Working with master documents and subdocuments

You can use master documents and subdocuments when a document

 
is so large that finding and replacing, generating, and editing the document is slow, or difficult, or both.
 
is being managed by multiple people. By dividing the document into a master document/subdocument structure, you can assign specific subdocuments to each person; it becomes impossible for them to overwrite another person’s work or make unauthorized changes.
 
consists of many boilerplate items. By placing different boilerplate items in separate subdocument files, you can assemble the boilerplate when required.

You can create a master document as you would any other WordPerfect document. Upon doing so, you can link subdocuments to the master document. Each subdocument is also a regular WordPerfect document that contains common components. You can then expand selected or all of the subdocuments in the master document, to perform such functions as checking the spelling. As well, you can save and condense the subdocuments in the master document. When subdocuments are condensed, you see only the information or text that exists within the master document. Finally, you can remove any subdocument links from the master document by using Reveal Codes. For information about Reveal Codes, see “Using Reveal Codes.”

WordPerfect Office masterdc Working with master documents and subdocuments

The example shows 1) a master document and 2) subdocuments that are linked to the master document.


To create a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Open a new document.
2.
 
Apply any font settings and format settings.
3.
 
Type any introductory text.

To link a subdocument to a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Click in the master document.
2.
 
Click File WordPerfect Office onestep Working with master documents and subdocuments Document WordPerfect Office onestep Working with master documents and subdocuments Subdocument.
3.
 
Choose the drive and folder where the file is stored.
4.
 
Type a filename in the Filename box.
5.
 
Click Include.

WordPerfect Office note Working with master documents and subdocuments

 
Master document formatting codes apply to subdocuments, except where different codes are found in a subdocument. Master document styles override subdocument styles.

WordPerfect Office tip Working with master documents and subdocuments

 
You can also link a subdocument to a master document by clicking the Subdocument WordPerfect Office pgx subdocmt Working with master documents and subdocuments button on the Reference toolbar. For information about toolbars, see “Customizing toolbars.”

To expand selected subdocuments in a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Click File WordPerfect Office onestep Working with master documents and subdocuments Document WordPerfect Office onestep Working with master documents and subdocuments Expand master.
2.
 
In the Subdocuments list, disable the check box beside each subdocument you do not want to open.

WordPerfect Office note Working with master documents and subdocuments

 
By default, all subdocuments are selected for expansion in the Expand master document dialog box.

To expand all subdocuments in a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Click File WordPerfect Office onestep Working with master documents and subdocuments Document WordPerfect Office onestep Working with master documents and subdocuments Expand master.
2.
 
Click Mark/clear.
3.
 
Click Mark all.

To condense and save subdocuments in a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Click File WordPerfect Office onestep Working with master documents and subdocuments Document WordPerfect Office onestep Working with master documents and subdocuments Condense master.
2.
 
Disable the check box beside each subdocument you do not want to condense or save.

WordPerfect Office note Working with master documents and subdocuments

 
By default, all subdocuments are selected for condensing and saving in the Condense/save subdocuments dialog box.
 
If you do not save all of the subdocuments prior to saving the master document, you will lose any changes made to the subdocuments.

To remove a subdocument link from a master document

WordPerfect Office btnbacktotopproc Working with master documents and subdocuments
1.
 
Click View WordPerfect Office onestep Working with master documents and subdocuments Reveal Codes.
2.
 
Drag the [Subdoc] code out of the Reveal Codes window.

WordPerfect Office note Working with master documents and subdocuments

 
When you remove a subdocument link from a master document, the subdocument file reverts to a normal WordPerfect file.

Working with master documents and subdocuments