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Toolbox image Barry MacDonnell's
Toolbox for WordPerfect

Macros, tips, and templates for Corel® WordPerfect® for Windows®
© Copyright 1996-2024 by Barry MacDonnell. All Rights Reserved.

https://wptoolbox.com/tips.html
Page updated Sep 9, 2024

Tips & Tricks
[Main Tips Page]
"A problem clearly stated
is a problem half solved."
- Dorothea Brande (1893-1948)
American Writer and Editor

Section 1:  Automating documents and tasks
Section 2:  Automating templates
Section 3:  Formatting and structuring text
Section 4:  Menus, toolbars, property bars and keyboards
Section 5:  Miscellaneous tips and tricks
Section 6:  Other "tips" sites
Section 7:  Updating, upgrading, or reinstalling
See also -  
A list of over 150 related Tips pages and the Site Map

• Use your keyboard's Ctrl+F to find topics of interest on this (or any) page only.

Use the Google site search box above to search the entire Toolbox site (to refine your searches using Google see the Google site here).
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PC Magazine Review of WordPerfect Office 2021

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Section 1:

Automating documents and tasks

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☼  [Sticky>>] See the Library page's Section 1 for macros that help automate documents and tasks. [More...]

☼  [Sticky>>] How to set default formatting for new documents: A step-by-step guide. [More...]

☼  [Sticky>>] Some basic information about WordPerfect templates, including how to create your own custom templates. [More...]

☼  [Sticky>>] Some resources for creating macros and templates. [More...]

☼  [Sticky>>] Customizing WordPerfect - Three easy ways to play macros, load programs, type (insert) keystrokes, or use built-in WordPerfect features by customizing toolbars, property bars, keyboards, and menus. [More...] [See also Section 4 below]

☼  Quickly load a letterhead or other document based on a custom template with a mouse click or hot key. [More...]

☼  Inserting 'boilerplate' and other repeating items with QuickWords, QuickCorrect, QuickMacros, shortcut (or "hot") keys, templates, floating cells, styles, text variables, and the Corel ClipBook. [More...]

☼  Automatic numbering of paragraphs and list items: Starting, stopping, and toggling the automatic numbering (and bullet) feature -and- some tips and tricks for using automatic paragraph numbering, outlines, and numbered (or bulleted) lists. [More...]

☼  Using the merge feature (a.k.a. "mail merge"). [More...}

☼  Custom text styles: Creating text styles to instantly apply custom formatting - Saving custom styles to your default (or other) template - Retrieving custom (user) styles from another document or template - How to remove the new style from the default template. [More...]

☼  Enhance the Find and Replace feature.  [More...]

☼  Automate your current session tasks with a QuickMacro. [More...]

☼  How to stamp a document with "Draft," "Copy," or other identifiers. [More...]

☼  Creating sheets of identical labels and cards: Methods to quickly fill up Avery® sheets to make duplicate return address labels, shipping labels, business cards, etc. Which is best? [More...]

☼  Using two printer trays: Print or merge your letterhead from one printer tray and the second sheets from another tray, and keep the same formatting from record to record.

☼  Filling in forms using WordPerfect. [More...]

☼  Automatically associate a personalized keyboard or menu with a template so that the keyboard or menu will appear automatically when you open a new document based on the  template. [More...]

☼  Customize the return address on envelopes with graphics and font attributes. [More...]

☼  Drag-and-drop other program shortcut icons from the Windows desktop to WordPerfect's toolbar or a property bar for quick access to those programs.

•  Be sure they are shortcuts (they will have a small arrow on the icon); left-click on one of them and drag it to the WordPerfect toolbar or property bar (note that the latter may be a context-sensitive bar, so it may not always be visible).
•  To reposition it, just hold down the <Alt> key and drag the icon to a new location.
•  To remove it later, just hold down the <Alt> key and drag the icon from the toolbar or property bar.

☼  Quickly change printers:

•  If you want to easily print a document or an envelope to a different printer from the one normally used to print your document, then return the printer setting to the default, see this thread on WordPerfect Universe. It demonstrates a couple of macros for the purpose. (You can easily copy the macro code into WordPerfect; see here for instructions. Or see the final download post here by Klaus Pfeiffer for the ready-to-use expanded version for WP8+.)
•  See also "How to quickly change printers (WP8+) back to the default after printing to a different printer or faxing the document."
•  See also "Print envelopes to another printer..." here.

☼  Grammatik (on the Tools menu): More than a grammar checker and writing style analyst, Grammatik can check spelling, flag duplicate adjacent words and punctuation (such as might occur with cutting/copying and pasting), and more. See Help (F1 key; Index tab) for "grammar," "writing styles," "writing tools," and related topics.

☼  Macros and templates - Some links to several "How To" sites to help you create your own macros and templates. [More...]

☼  Master documents and Subdocuments - Notes and tips (and an automation macro on the same page). [More...]

☼  How to make WordPerfect play a macro or set some display settings each time it loads. [More...]

☼  More about customizing menus, toolbars, property bars, and keyboards to help save time, automate your tasks, etc. - see Section 4 below.

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Section 2:

Automating templates

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  [Sticky>>] Automating WordPerfect Templates.pdf - Revised 08/15/18; 610,443 bytes, 42 pages. For WordPerfect versions 8-X9+.  [See the file's Table of Contents.]

•  "Automating WordPerfect Templates" is a comprehensive PDF document about creating prompts (with WordPerfect's Prompt Builder), bookmarks, and template macros (optional) in a WordPerfect 8 or later version template to help you automate templates. [A PDF viewer such as the free Adobe Reader is required to read it.]

It is particularly useful as a "How To" guide on creating letterheads or other automated documents such as invoices, fax cover sheets, memos, orders, etc., that are based on a custom template.

Even if you don't need to employ all the features covered in the article, it can serve as a reference for future use. [This file is also included with an automated letterhead template in the Library, here.]

Note that certain other things that can be considered methods to automate your writing (e.g., custom styles, boilerplate) or tasks (e.g., shortcut keys, toolbars) are not covered in that PDF document. For these topics see Section 1 above and also the Browse link in the left column.

•  Note that the word "template" has a specific meaning in WordPerfect.

See the first section of Automating WordPerfect Templates, "What is a template?" Many users often mistakenly believe a template is any file they use over and over. This can lead to confusion -- especially when seeking help from advanced users, who know it is a separate file on disk. Quoting from the article:

In WordPerfect, a template is a document on your disk with a special filename extension, ".wpt," where the "t" stands for "template". Think of it as a stencil or model that you can use to make copies of the original. ... Like other word processors, every document you create in WordPerfect is based on a template. Even new, empty documents with names like Document1 are based on a special template, called the default template. ... Templates—whether default or custom—define formatting and program options for a document such as margins, tab settings, styles, menus, toolbars, and keyboard definitions. ...

•  For more information about templates -- both the default template and custom templates -- see this page.

  Predefined automated templates:

Some of WordPerfect's predefined templates (i.e., included under File, New from Project) can automatically fill in your personal information (name, address, telephone number, etc.), and might even prompt you for other data to put into that template's document.

The first time you open such an automatic template that requires such information WordPerfect will ask you for your "Personal Information." This will then be stored in your Address Book (usually accessed with Tools, Address Book) just like any other address. Generally, this is a one-time procedure.

[Some WordPerfect templates simply use text placeholders like <Company Name>. You can simply delete them and manually replace them with your own information. Or you can use the template as a model to create your own prompted templates: See Automating WordPerfect Templates above.]

You can have only one such default address entry for your Personal Information, and if you change it (with File, New From Project, Options, Personal Information; then after the change use the Options button again and click Refresh Projects), the change will affect all new documents that use personal information prompts.

For this reason, those who need different names on a document (such as a letterhead) may be better off creating copies of the template without any personal information prompts (i.e., type personal information directly on the template itself without using prompts). Each such custom template can be used to load documents using a toolbar button or menu.

To see more about this feature and how to automate your own custom templates, see the previous tip.

  Automatically insert the current date as (unchanging) text (not as a changeable format code) in a letterhead or template. [More...]

  Fill in portions of a letterhead or other "form" document based on a template using a macro or a simple keyboard merge. [More...]

  Load a letter (or any other template document) with a mouseclick. [More...]

  "Trigger" a macro from inside a template to play automatically when specific events occur as you use the template, such as when you print the document. For example, you could automatically run the spell checker before printing a document. [More...]

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Section 3:

Formatting and structuring text

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☼  [Sticky>>] See the Library's Section 2 for macros that help format and structure text. [More...]

☼  [Sticky>>] What is "Reveal Codes"? What it can do for you, and some resources and tips on using it. [More...]

☼  [Sticky>>] Making quick, global changes to common types of text formatting: Want to replace underlines with italics? Redline with bold? Pause at each instance found for your confirmation? See the Replace Codes macro which can do these things from a single menu. [More...]

☼  [Sticky>>] Headers, Footers, and Watermarks - how to start, stop, suppress, edit, change, replace, delay, overlay, and remove them. [More...]

☼  [Sticky>>] Numbering things in WordPerfect - Various topics on numbering pages, paragraphs, and other items. [More...]

☼  [Sticky>>] Using styles in WordPerfect. [More...] [Also: What's the difference between styles and templates? See here.]

  Working in the margins (i.e., the area outside page margin guidelines) - some tips

•  You can use <Ctrl+Shift+Tab> or <Shft+Tab> to enter a hard back tab (a.k.a., "margin release") to outdent the first line of a paragraph. [More...][related here]
•  Page numbering "outside" the margins. [More...]
•  Create text labels outside a document's page margins, along the edge of the page(s). [More...]
•  Create a user-specified "background fill" for the page, extending to outside page margins (or at any desired printable location). [More...]
•  Create a fixed, user-specified line border around pages outside page margins (or at any desired printable location). [More...]
•  Automatically number all lines of text outside page margins with Format> Line> Numbering. Enable (tick) the checkbox "Turn line numbering on". Set the Position to "Outside left margin". (See also How to number the lines in WordPerfect columns below.)
•  Create an outdented outline or numbered list. [More...]
•  Over-ride the page margin(s) -- e.g. to extend the bottom page margin to add (e.g.) a footnote in what is normally the non-printable area set by your printer. See this tip on WordPerfect Universe. Method: Use File, Page Setup, Add... (or use Format, Page, Page Setup, Add...) and name and define a custom page size with a length longer than your current one; then pick and use it at the top of the document.

  Convert mailing addresses to upper case without commas and periods (full stops) using a macro (to conform with suggested U.S. postal guidelines). [More...]

  Underlining the spaces between characters and words, and the thickness and style of the underlines in general, is controlled in WordPerfect by the "Text & Spaces" setting in Format, Font, Underline [tab].

•  If Text & Spaces is enabled in that dialog you'll get underlined spaces, which is preferred by most people.
•  Note that trailing spaces in a selection might be underlined, too, which is generally not desirable. The latter can happen in WordPerfect 10 and later version due to a disabled (by default) setting in Tools, Settings, Environment: "Use WordPerfect 9 text selection." For more on this see here.
•  You can remove underlining -- or change it to something else such as italics -- wherever it occurs in a document with a macro such as the one here.

  Need symbols? WordPerfect installs about 24 special TrueType symbol fonts with file names (on disk) that begin with "WP". These should appear in the Insert, Symbol dialog. [More...]

  How to number the lines in columns (created with Format, Columns)

Format your text in newspaper columns with Format, Columns. (Set "Space between" as desired.) Then -
•  In the first column, add line numbers with Format, Line, Numbering. (This brings up the Line Numbering dialog.)
•  Enable (tick) the checkbox "Turn line numbering on".
•  Set the Position to "Outside left margin".
•  Set the distance (in the adjacent measurement field), as desired.
•  Set the Font (button) to a smaller font, as desired.
•  Set any other options as desired.
•  Important: Enable (tick) the checkbox "Number all newspaper columns".
•  Click OK. [Screen shot of sample]

  Using shortcut keys, tabs, and indents in columns (created with Format, Columns)

•  For many built-in shortcut keys useful in columns see the PDF, "WordPerfect for Windows shortcut keys for the Windows and DOS keyboards" (14 pages) and search the document for "column" (~18 hits).

•  Some related tips:

•  Using tabs, indents, or hanging indents (Format, Paragraph, Hanging Indent) in columns requires that tab settings be visible on the ruler above each column where tabs, etc., are to be used. If you clear all tabs (with Format, Line, Tab Set, Clear All) in columnar formatting, tabs, indents, and hanging indents will not be functional in those columns.
•  Clearing all tab settings in columns with Format, Line, Tab Set, "Clear All" can be useful when you want to use custom tabs or indents in columns that might have existing tab settins. Just select the columnar text, clear all tabs, and then add your new tab settings.
•  Note that tab setting (tab stop) changes in columns will "flow" into the next column when you use Ctrl+Enter to shift typing to the next column, and remain in effect until you change them again. The "flowing" of tab settings makes sense, since if you delete the column definition ([Col Def)] all text reverts to normal margin-to-margin text (i.e., "one column") and custom tab settings will remain in effect at their previously designated locations -- as expected.
•  Using smaller tab settings (e.g., 0.25") in columns can improve the appearance of the text in the columns since the "white space" resulting from tabs or indents is more proportional to the column width than the 0.5" default. [For a macro to help do this with a couple of mouse clicks see TabSet25 in the Library.]
•  For more information about using the 24 tab types available in WordPerfect see Tab settings in WordPerfect.

  Need fancy page borders? Or end-of-paragraph symbols or characters ("enders")?

•  You can get some "fancy" borders with Format, Page, Border/Fill, and click the drop list, "Border Type". (See also here for other ways to create graphic borders.)

•  Also, there is a shipping macro to produce "enders": PARABRK.WCM. Just use Tools, Macro, Play, and type "parabrk" in the dialog. It should pop up a small dialog to let you choose an ender. (You can also assign the macro to a keyboard shortcut, toolbar, or menu: See here.) Tip: After you insert some enders, look in Reveal Codes and you will see how the macro has entered them. You should then be able to create your own by recoding a macro (Tools, Macro, Record) to insert symbols (Ctrl+w) or other characters.

  Need a different look in your document's headings?

[Note: This tip is NOT about headers.]

Here are just a few things you can do with headings:

☼  "Stepped" style headings: Copy the styles (screen shot) directly from the documents in Headings.zip (which demonstrate these styles) into your default template, or use the manual procedure explained in the documents to create your own versions.

☼  "Close up" the space between a heading (or other paragraph) style and the following paragraph: see here.

☼  Automatically number Legal, Standard, and Roman style headings: see here.

☼  To set up headings to the left of the page's body text such as found in many non-fiction books and manuals you can use WordPerfect's columns feature. [Screen shot in Page view] [Screen shot in Print Preview]

•  Set up the page format: Click Format, Columns. Choose 2 columns, then click the "Parallel" radio button. Set the first column's width (e.g., 1.3"), and the middle space between coulmns (e.g., 0.25").

•  Enter your text: With the cursor in the first column, enter your formatted section heading (e.g., you could apply the Heading 2 style from the Styles drop list on the property bar; this style is shown in the sample screen shots above).

Jump over to the second column with <Ctrl+Enter> and enter the body text for that section, using hard returns between paragraphs as usual.

When you are finished with that section's body text, jump to the next section's first column with <Ctrl+Enter>, enter a new heading (or graphic image), jump to the second column and enter body text, etc.

•  To discontinue ("stop") columns -- for example, to add a full-width heading such as a chapter title (perhaps using Heading 1 style) between such sections of columnar body text -- click Format, Columns, Discontinue.

☼ To create outdented section headings with graphic lines in the space under them that extend to the right margin see and example and the method here. (Includes a customizable macro to automate their creation and use.)

☼  See also: Styles (general information and links to other pages on this site concerning styles).

  Do you want to import a web page (or a selection of text) into WordPerfect with formatting and (embedded) images intact?

For the whole web page:

In WordPerfect X9 (and perhaps most earlier versions; e.g., it was originally tested in WPX4) you can copy the web page's address (i.e., the URL) from your browser's Address field to the Windows clipboard, then paste that address into WordPerfect's File, Open, File name field. (But see Notes below.)

When you click Open the program should then convert it to an ordinary WordPerfect document. [Thanks to Roy "lemoto" Lewis on WordPerfect Universe for this tip.]

Notes

•  This tip only works if you have disabled (un-ticked) Tools, Settings, Files, "Use enhanced file dialogs". Otherwise, using enhanced file dialogs (which many users prefer) will merely display the file, not convert it.


(Related note: See the Read Only tip below which requires this box to be enabled.)

•   Linked images will be missing after WordPerfect converts the web page, since it has no access to them. Also, hypertext links to related pages on that web page's site (e.g., relative links) won't work, and there might be some strange characters included with the converted text -- typically representing items that could not be converted.

•  This tip might not work in all versions of WordPerfect, perhaps due to changes in the program and/or changes in Windows. (However, as of May 2019 it worked in WordPerfect X9 under Windows 10 (1809).)

For a selection of text from a web page in a way that retains its original formatting when it is pasted into WordPerfect?

A recent WordPerfect Universe thread (October 8, 2021) shows a method (posted here) that uses the Corel utility Lightning (included since WordPerfect Office X8) to do the job. The general steps described there are:

1. Select the text material directly from the web page and copy it (Ctrl+c) to the clipboard.

2. Open WordPerfect Lightning (see the Windows Start menu, under your WordPerfect Office choice); then open a New Note in Lightning; then paste the copied selection into that note (it can be deleted later if desired).

3. On the Lighning toolbar, click the Send To icon, then choose "Send to Word Processor".

This will send (paste) the material into a WordPerfect document -- including the original formatting (at least in my brief test). I don't know if there is a limit to the selected material but it's worth testing.

As noted on the WordPerfect Universe thread it's a bit cumbersome but it might do the job to your satisfaction.

  Do you want to open a document in Read-Only mode?

Opening a document as a read-only copy means you can't accidentally save it with (e.g.) Ctrl+S — and thereby overwrite the saved (disk) version. You will have to use File, Save As to save this copy, which should help alert you to the issue.

Here are two methods:

Method A

If you have enabled (ticked) Tools, Settings, Files, "Use enhanced file dialogs" then you can use File, Open and click the button at the bottom of that dialog, Open as Copy. That button will let you open a copy of any document on disk as a read-only copy.

But note that you can still modify it and save it (e.g., with Ctrl+S), though in recent WordPerfect versions the program will open a Save File dialog and offer a different file name based on the first line of text).

Still, this might not be your preference, so see Method B which will first display an "Access Denied" message followed by the Save File dialog, etc.

(Related note: See the tip just above which requires this box to be disabled. The Open File dialog will then appear in standard Windows format.)

Method B

A small macro can change the current open document's Windows attribute to Read Only. See MakeReadOnly in the Library.

  Do you use full justification and also use two spaces at the end of a sentence?

In WordPerfect X4 (and perhaps other versions), the printed pages might show some lines that are not fully justified -- even though they appear to be fully justified on your screen. This seems to be due to using two spaces between sentences (which can be done automatically by WordPerfect as you type with an option in Tools, QuickCorrect, Format-As-You-Go). A solution is to use just one space to terminate sentences in such documents, unless there is an real need for extra spaces at that location.

Related tip: The DeSpacer macro can help remove all existing extra spaces in a document.

Note: WP11/12/X3 had a problem with the "Change two spaces to one space between sentences" setting (in Format-As-You-Go) previously mentioned; see here for the solution.

  Line Breaks:  Moving down a line without using the <Enter> key

Just press <Ctrl+Shift+L> to begin a new line of text.

This gives some of the same effect as pressing <Enter> — but it is interpreted by WordPerfect as a break in the line, not as an end of the current paragraph.

Purpose:

A line break can prevent indented paragraph text (including outlines, lists, and bullet text) from "wrapping" around to the left margin on the next line. Instead, it immediately positions the cursor directly under the current indentation location, not at the left margin. Hence, a line break goes straight "down a line" from previously indented text. (If the previous text is not indented the cursor will be positioned at the left margin after the line break, as expected.)

Related points:

1. A "line" as used here can mean a word, phrase, sentence, or paragraph.

2, Such a break in the line can also automatically occur in auto-numbered lists, bulleted lists, and outlines when you press <Enter> — which is why they wrap at the current indent location and not at the margin.

3. In Reveal Codes line breaks are indicated by a [Ln Brk] code, and paragraph breaks are usually indicated by either a [HRt] code or a [Para Style] code. (A paragraph style contains an internal [HRt] code.) All of them tell WordPerfect where to break the text and start a new line — but it's the type of "breaking" code (line or paragraph) that tells WordPerfect where to begin the following line.

Advantages:

If you need to create individual lines or paragraphs inside a block of text to which a paragraph style was applied — including WordPerfect's built-in Heading styles, outline and bullet lists, automatically numbered lists, or paragraph borders (Format, Paragraph) — that preserves both the existing paragraph style's formatting (and any automatic numbering) at that location and the same paragraph indentation (see Format, Paragraph, Indent) as preceding material, a line break can do the job.

Related tips:

▸ If you want to add a toolbar button for quick access to the Line Break feature, see the tip in the footnote on the AutoNumb.html page here.

▸ You can also assign the keyboard shortcut for a Line Break to some other available key or key combination: See the Assign page here; the feature is found under the Feature category "Insert" on the Keyboard Shortcuts dialog.

▸  If you have already typed several lines and/or paragraphs of text you can indent an entire block of them without using line breaks after each one by simply selecting the paragraphs and using Format, Paragraph, Indent -- or by using the F7 key or the F4 key (DOS keyboard) shortcuts. If you re-select those items, Shift+Tab will remove the indentation from them. [Similarly, you could create a custom Paragraph style to apply to the selected items, which would indent all of them. Additional formatting (e.g., a different font or size, etc.) can be included in such a style, if desired. Further, such styles can be automatically updated so that a change to one instance changes all of them wherever they exist in the document.]

  First Line Indents

If you use Format, Paragraph, Format, "First line indent" (usually, this is done starting at the top of your document) it will automatically indent the first line of all following paragraphs a specified amount (i.e., indent any text ending with a hard return or equivalent).

It is similar (but not identical) to using a Tab at the beginning of the first line of each paragraph. A tab sets the text starting at the next tab stop; a first line indent sets the line to a given dimension (e.g., 0.3" or whatever amount you choose).

Some writers prefer this feature to help reduce the need to press the Tab key at the beginning of every paragraph -- especially if they haven't done so already on multiple pages of existing text. It's quick and easy.

Note, however, that paragraph styles (e.g., WordPerfect's 5 built-in Heading styles or any user-customized paragraph styles) further in the document might also become automatically indented because -- as paragraphs -- they will "inherit" this setting. This might not be what you want. There's a workaround on the "Reduce spacing between a Paragraph heading style..." page under the "Other tips and workarounds" section. [Hint: It simply requires editing the Heading style in the document to add a pair of First Line Indent codes to the style; the first code should be set to a value greater that zero and the second code, which will take precedence, should be set to zero.]

  The Shadow Cursor feature

Appearance on screen:

The bar-plus-arrow symbol (image below) displays at the mouse cursor location when the Shadow Cursor is enabled (On) and when it was set to appear inside white space areas.

  Shadow Cursor

If it is set to appear inside text areas, it displays there as a single vertical bar without arrows.


Purpose [from WordPerfect X7's Help (F1):

... "The shadow cursor displays when you point to text or to white space (background), but only in the active editing area. The purpose of the shadow cursor is to show you exactly where the [insertion] cursor will go when you click the mouse. You can change settings for the shadow cursor, including how the shadow cursor reacts in the document window and how it displays. ..." [Emphasis added.]

In other words, when enabled (see Operation below) it helps you quickly set the position for entering new text.

Further, if you have set the Shadow Cursor display (see Operation below) to do this inside white space (i.e., blank) areas, it will do it automatically without you having to add any extra vertical and horizontal spacing using the keyboard.

There's a potential downside for some users here: Such extra spacing in empty areas is created with a combination of hard returns, tabs, indents, and/or space characters (visible in Reveal Codes). These format codes and characters will be retained in the document — and there might be a lot of them — until you deliberately remove them. (For informal work this might not matter, especially if the document will not need much revision.) Reveal Codes can help with the removal, as can Find and Replace.

Operation and modification

To turn this feature On or Off use View, Shadow Cursor. (See also the Tips below.)

Note that WordPerfect will retain that setting (On or Off). It's a program setting, not a document setting, so it will persist in the current and future WordPerfect sessions until you change it. (For quicker access see the Tips below.)

If it is On, when you click anywhere on the editing screen and then type some text, the text appears at the Shadow Cursor location. [Areas in the editing screen where the Shadow Cursor is "active" can be set to your preference — see next paragraphs.]

To change your default user settings for the Shadow Cursor, click on Tools, Settings, Display, Document [tab] and use the Shadow cursor section on that Display Settings dialog. [Note that these settings are in a different program location from the feature's On/Off setting described above, and they, too, will persist until you change them.]

In that dialog you can set the Shadow Cursor (when turned On) to be active only when the mouse is inside -

Text, or
White space, or
Both [white space and text].

In that dialog you can also specify where you want the insertion cursor to "Snap to" when the Shadow Cursor is On and inside White space -

Margins (left, right, or centered on margins)
Tabs (adds Tabs - the program default)
Indent (adds hard left indents)
Spaces (i.e., adds character spaces)

[Most users probably will find Tabs the most useful. The other three items might be useful for certain tasks, especially when the Shadow Cursor can be quickly toggled On/Off (see Tips below).]

When this feature is On...

¤  If you enabled "Active in ... White space (or Both)"
in the Display Settings dialog:

Clicking in a White space area in the document can insert one or more lines (hard returns), tabs, indents, and spaces, depending on the Cursor's "Snap to" choice on that dialog (Tabs — or more precisely tab stopsis the default choice).

This allows rapid positioning of your insertion cursor at the clicked location. [You can view the new format codes and spaces in Reveal Codes that are responsible for the new position.]

However, clicking in a Text area in the document will not insert extra hard returns, tabs, indents, or spaces.

[Some users might prefer the "Active in ... Text [only]" setting as their preferred default to help with insertion positioning in text areas and not introduce extra format codes in empty areas of the document every time the mouse is clicked there. It depends on the task....]

¤  [From WordPerfect 2020's Help:]
"... The shadow cursor changes appearance to show how text will be aligned when you start typing. [When it is inside white spaces] small arrows beside the shadow cursor point in different directions when text is left-justified, centered, or right-justified." (See the image in Appearance on screen above, which illustrates that typed text will be right-justified.)

¤  In documents containing hyperlinks: If you use the Shadow Cursor, and set it to anything other than  "Active in ... White Space," the Shadow Cursor will typically operate an activated hyperlink when clicked at the end of the hyperlink, not at any point before the end of the link. [But see exceptions to this and why some hyperlinks might fail.]

Tips

•  Make it easy to turn On and Off:

Right-click in the Application Bar at the bottom of the WordPerfect window (assuming View, Application Bar is enabled) and choose Settings. Then enable (tick) the checkbox for the Shadow Cursor. You can then click on the new icon on the Application Bar to toggle the Shadow Cursor on and off.

- Or -

In recent WordPerfect versions, just right-click on the document's edit screen to enable/disable the Shadow Cursor from the context menu that appears.

•  See WordPerfect Help (F1) under "shadow cursor, settings" for some basic information.

  The Table of Authorities feature

See Corel's article, "How to create a Table of Authorities in WordPerfect" at here. Corel also sells Perfect Authority at http://www.corel.com (it's also included in the Legal Edition). There is a tutorial on using Perfect Authority here.]

  Ever wonder what those items in Format, Line, Other Codes do? See here.

  What are those [Ignore...] codes on the page? Why won't the applied formatting take effect?

Usually, when you get an [Ignore...] code it means that WordPerfect cannot do something at that point because it is either not allowed, superfluous and not needed, or some other code is interfering with or taking precedence over your manually entered codes. Open Reveal Codes (<Alt+F3>) and check all format codes that precede the current location to see if there are any that might be taking precedence.

Related tip: You might also have to edit the initial [Open Style: DocumentStyle] code at the top of the document (double-click it in Reveal Codes) to check for hidden formatting that might be causing the problem. This style code contains many of the current document's formatting codes from the default template or custom template, and it might have been edited or changed from its usual setting.

  Numbering table rows, wrapping text around a table, sorting tables, and other WordPerfect table tips: See here.

  Outline fonts

•  If you select text and click Format, Font, Outline the text will be printed in outline form (i.e., with borders around the characters and with no fill in the characters' strokes).
•  However, unless you use a font that was designed to display on acreen in outline form, such as the Corel-supplied Swiss721 BlkOul BT, it will show on screen only as a normal font. You will need to print the page to see the outline font.
•  Sometimes, Publishing to PDF will not reproduce the outline font except for those fonts that can display the outline form on screen. Workaround: Use something like PDF995 to produce a PDF with the outline font. [Thanks to Charles Rossiter for these tips.]

  Need help with page numbering? See here for both basic information and over a dozen linked tips pages related to using page numbering in WordPerfect.

  Need to convert numbers or currency to their text equivalent? For example, you can convert $123.45 to One Hundred Twenty-Three and 45/100 Dollars ($123.45) with Mike Koenecke's ConvNum macro. You can convert normal numbers, dollars, pounds, euros, yen, etc. [For an example on using Mike's macro during a merge see the footnote here.]

 
Setting decimal font sizes in WordPerfect -- 11.5 point, 12.7 point, etc. -- and even font sizes larger than 72 points. There are two ways to do it. [More...]

  Check boxes: Here are several methods that create check boxes with an "x" or check mark inside them.

  Can you set a "default font" for ALL documents -- existing and new -- or just for new ones? See this thread at WordPerfect Universe (see also the other suggestions at the end of the thread -- especially those about NOT using File, Document, Default Font).

  Need to create a horizontal bar symbol (an "over bar" or "overline") over a letter, such as an "X-bar"? 
Use WordPerfect's built-in Overstrike feature

•  Click Format, Typesetting, Overstrike and type the letter in the field (e.g., "x").
•  Then press <Ctrl+W>. Look for symbol 1,21 (i.e., an overbar symbol) and choose it.
•  Click Insert & Close, then OK.

The symbol should appear in your document. In Reveal Codes you'll see an [Ovrstk] code which can be selected and turned into a QuickWord for easy access later.

Related tips:

☼  For another method to create a horizontal bar over more than one letter, see "Continuous Overbar on Multiple Characters" in this thread on WordPerfect Universe.]

☼  Using the WordPerfect Overstrike feature you can also insert some text format codes (bold, superscript, Large, etc.) with the Codes button on the Overstrike dialog. This might be useful to emphasize or elevate the symbol above the letter. For example, to put a small right arrow ("vector notation") above a letter:

•  Click Format, Typesetting, Overstrike and type the letter in the field (e.g., "x").
•  Click the Codes button on the Overstrike dialog and choose (e.g.) Bold. Repeat this step for Large and Superscript.
•  Then press <Ctrl+W>. Look for symbol 6,21 (small right arrow) and choose it. It should appear between the other "On" format codes and the "Off" format codes.
•  Click Insert & Close, then OK.

Note that you can double-click on the [OvrStk] code to edit these items.

☼  An alternative to the tip above, to produce the small arrow over a letter ("vector notation"): See this post on WordPerfect Universe for a "raw code" macro you can copy into WordPerfect that has a few options to produce vector notation.

  WordPerfect's Publish to PDF (Portable Document Format) feature: Here are some tips.

  Saving custom styles to your default (or other) template; importing custom styles from other documents (even ones you didn't create); and removing new styles from your template when you don't need them anymore: See here.

  Adding graphical emphasis to text: How to create custom paragraph/page border or fill styles.

  Automatic paragraph numbering, outlines, and numbered lists: Some things you can do

☼  Need to create numbered paragraphs or item lists automatically so that numbers change when you add or delete items? Tired of WordPerfect turning automatic paragraph numbering on whenever you type a "number-plus-tab" (e.g., 1.<tab>) to create a list? This is a QuickCorrect feature, called "QuickBullets." Here's how to quickly turn this feature on/off, along with several other tips to remove them, change them, create new outline styles (such as checkbox lists), or convert them to ordinary text.

☼  
Here's how to create or modify outlines [e.g., create fixed-width paragraph numbers and other custom-formatted paragraph numbers and styles (001, 002, etc., or [1], [2], etc.)].

☼  And for methods to "tighten" the horizontal spaces in outline levels see this page on creating custom tab settings for just the outline.

☼  Need a new bullet outline 'style'? Create custom bullets for your outlines.

  Mark a Paragraph heading style or Character style for automatic inclusion in a Table of Contents (TOC). [Includes information about doing it with outlines and WordPerfect lists.]

  Reduce vertical spacing between a paragraph heading and the following body text: see here.

  Need "upside-down" text on the same page as normal text? (For example, for 1/2- or 1/4-folded cards or mailers.) You can rotate text 90, 180, or 270 degrees if it is placed inside a text box.

•  Create the "upside-down" portion by selecting the text and clicking on Insert, Text Box.
•  Left-click on any of the box's eight drag handles to resize it.
•  When the mouse pointer changes to a four-headed arrow over a drag handle, left-click to drag the box to positon it.
•  Click outside the box to de-select it, then right-click on top of the box again and choose Content, Rotate 180 degrees, OK.
•  (Other right-click options let you change the border to <none>, anchor the box to the page, specify a position, etc.)

  Replace multiple instances of one font type with another font type: See here.

  Convert lower case words to UPPER case, or vice versa: You can click on Edit, Convert Case... on the main WordPerfect menu, but there are easier ways to do this:

☼  You can convert case with the click of a toolbar button. There's a "Case Toggle" button available you can add to a toolbar or property bar, which will convert the current lower case word (or selected words) to upper case, or vice versa. Here's how to add it:

•  Right-click on the main toolbar, then click Edit from the context menu.
•  Under 'Feature categories,' choose the Edit category, and then choose the Case Toggle feature from the Feature list.
•  Click 'Add Button,' drag the new button if desired to a new location, then click OK.

Related tips:

Since you may also want to do the same thing with selected text, you can have the button available on the Selected Text property bar as well as the main toolbar. Select some text, then right-click the (now visible) Selected Text property bar (not the main toolbar), and follow the same steps as above.

Note that there's an Initial Capitals button available, too, which you might want to add in the same manner to both bars.

☼  If you use the default Windows keyboard, pressing <Ctrl+K> will toggle the current word or selected text. If you use the DOS keyboard, you can assign the Case Toggle feature to <Ctrl+K> (or any other available keys).

☼  Use a macro such as the one here.

☼  See also Initial Capitalization in Titles and Headines on the ConvertV.wcm macro page here.

  Footnotes and Endnotes: Setting or changing margins, numbers, font sizes and other formatting. Includes a method to hide all note numbers.

  Place endnotes at the end of each chapter, subdocument, or other section (or any place you want them), instead of at the very end of the document.

  Create even page and odd page identification using the two types of headers and footers (A and B). You can even create a third type of header or footer (Header C or Footer C) with this little trick. Here's how.

  Indent a paragraph with dot leaders

  Need to reset page margins on page 2 (if there is a page 2) back to the one-inch default or some other setting? Here's how to do it in either the current document or in a template.

  Publishing a document in PDF format and need to set smaller page margins than your physical printer supports? See the tip on the Publishing to PDF page here.

  Need to make specific words bold (or italicize them, etc.) throughout the current document?

•  Click Edit, Find and Replace.
•  Type (or copy) the text you want to make bold in the Find box.
•  Then click inside the Replace With box and type (or copy) the text to make bold in the Replace with box.
•  While inside the Replace With box, click Replace, Font [on the Find and Replace menu] and then click Bold and OK.
•  Click Replace (or Replace All). That'll change the original text to bold or replace the original text with some other text that is bold.
[Thanks to "Robin" at WordPerfect Universe here for this tip.]

Related tips:

☼  A macro can add attributes (bold, italics, etc.) to several different words or phrases throughout a document. See the footnote on this page.

☼  Text formatted with bold, italics, highlighting, etc., can have these format attributes changed, replaced or augmented with other format attributes using the ReplaceCodes macro.

☼  To highlight words based on words stored in a master list of words/phrases, or typed into a pop-up menu, see the HiLiteDoc macro.

  Are your quotation marks "straight" and not "curly" (typographical)?

If Tools, QuickCorrect, SmartQuotes settings have been turned off (i.e., the "Use double quotation marks as you type" box is unticked), this may be the problem. Editing macros or performing some merge operations can turn SmartQuotes off, and the new setting can remain in effect for future sessions.

You can turn SmartQuotes back on manually with Tools, QuickCorrect... -- or with a macro such as the one in QC.ZIP (which download also contains a macro to convert existing regular double or single quote marks to typographical quote marks, or vice versa).

  Using hyphens, hard hyphens, soft hyphens, and hyphenated soft returns. See here.

  Convert the mailing address on envelopes or labels to UPPER case: See here.

  Customize the return address on envelopes with graphics and font attributes. See here.

  Prevent long web URLs from moving to the next line as a block (or text such as e-mail addresses, text separated by dashes, etc.). See here.

  Convert text into a table and vice versa. See here.

  Create a Question-and-Answer style. See here.

  Problems with formatting text after copying it from a web page or other internet source? If it's a name and address, does WP's envelope feature miss it? Does it have many strange codes in it? Use this simple Paste Special trick to help solve the problem by pasting the material as unformatted text.

  Mixing landscape and portrait pages: How to maintain headers, footers, and page numbering at the top and bottom of all pages when you mix landscape orientation with portrait.

  Rotating text to intermediate angles (e.g., 33 degrees).

  Align endnotes on the period (a.k.a. "full stop") following the endnote number.

  Do you want to remove blue underlines in e-mail addresses and web site URLs from your printouts? Get rid of the hypertext links. Here are some ways to do it in WordPerfect.

  Mixing text justification on the same line without using tabs or spaces, like this second page header:

Dec, 15, 2016

XYZ Company

Page 2

  Create "Continued on Page x" footers where "x" is the number of the following page. See here.

  Need to create custom inserts for CD jewel boxes? WordPerfect 9 has a project template for this, but if your version does not, here's the procedure.

  Using two footers simultaneously (one for page number, the other for separator line and filename, etc.) so that items do not overlap. See here.

  Creating vertically formatted business cards or labels in WordPerfect. See here.

  Consecutively numbered labels, tickets, cards, etc. See here.

  Mirror or reverse font printing: See this WordPerfect Universe thread.

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Section 4:

Menus, toolbars, property bars, and keyboards

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☼  Are you used to using Microsoft Word? Do some menu items, toolbar buttons, or shortcut keys appear to be missing from your program? See here.

☼  Some menu tips:

☼  Customize your top menu - how to add new menu choices, rearrange existing ones, or delete them from the menu.

☼  Use a "menu macro" to play other macros. See see the EZMenu macro in the Toolbox Library. Also see Mike Koenecke's MacroMenu.Zip at http://www.macros.koenecke.us/. It uses a push-button display to make it easy to play any of your macros.

☼  Microsoft Word users: Choosing the new Workspace Manager in WordPerfect 12 and later versions to enable Microsoft Word Mode (primarily designed to help new users adjust to WordPerfect) will change the default WordPerfect menu and various other items such as some keyboard shortcuts.

- This can be confusing when you read tips or procedures here (and elsewhere). You can right-click the top menu bar and choose a <WordPerfect Menu> from the context menu to access some of the features that might not be visible or that might seem to be inoperative, then change the menu back to your preference.

- For more on this issue, see "Are you used to using Microsoft Word?" on this page.

☼  Some status bar tips:

Note: In WordPerfect the status bar is called the Application Bar. It is available in WordPerfect 9 (c. 1999) and later versions and displays at the very bottom of the WordPerfect window (like this).

☼  To view the Application bar: Click on the top WordPerfect menu and choose View, Application Bar.

Note that this choice appears on any WordPerfect menu -- but not on a Microsoft Word menu. (See "Microsoft Word users" above for more information.)

For example, to see (and use, if desired) the standard WordPerfect menu, right-click on the top menu bar and choose <WordPerfect Menu>) then click on View, Application Bar to display it. If you use a Microsoft Word menu, you can then re-enable that menu the same way.

☼  Document tabs: You might not be aware that WordPerfect already has clickable "document tabs" at the very bottom of the window in the Application Bar (a.k.a. the status bar) (screen shot).

These tabs show all open documents and let you quickly navigate between them with a mouse click or keyboard shortcut. [You can also use your keyboard to shift back and forth between open documents: see this PDF file that contains a table of keyboard shortcuts.]

Important point:

- In case you don't see any of these tabs, you might not have enabled the program's Application Bar (a.k.a. status bar). See the tip above.

- In case you don't see some of these tabs: In WPX6+ if you have enabled Tools, Settings, Files, "Outside WordPerfect, open documents in new application window," then you opened an existing file in Windows Explorer (or other file manager), you will not see the other tabs because they are in separate instances (separate windows) of WordPerfect.

☼  To add items to the Application bar:

First, make sure it is visible (see above tip).

Then right-click directly on the Application Bar at the very bottom of the WordPerfect window and choose Settings.

Enable your choices using (ticking) the check boxes in the dialog that appears (screen shot).

Be sure to read the descriptions (click on the item) and other information on the dialog.

Note that "Combined Position displays the current page number, line number, and position of the cursor.

☼  Some toolbar and property bar tips:

☼  Can't see them? If one or more toolbars or context-sensitive property bars are not visible, ensure that View, Toolbars, <toobar name>, is enabled (i.e., checked).

Note that in WordPerfect property bars are just a special type of toolbar; hence the two terms are sometimes used interchangeably — but "property bar" refers specifically to a "context sensitive," display-when-needed toolbar. (For more on these items see here.)

Normally, you probably will want at least these three items enabled on the Toolbars dialog that appears when you use View, Toolbars:

•  Property Bar,
•  Application Bar (sometimes called the "status bar," located at the very bottom of the WordPerfect window), and the
•  main WordPerfect toolbar. 

☼  Can't see them (part 2)? Users sometimes accidentally right-click on the property bar and choose to "Hide Property Bar." This setting will be retained until you re-enable all property bars with View, Toolbar, Property Bar. If your property bars are missing this might be the cause. For more see here.

☼  How to create a new toolbar button to play a macro or use a built-in WordPerfect feature.

☼  How to add buttons to the context-sensitive property bars.

☼  How to create a new, custom toolbar (along with several tips, such as how to copy existing toolbars, move or copy existing buttons, have the new toolbar appear only when certain documents are loaded, etc.).

☼  You can drag shortcut icons from your Windows desktop onto your WordPerfect toolbar to create shortcuts to the desktop programs.

☼  For an easy way to set up a custom vertical toolbar with text buttons see the "Create a vertical toolbar..." PDF file here.

☼  How to change (edit) the default toolbar "audiocassette" icon images on your custom buttons on the toolbar.

☼  Too many custom styles in a property bar's Select Style drop list? [This drop list appears on several property bars — e.g., when your cursor is in the main text area or in a header/footer.] You can rename your personal styles by editing them with Format, Styles, Edit, and include something like a "!" or "_" or space " " as the first character in the Style's name. This will sort them at the top of the main Styles list and on the Select Styles drop list.

☼ 
You can set the vertical order of your toolbars by choosing the order in which you activate them with Tools, Settings, Customize, Toolbars (tab). You may have to deselect existing toolbars, then reselect them in the proper order (the first you enable with a checkmark will be topmost, the last will be bottommost) so that their positions relative to one another will "stick" when you close WordPerfect. (Note: Not tested in all versions of WordPerfect.)

☼  Some keyboard tips:

☼  Assign a macro, feature, program, or string of keystrokes to a key or key combination (i.e., a "shortcut key" or "hot key" such as <Ctrl+1> or <Alt+Shft+m>).

The tip on that page includes a simple method of inserting accented letters (e.g., é, ô).

Note that there are several ways to enter accented letters (diacritical marks) in WordPerfect: For example, you can use QuickCorrect abbreviations. Or you can insert them using the WordPerfect symbol feature (Insert, Symbol) by first pressing Ctrl+w, then typing the base letter (e.g., the letter e), then typing the accent mark (e.g., '). (Other "accent" marks you can use on the keyboard: `, ", ^, /, ~, etc.)

☼  After typing in ALL CAPS with the <Caps Lock> key enabled -- or if you hit <Caps Lock> by mistake -- you might find that the next sentences lOOK sOMETHING lIKE tHIS. In WordPerfect, you can click Tools, QuickCorrect, Format-As-You-Go, and enable the Caps Fix checkbox. To set Windows XP computers to work this way in all programs, see here.

☼  Tired of hitting the <Insert> key by mistake and toggling Typeover mode "on"? Here's how to reassign the Typeover function on your keyboard to another keystroke combination -- and keep the <Insert> key in Insert mode in WordPerfect.

☼  Force WordPerfect to save the current file as you type, without having to press a special key or click a button or menu item. The method can be used along with WordPerfect's automatic file backup feature.

☼   Redline and strikeout: Do you use redline, strikeout, or other "font attributes" frequently?

These are normally accessed on the Text property bar or from the Format, Font menu.

However, you can assign shortcuts to your keyboard (e.g., Alt+R and Alt+S) for these features. See the "Assign..." page. (In the Keyboard Shortcut module discussed on that linked page, Redline is a feature named "Attribute Redline"and Strikeout is named "Attribute Strikout" under the Format category.) Mouse users can assign them to a toolbar button; see the related page here.

You can also use WordPerfect's Edit, Find and Replace to add Redline (or other font attribute) to a word or phrase wherever it appears in the document. See the footnote here on the How to efficiently use "Find:" in the Edit, Find and Replace (F&R) dialog.

Note that you can remove (delete) or augment/change these attribute codes easily with a macro such as Replace Codes - Plus here (but see the caution there about removing the strikeout text, too).

☼  "Two-key" macros can help organize macros under a common keystroke combination. Press one to play the macro, then another to perform some action. Useful for inserting accented letters, simulating WordStar double keystroke commands, etc. (See also the tip about inserting accented letters without a macro.)

☼  Make a key do "double duty" by assigning a macro to it, and make the macro play only if the key is struck twice.

☼  Looking for a list of shortcut keys?

- For a reference list of common navigation, formatting, and text selection keys that are used by default in the WordPerfect for Windows WPWin and DOS keyboards, you can read (left-click) or download (right-click, then Save Target As) WP_shortcut_keys.pdf, an Adobe PDF file.

- For WordPerfect 10 and later versions you can print a list of current shortcut key assignments; see Step 2 here.

☼  Move back to a previous cursor location with the blue arrow icon buttons on the main toolbar. If you don't have them, right-click on the toolbar, choose "Edit," then under the Feature Categories list in the Toolbar Editor, choose Edit, then Back (or Forward). Finally, click the Add Button button. (The newly added button can be dragged to a new position while the Toolbar Editor is still open.)

☼  Function keys and keyboard shortcuts / hotkeys (e.g., <Ctrl+F2> or <Alt+F10>) don't seem to work in WordPerfect? Perhaps the F-Key priority is reversed on some computers. See here for more.

☼  Miscellaneous (related) tips:

☼  Three easy ways to play macros, load programs, type keystrokes into the document, or use built-in WordPerfect features.

☼  Navigating quickly to your favorite folders, files, and templates from inside WordPerfect. Includes several ways to navigate inside a long or complex document (shortcuts, Document Map, QuickMark, etc.).

☼  WordPerfect X3: Want to remove the Yahoo! Search bar from WordPerfect X3? Use the "Change" command from the WordPerfect Office X3 Add/Remove Programs entry in your Control Panel. Select the option to modify your install, and then within the WordPerfect feature tree, de-select the Yahoo! Search entry. (Or, during initial installation of WordPerfect X3, you can deselect the option to install it.) If the button is still on the toolbar after doing this, drag it off the bar while holding down the <Alt> key, then restart WordPerfect.

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Section 5:

Miscellaneous tips and tricks

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  Troubleshooting document problems in WordPerfect. See "Repairing WordPerfect documents and templates" here.

  WordPerfect technical limitations - a WordPerfect Universe thread started in 2001 containing links to various sources (some to old Corel articles, some to user posts) that discuss (e.g.) the limits of page numbering (65,535 pages!), tabs, table rows, QuickCorrect entries, Find and Replace entries (also here), cross references, etc. The thread can be searched (<Ctrl+F>), and probably is most useful to those who write long and/or complexly formatted documents and then come up against some "mysterious" internal limit.

  Multiple instances of WordPerfect. [Note: This is not the same as multiple versions of the program: see below for more on installing multiple versions on the same computer.]

☼  Starting with WordPerfect X6 you can open more than one instance of WordPerfect, each with up to 9 files open at the same time. This is also handy for those with dual monitors. (See also

Starting with WordPefect X7, you can open more than 9 files in a single instance.

With either version you will still not see more than 9 documents listed on the File menu, with the most recent at the top of the list. However, if more than 9 files are open in WordPerfect X7, you can see (and select from) a pop up dialog list of all file names using Window, More Windows.

☼  You can also cascade open files (Window, Cascade) or tile them (Window, Tile...) to display multiple open files with title bars stacked up or visible as small tiles. Then clicking on one to bring it forward, then using Windows, Separate, lets you send that file to a new (separate) instance of WordPerfect X6 (and later) -- which might be a handy way to isolate just the ones you want to work on.

☼  For more on what is new and different, see the WordPerfect Universe post here (for WPX6), and also a page on the Toolbox site here for current and past versions.

  Searching inside WordPerfect documents.

  To search inside the currently open document use Edit, Find and Replace -- or the keyboard shortcut, Ctrl+F.

  To search inside files on your disk:

Method A - Use WordPerfect's Preview function when using File, Open to search inside a chosen file. (For searching inside multiple files see Methods B and C.)

1. With the Open File dialog on screen, click the Preview icon on the dialog's toolbar: File > Open dialog's Preview button

Notes

•  This works best (and less problematic) if the two choices -- "No Preview" and "Use Separate Window" -- on the dialog's View, Preview menu are de-selected (i.e., disabled). This will allow the Preview pane to be displayed in the dialog next to the list of file names.
•  If no menu is visible click the small Toggle Menu icon on the right side of the dialog screen (screen shot) to display it; then use View, Toolbar.
•  If no toolbar is visible click View, Toolbar on the dialog's menu.

2. Click on the desired filename in the Open File dialog's Preview pane to choose it. The file's contents should display in the Preview pane. (It might take a few moments.)

3. Here's the trick: Click inside the Preview pane first, even though there appears to be a cursor already in the pane. Then you can use Ctrl+F to search in that pane.

[Tested in WordPerfect X6 and X9 under Windows 10. Thanks to Larry Lewis on WordPerfect Universe for this tip.]

[Tip: You can also print the previewed file by right-clicking on it in the Preview pane. See also "Printing a WordPerfect document from Windows Explorer" below.]

  To search inside multiple files on disk, try either of the next 2 Methods:

Method B - Use Windows Search, Windows/File Explorer, or similar utility programs or file managers to search inside multiple files.

If you have the WordPerfect Office IFilter installed you can search — and view the contents of — all your WordPerfect and Quattro Pro documents using multiple search engines: Windows Search, Windows Explorer, File Explorer and many other such file search utilities.

This small program does the job of interfacing with those search engines and file viewers so that they can display the contents of WordPerfect and QuattroPro files. (For example, just select (left-click) a WordPerfect file name in the search utility's viewer pane and the WordPerfect file's contents should appear and be searchable with Ctrl+F when you click inside that pane.)

To verify that IFilter was installed use (e.g., in Windows 10) Settings, Apps, Apps & Features and then search for WordPerfect Office iFilter 32-bit/64-bit. (Or use the older Windows Control Panel, Programs, Programs and Features.)

IFilter comes in two versions and will be listed in Windows as WordPerfect Office IFilter [...]. On Windows 64-bit systems both the 32- and 64-bit versions should be installed. On 32-bit systems the only one that can be installed is the 32-bit version. [Which system do you have? See the Microsoft FAQ, "How can I tell if my computer is running a 32-bit or a 64-bit version of Windows?" here.]

■  General description

For a general description of IFilter and its uses with Windows Desktop Search, etc., see WordPerfect's IFilter on the Corel site here.

■  Known limitations of IFilter

1.  Compressed, encrypted, or password-protected files cannot be searched.
2.  External, embedded, or linked documents within a WordPerfect document cannot be searched.


■  Important points

  Since WordPerfect Office X6 and later versions, the WordPerfect IFilter is typically installed with the program.

However, it can also be downloaded for free for current (and earlier) WordPerfect Office versions from Corel's site's Support tab, Patches & Updates page here.

If you manually download the IFilter files to install them on your system be sure to read the Release Notes, which covers the minimum system requirements, an overview, and the installation/uninstallation notes and instructions (please read them!). [And if you have WordPerfect X5 (released in 2010) or earlier version and want to install IFilter, be sure to read the Installation section's Prerequisites on that page.]

Also on that Release Notes page:

"... You can only install the 32-bit version on 32-bit operating systems. On 64-bit operating systems, however, installing both 32-bit and 64-bit versions ensures WordPerfect Office IFilter works with all installed search engines. ... If you have both the 32-bit and 64-bit versions of the WordPerfect Office IFilter installed and remove one version, you must repair or reinstall the remaining version." [Emphasis added.]

  Installing some recent versions of the WordPerfect program in an "out of numerical order" can cause a small issue with IFilter.

See here (under "Out-of-numerical-order") for an easy fix.

Method C - Use the WordPerfect Office utility QuickFinder to search inside multiple files.

You can search the contents of documents through WordPerfect's File> Open dialog with Corel's QuickFinder utility. (QuickFinder can also search QuattroPro files.)

QuickFinder is composed of QuickFinder Manager and QuickFinder Searcher, and in modern versions of Windows both are accessible from the Windows Start > All Programs > WordPerfect Office[...] > Utilities menu. Both of these features are briefly discussed below.

QuickFinder is included as part of WordPerfect Office (WordPerfect 9 [c.2000] and later) and can be optionally installed (or not) during the program's installation routine.

However, not all editions of a given version of WordPerfect Office have it.
OEM, Family Pack, WordPerfect Home Edition [which is NOT the same as the modern Home & Student edition], and Productivity Pack editions of WordPerfect do not include the QuickFinder utility. This also includes versions of WordPerfect which were bundled with other software or came with your computer. (Bundled editions are no longer published by Corel.)

If you did NOT install the QuickFinder utility with WordPerfect Office you can usually do so as part of a program repair by modifying your current WordPerfect Office installation to include it.

Instructions:

First:

In order to use QuickFinder to search the contents of WordPerfect files, the Tools, Settings, Files, Document [tab], "Use enhanced file dialogs" check box must be enabled (ticked).

[In QuattroPro: Tools, Settings, Workspace, Application, File Options, "Use enhanced file dialogs".]

Then:

1. In WordPerfect, go to File, Open. The Open File dialog appears.

In the dialog window, choose (double-click) on the folder to search. If the folder you want to search is not already listed, use the "Look in" field (near the top of the dialog) to browse your system for the desired folder.

Note that choosing the root folder of a drive (e.g., C:\) will cause QuickFinder to search the entire drive -- a lengthy process for many users -- so you might want to use just the Documents folder or similar collection of user files.

2. [Optional:] At the bottom of the dialog select the file type of file you want to search in the "File type:" dropdown list.

3. [Important step:] Enter the search word/phrase in the "File name:" field (just delete, or overwrite, the "*.*" default characters).

4. Set up your desired search options:

Click the Advanced button at the bottom of that window to open the Advanced Find dialog.

The "Look in" field shows where the program will search. The "Search subfolders" box might be enabled, but if you want to use just the current folder you should clear that box.

Double-click on Filename contains word(s) "*.*" to select it; a new search bar appears in its place with 2 drop lists to further filter your search for the word(s).

More options:

Double-click on "Insert a New Property". You will see some buttons appear: [And] [Content] [Contains word(s)]. In the last field enter the word(s) to search or exclude.

Note that you can also use logical operators in the last field (when searching Content only, not Filenames); e.g., ("foo" OR "bar") NOT ("foo" AND "bar"). But: If you want to search for the word not, you should enclose it in double quotes like this: "not".

There also are some check box options on that dialog you might want to enable or disable.

5. Click on Find Now.

This method can take a little time if there are lots of files and/or subfolders to search through, and/or you have set several search filters. (You can always abort the search with the Stop Find button on the Open File window when it appears.)

A quicker search can be done if you enable QuickFinder's own index function in the QuickFinder Manager, as described in the next Tips.

Tips and notes:

There are a few things to know that might help you with the QuickFinder feature:

¤   QuickFinder is also part of the WordPerfect File Management system -- which requires that the Tools, Settings, Files, Document [tab], "Use enhanced file dialogs" check box to be enabled (ticked).

¤   General help for this feature (in recent WordPerfect versions) can be found

-  in the program's Help (F1) by searching for "Using WordPerfect Office file management";

-  on the WordPerfect main menu under Help, Reference Center, Utilities, File Management Tools; and

-  (in the Reference Center) under Key Resources, Handbook.

¤   Specific help topics for QuickFinder (i.e., the standard and custom Fast Search features) can be accessed from by clicking the Help button on the Advanced Find dialog menu. (That dialog appears when you click the Advanced... button on the File > Open window.)

¤   The Index Manager button on the Advanced Find dialog is a shortcut to the QuickFinder Manager utility where you can set up your own standard or custom fast searches, specify the folder and individual subfolders to search, and configure the program to automatically update its own indexes (or require manual updates).

The QuickFinder Manager is also accessible from the Windows Start > All Programs > WordPerfect Office[...] > Utilities menu.

¤   The QuickFinder Searcher (Windows Start, All Programs, WordPerfect Office[...], Utilities) gives you quick access to a folder to search to find files or text inside files.

Tip: This utility's name can be right-clicked on the Windows Start menu to let you pin the utility on your desktop's taskbar.

Related tip: Once you have accessed a folder with the QuickFinder Searcher you can make that folder your default choice for the QuickFinder dialog (i.e., until you access a different folder, which then becomes the new default): On that QuickFinder dialog's menu, click on Edit and then enable the option, "Change Default Folder".

  Printing a WordPerfect document from Windows Explorer. [From the Corel site here:]

"The new Preview mode lets you have a look at WordPerfect® files in Windows® Explorer and Microsoft® Outlook® before you open them. While other word processors only let you select and copy text from the Preview pane, WordPerfect X6 [and later] also lets you customize the preview zoom level, perform a text search, and browse a file by scrolling through document elements, such as headings, comments and graphics. You can even print a WordPerfect document directly from the Preview mode in Windows Explorer or Outlook.
1. Open Windows Explorer and click Organize > Layout > Preview pane.
2. Navigate to your document and select it.
3. In the Preview pane, right-click and choose Print."

  Cursor jumps ("jumping cursor").

There appears to be three (unrelated) situations where this can occur.

Situation 1. (Mouse cursor)
I have observed this happening on rare occasions when the computer appears to be busy with multiple tasks -- and probably it happens more frequently when WordPerfect tries to back up a file in WordPerfect while (possibly) the system's available memory is full. The mouse cursor seems to have a will of its own and the random jumping cannot be controlled by moving or clicking the mouse.
    Situation 1 solution: Wait a minute or two. Save your work when the mouse stops jumping and close WordPerfect. Then re-launch it and check the program's automatic timed backup setting to see if increasing the time delay a few minutes helps (the default time delay is 10 minutes; it is suggested not to shorten it to less than 5 minutes). Note that this situation could be caused by other things (e.g., the backup location being busy), so this solution is just a reasonable guess.

Situation 2. (Insertion cursor)
When saving a document, does the cursor move to the bottom of the screen (in WordPerfect 11 or later version)? This is a minor bug.
    Situation 2 solution: Try disabling (un-ticking) the "Auto generate" checkbox in Tools, Reference (at the bottom of any of that dialog's tab, a line below the Define button; see screen shot here). [If you cannot see this checkbox, refer to the information here.]
    Here's some more information about that option.
    Some users like to enable the"Auto generate"option to automatically re-generate an Index (and other reference items such as a Table of Contents) when WordPerfect senses that the document has changed and it is about to be saved or printed.
    However, be aware that using the auto-generate option will force WordPerfect to pop up a reminder message each time you attempt to save or print a changed document and you have not generated the Index (or other reference) since the last save or print. So if the message becomes annoying, simply de-select that option to disable it.
    [Also, in some early versions of WordPerfect this option can erroneously cause selected text to fail to print. The remedy for this bug is the same: disable the option.]
    Important: If you prefer to leave this setting disabled ("off") you will need to remember to manually re-generate your document if you have used any of the Reference Tools while editing it (i.e., List, Index, Cross-Reference, Table of Contents, or Table of Authorities). You can do this with Tools, Reference, Generate or by using the Generate button on any of the five Reference Tools tabs.

Situation 3.  (Insertion cursor)
In some documents with custom Character styles (but not Paragraph or Open styles) that contain -- inside the style's code -- some leading text followed by a space (or tab or indent) just to the left side of the separation code (aka placeholder code), moving the insertion cursor ("|") backwards by word (not by character) over that style can cause the cursor to mysteriously jump upward several lines of text. (This was discussed on WordPerfect Universe in a thread here.)
    This appears to be a rare bug and appears only when several conditions exist at that document location: the aforementioned custom Character style and using the shortcut keys Ctrl+LeftArrow or Ctrl+Shift+LeftArrow (or their macro equivalents, PosWordPrevious or SelectWordPrevious) to move the insertion point backwards, word by word, over that code.
    Situation 3 solution: A workaround is to move the insertion point backwards a character at a time with the LeftArrow or Shift+LeftArrow keys -- not a word at a time.

  Can't print selected text? Same as in the above tip: Try disabling (un-ticking) the "Auto generate" checkbox in Tools, Reference (on any of that dialog's tabs).

  How to use the Sort feature: See here. [For sorting tables, see here.]

  Symbols dialog missing? Does the Symbols dialog fail to appear when you press Ctrl+W? Perhaps it was only moved off-screen. Try this:

1.  Close all open programs so you can see the entire desktop.
2.  Open WordPerfect, then press <Ctrl+w> to open the Symbols dialog. If it fails to appear, the dialog probably is hidden off screen.
3.  Now, press <Alt+Spacebar>, release these keys, then press <m>. This represents "Move the focussed windows" and it should "select" the hidden dialog, even though it remains hidden. (In some Windows systems, try each of the 3 keys separately, in sequence.)
4.  Now, take your hand off the mouse (you need to use keys) and press the <UpArrow> key several times. Or the <LeftArrow> key several times. One or the other or both should move the dialog back onscreen where you can see its outline.
5.  Click <Enter> or click your mouse on the desktop; this should make it completely visible.
6.  You can now drag it around and/or resize it. If successful, Windows should remember to keep it on screen and not hide it.

  How to find just any "unbalanced" parentheses, brackets, braces, or quote marks in a document:

From a tip posted (in 2004) on WordPerfeect Universe (here) by Charles Rossiter:

... Start Grammatik, and do Options, Checking Styles, Edit. You get a long list of possible checks. Deselect all, except (at the end) Unbalanced () {} [] or ". [Then] "Save As" that style as "Unbalanced brackets". Now run Grammatik, Options, Checking Styles and select your new "Unbalanced brackets". This works perfectly.

[Note: The typical program default for Grammatik's Checking Styles option is "Quick Check," which includes checking for these "unbalanced" items. But the above tip can be useful when you just want to check these particular items.]

  WordPerfect X5: How to set WordPerfect X5's File, Open file name field to default to "*.*" and the file type to "All files (*.*)" as in previous WordPerfect versions:

[Update: This issue was fixed in WordPerfect Office X5, Service Pack 1 (and also included in the cumulative SP2 patch. To download the patch see Corel.com or WordPerfect.com on the Support tab, "Patches & Updates".]

Use the following macro, which can be added to a menu, toolbar, or keystroke shortcut (such as <Alt+o>). Then use it in place of File, Open.

// Macro begins
OnCancel(End@)
FileOpenDlg(AllFiles!)
Label(End@)
// Macro ends

To copy this code into your WordPerfect as a functioning macro, see here.

  How to force WordPerfect to properly count words in legal documents where citations with parentheses are used -- e.g., 924(a)(1) or similar mixed character strings.   

Why might you need to do this?

WordPerfect normally counts parenthesis characters as spaces, which gives an erroneous word count unless such workarounds are used.
[See, e.g., this thread at WordPerfect Universe and my separate post here.]

Here are two examples of workarounds using WordPerfect parenthetical symbols -- indistinguishable on screen (and when printed) from parenthetical keyboard characters (N.B.: discussed on WordPerfect Universe here):

Example 1 

If the citations have already been typed a macro (or a manual Find & Replace operation) can find all left (beginning/opening) parentheses characters and replace each of them with symbol 12,40; then it could find all right (ending/closing) parentheses characters and replace each of them with symbol 12,41. [The reverse could be used to restore things (or Edit, Undo should also work).]

The program will then not "see" them as spaces. [For such a macro see Roy Lewis's example here (in his post he calls parentheses "brackets").]

Example 2

If the citations have NOT yet been typed you can use Insert, Symbol (Ctrl+W) to insert the parenthetical symbols wherever in the citation they occur.

Better yet:

Create a pair of "double duty macros" (as described on the above linked WordPerfect post here) and assign them to the "(" and ")" keys, respectively. (General instructions can be found in Footnote 1.)

This is much quicker and more convenient than using the Insert, Symbol method.

How the method works:

Once you set up both macros -

•  A single press of one of those parenthesis keys will produce the normal left (or right) parenthesis. The macro then quits.

•  A second press of the same key immediately following the first press will play the macro again -- but now it will replace the keyboard character with the 12,40 (or 12,41) parenthesis symbol. The macro then quits.

Notes

- Multiple double-press sequences of the parenthesis key will produce additional adjacent parenthesis symbols. For example, pressing the left parenthesis key four times in sequence -- "((((" -- will produce two "((" symbols.

- A very slight delay might be expected on some systems the first time either assigned key is used (i.e., as the macro is played), but this delay should go away for subsequent uses during the same WordPerfect session.]

For legal work this might be the most convenient solution to the problem. After you set things up all you need to remember is to double-tap the appropriate parenthesis key to insert the required parenthetical symbol instead of the keyboard character. (You can verify the result in Reveal Codes.)

Below are two separate macro code snippets you can use to create these two double-duty macros.

In either macro -

• The first Type() command inserts the same symbol as you can do using Insert, Symbol, Current Font Symbols, [12,40 or 12,41].

•  The second Type() command in each macro inserts a regular (keyboard) parenthesis character, not a symbol, which is executed when the same parenthesis key is pressed only once (i.e., not twice in sequence).

So ... when you "double-tap" the parenthesis key it will produce a parenthesis symbol instead on a parenthesis character.

After saving both macros to your default (or supplemental) macro folder (see your program's Tools, Settings, Files, Merge/Macro for the locations), assign the two double-duty macros to the normal left and right parenthesis keys, respectively, following the general methods in the Tips here.

// Macro #1: Parenthesis (LEFT) as symbol.wcm
IF (CToN(?LeftChar)=40)  // <=detects keyboard parenthesis character ("(")
    DeleteCharPrevious
    Type (NToC(3112))  // <=types (inserts) a parenthesis symbol [12,40]
ELSE
    Type ("(")  // <=types a keyboard parenthesis character ("(")
ENDIF
QUIT

    ...and...

// Macro #2: Parenthesis (RIGHT) as symbol.wcm
IF (CToN(?LeftChar)=41)  // <=detects keyboard parenthesis character (")")
    DeleteCharPrevious
    Type (NToC(3113))  // <=types (inserts) a parenthesis symbol [12,41]
ELSE
    Type (")")  // <=types a keyboard parenthesis character (")")
ENDIF
QUIT

In both examples the program should see the entire citation string as a single word (assuming no embedded spaces) -- and the parentheses will be indistinguishable on screen (and when printed) from the same string that might be typed using the parenthetical characters on the keyboard.

  How to select a rectangular block of text so that you can delete, copy, or cut it: Select the text, starting at the top left of the required rectangular area and ending at the point where the bottom right-hand corner of a rectangle should be located. Then click Edit, Select, Rectangle.

  Hyperlinks (a.k.a hypertext or hyper text) can let you jump between sections of a document with a mouse click.

To learn how to use them:

See WordPerfect's online help (F1 key) and search under the Index tab for "hyperlinks").

For more information, tips, etc., see "How to create hyperlinks (hypertext links) in WordPerfect".

Related tips:

☼  Hyperlinks can fail to work under certain circumstances in WordPerfect documents (but not in PDF files created from those documents).

☼  Do you want to remove blue underlines in e-mail addresses and web site URLs from your printouts? Get rid of the hypertext links. Here are some ways to do it in WordPerfect.

  You can customize the Application Bar (the very bottom edge of the WordPerfect program window) by right-clicking on it and choosing Settings. In the dialog that appears, select the items you want displayed (e.g., Date) in the checkbox list. While the dialog is still open, you can double-click any icons on the Application Bar itself to change them from an icon to a text label (which can be resized by dragging the edge of the label), and vice versa. You can also move an item by dragging it.

  You can remove (or just temporarily clear) the list of your last opened files displayed on the bottom of the File menu.

[Note that you can't change the number of files displayed on the File menu, but starting in WordPerfect X7 you can see (and navigate to) more that 9 open file names in the Window menu under "More Windows" that appears when more than 9 are open.]

This feature is sometimes called the "Most Recently Used" [MRU] list.

Here's how to disable it (in WordPerfect 8 and later versions):

1. Click on Tools, Settings, Environment, Interface tab.
2. Clear (i.e., untick) the "Last opened document on the File menu" checkbox.
3. Click OK, then Close.

The list will no longer appear until you enable the feature again by ticking that checkbox.

Related tips:

If you need to quickly clear (reset) the current list of last opened files -- but you want to keep the feature active -- here's a small macro that can automatically disable-then-reenable that checkbox (as in the steps above) whenever desired:
// Macro begins
PrefMenu (DisplayLastOpened: No!)
PrefSave ()
PrefMenu (DisplayLastOpened: Yes!)
PrefSave ()
// Macro ends

This macro code can copied into WordPerfect and assigned to a menu, toolbar, or keystroke. See the EasyPlay page (see also the left sidebar on that page).

Using either the above 3-step manual technique or the macro also clears the file name ("history") lists in the File, Save and File, Save As dialogs.

Either method can also be used to fix a problem where the listing of recently opened documents is grayed out (dimmed) and cannot be clicked on.

  Redaction Tool (WordPerfect X4 and later): If you use the Redaction Tool here are some tips (click here for the PDF version) when using normal highlighting (Tools, Highlight) in the same document that is marked up for redaction (Tools, Redaction).

  Document mysteriously appears modified: When you open an existing document, and you know you have not made any changes to it, does it change its status from unmodified to modified (i.e., it has been reformatted in some small way) -- and then ask you whether you want to save it when you try to close it? There are several reasons why a document might become reformatted by the program when opening or printing the document on screen. See "Why some documents seem to "spontaneously" change or reformat themselves when they are opened, printed, faxed, or shared between users" here.

  Does WordPerfect think your document is an Avery label sheet instead of a "normal" document? This is a known problem on some systems if you have previously used an Avery label "page definition." See this post on WordPerfect Universe.

  Are underscores (_) or underlines disappearing on your screen in WordPerfect -- yet they print? Do the descenders (i.e., the lower part) on some letters (g, y, q, etc.) appear "cut off" on screen? What probably is happening is that, in effect, the underlines and/or descending characters are being placed between the pixels of the display screen. [More...]

  Need to compare two PDF documents? Most editions of WordPerfect X3 and later (notable exception: Home and Student editions) can now import PDF files, and you then can use WordPerfect's File, Document, Compare feature on the imported (converted) documents.

  Color of Comments. If you want to change the color of WordPerfect Comments (i.e., created with Insert, Comment), see this post on WordPerfect Universe (WPU). If you want to automatically create Comments and format the text in them, see Txt2Cmt in the Library (which also contains the material in the referenced WPU post).

  Want to find the longest sentence in a document? For WordPerfect 10 and later, you can use a small macro by Kenneth Hobson. See here and also scroll down through the thread, which should explain why you need to turn on "Use WordPerfect 9 text selection" before playing the macro.

  "Document page size" warnings. When printing in WordPerfect 10 or later version, do you get a warning message, "The document page size is set to a custom form that may not be supported by the printer. ..."? See Corel's support database (Printing from WordPerfect® Generates a 'Document Page Size' Message).

As the Corel article states, "This warning is usually generated if your printer does not support the page definition your [sic] trying to use. However, in some cases, the warning may be generated regardless of what is being printed."

Usually, you can dismiss the message and print anyway, but the message can be annoying. The Corel article shows how to get rid of it.

Note: This problem appeared to have been fixed in WordPerfect X3 (i.e., WordPerfect 13), but it might still exist in later versions, since the above Corel article shows it to be relevant to WordPerfect X6 as well as several earlier versions.

Alternative: Try creating a custom page size (File, Page Setup) that is the same as the one provided by WordPerfect and use it instead. Some users report that this works for them. (The new page size can be set as the default; see here.)

Tip: If you are using a macro to print a document and you get this message, you could try adding a small routine to the macro that simulates your pressing the <Enter> key to dismiss the message. See Greg Turner's post in this thread at WordPerfect Universe. Below that post is another, which contains an adaptation of his code that prints any document and dismisses the message if it appears.

  How WordPerfect finds a mailing address on your letter: See here.

  WordPerfect locking up? Strange problems with a document? Getting an "Unknown Format" message? These could indicate a damaged or corrupted document. See here.

  Having difficulty selecting blocks of text with a mouse? Does the material "flash" by on screen too fast to stop it? This is a problem with Windows on a fast computer. Here are some ways to select text more accurately (thanks to Charles Rossiter at WordPerfect Universe):

"First, the mouse-click options: double-click selects the word; triple-click the sentence; and quadruple-click the paragraph.
Second, for a small block of text, you can click the cursor where you wish the selected text to start, do F8 to switch on "select", and then type a character at the end of the target block and that whole text will be selected up to the first occurrence of that character. For this, you can display the state of the Select option, by adding Select On/Off to the Application Bar.
Third, click the cursor where you wish the selected text to start. Hold down the shift key and move the cursor with the navigation keys (up, down, left, right arrows, page up, page down, home, end, ctrl+home, ctrl+end, alt+pageup, alt+pagedown). There is a full list in Help, Help Topics, Index tab, type "Navigation, Keyboard shortcuts". [Or see this PDF: WordPerfect for Windows shortcut keys....]
Fourth, click the cursor where you wish the selected text to start. Use the scroll bar only to display where you wish the selection to end. Hold down the shift key and click the mouse at that end point." [Quote]

  Does a document look smaller/larger than normal, or appear very tiny on screen? Maybe you accidentally set the program's Zoom level with your mouse. To quickly change the View, Zoom setting, hold down the <Ctrl> key while you rotate the mouse wheel. (Many other Windows programs work this way.)

  Need to calculate a new date from today's date, or from some other date? Here a several methods.

  Do you get error messages about using Microsoft Outlook as your "mail client" -- and you don't have Outlook installed or don't want to use it for your addresses? In WordPerfect 11/12/X3, try disabling (un-checking) the box, "Use Outlook address book/contact list," in Tools, Settings, Environment.

  Does your WordPerfect 11/12 Document Compare feature not work properly (e.g., you get a program crash, or the entire first page of the old document is marked as a deletion even when no change to the page was made), with View, Page enabled and the Zoom set to Margin or Page width? This bug has workarounds: Turn on the ruler with View, Ruler and/or change the Zoom before doing a Document Compare. (If your printer has a problem printing inserted, redlined text after doing a Compare, see here.)

  Inserting and using graphic images and photos in a WordPerfect document -
Setting preferred defaults for graphic images ... Cross-referencing to figure boxes ... Numbering some (but not all) graphics ... How to install the Clip Art catalog on a hard drive ... Creating "sticky notes" ... Adding a scanned signature to a document ... [More...][GraphicsTips.html]

  Modifying, suppressing, or delaying legal Pleading marks: See here.

  Missing a favorite WordPerfect Project (File, New...)? Does a Project not work in your new version of WordPerfect when it used to work in your earlier one (such as the WP12 Memo Project)? You might be able to use older Projects in later versions of WordPerfect. Here's the trick.

  Where is your default template [the template on which all new, blank documents are based]? See here.

  Using the merge feature: See Setting Up a Mail Merge (a Corel Tutorial by Laura Acklen) and other tips on this page. For merging multiple-page documents see more merge tips here. The Macros & Merges Forum at WordPerfect Universe can answer your questions.

  Having problems converting a Microsoft Word document (.DOC) or other program document to a WordPerfect document (.WPD) or vice versa? [More...]

  WordPerfect 11/12/X3 users may find that they cannot enable QuickCorrect's Format-As-You-Go setting, "Change two spaces to one space between sentences." Although this option is broken in WP11/12/X3 (but reported as fixed in WPX3/sp1), a simple one-line macro can properly set the option. For example, to set Format-As-You-Go to convert from two spaces between sentences to one space, this one-line macro command does the job:

EndOfSentenceSpacing (DoubleToSingle!)

I have no idea why this fixes the problem, only that it works. However, you can choose "None" or "Change one space to two..." from the Format-As-You-Go dialog. It is just setting this particular alternative choice that doesn't work unless you use the above simple macro or enable the same macro command in the QC macro found in the Library.

  Need to change text marked with (Format, Font) Redline and Strikeout codes to (File, Document, Review) Insertion and Deletion codes so that others can review and annotate the document? See this thread at WordPerfect Universe.

  Problems with getting automated template Projects to work? If a Project has an embedded macro or macros, and you turned macros off when asked to do so by a dialog that popped up after installation or reinstallation of the program, then the Project will not work. Turning off macros in WordPerfect is not really necessary (compared to some programs that can carry "macro viruses"). Moreover, it unnecessarily restricts one of WordPerfect's most useful features. For more on this, including how to turn macros back on, see this thread on WordPerfect Universe.

☼  Which template did a document come from? If you can't figure out which template a WordPerfect document is based on (i.e., default or custom), you can get the template's filename two ways: (1) In the currently open document, use Tools, Template Macro, Edit and you should see the name on the pop-up dialog, or you can see it if you click the Location button in that dialog. (2) More advanced users can load the document in Corel's file repair and information utility, WPLOOK, and check under the Prefix menu option.

  Printer and fax formatting problems (i.e., the font or pagination differs slightly using different printers or when you fax a document) - See here.

  When selecting and copying macro code into WordPerfect from an internet site (web page, newsgroup, etc.) you might also drag along extraneous, unwanted formatting. Here's how to do it properly.

  Need to split table cells in a particular row so that the resulting cells are equal in width? See here.

  "Box" your text by selecting the text and then clicking Insert, Text Box (or click the Text Box icon on your toolbar). Unlike using Format, Paragraph, Border/Fill, creating a text box allows you to select the box and drag it to a different location. To create such a box with rounded corners, see the TextBox macro in the Library. See also the tips about text boxes here.

  Do you back up important data or photos to a CD? Make sure they will last more than a year or two. See Fred Langa's article, "Time to Check Your CDRs" at http://www.informationweek.com/story/showArticle.jhtml?articleID=15800263. Tip: Don't buy cheap CD blanks and don't use stick-on labels (use a felt-tip pen instead). The adhesive on labels for CDs can possibly destroy the dye layer where the information is stored. Sunlight, heat, humidity, dirt, and fungi are enemies, too. (Thanks to Chris D on Corel's WordPerfect 11 news group for pointing to this article.)

  Does the Document Review dialog keep coming up even after you are finished reviewing the document (with File, Document, Review)? Here's how to stop it from appearing.

  Do you use Courier New (True Type) font? If it prints or faxes too light, you can download a free Dark Courier font for all Windows applications at Hewlett-Packard's site. (Http://www.hp.com; search there for "dark courier font"; instructions to install it are given on the search results page).

  Clipbook, introduced in WP10, is still there; however, also see the free KeyNote program, a tabbed notebook and personal information manager with a tree structure and strong encryption. (I have not yet reviewd KeyNote.)

  Automatically make back ups of your document to help you recover your work.

  If you have more than one version of WordPerfect installed and you open a document by clicking its name in Windows Explorer, My Computer, or the Windows Desktop, it will open in the most recent version of WordPerfect that was installed. You can change this behavior. [More...]

  QuickCorrect "weirdness" - why some typed items can unexpectantly change.
When you type (i), (c), or (r), do they change into other characters or symbols?
Do dates typed as "1/27/08" change to a numerical fraction?
Here are some remedies: https://wptoolbox.com/tips/QCorrect.html#weirdness.

  You can use Find and Replace to find codes (e.g., [Left Tab] codes) as well as text.

Just open Reveal Codes and select a sample of the code (<Shift+Arrow> works well to select things in Reveal Codes), copy it to the Windows clipboard with <Ctrl+C> and then paste it into the Find (or Replace) field with <Ctrl+V>. Alternatively, use the menu item Match, Codes in the Find and Replace dialog. (Careful: "...Left Tab" is not the same thing as "Left Tab.")

However, please note that this does not work if the codes are located inside other codes (e.g., inside a [Delay] code or a [Style] code). For more tips on using Find and Replace, see here.

  Collapse and expand text under your document headings with the Outline feature. If you have used WordPerfect's default heading styles (e.g., Heading 1, Heading 2, etc.) in your document, open Reveal Codes with View, Reveal Codes and put your cursor at the top of the document above all other codes. Click on Insert, Outline/Bullets..., <text tab>, Headings, OK. This will display an Outline property bar whenever your cursor is inside a heading, which you can use to promote/demote headings, show/hide levels, show/hide body text, etc. (Tested in WP8-WPX7.)

  WordPerfect 10 templates (English versions) can be downloaded from Corel's FTP site. For WP11 templates, see the top "Warning" section on the Library page about the possible need to recompile templates, and links to sites where you can download all WP11's shipping templates (recompiled for you).

  Make a 1/4-page folded greeting card in WordPerfect using subdivided pages.

  Old address labels: If you have previously addressed labels and you want to sort them, extract their text, or merge them, try sorting them directly (Tools, Sort). Alternative: Use a procedure to convert labels to a table or to a merge data file. And you can do the reverse: convert a table to a text file or convert a merge data file to a table. These methods are described on the Merge tips page.

  Need to print booklets more easily? Want to save on paper and toner/ink? Try FinePrint from FinePrint Software or ClickBook from BlueSquirrel Software. Both create multi-up printouts or booklets from any Windows program. They are also good for printing draft work, two pages to a sheet of paper. Demo/trial versions available.

  Need to print a list of filenames (not the files, just their names) in a directory or folder? See this post on WPUniverse.

  A faster way to move through a document: Quickly move your cursor sentence-to-sentence or cell-to-cell in tables, highlighting (i.e., selecting) each sentence or cell as you go to make it easy to view, copy, or delete any of them.

  Do you share your WordPerfect documents? If so, you probably should change your Undo/Redo History options, or use a macro to remove confidential revisions or deletions before distribution. You may also want to remove all "metadata" form your document before sharing it.

  How to check who was the last user to save a document. [From a thread on WordPerfect Universe here:] A user asked: "Files are kept on the server and different users have access to these files and are always making changes to them. I want to know how to check who last saved/modified the files."

There are a couple of ways to do it:

[1] You can add the Owner column to Windows Explorer (a.k.a. File Explorer in recent Windows versions) or in WordPerfect: Use File, Open and then click View, Details. The Owner will show the last person who last saved the file.

[2] You can right-click on the file from the Open file list (from either WordPerfect or Windows Explorer) and select Properties. As 'Robin' said: "The General tab shows the creation, modified and accessed date. The Security tab shows the name of the person who created the document. If the document is changed and saved, the user name changes to that person as well as the modified date."

  Can't see borders around table cells on your screen, even though they print? Can't see white text on a black or colored background in a table? Perhaps you have turned table gridlines "on." Click here for information about table gridlines, table guidelines, and cell borders.

  Create a callout (a label-and-line that points to something else) in WordPerfect 8.

  Drawing down, up, or angled arrows in WordPerfect 8.

  WordPerfect's Postal Bar Codes - Do they help speed delivery of individual letters?

  A simple trick to help debug your macros.

  WordPerfect (versions 10.0.0.663 through at least 11.0.0.305 as shown in Help, About...): When trying to add "flagged" words to the writing tools in these versions, you might notice that some words (e.g., possessives, and words that include "/") are not being saved.

This is due to a bug introduced in WP10/sp2 (i.e., 10.0.0.663) and which persists in the early builds of WP11 (note: it was fixed in WP11/SP3). You will need to add such words to the main dictionary via the WordPerfect Spell Utility (located under Start, Programs, WordPerfect...). The dictionary file you need to modify (for WP11) is wt11en.mor (WT=Writing Tools; EN represents the English dictionary; 11=WP11).

Note 1: By default, these files (for WP11) are found in the "C:\Program Files\Common Files\Corel\Shared\Writing Tools\11" folder.

Note 2:
As Paula Ford notes on WordPerfect Universe (here): "...If you add words to the main word list (not the user word list), the spell checker will then skip possessives of the word....Add the root of the word, such as [WordPerfect], to the list. [If the word already exists in the list, you won't be able to add or save it again.] Check the Spell Utility's Help file for more detailed instructions. This is probably only helpful for words that you use repeatedly or perhaps where you are working on a long document over a long period time. It's hardly worth the effort for the quick letter."

Note 3:
Most "flagged" words can be added to the user word list (wt11us.uwl) file during a spell check by clicking the Add button. It is only certain words (e.g., possessives such as "Bill's") that are not added this way because of the bug. And as Jack Waananen (Corel C_Tech) points out: "You can check the words in the UWL by doing Tools, Spell Checker, [then answer] No to the 'Close [spell checker]' message, [Then click] Options, User Word Lists. The words you 'Add'ed should show in that list along with the QuickCorrect pairs. The added words show the word on the left and <skip> on the right -- they are listed alphabetically amid the QC pairs. If your UWL is not properly receiving the 'Add'ed words, then delete (or rename to some other name) the WT11US.UWL file. When you relaunch WPWin11, a new default UWL will be generated from scratch that should work correctly."

Also, as Charles Rossiter (Corel C_Tech) notes: "The QuickCorrect file is also known as the User Word List. Where it is stored depends on your version of Windows. [For WP11] search for file WT11US.UWL (assuming the use of language code US). You can copy and rename [an earlier version of the .UWL file] to overwrite the WPWin11 version."

  Sorting a table by dates in WordPerfect 9 (c.1999) can be problematic. WordPerfect 10 (c.2001) and later versions have fewer problems in this area, along with a new "Date in a table row" sort option. For a solution, see Jan Berinstein's post on WordPerfect Universe here. (Note that she used WP9/sp3. For WP9/sp4, I found that her step #11 should be modified to read, "Select the column in the original table, delete the selection, then paste...".

  How to set Dark Mode in the WordPerfect Office suite [from an August 2021 post by Tim Garner on WordPerfect Universe here).

[Note: This is a workaround that applies to ALL Windows applications but it can be easily toggled On and Off as needed with a Windows keyboard shortcut, as described below.]

"Many applications now have a dark mode option. Although the WPO suite has no such option, here's an easy workaround:

Note: These procedures require Windows 10, although it’s theoretically possible they will work with earlier [or later] versions.

1. Press Windows key + I to open the Settings panel.

2. Click Ease of Access, then select Color filters from the left sidebar to display your options.

3. Move the slider [button] under Turn on color filters to the right [to enable it].

4. Tick Allow the shortcut key to toggle filter on or off.
The shortcut key is Ctrl + Windows key + C
.

5. Select the Inverted (reverse colors on the display) button.
[Or try the other options: Grayscale, etc.]

6. Click the X at the top right of the screen to close the Settings panel.

Since these procedures change ALL applications to Dark Mode, be sure to use the shortcut key in Step 4 to toggle Dark Mode off when you're finished."

[Small modifications: Emphasis and comments added.]

  How to make WordPerfect speak a selection of text. [Tested in WordPerfect 2020 Standard and WordPerfect 2021, but it should work in other versions.]

This requires a small macro such as the one below, from a thread on WordPerfect Universe in April 2022 here. All commands are native to WordPerfect.

To copy this macro code into your WordPerfect program to create a working macro see here. (The Prompt command is on one line and not split as shown.)

Once the macro is saved on your system, just select some text in any open document. (If nothing is selected the macro will speak just the current paragraph -- i.e., anything that ends with a hard return or a paragraph style.)

If the selection contains 100 characters or more, a Prompt message will appear to alert you about how to cancel the macro (typically the ESC key) and/or dismiss the message.

Note that apparently there is no way to change the voice, speed, or volume used when the program speaks the text. Still, it seems to be fairly accurate.

vWasSelected = ?SelectedText <> ""
If(NOT vWasSelected)
    SelectParagraph
EndIf
vTextLen = StrLen(?SelectedText)
MMSpeak(?SelectedText)
SelectMode(Off!)
If(vTextLen < 100)
    Quit
EndIf
OnCancel(exit)

// This Prompt command should be on one line and not split with a HRt -
Prompt("Speak text";"Click [X] or press ESC to STOP and/or dismiss this message";NoButtons!)

Pause
exit:
MMStopSpeech
Quit

  How to make a vertical ruler in a WordPerfect document. [Tested in WordPerfect 2020 but it should work in other versions.]

WordPerfect does not have a vertical ruler -- but you can create one using a macro such as the one below. (It's from a 2022-2023 post on WordPerfect Universe here.)

It uses 8 ruler marks per inch in a small, light gray Courier font.

The ruler is created inside a WatermarkB, which then appears in the left margin area of the current document, starting at the top of the document. (You can change it to use WatermarkA in the command below.)

The ruler can be deleted from the document anytime by simply deleting the [Watermark] code in Reveal Codes.

To copy this macro code into your WordPerfect program to create a working macro see here.

/* PURPOSE: Creates a VERTICAL RULER on the current page outside the left
margin using WatermarkB, which contains a column of plain text characters
with each ruler measurement separated by a fixed line height. */
/* The ruler starts at 0.5 inches from the left edge of the page,
beginning at the TOP margin and continuing to the BOTTOM margin.
There are 8 "tick" marks per inch on the ruler (Line Height = 0.125").
To remove the ruler simply delete the Watermark code in Reveal Codes
from the top of the text area on the page where it begins. */

IF (?DocBlank=False)
    PosPageTop // <-- begin on first line of the current page
    PosLineVeryBeg
ENDIF

WatermarkB (Create!) // <-- or you can use WatermarkA
ChangeWatermarkTextShade (75) // <-- make it darker
Font (Name: "Courier New") // NOTE: monospace font required
FontSize (FontSize: 6p)
LineHeight (0.125") // i.e., 8 ruler marks per inch on the ruler
d:=0.500" // distance starting from left edge of the page
// NOTE: The "2" in the Advance() commands below represents
// the command parameter, AdvanceFromLeftEdge!
n:=0 // initialize a counter

// Store some Hard Space codes in variables to right-align all
// ruler lines on the left margin (only 1 and 4 spaces used below):
vHS1=NToC(64258)  // (i.e., 1 hard space)
vHS2=vHS1+vHS1  // (2 hard spaces)  // (not used)
vHS3=vHS1+vHS2  // (3 hard spaces)  // (not used)
vHS4=vHS2+vHS2  // (4 hard spaces)
vHS5=vHS2+vHS3  // (5 hard spaces)  // (not used)
/// Use any of these in a Type command; for example:
/// Type(vHS3)  // (inserts 3 [HSpace] codes in a document)

REPEAT
    Advance(2;d) Type(n+".125"+vHS4+"_") HardReturn
    Advance(2;d) Type(n+".250"+vHS4+"__") HardReturn
    Advance(2;d) Type(n+".375"+vHS4+"_") HardReturn
    Advance(2;d) Type(n+".500"+vHS4+"___") HardReturn
    Advance(2;d) Type(n+".625"+vHS4+"_") HardReturn
    Advance(2;d) Type(n+".750"+vHS4+"__") HardReturn
    Advance(2;d) Type(n+".875"+vHS4+"_") HardReturn
    n:=n+1 // increment the counter here
    Advance(2;d) Type(n+vHS1+"________") HardReturn
UNTIL (n=15)  // <-- i.e., "n" is set large enough for a long page size

SubstructureExit  // <-- exit from the watermark
QUIT

Further explanation:

To properly right-align the ruler lines (tick marks) several hard space codes ([HSpace]) are first stored in variables and then used to add sequential adjacent spaces preceding the underlines in the Type() commands when the ruler is created.

This should be less confusing and less problematic than using multiple character spaces in the Type() command.

[Hard spaces are format codes, not ordinary (Spacebar) characters, and are often used to "glue" text characters -- or even other hard spaces -- together so the parts won't separate if they are pushed to the right margin.]


Further, the section "Store some Hard Space codes..." in the macro code above might be useful to include in other macros where you might need to have the compiled macro insert sequential "space" characters -- as a non-breaking block -- in an actual document.

Finally, the NToC(64258) value stored in a variable (see above) can be useful when posting raw code (such as the above) on some websites (such as WordPerfect Universe), which can automatically strip out "extra" adjacent space characters.


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[Section top]

Section 6:

Other "tips" sites

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☼  https://www.wordperfect.com/en/pages/4500028.html - Products that work with Corel WordPerfect Office are listed on this Corel web page.

☼  https://www.wpuniverse.com/vb/ - The great WordPerfect Universe site (free peer-to-peer support on various Forums).

☼  https://support.corel.com/ - Corel's (searchable) Knowledgebase of problems and solutions.

☼  https://learn.corel.com/wordperfect-office-tutorials/ - Over two dozen video tutorials for WordPerfect Office on Corel's Discovery Center.

Section 7:

Updating, upgrading, or reinstalling WordPerfect

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This section is NOT a tutorial. It is designed as a REFERENCE to help you when deciding to update, upgrade, or reinstall the program.

Not all material on a linked page will apply to every user or situation.

☼  Section topics:

Part 1 - Overview: When updating, upgrading, or reinstalling ... Some things to keep in mind about WordPerfect documents and program files.

▸ Will updating, upgrading, or reinstalling affect documents or program files?
▸ Can you use old WordPerfect documents in a newer version?
▸ Note that some customized and user-created files will need a little special attention when upgrading WordPerfect
▸ Can an update, upgrade, or reinstallation damage my documents or templates?
[More...]

Part 2 - Updating your current copy of WordPerfect with a Service Pack (i.e., a "patch").

▸ Know your WordPerfect "build number" (a.k.a "release number" or "minor version")
▸ You might need to know this four-part number to obtain and apply the correct patches for your edition and version of WordPerfect (which is almost always a Good Thing to Do)
▸ Where to find information about Service Packs and links to download them
▸ Updating WordPerfect from a trial version of WordPerfect to a fully functional version or to a retail (Corel download or boxed CD) version
[More...]

Part 3 - Upgrading to a newer version of WordPerfect. [► See also Part 5 (and the tip on OEM versions below) before upgrading.]

▸ You can install and keep multiple versions of WordPerfect on the same computer
▸ Retail (box) version or Internet download version?
▸ Upgrade Editions
▸ See What's new and different in recent WordPerfect versions to help you decide about upgrading
▸ If cost is an issue, consider getting the WordPerfect Office Home & Student Edition
▸ Legal professionals
▸ About buying "bargain" WordPerfect Office software...
▸ For computers that are running Windows 7 or later
Reminder
[More...]

Part 4 - Uninstalling and/or reinstalling your current WordPerfect program (and how to completely remove it). [See also Part 5 before uninstalling/reinstalling.]

▸ If you are simply reinstalling the same WordPerfect program on a new computer or a newly formatted drive
▸ If you are uninstalling and then reinstalling the same WordPerfect program on the same computer
▸ Customizations
▸ Trial (downloadable) versions
▸ Program removal - basic method and complete methods
▸ Before reinstalling...
▸ After reinstalling...
▸ Installing WordPerfect on newer versions of Windows, such as Windows 7 or later
[More...]

Part 5 - Migrating customizations ... Before you start upgrading (Part 3) or reinstalling (Part 4) look over this section for important tips and recommendations about what you can migrate and how to do it.

▸ Files you should back up before upgrading or reinstalling WordPerfect
Section I: Transferring (migrating) specific customizations when using the same WordPerfect version on a different computer
Section II: Transferring (migrating) specific customizations when upgrading to a newer WordPerfect version on the same computer or a different computer
Section III: CHECK LIST that can be used whenever needed: Transferring (migrating) specific items to a different WordPerfect version -or- reinstallation of the same WordPerfect version on the same computer or a different computer
Section IV: Some related WordPerfect Universe FAQs (and some information about that site)
[More...]

Part 6 - Multiple versions of WordPerfect on the same computer.

▸ Can you install more than one version of WordPerfect on the same computer?
▸ Will multiple installed versions of WordPerfect interfere with each other? Not generally, but ...
[More...]

Part 7 - Transferring macros from one system to another, or from an earlier version of WordPerfect to a newer version. [More...]

☼  Should you buy or use an "OEM" version (Original Equipment Manufacturer) of WordPerfect to "updgrade" your computer? These are programs that were bundled with some new computers, but can be very problematic when used on a different computer. [More...]

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Footnote 1
[...Continued from above...]

Assigning "double duty" macros to a single keyboard key

[1] Exit from editing any macro. Click on Tools, Settings, Customize, Keyboards tab.

[2] Select (click on) the Available keyboard you want to modify, then click Select.
(Or click Copy to make a copy of it first: In the Copy Keyboard window, select the keyboard to copy, click Copy, and "Rename the object" with a new name, then click OK. Left-click the new keyboard's name and click Select to use it.)

[3] Next, in the Customize Settings window, click Edit to edit the keyboard definition. The Keyboard Shortcuts window opens.

[4] Check the box at the bottom, "Allow assignment of character keys".

[5] In the left "Choose a shortcut key" window pane, scroll down to the keyboard character and select it, then click Remove Assignment if there is any current assignment (e.g., some other macro or feature).

[5] In the right-hand window, click the Macros tab and then Assign Macro to Key.

[6] Select the macro from the file directory. If you see a message, "Save macro with full path?" you can click No. (This saves the macro to your default macro folder.)

[7] click OK, then Close until you are back in your document