Organizing a Document

You can collaborate through structured authoring. Structured authoring proceeds in the following order.

This chapter describes how to create and organize documents and chapters. For how to add independent paragraphs to a chapter, see Getting Started with the Editor.

Creating a Document

If the Dashboard menu does not appear, you do not have the “Write & Read” or “Read Only” role. In this case, contact your administrator.

Create a document as follows.

1

On the Dashboard, select the type of document to create from the <1Create Document> drop-down menu.

Create Document

Create Document

Create Book

You can create a book-style document consisting of multiple chapters.

- ManualWorks 6.0 User Guide

Create Article

You can create a short document(article) consisting of a single chapter.

- The Best Choice for Writing Manuals - ManualWorks (in Korean)

Create Static

You can create Static Documents that serve HTML files and other content.

Create Blog

You can create a blog (in Korean).

Create Video

You can create Video (Audio) Documents.

Create Visual

You create pages and write on them. It provides the same features as the Visual Editor for image paragraphs.

Create Mandalart

You can create Mandalart Documents.

2

Enter the basic information, select the style, options, book components, and so on, and then click the button.

On most input screens, press the Enter1 key to save your input.

The main input fields are described below.

On all input screens, fields marked with an asterisk (asterisk) are required.

Basics

Title

Enter the document title.

Subtitle

Enter a subtitle to add to the document title.

Edition

Enter the edition of the document you are writing.

Authors

Enter the name of the author writing the document. The default is the name of the user who created the document.

Subject

Enter the subject the document covers.

Keywords

Enter keywords for the content the document covers.

Project

Select the project to include the document in.

Library

Select the library to apply to the web viewer.

Language

Select the language in which you write the document content.

Style

Options

Select options by referring to the following descriptions.

Create Book Options

Option

Description

Applies To

Disable PDF download in the web viewer.

Select this option to hide the PDF download link in the web viewer.

Web viewer

Disable EPUB download in the web viewer.

Select this option to hide the EPUB download link in the web viewer.

Web viewer

Disable HTML download in the web viewer.

Select this option to hide the HTML download link in the web viewer.

Web viewer

Disable MS Word download in the web viewer.

Select this option to hide the MS Word download link in the web viewer.

Web viewer

Use Arabic page numbers for the front matter.

Front matter chapters use Roman numerals for page numbers. Select this option to use Arabic numerals instead.

PDF

Start a chapter on an odd-numbered page.

Select this option to always start chapters on an odd-numbered (right-hand) page. This may insert blank pages automatically.

PDF

Hide the table of contents in the web viewer.

You can set a level from Heading 1 to Heading 5. In the left pane of the web viewer, readers can expand the table of contents down to the level you set.

Web viewer

Unfold the table of contents in the web viewer.

You can set Chapter or a level from Heading 1 to Heading 5. When the web viewer opens, the table of contents on the left is expanded to the level you set.

Web viewer

Show the table of contents down to the next level on the web viewer main page.

Sets the table of contents level to expand on the web viewer main page. You can set Chapter or a level from Heading 1 to Heading 5. This applies when the web viewer main type is ‘List’.

Web viewer

Indent text after heading elements.

Even if you set indentation for “Normal” paragraphs in the theme, the paragraph after a heading paragraph is not indented. Select this option to indent it as well.

Web viewer, PDF, EPUB

Prevent Image Resizing in PDF

In a PDF, an image is scaled down when it is larger than the remaining space on the page. Select this option to move the image to the next page without scaling it down.

PDF

Prevent Image Float in PDF

Select this option to prevent images from floating in a PDF.

PDF

Support search suggestions.

Select this option to suggest search terms in the web viewer search box.

Web viewer

Support comment.

Select this option to support comments in the web viewer.

Web viewer

Support feedback.

Select this option to collect feedback in the web viewer.

Web viewer

Use newsletter subscription.

Select this option to accept newsletter subscriptions in the web viewer. Visitors subscribe by entering their name and email address below chapters, blog posts, and video clips. See Accepting Newsletter Subscriptions.

Web viewer

Support sharing.

Supports sharing in the web viewer.

Web viewer

Disable the access of Web Crawler.

Select this option to prevent external search engines from crawling the web viewer.

Web viewer

Preserve UUID when including other elements.

Select this option to preserve UUIDs when you include other paragraphs.

Web viewer

When you create a new document, the options default to the values the administrator set in <Options (Create Book)> in <Admin | Preferences | General>. Changing these settings does not affect documents that already exist.

Components of Book

If you select “Create Book” in <Create Document>, you can select the chapters that make up the book from a list and create them. For a description of the chapters that make up a book, see Structure of a Book.

“Create Article” does not show the book components and some of the options.

Organizing the Table of Contents

Create chapters to organize the table of contents of the document, including the front matter, body, and back matter.

Organizing the table of contents does not apply to short documents.

Creating Chapters

When you create a new chapter, a notification message is sent to users who have document access permissions and have turned on watching.

Create a chapter as follows.

  1. In “Table of Contents” on the document details screen, click the <1Create Chapter> link.

    • To create multiple chapters at once, click the <2Create Chapters> link.

  2. Enter the “Basics” such as the title and type, and set the style, options, and so on.

  3. Click the button.

    • To make changes later, click the <3Update Chapter> link of the chapter.

<Table of Contents | Create Chapter>

<Table of Contents | Create Chapter>

When you click the <1Create Chapter> link, a screen appears where you enter the basic information, style, and other settings. The main input fields are described below.

Basics

Title

Enter the chapter title.

Type

Select the chapter type, such as Preface, Table of Contents, Chapter, or Appendix.

Subtitle

Enter a subtitle to add to the chapter title.

Authors

Enter the name of the author writing the chapter.

Subject

Enter the subject of the chapter.

Alias

Enter a unique alias. For details, see Setting Aliases for Chapters and Paragraphs.

Position

If you select a chapter, the new chapter is placed after the selected chapter. To change the position later, drag the <drag_indicator> icon in the table of contents.

Style

Section View

You can choose the section view of the chapter from Tab, Accordion, and Opened Accordion.

Theme Color

When the <Web Viewer Main Type> is “Tile” or “Grid”, an icon appears on each part or chapter. You can choose the color of the icon.

Icon

When the <Web Viewer Main Type> is “Tile” or “Grid”, you can choose the icon that appears on the part or chapter.

Exclude

You can selectively exclude the chapter when you create web viewer, PDF, or EPUB output. The chapter does not appear in the outputs you select for Exclude. If you select RAG, the chapter is excluded from the material the chatbot refers to when it answers.

Options

Same as Part Level

See Placing Chapters at the Same Top Level as Parts.

Hide the table of contents in the web viewer.

The chapter table of contents on the right side of the web viewer does not show headings from the “Heading” level you select in the list.

Disable Edit

Select this option to prevent the chapter content from being edited.

Configure as a default chapter in web viewer.

If you set a chapter as the default chapter, the web viewer opens that chapter directly.

Do not display the table of content in chapter.

Hides the chapter table of contents shown on the right side of the web viewer.

Exclude from search.

Select this option to exclude the chapter from search results.

Exclude from numbering.

Numbers are not shown in the table of contents on the document details screen, in the titles on the web viewer main screen, or in the chapter table of contents on the right.

Renumbered

See Renumbering Chapters Under a Part.

Include the Appendix chapter below this part.

This option is available only for parts. Set it on the part that will include the appendix chapters.

External URL

External URL

If you set an external URL for a chapter, the web viewer shows an open-in-new-window (open_in_new) icon next to the chapter title and goes to the specified address.

Editing Chapter Content

In “Table of Contents” on the document details screen, click the <1Edit Content> link to edit the content of the chapter.

To prevent the chapter content from being edited, select the "Disable Edit" option in <Update Chapter>. When you set this option, the <Edit Content> link disappears and the chapter is marked with a 2lock in "Table of Contents".

Copying Chapters

You can copy a chapter on the document details screen. Click the <1more_horiz> icon in the chapter table of contents, and then select “2Copy” from the context menu.

A chapter whose title has the prefix 'Copy of' is created. Details such as the content, type, and options are copied, but the alias is not.

Copying a Chapter as a Short Document

You can turn a chapter into a short document. When you select “3Copy as Article” from the context menu, the content of the chapter is copied into a new short document, and the details screen of the new short document opens. The user who copied the chapter becomes the owner of the new document.

Importing Chapters from Other Documents

Import chapters from another document as follows.

  1. In “Table of Contents” on the document details screen, click the <Import Chapters from Other Document> link.

  2. Select the document that contains the chapters to import.

  3. Select the chapters to import.

  4. Select either “By Copy” or “By Reference”.

  5. Click the button.

You can import chapters only from documents you have access permissions for. You cannot import chapters from a document that is only published and that you do not have access permissions for.

Differences Between “By Copy” and “By Reference”

Purpose

Description

By Copy

Creates a new chapter with the copied content. You can edit the two chapters separately.

By Reference

References the chapter without copying the content. Only the original can be edited.

Reusing Content

Explains how to reuse repeated content by referencing chapters, including paragraphs, and referencing image paragraphs.

Importing MS Word Files

See Creating Chapters from MS Word Files.

Moving Chapters to Another Document

You can move a chapter of the current document to another document. Note that unlike "Copy", this moves the original.

Move a chapter as follows.

  1. Go to the document details screen.

  2. In the chapter table of contents, click the <more_horiz> icon of the chapter to move.

  3. Select “Move to Another Document” from the context menu.

  4. Click the <Choose a document or chapter.> link, and then select the document or chapter to move to.

    • If you select a chapter, the moved chapter goes to the document that contains the selected chapter and is placed after the selected chapter.

    • You cannot select a short document.

    • You can move a chapter only to documents in which you participate as an owner or collaborator.

  5. In the “Are you sure you want to move?” message, click the button.

You can also move blog chapters to another document. As with regular documents, use “Move to Another Document” in the context menu to move the chapter.

If an “alias” set on the chapter to move or on its paragraphs also exists in the “target document”, you cannot move the chapter. Change the alias on one side.

1To change the alias of the chapter to move, click the <1Edit> link of the current chapter.

2To change the alias in the target document, click the <2Edit> link of the target document.

Note the following when you move a chapter.

Moving Short Documents

You can move a short document into a book as a chapter.

On the document details screen, click the <1Move to Another Document> link, and then select the document to move the short document into as a chapter.

You cannot move a chapter into a short document.

Deleting Chapters

You cannot restore a deleted chapter. When you delete a chapter, the following are also deleted.

Delete a chapter as follows.

  1. Go to the document details screen.

  2. In the chapter table of contents, click the <more_horiz> icon of the chapter to delete.

  3. Select “Delete” from the context menu.

When you delete a chapter, a notification message is sent to users who have document access permissions and have turned on watching.

Creating Parts

You can use parts only in the body. You cannot use parts in the front matter or back matter.

If you select "Part" for "Type" in <Create Chapter>, the chapter becomes a 1part. You can create parts to group multiple chapters. If you do not divide the document into multiple parts, all chapters are placed under the same part.

In the chapter table of contents, you can hide the chapters under a part, as shown in the 2figure above. Click a part to expand or collapse it.

Placing Chapters at the Same Top Level as Parts

As shown below, you can place a chapter at the same level as parts instead of including it in a part. In the chapter options, select "Same as Part Level".

Renumbering Chapters Under a Part

Unless you set otherwise, chapters are numbered continuously regardless of parts. With the "Renumbered" option, you can restart the 1chapter numbers within a part.

This option is available only for parts. Set it when you first create the part(<Create Chapter>), or change it with the <2Update Chapter> link.

Renumbering chapters in a part

Renumbering chapters in a part

Changing the Order of the Table of Contents

You can set the position of a chapter when you create it. If you do not select a position, the chapter is placed at the end of the front matter, body, or back matter, depending on its type.

You can change the order of the table of contents by drag and drop.

  1. In “Table of Contents” on the document details screen, place the mouse pointer over the <drag_indicator> icon of the chapter to reorder. The move pointer (drag_pan) appears.

  2. Click and drag the chapter to the position you want.

    • The change is saved as soon as you move the chapter.

Reordering a Part Together with Its Chapters

When you change the order of a part in “Table of Contents” on the document details screen, you can move all the chapters under the part at once.

When you move a part in "Table of Contents", the message shown in the figure below appears. Click the button to move the chapters under the part together, or click the button to move only the part.

Excluding Chapters

If there is a chapter that you do not want to include in the web viewer or in files such as PDF, exclude the chapter as follows.

  1. Go to the document details screen.

  2. In the chapter table of contents, click the <Update Chapter> link of the chapter to exclude.

  3. In the “1Exclude” option, select the files or web viewer that should not include the chapter.

Excluding a chapter

Excluding a chapter

  1. Click the button.

Setting Options for Multiple Chapters at Once

In “Table of Contents” on the document details screen, click the <Configure Chapter Option> link to apply the same style and options to multiple chapters at once.

  1. Select the style and options, such as Section View and Exclude.

  2. In the “Choose a chapter.” panel, select the chapters to apply the settings to.

  3. Click the Save button.

The Section View, Exclude, “Hide the table of contents in the web viewer.”, “Disable Edit”, and “Do not display the table of content in chapter.” settings of the selected chapters change to the values you select on this screen. “Renumbered” applies only to parts.

Copying Documents

On the document details screen, click the <1Copy> link to copy the document.

A document whose title has the prefix 'Copy of' is created. You can change the title on the copy screen, and you can copy other documents at the same time with the <Add Document> link in the “Other Documents to Copy” panel. You must be the owner of all the documents to copy together; if you do not own even one of them, nothing is copied. All content is copied, but access permissions, publishing, and similar settings are not. The user who copied the document becomes the owner of the new document.

Copying Document Settings

With <Copy Document Configurations> on the document details screen, you can select the types you want among style, options, access permissions, and parameters, and copy them to other documents.

Copy the selected types of settings from the current document to other documents as follows.

  1. On the details screen of the source document, click the <Copy Document Configurations> link.

  2. In the 1configuration types, select the types to copy.

  3. In the “Document” panel, use the <Choose a document.> link to select 2documents, and then click the button.

    • You can select multiple documents and copy the settings to all of them at once.

  4. Check that the ‘selected types’ were copied to the selected documents.

You can copy settings only to documents you own. If any of the selected documents is not yours, the settings are not copied to any document. When you copy access permissions, the permissions that the target document already has are kept, and only the missing ones are added.

Deleting Documents

On the document details screen, click the <Delete> link to delete the document.

Note the following when you delete a document.


  1. On macOS, press the <RETURN> key.