Adobe RoboHelp: Importing & Linking Word Documents

RoboHelp allows you to integrate content created by different authors in Microsoft Word and Adobe FrameMaker. You can create projects by linking or importing Word and FrameMaker documents and then publish in different formats, including printed documentation. You can also use Word and FrameMaker documents as source files in an existing RoboHelp project. 

This article is a quick summary of the import and linking process.

Adobe RoboHelp: Apply a CSS Project-Wide in a Snap

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

If you want to ensure that the appearance of your topics is consistent project-wide, one of the first things you should think about doing is creating a Cascading Style Sheet (CSS) and then assigning the CSS to all the topics in your project.

To assign the CSS to a single topic, open the topic. On the Formatting toolbar, click the Assign Style Sheet or Create New command. Select an existing CSS from the drop-down menu (or create a new one on the fly) and you are done.

Select a CSS from the list.
Using the technique above will get the job done. However, you can only use this technique to assign a style sheet to one topic at a time. A typical RoboHelp project is likely to have hundreds (if not thousands) of topics.
To assign style sheets to multiple topics, use the Topic Listpod to select as many topics as you want (you can select all of the topics by clicking once on any topic and then pressing [Ctrl] [a] on your keyboard). With the topics selected, chooseEdit > Properties to open the Topic Properties dialog box.

On the Appearance tab, select the CSS you'd like to use from the list of Style Sheets at the left (in the Style Sheet area) and click the OK button.

Select a CSS from the list.
Since multiple topics were selected before you opened the Topic Properties dialog box, all of the selected topics will now be using the same CSS.

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Adobe RoboHelp: Import Word Documents and Keep the Shapes

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

You can do a lot of fancy stuff in Word. In fact, if you're really comfortable using the program, you can create a book that looks every bit as good as those produced by desktop publishers using programs such as QuarkXPress, Adobe InDesign or Adobe FrameMaker. (Okay, okay… I'm not going to venture any deeper into the muck… Word can create some pretty complex stuff, but it's not for me… I prefer to use FrameMaker.)

Many people who use RoboHelp also use Word as the main authoring tool for the content that will be imported into RoboHelp. Unfortunately, during the import process there's potential trouble around every corner. For instance, the more complex the Word layout, the higher the risk that something will go wrong when that layout is imported into RoboHelp.

Let's take Word's ability to wrap text around an item and the Shapes feature as examples. You can use the Shapes feature to quickly draw a line or a callout to a screen capture inserted into a Word document. The shapes may look just fine in Word. However, once imported into a RoboHelp project the resulting collection of screen capture, line and callout will rarely look very good. This is especially true if you use any of Word'sWrap Text features other than Inline with Text. (One would use Word's Wrap feature on an object to control exactly where that object appears in the Word layout.) For example, in the image below Word's Wrap Text was set to Tight. There's a callout to the right and a squiggly line. 

Example of a callout and line in Word

The image below shows the content after it has been imported into a new RoboHelp topic. Notice that the Shapes did make it into RoboHelp… but the integrity of the layout has been lost.

What happened to my shape? 
If you need to use the text wrap and Shapes feature in Word, I have a simple trick that will allow you to maintain much of the layout in RoboHelp.
  1. Select the screen capture and shapes in the Word document. (Shiftclick works nicely for this purpose.)
  2. Cut the selected items to the clipboard (Ctrlx).
  3. On the Home tab of Word's Ribbon, click the bottom of the Paste command and choose Paste Special.

     Paste Special

    The Paste Special dialog box opens.  

     

  4. Select Picture (JPEG) from the As list and click the OKbutton.

    Paste Special dialog box.

The independent shapes have been converted into a single image. Once imported into RoboHelp, the Shapes will appear as they did in Word… and they'll Generate just fine too.

The appearance of the shapes when previewed. 

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Adobe RoboHelp 8: Search, Taken Out of Context

by Kevin Siegel

One huge enhancement found in Adobe RoboHelp 8 over older versions of the program is the improved Search features you get out of the box. First of all, RoboHelp now ranks the Search terms in order of importance. Nice. Secondly, the Topic's title and first few sentences of each found topic now appear on the Search tab.

RoboHelp Search showing rankings and topic content

While I'm happy about the Search rankings, I've had more than one customer tell me that the topic content that appears along with the topic makes the Search panel too cluttered. No matter, you can easily disable the feature.

  1. On the Single Source Layouts pod, show the Properties of the layout.
  2. Click the Next button to move to the second screen.
  3. From the Search Options area, deselect Show Context in Search Result.

    Disable Show Context in Search Results

  4. Generate and view the layout; then use the Search feature.

    You'll notice that the topic is still found, but only the Topic Title appears.

    Search with no Context

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Looking for training on Adobe RoboHelp 8? I teach a live, online RoboHelp class once each month. Click here to learn more.

***

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Adobe RoboHelp: Synchronize the TOC Automatically

by Kevin Siegel


One of the three most common features of any help
system is the Table of Contents (the Index and Search features are the others).
However, even while most Help Authors take the time to create a detailed and
seemingly helpful TOC, most Help System customers will not look to the TOC first
when they are trying to get help. Instead, customers they will typically look to
Search the Help System or use the Index.

Why don't Help customers look
to the TOC first when looking for Help? As helpful as the TOC might seem to a
Help author, the TOC is typically laid out in a logical order that's only
logical to the person who created the TOC.

If customers saw the topic
they were looking for on the TOC, there's a good chance they would click the
topic on the TOC and open the topic. The problem is that a typical TOC might be
made up of books inside of books inside of books. There is simply very little
chance that the topic in question is open for the customer to
click.

RoboHelp's Synchronize Table of
Contents
feature will automatically show where a topic is located on the
TOC while customers use the Index or Search feature to get help.

On the
Single Source Layouts pod, show the Properties of either  FlashHelp or WebHelp.
Click the Next button and select Synchronize Table of Contents and then select
Automatically from the drop-down menu at
the right.

Synchronize Table of Contents Automatically

Generate and view your project. Use either Search or
the Index to find a topic that is on the TOC. The topic will be highlighted on
the Table of Contents. Believe it or not, the more your customers see the topic
on the TOC, the more likely it will be that they will use the TOC to find and
open the topic in the future.

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Need to learn Adobe RoboHelp
8… and fast? I'm teaching a live, online RoboHelp class at the end of this
week (April 29-30). Click here to sign up or learn
more.

***


Follow me on twitter: http://twitter.com/kevin_siegel.

Adobe RoboHelp: Why Type It When RoboHelp Will Do it For You?

by Kevin Siegel
 
How many times have you found yourself adding the same information to your RoboHelp topics over and over again. Maybe it's the name of your CEO. Maybe it's your corporation's "mother paragraph" (the paragraph that tells customers what your company is all about).
 
Believe it or not, RoboHelp has the ability to replace a few characters you might type on your keyboard (such as the letters zzz) with a phrase, sentence… even multiple sentences). All you need to do is put RoboHelp's AutoCorrect feature on the job.

  1. Open any of your project topics.
  2. Choose Tools > Spelling Options and select the AutoCorrect tab.
  3. In the Replace field, type some text (such as the letters zzz).
  4. In the With field, type the text you would like to appear should you type the letters in the Replace field (in the example below, I typed three sentences into the With field.

    AutoCorrect

  5. Click the Add button.
  6. Click the OK button.
  7. Open any topic, press your [spacebar] and then type the letters you typed into the Replace field (such as zzz).
  8. Press [spacebar] one final time and BAM! The letters have been replaced by whatever you typed in the Replace field.

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Need to learn Adobe RoboHelp 8? And fast? I'm teaching an online RoboHelp class at the end of this month (April 29-30). Click here to sign up or learn more.

***

Follow me on twitter: http://twitter.com/kevin_siegel.

Adobe RoboHelp 8: Can Word Footers Be Used in a RoboHelp Project?

Question of the Week:

I'm
linking MS Word documents into a
RoboHelp project. On a smaller RoboHelp project, I copied and pasted
the footers into the body of the text because the footers were not
showing up in RoboHelp. The project I
have in front of me has way too many footers and will be updated too
often to
do that, but I haven't figured out how to do it automatically. Do you
know how?

Answer:

Yes,
you can import the footers from Word. If the document is going to
update frequently, you should
be linking the Word document into RoboHelp instead of importing the
text. After importing the document, and prior to generating the
topics, choose File > Project Settings. Click the Edit button to edit the conversion settings
for Word documents. From the Other Settings category, you'll find an option to
Convert Footer (and the Headers too).

Adobe RoboHelp 8: Custom To Do Lists

by Kevin Siegel

Adobe RoboHelp is a wonderful help authoring tool. But it will never be confused with a high-powered project management application like Microsoft Project. However, you might be pleasantly surprised to learn that you can add some project-management type information to your project topics. Once added to the topics, Status information can be viewed in a handy report via Tools > Reports > Project Status.

Show the Properties of any RoboHelp topic. On the Status tab, you'll find a fair amount of information you can add to any topic such as Status, Priority code, number of hours spent working on the topic and even a handy To Do List.

But check out the To Do List (shown below).

RoboHelp 8 Status tab

You'll notice that the standard items are represented on the To Do List (First Draft, Tested, etc). Nice. But it's a good bet that the list doesn't have an item or two that you need. I'd tell you to go ahead and click the Customize button and add your own items to the list, but there isn't a Customize button anywhere to be seen. Bummer! Thankfully, it's easy to customize the To Do List. The only problem is that the location of the feature isn't obvious.

Choose File > Project Settings. On the General tab, click the Manage button to the right of the To Do List area. Click the Add button, type the name of the Item you'd like to add and press [Enter].

Manage the To Do list

The next time you access the Status tab, you'll see your new items in the To Do List. It really doesn't get any easier than that. And, as mentioned earlier, when you create a Project Status report, information you add to the Status tab will appear.

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Need to learn the basics of Adobe RoboHelp fast? Attend a live, instructor-led, project-based, online training class. Click here for more information.

Worried about your class canceling? You'll be happy to hear that IconLogic never, ever cancels classes (even if there's just one student registered).

***

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Adobe RoboHelp 8: See Also Controls Bring Enhanced Navigation to the Fingertips

by Kevin Siegel

Adding links to related topics is a common feature found in most Help Systems created with RoboHelp. However, if you spend the time typing out See Also and then adding related links, you'll be looking at a lot of work if you want to add those same links in other topics. Instead, consider adding See Also controls to your topics.

See Also's allow you to place related RoboHelp topics into one common group. The See Also keywords are related to Index keywords except they will not appear on the Index when you generate your project. Instead, See Also keywords remain hidden and will appear only when called by a customer. One popular way to get a See Also to appear is to use Link Controls (a button that links to topics or other See Also keywords).

In the following steps, you will learn how to create a See Also group and name and associate some topics with it. Then you will create a Link Control in a topic that tells the See Also to appear if the control is clicked by a customer.

  1. On the Project Manager pod, double-click the See Also folder.
  2. Click in the white space at the top of the See Also pod.
  3. Type a name for the keyword (in the example below, I typed Managers) and then press [Enter].

    Creating a See Also keyword group

    Now you need to associate topics with the new See Also keyword.

  4. On the Topic List pod, drag topics into the Topics for Managers area (in the picture below, I added topics named hr.htm, IS.htm, pres.htm and master.htm).

    Adding topics to a See Also keyword

    Now you need to insert a link control in a topic.

  5. Open a topic.
  6. Choose Insert > See Also.

    The See Also Wizard – Link Options dialog box appears.
  7. Give the control a label (I typed Our Managers into the Label field).

    Labellng a See Also control

  8. Click Next.

    The See Also Wizard – See Also Keywords Selection screen appears. The See Also keyword you created should be the only keyword available to Add.

    Adding a See Also keyword to a control

  9. Click the Add button.
  10. Click Next.
  11. Select Popup menu from the Choose topic from area.

    Popup Menu option

  12. Click Next.
  13. Choose any Font, Font Style and Size you like.
  14. Click Finish.

    Your button should now appear in the topic.

    See also button in a topic

To test the button, you would generate and view the project and open the topic containing the button.

The finished See Also button with the pop-up menu
 
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Need to learn the basics of Adobe RoboHelp fast? Attend a live, instructor-led, project-based, online training class. Click here for more information.

Worried about your class canceling? You'll be happy to hear that IconLogic never, ever cancels classes (even if there's just one student registered).

***

Follow Kevin on Twitter: http://twitter.com/iconlogic