How Do I Create A Manual Template?
In order to create a template for use when exporting a manual to Word you will need a program that can save a DOCX file. This lesson will show you how to use Microsoft Word (Word 2008 running on a Mac) to do this.
Create New Document
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Insert Page Break
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Insert a page break between the manual title and the Table of Contents.
Insert Table of Contents
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Now insert a Table of Contents on page 2. Use the Insert > Document Elements> Table of Contents menu.
Select Table of Contents Style
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Now choose the style for your table of contents.
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Your Table of Contents will look something like this. This is basically a placeholder where the Table of Contents will be inserted after you export a manual to DOCX.
Note: You will need to open an exported file in a word processing application in order to have the Table of Contents generated.
Insert Page Break
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Insert a page break between the Table of Contents and the lessons.
Insert Lesson Tag
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Now add the [[SCREENSTEPS_LESSON]] tag to the third page. When exporting a lesson ScreenSteps will look for this text in the document and replace it with the lesson contents.
Add Styles to Document
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Follow the instructions relating to adding styles to your document in the lesson on creating a template for a lesson.
Save Template
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You can now save the document in the ./DOCX/Topic folder in your Templates folder.
Export Manual
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The next time you export a manual to Word your new template will be available.
Violet
Should this be able to be performed with the Trial version of Pro?
Trevor DeVore
@Violet - Yes, custom Word templates will work with the trial version of Pro.