to lowercase letters with initial
caps. You can also correct capitalization automatically.

To change capitalization

1 Select the text for which you want to change capitalization.

2 Click Edit  Convert case, and click one of the following:

• Lowercase — changes all letters to lowercase

• Uppercase — changes all letters to uppercase

• Initial capitals — changes only the first letter of each word to uppercase

You can also change the selected text to uppercase or lowercase by pressing Ctrl + K.

To correct capitalization automatically

1 Click Tool s  QuickCorrect™.

2 Click the Format-As-You-Go™ tab.

Part Two: WordPerfect 43

3 In the Sentence corrections area, enable the Capitalize next letter after end-of-sentence punctuation check box.

You can also

Automatically correct two initial capital letters in a sentence Enable the Correct two irregular capitals (make a second

letter lowercase) check box.

Automatically correct Caps lock capitalization Enable the CapsFix check box.

Automatically correct capitalization after a period Click Exceptions. In the Do not capitalize next letter after

this word box, type a word. Click Add entry. Click Close.

Correcting the spacing between words and sentences

WordPerfect lets you correct the spacing between words and sentences. You can delete double spaces between words
in a sentence, and you can convert one space between sentences to two or two spaces to one.

To automatically change double spaces between words to single spaces

1 Click Tool s  QuickCorrect.

2 Click the Format-As-You-Go tab.

3 In the Sentence corrections area, enable the Change two spaces to one space between words check box.

To automatically change the number of spaces between sentences

1 Click Tool s  QuickCorrect.

2 Click the Format-As-You-Go tab.

3 In the End of sentence corrections area, enable one of the following options:

• Change one space to two spaces between sentences

• Change two spaces to one space between sentences

44 Text formatting

Text arrangement

In this chapter:

• “Indenting text” on page 45

• “Justifying text” on page 46

• “Changing the spacing between lines” on page 47

For additional topics, please see “Formatting paragraphs” in the WordPerfect Help.

Indenting text

Indenting arranges text on a page by moving one or more lines to the left or the right of the paragraph margin. You
can indent a line or paragraph manually or you can indent lines or paragraphs using the ruler or automatically.

To move the first line of a paragraph farther to the left than subsequent lines, you can apply a hanging indent. To
indent an entire paragraph one tab stop from both the left and right margins, you can apply a double indent. A
double indent is often used to format lengthy quotations.

To apply a single indent to text

To indent Do the following

A line of text Click at the beginning of a line of text. Press Tab .

A paragraph Click at the beginning of a paragraph. Click Format 

Paragraph  Indent.

The first line of a paragraph using the ruler

The first line of every paragraph automatically Click in a paragraph. Click Format  Paragraph  Format. In

Click in a paragraph. Drag the First line indent marker to
a new position on the ruler.

the First line indent box, type a value to specify the distance
to indent.

To apply a hanging or double indent to text

1 Click at the beginning of a paragraph.

2 Click Format  Paragraph, and click one of the following:

• Hanging indent — indents all but the first line in the paragraph

• Double indent — indents the paragraph equally from both margins

You can also apply a hanging indent by clicking at the beginning of any line in a paragraph, except the first
line, and pressing Ta b.

To remove an indent from text

1 Click at the beginning of a line of text.

2 Press Shift + Ta b.

Part Two: WordPerfect 45

Justifying text

You can justify text in a document. Doing so aligns the text horizontally between the left and right margins of the
page.

To ju s t i f y t e x t

1 Click in a paragraph.

2 Click Format  Justification, and click one of the following:

• Left — aligns text evenly with the left margin

• Right — aligns text evenly with the right margin

• Center — centers text between the right and left margins

• Full — aligns text, excluding the last line, along both the right and left margins

• All — aligns text, including the last line, along both the right and left margins

Justification is applied to all text from the cursor location forward. If you want to apply justification to a word,
line, or paragraph, you must first select the text.

You can also justify text by clicking the Justification picker on the property bar and clicking a justification.

Keeping text together

To keep words together, you can insert a hard space between them. You can also prevent the first and last lines of a
paragraph from being separated from the rest of the paragraph across a page break.

You can also insert a line break to begin a new line without ending the paragraph.

This is an example of text that is not being kept together. The grey text at the top of the left page belongs with text on the

previous page. The grey text at the bottom of the right page belongs with the text on the following page.

To keep words together

1 Click between two words.

2 Click Format  Line  Other codes.

3 Enable the Hard space [HSpace] option.

4 Click Insert.

To keep a paragraph together

1 Click at the beginning of a paragraph.

2 Click Format  Keep text together.

46 Text arrangement

3 In the Widow/Orphan area, enable the Prevent the first and last lines of paragraphs from being separated across

pages check box.

You can also

Keep several lines of text together In the Conditional end of page area, enable the Number of

lines to keep together check box, and type the number of
lines you want to keep together, including any blank lines.

Keep selected text from dividing between pages In the Block protect area, enable the Keep selected text

together on same page check box.

If you keep several consecutive paragraphs together, you must separate each paragraph by at least one soft
or hard return; otherwise, they are treated as one large block of text.

Changing the spacing between lines

The space between lines, or the amount of white space that appears between the bottom of one line and the top of
the next line, is referred to as leading.

This is an example of changing spacing between lines.

You can change the leading by changing the line spacing and changing the line height.

You can also change the spacing between paragraphs. For information, see “Adjusting paragraph spacing” in
the WordPerfect Help.

To adjust the leading

1 Click in a paragraph.

2 Click Format  Typ es et ti ng  Word/Letter spacing.

3 Enable the Adjust leading check box.

4 Type a value in the Between lines box.

A positive value increases the leading; a negative value decreases it.

To change the line spacing

1 Click in a paragraph.

If you want to limit the line spacing change to a specific section of text, select the text.

2 Click Format  Line  Spacing.

3 Type a value in the Spacing box.

Part Two: WordPerfect 47

To change the line height

1 Click in the line of text where you want the line height change to begin.

If you want to limit the line height change to a specific section of text, select the text.

2 Click Format  Line  Height.

3 Enable one of the following options:

• Automatic — defines the line height according to the font being used

• Fixed — lets you specify the height of the line regardless of the font being used

• At least — lets you specify the minimum height of the line

Line height is determined by multiplying the current line height by the number you specify.

48 Text arrangement

Text organization

You can organize text by using bullets, numbers, or outlines.

• Bullets help to differentiate items in a list or add emphasis to selected paragraphs. You can use bullets to mark list
items that have no particular order.

• Numbered lists and outlines help you organize and display information and are used to show the relationship
between ideas.

In this chapter:

• “Bulleted lists” on page 49

• “Numbered lists” on page 50

• “Outlines” on page 51

For additional topics, please see “Using bulleted lists, numbered lists, and outlines” in the WordPerfect Help.

Bulleted lists

You can create a bulleted list in a document. You can also use QuickBullets to create lists as you type.

You can also apply a bullet format to existing text.

To create a bulleted list

1 Click in a document.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Bullets tab.

4 Choose a bullet style from the Bullets list.

5 Click OK.

6 Type text, and press Enter.

Perform this step for each entry in the list.

You can also create a bulleted list by opening the Bullets picker on the toolbar, and clicking a bullet
format.

You can discontinue a bulleted list by pressing Backspace.

To create a bulleted list by using QuickBullets

1 Click in a document.

2 Type a QuickBullet character.

3 Press Ta b.

4 Type the text, and press Enter.

Perform this step for each entry in the list.

To use QuickBullets, they must first be enabled. Click To ol s

 QuickCorrect  Format As-You-Go.

You can discontinue a bulleted list by pressing Backspace.

Part Two: WordPerfect 49

To create a bulleted list from existing text

1 Select the text to which you want to apply the bullet format.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Bullets tab.

4 Choose a bullet style from the Bullets list.

You can also add a bullet to existing text by clicking at the beginning of a line, opening the Bullets picker
on the toolbar, and clicking a bullet format.

You can type body text between list items by pressing Enter twice, and pressing the Up arrow to type on the
line that begins without a bullet.

Numbered lists

You can create a numbered list in a document. You can also use QuickNumbers to create lists as you type.

You can number existing text. You can also renumber an existing numbered list.

To create a numbered list

1 Click in a document.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Numbers tab.

4 Choose a number style from the Numbers list.

5 Click OK.

6 Type text, and press Enter.

Perform this step for each entry in the list.

You can also create a numbered list by opening the Numbers picker on the toolbar and clicking a
numbering format.

You can discontinue a numbered list by pressing Backspace.

To create a numbered list by using QuickNumbers

1 At the beginning of a new line, type a number followed by a closing parenthesis or hyphen.

2 Press Ta b.

3 Type the text for the first list item, and press Enter.

For a paragraph, let the text wrap at the end of the line instead of inserting a hard return.

Perform this step for each entry in the list.

4 Press Backspace.

To use QuickNumbers, you must enable QuickBullets. Click Too ls

You can discontinue a numbered list by pressing Backspace.

50 Text organization

 QuickCorrect  Format As-You-Go.

To number existing text

1 Select the text you want to number.

2 Open the Numbering picker on the toolbar, and click a numbering format.

To renumber a list

1 Click in a list or outline.

2 Click the Set paragraph number button on the property bar.

3 Type the new number in the Paragraph number box.

The number changes, and all numbers following it are renumbered accordingly.

You can also renumber paragraphs by pressing Ctrl + Shift + F5.

If the numbering you want to change is indented from the left margin, type “?” for each indentation level in
the Paragraph number box before you type the new number.

Outlines

You can apply different levels to text by creating an outline.

To create an outline

1 Click in a document.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Tex t tab.

4 From the Te xt list, choose an option.

5 Click OK.

6 Type text, and press Enter.

You can send an outline to Presentations for use in slide show by playing the wp_pr.wcm macro. Click Too ls
Macro

 Play, and double-click wp_pr.wcm. For information about macros, see “Playing macros” on page 811.

To change the level of a list item

1 Click in the text of an item.

2 Click one of the following buttons on the property bar:

• Promote — moves the item to a higher level (less indented)

• Demote — moves the item to a lower level (more indented)

To change the order of a list item

1 Select the text whose order you want to change.

2 Click one of the following buttons on the property bar:



• Move up — moves the item up one position on the list

• Move down — moves the item down one position on the list

Part Two: WordPerfect 51

You can also change the order of a list item by clicking the Show icons button on the property bar, and
dragging the symbol for the item up or down.

To add a list or outline within another list

1 Click in a list or outline.

2 Press Enter.

3 Press Backspace.

4 Click Insert  Outline/Bullets & numbering.

5 Click one of the following tabs:

• Numbers — lets you add a numbered list

• Bullets — lets you add a bulleted list

6 Choose a style from the list.

7 Enable the Insert new outline/List within current outline/List option.

8 Click OK.

9 Type t ext.

T

To change a bulleted list to a numbered list

1 Click in a bulleted list.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Numbers tab.

4 Choose a style from the Numbers list.

5 Enable the Apply selected layout to current outline/List option.

To change a numbered list to a bulleted list

1 Click in a numbered list.

2 Click Insert  Outline/Bullets & numbering.

3 Click the Bullets tab.

4 Choose a style from the Bullets list.

5 Enable the Apply selected layout to current outline/List option.

52 Text organization

Graphics

In this chapter:

• “Inserting graphics” on page 53

• “Sizing graphics” on page 54

• “Arranging graphics” on page 54

• “Working with color” on page 55

For additional topics, please see “Working with graphics” in the WordPerfect Help.

Inserting graphics

You can insert clipart images into a WordPerfect document, such as those included with WordPerfect. Clipart images
are images that can be brought into a WordPerfect document and edited or used as is. You can also insert pictures
from the WordPerfect Office disc.

You can link to an image on disk. When you link to an image on disk, the location of the image, not the image itself
is inserted into the document. This way, you can considerably reduce the size of the file, especially if the image is used
in several places throughout the document.

To insert a clipart image

1 Click where you want to insert an image.

2 Click Insert  Graphics/Pictures  Clipart.

The Scrapbook™ opens.

3 Browse through the folders in the Scrapbook until you find the image you want to insert.

4 Select the clipart image.

5 Click Insert.

You can also insert a clipart image by dragging the image from the Scrapbook into a document.

To insert a picture from the WordPerfect Office disc

1 Insert the WordPerfect Office disc into your disc drive.

2 Click where you want to insert a picture.

3 Click Insert  Graphics/Pictures  From file.

4 Choose the drive and folder where the file is stored.

Pictures have a .jpg filename extension.

5 Double-click a filename.

You can also insert a picture by dragging. Enable the Shadow cursor by clicking the Shadow cursor icon on
the application bar, drag across the area of the document in which you want the picture, and click Image from
file in the QuickMenu™.

You can preview a picture before you insert it by clicking Toggle preview , and clicking the picture filename.

Part Two: WordPerfect 53

To link to an image on disk

1 Click where you want to insert a link to an image.

2 Click Insert  Graphics/Pictures  From file.

3 Choose the drive and folder where the file is stored.

4 Click the image you want to link to the document.

5 Enable the Image on disk check box.

6 Click Insert.

If you want to display the name of the image file, right-click the image, and click Content.

You can link to images copied from the Scrapbook by saving them to your hard disk.

Sizing graphics

You can size a graphic by dragging its handles.

To size a graphic

1 Select a graphic.

2 Drag a corner handle until the graphic is the size you want.

You can also

Stretch a graphic Drag a side handle until you achieve the effect you want.

Size a graphic proportionally Hold down Shift, and drag a handle.

Arranging graphics

When two or more graphics overlap in a document, you can arrange their order by moving them in front of or behind
the others in the stack. You can also move graphics behind text (like a watermark) or in front of text (like a sticky note).
You can also select a graphic that is over or under another graphic.

You can group graphics so that they remain together when they are moved, sized, or edited.

You can also align and distribute graphics. For information, please see “Aligning and distributing graphics” in the
WordPerfect Help.

To move a graphic by using the keyboard

1 Select a graphic.

2 Press any of the Arrow keys to move the graphic in the direction you want.

To reorder overlapping graphics

1 Right-click a graphic.

2 Click Order, and click one of the following:

• To front — moves a graphic in front of the overlapping graphics

54 Graphics

• To bac k — moves a graphic behind the overlapping graphics

• Forward one — moves a graphic forward one layer

• Back one — moves a graphic back one layer

You can also reorder overlapping graphics by selecting a graphic, and clicking the Object(s) forward one
button or the Object(s) back one button on the property bar.

To move a graphic behind or in front of text

1 Select a graphic.

2 Click the Graphics picker on the property bar, and click one of the following:

• In front of text — moves the selected graphic in front of the text

• Behind text — moves the selected graphic behind the text

To navigate between graphics

1 Select a graphic.

2 On the property bar, click one of the following:

• Next box — selects the next graphic box that displays in the document

• Previous box — selects the previous graphic box that displays in the document

To group graphics

1 Hold down Shift, and click the graphics you want to group.

2 Right-click one of the selected graphics, and click Group.

You can separate grouped graphics by right-clicking grouped graphics, and clicking Separate.

Working with color

You can create colors to use when working with fonts, highlighting, and graphics in WordPerfect. You can also use
color models to create colors. Three color models are available: RGB, HLS, and CMYK. WordPerfect lets you preview
color changes to a selection before the changes actually take place, and then apply the colors you created to graphics.

To create a color by using color models

1 Click Format  Font.

2 Click the Font tab.

3 Open the Color picker, and click More.

4 Choose a color model from the Color model list box.

5 In the Color values area, type values in the boxes until the color you want displays in the Current color box.

The color model you select determines the options available in the Color values boxes.

Part Two: WordPerfect 55

To preview color changes

1 Select a graphic.

2 On the property bar, click one of the following buttons:

• Foreground color — lets you change the foreground color of a shape

• Background color — lets you change the background color of a shape

• Shadow color — lets you change the color of a drop shadow

• Outline color — lets you change the color of a graphics line

3 Point to a color on the color palette.

When you pause on a color, a preview of the graphic in that color displays on the page.

If you want to apply the color to the graphic, click the color.

Corel RealTime Preview is enabled by default. For more information about Corel RealTime Preview see,
“Modifying font settings” on page 333.

56 Graphics

Editing basics

In this chapter:

• “Cutting, copying, and pasting text and graphics” on page 57

• “Moving text and graphics” on page 58

• “Undoing, redoing, and repeating actions” on page 58

• “Adding, editing, and deleting comments” on page 59

You can also apply comments and digital signatures to documents. For information, see “Editing basics” in
the WordPerfect Help.

Cutting, copying, and pasting text and graphics

You can cut or copy text or graphics and paste them to a new location in a document.

When you cut or copy information, it is stored on the Clipboard. You can paste it in the active document, in another
document, or in another application.

You can also choose a specific format when you paste information from the Clipboard into WordPerfect.

To cut, copy, and paste text and graphics

To Do the following

Copy text or graphics to the Clipboard Select the text or graphic, and click Edit  Copy.

Cut text or graphics and move to the Clipboard Select the text or graphic, and click Edit  Cut.

Paste text or graphics in a document Click where you want to insert the text or graphic, and click

Edit  Paste.

Add a selection to the current Clipboard contents Select the text to add to the Clipboard, and click Edit 

Append.

You can also copy, cut, or paste text or graphics by clicking Copy , Cut , or Paste on the toolbar.

You can link copied content to a document by enabling the Paste link option. The changes you make to the
linked content in the active file are reflected in the original file. The changes made to the original file also
appear in the active file.

To paste Clipboard contents in a specified format

1 Select the text or graphic.

2 Click Edit, and click one of the following:

• Copy

• Cut

3 Click Edit  Paste special.

4 Enable the Paste option.

5 Choose a format from the As list.

Part Two: WordPerfect 57

You can paste text without its formatting by pressing Ctrl + Alt + V. This technique is particularly useful for
pasting text copied from a Web browser.

Moving text and graphics

You can move text and graphics by dragging them within a document or between documents.

To move text or graphics by dragging within a document

• Select a text or graphic, and drag it to a new position.

To move text or graphics by dragging to another document

1 Click Window, and click one of the following:

• Tile top to bottom — arranges the windows so that the documents are displayed above or below one another

• Tile side by side — arranges the windows so that the documents are displayed side by side

2 Select the text or graphic, and drag it to the other document.

Undoing, redoing, and repeating actions

WordPerfect lets you undo actions one at a time, or undo a series of actions all at once. You can undo changes made
to text, graphics, or tables. However, some actions, such as scrolling or saving a document, cannot be reversed. You
can redo actions that you have undone. You can also repeat actions.

To undo actions

To Do the following

Undo the last action you performed Click Edit  Undo.

Undo a series of actions Click Edit  Undo/Redo history, choose an action from the

Undo list, and click Undo.

Set the number of Undo levels Click Edit  Undo/Redo history, click Options, and type a

value in the Number of undo/redo items box.

Save Undo and Redo items with a document Click Edit  Undo/Redo history, click Options, and enable

the Save undo/Redo items with document check box.

The maximum number of Undo levels is 300.

If the Undo/Redo history has not been saved with the document, you can undo and redo changes that have
been made since the document was last saved.

You can undo an action by clicking the Undo button on the toolbar.

You can undo a series of actions by clicking the drop-down arrow beside the Undo button on the toolbar.

58 Editing basics

To redo actions

To Do the following

Redo an action that was just undone Click Edit  Redo.

Redo a series of actions Click Edit  Undo/Redo history, choose an action from the

Redo list, and click Redo.

You can redo an action by clicking the Redo button on the toolbar.

You can redo a series of actions by clicking the drop-down arrow beside the Redo button on the toolbar.

To repeat an action

1 Click Edit  Repeat next action.

2 Type a value in the Number of times to repeat next action box.

To set this value as the default whenever you use repeat, click Use as default.

Adding, editing, and deleting comments

You can add comments to document text, footnotes, endnotes, and outlines. Comments exist outside the main
document body and can contain text and formatting, such as font style, justification, margins, tabs, and color. For
more information about formatting text, see “Formatting text” on page 171. In addition, you can edit and delete
comments.

To add a comment

1 Click in the document where you want the comment to appear.

2 Click Insert  Comment  Create.

3 Type the comment text.

4 Click File  Close to return to the main document.

When you return to the main document, a comment icon is displayed in the left margin next to line where the
comment is inserted. In Draft view, comments appear as shaded text within the document.

When publishing to HTML, you can include the comments that you inserted in a document. For more
information about publishing comments to HTML, see “To publish to HTML” on page 759.

To ed i t a co m m e n t

1 Click in the line where the comment is inserted.

2 Click Insert  Comment  Edit.

If you prefer, you can right-click the comment icon and click Edit.

3 Edit the comment.

4 Click one of the following to edit other comments in the document:

• Next

Part Two: WordPerfect 59

• Previous

5 Click File  Close to return to the main document.

To de l e t e a c o m m e n t

• Right-click a comment or comment icon, and click Delete.

60 Editing basics

Find and Replace

In this chapter:

• “Finding and replacing text” on page 61

• “Finding and replacing formatting codes” on page 63

Finding and replacing text

WordPerfect lets you find and replace text. You can search for words, phrases, or individual characters in a
document. Once the text is found, you can replace some or all occurrences of the text with other text, or you can
delete the text. You can also create a list of find-and-replace items and commit them all at once.

You can search for text that is displayed in a specific font or case. You can also highlight, and advance through, each
instance of a word or phrase in a document.

You can also find and replace forms of a word. For example, you can replace forms of the word “entry” with the word
“insertion.” Therefore, if the plural form, “entries,” is found, it is replaced with the word “insertions.” Furthermore,
you can search for occurrences of words that are whole words, and not part of a larger word. For example, if you do
a default search for the word “sum,” you will find “sum,” “summer,” and “summit.” If you do a whole-word search
for the word “sum,” you will find only occurrences of the word “sum.”

You can also find and replace text in all WPD or WPT files in a folder.

To find and replace text

1 Click Edit  Find and replace.

2 In the Find box, type the text you want to search for.

3 Type the replacement text in the Replace with box.

4 Click one of the following:

• Find next — finds the next occurrence of the search text

• Find prev — finds the previous occurrence of the search text

• Replace — finds and replaces the next occurrence of the search text

• Replace all — finds and replaces all occurrences of the search text

You can delete all occurrences of a text string by typing the text you want to delete in the Find box and leaving
the Replace with box empty.

You can search for a word or phrase you searched for previously by choosing the word or phrase from the Find
list box.

To find and replace a list of words or phrases

1 On the Workflow macros toolbar, click the Multiple find and replace button.

2 In the Find box, type the text you want to search for.

3 Type the replacement text in the Replace with box.

4 Click Add.

Part Two: WordPerfect 61

5 Repeat steps 2 through 4 for each word or phrase you want to replace.

If the Workflow macros toolbar is not displayed, click View

 Toolbars, and enable the Workflow macros check

box.

To find text in a specific font

1 Click Edit  Find and replace.

2 In the Find box, type the text you want to find.

3 Click Match  Font.

4 Enable the Font check box.

5 Choose a font from the Font list box.

You can also

Search for a font style Choose a font style from the Font style list box.

Search for a specific point size Enable the Point size check box. Type a point size in the

Point size box.

Search for specific font attributes In the Attributes area, enable one or more of the attribute

check boxes.

To find and highlight text

1 On the Workflow macros toolbar, click the Highlight find and replace button.

2 In the Find box, type the text you want to find.

You can scroll through the highlighted text by clicking Previous and Next.

You can also count a specific word in a document. For more information, see “To count a specific word or
phrase” on page 120.

If the Workflow macros toolbar is not displayed, click View

 Toolbars, and enable the Workflow macros check

box.

To find and replace case-specific text

1 Click Edit  Find and replace.

2 Click Match  Case.

To find and replace a form of a word

1 Click Edit  Find and replace.

2 Click Type  Word forms.

To find and replace a whole word

1 Click Edit  Find and replace.

2 Click Match  Whole word.

62 Find and Replace

To find and replace text in all WPD and WPT files in a folder

1 Click Tool s  Macro  Play, and double-click ReplaceInFolder.

2 Click the Browse button, and navigate to the folder where the WPD or WPT files are stored.

3 Enable one or more of the following check boxes:

• WPD — to find and replace text in all WordPerfect documents in the folder

• WPT — to find and replace text in all WordPerfect templates in the folder

4 In the Find box, type the text you want to search for.

5 Type the replacement text in the Replace with box.

6 Repeat steps 2 through 5 for each word or phrase you want to replace.

You can also

Find and replace occurrences of a word that are not part of
larger words

Include headers, footers, and other substructures, such as
endnotes and equations in the find-and-replace process

Find and replace only case-specific occurrences of a word
or phrase

Make the changes in a new version of the file, leaving the
original file unchanged

If the Workflow macros toolbar is not displayed, click View

Enable the Whole words check box.

Enable the Whole words check box.

Enable the Case sensitive check box.

Enable the Do not overwrite original (Append number to
end of filename) check box.

 Toolbars, and enable the Workflow macros check

box.

Finding and replacing formatting codes

You can search for and replace codes in a document. For example, if you search for a font size code, all font size codes
are found.

You can also search for specific codes, such as a specific font size.

To find and replace codes, you must first enable Reveal Codes.

Sample Code Represents

Bot mar Bottom margin

Font Font

Font size Font size

HAdv Horizontal advance

Just Justification

Lft Mar Left margin

Lft Mar Adj Left margin adjustment

Ln Spacing Line spacing

Part Two: WordPerfect 63

Sample Code Represents

Ovrstk Overstrike

Rgt Mar Right margin

Rgt Mar Adj Right margin adjustment

Style Document style

Top M a r Top marg i n

VAdv Vertical advance

To find and replace a general formatting code

1 Click Edit  Find and replace.

2 Click Match  Codes.

To choose a merge code, enable the Display merge codes only check box.

3 Choose a code from the Find codes list box.

4 Click Insert.

5 In the Find and replace dialog box, click in the Replace with box.

6 In the Codes dialog box, choose a replacement code from the Replace codes list box.

7 Click Insert and close.

8 Click one of the following:

• Find next — finds the next occurrence of the code

• Find prev — finds the previous occurrence of the code

• Replace — finds and replaces the next occurrence of the code

• Replace all — finds and replaces all occurrences of the code

To find and replace a specific formatting code

1 Click Edit  Find and replace.

2 Click Type  Specific codes.

3 Choose a code from the Find codes list box.

4 Type values in the following boxes:

• Find

• Replace with

64 Find and Replace

Styles

A style is a collection of formatting attributes that you can apply to text or graphics.

WordPerfect provides several preset styles ready for use. You can also create your own styles.

In this chapter:

• “Using text styles” on page 65

• “Using graphics styles” on page 67

For information about list styles, variables, graphics boxes, and graphics lines, see “Working with styles” in
the WordPerfect Help.

Using text styles

You can create text styles. Text styles are collections of formatting attributes that you can apply to selected text,
paragraphs, or the entire document. Text styles you create are saved with the active document. You can create a
QuickStyle for text. QuickStyles are styles created based on the formatting in effect at the cursor location. You can
also create a QuickStyle for a paragraph.

Formatting text with styles ensures consistent formatting throughout a document. Whenever you change the
formatting in a style, you change the appearance of all text that uses that style.

You can save a text style. You can also specify where to save text styles. When you save a text style, you can associate
it with a specific template or with the active document only, or you can save it as a separate file. Saving a text style as
a separate file is useful if you plan to use the style with a different template or on a different computer.

You can apply a style to text in a document.

You can edit a text style.

To create a text style

1 Click Format  Styles.

2 Click Create.

3 In the Styles editor dialog box, type a name for the style in the Style name box.

You can create style names that contain up to 12 characters.

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

5 Choose a style from the Ty pe list box.

6 Using the Styles editor toolbar and menu bar, apply any style attributes.

If you want to define what function the Enter key performs when the style is applied, choose a style from the Enter
key inserts style list box.

If you want to display the codes that take effect when a style ends, enable the Show ‘off codes’ check box.

You can also

Delete a text style Click Format  Styles, choose a style from the Available

styles list, and click Options  Delete.

Part Two: WordPerfect 65

Give each style a unique name; otherwise, when you combine documents that contain a style with the same
name, one style is used and the other deleted in the new document.

The Reveal Codes check box is enabled by default and displays the codes for the style attributes in the Contents
box.

You can also define the style attributes by typing codes or text in the Contents box in the Styles editor dialog
box.

To create a QuickStyle

1 Select the text or paragraph for which you want to create a QuickStyle.

2 Click Format  Styles.

3 Click QuickStyle.

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

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

6 Enable one of the following options:

• Character with automatic update — creates a QuickStyle for characters

• Paragraph with automatic update — creates a QuickStyle for paragraphs

To sa v e a t e xt s t y l e

1 Click Format  Styles.

2 Click Options  Save as.

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

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

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

• User styles — includes only the styles you have created

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

5 Click Options  Settings.

6 In the Save new styles to area, enable one of the following options:

• Current document — associates the style with the active document

• Default template — associates the style with the default template

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

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

To apply a text style

1 Click Format  Styles.

2 Choose a style from the Available styles list.

3 Click Insert.

4 Type the text in the document.

66 Styles

5 Press Enter.

6 Press Backspace.

To ed i t a t e x t s t y l e

1 Click Format  Styles.

2 Choose a style from the Available styles list box.

3 Click Edit.

4 In the Styles editor dialog box, use the Styles editor toolbar and menus to apply any style attributes.

If you want to define what function the Enter key performs when the style is applied, choose a style from the Enter
key inserts style list.

If you want to display the codes that take effect when a style ends, enable the Show ‘off codes’ check box.

Using graphics styles

You can use the preset styles included with WordPerfect or you can create your own styles.

You can create graphics styles for boxes, borders, fills, and lines. You can save a graphics style. Saving graphics styles
lets you use them again in other documents or templates.

You can delete a graphics style that you have created, but you cannot delete one of the preset graphics styles provided
with WordPerfect.

You can edit a graphics style to apply different formatting. When you edit a graphics style, all graphics boxes, borders,
fills, and lines formatted with that style are updated.

To create a graphics style

1 Click Format  Graphics styles.

2 Enable one of the following options:

• Box

• Border

• Fill

• Line

3 Click Create.

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

5 Change the attributes of the graphics style.

To save a graphics style

1 Click Format  Graphics styles, and enable one of the following options:

• Box

• Border

• Fill

• Line

Part Two: WordPerfect 67

2 Click Options  Save as, and type a name for the style in the Filename box.

The file is saved to the default template folder, as specified in Tool s
saves the styles where your user files are stored.

To delete a graphics style

1 Click Format  Graphics styles.

2 Enable one of the following options:

• Box

• Border

• Fill

• Line

3 Choose a style from the Styles list.

4 Click Options  Delete.

To edit a graphics style

1 Click Format  Graphics styles.

2 Enable one of the following options:

• Box

• Border

• Fill

• Line

3 Choose a style from the Styles list.

4 Click Edit.

5 Change the attributes of the graphics style.

 Settings. If none is specified, WordPerfect

68 Styles

Page margins

WordPerfect lets you set margins using various methods.

You can set margins by using guidelines. Guidelines are vertical or horizontal dotted lines that are displayed on pages.

You can also set margins by using exact measurements or the ruler.

All margin settings affect the current page and subsequent pages until you change them.

To set the margins by using the margin guidelines

1 Click View  Guidelines.

2 Enable the Margins check box.

3 Point to one of the following guidelines:

• left vertical dotted guideline

• right vertical dotted guideline

• upper horizontal dotted guideline

• lower horizontal dotted guideline

The pointer changes to a double-sided arrow.

4 Drag the guideline to a new position.

To set the margins by using exact measurements

1 Click in the document where you want the margin changes to start.

2 Click Format  Margins.

3 Click the Page setup tab.

4 In the Document margins area, type values in any of the following boxes:

• Left — lets you specify where the left margin starts

• Right — lets you specify where the right margin starts

• Top — lets you specify where the top margin starts

• Bottom — lets you specify where the bottom margin starts

You can also

Set all margins to the last margin value edited In the Document margins area, click Equal.

Set all margins to the minimum size allowed by the current
printer

You can also set margins by clicking File

 Page setup.

In the Document margins area, click Minimum.

To set the margins by using the ruler

1 Point to the Margin marker to the left or right of the ruler.

The pointer changes to a double-sided arrow.

2 Drag the Margin marker to a new location on the ruler.

Part Two: WordPerfect 69

Page size and orientation

When creating documents, you can choose the size and orientation of pages. The page size and orientation determine
how a printer formats and prints pages. You can choose from preset page sizes, or you can create your own.

In this chapter:

• “Preset page sizes” on page 70

• “Page orientation” on page 70

• “Custom page sizes” on page 71

Preset page sizes

You can select preset page sizes.

To select a preset page size

1 Click File  Page setup.

2 Click the Page setup tab.

3 From the Page definition list box, choose one of the following:

• Printer page types — lists all page size options for installed printers

• Standard page types — lists all page size options for most printers

4 Choose a page definition from the Page definition list.

5 In the Page definition applies to area, enable one of the following options:

• Current and following pages — applies the page definitions to the current and following pages

• Current page only — applies the page definitions to the current page only

Page orientation

You can specify page orientation.

To specify page orientation

1 Click File  Page setup.

2 Click the Page setup tab.

3 In the Orientation area, enable one of the following options:

• Portrait — prints the document on pages that have greater length than width

• Landscape — prints the document on pages that have greater width than height

70 Page size and orientation

Custom page sizes

You can create a custom page size from scratch, or you can modify a preset page size. When you create a custom
page size, it is added to the printer’s page size selection as a preset. Therefore, you can apply the custom size to more
than one document. If you no longer require the custom or modified page sizes, you can delete the page size or
restore the default page sizes.

In addition, you can divide a physical page into several logical pages. Dividing pages is useful when you want to
create small documents, such as pamphlets, raffle tickets, or business cards.

This is an example of how you can divide pages.

To create a custom page size

1 Click File  Page setup.

2 Click the Page setup tab.

3 Click Add.

4 In the Add new form dialog box, type a name for the new page size in the Name box.

5 Choose a predefined paper type from the Ty pe list box.

6 Choose a predefined paper size from the Size list box.

If you want to create a page size definition from a nonstandard paper size, choose User defined size from the Size
list box.

7 Type values in the following boxes:

• Width

• Height

8 Choose a paper source from the Source list box.

The paper source is not saved as part of the document. It must be redefined for each document.

All printers have a nonprintable zone. If information is formatted to print in this area, it will not print. To shift
information out of the nonprintable zone, you must specify printing adjustments.

To modify a preset page size

1 Click File  Page setup.

2 Click the Page setup tab.

3 Choose a page definition from the Page definition list.

4 Click Edit.

5 Modify any of the settings.

Part Two: WordPerfect 71

To delete a page size

1 Click File  Page setup.

2 Click the Page setup tab.

3 From the Page definition list box, choose one of the following:

• Printer page types — lists all page size options for installed printers

• Standard page types — lists all page size options for most printers

4 Choose a page definition from the Page definition list box.

5 Click Delete.

When you delete a page size definition, you can no longer use that definition; a document can print with a
similar page definition, but it may not be an exact match.

To restore default page sizes

1 Click File  Page setup.

2 Click the Page setup tab.

3 From the Page definition list box, choose one of the following:

• Printer page types — lists all page size options for installed printers

• Standard page types — lists all page size options for most printers

4 Click Restore.

To divide a page

1 Click File  Page setup.

2 Click the Layout tab.

3 In the Divide pages area, type a value in one of the following boxes:

• Columns — lets you divide a page into a specified number of columns

• Rows — lets you divide a page into a specified number of rows

72 Page size and orientation

Page flow

You can start a new page at any point in a document. You can make selected text or all text in a document fit a specific
number of pages.

You can change the text flow in a document by using hard or soft returns. You can start a new line manually by
inserting a hard return. A soft return wraps text to the next line and is inserted automatically by WordPerfect when
the line extends beyond the right margin.

To force a new page

1 Click where you want to start a new page.

2 Click Insert  New page.

In draft view, a new page break is displayed as a double line.

You can also force a new page by pressing Ctrl + Enter.

To make text fit a specific number of pages

1 Click in a document.

2 Click Format  Make It Fit™.

3 Type a value in the Desired number of pages box.

The number of pages you set must be within 50 percent of the document’s current page count.

4 In the Items to adjust area, enable any of the following check boxes:

• Left margin

• Right margin

• Top margin

• Bottom margin

• Font size

• Line spacing

5 Click Make it fit.

To make only a certain block of text fit, select the text.

To insert a hard return

• At the end of a line or paragraph, press Enter.

A hard return displays as an [HRt] code in the Reveal Codes window.

You can also view hard returns by clicking View

 Show ¶.

To insert a soft return

• As you type, WordPerfect automatically inserts a soft return at the end of each line.

A soft return displays as an [SRt] code in the Reveal Codes window.

Part Two: WordPerfect 73

Page columns

You can use columns to divide text vertically on a page. You can use four types of columns in documents: newspaper,
balanced newspaper, parallel, and parallel with block protect.

You can add columns to documents to create newsletters, glossaries, scripts, or inventory lists. You can discontinue
columns when they are complete. You can also delete columns and quickly move through columns.

You can change the appearance of columns by inserting a vertical line between the columns. This creates a visual
separation between the columns.

Newspaper columns

Text in newspaper columns flows down the column to the bottom of a page or column break and starts again at the
top of the next column.

Balanced newspaper columns

Balanced newspaper columns are similar to regular newspaper columns, but each column is adjusted on the page so
that all columns are equal in length.

These are examples of pages with columns. The left page displays newspaper columns. The right page displays balanced

newspaper columns.

Parallel columns

The parallel column text is grouped across the page in a row. The next row starts below the longest column of the
previous row. Parallel columns are useful for resumes, scripts, charts, inventory lists, or lists where columns span
multiple pages.

This is an example of parallel columns.

74 Page columns

Parallel columns with block protect

Parallel columns with block protect keep each row of columns together. If a column in one row becomes so long that
it moves across a page break, the entire row moves to the next page.

This is an example of parallel columns with block protect.

To create columns

1 Click a page.

2 Click Format  Columns.

3 Type a value in the Number of columns box.

4 In the Type o f c olumn s area, enable one of the following options:

• Newspaper — makes text flow down a column to the bottom of a page or column break and continues it at the

top of the next column

• Balanced newspaper — adjusts newspaper columns so that columns are of equal length

• Parallel — groups columns across the page in rows, and starts subsequent rows below the longest column of

the previous row

• Parallel w/block protect — keeps all rows of the columns together across page breaks

You can also apply columns to a page by clicking the Columns button on the toolbar.

To discontinue columns

1 Click where you want columns to discontinue.

2 Click Format  Columns.

3 Click Discontinue.

Press Ctrl + Enter to end one column and start the next column.

To delete all columns

1 Click in the top-left corner of the first column.

2 Click Format  Columns.

3 Click Discontinue.

You can also delete columns by dragging the [Col Def] code out of the Reveal Codes window.

Part Two: WordPerfect 75

To navigate columns

To m ov e t o P r e s s

The top of a column Alt + Home

The last line of a column Alt + End

The previous column Alt + Left Arrow

The next column Alt + Right Arrow

To insert a vertical line between columns

1 Select a column.

2 Click Format  Columns.

3 Click Border/Fill.

4 In the Column border/fill dialog box, click the Border tab.

5 Choose Column between from the Available border styles list.

If you want to apply the vertical line only to a selected column group, enable the Apply border to current column
group only check box.

76 Page columns

Page numbering

In this chapter:

• “Numbering pages” on page 77

• “Changing the appearance of page numbers” on page 78

• “Forcing, suppressing, and stopping page numbers” on page 79

• “Numbering paragraphs” on page 79

• “Numbering lines in a document” on page 80

For additional topics, please see “Numbering the parts of a document” in the WordPerfect Help.

Numbering pages

WordPerfect allows you to insert page numbers in a document and to choose where to position page numbers on a
page. When you begin page numbering, you can also specify which number to begin with. For example, you may
want the first page of a document to be labeled page 3 instead of page 1.

These are examples of various page numbering options: (top left) no page number, (top right) page number in the bottom-right

corner, (bottom left) page number at the bottom center, and (bottom right) page number in the top-right corner.

You can also insert secondary page numbers, which allow you to start a new page numbering scheme in a document.
For example, suppose you are creating a document in WordPerfect, but in the middle of the document, you need to
add maps that were not created in WordPerfect. The WordPerfect document is 10 pages, but the maps need to be
added as pages 7 and 8. To accomplish this, you can start page numbering at 1 at the beginning of the document
and insert a secondary page number, number 9, on the document’s page 7. This would allow for the addition of the
maps without disrupting the page numbering.

To insert page numbers

1 Click Format  Page  Numbering.

2 From the Position list box, choose a position for the page numbers.

3 From the Page numbering format list, choose a format for the page numbers.

To specify an alternate starting page

1 Click Format  Page  Numbering.

2 Click Set value.

3 In the Values dialog box, click the Page tab.

4 Type a new page number in the Set page number box.

Part Two: WordPerfect 77

5 Enable one of the following options:

• Always keep number the same — ensures that the number remains the same when the document is edited

• Let number change as pages are added or deleted — lets the number change as the document is edited

When you merge a multiple-page form document, you can restart the page numbering for each merged record
by enabling the Always keep number the same option.

To insert a secondary page number

1 Click Format  Page  Insert page number.

2 Choose Secondary page from the list.

3 Click Value/Adjust.

4 In the Values dialog box, click the Secondary tab.

5 Choose a numbering format from the Secondary page number method list box.

6 Type a value in the Set secondary page number box.

7 Click Insert.

Changing the appearance of page numbers

You can change the font size and style, which includes attributes, such as bold or italic, of page numbers.

To change the font attributes of page numbers

1 On a page, click where you want the font change to begin.

2 Click Format  Page  Numbering.

3 Click Font.

4 In the Page numbering font dialog box, choose a font from the Face list.

5 Choose a font size from the Size list box.

You can also

Change page number style In the Appearance area, enable one or more check boxes.

Change page number color Open the color picker, and click a color.

Change page number shading Type a value in the Shading box.

78 Page numbering

Forcing, suppressing, and stopping page numbers

By forcing a page number, you can insert a new page or make sure that a certain page in a document always has an
odd or even page number.

In addition, you can suppress page numbering on one page in a document. You can also stop the page numbers so
that they are removed from the entire document.

To force a page number

1 Click on the page where you want to force a page number.

2 Click Format  Page  Force page.

3 Enable one of the following options:

• None — numbers the page sequentially in the document. This is the default setting.

• Current page odd — inserts a blank page when necessary to make sure the current page always has an odd page

number

• Current page even — inserts a blank page when necessary to make sure the current page always has an even

page number

• Start new page — inserts a new page

To suppress a page number

1 Click Format  Page  Suppress.

2 Enable the Page numbering check box.

To stop page numbering

1 Click Format  Page  Numbering.

2 Choose No page numbering from the Position list box.

Numbering paragraphs

You can insert paragraph numbers in a document.

To number a paragraph

1 Click where you want to insert the paragraph number.

2 Click Format  Paragraph  Paragraph numbering.

3 Type a level number in the Outline level box.

4 Type a starting number in the Start value box.

5 Choose a numbering format from the Number type list box.

If you want to specify that numbers update automatically if a paragraph is added or deleted, enable the
Automatic check box.

Part Two: WordPerfect 79

Numbering lines in a document

You can number the lines in a document, including newspaper columns. When you number lines, you can specify the
numbering method and the starting line.

To number lines in a document

1 Click in a paragraph.

2 Click Format  Line  Numbering.

3 Enable the Turn line numbering on check box.

You can also

Choose a numbering method Choose a numbering method from the Numbering method

list box.

Set the starting line Type a number in the Starting line number box.

Set the first printed line Type a number in the First printed line number box.

Specify which line numbers to print Type a number in the Numbering interval box.

Include blank lines when numbering Enable the Count blank lines check box.

Restart line numbers on each page Enable the Restart numbering on each page check box.

Line numbering begins with the first line of the paragraph in which the cursor is positioned.

The line numbering settings you choose are displayed in the preview window in the bottom-right corner of the
Line numbering dialog box.

80 Page numbering

Headers and footers

You can use headers and footers to display information such as titles, page numbers, dates, times, and document
names.

In this chapter:

• “Creating and viewing headers and footers” on page 81

• “Editing headers and footers” on page 82

Creating and viewing headers and footers

You can create headers and footers in a document. You can also view headers and footers in page view or two pages
view.

To create a header or footer

1 Click Insert  Header/Footer.

2 Enable one of the following options:

• Header A

• Header B

• Footer A

• Footer B

If you want to align the header or footer with the document margins, enable the Align with document margins
check box.

3 Click Create.

4 Type the header or footer text.

You can use two different headers and two different footers on any page in a document; however, only two
headers and two footers can be created on one page.

To view a header or footer

• Click View, and click one of the following:

• Page

• Two pages

Headers and footers do not display in draft view. If you want to view a header or footer, the document must
be open in Page or Tw o pa ge s view.

Part Two: WordPerfect 81

Editing headers and footers

WordPerfect lets you edit the text in headers and footers. You can also adjust the distance below a header or above
a footer. You can suppress headers and footers so that they do not display on a page and do not print. Discontinuing
a header or footer removes it from the remainder of the document.

You can also place a header or footer on odd or even pages of a document.

To edit the text in a header or footer

1 Click Insert  Header/Footer, and enable the header or footer.

2 Click Edit.

3 Make any changes to the text.

4 Click File  Close.

If the document is displayed in Page view or Tw o pa g es view, you can also edit the header or footer by clicking
anywhere inside the header or footer.

To adjust the distance below a header or above a footer

1 Click the Header/Footer distance button on the Header/Footer toolbar.

2 Type a value in the Distance between text and header/footer box.

To suppress a header or footer

• Click Format  Page  Suppress, and enable the header or footer.

To discontinue a header or footer

1 Click Insert  Header/Footer, and enable the header or footer.

2 Click Discontinue.

You can also remove a header or footer from a document by dragging its associated code from the Reveal
Codes window.

To place a header or footer on odd or even pages

1 Click Insert  Header/Footer, and enable the header or footer.

2 Click Create.

3 Click the Header/Footer placement button on the Header/Footer toolbar.

4 Enable an option: Odd pages, Even pages, or Every page.

82 Headers and footers

Footnotes and endnotes

Footnotes and endnotes allow you to add reference information to a document, such as additional notes that
accompany a topic or that provide references. Footnotes are displayed at the bottom of a page, while endnotes are
found at the end of a document.

In this chapter:

• “Inserting footnotes and endnotes” on page 83

• “Finding footnotes and endnotes” on page 84

• “Editing and deleting footnotes and endnotes” on page 84

• “Formatting footnotes and endnotes” on page 85

• “Modifying the display of footnotes and endnotes” on page 85

For additional topics, please see “Working with footnotes and endnotes” in the WordPerfect Help.

Inserting footnotes and endnotes

When you insert endnotes or footnotes, a reference number or mark is inserted in the document text. That number
or mark is linked to the corresponding information in the endnote or footnote.

While working with a footnote or endnote, you do not have access to all available WordPerfect functions until
you return to the body of the text.

To insert a footnote

1 Click where you want the footnote reference mark to display.

2 Click Insert  Footnote/Endnote.

3 Enable the Footnote number option.

If you want to restart the footnote numbering at a specific number, type the number in the Footnote number box.

4 Click Create.

5 Type the footnote text.

If you want to align the footnotes with the document margins, enable the Align with document margins check box.

6 Click File  Close.

To insert an endnote

1 Click where you want the endnote reference mark to display.

2 Click Insert  Footnote/Endnote.

3 Enable the Endnote number option.

4 Click Endnote placement.

5 Enable the Insert endnotes at insertion point option.

6 Click Create.

7 Type the endnote text.

If you want to align the endnotes with the document margins, enable the Align with document margins check box.

Part Two: WordPerfect 83

8 Click File  Close.

You can restart the endnote numbering at a specific number by typing the number in the Endnote number
box. When you enable the Insert endnotes at insertion point and restart numbering option, all endnotes up to
the number you’ve specified display on one page, and then a note numbering starts over with 1 on a new
page.

Finding footnotes and endnotes

WordPerfect lets you find specific footnotes or endnotes in a document.

To find a footnote

1 Click Insert  Footnote/Endnote.

2 Enable the Footnote number option.

3 In the Footnote number box, type the number of the footnote you want to find.

4 Click Edit.

To find an endnote

1 Click Insert  Footnote/Endnote.

2 Enable the Endnote number option.

3 In the Endnote number box, type the number of the endnote you want to find.

4 Click Edit.

Editing and deleting footnotes and endnotes

You can edit footnote or endnote text.

When you delete a footnote or endnote number or mark, the note text for that footnote or endnote is automatically
deleted. In addition, the footnotes and endnotes that follow are renumbered.

To edit a footnote

1 Find the footnote. See “To find a footnote” on page 84.

2 Edit the footnote text.

3 Click File  Close.

If you are using Page view, you can edit the footnote text by clicking in the text.

You can restore a deleted footnote number by clicking the Note number button on the property bar.

To edit an endnote

1 Find the endnote. See “To find an endnote” on page 84.

2 Edit the endnote text.

3 Click File  Close.

84 Footnotes and endnotes

If you are using Page view, you can edit the endnote text by clicking in the text.

You can restore a deleted endnote number by clicking the Note number button on the property bar.

To delete a footnote or endnote

1 Select the footnote or endnote number or mark.

2 Press Delete.

Formatting footnotes and endnotes

You can change the formatting of footnote and endnote text, as well as that of the reference mark that displays in
the document text.

To specify the text and numbering styles of footnotes and endnotes

1 Click Insert  Footnote/Endnote.

2 Enable one of the following options:

• Footnote number

• Endnote number

3 Click Options, and click Advanced.

4 In the Edit numbering style area, click one of the following:

• In text — lets you specify a format for all footnote or endnote numbers that display in the document text

• In note — lets you specify a format for footnote or endnote text

5 In the Styles editor dialog box, modify any attributes.

Modifying the display of footnotes and endnotes

You can change the spacing between footnotes or endnotes. You can also change the position of footnotes on a
page. For example, you can display footnotes immediately following the corresponding text on a page or at the
bottom of a page.

You can also choose to continue footnotes on the following page if there isn’t enough room on a page. In addition,
you can adjust the separator line between document text and footnotes.

To change the spacing between footnotes or endnotes

1 Click Insert  Footnote/Endnote.

2 Enable one of the following options:

• Footnote number

• Endnote number

3 Click Options, and click Advanced.

4 Type a value in the Space between notes box.

Part Two: WordPerfect 85

To change the position of footnotes on a page

1 Click Insert  Footnote/Endnote.

2 Enable the Footnote number option.

3 Click Options, and click Advanced.

4 In the Position area, enable one of the following options:

• Place notes below text

• Place notes at bottom of page

To continue footnotes on the following page

1 Click Insert  Footnote/Endnote.

2 Enable the Footnote number option.

3 Click Options, and click Advanced.

4 In the Continued notes area, type a value in the Amount of note to keep together box.

This value specifies the minimum distance allowed for a footnote at the bottom of a page before the note is moved
to the next page.

If you want to include a “continued...” message on the last footnote line of a page and the first footnote line of a
new page, enable the Insert (continued...) message check box.

To adjust the separator line between document text and footnotes

1 Click Insert  Footnote/Endnote.

2 Enable the Footnote number option.

3 Click Options, and click Separator.

4 In the Add space area, type a value in the Above line box.

This value specifies the amount of white space between the separator line and the document text above it.

5 Type a value in the Below line box.

This value specifies the amount of white space between the separator line and the footnote text below it.

6 In the Line format area, choose one of the following positions for the line from the Line position list box:

• Left

• Center

• Right

7 Choose a line length from the Length of line list box.

8 Open the Line style picker, and click a line style on the line style palette.

86 Footnotes and endnotes

Saving documents

By default, you can save documents in WordPerfect 6–X7 format. This ensures cross-platform compatibility for
documents saved in WordPerfect 6.x and later, and lets you save a document in an earlier version of WordPerfect. You
can also save documents in formats other than WordPerfect, such as Microsoft Word.

You can save a single document, or you can save all documents in the current instance of WordPerfect. You can save
a document to a new location. You can also save selected text or graphics in a new WordPerfect document.

Saving without metadata

When you save a document, it may contain information that you do not want others to see — for example, the name
of your computer or a document summary. This information is known as metadata, which is data used to identify,
describe, and locate electronic resources on a network.

Metadata is used to enhance the editing, viewing, filing, and retrieving of electronic documents. It is important to
keep this information stored in the original document, but you can avoid sharing the metadata with others by saving
a version of the document without including the metadata.

Saving automatically

WordPerfect lets you create backup copies of documents. Creating backup copies helps prevent the loss of your work
if you close a document before saving it, or if a power failure occurs.

Saving to multiple formats simultaneously

NEW for X7: WordPerfect lets you save a document to WPD, DOC, DOCX, PDF, and HTML5 at the same time.

Saving iteratively

NEW for X7: When you save an iteration of a file, an updated version of the file is saved with a version number added
to the filename. For example, if you saved the original file as Document. WPD and then save an iteration of the file,
the latest version of the file is saved as Document 1.WPD. For each subsequent iterative save that you perform, the
number added to the filename increases by 1, for example, Document 2.WPD and Document 3.WPD. Iterative saving
is useful if you need to revert to an older version of a file, or simply to track your progress over time.

Reverting documents

You can revert a document to its last saved state.

To sa v e a d o cu m e n t

1 Click File  Save.

2 Choose the drive and folder in which you want to save the file.

To save a file in a format other than WordPerfect, choose a file format from the File type list box.

3 Type a name i n th e Filename box.

To embed the fonts in the document, enable the Embed fonts using TrueDoc® check box.

4 Click Save.

Part Two: WordPerfect 87

You can also

Save changes to a document Click File  Save.

Rename a file Right-click the file, and click Rename. Type a new name in

the Filename box.

If you have already saved the document, you will not be prompted to specify the drive, folder, and filename.

Embedding fonts ensures that the information for all fonts used in a document is saved with the document.
You may want to embed fonts if you are using an unusual font, or if you want to ensure that the font you are
using is displayed properly.

A filename cannot exceed 255 characters.

You can also save a document by pressing F3 or by clicking the Save button on the toolbar.

To save all documents in the current instance

•On the Workflow macros toolbar, click the Save all button.

If the Workflow macros toolbar is not displayed, click View

 Toolbars, and enable the Workflow macros check

box.

To save a document to a new location

1 Click File  Save as.

2 From the Save in list box, choose the drive and folder in which you want to store the document.

3 Click Save.

To save a document to multiple formats simultaneously

1 Click Tool s  Macro  Play.

2 In the Play macro dialog box, choose Save to multiple formats, and click Play.

3 In the Save file dialog box, type a name in the File name box.

4 Click Save as.

5 Enable any of the following check boxes:

• WordPerfect 6-X7 (WPD)

• MS Word 2007/2010/2013 (DOCX)

• MS Word 97/2000/2002/2003 (DOC)

• Portable Document Format (PDF)

• HTML5 (HTML)

6 Click Save.

The new files are saved to the folder containing the current document or the folder.

PDF files are output using the last PDF-publishing configuration used.

To save to DOCX, you must first manually save one file to that format by clicking File

 Save as, and choosing

MS Word 2007/2010/2013 from the File type list box. You only have to do this once.

88 Saving documents

To save selected text or a graphic in a new document

1 Select the text or graphic you want to save in a new document.

2 Click File  Save.

3 In the Save area, enable one of the following options:

• Selected text

• Selected graphic

4 Click OK.

5 In the Save file dialog box, choose the drive and folder in which you want to save the file.

6 Type a name i n th e Filename box.

7 Click Save.

To save a document in compound file format

1 Click File  Save as.

2 Type a name i n th e Filename box.

3 Choose WordPerfect compound file from the File type list box.

4 Click Save.

If a file is password protected, WordPerfect saves OLE object information in WordPerfect format, rather than
in compound file format. Saving files in WordPerfect format prevents others from using an OLE-enabled
application to viewing embedded objects in a password-protected file.

To save a document without metadata

1 Click File  Save without metadata.

2 Choose the drive and folder in which you want to save the document.

By default, _mtd is added to the filename to identify that the file does not contain metadata.

3 Enable the Keep original document open check box.

If the Keep original document open check box is not enabled, the original document closes, and the metadata-free
version remains open.

4 In the Select metadata to remove area, enable any of the check boxes.

Comment information includes the comment writer’s name and initials, and the date the comment was
inserted in the document. If you want to remove both the comment text and the comment information, enable
the Content and information option. If you want to remove only the comment information, enable the
Information only option.

5 Click Save.

To perform an iterative save

1 Click Tool s  Macro  Play.

2 In the Play macro dialog box, choose Numbered save, and click Play.

Part Two: WordPerfect 89

To set timed document backups

1 Click Tool s  Settings.

2 Click Files.

3 On the Document page, enable the Timed document backup every check box.

4 Type a value in the minutes box.

You can also

Save backup files in a specific folder

In the Backup folder box, click the Browse button.
Choose the drive and folder in which you want to save
backup files.

Save a backup file each time you save a document Enable the Save original document as a backup at each

save check box.

To revert a document to its last saved state

•On the Workflow macros toolbar, click the Revert button.

If the Workflow macros toolbar is not displayed, click View
box.

 Toolbars, and enable the Workflow macros check

90 Saving documents

Performing simplified merges

When you merge documents, such as to create mass mailings, you combine a form document and a data source. The
merge produces varying copies of the form document, each containing information from a specific record in the data
source.

For additional topics, please see “Performing merges” in the WordPerfect Help.

NEW for X7: The Mail Merge Expert is designed to simplify merging addresses with letters, labels and envelopes. It
guides you step-by-step through a merge, from choosing the data source that contains the recipients‘ information
(DAT file) and the form document that has the consistent content (FRM file) to outputting the merge. You can use
a variety of webmail address books that are in the CSV format in a merge, but you must first convert them to a DAT
file.

To perform a simplified merge

1 Click Tool s  Mail Merge Expert.

The Mail Merge Expert opens.

2 On the Data tab, enable one of the following data-source options:

• Merge data file (DAT) — lets you uses an existing data file by clicking the Browse button and selecting the DAT

file. You can also begin creating a DAT file by clicking Create. For more information on creating DAT files, see
“To create a data file for a merge” on page 3.

• Spreadsheet — lets you use a Quattro Pro (QPW) or Microsoft Excel (XSL or XSLX) spreadsheet as the data

source.

• Corel address book — lets you use a Corel address book as a data source. You can also use a gmail.com,

outlook.com, and yahoo.com webmail address book in a merge, but you must first convert it to a DAT file. For
more information, see “To convert an existing address book to a DAT file for a merge” on page 92.

3 Choose an option for how blank lines are treated in the merged document when the corresponding field in the

data source is empty:

• Remove blank line

• Leave blank line

4 If you only want to use certain records in the data source, click Select records, select a record to include in the

merge, and click Add. You can choose which fields to display in the Select records dialog box by clicking Display
fields, choosing the fields to display, and clicking Add.

5 Click the Form tab.

6 Enable one of the following form-document options:

• Current document — lets you use the current document as the form (FRM)

• Merge form file (FRM) — lets you use an existing form file by clicking the Browse button and selecting the FRM

file

You can also begin creating a FRM file by clicking Create. For more information on creating FRM files, see “To create
a form document for a merge or keyboard merge” on page 6.

7 In the FRM file, position your cursor where you want to insert a field in the document, choose a field, and click

Insert.

You can insert multiple fields.

Part Two: WordPerfect 91

8 Click the Output tab.

9 Enable one of the following merge options:

• Current document — outputs the merge to the current document with a page break between records

• New document — outputs the merge to a new document with a page break between records

• New document per record — outputs the merge so that each record is a separate document. In the Format area,

choose the output file format. You can choose how the output files are named by selecting a field name from
the Data field name list box.

10 Choose a folder location for the merge output.

11 Click Merge.

To convert an existing address book to a DAT file for a merge

1 Click Tool s  Macro  Play.

2 In the Play macro dialog box, select CSVtoMerge, and click Play.

3 In the Select CSV file dialog box, navigate to the folder where the CSV file is stored, and click Open.

The CSV file is converted to a DAT file.

92 Performing simplified merges

Printing

In this chapter:

• “Printing documents” on page 93

• “Printing envelopes and labels” on page 94

For additional topics, please see “Printing” in the WordPerfect Help.

Printing documents

WordPerfect provides numerous options for printing documents.

To print a document

1 Click File  Print.

2 On the the Main page, choose a printer from the Name box.

3 In the Print range area, enable one of the following options:

• Full document — prints the entire file

• Current page — prints the page where the cursor is located

• Pages — prints the pages specified in the Pages box:

A hyphen (-) between numbers defines a range of sequential pages. For example, 1-5 prints pages 1 to 5.
A comma (,) between numbers defines a series of non-sequential pages. For example, 1, 5 prints pages 1 and 5
only.
Any combination of hyphens and commas is supported. For example, 1-3, 5, 7, 10-12 prints the following
pages: 1, 2, 3, 5, 7, 10, 11, and 12.

• Selected text — prints the selected text in the document (available only if text is selected)

• Document summary — prints only the document summary (available only if there is a document summary)

4 Click Print.

To print multiple copies

1 Click File  Print.

2 On the Main page, type the number of copies you want to print in the Number of copies box.

If you want the copies collated, enable the Collate option.

3 Click Print.

To print sections of a document

1 Click File  Print.

2 Click the Advanced tab.

3 Type a number or a combination of numbers in any of the following list boxes:

• Page(s)/Label(s) — prints the specified pages

• Secondary pages — prints the specified secondary pages

Part Two: WordPerfect 93

• Chapters — prints the specified pages in the specified chapters

• Volumes — prints the specified pages in the specified volumes

4 Click Print.

The Volumes setting takes precedence over all other settings, followed by chapters, secondary pages, and
page(s)/label(s).

Printing envelopes and labels

To print on different sizes of paper, you must select a page size definition so the printer can format and print a
document as you want.

WordPerfect allows you to print different sizes of envelopes.

You can select a label size. You can also print labels.

To print an envelope

1 Click the page of a document that is set up as an envelope.

2 Click File  Print.

3 Click the Main tab.

4 Click Print.

You can also print an envelope by clicking the Print current envelope button on the property bar.

To select a label size

1 Click the page where you want labels to begin.

2 Click Format  Labels.

3 In the List labels for area, enable one of the following options:

• Laser printed — if you are using a laser printer

• Trac to r-fed — if you are using a tractor-fed printer

• Both — if you are using a tractor-fed laser printer

4 Choose a label definition from the Labels list.

5 Click Select.

To print a label

1 Click File  Print.

2 Click the Advanced tab.

3 In the Page(s)/Label(s) list box, type the number of each label or a range of labels. For example:

• To print label 3, type 3.

• To print labels 3 and 8, type 3, 8.

• To print label 3 through the end of the document, type 3-.

4 Click Print.

94 Printing

Working with PDF files

If you need to share files with others who do not have Corel WordPerfect Office installed on their computers, you can
publish the files to PDF. This file format does not require the use of a particular operating system, so after downloading
and installing Adobe Reader, any computer user can view, share, or print PDF files.

In this section, you’ll find these topics:

• “Publishing to PDF” on page 95

• “Creating PDF forms” on page 96

• “Setting passwords for PDF files” on page 102

• “Optimizing PDF files for the Web” on page 19

Publishing to PDF

When you need to share files with others, you can publish them to PDF and preserve the typography, images,
graphics, color, and formatting of the original file. In order to view the PDF file, the recipients of the file must have
Adobe Reader or Corel WordPerfect Lightning installed on their computers.

You can also add file information, such as the author name or keywords, to the PDF file.

You can verify the compliance of a PDF file by creating a log file. The log file created for a PDF file contains details
about what was done to the file to achieve compliance when the file was published. In addition, the log file lists all
limitations and warnings.

To publish to PDF

1 Click File  Publish to PDF.

2 Choose the drive and folder where you want to save the file.

3 Type a filename in the File name box.

4 From the PDF style list box, choose one of the following options:

• Commercial printing (Largest file size) — creates a high-quality PDF to send to a printer or digital copier

• PDF/A-1b (Level B compliance) — creates a standardized PDF file that ensures the long-term archiving of the

content.

• Publishing online (Smallest file size) — creates a PDF suitable for online viewing, such as a document to be

distributed by e-mail or displayed on the Web

• Publishing online and printing — creates a PDF suitable for viewing or printing on a laser or desktop printer

5 Click Save.

If you do not want the PDF file to open automatically after it is saved, disable the Open PDF after saving check
box.

If you publish to a PDF/A style, the document fonts are automatically embedded in the file. Some licensed fonts
are meant to be viewed only in the original document, however, and you are prohibited from redistributing
the font. Therefore, before publishing to the PDF/A style, you must make sure that you can redistribute the
fonts. To view the licensing information and embedding restrictions for a font, you can use a tool such as the
font properties extension tool that is available for free on the Microsoft Web site.

Part Two: WordPerfect 95

6 Click File  Publish to PDF.

7 Click Settings.

The Publish to PDF settings dialog box appears.

8 In the Export range area, enable one of the following options:

To add file information to a PDF file

1 Click File  Publish to PDF.

2 Click Settings.

The Publish to PDF settings dialog box appears.

3 Perform one or both tasks from the following table.

To Do the following

Add author informationType a name in the Author box.

Add keywords Type keywords in the Keywords box.

To change the PDF compatibility settings

1 Click File  Publish to PDF.

2 Click Settings.

The Publish to PDF settings dialog box appears.

3 On the General page, choose a compatibility option from the Compatibility list box:

• Acrobat 3.0 (PDF 1.2) — creates a PDF file that is compatible with Adobe Acrobat 3.0

• Acrobat 4.0 (PDF 1.3) — creates a PDF file that is compatible with Adobe Acrobat 4.0

• Acrobat 5.0 (PDF 1.4) — creates a PDF file that is compatible with Adobe Acrobat 5.0.

• PDF/A-1b — creates a standardized PDF file that ensures the long-term archiving of the content.

PDFs that have been saved with Acrobat 5.0 can be opened in later versions of Adobe Acrobat.

To generate a log file

1 Click File  Publish to PDF.

2 Click Settings.

The Publish to PDF settings dialog box appears.

3 Click the Advanced tab.

4 Enable the Generated log file check box.

If you want to change the location where the log file is stored, click Browse.

Creating PDF forms

NEW for X7: You can create fillable PDF forms, which you can distribute to gather specific information from users.
You can add form controls to a PDF form, such as text fields, check boxes, drop-down lists, list boxes, and radio
buttons. The type of information that you’re seeking dictates which form controls to use.

96 Working with PDF files

You can also add buttons that allow users to navigate, reset, and submit the form. You can also insert a customizable
button. To help users enter the information you’re seeking, you can add a tooltip description that appears when the
cursor is positioned over the form control.

You can define how data, especially numeric data, in a text field displays by using format masks. WordPerfect has a
variety of pre-defined format masks for dates, times, percentages, and numbers. When you’re compiling the
information that you’ve gathered from PDF forms, using format masks ensures that all the data from a specific text
field adheres to a format that you’ve chosen. For example, users could type a date in the PDF form in several ways
— using only numbers or a mixture of numbers and characters — and the format mask automatically converts the
data they’ve typed to the format you specified.

When you insert a form control in a document, it’s attached to a location on a page by default. As you add or delete
text before the form control, it remains in the same position on that page and moves with that page. However, you
can change the position of a form control on a page.

You can attach a form control to a character in a line so that the form control moves just like any other character in
the document. You can also attach a form control to a paragraph so it moves with the paragraph. As you add or
delete text before the form control, it moves automatically with the character or paragraph. You can also specify an
exact position for a form control within columns

You can use specific measurements to resize a form control. You can apply formatting to form-control text to change
the font and its attributes, such as size, color, and alignment. You can also edit the border style and fill for a form
control.

In addition, you can choose how the document text wraps around a form control. For example, you can wrap text
around one or both sides of a form control.

To add text fields

1 Position the cursor where you want to insert the text field.

2 Click Insert  PDF form control, and click one of the following:

• Text f i eld

• Multiline text field

You can also

Allow spell checking for user text Right-click the text field, click Properties, and enable the

Restrict text entry to the width of the field Right-click the text field, click Properties, and enable the

Allow formatting of user text Right-click the text field, click Properties, and enable the

Set the comb length of a single-line text field Right-click the text field, click Properties, and enable the

By default, multiline text fields can only accept 150 characters in WordPerfect. However, after the document
is published to PDF and opened in a PDF viewer, multiline text fields can accept more than 150 characters.

— inserts a single-line text field

— inserts a multiline text field

Enable spell checking check box.

Limit text entry to width of field check box.

Allow rich text formatting check box.

Comb length check box, and type a value in the characters
box.

Part Two: WordPerfect 97

You can also insert a text field by clicking the Insert text field or Insert multiline text field button on the
Form controls toolbar. If the Form controls toolbar is not displayed, click View

 Toolbars, and enable the Form

controls check box.

To format a text field

1 Right-click a text field, click Properties.

You can only format a single-line text field.

2 In the list of categories, click Format.

3 Choose a format from the Format list.

4 Click OK.

To create a custom format

1 Right-click a text field, click Properties.

You can only create a custom format for single-line text fields.

2 In the list of categories, click Format.

3 In the Add format area, type a name for the format in the Name box.

4 Choose the type of format you want to create from the Format type list box.

5 Type an example of the syntax you want the data to adhere to in the Format mask box.

If the format that you are creating is a number or percent format type, choose an option from the Negative
number format list box.

For information about using format mask codes, see “Reference: Format mask codes in PDF forms” in the
WordPerfect Help.

To add a check box

1 Position the cursor where you want to insert the check box.

2 Click Insert  PDF form control  Check box.

You can also insert a check box by clicking the Insert check box button on the Form controls toolbar. If

the Form controls toolbar is not displayed, click View

 Tool ba rs , and enable the Form controls check box.

To add drop-down lists

1 Position the cursor where you want to insert the drop-down list.

2 Click Insert  PDF form control  Drop-down list.

3 Right-click the drop-down list, and click Properties.

The Properties dialog box appears.

4 Type the name of a list item in the Item box.

If you want to assign an export value to the drop-down list, type the value in the Export value box.

5 Click Add.

98 Working with PDF files

You can also insert a drop-down list by clicking the Insert drop-down list button on the Form controls
toolbar. If the Form controls toolbar is not displayed, click View

 Toolbars, and enable the Form controls check

box.

To add list boxes

1 Position the cursor where you want to insert the list box.

2 Click Insert  PDF form control  List box.

3 Right-click the list box, and click Properties.

The Properties dialog box appears.

4 Type the name of a list item in the Item box.

If you want to assign an export value to the item, type the value in the Export value box.

5 Click Add.

You can also insert a radio button by clicking the Insert list box button on the Form controls toolbar. If the
Form controls toolbar is not displayed, click View

 Too lb ars , and enable the Form controls check box.

To add radio buttons

• Click Insert  PDF form control  Radio button.

You can also insert a radio button by clicking the Insert radio button or Insert a radio button group
button on the Form controls toolbar. If the Form controls toolbar is not displayed, click View
enable the Form controls check box.

To add command buttons

1 Click Insert  PDF form control  Button, and click one of the following:

• Custom button — inserts a customizable button

• Reset button — inserts a button that clears all user-entered information

• Submit button — inserts a button that sends completed form to an email address

• Next page button — inserts a button that moves to the next page

• Previous page button — inserts a button that moves to the previous page

To add a tooltip to a form control

1 Right-click a form control, and click Properties.

2 Type the tooltip text in the Too lt ip box.

To change the border of a form control

1 Right-click a form control, and click Properties.

 Tool ba rs , and

Part Two: WordPerfect 99