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Barry MacDonnell's
Toolbox for WordPerfect

Macros, tips, and templates for Corel® WordPerfect® for Windows®
© Copyright 1996-2023 by Barry MacDonnell. All Rights Reserved.

Page updated May 2, 2023

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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


Related pages

•  Using, creating, modifying, and saving outlines [e.g., how to create fixed-width paragraph numbers (001, 002) and other custom-formatted paragraph numbering and numbering styles, such as adding one or more tabs in front of the number]

•  Some basic information about styles (and several links to related pages)

•  How to create automatically numbered document headings in WordPerfect (single level and multi-level headings)
 
•  Using WordPerfect counters to automatically display sequential numbers, letters, or Roman numerals almost anywhere (including inside outline paragraphs)

Page Contents

•  Overview (what it does, where it comes from)

•  To turn this feature ON

•  To USE this feature

•  To turn this feature OFF until needed in a future session

•  To toggle this feature ON/OFF when needed
    (in the current document)

•  To customize the STYLE of the paragraph numbering
    (and save it for future use)

•  Some TIPS and tricks for using automatic paragraph
    numbering,
outlines, and numbered (or bulleted) lists

Note

WordPerfect menu choices (below) refer to the <WordPerfect> menu (right-click on the top menu bar for a choice of menus). If you use a <Microsoft Word> menu, the choices might be absent from your menu (but not from the program), or they might be found under another menu selection. See here for more.



Overview

Do you need to create sequentially numbered paragraphs or item lists automatically so that numbers change when you add, delete, or rearrange items?

Or (the opposite) . . .

Are you tired of WordPerfect turning on automatic paragraph numbering or lettering whenever you type a number or letter (with, optionally, a period or colon) followed by a Tab — e.g., 1<Tab> or A.<Tab> or Q:<Tab>?

[Note: If you get such paragraph numbering when you paste material from an outside source such as Microsoft Word (something that is not caused by the automatic numbering feature) see here for solutions.]

This is part of a QuickCorrect feature called QuickBullets.
It is available via Tools, QuickCorrect, Format-As-You-Go (tab):

QuickCorrect dialog - Format-As-You-Go

QuickBullets automatically uses WordPerfect's Outline feature by calling up an outline style that was chosen in Insert, Outline/Bullets & Numbering — i.e., the various outline styles that create automatic outline numbering or bullets.

Billets & Numbering dialog

If no outline is currently active in the document, the feature uses the first outline style (named "Paragraph") for its numbering.

Some find it useful and others don't. Here's how to deal with it.

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To turn this feature ON

If the QuickBullets feature is not already turned on (the program default), do this to turn it on:

While your cursor is in either normal body text or in a new document, click on Tools, QuickCorrect, Format-as-you-Go tab, and enable (tick) the QuickBullets option in the Format-As-You-Go list. (See image above.)

Notes

¤  You can also toggle this feature on and off as needed with a shortcut key, regardless of its initial setting. See
"To toggle this feature ON and OFF when needed" below.

¤  The feature can automatically start a list (an Outline) of numbers, letters, or bullets, as explained in the sections below.

Many users typically discover this feature when typing a number followed by a Tab, or when typing a letter such as a "Q" (plus a period or colon) and a Tab. These is because the program has some built-in functions to start automatic outline numbering.

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To USE this feature

Note

This method is for WordPerfect 10 and later but for any more recent version see the quick toggling method below, which you might find faster and easier to use.

In any case, please read this 3-step section first since it presents some basic information.


Step 1


To begin a sequentially numbered list at the beginning of a line:

[a]  Type a number "1" (plus a period, colon, or hyphen, if desired) then

[b]  press the <Tab> key - or - insert an Indent with Format, Paragraph, Indent (or use its assigned shortcut key).


Tips

•  You can also use a shortcut key to automatically begin ("toggle on") a numbered list. See "To toggle this feature..." below.

•  For a lettered list type a letter plus a period, colon, or hyphen (which is required for automatic lettering); then press <Tab> -or- an Indent with Format, Paragraph, Indent (or use its assigned shortcut key).

•  For a bullet list see "Create automatic bullets..." below.

•  You might discover that you don't have to start automatic numbering with the number "1" (or the letter "a"): any number (or letter) will do. But if you are doing it to resume a previous sequence of automatically numbered (or lettered) items, be sure to review the section below on toggling the feature on and off whenever needed. It is quicker, easier, and less problematic than turning the feature on, then turning it off, multiple times in the document.

Notes

¤  In Reveal Codes you should see these format codes:

[Outline][ParaStyle...][Style]

¤  Changing the numbering scheme (see also the next note):

If you first choose a different outline style in Outline/Bullets & Numbering, then that numbering scheme will take effect instead of the default numbering schemes (see next paragraph). This is because the "upstream" [Outline] code helps define the numbering scheme in effect further "downstream". (The [ParaStyle...][Style] codes can be deleted to remove numbering at any particular paragraph location where it exists, but the new [Outline] code, if present, will still be operative.)

¤ 
Numbering style defaults:

Using the Type-1-then-press-Tab method described above the default number scheme used is the Legal numbering style:
(1, 1.1, 1.1.1, etc.).

When you use the toggling method below, the default number scheme used is the Paragraph numbering style:
(1., a., i., etc.).

¤ 
Customizations:

You can create custom Outline styles and use them instead. See Creating and Modifying Outlines.

Step 2


Enter some text. When you press <Enter> after entering the text, a new paragraph will be started, as expected, but it will begin with the next number/letter/bullet in the sequence (depending on the Outline level you are in).

What if you don't want the next paragraph(s) to be automatically numbered/lettered/bulleted?

¤  You can press <Ctrl+Shft+L> to insert a line break.

This will start a new un-numbered paragraph under the previous numbered one (press <Enter> to resume automatic paragraph numbering). This is a good way to insert one or even several "independent" paragraphs under a single numbered item. Note that the new paragraph(s) will be indented to the same tab stop as the numbered item. This is often useful in maintaining the "outline style" format.

¤  Another method that might be preferable to line breaks:

If you have a lot of material to insert between numbered items (or even if it's just a single paragraph) you can simply turn — or toggle — the outline off temporarily while you add the unnumbered text, then turn it back on to resume the automatic numbering sequence.
(See the section below,"To toggle this feature ON or OFF when needed".)

    For existing outline entries, just select the desired entries first and then use the toggle shortcut key (discussed below).

    Note:
Unlike with line breaks, the unnumbered paragraph(s) will not be automatically indented; rather, they will wrap to the left margin. (The can, however, be tabbed or indented individually or as a selected block of text.)


Step 3


To stop the number or lettered list:

[a]  Press <Enter> at the end of the current paragraph to start a new line; then

[b]  immediately press <BackSpace> to remove the [Para Style] codes on the new line. (Or even easier: Temporarily toggle the automatic numbering off. See the section below which describes the method.)

You will then be able to type ordinary paragraphs of text.

Tips

☼  See also the section below on toggling this feature on and off as needed, regardless of the QuickBullets setting. Using the keyboard can be easier and faster than a menu.

☼  You can change the number's value at any point mid-way in the list (i.e., start with a different number) with the Set Paragraph Number button on the Outline Property Bar that should appear when your cursor is inside the list: Set Paragraph Number button (If the property bar is not visible see here.)

▸ Place the cursor in the list's text — not inside any code — and click the button to enter a new value.

[This works best with standard, non-decimal paragraph number (or letter) schemes.]


☼  It is easy to make quick, basic modifications to the appearance of the numbering scheme (e.g., add Tabs or Indents next to the number, letter, or bullet). See the customizing section below and the Tips section on indenting, outdenting, etc.

☼  As mentioned, you can change the numbering (outline) style from the default style or the style currently in effect in the document. See "Changing the current outline style or interspersing ("nesting") outlines" below. See also "To create automatic bullets instead of the default paragraph numbers" below.

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To turn this feature OFF until needed in a future session
While in normal body text or in a new document, click on Tools, QuickCorrect, Format-as-you-Go tab, and uncheck (i.e., disable) the QuickBullets option. This stops the automatic creation of lists when you type a number or letter followed by a <Tab>, but you can still access this feature with "toggle" keys (see the next section).

Notes

¤  This is a "sticky" setting so it will remain turned off until you turn it on again. [WordPerfect might even turn it off if you are working on a merge or editing a macro. Some find this annoying (I do), so you can use the QC macro to turn it — and many other QuickCorrect settings — on and off as needed.]

¤  You can also toggle this feature on and off as needed with a shortcut key, regardless of its initial setting. See the next section.

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To toggle this feature ON or OFF as needed in the document

Notes

¤  If you skipped down to here, and you are not very familiar with the automatic numbering feature, see the above sections first.

¤  While the material here focuses on the automatic paragraph numbering feature, it applies equally to other Outline styles (Insert, Outline/Bullets & Numbering).

Toggling

The automatic paragraph numbering feature (sometimes called "QuickNumbers") is useful for creating numbered lists, "bullet lists," and multi-level outlines (e.g., 1.; a.; i.).

Whenever you need to use this feature temporarily you can just press a certain pre-assigned shortcut key or click a toolbar button, as described in the next paragraphs. This "toggles" the feature on. Use the same key or button again to toggle it off.

Important things to know about this feature

(1)  Toggling works even if you have QuickBullets turned off (i.e., disabled), which can be a handy way to create a quick outline list in any document. (If QuickBullets are off, they will remain off since this is a separate shortcut operation.)

(2)  Toggling lets you start numbering, then stop numbering to add other (non-numbered) material, then start numbering again with the next number in the sequence, etc. (You can also select text and then toggle numbering on/off just for the selection. See more tips below.)

(3)  The default Outline numbering style used when toggling is the "Paragraph" style (1,a,i). This is the first style shown in Insert, Outline/Bullets & Numbering (see image above).

(4)  As soon as you toggle the feature on, the number, plus an indent, will appear in your document. There is no need to type the number.

    Note that if your cursor is in the middle of a paragraph, the entire paragraph will be numbered and indented. See also the tip on promoting and demoting the outline level below.

(5)  You can choose another (non-default) numbering or bullet style with Insert, Outline/Bullets & Numbering before using this toggle feature and it will be used instead. (See also the tips section about changing or interspersing different Outline numbering styles in a document.)

Keyboard or mouse?

  You can use this toggle feature from your keyboard.

For a regular Windows keyboard this feature is normally already available by pressing <Ctrl+H>.

For those who use a DOS keyboard, use <Ctrl+T>.

Keyboards are defined — hence: "keyboard definitions" — by the way many of their keys (or key combinations) are "mapped" to various things. Once mapped, the keys are often called "shortcut keys".

Keyboard definitions can be selected from the Tools, Settings, Customize, Keyboards tab. To modify them see here.

Note

These pre-assigned shortcut keys should act as toggles, turning the feature on and off as needed. However, if you find that the feature is not being turned off (or on) using <Ctrl+H> when using the regular Windows keyboard, and you get a "CtrlH macro not found" message, you can either -

•  create a small macro by that exact name (CTRLH.WCM) with just the OutlineBodyTextToggle command in it (to create such a "Control-key" macro see here); this should solve the problem;

- or -

•  assign the Outline Body Text feature (which performs the same function as the macro command mentioned above) to <Ctrl+H> or any other available key combination. See here for information on assigning features to such shortcut keys. (Note that this feature is found under the "Insert" feature category drop list when you edit the keyboard definition.)

  You can assign this toggle feature to any toolbar (or any property bar) button for easy access with a mouse.

(1)  Right-click on the toolbar. Choose "Edit" to open the Toolbar (or Property bar) Editor. [For customizing property bars, see here.]

(2)  Under the Feature Categories list, choose "Insert," then scroll down in the Features list to "Outline Body Text," select it, then click on "Add Button." The new button should appear on the toolbar or property bar. (You can drag it to a new position.)

(3)  Finally, click OK on the Toolbar (or Property Bar) Editor dialog to close it and return to your document.

The new button will act as an On/Off switch for this feature.

Notes

¤  It might be better to place this "Outline toggling" button on the main toolbar or on the Outline Tools bar (right-click the toolbar area and select Outline Tools) because the Outline property bar will disappear — and the new button with it — whenever an outline item is converted to normal body text. You won't be able to use it to turn outlining back on for that item since the Outline property bar will not be visible. But if the button is on the main toolbar or you have made Outline Tools visible, you will have access to this button.

¤  You can also toggle numbers and outlining with the Numbering button on the main toolbar (it has the numbers 1, 2, and 3 on it). It, too, is found in the Features Categories list, under "Insert." [Thanks to Jan Berinstein for this tip.]

Tip: For more on creating toolbar buttons, see here.

  Using the Outline property bar:

This context-sensitive bar appears when your cursor is inside a numbered list or other outline style. (If it doesn't appear see "Toolbars and Property Bars" here.)

It contains buttons to promote, demote, move, and show/hide outline levels ("families") or body text, change the next number's value, etc.

See the Tips and Tricks section below.



To customize the style of the paragraph numbering (and save it)
•  You can modify the current numbering style for any numbered (or bulleted) paragraph by simply double-clicking directly on its [Style] code in Reveal Codes.

This brings up the Styles Editor. Make your changes in the Styles Editor's Contents pane (your mouse works in that pane and so do various keys such as <Arrow>, <Backspace>, <Delete> etc.). Most such changes are made using the Editor's own menu and/or toolbar at the top of the Styles Editor dialog. See here for some customizing tips.

Important

¤  You only need to do this for one instance of the particular [Style] you wish to modify in the document.
This will change the numbering (or bulleting) style — e.g., with new indentation for all such numbered or bulleted items in the current document only. To save it for future use see the next item below.

¤ 
Be sure not to delete the [Para Num] code in the Styles Editor: it's what creates the automatic numbering/bulleting.

¤  To start with a different number — typically the number "1" — while working inside an automatic paragraph numbering sequence (or while in any numbered outline)
you should not use the Styles Editor method above. Rather, you should follow the method "Start a numbered paragraph with a different number" described in the tips below which resets the numbers in the main editing screen (i.e., the document's body text area). It does not modify the numbering style.

•  You can save customizations by simply creating a new custom Outline style that incorporates them. Then, once such a different outline numbering scheme is started in a document, it can be toggled on and off throughout the document in the manner described in the above section. Custom outline styles can be saved to the default template so they are available in all new documents based on that template.

•  You could simply use another, existing Outline style instead of modifying the current style. Also see the Tips and tricks section below for some more customization ideas.

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Some tips and tricks for using automatic paragraph numbering, outlines, and numbered (or bulleted) lists

Note that many of these tips apply to ANY outline style.
[For more on outlines see "Using, creating, modifying, and saving outlines".]


Quick links to the topics below:

☼  Demote and promote a numbering level with the <Tab> and <Shift+Tab> keys [More...]

☼  Using the Outline property bar [More...]

☼  Start a numbered paragraph with a different number [More...]

☼  Using shortcut keys instead of Outline property bar button [More...]

☼  Select text and automatically number (or un-number) it [More...]

☼  Create automatic bullets instead of the default paragraph numbers [More...]

☼  Remove automatic numbers or bullets [More...]

☼  Convert automatic numbers or bullets to plain text [More...]

☼  Manually insert an incrementing paragraph number anywhere with <Ctrl+Shift+F5> [More...]

☼  Change from one outline style to another, or intersperse ("nest") outline styles [More...]

☼  Insert an outline into another outline (or, how to copy-and-paste text that contains an outline into the current outline) [More...]

☼  Create an indented outline or numbered list [More...]

☼  Create an outdented outline or numbered list [More...]

☼  Create text outlines [More...]

☼  Quickly set or toggle the QuickBullets feature [More...]

☼  Do you create multiple-choice tests? [More...]

☼  Create custom bullet styles [More...]

☼  Create a numbered list with checkboxes on the right (e.g., a "To Do" list) [More...]

☼  Create "dot aligned" outlines [e.g., Roman numerals right-aligned on the period ("full stop") that follows each number] [More...]

☼  Display a tally of your numbered paragraphs [More...]

☼  Refer to the same range of outline items in your document even if items are added or deleted in the outline [More...]

☼  Skip all of a Legal outline's first levels (in WordPerfect 9 and later) [More...]

☼  Reset multi-level outline levels (e.g., Legal-style outlines) to a custom number [More...]

☼  Using outline styles in a Table of Contents [More...]

☼  Other references:  ◄- see left sidebar


  Demote and promote a numbering level with the <Tab> and <Shift+Tab> key

[1] First, position the cursor at the very beginning of the text area in the desired numbered paragraph.

   For example, in Reveal Codes (where
= insertion cursor location)

   ...if no text has been entered yet it will look something like this...

       [Para Style: Level 1]
[Style] *

   ...or...if text has been entered it will look something like this...

       [Para Style: Level 1][Style]Now is the time...[Para Style:Level 1]

[2] Then,

•  press the <Tab> key
to demote (indent ---►) the current outline level.
•  press the
<Shift+Tab> key to promote (◄--- outdent) the current level.**

----------
* This is also where the cursor will be located if you press the Enter key as soon as you have finished entering text in the previous number's level.
   Tip: At this point — insertion cursor on the right side of the [Style] code — if you press the Backspace key the pair of codes on the left will be removed, the current outline will stop, and the cursor will return to the left margin. (You can start it up again with the toggle shortcut key above.)
** You cannot promote the top level (i.e., Level 1) of any automatic paragraph numbering (i.e., Outline).

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  Using the Outline property bar

In addition to using the keyboard (previous tip) to promote or demote an outline level, you can use dedicated buttons on the context-sensitive property bar that appears when your cursor is in the outline text (assuming that View, Toolbars, Property Bar is enabled).

The buttons have horizontally pointing arrows:

Promote outline level button (= promote) Demote outline level button (= demote)

An advantage to using these buttons over the keyboard (previous tip) is that the cursor does not have to be at the beginning of any text in order to promote or demote that level. Even if you prefer the keyboard to a mouse, this can make re-arranging an existing outline easier and less problematic.

Other buttons on that property bar can move (re-order) outline levels up or down, collapse or expand an outline, show or hide an outline's levels or body text, set a new starting number (next tip), etc.

Tip: Just hover the mouse cursor over a button and a tool tip will appear to describe the button's purpose.

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  Start a numbered paragraph with a different number

Place the cursor in that numbered paragraph — but not inside a format code's Styles Editor dialog (such as for an Outline's [Style] code) — and click the Set Paragraph Number button on the Outline property bar (visible in the main toolbar area):

Set Paragraph Number button

This brings up a small dialog with a single field:

Set Paragraph Number dialog

Most often this method is used to start a new numbered list (or a new Outline entry number: see an example here) with the current paragraph number reset to "1" (as shown above) — but you can type any number in the dialog field. All subsequent numbered paragraphs will automatically renumber themselves.

Notes

¤  If you have manually inserted incrementing numbers using the Insert Paragraph Number method (<Ctrl+Shift+F5>, described below) the Outline property bar might only be visible when the cursor is on the same line as the number.

¤  On the other hand, if you used a standard outline style (or the related automatic numbering method on this page) the Outline property bar should be visible when the cursor is anywhere inside the outline or the auto-numbered material. (N.B.: If you cannot see the property bar at all, it might have been hidden accidentally: see here.)

¤  When setting a new number for an entry in an existing outline, the program will add a [Para Num Set] code at the beginning of the renumbered outline entry. This is visible in Reveal Codes.

¤  Renumbering an existing outline this way works best for Level 1 (top level) outline entries (otherwise its effect can sometimes carry through to subsequent entries, even those at different levels).

¤  If you want some intervening material to be un-numbered in an outline, you can use line breaks instead of hard returns (the Enter key) for that material -- or just toggle the outline for that material off. (This is also discussed above.)

  Using shortcut keys instead of Outline property bar button

As indicated under "To toggle this feature..." above, the command assigned to <Ctrl+H> (or <Ctrl+T> on the DOS keyboard) is "Outline Body Text."

This command toggles the currently chosen outline numbering style on and off.

But you can also assign several features found on the Outline property bar to shortcut keys, if you prefer to use the keyboard when working in outlines.

Starting with WordPerfect 9 the following additional button features are available for assignment:

Outline Demote Item, Outline Promote Item, Outline Move Item Up, Outline Move Item Down, and several related features.

All of these can be found under the Keyboard Shortcuts Feature category, "Insert." For more information on assigning features, macros, or keystrokes to keys or key combinations (or changing the assignments), see here.]

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  Select text and automatically number (or un-number) it

If you select some text first and then press <Ctrl+H> [or <Ctrl+T> if you use the DOS keyboard], or click an assigned button [if you use that method; see above], the selection — up to the end of the paragraph (or paragraphs) — will be numbered automatically.

Repeat this process to un-number it.

Note that this tip applies to any Outline or Bullet style (Insert, Outline/Bullets & Numbering...). By default, automatic numbering uses the first Outline style ("Paragraph").

Related tips:

◦  Blank (empty) numbered lines/paragraphs can easily be removed from numbering by placing the cursor in them and pressing the shortcut toggle key (<Ctrl+H> or <Ctrl+T>). Or you can press the <Backspace> key to remove the [Para Style] code for that line/paragraph. The remaining items will be renumbered automatically.

◦  Some blank lines — on screen and in print — might not be truly empty if they contain space characters or "spacing" code such as a [Tab], and thus might be considered as a text paragraph when you select them to automatically number that selection. In that case the program will then number these "empty" lines, too. Check Reveal Codes to see if there are any [Tab] codes, space characters, etc., that might be causing unwanted numbering of blank lines. (This situation sometimes happens with material that was originally pasted from another source, such as Microsoft Word.)

◦  If the selected text was previously auto-numbered, the numbers in the selection will be removed and the text will revert to normal body text. Note that the text is no longer part of the Outline's structure, so to re-establish numbering you will need to select it again and then use the toggle key.

◦  If your main toolbar has a button with a "123" icon ("Numbering - Create numbered lists and outlines"), you can select text and click the button. (You can create this button by using the methods here.)

◦  You can skip numbering specific paragraphs while typing:

Two methods:

Line breaks
: To insert one or more unnumbered paragraphs of text under any outline number (or bullet) and maintain tabbed alignment, use a line break at the end of each such inserted paragraph (i.e., <Ctrl+Shft+L>) instead of using the <Enter> key (which normally increments the outline with a new numbered entry at that level).

(For more about line breaks see Footnote 1.)


Delete the codes: After pressing <Enter>, and you see the next automatic number inserted in your text, press the <Backspace> key. This removes the Paragraph style codes for that automatic number and immediately suspends further automatic numbering. When you wish to resume auto-numbering just press the shortcut key (see previous section).

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  Create automatic bullets instead of the default paragraph numbers (discussed above)

Method

•  click Insert, Outline Bullets & Numbering;
•  select the <Bullets> tab; then
•  choose a bullet style and click OK.

Alternative #1

If QuickBullets is enabled in Tools, QuickCorrect, Format-As-You-Go, QuickBullets:

To create a bulleted list using QuickBullets, at the beginning of a new line, type one of the following characters, followed by a Tab or Indent, to produce the corresponding bullet:

QuickBullets chart

Next, type the text, then press <Enter> to begin the next list item. Continue to add more bullet items by pressing <Enter>, then typing text.

Tips

☼  You can press <Ctrl+Shft+L> to insert a line break; this will start a new non-bulleted paragraph under the previous bulleted one (press <Enter> to resume automatic bulleting). This is a good way to gather several paragraphs under a single bullet item.

☼  Using the letter "o" or "O" to start a QuickBullet list will cause QuickBullets to employ a multi-level outline list whereby pressing <Tab> or entering an indent at the beginning of the second and subsequent paragraphs (before typing text in the paragraph) will indent both the bullet and the text.

☼  Starting a QuickBullets list with the other characters (>, *, ^, +) will create a single-level bullet list whereby pressing <Tab> or entering an indent will indent the paragraph's text only, not the bullet.

☼  To end the bullet list, press <Enter>, then <Backspace> — or simply toggle the list off (see the above section, "To toggle it ON and OFF when needed").

☼  If you do not want one of these characters-plus-tab to begin a bulleted list, add the character to the QuickCorrect list: Click Tools, QuickCorrect, then type the character in both the Replace and With text boxes. (This makes the program replace the character with itself instead of a bullet.)

Alternative #2

You can insert a bullet (i.e., a bullet list paragraph style), at the beginning of the current paragraph or in the middle of another paragraph outline style, with <Ctrl+Shft+B>.

The "Insert Bullet" feature is assigned to these keystrokes (a "shortcut") by default; therefore, QuickBullets does not need to be enabled for this shortcut to work.

Note

Once you have used <Ctrl+Shft+B> at least once, the bullet list paragraph style will be added to your default template and show up in the Select Styles list on the Text property bar in all new documents.

You can delete this bullet style by editing your default template and deleting the style there (Format, Styles, <choose style>, Options, Delete); however, it causes no harm to leave it in the styles list, and in any case you can still use <Ctrl+Shft+B> to insert the bullet.

Alternative #3

You can also create a custom bulleted outline list. For example, to use an asterisk (*) character symbol for bullets:

•  Click Insert, Outline/Bullets & Numbering, Bullets.
• 
Click on "More Bullets."
• 
Type 0,42 in the Number box to select the asterisk character, then click "Insert and Close." [This creates a new type of bulleted list that uses an asterisk symbol for the bullet character.]
• 
Click OK to begin creating the list.

Tips

☼  To use this type of list again in the current document, click Insert, Outline/Bullets & Numbering, Bullets and select the list.

☼  To save this new custom bullet list for use in other documents: In the Bullets & Numbering dialog, click Options, Copy, Default template.

☼  Also see "METHOD B: USING GRAPHIC IMAGES FOR OUTLINE BULLETS" here: Create custom bullets for your outlines.

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  Remove automatic numbers or bullets

To remove automatic numbers from your document using the toggle key on selected text as explained in the above tip. Or, select the numbered paragraphs and click Format, Styles, <None>, Insert (or Apply in WP8).

If your toolbar has a button with a "123" icon ("Numbering - Create numbered lists and outlines"), you can select the numbered item(s) and then click the toolbar button to remove numbering for that selection.

You can insert one or more unnumbered paragraphs of text under any outline number (or bullet) and maintain tabbed alignment by using a Line Break at the end of each inserted paragraph (<Ctrl+Shft+L>) instead of using the <Enter> key (i.e., a hard return). Pressing <Enter> automatically increments the outline (at the same level), but using line breaks does not.

[WordPerfect 8 (c.1997) users: Selecting numbered items first, then using the "123" button to un-number them, will only remove numbering from one paragraph (the last one in the selection) in WordPerfect 8. In WordPerfect 9 and later versions, all selected items are processed. The "Format, Styles, <none>, Apply" method will work better in WordPerfect 8 for removing automatic numbering from several paragraphs at a time.]

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  Convert automatic numbers or bullets to plain text

If you want to convert automatically numbered or bulleted paragraphs (those with items that begin with a [Para Style][Style] code pair) to their text equivalents (bullets are converted to text symbols), you can -

•  select the paragraph items,
•  press <Ctrl+C> to copy the selection, then
•  immediately click Edit, Paste Special, Unformatted text (or in recent WordPerfect versions you can right-click at the cursor location and choose Paste Unformatted Text).

Note that formatting will be lost in the paragraphs, but this is usually a minor problem to fix.

Alternative #1

Open Reveal Codes and select just the code pair at the beginning of each item, then press <Ctrl+C> to copy the selection, then immediately click Edit, Paste Special, Unformatted text. (This tip works in WP8+. Not tested in earlier versions.)

Note that with this alternative, remaining outline numbers will be automatically renumbered, so if you need to do this for more than one outline item, start at the highest number and work backward to preserve the numbering. To automate this process for the entire document, try the macro: "Replace outline numbers with text equivalents.wcm," downloadable in Repl-OL.zip. [Note: This macro was written in WPX4, but it might work in earlier versions. Test it on a copy of your document.]

Alternative #2

[For earlier versions of WordPerfect, such as WP8 (c.1997) and earlier:] Use John Land's (modified) #PAR2TXT macro, which automates the process of converting paragraph numbers to text.

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  Manually insert an incrementing paragraph number anywhere with <Ctrl+Shift+F5> (sometimes written as <Shift+Ctrl+F5>)

The shortcut key <Ctrl+Shift+F5> opens the small "Insert Paragraph Number" dialog:

Insert Paragraph Number dialog

Description

This dialog is part of the Outline feature (which has its own shortcut keys to toggle the outline on/off), but unlike the Outline feature it immediately inserts incrementing numbers at the cursor position...

[1] without additional formatting (i.e., a [Style] component containing other formatting such as a tab or indent code adjacent to the number); and

[2] without any automatic change in the outline level if you move an automatic number code to a different tab stop; and

[3] without having to wait until you type to the end of a block of text and press Enter to increment the next number.

In other words, each number (and any numbers that happen to follow it in the sequence) increments as soon as you insert it (or move it) but without any additional paragraph formatting that might upset adjacent text, such as when using <Ctrl+Shift+F5> in the middle of a paragraph (see graphic example below). [Tip: For a brief discussion on the two parts of an Outline style (automatic numbering and formatting style) see here.]

There's another small difference:

Think of it as the manual version of automatic paragraph numbering: To insert another number in the sequence you have to use that dialog each time.

Still, this method has advantages, as described below.

Inserting a paragraph number

Tips

☼  This feature makes it easy to automatically number items inside a paragraph, too. Just place the cursor where desired and use <Ctrl+Shift+F5> for each number.

Here's an example of the feature (numbers circled in red):

If you add or delete a number between two other such numbers, the following numbers will automatically adjust to maintain the sequence.

☼  If you prefer a different shortcut key combination for the Insert Paragraph Number feature you could re-assign its default <Ctrl+Shift+F5> shortcut — or just simply assign that feature to any other available shortcut key combination.

You can also add the Insert Paragraph Number feature to a toolbar or property bar to make it easy to access with a mouse.
   

The feature can be found under the Format category, listed as Insert Paragraph Number on the Keyboard Shortcuts dialog as well as on the Toolbar and Property Bar Editors.

☼  Since the <Ctrl+Shift+F5> method uses the Outline feature, if you need to insert sequential numbering inside an existing outline consider using a WordPerfect counter for intra-outline numbering. [Note that counters can be used almost anywhere in a document, and can consist of sequential numbers, letters, or Roman numerals.]

☼  If you use the feature often, and with the same Number Type (e.g., 1., 2., etc.; see the Notes below), you could save a single instance of the [Para Num] code produced by the above methods as a QuickWord. Once saved it would be available in future documents. Simply typing a short abbreviation for that QuickWord (e.g., ~#) in the body text area followed by the Enter key would insert the (incrementing) number at the cursor location — without displaying the Insert Paragraph Number dialog. [Note that QuickWords can also store additional characters, symbols, and even graphics. This should let you create custom formatted numbers.]

Notes

¤   There are a variety of Number Types (including bullets and other symbols) you can select from the Insert Paragraph Number dialog. When you first use the feature it might insert an [Outline] code, which sets the Number Type and which remains in effect until you change the Type (or use some other Outline style), in which case it will insert another [Outline] code.

   
To change the Type — e.g., to "Number Order" (First, Second, etc.) — use the Number Type drop list on that dialog. If you delete a subsequent [Outline] code it will cause the subsequent numbers to revert to the type that was used above that point.

¤  If you enable the Automatic checkbox, you can press Tab before inserting another number to start a new level (i.e., a Tab demotes the outline level).

¤  Subsequent intra-paragraph numbers might cause WordPerfect to insert a hard return ([HRt]) and an [Outline] code. Simply delete them in Reveal Codes to "close up" the new number and adjacent paragraph text.

¤  With this method, the Outline property bar might only be visible when the cursor is on the same line as the number. In normal outlines, the Outline property bar will be visible when the cursor is anywhere in an outline level's text. (N.B.: If you cannot see the property bar at all, it might have been hidden: see here.)



  
Change from one outline style to another, or intersperse ("nest") outline styles

Here's how to quickly change from one outline's number (or letter or bullet) style to another style (i.e., change the entire existing outline style to another style), or change to a different outline style "inside" the current outline:

Example #1

Change a bullet outline list to one with small squares (checkboxes) instead of bullets (i.e., change the entire outline style to another outline style):

•  Place your cursor anywhere in the existing outline and then click Insert, Outline/Bullets, Bullets tab.
•  Choose the new bullet style (i.e., the Check Box bullet style).
•  Click OK. The entire outline's bullet style should change to checkboxes.

Note: If this does not produce the desired result you can undo the change (with Edit, Undo or Ctrl+Z) and do this instead: select the entire outline's text first, then apply the new bullet style.

Example #2

Insert several bullet items in the middle of an existing numbered outline (i.e., "nest" a different outline style inside an existing outline):

•  Select just the outline items you wish to change, then click Insert, Outline/Bullets, Bullets tab.
•  Choose the new bullet style.
•  Click OK. The selected items should change to bullets, while both the preceding and succeeding items should remain numbered.

Tips

☼  If you wish to indent these new bulleted items from the current outline level, select them and use Format, Paragraph, Indent from the main WordPerfect menu. (Or use the Tab key if you prefer.) You can also use the Demote button on the Outline property bar.

☼  With either method, you may have to delate an extra hard return [HRt] code in Reveal Codes to "close up" the outline.

☼  For WordPerfect 8:

When inserting Bullet outline items, enable the "Resume outline or list."

For Number outline items of a different Number outline style, choose "Start new outline list," then apply the new numbering style. In Reveal Codes, you probably will want to delete the [Para Num Set] code in front of the inserted outline items so that numbering resumes properly after the newly inserted number outline.

☼  For WordPerfect 9 and later:

◦ When you change an outline/bullet style inside another existing outline (thereby "nesting" the outline styles), use "Apply selected layout to current outline/list" for the inserted style (e.g., Bullets), not "Start a new outline list." The latter choice will cause numbering to start at "1" when you resume the original Number-style outline.

When you change an outline style as you type the outline, you should choose "Start new outline..." or "Insert new outline...". However, numbering will be reset to "1" (as expected, since it is a new outline); you can set the current paragraph number in an outline with the button for this purpose on the outline property bar that displays when you are inside an outline, if you want to "resume" numbering from the original outline.

☼  Generally, it is easier (and possibly more reliable) to insert a few bullet outline items inside another outline style if you (1) type the primary outline first, then (2) go back and select the items you want bulleted, and then (3) apply the Bullet outline style (with Insert, Outline/Bullets...,) to just those selected items as explained in the above paragraphs.


 
Insert an outline into another outline (or how to copy-and-paste text that contains an outline into the current outline)

When you insert (or paste) text that contains [Outline][Para Style] codes into the current outline, those codes probably will conflict with the existing outline's codes (located farther "upstream" from the current paste location).

•   For ordinary documents:

Perhaps the best way to do this and minimize disruption of the current outline area is to simply paste the text into the target location using Edit, Paste Special, Unformatted text. This will strip out all formatting from the pasted text (which you can reformat later) — converting the outline's paragraph numbers to plain text along with everything else.

Next, place your cursor at the beginning of each plain-text-numbered paragraph, delete the text numbers, and press <Ctrl+H> (or press <Ctrl+T> for the DOS keyboard; see above for more on these keys). This toggle key should add the proper outline paragraph number for that location (though possibly not the proper outline level), since the outline's numbering style was already set above that location.

You can use <Tab> or <Shift+Tab>, or the Outline property bar, to further demote or promote that item.

Repeat for each plain-text-numbered paragraph.

•  For similar issues with merge forms:

See this thread on WordPerfect Universe.

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   Create an indented outline or numbered list

Before toggling numbering or outlines ON -or- if already on, place the cursor just to the left of the appropriate numbering or outline codes:

•  For a tab indent, press the <Tab> key.

•  For a paragraph inden, click Format, Paragraph, Indent. When you press <Enter> the next item will start under the current tab stop, rather than at the left margin.

As noted above, to toggle numbering on: For normal Windows keyboard definitions this is usually done with <Ctrl+H>; for the DOS keyboard it is usually <Ctrl+T>.

You can also select the items after they have been created and then press <Tab> or use a left indent. All following items will be tabbed/indented over to the next tab stop.

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   Create an outdented outline or numbered list

If you want the first-level numbers to appear outside the left margin (i.e., between the left page margin and the left edge of the page):

•  You might want to create a new paragraph outline style especially for this purpose; see "Creating or modifying outlines." Or, in Reveal Codes, you can just double-click the [Style] code in the numbered paragraph style to bring up the Styles Editor. Add a hard Back Tab to the beginning of the string of codes shown in the Contents field of the Styles Editor. [In the Editor: click Format, Paragraph, Back Tab.)

•  For second and subsequent level numbers, you will need to modify that level and insert two Back Tab codes, etc.

•  If you simply modified the style rather than created a new one, it will only apply to the current document.

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  Create text outlines

These are basically chained styles with an outline ability.

When you use text outline styles Insert, Outline..., Text) the Outline Property Bar displays on screen, which lets you expand, contract, promote, demote, move up/down, etc., so you have an automatic outline to work with, not just a fancy style.

Try clicking on one of the icons that demonstrates one of the outline styles, then click OK. Type some text, hit <Enter>, type some more, hit <Enter> etc. (When you are inside the outline, notice the property bar that appears.)

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  Quickly set or toggle the QuickBullets feature

This feature, along with more than a dozen other features, can be toggled On/Off with a macro. See the author's QC macro. This macro could be used as a startup macro, or played whenever these settings have been changed (as sometimes happens, for example, when you edit a macro or conduct a merge).

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  Do you create multiple-choice tests?

Here's a tip on creating a 2-column test with the questions in column 1 and the answers nicely lined up in column 2:

•  Start the multiple-choice exam: Click on Format, Columns, and choose 2 columns, and Parallel w/Block Protect. Adjust other options as desired. (You might want to make column 1 narrower than column 2, for example.) Click OK to return to the body text and the new column format.

•  In column 1, type the first question's number (e.g., "1"), a period (full stop), and a Tab (or use the assigned shortcut key to start outline numbering, as explained above).

•  When you have finished typing the question, do not press <Enter>; instead, press <Ctrl+Enter> to jump to column 2, then immediately press <Tab> to start the next level of outlining (or click the Demote arrow on the property bar). This should insert an "a.", whereupon you can start typing your answers. Press <Enter> after each answer, except the last one for that question.

•  When you have finished typing the answers to the question in column 2, press <Ctrl+Enter> to return to column 1, then press <Shift+Tab> to promote the numbering up (or click the Promote button on the property bar); you should now see a "2." in column 1. Type the next question, then instead of <Enter>, press <Ctrl+Enter> to jump to column 2, etc.

•  Click on Format, Columns, Discontinue when finished typing the answers to the last question.

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  Create custom bullet styles

See create custom bullets for your outlines.

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  Create a numbered list with checkboxes on the right (e.g., a "To Do" list)

Here's how to do it:

•  Step 1. Click on Insert, Outline/Bullets & Numbering. Under the Numbers tab, click on the icon labeled "Numbers 2" to select it.

•  Step 2. Click the Options button, and click on Copy to make a copy of this outline that you can edit to make a brand-new outline. The Outline Definition Copy dialog opens. If you want to copy the new outline style to the default template, click on the radio button "Default template"; otherwise, click OK. The Outline Definition Duplicate dialog opens; give the style a name such as "Checklist" then press OK. The new style will be added to the bottom of the icons. (It should already be selected; if not, select it.)

•  Step 3. Click on the Edit button. The Create Format dialog opens; this is where you will set up your Outline style. (Each outline in WordPerfect has a style associated with it.) Notice that the current outline is a single level style; the preview pane shows a list of single-level numbers on the right side of the dialog. We will now add a check box to the right of these numbers by creating a new style associated with this outline.

•  Step 4. Click on Create Style. The Style Editor opens. In the Style Name field, give the style a name such as "Checkbox." (The name of the style and the name of the outline must be different; here, we have used similar names as a memory device.) You can give the style a brief description, too. The field labeled "Enter key inserts style" should say <Same Style>, the Type field should be set to Paragraph, and the check boxes "Automatically update style when changed in document" and "Show 'off codes'" should be checked.

•  Step 5. In the Contents field, place the cursor after all codes; that is, make sure it is to the right of the code labeled "Codes to the left are ON - Codes to the right are OFF." (Just click inside the Contents field and move the cursor into position with the <Arrow> keys.)

Tip: If you want the checkbox to appear immediately next to the paragraph number, place the cursor either in front of the [Para Num] code or after it, depending on where you want the box to appear in relation to the number.

•  Step 6. Optionally add one or two separator spaces (simply press the Spacebar) or a flush right with dot leaders (click on Format, Line, Flush Right...), then press <Ctrl+W> to bring up the Symbols list. Choose a box-like symbol such as the one in Typographic Symbols, number 4,38. Click on Insert and Close. The block symbol should now be inserted in the Contents field. Click OK to return to the Create Format dialog. Notice the new style in the Preview pane.

•  Step 7. Click OK twice to return to your document. The first outline number should the on screen. Simply type in some text and press the <Enter> key. A small check box should appear to the right of your text. Each time you press the enter key a new outline number will appear along with the small check box.

To toggle the outline list on and off, see above.

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   Create "dot aligned" outlines [e.g., Roman numerals right-aligned on the period ("full stop") that follows each number]

•  Step 1. Click on Insert, Outline/Bullets & Numbering. Under the Numbers tab, click on the desired icon (e.g., the one labeled "Roman") to select it.

•  Step 2. Click the Options button, and click on Copy to make a copy of this outline that you can edit to make a brand-new outline. The Outline Definition Copy dialog opens. If you want to copy the new outline style to the default template, click on the radio button "Default template"; otherwise, click OK. The Outline Definition Duplicate dialog opens; give the style a name such as "Roman 2" then press OK. The new style will be added to the bottom of the icons. (It should already be selected; if not, select it.)

•  Step 3. Click on the Edit button. The Create Format dialog opens; this is where you will set up your Outline style. (Each outline in WordPerfect has a style associated with it.) Notice that the current outline is a single level style; the preview pane shows a list of single-level numbers on the right side of the dialog. We will now create a new style associated with this outline.

•  Step 4. Click on Create Style. The Style Editor opens. In the Style Name field, give the style a name such as "RomanAligned" (The name of the style in the name of the outline must be different; here, we have used similar names as a memory device.) You can give the style a brief description, too. The field labeled "Enter key inserts style" should say <Same Style>, the Type field should be set to Paragraph, and the check boxes "Automatically update style when changed in document" and "Show 'off codes'" should be checked.

•  Step 5. In the Contents field, place the cursor before (i.e., in front of) all codes. (Just click inside the Contents field and move the cursor into position with the <Arrow> keys.)

•  Step 6. On the Styles Editor's menu, click Insert, Tab to insert a Left tab.

•  Step 7. Double-click on the newly inserted [Left Tab] code. The Tab Set dialog appears. Set the Tab type to Decimal, and the Tab position to at least 0.05". Click Set, then Close. IMPORTANT: Now remove any [Dot Lead] or [Dec/Align] codes by pressing <Backspace>. The main operational codes in the Contents field should now be these codes:

[Tab Set][Dec Tab][Para Num: 1][Hd Left Ind]

•  Step 8. Click OK three times to get back to your document. The first outline number should be on the screen. Simply type in some text and press the <Enter> key. Each time you press the enter key a new outline number will appear, right-aligned on the period ("full stop").

To toggle the outline list on and off, see above.

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   Display a tally of your numbered paragraphs

For example, you might start a section of a document with something like

"The following ? items (or questions, etc.) should be ..."

where the question mark will show the total number of paragraphs in the following outline (or section of an outline).

Note that this technique requires that the following paragraphs in the outline begin with numbers, not letters, that are chosen with Insert, Outline..., such as the "Paragraph" or "Legal" outline. If a Letter is used, the tally will be a letter, too.

•  Click in the document location where you want to create a tally of the paragraphs (usually after any paragraph outline codes), then use Tools, Reference, Cross Reference and choose "Paragraph/Outline" as the Reference Type. In the Select Target field, type a target name such as "tally". Then click Mark Target to insert the [Target] code into the document.

•  Next, click in the location where you want the tally number to appear (e.g., just above the paragraph outline). Then click Mark in the Cross Reference dialog to insert the [Ref Para] code. A "?" appears in the document at the cursor location.

•  Click Generate..., OK, to generate the cross reference. The tally — the total number of paragraphs up to the [Target] code — should appear where the "?" was displayed.

•  Note that the tally is simply the last number in the sequence of paragraph numbers. No actual mathematical operation takes place. Hence the recommendation to place the [Target] code outside of the last [Para Style] code in the outline, in case you want to add more paragraphs to the outline.

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   Refer to the same range of outline items in your document even if items are added or deleted in the outline

For example, you might want to cite several contiguously numbered paragraphs, such as "...see Steps 3 to 6." Assuming you have used the automatic Outline numbering feature to number the steps in your document, here's how to do it.

•  Step 1. Open Reveal Codes so you can see what is happening. Click on Tools, Reference, Cross Reference to display the Reference Tools dialog. For the Reference Type, choose "Paragraph/Outline."

•  Step 2. With the Reference Tools dialog still open (you can drag it to relocate it on screen), select the first word or two of the text in step #3's paragraph, then click inside the Select Target field. (The selected words should appear there. Alternatively, you can type a name into the field, if that works better for you.) Click the Mark Target button. A [Target] code is inserted in the document, in the outline's paragraph just to the left of the word(s) you selected and marked.

•  Step 3. Repeat step 2 for the next to-be-referenced outline item.

•  Step 4. Now that the two targets have been marked, place the cursor in the document just after the "...see Ssteps " phrase, and in the Reference Tools' Select Target field, choose (i.e., click on) the target name for the first item, then click the Mark button (not the Mark Target button). A question mark ("?") placeholder appears in the document's text, produced by a [Ref Para] code that is inserted in the document.

•  Step 5. Type the word "to" bracketed with spaces, and repeat #4 above for the second item.

•  Step 6. Click the Generate button in the Reference Tools dialog, or click on Tools, Reference, Generate. This brings up a small Generate dialog where you are given two choices: Save Subdocuments and Build hyperlinks. The first is only useful if you are working in a master document which has one or more subdocuments (for more on this topic see here), and the second is only useful if you have (or want to have) hypertext links in the document. Most often, you can just click OK.

•  Step 7. You should see the following in the documet text: "...see Steps 3 to 6".

•  Step 8. Now, test the results: Place the cursor at the end of the text in step 2 and press <Enter>. This should insert a new step 3. Re-generate the references with the Reference Tools dialog's Generate button or click on Tools, Reference, Generate. You should now see the following in the document text: "...see Steps 4 to 7".

Note: When editing the outline paragraphs, use Reveal Codes to ensure that you do not delete the cross-reference [Target] codes.

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  Skip all of a Legal outline's first levels (in WordPerfect 9 and later)

Here's how to create an automatically numbered outline list like where the first level numbers (1, 2, 3, etc.) are skipped but second (and subsequent) levels are available:

1.1 Job requirements
1.2 Education
1.3 Employment
2.1 Job description
2.2 Other duties
...etc.

Notice there are no items numbered with a single, whole number (1,2,3) in the above list — as would be the case when using the standard Legal outline — because those would be first-level items. The list above is made up of second-level (Legal-style) outline items. (Third- and subsequent-level items are still available by demoting an item with the <Tab> key or with the Demote button on the Outline property bar.)

Such a numbering scheme might be useful in legal documents, non-fiction books, procedure manuals, and so forth.

Here are methods to do it [A] with a new outline and [B] with an existing outline:

Method A. Procedure with a new outline
[For an existing outline, see below.]

•  Step 1. Start the new outline list by clicking Insert, Outline/Bullets... and choose a Legal outline style from the icon list (usually, there are four Legal styles to choose from). Click OK. This will insert a "1" in the document, at the left margin.

This is the first level of the outline.

•  Step 2. Immediately press <Tab> to demote the first level. This will produce a "1.1" (or similar decimal number) in the document.

This is the second level of the outline.

•  Step 3. Type some text, and press <Enter> for the next item at this level (e.g., "1.2"). Repeat as needed for item "1.3," "1.4," "1.5," etc.

Tip:

For intra-outline text — i.e., material that should not be numbered in the outline — you can either toggle the outline off temporarily, or for small blocks of material use line breaks (Ctrl+Shift+L) instead of ending an outline level with <Enter>.

•  Step 4. To increase the main (whole) number in the decimal Outline:

When you need to produce the next higher main number in the level's sequence (i.e., "2.1") -

◦  press <Enter> to display the next item number in the Outline sequence;

◦  immediately click the "Set Paragraph Number" button [image] on the Outline property bar that displays whenever the cursor is inside an outline;

◦  in the "Set Paragraph Number" dialog that appears, either -

type the number you want to use for that level (i.e., type "2.1" to produce "2.1")

- or -

set the number to one number higher than what common sense would tell you (i.e., set it to "3" to produce "2.1" in the outline).

Note that this method works only for the level you are currently using for your outline. For example, iIf you are using second-level items (n.n) at that point, you would only type second-level numbers (e.g., "2.1," "3.1," etc.). If you need a third-level item, first demote the current two-level item down to a three-level item (n.n.n), then type a third-level item into the dialog (e.g., "3.1.1"). If you don't demote the item first, WordPerfect will "round up" the current number to conform to the current level's scheme (e.g., two-level numbers).

To create third- and subsequent-level numbers, press <Tab> or <Shift+Tab> as usual to demote or promote an item (or use the property bar).

Tip:

You can customize the outline to change the next visible level to (e.g.) an "A.", the level after that to (e.g.) a "1.", etc., by creating a new outline style using the following scheme in the Create Format dialog. [You can also simply make a copy a Legal outline in the Insert, Outline/Bullets & Numbering dialog and modify it.]

This produces an outline like this:

[No numbers (1, 2, etc.) for all first level items]
1.01
1.02 (etc.)
    A.
    B. (etc.)
        1. 
        2. (etc.)
2.01 (etc.)

The custom style was named LegalLtrNumb (Legal,Letter, Number). The numbers and letters were typed in the Number/Bullet field in the dialog shown below.

Notice that each Level style sets both the numbering style and the number of indents used before and after the outline number in the document.

Notice also that the first two Levels chosen from the Style drop list were Legal styles ("Legal 1," "Legal 2"), and the remainder were standard styles ("Level 3"..."Level 6"). This was simply an arbitrary decision; feel free to design your own custom outline format.

Create Format dialog

Method B. Procedure with an existing outline
[For a new outline, see above.]

You can set new paragraph numbers anytime, even in existing Legal outlines. For example:

•  Use one of the Legal outlines during the first and subsequent drafts of the document.

•  Then, during the final draft, force the outline to skip all first level numbers by demoting all first level items (e.g., change "1" to "1.1" with the demote (arrow) button on the Outline property bar). You also can select multiple adjacent first-level items and use the demote button on the property bar to demote all of them at once.

•  Place the cursor in any subsequent second-level outline item and set the new paragraph number (e.g., from "1.4" to "2.1"), as detailed in the "new outline" section above. (For third-level items, you will need to promote them to second-level before you can renumber them.)

Note:

This trick works with the Legal ("decimal"), multi-level outlines but not other multi-level outlines. If you use non-Legal multi-level outlines (e.g., the Paragraph outline style) you can set the item number to the expected value (e.g., "2") and get the desired result.

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  Reset multi-level outline levels (e.g., Legal-style outlines) to a custom number

[This is a variation on the previous tip.]

Suppose you want to change what would normally appear as 2.1.1 to 8.3.1 in a Legal-style outline list.

Here's how to do it.

•  To try out the procedure first, create a sample Legal-style outline, including an item numbered 2.1.1, like this:

1
1.1
2
2.1
2.1.1 xSample text
2.2
2.2.1

•  Then place the cursor in front of (i.e., just to the left of) the text in item 2.1.1, where the "x" is in the example above.

•  Then click the Set Paragraph Number button [image] on the Property bar that should be displayed, and type in a value of 8.3.1 in the dialog that pops up.

•  You should see this — including a renumbered sequence of the remaining items:

1
1.1
2
2.1
8.3.1 Sample text
8.4
8.4.1

Notes

You must have, for example, a three-level item (n.n.n) to change it to another three-level item, as in the above sample.

For instance, if you also try to change the 8.4 in the above sequence to 9.1.1 (a third-level item), you will get 9.2 (a second-level item; WordPerfect "rounds up" to maintain a two-level scheme).

So, first demote the 8.4 down to 8.3.2 by placing the cursor before any text on that level and then pressing <Tab>. Or use the appropriate Property bar button to demote the level to 8.3.2.

Then type 9.1.1 into the dialog and you'll get 9.1.1.

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   Using outline styles in a Table of Contents

If you plan on using outline headings in a Table of Contents, see "Mark a style for inclusion in a Table of Contents". Some basic information about styles and several links to related pages can be found here.

☼   Other references:  See 'Related  Pages' in left sidebar above

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Footnote 1

Line breaks (<Ctrl+Shift+L>)

As mentioned above, you can use <Ctrl+Shift+L> to insert a line break instead of pressing <Enter> at the end of a paragraph in a numbered list or other outline style.

This lets you insert more material without automatically creating a new outline level, as would be the case with the <Enter> key. Basically, it begins a new line without "ending" the current paragraph (and thus any paragraph style in effect at that location).

It can also be used to preserve previous paragraph indentation rather than requiring more indent codes for the new line (see Format, Paragraph, Indent on the WordPerfect menu).

Tips

☼  If you use it often, and you prefer using a mouse, you can put a Line Break button on any toolbar:

1. Click Tools, Settings, Customize.

2. Make sure the desired Toolbar is selected (i.e., box is ticked) in the Toolbar tab's Available Toolbars list.

3. Click Edit. The Toolbar Editor dialog appears. The Features tab should already be selected (see screen shot). If not, click on that tab.

4. Choose Insert from the "Feature categories:" list box.

5. Choose Line Break from the "Features:" list box.

6. Click on the Add Button.

    This adds the Line Break button to the toolbar: Line break button

7. Click OK, then Close, to return to the document.

Note that toolbars are stored in the template. If you upgrade to a new WordPerfect version (or reinstall the program on another computer) you can migrate them and other customizations: see here.

☼  If you don't like using <Ctrl+Shift+L> for a line break, you can assign it to some other available shortcut key or key combination. See the Assign page here. As in the previous tip above (step 4), the feature is found under the Feature category "Insert" on the Keyboard Shortcuts dialog.
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