Using document summaries

You can use document summaries to record information about documents, such as title, subject, author, keywords, and comments. If you publish a document to the Internet, the summary information is transferred to the corresponding fields in the Web document.

You can customize a document summary by hiding or displaying specific fields.

You can also automate a document summary in several ways; for example, you can set WordPerfect to prompt you to create a document summary whenever you save or close a document.


To record summary information about a document

WordPerfect Office btnbacktotopproc Using document summaries
1.
 
Click File WordPerfect Office onestep Using document summaries Properties.
2.
 
Click the Summary tab.
3.
 
Type text in any of the boxes.

WordPerfect Office note Using document summaries

 
You can customize a document summary by hiding or displaying specific fields. For more information, see “To customize a document summary” in the WordPerfect Help.

To customize a document summary

WordPerfect Office btnbacktotopproc Using document summaries
1.
 
Click File WordPerfect Office onestep Using document summaries Properties.
2.
 
Click the Summary tab.
3.
 
Click Setup.
4.
 
In the Document summary setup dialog box, enable any of the check boxes in the Select fields list.
The fields appear in the Fields to display box.

You can also
Move a document summary field
Drag a field up or down in the Fields to display list.
Use a specific document summary as the default
Click Use as default.
Remove all fields from a document summary 
Click Clear all.


To automate a document summary

WordPerfect Office btnbacktotopproc Using document summaries
1.
 
Click Tools WordPerfect Office onestep Using document summaries Settings.
2.
 
Click Summary.
If you want to include information to identify the subject of the document, type text in the Subject search text box in the Options area.
3.
 
In the Default descriptive type box, type a descriptive name for the document.
4.
 
Enable the Create summary on save/exit check box.

You can also
Use the descriptive name as the filename
Enable the On open, use the descriptive name for the new file
name
check box.
Use the filename as the descriptive name
Enable the When saving a document, use the filename for the descriptive name check box.

Using document summaries