Work with Chapters

Chapters are used to organize Document Objects in a structure. A Chapter can contain Document Objects and other Chapters.

The Chapter path to a Document Object is displayed at the top of the Document Object Form.

Note! The type name in the Project Explorer acts as a chapter and provides the function that normal chapters have.

Note! Changes to the Chapter structure are recorded in the Project History.

How to add a Chapter

In the Chapter View, click on the ellipsis button of another Chapter or the root Chapter / Type and click Add new Chapter.

This will prompt you to add a name for the Chapter. The Chapter name cannot be empty. Click OK to create the new Chapter. The Chapter will be displayed at the bottom of the current chapter list.

How to rename a Chapter

Select an existing Chapter in the Chapter View. Use the ellipsis button to access the Rename Chapter button. You are now prompted to give the Chapter a new name. Click OK to commit the change.

How to remove a Chapter

Select an existing Chapter in the Chapter View. Use the ellipsis button to access the Remove Chapter button.

Note! The chapter (or the corresponding subchapters) cannot be removed if it/they contain one or more Document Objects.

How to move and reorder Chapters and Document Objects

In the Chapter View, use the ellipsis button in the root Chapter to click Rearrange Chapters and Document Objects. An Arrangement view will be displayed where you can use drag and drop to move and reorder Document Objects and Chapters. Click OK to commit the changes.

Export and Import Chapter Structures

To reuse a Chapter structure for a different Document Object type, in a different Project, or in a different place in the current Chapter structure, use the Export Chapter Structure action in the Chapter View to download the structure originating from a selected Chapter as a .chs file. This file can then be applied in the Import Chapter Structure action in a different chapter.

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