Corel WordPerfect - X3 Instruction Manual

WordPerfect

Table of contents

WordPerfect
Getting started in WordPerfect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Discovering WordPerfect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Exploring the work area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Creating and opening documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Selecting and deleting text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Performing Web searches powered by Yahoo! . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Working with files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Inserting files into active documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Counting words. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Converting multiple files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Saving documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Viewing and navigating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Switching document views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Using Reveal Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Formatting pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Setting page margins. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Choosing page size and orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Customizing page sizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Making text fit a specific number of pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Creating and deleting columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Formatting text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Modifying font settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Copying the format of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Formatting paragraphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Indenting text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Justifying text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Changing the spacing between lines and paragraphs . . . . . . . . . . . . . . . . . . . . . 38
Table of contents iii
Adding tab stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Changing the alignment of tab stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Moving tab stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Removing and restoring tab stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Editing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Finding and replacing text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Cutting, copying, and pasting text and graphics . . . . . . . . . . . . . . . . . . . . . . . . 48
Copying and pasting text from a Web browser . . . . . . . . . . . . . . . . . . . . . . . . . 49
Moving text and graphics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Reviewing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Routing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Comparing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Controlling document comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Working with footnotes and endnotes. . . . . . . . . . . . . . . . . . . . . . . . . . .59
Inserting footnotes and endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Finding footnotes and endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Modifying the display of footnotes and endnotes on a page . . . . . . . . . . . . . . . . 63
Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Numbering pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Changing the appearance of page numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Setting up a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Setting up a print job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Previewing a print job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Printing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Controlling a print job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Printing double-sided pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Printing document sections and comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Printing file details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Printing envelopes and labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Printing graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Laying out a print job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
iv Table of contents
Saving print settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Using printer commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Printing to a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Sending faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Reference: Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Merging documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Creating data for a merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Working with form documents for a merge. . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Associating merge files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Performing a merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Converting merge files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Sorting, viewing, and finding data in data files . . . . . . . . . . . . . . . . . . . . . . . . 111
Editing merge data files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Selecting specific data for merges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Merging with address books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Changing merge options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Using merge commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Merge programming commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Working with levels, loops, and merge variables . . . . . . . . . . . . . . . . . . . . . . . 169
Working with merge expressions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Expression terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Reference: The Merge toolbar and programming commands . . . . . . . . . . . . . . 184
Recordings, macros, and automation features. . . . . . . . . . . . . . . . . . . .191
Using QuickMacros. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Recording, saving, and storing macros. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Playing macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Using macros included with WordPerfect . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Using toolbars for macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Using template macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Editing and deleting template macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Triggering macros from templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Customizing WordPerfect macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Assigning template macros to keystrokes, menus, and toolbars . . . . . . . . . . . . 209
Table of contents v
Associating toolbars with template features . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Writing and editing macros by using PerfectScript . . . . . . . . . . . . . . . . . . . . . 212
Understanding macro commands and syntax . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Using macro conventions and formatting macros . . . . . . . . . . . . . . . . . . . . . . . 216
Recording macro commands in macros. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Inserting codes in macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Using macros from earlier versions of WordPerfect . . . . . . . . . . . . . . . . . . . . . 219
Using programming commands in macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Using parameters in macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Using variables in PerfectScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Using the macro command browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Using macro commands to retrieve information . . . . . . . . . . . . . . . . . . . . . . . . 224
Using OLE object commands in macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Compiling macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Working from the PerfectScript utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Testing for errors from PerfectScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Editing and deleting macros. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Searching in macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Integrating with Microsoft Visual Basic for Applications . . . . . . . . . . . . . . . . . 232
Using the PerfectScript class to change WordPerfect documents . . . . . . . . . . . 239
Working with VBA methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Accessing and manipulating applications from other applications. . . . . . . . . . . 244
Using OLE Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Understanding OLE Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Using files with DDE Execute from previous versions of WordPerfect . . . . . . . 250
Getting online Help for macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
vi Table of contents

Getting started in WordPerfect

This chapter tells you how to perform basic operations in WordPerfect. You can explore the work area and gain a better understanding of the basic tools and features available for creating powerful word processing documents.
In this section, you’ll learn about
• discovering WordPerfect
• exploring the work area
• creating and opening documents
• entering and inserting text
• selecting and deleting text
• performing Web searches powered by Yahoo!®

Discovering WordPerfect

WordPerfect X3 provides exceptional ease of use and complete formatting control for producing newsletters, articles, reports, proposals, books, and other documents. The popular Reveal Codes, Corel® RealTime Preview™, and Legal features help reduce the amount of time you spend on document formatting, freeing you to focus on creating content. WordPerfect X3 also provides enhanced compatibility with Microsoft Word, the new ability to import PDFs, and robust PDF publishing capabilities that ensure you can freely exchange information with colleagues and clients, regardless of the software they use.
Here’s a list of some of the new and enhanced features:
New! Import PDF files with WordPerfect For more information, see “Working with PDF files” in the online Help.
Enhanced! Publish to PDF For more information, see “Working with PDF files” in the online Help.
New & Enhanced! Wo rd C ou n t For more information, see “Counting words” in the online Help.
Getting started in WordPerfect 1
Enhanced! Document Routing For more information, see “Routing documents” in the online Help.
Enhanced! Pasting and exporting HTML For more information, see “Copying and pasting text from a Web browser” on page 49 and “Working with HTML files” on page 27.
New! Online Resources For more information, see “Performing Web searches powered by Yahoo!” on page 7.
New! Removing metadata For more information, see “Excluding metadata when saving documents” in the
online Help.
New! Label formats For more information, see “Creating labels” in the online Help.

Exploring the work area

The work area in WordPerfect includes everything you see on your screen when you start the application. The large open area is the document window.
The menu bar, located at the top of the work area just below the title bar, provides access to most of the WordPerfect commands.
Toolba rs
Many menu commands can be accessed through toolbars, located below the menu bar.
This is the WordPerfect toolbar.
The property bar is a context-sensitive toolbar that displays buttons and options related to the task you are performing. For example, when text is selected, the property bar contains only text-related commands.
This is the property bar.
By default, the property bar is located above the document window.
2 WordPerfect X3 User Guide
The application bar
The application bar displays information about the status of the active WordPerfect document. By default, the application bar is located below the document window.
When you open a file, a document button with the name of the file appears on the application bar. You can use document buttons to quickly move between the documents. For more information about moving between documents, see “Navigating documents” in the online Help.
These items appear on the right side of the application bar.

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

To create a document by using the default template

•Click File ` New.
You can also
Create a document from a project template
Getting started in WordPerfect 3
Click File
` New from project.
You can also apply the default template to a new document by clicking the New blank document button on the toolbar.

To open a document

1 Click File ` Open.
2 Choose the drive and folder where the document is stored.
3 Choose a file.
4 Click Open.
You can also open a document by clicking the Open button on the toolbar.
If you know where a file is located, you can type the full path and filename in the File name list box.

Entering and inserting 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.
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.
For information about selecting and deleting text, see “Selecting and deleting text” on page 6.

To enter text in a document window

1 Click in the document window.
2 Ty p e t ex t .

To enter text by using the shadow cursor

1 Click View ` Shadow cursor.
4 WordPerfect X3 User Guide
A check mark next to the menu command indicates that the shadow cursor is enabled.
2 Click anywhere on the page.
3 Ty p e t ex t .
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 ` Te x t b ox .
2 Ty p e t ex t .

To insert text from another document

1 Click where you want to insert the text.
2 Click Insert ` File.
3 Choose the drive and folder where the document is stored.
4 Choose a file.
5 Click Insert.

To insert text from another document by using the application bar

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.
For more information about using the application bar, see “Customizing the application bar” in the online Help.
Getting started in WordPerfect 5
The text you select is removed from the document. You can copy the text by holding down Ctrl while dragging.

Selecting and deleting text

You can select text, a tabular column, a rectangular block of text, or a range of text. You can also deselect text and delete text. You can also set selection options.

To select text

To select Do the following
A character or word Drag across a character or word.
A sentence
A paragraph
A page
A document
Click in a sentence. Click Edit Sentence.
Click in a paragraph. Click Edit Paragraph.
Click on a page. Click Edit
Click Edit
` Select ` All.
` Select ` Page.
` Select `
` Select `

To select a tabular column

1 Select the text from the first character in the tabular column to the last character in
the tabular column.
2 Click Edit ` Select ` Tabular column.

To select a rectangular block of text

1 Select the text from the upper left corner to the lower left corner of the block.
2 Click Edit ` Select ` Rectangle.

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:
6 WordPerfect X3 User Guide
Page — lets you select certain pages
Secondary page — lets you select certain secondary pages
Chapter — lets you select certain chapters
Vol um e — lets you select certain volumes
3 Type a value in the Range box.

To deselect text

• Click anywhere outside the selected text.

To delete text

1 Select the text you want to delete.
2 Press Delete.
You can also delete text by clicking after the text you want to delete and pressing Backspace.

To set the selection options for a document

1 Click To o l 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.

Performing Web searches powered by Yahoo!

WordPerfect features searching technology powered by Yahoo!, which allows you to perform a Web search directly from a document. You can choose to display or hide the Yahoo! Search bar. You can search either by selecting text or by using the Yahoo! Search bar. Using the Yahoo! Search bar gives you access to various online sites and services.
Getting started in WordPerfect 7
The new Yahoo! Search bar lets you quickly search the Web and access important online resources.

To display or hide the Yahoo! Search bar

•Click View ` Ya h oo ! S e a r c h .
You can also hide or display the Yahoo! Search bar clicking the Ya h o o ! button on the toolbar.

To perform a Web search by using the Yahoo! Search bar

1 In the search box on the Yahoo! Search bar, type the term you want to search.
2 Click the Search Web button.

To perform a Web search by selecting text

1 Select the term you want to search.
2 Right-click, and click Search with Yahoo!.
You can perform a Web search by selecting text when the Yahoo! Search bar is hidden.
8 WordPerfect X3 User Guide

Working with files

File management is an important part of any project. You can insert files into documents, count words in a document, and convert multiple files to the WordPerfect file format. You can save files to earlier versions of WordPerfect or to other file formats.
In this section, you’ll learn about
• inserting files into active documents
• counting words
• converting multiple files
• saving documents

Inserting files into active documents

You can insert a copy of a file into an active document.

To insert a file into an active document

1 Click where you want to insert the file.
2 Click Insert ` File.
3 Choose All files from the File type list box.
4 Choose the drive and folder in which the file is stored.
5 Click a file.
6 Click Insert.
For information about opening files, see “Opening and previewing files” in the online Help.
Working with files 9

Counting words

With WordPerfect, you can find out how many words are in a document or in selected text. You can also verify the number of pages, paragraphs, sentences, and lines that are in the document. In addition, you have the ability to exclude various elements, such as headers, footers, footnotes, endnotes, or comments, from the word count.
The new <Count> button appears on the Application bar, making it easier than ever to count words in a document.

To count words in a document

1 Click To o l s ` Wo rd co u nt .
2 Disable any of the following check boxes to exclude document elements from the
count:
• Headers
• Footers
• Comments
• Footnotes
• Endnotes
• Watermarks
• Text boxes
• Box captions
3 Click Update.
The word count summary appears in the Statistics area.
While working in a document, you can perform or refresh a word count by clicking the <Count> button on the Application bar.

To count words in selected text

1 Select the text.
2 Click To o l s ` Wo rd co u nt .
The word count summary appears in the Statistics area.
While working in a document, you can perform or refresh a word count by clicking the <Count> button on the Application bar.
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Converting multiple files

The WordPerfect Office Conversion Utility lets you convert various types of files, such as files created in older versions of WordPerfect, or Microsoft Word files, to one of five WordPerfect file formats.
If you chose the standard installation of WordPerfect Office, the WordPerfect Office Conversion Utility is available by default. If the utility is not available, you can add it by modifying the installation.
For more information about using the WordPerfect Conversion Utility, see the WordPerfect Conversion Utility Help.

To install the WordPerfect Office Conversion Utility

1 Close any open applications.
2 On the Windows taskbar, click Start ` Settings ` Control panel.
If your operating system is Windows XP, click Settings ` Control panel.
3 Double-click the Add/Remove programs icon.
4 Choose WordPerfect Office X3 from the Currently installed programs list, and
then click Change.
5 In the InstallShield wizard, enable the Modify option, and click Next.
6 In the list of features, open the WordPerfect Office X3 ` Utilities category.
7 Click the icon next to the WordPerfect Conversion Utility item, and click This
feature will be installed on local hard drive.
8 Click Next.
9 Click Install.

To convert multiple files

1 On the Windows taskbar, click Start ` Programs ` WordPerfect Office X3 `
Utilities ` Conversion utility.
2 Click Add.
3 Choose the drive and folder in which the files you want to convert are stored.
If you can’t see the files, choose All files from the File type box.
4 Click Add all.
Working with files 11
If you want to convert the files in the folders within the folder, enable the Include subfolders check box.
5 From the Convert to list box, choose a version of WordPerfect.

Saving documents

By default, you can save documents in WordPerfect 6/7/8/9/10/11/12/X3 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.
WordPerfect lets you save documents in compound file format. When you save a document in compound file format, OLE compound document information is wrapped around the WordPerfect document, which lets you open the document more quickly. However, saving a document containing embedded objects in compound file format increases both the file size and the time required to open and save the file.
You can save selected text or graphics in a new WordPerfect document.
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.

To save a document

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 Ty p e a na m e i n t h e Filename box.
To embed the fonts in the document, enable the Embed fonts using TrueDoc® check box.
4 Click Save.
You can also
Save changes to a document
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Click File
` Save.
You can also
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 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 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. If you want to embed the fonts in the document, enable the Embed fonts using
Tr u e D o c check box.
3 Click Save.
Embedding 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.

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
Working with files 13
• 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 Ty p e a na m e i n t h e Filename box.
7 Click Save.

To save a document in compound file format

1 Click File ` Save as.
2 Ty p e a na m e i n t h 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 set timed document backups

1 Click To o l 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.
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Viewing and navigating

WordPerfect lets you switch document views. You can also use Reveal Codes, which lets you quickly format long or complex documents by viewing and editing formatting codes.
In this section, you’ll learn about
• switching document views
•using Reveal Codes

Switching document views

In WordPerfect, you can view documents in four ways: draft, page, two pages, and browser preview.
In draft view, WordPerfect displays the body text of a document the way it will look when it is printed. Draft view does not display formatting such as headers, footers, and watermarks.
Page view displays a document with all of its formatting, the way it will look when it is printed.
Two pages view displays the same formatting as page view, except that two consecutive pages display side by side in the document window.
The browser preview displays a document in HTML format, suitable for an intranet or for the Web; however, WordPerfect codes with no equivalent HTML tags are either modified or deleted from the document. For more information about creating HTML documents, see “Publishing to HTML” in the online Help.

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
Viewing and navigating 15
Page — to display the document the way it will look when printed
Tw o p a g es — to display two consecutive pages in a document side by side
Preview in browser — to display a document in HTML format
You can also
Switch between Preview in browser and Page view
Display the ruler in Tw o p a g e s view
Click the Change view button.
In Tw o p a g e s view, click View
` Ruler.

Using Reveal Codes

Formatting codes are inserted when you add text and formatting to a document. Reveal Codes 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 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.
<Bold> code, and then just drag it out of the Reveal Codes
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. In addition, you can print the contents of the Reveal Codes window.
For more information about printing Reveal Codes, see

To hide or display formatting codes

•Click View ` Reveal Codes.
A check mark beside Reveal Codes indicates that formatting codes are displayed.
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To customize the display of formatting codes

1 Click To o l 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 Te x t color flyout, and click a color.
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.
Viewing and navigating 17

Formatting pages

WordPerfect lets you format a document by modifying the physical arrangement of information on pages. For example, you can adjust page size and margins. You can also add columns to documents. When formatting pages, you can modify the format of an entire page or a portion of a page.
In this section, you’ll learn about
• setting page margins
• choosing page size and orientation
• customizing page sizes
• making text fit a specific number of pages
• creating and deleting columns

Setting 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 using exact measurements or the ruler.
All margin settings affect the current page and subsequent pages until you change them.

To set the margins 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
Formatting pages 19
The pointer changes to a double-sided arrow.
4 Drag the guideline to a new position.

To set the margins 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
To p — 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
Set all margins to the minimum size allowed by the current printer
In the Document margins area, click Equal.
In the Document margins area, click Minimum.
You can also set margins by clicking File ` Page setup.

To set the margins 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.

Choosing 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. For more information about creating custom page sizes, see “Customizing page sizes” on page 21.
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Page sizes are matched to the printer you have selected. A size may not be available when you change to another printer or a different computer. If the same size is not available, WordPerfect finds the best match for a page size, selecting from those available with the other printer. If the match does not work, you may need to customize a page size.

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
If you apply the page size definition to the current page only, WordPerfect inserts a delay code in the next page. For more information about delay codes, see “Inserting and editing delay codes” in the online Help.

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

Customizing page sizes

If you require a page size that is not available in WordPerfect, you can create a custom page size. You can do this by creating a page size or modifying a preset page size. When you create a custom page size, it is added to the printer’s page size selection as a preset.
Formatting pages 21
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.
These are examples of how you can divide pages.
As you edit a document, each logical page is treated as a separate page. The document window also changes to show the dimensions of the logical page. After you fill a logical page, the text continues on the next logical page.

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 p e 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.
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You can also
Display the available page size definitions for all the installed printers
Display the available page size definitions for the printer you have selected
Specify a vertical printing adjustment In the Printing adjustment area, choose an
Specify a horizontal printing adjustment In the Printing adjustment area, choose an
In the Show page size for area, enable the All printers option.
In the Show page size for area, enable the Current printer only option.
adjustment from the Ve rt ic al list box. Type a value in the box.
adjustment from the Horizontal list box. Type a value in the 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.

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.
Formatting pages 23
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

Making text fit a specific number of pages

You can make selected text or all text in a document fit a specific number of pages.

To make text f it 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
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