easy ways to play macros, load programs, type keystrokes, or use
built-in WordPerfect features
Customize your toolbars
| See also Part 2:
Customize your keyboard - Assigning a macro, feature, program, or string of keystrokes to a key or key combination
| See also Part 3:
Customize your menu -
How to add, edit, rearrange, or remove menu items
How to create a toolbar button to
play a macro, load a program or file (or folder), use a built-in WordPerfect
feature, or play back keystrokes (plus related tips)
First, please note:
¤ To be able to
see toolbars you must have enabled them with Tools, Settings, Customize, Toolbars (tab) or from the View, Toolbars dialog.
¤ If you need to
create a new custom toolbar to host one or more toolbar
buttons see "How to
create a new, custom toolbar".
¤ To add a button
on one of WordPerfect's context-sensitive property bars see "Adding buttons to the context-sensitive
¤ To modify, delete, move, copy, reposition, or restore toolbar buttons see the Tips section below.
* * *
Step 1 of 3. Open the
Toolbar Editor using either of these 2 methods.
□ Method A: If you want to customize the displayed toolbar -
• Right-click on the displayed toolbar to choose it.
Note 1: The toolbar
is (typically) just below the program's menu as shown here. By default it is the main WordPerfect
toolbar, labeled as shown in the
Note 2: Context-sensitive property bars (located between toolbars and the ruler) can also be edited to add buttons to them: see here.
• Click on Edit from the drop-down
context menu that appears (example from WPX8 Standard edition):
• The Toolbar Editor will
• Go to Step 2.
□ Method B: If you want to customize a different toolbar -
• Click Tools, Settings, Customize on the main program menu.
The Customize Settings dialog (shown below) opens to let you choose any
available toolbar. (There's a scroll bar on the right side to show
• On the Toolbars tab, choose the
toolbar from the list by clicking on the name in the list. This sets the name in reverse text (e.g., white on blue) indicating it is the one you choose to edit.
Click on the
Edit button to open the Toolbar Editor (shown in Step 2).
Note: The checkbox
next to the name will cause the program to display that toolbar if it
is not already displayed. You can uncheck it if you don't need it
Step 2 of 3. Use one of
the following 4 procedures, depending on what you want the toolbar button to do.
□ To have the new button
play a MACRO:
• Click on the Macros tab on the Toolbar Editor then click
the Add Macro button (shown below):
• From the Select Macro window that opens (usually, into your Default or Supplemental macro folder set in Tools, Settings, Files, Merge/Macro tab), choose
(click on) the desired macro file name from the file list, then click Select.
1. Usually, when you select a macro you can answer the "Save macro with full path?" question that pops up with "No" -- unless you deliberately want to store the macro in a folder other than the Default or Supplemental folders
shown in Tools, Settings, Files, Merge/Macro. Those two folders are
where the program looks for macros when no path to another folder is
specified, so for most users who keep macros in either (or both) of
them, there is no need to specify the path to them. (This helps many
users when upgrading the program with customized toolbars imported from
their earlier version. By default the new program will look for
assigned macros on the custom toolbars in those two factory defined
However, if you chose a macro from the Select Macro window that is in a folder other than the Default or Supplemental folders shown in Tools, Settings, Files, Merge/Macro, then answer "Yes" so that the program will look in that other folder. If so, see point #2.
Be aware that copying/moving assigned macros (i.e., those located in a
specific drive/folder) to a different computer or a newer version of
WordPerfect can sometimes "break" the assigned path to the macro (e.g.,
if "Yes" was originally answered above before the macros were
copied/moved) and causes some users to ask, Why won't my macros play anymore?
This happens if the new path to the macros is different from the path
that is embedded in each of the toolbar button's Properties.
Solution: Edit the "broken" toolbar button to give it updated
information: Right click on the toolbar and choose Edit. The Toolbar
Editor appears. While it is on screen, right click directly on the
broken toolbar button, click Customize, then Properties. Modify the
field there to include both the new path (drive and folder) and the
some more information and tips on this, and the general topic of
transferring macros to another system or WordPerfect version, see here.
• Finally, a small gray "cassette" button
audio cassette image appears on your toolbar. Right-click on it an
choose Customize. Give the icon a Button Text name of your choice (also
see the second tip below about using an ampersand) and a Quick tip name of your choice.
Tip: If you want to customize the button's graphic icon, see here for some more tips to make the button unique.
• Go to Step 3.
□ To have the new button start a WordPerfect FEATURE (if the feature is not already on the toolbar):
• Click on the Features tab. You will need to make 2 choices there:
 Scroll down
in the "Feature categories" drop list to choose the appropriate
category, such as File, Edit, View, Insert, Format, Tools, etc.
 In the lower Features drop list, choose one or more features (one at a time) you want to assign to the new button(s).
There are some features in each category that are not found on standard
toolbars. You might want to explore the categories and feature lists
and assign some of them to buttons to see if they are useful to you.
See the Tips section below for how to delete them later, etc.
• Click on the Add Button
for the feature you chose in  above. A new toolbar button with a
pre-defined icon image on it will appear on your toolbar for the
feature chosen. (By default it is placed at the end of existing icons,
but you can relocate it: See Step 3.)
• Go to Step 3.
□ To have the new button START an external program, or LOAD a specific folder or file:
• Method 1 (for programs):
Click the Programs tab on the Toolbar Editor,
then the Add Program button (shown below):
Locate and choose the exectuable (*.exe) program's name in the Open File - Programs window that opens, then click Open.
Then go to Step 3.
• Method 2 (for programs or macros that play programs):
Drag-and-drop a program or
macro shortcut from your Windows deskop to the WordPerfect
toolbar or property bar. Be sure it's a shortcut (it will have a small
arrow on the icon), left-click on it, 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.
• Method 3 (for folders):
To have a button open a specific folder, open Windows Explorer [from the keyboard you can press and hold the
Windows key (the key with a Windows icon on it) and simultaneously
press the E key], or use (My) Computer or similar file manager. Drag-and-drop the folder name onto the WordPerfect toolbar.
Note: The Toolbar Editor (see Step 1 above) does not need to be open for this to work.
• Method 4 (for existing files):
To have a button open a specific existing file (such as a list of telephone numbers) from
your disc, drag the file from its directory/folder in Windows Explorer
or My Computer onto the WordPerfect toolbar.
• Method 5 (for instructions on loading a new
document based on a custom template):
See "Load a letterhead - or
any other document based on a custom template - with a mouseclick or
keystroke" here. [Also see "Automating
WordPerfect Templates" here.]
• Alternative method (for programs, folders, or files):
Create a vertical toolbar to load favorite documents, open
favorite folders, etc. See the PDF file, How To Create a Vertical
□ To have the new button
automatically TYPE pre-assigned text into the document:
• Click the Keystrokes tab -- the same
procedure shown in "Assigning a
macro...to a key... (Step 3)" -- but here you would assign the keystrokes to
the toolbar button. Once the keystrokes are assigned to the button, you
can click the button and it will stream the keystrokes into the
document at the cursor location.
Note: This probably is only useful for
relatively small blocks of ordinary text. For large blocks of text,
which might contain formatting or graphics, see the page on using boilerplate.
• Go to Step 3.
Step 3 of 3. Finish up.
• You can
click-and-drag the new button into another position on the toolbar while the Toolbar Editor
is still on screen.
¤ You can drag it from the toolbar to delete it.
(If the Toolbar Editor is closed, you can press and hold the
<Alt> key while you drag the button.)
¤ You can also copy or move it onto
another toolbar or property bar visible on your screen, as explained in
the Tips section below.
¤ Made a mistake? Standard toolbars -- such as the main (default) toolbar -- can be reset to their factory installed state.
Right-click on the toolbar and choose Settings; select the bar in the
list if it isn't already selected; click Reset. (Note that custom toolbars you created from scratch cannot be reset this way.)
• When done, click OK all the way back to the document window.
modify a macro button's default icon -- the gray audiocasette image --
see here. [You can also use the technique
with other buttons.]
- You can add separations between buttons from the Toolbar Editor by dragging the Separator icon from to the Toolbar Editor (see Editor above) and dropping it at the desired location on the toolbar.
a hot key (a/k/a keyboard shortcut) to activate the button:
If you put an ampersand ("&") in the
Button Text, the letter that follows the ampersand can be used with the
<Alt> key to play the macro, in addition to clicking the
toolbar button itself. This is sometimes referred to as a mnemonic
key. On menus and dialogs it shows up
as an underlined letter or number.
- For example, if the Button Text is
something like "Fax this document," and you change it to "&Fax this
document," then <Alt+F> will play the macro, the same as if you
click the button with your mouse. Note that, in this example,
<Alt+F> would normally bring up the WP File menu; now it will
not. So, to bring up the File menu, simply press and release
the <Alt> key, then press the <F> key. [Thanks to
P. Wolfgang Deiminger for the ampersand tip.]
- Note: Some
recent versions of Windows might have hidden the underlined letters or
default. See "Windows underlined <Alt> key shortcuts - How to
display hidden underlines on menus and dialogs" here.
- To delete a button from a toolbar
(or property bar) when you are back in the document window, simply hold
down the <Alt> key and drag the button off the bar.
- To restore
any non-custom (i.e., standard) toolbar to the factory settings:
- Right-click on the toolbar and
choose Settings. Select the bar in the list if it isn't already
selected. Click Reset. (Custom toolbars you created from scratch can only be modified or deleted.)
- You can move
or copy an existing button from one toolbar to another, or between a toolbar and a property bar (assuming
both are visible).
- To move it, hold down the <Alt> key
drag the button to the other toolbar.
- To copy it, hold down the
<Ctrl> and <Alt> keys while you drag it. [Most people
probably will want to copy the button, not move it, so that the source
toolbar remains the same.]
- For macros, you might have to edit the
moved/copied button with the Toolbar Editor to
specify the path to the
related macro's disk location on the current system.
- For property bars, see here.
- Toolbars are stored in your default template file. They can be migrated
into another WordPerfect installation, either the same program version
or a newer program version. For more information see "Updating,
upgrading, or reinstalling WordPerfect" here.
- To re-position a toolbar on your screen:
can use the quick and easy way: Place your mouse cursor on an empty
area or border (not on a button) on the toolbar and
toolbar to a new location: left, right, top, bottom, or palette
("floating"). When its border changes from a thick to a thin line -- a "ghost" outline of the bar's shape (except for the
palette, which will always be a rectangle with a thick border) --
release your mouse button and the toolbar should snap into that
location. Later, you can drag it back to the main toolbar area to
relocate it back in its default position. (If this proves difficult or
tricky, use the dialog method below.)
- or -
- Use the dialog method: Click Tools,
Settings, Customize -- or simply right-click on the toolbar and choose
the Customize Settings dialog that appears, click on the Toolbars
tab and then use your mouse to choose (i.e., reverse highlight the name
of) the toolbar.
the Options button. Make your choice of location, etc., on the Toolbar
Options dialog. [As in the quick method above, "Palette" creates a
floating toolbar that you can drag to a different position. If you drag
it back over its typical location -- the border will change from a
thick to a thin line when it can be docked -- and then release your
mouse button, it should snap
into that location.]
- Click OK to close the Toolbar
Options dialog, then Close to return to the document.
position it back in its original location, repeat the above steps and
choose the newly desired location on that Options dialog. [Tip:
For the Palette (floating) toolbar you can double click on its title
bar and it should snap back into its original location. (Thanks to Roy
"lemoto" Lewis for this tip.)]
cannot permanently change the items on Microsoft Word toolbars as you can with WordPerfect toolbars; they will be reset to their defaults on a program reboot. But
you can make
both Word toolbars and your customized WordPerfect toolbars visible at
the same time using the Tools, Settings, Customize check boxes.