Using the Document Editor

You will edit documents from the Document Editor tab. The document Outline pane on the left is where you add document sections and components. The Outline pane is not used as a table of contents but is simply a reference for each section. The actual document name, section titles, and other document content are controlled in the Document pane on the right. Some components can be read-only which does not allow editing.

Edit the Outline pane to structure the document

Use the following steps add or change the Outline of the document, which is the structure of the document.

1. Access the document. See Finding and managing documents.

2. From a document, select the Document Editor tab. The system prevents others from making changes when the document is being edited. You can hover over the button on the upper right of the screen to see the editing status, locked or unlocked.

3. In the Outline on the left, you should see three dots to the right of Document. If you do not, you need to take ownership of the document. See Taking or releasing ownership of a task. From the Outline pane, perform the following, as needed.

   • From the top Document level of the outline, select the three dots on the document to Add a section or Rename. The section is to organize the document and does not contain document content. You can move sections to reorganize the document.
     

   • From a section, you select the three dots to Add a component, Rename the section, or Remove the section. A component is where the document contents are places.

   • From a component, you select the three dots to Rename or Remove the component.

To move a section or component down to a new location, drag the section to the left then to the new location.

Add content to the document

On the Document Editor tab, select a section and choose between the following buttons:

• Select the Upload button to drag and drop or browse to a Word document to import to the section. select Upload & Save. Once uploaded, you can edit the content. There is no link between the uploaded document and your document.
  

• Select the Select button to select an existing component, which is reusable content that you can edit after adding it to a document. To create a component, see Using document components.

• Select the Edit button to edit the existing content or add comments. See the next section for details on using the editing toolbar.

• Select the Create New button to add the initial content.

Use the editing toolbar

使用编辑工具栏添加图像、链接到网站、生成目录、添加页眉和页脚，以及其他类似于 Microsoft Word 的格式设置选项。添加文本时，文本将显示为红色，直到您单击保存文档为止。

常用功能包括：

图标	描述
	插入常用内容的小部件。请参阅 Policy Manager 中的使用小部件。
	控制第一个或最后一个组件上的页眉与页脚是否不同。
或	移除现有内容并输入您自己的新内容，或打开要插入的文档。如果您意外选择了新建或打开，则请选择取消以保留原始内容。
	上传图片或其它图像文件。
	选择列数和行数，然后插入表。输入表后，右键选择它来执行表操作，然后显示表属性以更改文本对齐方式、行高、分页符的行为等。
	设置右侧窗格中目录的外观，然后选择插入。
或	添加文本。从页眉或页脚中，您可以选择 添加一个数字变量，此变量会在最终文档中递增。
	设置页边距、纸张尺寸和布局。
	添加分节符或分页符。
	查找，以及选择性地替换文本。
	在文档编辑器中复制并粘贴内容。
	添加表示文本、数字或日期的占位符。选择插入元数据按钮之后，双击文档中的占位符。您可以定义类型、长度以及其他字段。选择 METADATA 按钮，标识要添加到文档的信息。
	添加文本和段落格式，例如字体类型、大小、增强效果和颜色，以及段落对齐方式、数字和项目符号。