Tip: Customizing UPK Document Outputs

There has been a buzz around UPK Document customizations recently, so I thought I would share my tips.

I consider myself a Word novice. When this feature was released I had never even heard about the bookmarking feature. I've successfully created lots of customizations despite my modest skill with Word. Here are my tips:


  1. The thing that helped me the most was showing all formatting marks. (I know Word experts everywhere are wincing at how fundamental this suggestions is. Perhaps this emphasizes that my skill with Word is minimal and brings you hope.) This allows you to see the bookmarks which makes adding, removing or editing them much, much easier.

  2. Learn about the Bookmarks! Some bookmarks include a start bookmark and an end bookmark. It is important that for these you have both the start and the end. If you accidentally delete one and not the other, the document will not publish successfully.

  3. When I began my journey customizing documents, I soon realized how little I knew about Word. If you're attempting to do something "fancy", try to do it in a normal Word document as a test. If you can do it there, you should be able to do the same thing in the UPK document style.

After an hour or so learning and experimenting I had produced my first successful customized output. Some more complicated customizations took more time to think through exactly what I wanted as a result and how I would need to do it using bookmarks.

Do you have specific tips to share? Let us know in the comments.

Comments:

Thank you very much! I am beginning to learn about this tool as well. I keep thinking of UPK as a document repository like SharePoint but with better features and flexibilty. Anyway, I haven't seen much new in the way of questions being asked as I wade through various sites. I like the way you presented your thoughts; there's hope for me and I do know Word quite well.

Posted by Pat Case on March 03, 2010 at 11:42 AM PST #

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The authors of this blog are members of the UPK product development, management, and marketing teams. On this blog, you'll find UPK news, tips/tricks, upcoming events, and general information on UPK - the easy-to-use, comprehensive content development, deployment, and maintenance platform for increasing project, program, and user productivity.

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