If this guide is distributed with software that includes an end user agreement, this guide, as well as the software described in it, is furnished under license and
may be used or copied only in accordance with the terms of such license. Except as permitted by any such license, no part of this guide may be reproduced, stored
in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Adobe
Systems Incorporated. Please note that the content in this guide is protected under copyright law even if it is not distributed with software that includes an end
user license agreement.
The content of this guide is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Adobe
Systems Incorporated. Adobe Systems Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational
content contained in this guide.
Please remember that existing artwork or images that you may want to include in your project may be protected under copyright law. The unauthorized
incorporation of such material into your new work could be a violation of the rights of the copyright owner. Please be sure to obtain any permission required
from the copyright owner.
Any references to company names in sample templates are for demonstration purposes only and are not intended to refer to any actual organization.
This work is licensed under the Creative Commons Attribution Non-Commercial 3.0 License. To view a copy of this license, visit
http://creativecommons.org/licenses/by-nc/3.0/us/
Adobe, the Adobe logo, Adobe AIR, Adobe Captivate, Acrobat, Dreamweaver, ExtendScript Toolkit, FlashHelp, FrameMaker, Reader, RoboHelp are either
registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.
Microsoft, Windows, Windows Vista, and ActiveX are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other
countries. Apple and Mac OS are trademarks of Apple Inc., registered in the United States and other countries. Java and Sun Microsystems are trademarks or
registered trademarks of Sun Microsystems, Inc. in the Unites States and/or other countries. Linux is the registered trademark of Linus Torvalds in the United
States and other countries. UNIX is a registered trademark of The Open Group in the United States and other countries. Arial is a trademark of The Monotype
Corporation registered in the U.S. Patent and Trademark Office and certain other jurisdictions.All other trademarks are the property of their respective owners.
Portions of this product utilize technology created by Gilles Vollant.
This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/).
This product includes cryptographic software written by Eric Young (eay@cryptsoft.com).
This product includes software developed by The Independent JPEG Group.
This product contains either BESAFE and/or TIPEM software by RSA Data Security, Inc.
Portions utilize RSA Data Security, Inc. MD5 Message-Digest Algorithm.
Adobe Systems Incorporated, 345 Park Avenue, San Jose, California 95110, USA.
Notice to U.S. Government End Users. The Software and Documentation are “Commercial Items,” as that term is defined at 48 C.F.R. §2.101, consisting of
“Commercial Computer Software” and “Commercial Computer Software Documentation,” as such terms are used in 48 C.F.R. §12.212 or 48 C.F.R. §227.7202,
as applicable. Consistent with 48 C.F.R. §12.212 or 48 C.F.R. §§227.7202-1 through 227.7202-4, as applicable, the Commercial Computer Software and
Commercial Computer Software Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights
as are granted to all other end users pursuant to the terms and conditions herein. Unpublished-rights reserved under the copyright laws of the United States.
Adobe Systems Incorporated, 345 Park Avenue, San Jose, CA 95110-2704, USA. For U.S. Government End Users, Adobe agrees to comply with all applicable
equal opportunity laws including, if appropriate, the provisions of Executive Order 11246, as amended, Section 402 of the Vietnam Era Veterans Readjustment
Assistance Act of 1974 (38 USC 4212), and Section 503 of the Rehabilitation Act of 1973, as amended, and the regulations at 41 CFR Parts 60-1 through 60-60,
60-250, and 60-741. The affirmative action clause and regulations contained in the preceding sentence shall be incorporated by reference.
Index ...............................................................................................................368
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Chapter 1: Getting started
Resources
Before you begin working with your software, take a few moments to read an overview of activation and the many
resources available to you. You have access to instructional videos, plug-ins, templates, user communities, seminars,
tutorials, RSS feeds, and much more.
Activation and registration
To review complete system requirements and recommendations for your Adobe® RoboHelp® 8 software, see the
ReadMe file on the installation disc.
Install the software
1 Close any other Adobe applications open on your computer.
2 Insert the installation disc into your hard drive, and follow the onscreen instructions.
Note: For more information, see the ReadMe file on the installation disc.
1
Help with installation
For Help with installation issues, see the Installation Support Center at www.adobe.com/support/robohelp.
License activation
During the installation process, your Adobe software contacts an Adobe server to complete the license activation
process. No personal data is transmitted. For more information on product activation, visit the Adobe website at
www.adobe.com/go/activation.
A single-user retail license activation supports two computers. For example, you can install the product on a desktop
computer at work and on a laptop computer at home. If you want to install the software on a third computer, first
deactivate it on one of the other two computers. Choose Help
> Deactivate.
Register
Register your product to receive complimentary installation support, notifications of updates, and other services.
Note: Register only once for RoboHelp 8.
❖ To register, follow the onscreen instructions in the Registration dialog box, which appears after you install the
software.
If you postpone registration, you can register at any time by choosing Help > Registration.
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USING ROBOHELP HTML 8
Getting started
ReadMe
A ReadMe file for your software is available online and on the installation disc. Open the file to read important
information about topics such as the following:
• System requirements
• Installation (including removing the software)
• Activation and registration
• Troubleshooting
• Customer support
Help and support
Community Help
Community Help is an integrated environment on Adobe.com that gives you access to community-generated content
moderated by Adobe and industry experts. Comments from users help guide you to an answer. Search Community
Help to find the best content on the web about Adobe products and technologies, including these resources:
2
• Videos, tutorials, tips and techniques, blogs, articles, and examples for designers and developers.
• Complete online Help, which is updated regularly and is more complete than the Help delivered with your product.
If you are connected to the Internet when you access Help, you automatically see the latest online Help rather than
the set delivered with your product.
• All other content on Adobe.com, including knowledgebase articles, downloads and updates, Adobe Developer
Connection, and more.
Use the Help search field in your product user interface to access Community Help. You can search for content within
the Adobe.com site and also in websites that have useful information about your product. Moderators continue to
identify the most relevant web content for your product. You can add comments to online Help and view comments
added by other users. For a video of Community Help, see
www.adobe.com/go/learn_community_help_en.
Adobe Help Viewer 2
Adobe Help Viewer 2 is an Adobe® AIR® application that seamlessly merges the online and offline experience. When
online, you get the most recently updated product Help on the web. You can also access an Adobe PDF version of Help.
When offline, you access Help installed with the product on your system. Adobe Help Viewer 2 has a user-friendly
interface that supports advanced navigation features. For example, you can get overviews of topics through mini TOCs
and bookmark local and online content.
The search feature supports both online and offline modes. Adobe Help Viewer 2 searches content in Community
Help when you are online and the Help installed with the product when you are offline. Online search suggestions offer
relevant results from product Help, Adobe.com, and other websites. Offline search uses indexes to return preferred
topics for key terms.
You can use the commenting feature to post your comments to Adobe.com or add notes for your own reference. Your
feedback on Help content is welcome.
Note: For a video of Adobe Help Viewer, see www.adobe.com/go/learn_air_viewer2_en.
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USING ROBOHELP HTML 8
Getting started
Opening Adobe Help Viewer
Typically, you access the Adobe Help Viewer from a product by pressing the F1 key, or by accessing the Help menu
on the product interface. In addition, you can access the Adobe Help Viewer, just like any other application, from the
Windows start menu.
Adobe Help Viewer interface
Adobe Help Viewer includes a top navigation bar, a two-pane Help display, and a comments pane.
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C
B
A
D
E
F
G
H
Adobe Help Viewer
A. Back navigation B. Forward navigation C. Favorites D. Comments E. Search F. Product list G. Browse sequence H. Online toggle button
Navigation bar includes the following controls:
Browsing History buttons View next and previously displayed help topics.
Favorites Manage favorites.
Search A search bar where you can enter any term and find its occurrences in the installed Help (offline mode), latest
web Help and Community Help (online mode). Use Community Help search to find answers to your questions from
across Adobe.com and identified resources for your product.
Comments Add and view comments on any topic viewed through the viewer. If you have an Adobe ID for accessing
Adobe website such as Acrobat.com, then you can post your comments to the Adobe Community Help server.
Moderators can then respond to comments and use them to keep improving the product.
Product list Select the Help system for your product from the list of installed products that support Adobe Help
Viewer.
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USING ROBOHELP HTML 8
Getting started
Note: If there is only one product installed in your system, then the viewer turns off the Product list options.
When you select the Help system for a product from the Product Name field, or launch Help from a product, the
following information appears:
• A link to the online PDF file containing the Help system.
• TOC with the home page of the Help system, if you select the Help system from the viewer. If you launch the Help
from the product which has context-sensitive Help, the context-sensitive Help page appears. You can view the next
and previous topics by clicking the arrow keys
on the upper-right part of the Help pane.
Browsing Help topics
You can navigate to Help topics in the following ways:
• Select a topic from the table of contents
• Select the mini-TOC, See also references, or cross-references in the right pane
• Click the link on a search result
• Use navigation buttons in the right pane to sequentially navigate topics
• Use the links in the Favorites pane or RSS feeds
• Use browse buttons to display last viewed and next topics
• Open a context-sensitive Help topic from your product
Based on the view mode, topics you view are fed from the online Help location or the installed product Help.
4
Toggle online/offline mode
1 Move the pointer over the Online/Offline toggle button at the right bottom corner of the Adobe Help Viewer.
2 Click Go Online or Go Offline.
Switch between online and offline modes
If you change the setting, the previously set preference is used when launching the viewer. While online, if the viewer
loses connectivity, the viewer displays an error, and shifts to offline mode. When you toggle the online/offline mode,
the viewer opens the previously viewed Help page. If this page is not available or if the previously viewed page did not
belong to the Help system, the home page of the Help system opens.
The content browser history is reset when you toggle the online/offline setting. The viewer displays comments for that
pane based on the selected mode. Favorites and RSS feeds are common to both online and offline mode. Pre-populated
favorites and RSS feeds change across products.
Managing favorites
You can bookmark any Help page in the Help system or on the Internet as a favorite. Bookmarks help you build an
information repository within the viewer without having to access a browser.
Bookmarks are listed in the Links section of the Favorites pane. You can also subscribe to any RSS feed and view it.
When you select any RSS feed, the viewer updates the specified RSS feed in the right pane.
Note: Adobe Help Viewer supports RSS.92, .93, 1.0 and 2.0 versions.
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USING ROBOHELP HTML 8
Getting started
You can add links and RSS feeds of your choice and view them in both online and offline mode. Some links are prepopulated. For example, you can quickly access links to the product page, or troubleshooting RSS feeds from the
Favorites pane.
View the Favorites pane
❖ Do one of the following:
• Click the Favorites icon and select View Favorites from the pop-up menu.
• Click the arrow icon (available at center left of Help pane) to display the Favorites pane.
Add a link as favorite
1 Click Add Link at the bottom of the Favorites pane.
Note: The link to current open web page or topic in Help content is pre-populated in the Add New Link dialog box.
2 Enter the link name and the URL in the Add New Link dialog box, and click OK.
Add an RSS feed
1 Click the RSS Feeds tab in Favorites pane.
2 Click Add RSS Feed at the bottom of the Favorites pane.
3 Enter the RSS feed name and the URL address in the Add New RSS Feed dialog box, and click OK.
The new RSS feed is added in the selected folder. Unread feeds appear in bold face.
5
You can also add links or RSS feeds using the Add or View Favorites button.
Manage links and RSS feeds
From the Favorites pane, you can do the following:
• Delete, rename, or edit a link or RSS feed using the context menu.
• Create a folder to store links or RSS feeds. You can also drag-and-drop favorites across folders.
• Delete individual link items or RSS feeds in a folder or move them to other folders before you delete a folder.
Search Help content
Adobe Help Viewer provides powerful search options. In online mode, which is the default mode, you can search
across the community Help content for your product (select the Include Community Help option). Alternatively, you
can search only in the selected Help system (select This Help System Only option).
Community search results include following information:
• The latest version of the complete product Help (including comments moderated by experts.)
• Community content hand-picked by Adobe and industry experts, including videos, tutorials, tips and techniques,
blogs, articles, and examples for designers and developers.
• Other content on Adobe.com, including TechNotes, downloads and updates, Adobe Developer Connection
tutorials, and more.
• A custom search on Community Help content. Adobe experts work to ensure that the top search results include a
mixture of content, including product Help.
• A product portal page called the Help and Support page to access all the components of Community Help for a
specific product.
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USING ROBOHELP HTML 8
Getting started
Adobe Help Viewer supports search suggestions indexed by the author, Community Help moderator, and search
engines. As you enter search text, you get search suggestions.
Keyword suggestions in the Search box
In the offline mode, you can search within local Help only.
Managing comments
You can use the commenting feature to add notes to any topic viewed through the viewer. You can view these
comments for later reference. Alternatively, you can post the comments to the Adobe Help Community server if you
are connected to the Internet.
6
You need an Adobe ID to post comments in the Adobe Help Community server. However, you can add comments in
your local Help system in the offline mode without signing in.
View the Comments pane
❖ Do one of the following:
• Click the Comments icon.
• Click the dotted line icon at bottom center of the Help pane.
Add private comments in local Help topics
1 Click Add Comments in the Comments pane and enter your comments.
2 Select the Keep Private check box, and click Save.
Note: In the offline mode, the Keep Private check box is selected by default.
Post comments to the Adobe Community Help Server
1 Open any Help topic from the online Help system or content from a website URL for commenting.
2 Click the Sign In URL to sign in with your Adobe ID.
3 (Optional) Click the Create A Free Adobe ID link to create an account.
4 (Optional) Enter the details in Create An Adobe ID dialog box, and click Sign In.
5 Click Add Comments in the Comments pane and enter your comments.
6 Clear the Keep Private check box, and click Save.
Other resources
Online Help also includes a link to the complete, updated PDF version of Help.
Visit the Adobe Support website at www.adobe.com/support/robohelp to learn about free and paid technical support
options.
Last updated 3/1/2010
Download the documentation of older versions of RoboHelp from
You can enhance your product by integrating various services, plug-ins, and extensions in your product. You can also
download samples and other assets to help you get your work done.
Adobe Exchange
Visit the Adobe Exchange at www.adobe.com/go/exchange to download samples as well as plug-ins and extensions
from Adobe and third-party developers. The plug-ins and extensions can help you automate tasks, customize
workflows, create specialized professional effects, and more.
Adobe downloads
Visit www.adobe.com/go/downloads to find free updates, trials, and other useful software.
7
Adobe Labs
Adobe Labs at www.adobe.com/go/labs gives you the opportunity to experience and evaluate new and emerging
technologies and products from Adobe. At Adobe Labs, you have access to resources such as these:
• Prerelease software and technologies
• Code samples and best practices to accelerate your learning
• Early versions of product and technical documentation
• Forums, wiki-based content, and other collaborative resources to help you interact with like-minded users
Adobe Labs fosters a collaborative software development process. In this environment, customers quickly become
productive with new products and technologies. Adobe Labs is also a forum for early feedback. The Adobe
development teams use this feedback to create software that meets the needs and expectations of the community.
Adobe TV
Visit Adobe TV at http://tv.adobe.com to view instructional and inspirational videos.
Introduction to RoboHelp
Adobe RoboHelp 8 software is designed for developing Help systems, eLearning content, policies and procedures, and
knowledgebases. Its enhanced editing and layout capabilities enable you to create professional looking content. You
can publish this content to multiple channels, including Adobe AIR for an integrated online and offline user
experience.
Worldwide, Adobe RoboHelp 8 is a leader of online Help authoring tools through innovation. New features create a
more productive experience for technical communicators and their audiences.
Last updated 3/1/2010
USING ROBOHELP HTML 8
Getting started
What’s new in RoboHelp 8
Authoring enhancements
XHTML support RoboHelp creates topic files in Extensible Hypertext Markup Language (XHTML) and project-
specific files in XML. Structured authoring in XHTML ensures well-written code, closed tags, no overlapping of tags,
properly quoted attributes with explicit values, and no proprietary attributes. RoboHelp upgrades all the old RoboHelp
HTML topics to XHTML when it upgrades or imports them.
You can import an XHTML or HTML topic from the File menu and open the topic to edit in HTML view directly. For
detailed Help, see
Enhanced editing support in Design Editor The enhanced Design Editor in RoboHelp 8 lets you use advanced list and
table styles, drag and drop text in tables, and merge and split table cells. It provides clean code with no proprietary tags.
All the RoboHelp specific code is in the form of XML standard processing instructions (PIs). For more information
on lists and styles, see
World Wide Web 3 Compliance (W3C) RoboHelp 8 provides an option to validate topics and projects for W3C
compliance. It displays error messages or warnings that appear for any noncompliance with W3C. See
compliance” on page 120.
List and table enhancements RoboHelp 8 supports advanced lists and autonumbering. You can apply styles to change
the appearance of lists. See
“Author in XHTML” on page 104.
“Author in XHTML” on page 104.
“W3C
“List styles” on page 147.
8
Enhanced table support allows you to insert columns and rows in a table, and cut, copy, and paste columns, rows, and
cells. You can merge and split cells and insert a table within a table. See
Enhanced language support RoboHelp 8 provides multiple-language support at the paragraph, topic, and project
level. The language defined at a paragraph level takes precedence over the language defined at a topic or project level.
The language that takes precedence at a level is called the effective language. The effective language is used in spellchecking, the dictionary and thesaurus, generation of the smart index, and preparation of the full-text search, not only
at a project level but also at a topic and paragraph level. See
Insert HTML comments, iframe You can insert an HTML comment at any location in a topic. These HTML comments
are added in a particular format and viewed in a pop-up window. See
You can insert an iframe in an HTML topic to include another HTML page or PDF file in it. You can also access URL
links to view a web page in an iframe. See
“Iframes” on page 205.
“Support for multiple languages” on page 45.
“Create and manage table styles” on page 146.
“HTML comments in topics” on page 204.
Import enhancement features
Project-based common import settings Create a standard set of conversion settings for importing Adobe®
FrameMaker® or Microsoft® Word content into RoboHelp projects and use these settings across multiple projects.
These settings include FrameMaker or Word templates, Cascading Style Sheets (CSS) for RoboHelp projects, style
mapping between FrameMaker formats or Word styles and RoboHelp styles, and all other settings specified in the
Conversion Settings dialog box.
Direct import of HTML or XHTML files You can import HTML or XHTML files directly from File > Import >
HTML/XHTML File.
Enhanced FrameMaker document import In RoboHelp 8, you can import and link FrameMaker 8 and 9 books.
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USING ROBOHELP HTML 8
Getting started
RoboHelp 8 maintains content integrity for imported FrameMaker content. RoboHelp retains lists, tables, images,
SWF content, conditional text, variables, tables of contents (TOCs), indexes, glossaries, and user-defined markers as
processing instructions (PIs). Enhancements in importing FrameMaker files allow for the following:
• Enhanced Add or Import settings from a common user interface
• New workflow
• FrameMaker template support
• Import styles for style mapping (table styles, list styles, and image settings)
• Enhanced import of vector graphics
• Import of alt text for anchored frames
• List conversion option for each style
• Import and export of settings
• Pagination on FrameMaker styles
• Custom HTML tag for each style
• Ignoring empty topics (after pagination)
• Project upgrade
Enhanced Word document import and linking RoboHelp enables you to include Microsoft Word document formats
(*.doc, *.docx, *.docm, *.rtf) as source files in RoboHelp 8. You can add Microsoft Word documents to a RoboHelp
project, update them when the Word documents change, and generate different single-source outputs. The source
documents as well as generated topics, CSS, images, multimedia, the TOC, the index, and the glossary are visible in
RoboHelp. You can manage, preview, sync, and control Word documents from RoboHelp. You can link Microsoft
Word documents in RoboHelp by copy or reference. See
“Importing and linking Microsoft Word documents” on
page 54.
9
DITA content import RoboHelp 8 allows for the import of a DITA map file or a DITA topic into an existing RoboHelp
project. You can also import a DITA map file to create a RoboHelp project and publish the desired output. See
“Import
a DITA map file” on page 84
Single-sourcing features
New CSS editor The style-editing interface is new, letting you change the most common properties quickly. The new
Style editor enables you to define new styles such as lists and table styles. You can define multilevel lists and
autonumbering in the Style editor. Using the Style editor, you can change images in twisties, and in drop-down and
expanding hotspots. See
Styles and Formatting pod The Styles and Formatting pod enables you to apply styles and lets you access the Style
editor to create a style or edit a style. See
Master pages support Master pages separate content from the layout. Master pages also act as a template for a
particular HTML topic. In RoboHelp 8, you can define the placement of headers, footers, and HTML text. You can
add placeholders for breadcrumbs and mini TOCs in master pages. See
Resource Manager pod The Resource Manager stores all the common resources to use across projects and allows for
quick access and management of common resource files. See
Formatted user-defined variables A formatted user-defined variable is a single-sourcing inline element containing
styling information. Using the new Design Editor especially designed for editing variable styles, you can apply
formatting on the text and insert images, multimedia, and FLA files. See
“Manage style sheets” on page 143.
“Create a style using the Styles And Formatting pod” on page 145.
“Master pages” on page 107.
“Resource Manager pod” on page 15.
“Format a user-defined variable” on page 139.
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Apply master pages or CSS in SSL Single-source layouts let you override master pages or the CSS when output is
generated. For different output results, you can apply different master pages or a different CSS to all the topics in a
project. See
“Applying a master page or CSS at the time of generation” on page 110.
USING ROBOHELP HTML 8
Getting started
Publishing features
Adobe AIR The Adobe AIR output type allows you to generate Help in Adobe AIR format. The cross-platform Adobe
AIR Help format provides several enhancements, such as these:
• Easy navigation through breadcrumbs
• New templates and skins
• A rich branding experience, and the ability to insert corporate logos and an About box in Help
• Rich commenting and auto-updates
• Browser-based Help, with both offline and online content
• Ability to add and access RSS feeds
• Enhanced search
See “Adobe AIR layout” on page 269.
Search enhancements New RoboHelp search supports the following features:
10
• Ranking of search results
• Keyword search
• Synonym search
• Excluded topic search
• Multiple-language search
• Substring search
• Phrase search
• Customizable search results list
• Topic context in search list
• Baggage file search
See “RoboHelp Search” on page 191.
Enhanced printed documentation options Apply either a Microsoft Word template or a style sheet to the content
when you generate output.
Breadcrumbs and mini TOCs Use placeholders for breadcrumbs and mini TOCs in master pages and topics. Generate
or preview Help to automatically insert the breadcrumbs and mini TOCs. See
Glossary enhancements In RoboHelp 8, a topic always has the updated definition for a marked term. The Glossary
Hotspot wizard inserts markers for the terms defined in the glossary. It does not insert definitions. Instead, RoboHelp
adds definitions when you generate previews or output. Thus a topic always has the updated definition for a marked
term. See
“Glossary hotspots” on page 174.
“Insert a placeholder” on page 109.
Merged project enhancements Merged project enhancements introduce the concept of a child project referring to a
master TOC. Child projects automatically synchronize with the merged TOC, and you can see the merged TOC in the
child projects.
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DHTML effects support in Safari and Firefox Some RoboHelp layouts support DHTML effects in Safari and Firefox
USING ROBOHELP HTML 8
Getting started
browsers. The supported DHTML effects include Spiral In, Spiral Out, Zoom In, Zoom Out, Show, Fly In, Fly Out,
and Elastic.
Twisties Use twisties in the CSS editor to enhance glossary terms, drop-down text, and expanding text. You can
change images in twisties for open and close. RoboHelp displays glossary terms, drop-down text, and expanding text
with images to expand or collapse them. See
“Twisties” on page 339.
Productivity features
Scripting support In RoboHelp 8, you can create your own scripts to automate repetitive tasks and key workflows.
The Script Explorer pod enables you to execute and manage scripts, and you can execute your scripts using the
command-line parameters.
RoboHelp provides a set of sample scripts that you can use right away or customize for your needs. You can access
these sample scripts, such as Word Count, UDV Converter, EclipseHelp.jsx, SaveAsProjectTemplate.jsx, or Link
Converter, or create your own scripts using the Script Explorer pod. See
page 338.
Adobe ExtendScript Toolkit 4.0, included with RoboHelp 8, enables you to author and debug scripts.
Integration with Adobe Captivate 4, RoboSource Control 3.1, and RoboScreenCapture®Create and edit Adobe
Captivate® 4 demos and simulations from within the RoboHelp HTML application.
“About ExtendScript Toolkit support” on
11
While installing RoboHelp HTML 8, you have the option to install RoboSource Control™ 3.1 to control the versions of
projects.
You can open and edit images using RoboScreenCapture from within the RoboHelp HTML application.
Custom To Do list RoboHelp 8 helps you manage a To Do list, facilitating addition and deletion of To Do items from
the project. By default, RoboHelp 8 supports 11 To Do list items. See
“Using the To Do list” on page 39.
Usability features
Project Manager enhancements In the Project Manager pod, you can customize the ordering of topics in folders to
define a chapter layout for the project. The Auto-Create TOC feature uses the ordering to create a logical TOC. You
can sort the order of folders and topics alphabetically.
Option to install RoboHelp for Word The RoboHelp 8 installer gives you the option of installing RoboHelp for Word.
By default, the option is not selected.
File type mapping In RoboHelp 8, you can associate various file types with applications installed on your system. See
“Map file types” on page 40.
Re-create the project cache The new Re-create Project Cache option re-creates the project CPD file before opening
the project. This option ensures that you don't have to delete the CPD file manually.
Windows Explorer support Locate files and folders on your system using Microsoft® Windows® Explorer. In the
Project Manager and Project Set-up pods, right-click and select the Explore option to locate files or folders.
Desktop icons during installation You can opt to create desktop icons during installation.
Support for Adobe® Flash® content In RoboHelp 8, you can insert FLV files and play them in Flash® Player, which is
provided with RoboHelp 8.
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Additional browser support In RoboHelp 8, you can open web-based Help in different browsers such as Firefox,
USING ROBOHELP HTML 8
Getting started
Safari, and Microsoft Internet Explorer. This support is improved for Firefox and Safari browsers.
Change default TOC, index, and glossary In RoboHelp 8, you have an option to set any TOC, index, or glossary as the
default.
Topic tab support You can close a topic from the topic tab by choosing File > Close, or by pressing Ctrl+F4.
12
Last updated 3/1/2010
Chapter 2: Exploring the workspace
Workspace overview
The RoboHelp workspace includes pods, panes, and customizable toolbars and menus. Expanding menus track
commands you frequently use and display them on a shortened version of each menu. You can also customize
keyboard shortcuts and add new toolbars.
Multiple Document Interface (MDI) support lets you edit multiple topics concurrently. You can paste objects and
selections across multiple topics. You can select horizontal or vertical tiling of topics.
A
13
B
C
D
RoboHelp workspace
A. Design Editor B. C. D. Clubbed pods
Working with pods
Pods are workflow panes that you can float or dock anywhere in the application window. They provide quick access to
logically grouped features from one location. For example, you can select and generate various layouts from the Single
Source Layouts pod.
RoboHelp provides access to your most frequently used pods and projects, with flexible options. You can move a pod
anywhere on the screen or to a different monitor. Use the auto-hide feature of pods to show or hide them on the
desktop.
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Exploring the workspace
View a pod
❖ Select View > Pods > [pod name].
Types of pods
Starter pod
The Starter pod provides links to common commands and product information.
Open A Recent Project Open recently used projects (up to ten recent projects are listed) and other projects.
Create New Select the Help type you want to generate.
Import Import a Help project, such as an HTML Help project, Word document, and all other available types.
Resources Access forums, developer centers, knowledgebase articles, and other online content.
News Announcements Access information about Adobe products.
View Online Help Access the complete online Help.
Quick Tour Of RoboHelp Link to the RoboHelp product page on the Adobe website.
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Project Manager pod
The Project manager pod contains various folders where you create and delete project files, or edit their properties.
More Help topics
“Project Manager folders” on page 42
Project Set-up pod
The Project Set-up pod contains the following folders:
Windows folder Containers for output. Custom windows for projects are stored in this folder. Modify window
properties by double-clicking a window icon.
Master Pages folder Use master pages to reuse information and create a standard appearance across topics.
Skins folder Use skins with WebHelp or FlashHelp projects to change the appearance of the Help system. You can
match the appearance of a company website or add interest and style to the output. Use skins to customize colors,
buttons, text, fonts, icons, backgrounds, multimedia (FlashHelp projects), images for TOC icons and navigation
buttons, and more.
Context-Sensitive Help folder Container for the Map Files folder and the What’s This Help Files folder.
• Use the Map Files folder to access map files and perform most window-level context-sensitive Help tasks.
• Use the What's This Help Files folder for field-level context-sensitive Help in HTML Help projects.
More Help topics
“About context-sensitive Help” on page 212
“Map files and map IDs” on page 213
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USING ROBOHELP HTML 8
Exploring the workspace
Snippet pod
Add custom HTML code snippets to a project for insertion later into desired topics. When you modify a code snippet
shared by different topics, the changes are reflected in all the associated topics.
Snippets are stored in a Snippet library as separate files with the .hts extension and always appear in a sorted order in
the Snippet pod. You can drag snippets to desired locations in a topic. You can also select snippets and then copy,
duplicate, or delete them. Select the Preview option from the context menu to preview a snippet.
More Help topics
“Single-source with snippets” on page 141
Styles And Formatting pod
Use the Styles And Formatting pod to apply styles quickly. Select a style in the pod and apply it to the selected text in
the topic. You can create and edit a style directly from the pod. Right-click the name of a style to rename, delete, or
preview that style.
Note: Select Format > Styles to view the Styles And Formatting pod. You must open a topic to view the Styles And
Formatting pod.
More Help topics
“Create a style using the Styles And Formatting pod” on page 145
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User Defined Variables pod
From the User Defined Variables pod, you can accomplish these tasks:
• Create, edit, or delete variables.
• Create, edit, or delete variable sets.
• Provide and modify run time values uniquely for different variable sets while generating the output.
• Format variable values.
More Help topics
“User-defined variables” on page 138
Error List pod
The Error List pod shows buttons for errors, warnings, and messages which are displayed when you try to validate a
topic or a master page. You can click these buttons to display the relevant information in the Error list. The caption of
buttons shows the number of errors, warnings, and messages. You can click all of these buttons to display the relevant
information.
Resource Manager pod
The Resource Manager stores all the common resources to use across projects and allows for quick access and
management of common resource files.
Root folder Stores all folders or files in the root folder.
Category The Category folder is in the root folder. The contents of the Category folder, including the subfolders,
appear in the Resource Manager pod. If the Category folder is not present in the root folder, the Resource Manager
pod is empty.
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File Type Lists the extensions associated with a category. (Each category has its own file type.) From the file type, you
decide which category the file belongs to.
You can preview the following files in the Resource Manager pod:
USING ROBOHELP HTML 8
Exploring the workspace
• Snippets
• Images
• HTML
• XML
• TXT
• Multimedia
RoboHelp Server pod
The RoboHelp Server pod enables you to connect to RoboHelp Server. You can configure the setup for the server by
selecting WebHelp Pro or FlashHelp Pro as the primary layout. You can enter the
name/server and connect to it to publish your projects.
Servername:port/context-
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Environments
A RoboHelp environment refers to the arrangement of various workspace components, such as pods, in the main
application window.
Create and save an environment
You can create multiple environments for a project. Only one environment is loaded at a time.
1 Arrange pods.
2 Select File > Environment > Save Environment.
3 Type a filename, including the .rhs extension.
4 Specify a location for the environment. The default location is C:\Documents and Settings\[user name]\My
Documents\My RoboHelp Projects.
Note: You can exchange an RHS file with other authors.
Load an environment
1 Select File > Environment > Load Environment.
2 Browse to an RHS file and select it.
3 Click Open.
Note: The last environment you used before closing RoboHelp is used the next time you open RoboHelp.
4 In the Commands section, click New Menu and drag it to the location where you want it to appear on the menu bar.
5 Right-click the New Menu item on the menu bar and click inside the Name field.
6 Type the desired menu name and press Enter.
7 Choose different categories and drag the desired commands to the menu.
8 Click Close.
9 Restart RoboHelp HTML to preserve changes.
Customize toolbars
1 Select View > Toolbars > Customize.
Note: You can also right-click a toolbar and choose Customize.
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2 Do any of the following:
• To create a toolbar, click the Toolbar tab. Click New, type a name, and click OK.
• To add an item to a toolbar, click the Commands tab. Select a category, and drag a command to the toolbar.
• To edit a newly added toolbar item, right-click its icon in the toolbar and select options, such as Delete and
Name. The Begin Group option inserts a separator bar to the left of the item.
You can use an ampersand (&) in the name to add keyboard shortcuts. For example, for the Format menu, an
ampersand precedes the letter "o" in “Format”. To access the Format menu using the keyboard shortcut, press
Alt + O.
• To edit menus and toolbar items, click the Options tab. Set the following options as needed:
Always show full menus Select this option to show all the available menus.
Show full menus after a short delay Select this option to show few menus on starting the application and few
after a short delay.
Reset menu and toolbar usage data Click this button to delete the records of all the new or modified commands
you have used and restore the default settings.
Large icons Select this option to show large icons for the menus.
Show Screen Tips on toolbars Select this option to show Screen Tips on the toolbars.
Show Shortcut Keys In Screen Tips Select this option to show keyboard shortcuts in Screen Tips.
Menu animations Select an animation type from the pop-up menu.
More Help topics
“Create keyboard shortcuts” on page 18
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USING ROBOHELP HTML 8
Exploring the workspace
Enable and disable smart menus
Smart menus display only the most frequently used commands. To access the hidden commands, click the down arrow
at the end of the command menu.
1 Right-click a toolbar.
2 Select Customize.
3 Click the Options tab.
4 Select or deselect Always Show Full Menus under Personalized Menus And Toolbars.
Create or remove keyboard shortcuts
Create keyboard shortcuts
1 Select View > Toolbars > Customize.
2 Click the Keyboard tab.
3 Select a command category.
4 Select a command to assign to a keyboard shortcut.
5 Type the keyboard shortcut in the Press New Shortcut Key box.
6 Click Assign.
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Remove or reset keyboard shortcuts
1 Select View > Toolbars > Customize.
2 Click the Keyboard tab.
3 Do one of the following:
• To remove a keyboard shortcut, select the category and command for the shortcut to remove. Select the shortcut
in Key Assignments, and click Remove.
• To restore all shortcuts to their defaults, click Reset All.
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Chapter 3: Projects
Project basics
Basic workflow
1. Create a project.
Every Help system has at least one project. The basic element of the project is the topic.
2. Author the content.
Create topics. You can add multimedia now, or later when you customize the output. Work with the application
developer to start planning which topics to also use for context-sensitive Help. Context-sensitive topics appear when
the user clicks a Help button in the user interface or presses F1.
3. Import files.
You can import HTML files, Microsoft Word files (.doc, .docx, .docm, .rtf), FrameMaker books and documents (.book,
.bk, .fm, .frm, .mif), XML files (.xml), and Adobe PDF files (.pdf).
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4. Develop the navigation.
Based on the hierarchy, or organization scheme, of the content, create links among topics and to external content if
necessary. You can also link text or images to other content. Create a table of contents that reflects the content
hierarchy, and include an index that users can browse. You can also create browse sequences, paths a user can follow
through Help topics. For example, if a user must read several related topics to understand a feature completely, you
can link them in a browse sequence.
5. Customize the output.
You can apply layouts (which determine behavior and appearance) and formatting. You can also use conditional text
to show or hide content, depending on user interest, application being used, skill level, and other factors. Add
multimedia to make your Help more compelling and richer.
6. Create, test, and distribute the Help package.
Create the output so you can view the Help and check links, formatting, and so on. Test every output you intend to
distribute, including printed documentation.
About projects
Projects contain the source files that become the final Help system. Help authors work with the project files, and Help
users view the output. For CHM output, the project contains the content you create and the properties you set up, such
as what the output window looks like. The developer determines the window for webhelp and flashhelp output
formats, or leaves them to run in your browser window. Create folders in the Project Manager to organize topics and
structure the Help system.
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Projects
Projects are collections of files. The project file (XPJ file) contains information about the content and properties of the
project. Whenever you change the project, this file (and any other affected file) is updated automatically. Project files
consist of the following:
Content Project files contain topics with content and information about the location of topics, images, index, TOC,
and other files.
Properties Projects contain setting information, such as project title, language, and windows. When you first create a
project, the basic (default) settings are used. Modify these settings according to your design needs.
Navigation Projects include a table of contents, index, and full-text search.
You can view the elements that make up a project in several places, including the Project Manager, Single-Source
Layouts pod, and Project Settings dialog box. You can also generate various reports (Tools > Reports) that identify
project status, duplicate topics, files distributed with Help, and so on.
Help project components
Help systems are made up of different components that vary according to the Help format you deliver.
Projects RoboHelp HTML creates a main project file (with the extension .xpj) that contains the information about
your topics, images, and other files. (Open this file to open a project.) Project files also contain the settings that affect
the appearance and functionality of a Help system.
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Topics The basic unit of a Help system is the topic. Topics communicate the message of the Help system, mainly
through text and images. You decide the content, format, and organization of your topics.
Table of contents If a table of contents is included, users see a Contents tab or button when they open the Help system.
The table of contents presents a hierarchical outline of what the Help project contains. Users can browse and select
topics to view from the Contents tab.
Indexes If an index is included, users see an Index tab or button when they open the Help system. The index displays
a multilevel list of topics and keywords or phrases that you’ve specified.
Full-text search Full-text search allows users to find specific words and phrases that occur in the content.
Links and navigation Users navigate a Help system by clicking links. You design the strategy that connects your topics
together. The most common links are from one topic to another. Links can also go to topics in different Help systems,
different output formats, and even to a website or an application.
Styles You format topics using styles. Styles are named formats that you design and apply to control the layout and
appearance of text.
Image and multimedia files Images and multimedia files enhance Help by adding graphics, sound, video, animation,
and more.
Windows Windows are the frames that display topics. In certain output formats, you can customize the appearance
and attributes of windows. You can also design new windows to suit your content. You can open multiple windows
and from the Windows dialog box, select a window and click Activate to bring it to focus. Click Save to save the
displayed window in focus. Using the Windows feature, you can rename the project title to display in the output.
Compilers The Help compiler isn’t part of the final Help file, but you sometimes need a compiler to create the Help
file. For example, in Microsoft HTML Help projects, the compiler aggregates the source files and other project
components. The compiler then creates one Help system file that you distribute to end users. (WebHelp and FlashHelp
projects are not compiled.)
Viewers and browsers Users access the Help system from within a viewer or browser.
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USING ROBOHELP HTML 8
Projects
Files in a project
Main project file (XPJ)
The project file (.xpj) is XML-based. You can open project files with the .mpj extension, the format for older versions
of RoboHelp, but they convert to XPJ files.
Folder files (FPJ)
Each project folder has an FPJ file that lists the folder contents. RoboHelp displays only those subfolders and topics
that are listed in the FPJ file of a folder.
All the subfolders have their respective FPJ files. The name of an FPJ file except the FPJ file for the project folder is
same as that of the folder.
The name of the FPJ file for the project folder is root.fpj. The root.fpj file is modified if you add, delete, or rename a
topic or subfolder inside the respective folder. The root.fpj file is also modified if the order of topics or subfolders is
changed in Project Manager.
Single-source layout files (SSL)
A single-source layout file (SSL) is used for each single-source layout. An SSL file stores the properties of the respective
single-source layout and is modified when you edit the properties. An SSL file does not get modified on generating,
viewing, or publishing a single-source layout.
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Auxiliary project files (APJ)
The following components have corresponding APJ files, which get modified when you edit the components:
• Baggage files
• Colors
• Conditional build tags
• Font sets
• Information types
• Map files
• Pop-up note topics
• See Also keywords
• Skins (when adding or removing skins only)
• Single-source layouts (when adding or removing single-source layouts only)
• Topic keywords
• Topic templates (when adding or removing single-source layouts only)
• Windows
Other types of files
When you modify the following components, the respective file gets modified:
• Browse sequences (BRS)
• Topics (HTM)
• TOC (HHC)
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USING ROBOHELP HTML 8
Projects
• Index (HHK)
• Glossary (GLO)
• Image and multimedia files (filename extension varies)
• Style sheets (CSS)
About output types
RoboHelp can generate the following output types. These types have common basic characteristics but different
features and viewing and platform requirements.
WebHelp Adobe WebHelp format works with virtually any combination of browser and platform for web-based or
desktop applications, online Help, and online books. WebHelp also provides customizable navigation panes and quick
downloads.
WebHelp Pro WebHelp Pro is used for web-based applications, with features available only in server-based Help.
WebHelp Pro provides feedback on the use of your Help system. Authors can work on separate projects and publish
anytime, and projects are merged on the server at run time. RoboHelp Server is required to generate WebHelp Pro.
FlashHelp Adobe FlashHelp® uses Adobe Flash® to provide an interactive navigation pane, customizable navigation
controls, Flash animation, streaming video, audio, and graphics. Users need Flash Player.
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FlashHelp Pro FlashHelp Pro is used for web-based applications, with features available only in server-based Help.
Authors can work on separate projects and publish anytime, and projects are merged on the server at run time.
RoboHelp Server is required to generate FlashHelp Pro.
Microsoft HTML Help Microsoft HTML Help is used as application and stand-alone Help for Windows 98 and later,
using Internet Explorer 4.x or later, and provides unique features.
Note: Due to Microsoft security changes, Microsoft HTML Help is now used where the Help has to be run on the users
PC; it cannot be installed on a server without registry changes. WebHelp and FlashHelp are used where the Help is to be
run from a server. WebHelp and FlashHelp can be run locally, but it is not recommended.
XML XML output exports to Extensible Markup Language (XML) format, used to structure, store, and send
information. XML files use style sheets, as well as handler files. Handler files determine how RoboHelp imports or
generates the XML files, associated style sheets, and related components.
JavaHelp JavaHelp, from Sun Microsystems™, works with Java applications and is a delivery system, not an authoring
tool. JavaHelp features (TOC, index, searches, controls, global search and replace, pop-ups) are created automatically,
along with HTML features (links, Related Topics buttons, and image files).
Oracle Help Oracle Help for Java™ is used with applications written in any language. Oracle Help and the ICE 5
browser provide TOC, index, full-text searches, pop-ups, context sensitivity, and customizable windows, through the
Oracle Help viewer.
Printed documentation RoboHelp enhanced printed documentation provides control over structure, content, and
appearance of printed documents. You can organize the content as needed, format using CSS or Word template styles,
and produce formatted and structured Word documents or PDF files.
Adobe AIR The Adobe AIR output type allows you to generate Help in Adobe AIR format. Generate your content in
the cross-platform Adobe AIR Help format that brings a host of enhancements, such as these:
• Easy navigability through breadcrumbs, and more
• New templates and skins
• A rich branding experience, and the ability to insert corporate logos and an About box in Help
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• Rich commenting and auto-updates
• Browser-based Help, with both offline and online content.
• Ability to add and access RSS feeds
• Enhanced search
End-user viewer requirements
USING ROBOHELP HTML 8
Projects
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End-user system WebHelp/ProFlashHelp/ProMicrosoft HTML
Windows XP SP4
or later, XP, Vista
Mac OS, Linux®
Web browserWeb browser
with Flash Player
8.0 or 9.0
Web browserWeb browser
with Flash Player
8.0 or 9.0
Help
Built-in viewerJavaHelp viewerOracle Help
Not availableJavaHelp viewer Not available AIR Help Runtime
JavaHelp*Oracle Help AIR Help
AIR Help Runtime
viewer
* Requires JavaHelp viewer, Sun Java 2 JDK or later, and JavaHelp 1.0 or later components.
Create and open projects
Create a project
1 Do one of the following:
• Select File > New > Project.
• In the Starter pod, click More under Create New.
2 On the New pane in the New Project dialog box, double-click a project type. You can change the project type after
your project is created.
Blank Project Customize and publish a project in any output. You can modify the window settings for WebHelp,
FlashHelp, and HTML Help outputs.
Application Help Create a Help system that you can install locally. The Application Help project has sample topics
with notes on how you can customize and modify the information. For example, you can create a Help system to
document information about a company product.
Note: By default, the Application Help does not use master pages or snippets but you can always add them.
e-Handbook Create a project for an electronic handbook, such as an employee handbook for a company. The e-
Handbook project template provides the relevant folders and topics for you to place company-specific information.
e-Learning Integrate and organize Captivate demos into a project. Using the layout and recommendations
provided, you can create computer-based and web-based training.
Knowledge Base Create a knowledgebase that has an interface similar to a wiki page. The knowledgebase project
template contains master pages that you can customize. You can also create self-updating pages.
Web Application Help Create a Help system that you can publish on a server. The Web Application Help project
has sample topics with notes on creating online Help for a software application.
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Department Guidelines Create a Help system to outline guidelines for a department in a company. For example,
USING ROBOHELP HTML 8
Projects
you can create Help for a human resources department, outlining guidelines on recruitment and selection, flexible
working hours, and so on.
Disaster Recovery Plan Create a Help system with samples on how to write a disaster recovery plan.
Online Manual Create an online manual for a company product or software application.
Policies And Procedures Create a handbook or a document listing policies and procedures specific to an
organization.
Custom Customize a Help project template.
3 Specify options in the New Project Wizard dialog box:
• Leave Language as English or select another language to localize the project. Spell checking, indexing with the
Smart Index Wizard, and parts of the user interface are localized.
• If you select Save As Default, the selected language is used for all new projects.
4 Click Finish.
The first topic opens in the Design Editor on the right. On the left, the Project Manager opens. The first topic is selected
in the HTML Files (Topics) folder.
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More Help topics
“Change project settings” on page 29
Create a project by importing documents
1 Do one of the following:
• From the Starter pod, select a new project type from the Import list.
• Select File > New > Project. Click the Import tab and select a new project type.
2 Follow the prompts. The new project opens in RoboHelp.
Create a project using FrameMaker or Word documents
You can create new projects by importing FrameMaker or Word documents. While importing, you can map the styles
of these documents to styles in RoboHelp.
1 Select File > New > Project and click Import.
2 Select FrameMaker or Word documents and click OK.
3 Select from .book, .mif, .fm, .bk, and .frm files for FrameMaker and .doc, .docx, .rtf, and .docm files for Word. You
can import multiple FrameMaker or Word documents at the same time. You can import .book and .bk files one at
a time.
Note: For any FrameMaker format other than MIF, FrameMaker 8 or later is required. If the correct version is not
installed, you cannot import the file.
4 Enter the project title, filename, and location of the project.
5 Click Finish.
A new project wizard prompts you to select options to map the TOC, index, or glossary.
6 Select the required options, and click Next.
7 Click Edit.
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