You are here: Document Engine > Toolbar



When creating or editing a document in Document Engine, use the toolbars to add dynamic data, format text, and create and edit tables. In the toolbar, the actions are grouped in tabs:

ClosedHome Tab

The Home Tab is the default tab, and contains many commonly used actions. Related actions are grouped together.

ClosedPage Related Actions

If you edit the XSL and then click Page Design, the changes are not saved.

However, if you click Save the XSL Code, you cannot return to page design mode for this page.

The code is saved as an XSL snippet and can be edited within the Document Editor, as a snippet.

ClosedClipboard Related Actions

Pasting content into the editor cleans up any formatting automatically before inserting it into the Editor.

ClosedText Related Actions

This group comprises of a set of formatting characteristics that you can apply to text, tables, and lists in your templates to quickly change their appearance.

ClosedQuick Insert Related Actions

For the special symbol to show up on the printed document, the user must choose the Helvetica font for special symbols.

ClosedDynamic Tab

This tab has tools that customize page content.

ClosedDynamic Group

This group contains actions to enter dynamic, or variable, elements. You can also manage loops, conditionals and complex conditionals.

ClosedTable of Contents Group: Bookmarks

Bookmarks are internal links inside your document. You can insert bookmarks anywhere in your content and create dynamic hyperlinks and page numbers to reference the content.

To insert a bookmark:

  1. Start the Document Engine and open a document.
  2. Click Bookmark.

    The Bookmark dialog appears.

  1. Enter a Name and Description.

The Name is used to refer to the bookmark from other places in the document and must be unique within a document.

  1. Select Save.

    An anchor is inserted at the cursor location.

    Bookmark elements are highlighted in green in the Editor.

    If you delete a bookmark, any references to it will not function anymore.

ClosedTable of Contents Group: Bookmark Link

Use Bookmark Links to add text that will link to a bookmark location when the user clicks on it. It inserts a hyperlink that references an existing bookmark.

To insert a Bookmark Link:

  1. Start the Document Engine and open a document.
  2. Click Bookmark Link.
  3. Enter a Name and Description.
  4. In the Select Bookmark drop-down, choose the bookmark that the current selection will be linked to.

  1. Select Save.

    Bookmark Link elements are highlighted in dark green in the Editor.

    Double-click "X" to delete a Bookmark Link.

    You cannot edit a bookmark link.

ClosedTable of Contents Group: Page Number

Use this feature to enter a Page Number.

  1. Start the Document Engine and open a document.
  2. In the Editor, place your cursor where you want to insert the page number, and click Page Number.
  3. Select from the following types of page numbers:
    • Current Page Number: Displays the current page number on the output.
    • Current Page Number out of Total Pages: Displays the current pag,e out of the total number of page,s on the output.
    • Total Pages: Prints the total number of pages in the document.
    • Page Number of Bookmark: Prints the page number of the page that contains a specified bookmark (used for Table of Contents).
  4. ClickSave.

    Page Number elements are highlight in light blue in the Editor.

    Double-click "X" to delete the Page Number element.

ClosedFormat Tab

You can format elements in a document such as lists, paragraphs, and templates. This tab is always visible to the user. The name of this tab changes based on the current selected node, to indicate that the formatting on this tab applies to the select node only. To specify a format for the whole page, go to the Page Properties panel.

Action groups & related Actions:

Background Images or Color is not supported when the output is of RTF Type.

ClosedFormatting Actions

  1. Start the Document Engine and open a document.
  2. Select a field within the Margins group (top, bottom, left or right). Enter the size of the margins.

    Each field should have a number, followed by the appropriate units. Valid units are: in, cm, mm. pt and px.
  3. Click Apply.

  1. Select a field within the Padding group (top, bottom, left, or right). This works similar to the Margins Group when the node selected is a <td> or a cell in a table.
  2. Click Apply.

  1. Select a background color. This color will apply to the block element.

  1. Click Open File Manager to select a background image. This will open up the File Manager dialog box.
    • Select the pencil icon to insert the file link.
    • Select the photo icon to insert the file image.
    • Select the eye icon to preview the file image.

ClosedTable Tab

The Table tab contains actions that allow the user to edit Table Properties. This tab is visible only when the cursor is placed inside a table.Placing your cursor over an icon displays its name.

ClosedInserting a Table

  1. Start the Document Engine and open a document.
  2. Move your cursor to a location where you want to insert the new table.
  3. Click Insert Table on the Home Toolbar.

    The Insert Table dialog box appears.

  1. Determine the number of rows for the table.
  2. Enter the number of columns you need for your table.
  3. Select the box next to "Include Table Header" to include a header row in your table.

This header row will appear with a darker dotted border in the editor. If the contents of the table flow onto the next page, the table header row will repeat on the next page as well.

  1. Determine the width of each column (inches(in), centimeters(cm) or millimeters(mm)).
  2. Click Insert Table, or choose Close to close the dialog box without saving the changes or entering a table.

ClosedEditing a Table

ClosedTable Groups

ClosedTable Row Groups

ClosedDeleting a Group



Related Topics Link IconSee Also