From ef042f162e7403d0afb776b2efe81590e5242012 Mon Sep 17 00:00:00 2001 From: Seth Chaiklin Date: Fri, 11 Dec 2020 12:47:28 +0100 Subject: [PATCH] tdf#107229 update help page for template manager ( shared/guide/template_manager.xhp ) + variable to

for embedding into Related Topics + add "Thumbnail View" and "List View" and associated icon tables - remove , which only repeats the information in + add missing "you" in introduction + add "Presentations" to filter list and XML markup to paragraph + add "All Categories" to Category list and XML markup to paragraph * spelling correction "defaults" -> "default" * improve explanation in about adding folders to Template path and XML markup in paragraph * change "Settings button" to "Settings icon" to be consistent with the "Settings" section; add "Reset Default Template" option and explanation. + add "Rename Category" to Settings submenu, and add XML markup + Add icon tables for "Setting", "Import", "Export", "Extensions" - Remove "tip" that only says "Refer to standard template" (which was included in original version from 2017. Same link is already included in Related topics. * Correct label from "Browse templates online" --> "Extensions" * updated description for searching for templates online * templates.libreoffice.org --> extensions.libreoffice.org. Because tags are curated on that website, have added the tag for templates to the URL. (changed in two places) + add explanations about how to select multiple templates for "Move" and "Export", thereby implying that batch operations are possible. + add tip with sys-switch about shortcut key to select all in connection with "Move" and "Export" + Add

heading before context menu items * Change context menu item headings from

to

* change "Delete" explanation to indicate that multiple templates can be deleted, and add XML markup + Add that builtin templates cannot be edited, renamed, or deleted * correction to Example 1 about selecting/opening templates * correct reference to icon in Example 2 and add period. * change (e.g.,) to "for example" in Example 2 * Reworked Example 3 from "negative" formulation to "positve" statement of what can be used, and then note that unavailable features can be accessed by restarting Template Manager. Change-Id: Ie53d865545a78224bcd018928667edd33e4b51dc Reviewed-on: https://gerrit.libreoffice.org/c/help/+/107549 Tested-by: Jenkins Reviewed-by: Olivier Hallot --- source/text/shared/guide/template_manager.xhp | 155 +++++++++++++----- 1 file changed, 114 insertions(+), 41 deletions(-) diff --git a/source/text/shared/guide/template_manager.xhp b/source/text/shared/guide/template_manager.xhp index 9d6a16f9b4..8a4037178a 100644 --- a/source/text/shared/guide/template_manager.xhp +++ b/source/text/shared/guide/template_manager.xhp @@ -27,7 +27,6 @@ -
@@ -41,9 +40,8 @@ templates;template manager - -

Manage Templates

-The Template Manager dialog makes it easy to manage templates and allows to start new documents using templates. +

Manage Templates

+The Template Manager dialog makes it easy to manage templates and allows you to start new documents using templates.
@@ -56,61 +54,136 @@ Templates save editing time by starting new documents with pre-filled contents and formatting. The Template Manager allows you to access and organize templates in %PRODUCTNAME. %PRODUCTNAME comes with a set of built-in templates that can be used to create documents, presentations, spreadsheets or drawings. You may use templates available in the template manager, create your own templates or browse online for additional templates. -If you have opened the %PRODUCTNAME start center and have not yet opened a document or application, the Template Manager may be accessed differently. Ctrl-Shift-N will still open the Template Manager, but it may also be accessed by choosing Templates from the left sidebar, and then choosing Manage Templates.

Main Window – Template Choices

Previews of available templates show up in the main window based on your search and filtering choices. Double-click on any template icon to open a new document with the contents and formatting of the template. +Choose Thumbnail View or List View, at the top right, to change how the templates are displayed. + + + + +Thumbnail View Icon + + + + Thumbnail View + + +
+ + + + +List View Icon + + + + Listview + + +

Search

-You may search for a template by entering text in the search box at the top left. The Main window show the templates found. +You may search for a template by entering text in the search box at the top left. The Main window shows the templates found.

Filter

-You may filter for All Applications, Documents, Spreadsheets or Drawings by choosing an option from the dropdown box at the top-center. The main window displays the filtered templates. +You may filter for: All Applications, Text Documents, Spreadsheets, Presentations or Drawings by choosing an option from the dropdown box at the top-center. The main window displays the filtered templates.

Categories

-Categories are folders where you place your templates. You may choose from the defaults categories My Templates, Business Correspondence, MediaWiki, Other Business Documents, Personal Correspondence and Documents, Presentations, or Styles. You may create new categories for your personal use. Use the Settings button of the Template Manager to create a new category. +Categories are folders where you place your templates. You may choose from the default categories: All Categories, My Templates, Business Correspondence, MediaWiki, Other Business Documents, Personal Correspondence and Documents, Presentations or Styles. You may also create new categories for your personal use. Use the Settings icon of the Template Manager to create a new category. Categories inside a category are not allowed. - -To add the templates in another folder to the My Templates category, choose %PRODUCTNAME - PreferencesTools - Options - $[officename] - Paths, and then enter the path. +To add templates from another folder to the My Templates category, choose %PRODUCTNAME - Preferences - Tools - Options - $[officename] - Paths, select Templates, press Edit, then press Add to open the file dialog for selecting the folder to add.

Settings

-Click on the Settings icon at the bottom left to open the Settings menu. The options are create a New Category, Delete Category or Refresh. If a default template for new documents has been changed, an additional option to reset the factory default template is available. - - -

Browse Online Templates

-To browse for more templates online, click on the Browse online templates icon at bottom left to open a browser window and search for templates at https://templates.libreoffice.org. - -

Open

-Select a template in the main window and right-click and then choose Open, press Enter or double click to open a new document using that template. - -

Edit

-Select a template in the main window and right-click and then choose Edit to edit the template. This function is only available for templates that are not built-in. - -

Set as Default

-Select a template in the main window and right-click and then choose Set as Default to set the template as the default template. This will cause a green tick to appear over the template and the template will automatically load when a new document is created using the matching application. -Refer to the Standard Template - -

Rename

-Select a template in the main window and right-click and then choose Rename to rename the template. This will cause a dialog box to appear where a new name may be chosen for the template. Type in the name and then choose OK or choose Cancel to revert to the name that is already set. - -

Delete

-Select a template in the main window and press the delete button, or right-click then choose Delete to delete the template. A dialog box will appear requesting confirmation. Choose Yes to delete or No to cancel. +Click on the Settings icon at the bottom left to open the Settings menu. The options are: New Category, Rename Category, Delete Category, and Refresh. If the default template for an application is changed from the initial default setting, then an additional option, Reset Default Template, is available, which allows you to reset the default template for an application back to its initial default. + + + + +Settings Icon + + + + Settings icon + + +

Move

-Choose the Move option at the bottom right after selecting a template to move it to a different category. Default templates cannot be moved, but copies can be created in other categories. +If you want to move templates to a different category, then choose a template, or use Ctrl+click to select additional templates, then press the Move button at the bottom right to open a dialog box, where you can choose to move your selection to a different category or to a new category. Default templates cannot be moved, but copies can be created in other categories.

Export

-Choose a template in the main window and then press the Export button at the bottom right to export the template to a folder on your computer. - +Choose a template in the main window, or use Ctrl+click to select additional templates, and then press the Export button at the bottom right to export your selection to a folder on your computer. + + + + +Export Icon + + + + Export button + + +
+To move or export all templates in a Category, press CommandCtrl+A, then choose Move or Export.

Import

Press the Import button at the bottom right, and then choose a Category to import a template from your computer to that category in the Template Manager. + + + + +Import Icon + + + + Import button + + +
+ + +

Extensions

+To browse for more templates online, click on the Extensions icon at the bottom right to open a search window. You can also search for templates at https://extensions.libreoffice.org. + + + + +Extensions Icon + + + + Extensions icon + + +
+ +

Actions with Individual Templates

+ +

Open

+Select a template in the main window and right-click and then choose Open, press Enter or double click to open a new document using that template. +You can also use the Open button on the bottom left to open a new document using the selected template. + +

Edit

+Select a template in the main window and right-click and then choose Edit to edit the template. This function is only available for templates that are not built-in. + +

Set as Default

+Select a template in the main window and right-click and then choose Set as Default to set the template as the default template. This will cause a green tick to appear over the template and the template will automatically load when a new document is created using the matching application. + +

Rename

+Select a template in the main window and right-click and then choose Rename to rename the template. This will cause a dialog box to appear where a new name may be chosen for the template. Type in the name and then choose OK or choose Cancel to revert to the name that is already set. + +

Delete

+Select one or more templates to delete in the main window and press the Delete key, or right-click then choose Delete to delete the selected template(s). A dialog box will appear requesting confirmation. Choose Yes to delete or No to cancel. + +Built-in templates cannot be edited, renamed or deleted.

Examples

@@ -127,7 +200,7 @@ Type “business letter” into the search box - Choose one of the templates from the main window by double-clicking on it or pressing tab to select and then Enter + Choose one of the templates from the main window by double-clicking on it or select and press Enter. A new document using that template is created in a new instance of %PRODUCTNAME Writer @@ -147,7 +220,7 @@ Press CommandCtrl+Shift+N or choose File - New - Templates to open the Template Manager - Click on the world icon to browse for online templates + Click on the Extensions icon to browse for online templates. Search for the Personal Budget Template, then download it @@ -156,7 +229,7 @@ Open Template Manager and choose the Import button - Select a category to save the new template in (e.g. My Templates) and press OK + Select a category to save the new template in, for example, My Templates, and press OK. Browse to the folder where you downloaded the template, select it and press Open @@ -179,10 +252,10 @@ Choose a template for your presentation, filter by categories or search - Additional features are unavailable, and you may only select a template, filter, or import. + You may also use the context menu, import a template, or search online for a template. - After starting %PRODUCTNAME Impress you may run the Template Manager again to access additional features. + A few features in the Template Manager are not available when first opened automatically. After starting %PRODUCTNAME Impress you may run the Template Manager again to access all features. Make use of categories to organize your templates. Create new templates or download templates and organize in the Template Manager. Use templates to save time for repetitive documents. @@ -190,8 +263,8 @@
See Templates and Styles for related information. See Creating a Document Template for related information. -See Chapter 3 – Using Styles and Templates in the Getting Started Guide, available from the documentation website. -Refer to https://templates.libreoffice.org for templates to download. +See Chapter 3 – Using Styles and Templates in the Getting Started Guide. +Refer to https://extensions.libreoffice.org for templates to download.