Create a Word Section Break component

The Word Section Break provides the layout of the document on which Upland Qvidian will place the output. This includes margins, footers, headers, and page layout. Text in the document body is not recognized. You should add a new Word Section Break each time the layout changes. Word Section Break components have a SubSectionID and ComponentID, which refers to the file.

Common uses for a Word Section Break include:

  • Cover page: This may include a blank header and footer.
  • Proposal pages: This may include the customer logo, proposal title, and page numbers.
  • Change in page orientation: This may include switching from portrait to a landscape to accommodate an appendix.

Create a Word Section Break component

  1. From the Toolkit, select Word Section Break.
  2. Enter the name of the component. This name displays in the navigation panel.
  3. Enter the display title. This title displays on the created document's Assemble tab.
  4. From the Actions menu, select Upload Document. The Upload File dialog box displays.
    1. Enter a title for the word file.
    2. Click the ellipsis to browse to the file on your computer and then select Open.

    3. Click Save.

      Note: Word section break files are not saved to the library.

  5. Select one of the following options from the Include drop-down menu:
    • Always: Select if you want this subsection required for completion for created documents or projects using the document type.
    • By Inclusion: Select if you want this component automatically included when an optional component is included. The Component / Selection Group tree displays listing the optional component and selection groups for this document type. Check the box for the optional component with which you want to associate this component. When the user includes the associated optional component, the by inclusion component is also included. Check the boxes for each item that you want this component included with a required for completion status.
  6. Click Save.

Preview an attached file as an image

  • Click the content record title next to the Actions menu. The Preview Image dialog displays in full page view.

View file properties

  • Select Properties to view or edit the file properties.

Remove an attached file

  1. Select Delete from the Actions Menu. The Confirm Deletion dialog displays with the Remove link(s) to content option selected.
  2. Click Yes.

View component usage

The Usage panel, at the bottom of the component, displays how this component is being used in all document types and sections. The associated document types and components are listed as links so that they can be opened from the Navigation panel.

Common functions

The following common functions are listed at the top of the component workspace:

  • Test Build: Click to display the created document page where you can see the document type from the user's perspective and run a test build to verify it appears as you intended. For more information, see Test Build.
  • Reset Test Build: Click to delete any existing test build associated with the document type so you can start again with a fresh test document. For more information, see Test build a document type.
  • Export: Click to export the document type. For more information, see Export a document type.
  • Content Tray: Click to display the Content Tray dialog. The content tray is a holding area for content records that you can drag from the tray and drop in the content area for select components. For more information, see Content tray.