Booklet Fundamentals

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Creating a new Booklet

Click the New Booklet button on the Project Ribbon tab;
The new Booklet will be created and the Booklet editor opened to allow you to customize the default settings.

The first time the booklet is opened for edit, a notification banner will be displayed providing one click access to a Booklet Quick Start page. This page contains some key settings from the Booklet Editor to get you up and running quickly with your new booklet. Using the Booklet Quick Start page is entirely optional, the same settings are available in the full Booklet Editor.

Creating a copy of an existing Booklet

In the Project Explorer, select the Booklet Profile that you would like to create a copy of;
Click the Clone button on the Project Explorer toolbar;
The new Booklet will be created and opened for editing. It will have identical settings to the original booklet with a default unique name which you can edit to your preference;

Adding Topics to a Booklet

You can select which Topics to include in your Booklet on the Content page in the Booklet Editor. You have 2 choices for choosing which conceptual topics are included in a Booklet:

1. Include all Topics that are included in the Project Table of Contents

If you are producing a Booklet that you want to contain a similar set of Topics to the Table of Contents, in a similar structure, then this option makes the most sense. You can still easily selectively exclude certain topics by flagging them with the "Exclude from Booklet" Build Flag.

If you choose to base your Booklet content on the project Table of Contents, you can still add and arrange booklet specific node types such as Cover Pages, the Booklet Table of Contents page, Index Page on the project Table of Contents editor - those node types will only be used in the Booklet output.

2. Include only specific Topics

This option makes sense if you are producing booklets that contain a subset of all of your conceptual topics, or topics that you want arranged in a different order and structure to the main project Table of Contents.

On the Content page in the Booklet Profile Editor you can add, arrange and remove individual entries (Cover pages, Table of Contents, Index, Glossary and Topics) to include in the Booklet.

Changing Booklet layout, style or other properties

You can find all of the available options for customizing the Booklet layout, style and content on the various Booklet Editor pages.

Properties

If you have defined Project Properties you can use this page to customize the values that will be used for those properties when building this Booklet.

Pdf Settings

Define the generated Pdf file name and to set document properties such as Subject, Author and Keywords.

Content

Select which Topics to include in this Booklet and how headings should be numbered.

Link Replacement

By default, most links in the generated Pdf are automatically converted to readable text. You can customize the default link conversion options on this page.

Page Layout

Page size, orientation and margins, as well as page breaking behavior.

Page Numbering

Choose on which page numbering should begin.

Viewer Options

Define the default viewer options (e.g. toolbar visibility, page layout) that will be effect when the generated Pdf is viewed.

Header and Footer

Define the contents of the Booklet header and footer.

Template

Choose which template to use for this Booklet.

Widgets

Customize the default content of any defined widget for this Booklet.

Rules

Define rules to govern which Topics are included in this Booklet. Rules can be defined that filter based on Build Flags and / or Item Names.

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