Working with categories

Project templates are organized into preset categories. You can create categories in which to organize project templates, documents, and executable files. Adding an executable file, such as a slide show, to a category, lets you conveniently access that file as a template on which to base similar documents.

If you intend to use a specific template often, you can add it to the Favorites category.

You can also copy or move project templates to other categories.


To create a category

WordPerfect Office btnbacktotopproc Working with categories
1.
 
Click File WordPerfect Office onestep Working with categories New from project.
2.
 
Click the Create new tab.
3.
 
Click Options, and click Create category.
4.
 
In the Create a category dialog box, type a category name in the Display name box.
If you want the category to display in the top section of the list box, type square brackets around the category name; for example, [Invitations].

You can also
Rename a category
Choose a category from the list box. Click Options, and click Rename category. Type a new name in the Display name box.
Delete a category
Choose a category from the list box. Click Options, and click Remove category.

To add a project template, document, or executable file to a category

WordPerfect Office btnbacktotopproc Working with categories
1.
 
Click File WordPerfect Office onestep Working with categories New from project.
2.
 
Click the Create new tab.
3.
 
Choose a category from the list box.
4.
 
Click Options, and click Add project.
5.
 
Follow the instructions on your screen.

To add a project template to the Favorites category

WordPerfect Office btnbacktotopproc Working with categories
1.
 
Click File WordPerfect Office onestep Working with categories New from project.
2.
 
Click the Create new tab.
3.
 
Choose a category from the list box.
4.
 
Choose a project template from the list.
5.
 
Click Copy to favorites.

WordPerfect Office tip Working with categories

•
 
You can view the contents of the Favorites folder. Click File WordPerfect Office onestep Working with categories New from project. Choose [Favorites] from the list box.

To copy or move a project template to another category

WordPerfect Office btnbacktotopproc Working with categories
1.
 
Click File WordPerfect Office onestep Working with categories New from project.
2.
 
Click the Create new tab.
3.
 
Choose a category from the list box.
4.
 
Choose a project template from the list.
5.
 
Click Options, and click one of the following:
•
Copy project
•
Move project
6.
 
Click a category.

Working with categories