Working in the Document View
This section describes symbols and indicators that are used to mark various actions in a document.
Indicators and Icons
The following table lists some of the main indicators and icons that display when you perform actions on content. To learn how to perform the actions that result in the following indicators and icons, see Common Operations.
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Indicator or Icon
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Description
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The document edit icon signifies content that has and can continue to be edited.
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Dotted highlight around content row
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The color of the dotted highlight around the row indicates the action that has been performed:
• Red indicates that the row has been cut.
• Blue indicates that the row has been copied.
These colors can be customized by selecting > > from the Document view.
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Content is in the process of being saved. During single-row editing, a modified row is saved when you select a different context within the Document view. During multiple-row editing, modified rows are not saved until you manually save them. In either edit mode, a new virtual row is inserted, but this blank row is not saved.
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New
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A virtual row appears as the first content item in a new document. As you add content to this item, a new virtual row is inserted. The new row retains the category of the previous row. When you select the new row, a section number is assigned. During single-row editing, your changes remain unsaved until you insert additional content or select another section of the document. During multiple-row editing, your changes remain unsaved until you manually save them. For more information, see Using Multiple-Row Editing. |
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Document messages
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Popup messages can be configured to indicate if mandatory fields are required. They can also be configured to notify you when you enter a subdocument as you move through a document in the Content pane. To configure these messages and others, you select > > from the Document view.
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Common Operations
The following tables outlines all of the available drag-and-drop, shortcut key, and other actions that you can perform to manage content within the Document view.
Rich Text
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During single-row editing, changes to a row are saved to the server as soon as you leave the row. During multiple-row editing, you decide when you want to save changes to the server. Until these changes are saved, you can undo and redo them. For more information, see Undoing and Redoing Field Edits During Multiple-Row Editing. |
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Rich Shortcut Keys
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Action
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CTRL+Z
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Undo the last edit.
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CTRL+Y
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Redo the last edit.
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CTRL+B
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Turn bold attribute on or off.
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CTRL+U
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Turn underline attribute on or off.
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CTRL+I
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Turn italics attribute on or off.
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CTRL+K
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Insert a link.
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CTRL+click link
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Follow a link.
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TAB
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Indent the content.
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SHIFT+TAB
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Decrease the indent.
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Double-click attachment
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Edit the attachment.
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CTRL+RIGHT ARROW
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Step to the next word.
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CTRL+LEFT ARROW
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Step to the beginning of current word or previous word.
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CTRL+SHIFT+RIGHT ARROW
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Highlight the word.
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CTRL+SHIFT+LEFT ARROW
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Highlight the previous word
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Hold down SHIFT+arrow key
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Highlight character by character in the direction of the arrow.
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Document
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Document Shortcut Keys
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Action
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CTRL+0
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Open document using the Finder window.
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CTRL+SHIFT+V
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View document in the Document view.
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CTRL+SHIFT+R
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Run a report.
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CTRL+SHIFT+B
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Baseline the document.
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CTRL+ALT+R
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Remove the baseline from the document.
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CTRL+N
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Branch the document manually.
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CTRL+SHIFT+T
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Change the project with which the document is associated.
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CTRL+SHIFT+ENTER
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Open the Edit Properties window to view and potentially edit properties associated with the document.
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CTRL+click link
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Follow the link in an editable cell in the Document view.
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ALT+click link
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Follow link in an uneditable cell in the Document view.
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Content
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Content Shortcut Keys
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Action
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CTRL+SHIFT+DELETE
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Delete the section.
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INSERT
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Insert content with the default category.
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CTRL+SHIFT+X
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Cut the section.
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CTRL+SHIFT+C
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Copy the section.
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CTRL+ALT+V
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Paste the section into the open document.
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CTRL+drag-and-drop
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Copy content from one location to another in the Content pane.
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CTRL+ALT+R
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Remove the baseline from the containing document.
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ALT+drag-and-drop
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Create a trace relationship between content.
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Drag-and-drop
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Move content from one location to another in the Content pane.
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CTRL+S
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Save the document.
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ALT+arrow key
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Navigate cells.
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Arrow keys
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Change field selections using arrow keys:
• Left arrow moves the field selection to the previous field in the same row.
• Right arrow advances the field selection to the next field in the same row.
• Up moves the field selection to the same field in the previous row.
• Down moves the field selection to the same field in the next row.
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Save changes to a content row or item
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During single-row editing, inline field changes are saved automatically when you select a field in another content row in the Document pane. During multiple-row editing, you decide when you want to save field changes. To manually save field changes in either edit mode, or to save changes made in the Item Detail pane, press CTRL+S or select > . Using this method during multiple-row editing saves unsaved changes to all edited rows. A document edit icon  appears in the view title bar when there are unsaved changes to an item in the view. |
