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Updating Product Manuals in RoboHelp HTML

1. Double click the filename of the topic to which you want to add an ALink button ium A a H T The topic displays in the right hand pane Put the cursor insertion point at the bottom of the topic where you would like to insert the ALink button p be Life FAL d Qerceee lube pedo On i Fi Fak i d Daah Borate ADE b np rs Preragprn iA i Ti bh F Faull Habel Ta I l e Di Option Ta T TE ih Il reel hdr maree SSCL E are fader LES i I ple pret Bok in ye at I x NOTE If there is a Related Topics button put the cursor to the left of that button on the same line Chapter 5 ALinks and Related Topics e 43 Updating Product Manuals in RoboHELP HTML 4 Select ALink from the Insert menu Link The Button Options screen of the ALink Wizard displays AL imk Wizmd Button O p omi 5 Accept the default choice of Text 6 Change the text in the edit box to the acronym of the Product for which the topic is applicable or a shortened version of the section name and the word topics 44 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboHELP HTML For our practice key in TIYL Topics in place of See Also Allink Wired Bitton Oiar 7 Click Next gt The ALink Names Selection screen displays All ink Wired Alok Names Silerim 8 Select the appropriate ALink from the ALink Names in Project list on the left side of the dialo
2. The screen displays the following 7 Aged Manual Diens ki E t T Fae Taniy reu Tam Fae Fre es Level Ter Fae Acoursuto Pih pW hose Peny FMB Chantatle odpntabbe Lie FB Erpigse s Scuiotable Lie Pe Employee s hoe Lite Sinpliied hius Fae Enperia Lite Gusardeed cue Fa Inoreseng Prema fein Fe Hotie Penam sige Lie F Specia Lie Fa Species sishi Unversal Lite Spec UL Fae Single Pens Lite SPL F Diasuh bs a Life UL Fa Suohp aoe Lie fel Fa Term io S Peas Target Lite 01 AL This i guar be AP awadlabaty 3 Penim Posie Tabie E Vanable Drass Lie MUIL Fs Vaihe nsss Lie S000 PAUL 2000 Fae whole Lite FL Fae Pacers Printing the Table of Contents TOC Updating Product Manuals in RoboHELP HTML The Browse Sequence is set up in the order of the Table of Contents It is recommended that you print the Table of Contents to use as a guide when creating the Browse Sequence as described in Creating a Browse Sequence on page 81 1 Click the TOC tab at the bottom of the left pane 2 Select Print TOC from the File menu oF Chapter 8 Table of Contents e 73 Updating Product Manuals in RoboHELP HTML 74 e Chapter 8 Table of Contents Updating Product Manuals in RoboOHELP HTML Chapter 9 Saving Compiling and Previewing Your Work Saving the files in your project Overview NOTE You should always work from a backup copy of your file It is not a good idea to work on the Original You
3. Chapter 4 Formatting e 35 Updating Product Manuals in ROboOHELP HTML 2 Click the Numbered List button on the toolbar Products 1 Whole Life WL Modified Premium Whole Life MPWL Survivorship whole Life SwWL Universal Life products Accumulator Protector Creating a bulleted Follow the steps below to create a bulleted list within a topic list l 2 36 e Chapter 4 Formatting Key in the list of contents without the bullets Sample list Riders Accidental Death Benefit ADB Disability Waiver of Premium WP Option to Purchase Paid up Additions OPP Other Covered Insured OCI Dividend Option Term DOT Spouse s and Children s Insurance Children s Insurance SCI CI Living Benefits Rider LBR Unemployment Rider UR Supplementary Term Rider STR Select the entire list except Riders Disidang Optean Term OT Spouse s amd Chedren s Insurance Children s nsuranos SCl in Ling Benets Rider LAF Jnemolos ment Rider Le Supplementary Term Rider iE Formatting text in topics Updating Product Manuals in RoboHELP HTML 3 Click the Bulleted List button on the toolbar Sider ad ondanta Death Benefit ADE Diskbiity Akrar of Preman CAT Ophon to Purhicass Paid up tiddtions OPF Other Covered Insured OCI Cividand Dpr Term DT pou sri Children s Insurance Children s masnice EOLO Livin Ebret Rider LES Unsmpiopment Aider UR Supplenesintary T
4. RobaHELP HTML WH PLH Eip rbp are NOTE The list of files you will encounter will vary according to your system 2 Click the Cancel button to proceed to this screen 4 e Chapter 1 RoboHELP HTML Edition tutorial Updating Product Manuals in RoboHELP HTML 3 Select Tutorial from the Help menu EI Contents amp Index On Tools F1 EE Hn selectiedag Blue Sky Software Web Site Register Product About RoboHELP HTML 4 Select Getting Started from the list under the Contents tab in the left pane Contents Index Search Favorites tarted 5 5 Read the information displayed in the right window pane Printing the Basic To print either the Basic lessons or the Advanced lessons follow the lessons OR the steps below If you want to print both sets of lessons see Printing both the Advanced lessons Basic and the Advanced lessons at one time on page 6 1 Select the Basic lessons or the Advanced lessons item on the Contents tab 2 Click the Print button on your browser s toolbar Print N The Print Topics dialog displays and includes one or more options for printing Print Topics You can print the selected topic or all the topics in the selected heading What would you like to do Print the selected topic Print the selected heading and all subtopics caros 3 Ifthe option is available you can select Print the selected topic which will only print the topic showing in the right hand pane
5. pace Explore H Service Hpen n 9 StyleSk Browse with Paint Shop Pro 0 HTMLHelp Find Et Agents Gi Add to Zip Add to Copy of Agent anual 0002 zip H E Up Scan with Norton Antivirus H 7 ftizhelp of 9 InforceFiles send To H Installationt Cut n Install oc j a Interactivet H J IntranetFile Create Shortcut 0 IntranetSite Delete Boa e o H Job ids H Misc Properties E POFS ample Copy 7 Select Rename from the popup menu The name of the folder becomes highlighted az 8 Delete Copy of from the beginning of the folder name and add Backup to the end Your renamed folder should look something like the following en AgentManual200028 ackup Chapter 2 Changing the Agent s Manual e 11 Updating Product Manuals in RoboHELP HTML Opening the Agent s Manual project Follow the steps below to open the Agent s Manual RoboHELP HTML project l Zz If ROHOHELP HTML Edition is not open see Launching the RoboHELP HTML program on page 1 When the program is open the ROMOHELP HTML dialog box displays RoboHELP HTML x tai C Create a new Help Project f Open an existing Help project HTML file Hore Files C AgentM anualCurrent AgentM an MPJ LC HelpDept HT ML elp agents aninstructons agent anual Curent g LC HelpDept HT MLHelp4agentsh aninstructons Test htm C4 HelpDept HTMLHelp4agentsl aninstructonsM aleS tandardS moker h C3 HelpDept H TMLHel
6. topics 1 Click the Project tab Project p TOC EA Index 2 Glossary gar Tools Chapter 5 ALinks and Related Topics e 47 Updating Product Manuals in RoboHELP HTML 2 6 Double click the filename of the topic to which you want to add an ALink button ZAN T ermal H E Tiyl E Availability TIL F Premium Rate Table TL H E TI The topic displays in the right hand pane Right click the new ALink button and select Copy from the popup menu do Cut FS Paste Edit Styles Topic Properties Tet Insert Edit Image A Insert Edit Hyperlink rae Show Topic Links gg Preview Topic Add Indes Entry 2 Help Select the next topic in the project folder Move the insertion point to the end of the topic and to the line under the last entry or under the table NOTE Remember if there is a Related Topics button put the cursor to the left of that button on the same line Right click the mouse on this line and select Paste Edit Styles Topic Properties Tet Insert Edit Image A Insert Edit Hyperlink Eja Show Topic Links gg Preview Topic 2 Help The button is copied to this page Continue pasting the button to all pages for that product 48 e Chapter 5 ALinks and Related Topics Adding a Related Topics button Updating Product Manuals in RoboHELP HTML Some topics may have related topics to which you want the user to jump Follow the steps
7. Glossary g Toot 2 Click the down pointing arrow to access the Index drop down list and select ALink Names Index ALing Mames O amp 19513 Form amp 1980 C50 Tables Gl 1996 Tax Act Gl 1st year a TYT a 20 ear Term Chapter 5 ALinks and Related Topics e 41 Updating Product Manuals in RoboOHELP HTML 3 Key in Tiy1 in the edit box to the right of ALink Names JALink Hames Til Add 4 Click the Add button Add Tiyl is added to the list 5 Click the Topics tab in the right pane af WYSIWYG TrueCode Sse Link View E Topics a 6 Click the down pointing arrow to access the Folders drop down list and select Tiyl Fir biai aapi a e a CAF rei epei N a g cae eu e 8 Place your mouse on one of the icons and drag them to the pane on the bottom left labeled Topics for Tiyl opics for Tayl Availability TIL Premium Rate Table TIL The topic names display in this window 42 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboHELP HTML Adding an ALink ALink buttons are inserted into topics so the user can easily access the other button topics from the current Product or section NOTE Be sure that each new topic you insert has an ALink associated with it See Inserting an ALink through Topic Properties on page 39 or Inserting an ALink using the Index tab on page 41 for procedures on adding ALink keywords to topics Click the Project tab
8. J Ftis Scan with Norton Antivirus C FTIS POF E FTISPatches endTo g 9 FTISStatusAi Cut 0 Funnies cata Granhies ee ce Help Project ee a of 9 Help Create Shortcut H HelpStorage Delete 0 Hpfonts Rename E HTMLHelp o 9 JavascriptGo Properties 0 Localzationlnfo EXEREA KAENI 33 TG 171MB Disk free space 701 Select Copy from the popup menu 4 Right click on the directory in which the HTML Help project folder resides A popup menu displays again H HouseHoldFiles a STMT lore oO Arc Open Browse with Paint Shop Pro Find Add to Zip Add to HTMLHelp zip Scan with Norton Antivirus Send To Cut Copy oirm E Inforce o E Install Create Shortcut 4 Install Delete cn Interac Rename n Intrane Properties 5 Select Paste from the popup menu 10 e Chapter 2 Changing the Agent s Manual Updating Product Manuals in RoboHELP HTML A copy of the folder is pasted into the same directory as the HTML Help project folder Copy of is inserted before the name of the HTML Help project folder E T HTMLHelp H Agent anual20002 Agent anualCurrent bees i Agentsl anualalossary E AnnuityProducts Geen Copy of AgentManual20002 bes E ForStevel H 0J SericeUnderz0002 bees n StuleSheets 6 Right click on the Copy of folder A popup menu displays HTMLHelp Agent anual20002 E T AgentManualCurrent n AgentshanualGlossary i aAA
9. Riders F AD 95 OPP Fiders 7 Select the product folder in which the desired related topic file resides from the Topics tn Project drop down list This reduces the number of files you need to scroll through to find the desired topic a Select Accidental Death Benefit ADB Rider b Click Add c Select Dividend Option Term DOT Riders d Click Add 50 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboOHELP HTML 8 Continue to select related topics in this manner The topic names display in the Related Topics list on the right side of the dialog box R Hated Topic Wizard Related Topic Selection 9 When you are finished adding topics to the Related Topics list click Next gt The Display Options screen displays Related Topic Wirard Display Opteona 10 Select the Popup Menu option in the Choose Topic From section 11 DO NOT specify a Window or a Frame Chapter 5 ALinks and Related Topics e 51 Updating Product Manuals in RoboHELP HTML 12 Click Next gt The Font Options screen displays CERE Topic Wizard Form Optiana 13 Select Verdana from the Font list 14 The Font Style should be Regular and the Size should be 8 These should be the default values 15 Click Finish The Related Topics button is inserted at the cursor s location in the topic Acodental Death Benefit ADB Diaability Waiver of Premium WP Opbon t
10. lh Spectra variable Urransal Life i Sira aa Urra Lit Surah Pea Lie Taga Life 50 eam bo 3i aa T a aI roar hie Va F a F F 4 ve rca lmasa Liis geatle inverse Lis 2000 iida Fe 10 Continue to drag and drop topics in the order you want them to appear in the Browse Sequence when using the Help feature 11 Click OK 12 Save your work Refer to Saving the files in your project on page 75 Checking the Once you have created the Browse Sequence for the new Product save Browse Sequence the work compile the project and check the Browse Sequence for accuracy 1 Click the Run Primary Target button 2 A message displays if you haven t compiled your project since the last change HaboHeE LE HI Rl x N The compded he e ot of debe ould you bbe bo compe bebos nmang Fe ee E Chapter 10 The Browse Sequence e 85 Updating Product Manuals in RoboHELP HTML 2 Click Yes to compile the file The Run screen displays after compilation is complete 3 Click the down pointing to access the Browse Sequence drop down list Previous Next Agent s Manu Introdu celect Browse Sequence 4 Select This is your life from the list i Previous Next f I gent Manual D Riders B Single Premium Life i Spectra Life D Spectra Variable Universal Life D Survivorship Variable Universal Life D Survivorship hole Life P T arget Life 50 11 E Term to
11. 90 This 18 your life Variable Universal Life Variable Universal Life 2000 Whole Life 86 e Chapter 10 The Browse Sequence Updating Product Manuals in RoboHELP HTML The first page in the Browse Sequence displays for this product e aran Ha 4 4 Farii l Bhn paia T Fine Ta Auailabilty TIYL Acer hi Berm om Pebruarp 28 Resident of te Sirie of eple Fint moks conch pip Freak ect i Shoe Life OL Hia ae Bevo Ae Le ea tamirat Ahal Lee THL hrana Lite Preh L ST lo Fraris manr NOTE The Browse Sequence pages are listed in a window over the topic display ETARE Hast E This is woe ie 5 Close the Run window Chapter 10 The Browse Sequence e 87 Updating Product Manuals in RoboHELP HTML 88 e Chapter 10 The Browse Sequence Updating Product Manuals in RoboOHELP HTML Chapter 11 Intranet site files and closing RoboHELP HTML Overview After updates have been made to the Agent s Manual and the Service and Underwriting manual WebHelp files must be generated for use on the Intranet site The CHM file that is generated when the HTML Help is compiled cannot be run from a web server It can only be run on a user s computer or from a CD Procedures Generating Follow the steps below to generate files that are ready for posting to the New WebHelp York Life Online intranet site 1 Open the RObHOHELP HTML See Launching the RoboHELP HTML on page 1 for instructions Chapter 1
12. Product Manuals in RoboHELP HTML A A HREF 92 adding new product folder 3 new topics within a product folder 75 Related Topics buttons 49 adding lines to cells in Excel 98 adding pages to a book 7 adjusting the New York Life Online link 9 advanced lessons printing 5 ALink buttons 39 43 copying to linked topics 47 ALink tab 40 ALinks 39 41 applying lines to cells in Excel 98 backing up your project 9 basic lessons printing 5 books creating in the table of contents 69 Border tab 99 borders creating around charts 99 Browse Sequence S creating 87 editor 82 testing 85 browser 93 bulleted lists creating 36 buttons adding Related Topics 49 ALinks 39 43 copying ALink buttons to linked topics 47 Related Topics 39 49 C cell lines borders in Excel 98 cell properties 34 changing topic list view 79 topic properties 7 changing the Agent s Manual 9 chart file creating a chart graphic from a chart Excel file 700 charts creating borders around 99 updating in an HTML Help project 702 updating Underwriting 97 closing RoboHELP HTML 89 94 code inserting table placement 2 compiling 75 compiling the HTML Help file 76 contents 69 adding pages to a book 7 creating a book in 69 printing 73 Contents tab 94 converting Word tables to Excel 24 converting an Excel table to HTML format 25 converting rate tables to HTML format overview 2 creating a chart graphic from a chart Excel file 100 bulleted
13. Show Topic Links Show Topic References Smat Ager ope F Smart Indes wizard Smart Glossary Wizard ence Editor 4uto Create TOC Remove Unused rien Enable BugHunter 9 Resolve Broken Links Edit Topic References Edit External Topic References Convert Spaces to Underscores Options The Browse Sequence Editor displays Hrann Se gees boc Er Tui aD Pe Z 69 Ll a Dom Tan TE Pearle Pe os igi Maral Oates H T Pay Lorna Taian AL hin Firs T Py Linda pa 7 000 TAD pi riii eis Lis C2 T Pa Lre pen 87 000 fea DE E ih Enia dete Lie TTP ay Lint Pe OT tow BENE h Eiee whas Las Guwa Y rccmemri ran bar leni Empat Ws Lie Carag et Tl coseeded pei Long i 5 Fe Tres Le Tee T bner Death Sere LAG lao Meram ara Acceteia Cech erek A AB Hoeden whs Lis Jarred Desh Beret DE a h H Accel Daath arak TL U iy le jacada Sansje Chaj St Sara PP Dh ga iims 4 ON O00 and 9 FEON aise ze PAD AMPL 10000 aed s irha Whaia eii fei fe SO Me irei oy Target Lie SI ai 1 Caen l H SAD SA MPL 100 000 are I a Viniabe Lessa Like 4 ite Coe an aad I A Vrah Uers Lie 2000 a oe ha Pa Fai NOTE To view the topics by their titles rather than by their filenames click the View By Title check box in the lower right corner of the Browse Sequence Editor dialog box This makes it easier to find the topics 3 Under Available Top
14. and Internet Explorer will open it for you The Microsoft Internet Explorer dialog box displays E3 wWebHelp Look ir A htm E idedhtml htm E navpane htm blank htm E idsform htr tabframe hitrri KE ftsbody htm idslist htm tocdhtml htm E ftedhtml htm B E toclist htm ftsform htm naytrame htm idebody Atm E navpanel htm File name index htm Files of type HTML Files Cancel Navigate to the WebHelDp folder within the Agent Manual or Service and Underwriting project folder using the Look in drop down list and the list box underneath the Look in list Select the index htm file from the list Click Open Chapter 11 Intranet site files and closing RObOHELP HTML e 93 Updating Product Manuals in RoboOHELP HTML The Open dialog is displayed again with the selected file displaying in the Open drop down list Open ki ep Type the Internet address of a document or folder and ntermet Explorer will open it for you Open J LC W4 genth anual ebHelpsrndes htr T Open as Web Folder i Cancel Browse 7 Click OK The project is displayed in the browser window with a Contents tab an Index tab and a Search tab available T i Haradi heira Firirri qim E Ek ee he Joka jj mn A Aa _ D alr hat keiwha Firmie Hailey gies at Dt ee eit at zaan E scp bahar mand nad chad imrodection I L Ep a Fi 1 Pi
15. in a subkeyword title E female moremoker annual E mae noremoke annual 20T E female nonsmoker COM 2077 R mae EL minimam aoe smout EL mi A riders E paal cla E amed change E unpa 6 FT Chapter 7 Indexing e 65 Updating Product Manuals in RoboHELP HTML 66 e Chapter 7 Indexing 8 2 10 Key in DOT rates and press lt Enter gt E bend 1 EL bandi E band 3 S bend 4 CL DOT rmes B jema E emie noremokg annual female norsmoker annual 20T E lemas moremo COM 2 T a mele BL miami ae aiui CL rider E idas EL aphia cia EL ameri chage E uniig Click on the keyword table and scroll down to where the DOT topics begin Right click on the first topic and select Cut from the pop up menu PICe Copy New Keyword Topic 2 Edit Topic do Preview Topic Delete Hename da Find Topic aie Show Topic Links Show Topic References Smart Indes Topic Properties 2 Help Updating Product Manuals in RoboHELP HTML 11 Right click DOT rates and select Paste from the pop up menu 12 13 14 15 Paste lrede New d Move d X Delete Rename Sant d ik Find Topic Ed Smart Indes wizard Froperties 2 Help The topic is moved from the list of topics indexed to table to DOT rates and is displayed in the Topics for DOT rates window opic for DOT rates DOT Female Nonsmoker Special Class Extra Premiums Rid
16. in availability in the edit box and press lt Enter gt or click the Add button NOTE You do not have to key the words in any particular order They will be appropriately alphabetized in the Index list with all the other words that are currently stored there Words may be keyed in all lowercase If it s a proper name for a rider or a product you will want to key it in Initial Caps Topic Propesties Chapter 7 Indexing e 61 Updating Product Manuals in RoboHELP HTML Creating Subkeywords for indexing 62 e Chapter 7 Indexing 12 13 14 15 Continue keying in index keywords until you think you have referenced the topic as much as you can Overindexing is better than not providing enough index words for a topic Click OK to save the indexing NOTE The indexing is not saved until you click the OK button Double click the next topic and repeat the above steps to index that topic Continue indexing until you have provided keywords for all new topics and or new products added to the Agent s Manual Subkeywords break down the indexing into smaller parts It eases the use of keywords that may be linked to a large number of topics Subkeywords make creating and using the Index more manageable l So a a Launch RODOHELP HTML Refer to Launching the RoboHELP HTML on page 1 Open AgentMan MP J Double click the HTML Files Topics on the Project tab Double click the htm folder Dou
17. lists 36 hyperlinks from existing text 55 index keywords 59 index subkeywords 62 new hyperlinks 53 numbered lists 35 tables in RoboHELP HTML 3 7 creating a book in the table of contents 69 creating a border around a chart 99 creating a Browse Sequence S Index e 103 Updating Product Manuals in RoboHELP HTML 104 e Index D deleting lines from cells in Excel 98 Excel cell lines borders 98 Excel chart file creating a chart graphic from a chart Excel file 700 Excel gridlines hiding 97 showing 97 Excel tables 27 convert to HTML 25 exiting RoboHELP HTML 89 94 F File Name 49 view by 19 files saving project 75 folder adding new 1 3 formatting cell properties 3 34 table properties 3 32 text in topics 3 37 G generating the primary target 76 generating WebHelp 89 graphic creating a chart graphic from a chart Excel file 700 eridlines in Excel hiding 97 showing 97 H heading styles 37 hiding gridlines in Excel 97 HTML format 25 HTML Help file compiling 76 hyperlinks 53 creating from existing text 55 creating new 53 I index entries repairing truncated 64 index keywords creating 59 index subkeywords creating 62 Index tab 4 61 63 64 77 94 indexing 59 inserting the table placement code 21 Internet Explorer 93 Intranet site files 89 K keywords 59 creating 59 L launching RoboOHELP HTML 7 lessons advanced basic printing 5 printing both basic and advanced 6 l
18. lt amp gt lt NOIR gt lt P gt lt P gt lt NORR gt lt 8 HAEF hettp wun newyorkLlife com eee SRC hesctoc4 gif horder 0 gt nbep New York Life lt amp gt lt NOEBR gt lt F gt p lt DIV gt lt BLOCKQUOTE lt DIV ID Book30000000Parent CLAS5 perent style margin left 0pt T gt lt FP gt lt NOBR gt 44 HREF pont lick TocExpendit Book30030000 return Fu Hep p F HIH OZ 8 Select Save from the File menu A dialog box displays telling you that you are about to save the document in a format that will remove all the formatting The dialog box differs depending on whether you have Windows 95 or Windows 98 9 Click either the Yes button Windows 98 or the Text Document button Windows 95 The New York Life Online link will now display the site in the full browser window 92 e Chapter 11 Intranet site files and closing RObOHELP HTML Viewing WebHelp files 3 Updating Product Manuals in RoboHELP HTML To view the WebHelp files in a browser follow the steps below These steps cover viewing the files in Internet Explorer which is the recommended browser for New York Life employees l 2 Launch Internet Explorer from the Windows desktop Select Open from the File menu The Open dialog box displays Open 2 Open l Open as Web Folder ay Cancel Browse Click the Browse button Type the Internet address of a document or folder
19. premiumratetabletiyl htm Click Save Click Finish A dialog box displays telling you that the filename you selected is the same as the existing file Miciecoll Excel Tine hie nares pou epeoied ip Bre gan gs the seen fe Oo po werd bo replace fhe eaieteg he ae You DO want to replace the existing file so click Yes on this dialog box Your table will be inserted into the existing file replacing the Table code you inserted See Formatting the table properties on page 32 and Formatting the cell properties on page 34 for instructions on how to format the table you just inserted Premium Rate Table TI L zIlincisa lt ais lt is Class A Special Class Minimum Monthly Prenlunis Per 1000 Add 40 50 policy constant per month AUE MLALE E UMISES FEMALE AUE MALE S UNISER FEMALE i 0 73 osi 44 0 62 o s O 2l OL ss 0 66 0 oiz a 0 72 NOTE The lines above and below the table with the lt gt symbols on them are not needed Highlight these lines and delete them Chapter 3 Converting rate tables to HTML format e 29 Updating Product Manuals in RoboHELP HTML 30 e Chapter 3 Converting rate tables to HTML format Updating Product Manuals in RoboHELP HTML Chapter 4 Formatting Creating a table in RoboHELP HTML Overview This chapter provides procedures on formatting rate tables and text in topics Procedures You can create tables and enter information directly into RoOb
20. properties correctly and within the width of the window when the data 1s viewed 1 With the entire table selected right click anywhere in the table 2 Select Cell Properties from the Table menu Cell Properties 3 Make sure under Width Options that neither the Pixels check box nor the Percent check box are selected There should NOT be a check mark in either check box as pictured below Cell Properties a C Default o 4 Click OK 5 Make sure the entire table is selected again 34 e Chapter 4 Formatting Updating Product Manuals in RoboOHELP HTML Center the text in the table by clicking on the Center justification button on the toolbar HE J Deselect the table by clicking anywhere outside of the table within the same topic Add or remove table lines bold information or provide any other formatting you deem necessary to make the table look the way you want it to appear Creating a Follow the steps below to create a numbered list within a topic numbered list 1 pa Key in the list of contents without the numbers Sample list Products Whole Life WL Modified Premium Whole Life MPWL Survivorship Whole Life SWL Universal Life Products Accumulator Protector Select the items in the list Do not select Products Products Whole Life WL Modified Premium Whole Life MPWLI Survivorship Whole Life SWL Universal Life products Accumulator Protector
21. the lt Enter gt key to accept the new folder name Adding new topics Once you have created a new product folder within the project follow the steps within a p roduct below to add new topics within that folder folder 1 Right click on the new folder you just created For this example that is the Tiyl folder Chapter 2 Changing the Agent s Manual e 15 Updating Product Manuals in RoboHELP HTML The popup menu displays pa N EI Topic h Smat TER iope fy Eoperties atate 2 Select New Topic from the popup menu The Create Topic Wizard dialog box displays 16 e Chapter 2 Changing the Agent s Manual Updating Product Manuals in RoboHELP HTML 3 Key in Availability TIYL as the name of the topic in the Topic Title edit box Tignes Panpeeet ie ra ALik J Intonation Tippee Gdh Aired Gem Ste ET ER ede Topi Tide vsih ty TL Fike Hamy ava bytia i E _cuest_ Bre 4 Click OK The topic displays in the right hand pane and the appropriate styles are applied to the topic Your screen will resemble the following Availability TIYL Type topic text here 5 Create another topic the same way Give ita Topic Title of Premium Rate Table TIYL anda File Name of premiumratetabletiyl htm Changing topic If you need to change a topic title the file name or any other property of a topic properties follow the steps below 1 Inthe HTML Files Topics section on the Proj
22. will automatically be opened in WordPad Chapter 11 Intranet site files and closing RObOHELP HTML e 91 Updating Product Manuals in RoboHELP HTML 2 Select Open from the File menu The Open dialog box displays lof ca ween a cel E m RT hedhim him at oe sme him eek tocat htm ta agim h TE CaS Hia ma webhep cab pipe acide him fi navpans2him Ga webhelp ap BL chet bir sip reci 2 webheip j E E amp TT eon hin a tides ce fey cadet him hae sme him ee inodor kim Fie pame ieem him i Files ol pe Al Documents T ma 3 Select All documents from the Files of type drop down list 4 Navigate to the directory in which your WebHelp project was generated If you accepted the defaults when generating WebHelp this is a WebHelbp directory within your folder 5 Select the tocdhtml htm file and click Open 6 Find the link to the New York Life Online intranet site in the text See the picture below the next step to see what that text looks like 7 Add target _top tothe A HREF tag The graphic below displays the line that contains the link with a box around it E tocdhtmi htm 4fordPad Fle Edt Wer ieai mma Help Deal SiR aa 2 lel amp DIY ID Hook20000000Child CL amp SS child gt lt P gt lt NOER gt lt i HAEF htmledition addtoc link htm gt lt ING SRC hssctoca gilt bord r 0 gt enhbsp bidding amp link to a TOC in WebHe lp
23. 0 WUL 2000 b Whole Like PAL a Fidi ee A Project TOC E Inden Ghosseny jig Tools c NOTE A yellow arrow moves to the new location When you release the mouse the book moves to the line targeted by the yellow arrow Adding pages Notice that the book is NOT preceded by a plus sign This indicates that topics to the book there are no topics within the book It is very easy to add topics to the book The following steps explain this procedure 1 Click the TOC tab on the bottom left if it is not already the active tab TOC E Index Glossar g Tools 2 Click the Topics tab on the bottom right af WYSIWYG TrueCode 236 Link View Topics Project Chapter 8 Table of Contents e 71 Updating Product Manuals in RoboHELP HTML 72 e Chapter 8 Table of Contents Click the down pointing arrow to access the Folders drop down list and select Tiyl The Tiyl folder displays and the topics are listed in the window Ti iray TTT Paria Fois Table TL Select all of the topics from the Topics list that you want to appear in the Tiyl book when it is selected Place the mouse on the icon of one of the selected topics hold the mouse button down over the icon and drag it to the This is your life book in the TOC pane Release the mouse NOTE A yellow arrow moves to the new location When you release the mouse the topic s move to the line targeted by the yellow arrow
24. 1 Printing the Table of Contents TOC sisisitiuiseneneirreisnn rnein ne ean aeaa aana PAAA TNE EEEE TE 73 Chapter 9 Saving Compiling and Previewing Your Work 75 OVEN VIEW ssnsisssneccnescatecivsdsisccosceiasinacsticneseasecieaisiacassaeteateeseuaaeeiesiesavsasasaapsasieadeasessadedesdeadedenissasasaiasanaesinsaeseaiadas 75 PY OCC QUIS seprei r sions saseesuacscesecsiugsecies lt sceuscsseaensannecsvacuquaussiutsseuaiencatscsnceovsvasscouievseesssteiecunmasaeeaseeaase 75 Savine the files 1 your PLO GCE simiri Tan ETE T O eed 75 Compiling the HIML Help TG ccscsctiacessisanctanveduceshasduseshwedvccsndeductosaeiuceshaciuiienasdvecssebieatesasieceneeaeees 76 Provi wino your WOrK esrara ra E a a E aaae aE 77 Chapter 10 The Browse Sequence 81 COVEN VIGW N AE A A A E EN A A A E O A A E A 81 PEOCCOULES sisiensscsisssiswacsenosesdasssesnvaeasscevsiensaeuopendansdpontesesasasiuadaeesbanasssnesUaeataneunwasdesusuandeesssseseatebesinadasessusdeestebns 81 Credinta Browse SOqUENC lt a ne Bee ee ee ne Oe ee ee ee eee 81 Checking the Browse SCQUCICG cecihrmscccncancastneanicataaanaaesceresaesacaandstueanseateanasd eenernanesadanadesaeunecetecunsees 85 Chapter 11 Intranet site files and closing RoboHELP HTML 89 OMT E E E E E S A A E E E E 89 Proceduros 6 ssssvessasesicndsssvvonvaccessassstaseacncuuaastssseseasavsssesdadtesiicacsbaencsaciseasiassdesisetusesnesbvacdssssunsaicssiosaacaeseavedeesese s 89 Generating WED EID spcicsscscciccsassdaranasecatesancwinasa
25. 1 Intranet site files and closing RObOHELP HTML e 89 Updating Product Manuals in RoboHELP HTML 2 Select Generate from the File menu and select WebHelp 3 from the resulting submenu New Oper Ctrl 0 Close Project Rename Project jave il Save Al Chrl 5 Select Primary Target Microsoft HTML Help Se al l JavaHel et Project Settings Chrl Shitt E Import j Printed Documentation TC HelpDept Agenth an WPJ 2 JAHelpD ept Agentki an MP SC HelpDept SerUind MP 40 HelpDept 7 est Atm Exit The WebHelp Options dialog box displays Specify the settings as pictured in the graphic below The default location in Select output folder and start page for WebHelbp put the WebHelp files within a folder inside the project folder Call the start page index htm NOTE It is good practice to double check the location of the WebHelp files If more than one person is generating the files the directory structure where they place the Agent s Manual project on their hard drive may be different from other people working on the same project Therefore the output directory might be different for each machine a S ehliep plone Ei Fiad Farina i Chema HTML C dira Socal F Toc F Irs T Seph la Topi Hajin EY FF Bees Sequencer Lysin Ector Fig F shee Shyla Ale wow bramma pei ee Fh a De GB m amp OCR Button je 90 e Chapter 11 Intranet site files and cl
26. BS aiak Peer amp agers eras Avakabiiy CYT Agent s Manis Anabel CLT Agents biana Anibal Abri Apani g biaa Ayaka AF Agan y Haua Aub EA Agent s Haa B seie Ed Y Bree bebe rel F i Chapter 9 Saving Compiling and Previewing Your Work e 77 Updating Product Manuals in RoboHELP HTML 6 1 Scroll through the list and select Availability TIYL NOTE Availability is used in every product If you do not reference the word Availability to the specific product you will have difficulty finding it in the displayed list Therefore it is good practice to add the acronym of the current product to the end of the topic titles associated with that product See Changing topic properties on page 17 to fix a topic title Praa SFL Agent s Hamal Avaiabildy MLA Agen s Hanus Ayaka y i Tarna Agents hana Ayaka TL Agent s Haal Ayaka UL A An y eal J pan man ir ee E E Moai ai rl Click the Display button Display The Availability TIYL topic should display in the right pane of the resulting window Click the Riders Overiew link to display the Riders Overview page Click the Back button on the toolbar fa Back 78 e Chapter 9 Saving Compiling and Previewing Your Work Updating Product Manuals in RoboHELP HTML 10 Click the Accidental Death Benefit ADB link to display the link to that file in the Riders section of the Agent s Manual 11 Cl
27. Chapter 1 RoboHELP HTML Edition tutorial e 5 Updating Product Manuals in RoboHELP HTML Print the selected heading and all subtopics will print all the information displayed on the right hand side plus all of the other topics listed in the left hand pane If you have Basic or Advanced lessons open everything in the topic prints 4 Alternatively if the only option available is Print the current page then do the following e Open the Basic lessons book and print the first topic in this book All the Basic lessons are in one topic so all the Basic lessons will print at one time Then open the Advanced lessons book and print the first topic All Advanced lessons will print Printing both the You can print both the Basic lessons and the Advanced lessons at Basic and the the same time Follow the steps below If you only want to print the Basic or Advanced lessons at the Advanced lessons see Printing the Basic lessons OR the Advanced one time lessons on page 5 1 Open the Basic lessons 2 Right click inside the Basic lessons topic pane A popup menu displays Back Forward Select All View Source Print Refresh Froperties 6 e Chapter 1 RoboHELP HTML Edition tutorial Updating Product Manuals in RoboHELP HTML 3 Select Print The Print dialog box displays 1 rts ae ton Hy hi T om iie re TETE a lices uka n E 4 Select the Print all linked documents check box at the bottom of
28. Chapter 6 Creating a Hyperlink Updating Product Manuals in RoboOHELP HTML Riders Riders Overview Accidental Death Benefit ADB e Disability Waiver of Premium WP e Option to Purchase Paid up Additions OPP The Accidental Death Benefit ADB text becomes a hyperlink and replaces the plain text that was previously displayed NOTE If the next item in the bulleted list jumps up to the same line as the Accidental Death Benefit ADB link press lt Enter gt Chapter 6 Creating a Hyperlink e 57 Updating Product Manuals in RoboHELP HTML 58 e Chapter 6 Creating a Hyperlink Updating Product Manuals in RoboOHELP HTML Chapter 7 Indexing Creating an Index keyword Overview Indexing each topic is an important part of working with the HTML files Indexing allows users to quickly find and display the part of the manual that they need in order to continue working Indexing is a matter of practice Good indexing involves putting yourself in the place of the average person that may be accessing the Agent s manual When you are attempting to determine Keywords to use as indexes think about what word or words the user may be thinking when they are looking for that particular page For example if the user wants to find the premium rate tables they may think of premium premiums rate rates or table You can index each rate table under all of these words Since there are so many premium rate tables you will
29. Converting an Excel table to HTML format on page 25 24 e Chapter 3 Converting rate tables to HTML format Converting an Excel table to HTML format Updating Product Manuals in RoboHELP HTML Now that you have inserted a table marker into your file you must save the Excel table in HTML format This procedure in Excel also inserts the HTML code for the table into the HTML file where the table marker was inserted For this procedure a table that has already been inserted into the Term to 90 section 1s being used as an example NOTE l The Internet Assistant Wizard should have been installed when Microsoft Office 97 was installed on your machine If not put your Microsoft Office 97 CD back the CD ROM drive and install the Web Page Authoring HTML feature Follow the instructions provided with the installation Miciosa Oliee 37 Manbenaree niha Qype ky gaiari the Gere pou ent lala cle the bara ou rari bn bee rare Gigi Gos val a Geib cate Det on pa of ee biaa val be rides Ta nec al company m be Upko beet dirk jais i Doon Description ec ecto Bricks 2062 af Meets Fecal Parinari and etd cet eat E WEIT E Wind components bo mane F Miiisaaa MITE docume ad sa hor Pre Feed ected Poasa TITAS nan F Piik Aee Be Pe decd ected Olathe a Sieh Pose Aihara HTHL Ci F Pii Eoo thi Ee racine Oe Ais TIES Gelect All M Ole Tei aT E fd Faija Io Darei Seed piore CAPropsn Fie rron 0 fices Par
30. IPOFSecunly cs ce Fike riam Save ashpa Part Shop Poo lage psp bs Cr 11 Select Compuserve Graphics Interchange gif from the Save as type drop down list 12 Enter a name for the graphic file in the File name edit box NOTE The names used in the HTML Help project are ChartA gif ChartB gif ChartC gif and EALChart gif Use whichever filename is applicable for the current chart when saving the graphic Updating the charts in the HTML Help project becomes an automatic process if these filenames are used See Updating the charts in the HTML Help project on page 102 13 Navigate to the directory in which the Service and Underwriting HTML Help project resides 14 Click Save Updating the charts Now that you have created a GIF graphic file out of the chart you need to insert in the HTML Help it in the HTML Help project Follow the steps below project 1 Open the Service and Underwriting manual HTML Help project 2 Inthe Undmed folder under the HTML Files Topics folder open the corresponding topic such as Chart A Medical by double clicking on the topic title 3 Ifthe graphic was placed in the main directory for the Service and Underwriting HTML Help project the graphic is automatically updated within the topic You do not need to reinsert the graphic file Be sure to double check however that the graphic is the updated one 102 e Appendix A Updating Underwriting Charts Index Updating
31. Navigate to the directory containing your project and the subfolder for the Product or section you are working on NOTE The pathname we used for this example 1s c AgentManual20002 htm Tiyl 10 Select the file into which you want to insert the table For this example select premiumratetabletiyl htm 11 Click Open Chapter 3 Converting rate tables to HTML format e 27 Updating Product Manuals in RoboHELP HTML 12 Click Next gt If you haven t put the correct Table code into the selected file you will see a dialog box display that warns you to do so See Inserting the table placement code on page 21 for procedures on putting the correct table code into your HTML file If you have the correct table placement code in your file the Step 4 screen displays Interet Asmstent Wired Shep 4 of 4 13 Select the Save the result as an HTML file option 14 Click Browse The Save your HTML document as dialog box displays J Saeed PAF HINL tgr WJ adabi i hir 28 e Chapter 3 Converting rate tables to HTML format 15 16 17 18 19 Updating Product Manuals in RoboHELP HTML You will most likely see that you are already in the folder in which your file is located If not navigate to the same directory as the original HTML file within your project NOTE The pathname we used for this example is c AgentManual20002 htm Tiyl Select the same file you selected on the Step 3 screen
32. Product Manuals in RoboHELP HTML 10 Select the Riders folder 11 Scroll through the alphabetic listing to find Riders Overview and select it Select Destination File or WAL Riders Policy Purchase Option PPO Riders F PPO Availability Riders 7 PPO Benefit Riders 7 PPO Disability waiver of Premium Rider PPO New Policy Riders PPO Option Amount Riders PPO Fremium Aate Information Riders E PPO Premium Rates per 1 000 Riders eI Fremium Remittance Riders PREMIUM REMITTANCES Ridera 7 Wi on OPP Rider Riders Riders on rT Tern Rider Riders Ei Riders T vorvisw r a S I l om NOTE The Link from and the Link to edit boxes are automatically filled in for you The Link From edit box pulls the text it places in the topic from the Topic Title of the topic you selected in the Select Designation list Hppeilink E Fyme mji Digi at Popup New Tope Zalaci laring File rr LAL ihkas A Dis O PFO Me Pokcp Fiber 7 T PPO Ophion Ambur Pickers Riders Overview AF PPO Prenian Rote Indorradion Fide 7 FFU Freraan Fisier pee 7000 ides Information about the falowing FY Piera Feseratt race Fidar riders provided erthin this Tj PREMIUM REMMTAMCES fides Sechan CF DRA on OPP Rider Fidan Picks ors SVT Term Pick Fick s pimanta Anahi Amini cece s elon E Dizm S ar of Pramaym WP T Schodde Dinion atas Fedes FE SC Face irmos Tabia Fixas a Bo
33. Sample of a training manual for a software product In October 2000 my department in New York Life was going to relinquish control of a product reference manual online help project and we needed to teach someone from our Home Office how to update it so they could take it over A co worker and I were tasked with the job My co worker did the first day of training the introduction to the software and I did the second day training on updating the actual help file It was a hands on training course with the students going through the procedures on a copy of the help project on provided computers I created a user s guide using Doc To Help 2000 containing conceptual information and procedures to be performed in the class I also provided handouts to correspond with certain parts of the guide Field Technology Illustration System FTIS Updating Product Manuals In RObDOHELP HTML New York Life Created by Lori Kaufman Sr Technical Writer Created as a supplement for the Agent s Manual training course on October 19 20 2000 Updating Product Manuals in RoboOHELP HTML Contents Chapter 1 RoboHELP HTML Edition tutorial 1 MON CE VICW E E tet ccceususevesstatacestcaceccattetesankcccataatudestuaseresteasescstu ade A E 1 PROCCOULECS asssiicccsssensetaccssnsbencensabaesaasaesiiandabnenenscealanndedansdncnbadaessoundccsdetessusdaleussadansseosdesedascascadaes obhudeasebeveedsaseoes 1 Launching the RObOHELP HTML program cccccssec
34. als in RoboOHELP HTML Chapter 1 RoboHELP HTML Edition tutorial Launching the RoboHELP HTML program Overview Before you begin the procedures in this guide it is recommended that you go through the Basic and Advanced lessons in the RoOboHELP HTML tutorial The tutorial gives you a background with which to work when learning the procedures in this guide to update the Agent s Manual Procedures The best way to work with the Quick Tour is to print it and complete the lessons in order You can print the Basic and Advanced lessons separately or at the same time Follow the steps below to launch the ROMOHELP HTML Edition program 1 Click the Start button on the Taskbar Chapter 1 RoboOHELP HTML Edition tutorial e 1 Updating Product Manuals in RoboHELP HTML 2 Select Programs 2 e Chapter 1 RoboHELP HTML Edition tutorial Updating Product Manuals in RoboHELP HTML 3 Select RObOHELP Office from the next menu 4 Select ROHOHELP HTML from the next menu ec tae ki RoboHELP HTML Chapter 1 RoboHELP HTML Edition tutorial e 3 Updating Product Manuals in RoboHELP HTML NOTE You may also click the RoboHELP HTML icon on your desktop to start the program Robe LF HTML Opening the Follow the steps to open the RoboHELP HTML tutorial RoboHELP HTML 1 tutorial Once you have opened RoboHELP HTML see Launching the RoboHELP HTML program on page 1 you will see the following screen
35. an ALink button to all linked topics oo ccccsnecceeeeceeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeseseeeess 47 Adding a Related Topics button cccccceesssesssssssssssssssssssssssesssssssssssssssssssssssssssesssssessssasaeaeaaas 49 Chapter 6 Creating a Hyperlink 53 COW CP VICW cccssscaisvaidentcsaccecescacatasestacaniccatecatesteceesscacatatacseievaicestsnasgensevesesaaeedsteaiaveicesisadsaocseaseuacatainsd aenioeaiauniasta 53 Procedures ssecacrcasscasssdiseveanaccassesdsccasccasciasaessccneasacacasevestacenveacsasued saaxaavaswinasedessaaasaenenseed OAKEN ASKOAN seeavaseanaavaas 53 Creatine anew Hyperini eee ee rue nn ee 53 Creating a Hyperlink from existing text ccccccsccesnissacdacdedaceaciesnccaedescataniesncdsccesactendesncesneeoxatorasbectieeess 55 Chapter 7 Indexing 59 OV n a ENE E E AA O E EAA A A AA A 59 Pioc duris sorcier n E E E E EE O E E 59 Creatine an Index keyword emer ee S ee eee 59 Creating Subkeywords for indexing cccccccccccccccceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 62 Repairing truncated index CNtrieS ccccceecesessessssssssssssssesssseesssesssessssesssssssssssesssssssssesaassaaeaaaas 64 Chapter 8 Table of Contents 69 COVGEVICW E E N E O A E E 69 Proceduri s eccerconino inan A a E 69 Creating a book n the TO eenmente enter terete rer E E E 69 Adding pages topics to the book iss ovssacdnansunnnsasshacdansdawensieasbeonspicemnensbyedrmndaxedseaubnieonedebemnteedeantadentSh 7
36. below to add a Related Topics button If there is an ALink button the button goes to the left of it NOTE l 2 3 It is recommended that you switch to the Topic Title view on the Project tab before creating a Related Topics button want the Topic Title and the File Name to be the same change the File Name manually to match the Topic Title Be sure to leave the htm extension on the end of the File Name See Changing the topic list view on the Project tab on page 19 for more information In addition when you change the Topic Title in the Topic Properties dialog box the title of the topic in the topic on the right side of the RObOHTML window does not automatically change You must manually change the title See Changing topic properties on page 17 Put the cursor at the bottom of the topic Place the insertion point to the left of the ALink button Select Related Topics from the Insert menu W Hyperbnk Chk El Popup Test orly Popup ChisP Ee Bookmark Multimedia ha aie Hesigantad Liew Chapter 5 ALinks and Related Topics e 49 Updating Product Manuals in RoboHELP HTML The Button Options screen on the Related Topic Wizard dialog box displays R elated Topic Wizard Buton Options 4 Accept the default selection of Text 5 If there is only one related topic delete the s from the end of the word topics 6 Click Next gt The Related Topic Selection screen displays T AD93 OPP
37. ble click the TTYL folder Double click the Availability TIYL file or the first file in the folder It should be displayed in the WYSIWYG pane on the right Right click the mouse anywhere in the pane to get this pop up menu A Cut Tapy Paste Edit Styles Topic Properties thot Insert Edit Image A Insert Edit Hyperlink rae Show Topic Links gg Preview Topic 2 Help Updating Product Manuals in RoboHELP HTML 9 Select Topic Properties Topic Properties 10 Select the Index tab 11 Key in the first keyword in the edit box NOTE You do not have to key the words in any particular order They will be appropriately alphabetized in the Index list with all the other words that are currently stored there 12 Key inavailability TIYL in the edit box and press lt Enter gt or click the Add button Chapter 7 Indexing e 63 Updating Product Manuals in RoboOHELP HTML NOTE Use the backslash key to indicate a subkeyword The forward slash is not a code for a subkeyword Co Alink Indorestion Tyce i Advanced PS Gere oy Stas E Appearance Eh Indes EL availetallp Sd E weting T avab TL ELL m LE 13 Continue keying in Index subkeywords until you think you have referenced the topic as much as you can 14 Click OK to save the indexing NOTE The indexing is not saved until you click the OK button 15 Double click the next top
38. cceeceeecececeeeeeccceceeeceeeceeeeeeeeeeeeeeeeeeees l Opening the RoboHELP HTML tuttortal ccccccccccccccssssssssccsessecsccccccccccccccccccccccccceccceccceeeeeeeeees 4 Printing the Basic lessons OR the Advanced leSSOMS c ssssssesseseesessssssssssssssssssssesssesseeeeaeas 5 Printing both the Basic and the Advanced lessons at one time cccsceeseseeeeeessssssssssesssssssseeeeees 6 Chapter 2 Changing the Agent s Manual 9 COV ON VIEW rmai E E EEEE R E E E E E EE E 9 PE OCCOULECS sercis a EEE E AE EEE N 9 Backing up your HTML Help project folder eeeeeeeessesesseesessssssssesssssssssssssssssssssesesseeeseeeas 9 Opening the Agent s Manual project cccccccssscccsccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeseseeeeess 12 Adding a new product foldet ccccccccsesssssssesssssssssssssssssssssssssssssssssssssssssessssssssssssssssssssaasseasaaas 13 Adding new topics within a product folder cccccceeessssseeseeseesessessssssssssssssssssssssssssssssseaaagaas 15 Chanana topie PropcTiIES sosrpinnieinion er nm OE T ee 17 Changing the topic list view on the Project tab cccccsceeecceeeeceeeeeeeeececeeceeeeeeeeceeeeeseseeeeeeees 19 Chapter 3 Converting rate tables to HTML format 21 OW CLVICW caruia en E E E 21 PROCCO UN ES sosser EE 21 Inserting the table placement COde ee eeeeeeeseseesesseeeesseeessesssssesssasassaesssaaasaaaaaaeeeeeeeeeeeeeaeeeeeaaaaas 21 Converting a W
39. ce the cursor at the location at which you want to insert the table 9 Key in the following with no spaces It will display in green in the TrueCode lt Table gt See the picture below for an example Your code may look slightly different depending on the contents of the file However the table marker code should go below the topic heading which is between the lt H1 gt and the lt H1 gt tags NOTE lt H1 gt and lt H1 gt are codes indicating formatting for Heading 1 Tags indicate formatting placement lt HTML gt lt HEAD gt lt l SMVDS appf RoboHELP HTML Editio Dey Inc F69 3 lt l SMVD templater O O 3 l SMVDS color 16 e22b8a Blue l SHVDS fontset Verdana VYerdang TITLE Premium Rate Table TI YL lt TI lt META NAME generator CONTENT Robo Fdition gt lt SCRIPT LANGUAGE Javascript TITLE lt SUCRIPT gt lt LINE REL StyleSheet HREF styles ces lt META HAME MS HAID CONTENT Tiyl gt lt BODY ONLOAD BSSCOnLoad i ONCLICE lt H1 gt Premium Rate Table TI YLjI lt H1 gt lt P gt lt 1 Table tt gt lt A BODY gt lt HTML gt 10 If the code lt BODY gt jumps to the same line as the Table code press lt Enter gt and it will return to its correct position 11 Click the WYSIWYG tab caf WYSIWYG TrueCode a6 Link View E Topics The code you inserted into the file dis
40. ck in the check box the gridlines will display If there is no check in the check box the gridlines will be hidden Applying lines When changing the charts in Excel you may need to move the lines around the borders to cells in cells to reshape the sections of the chart Follow the steps below to add or delete Excel lines from a cell 1 For this example open Chart A in Excel 2 Select the cell in the chart to which or from which you want to add or delete a line NOTE If you want to see where the cells are to make it easier to select a cell turn on the gridlines See Showing hiding gridlines in Excel on page 97 98 e Appendix A Updating Underwriting Charts Creating a border around a chart 3 T Updating Product Manuals in RoboHELP HTML Select Cells from the Format menu The Format Cells dialog box displays Format Cells Ei Es Mumber Alignment Font E order i Fatterns Protection Presets Mone Outline Inside Border are Text Baie r Color Automatic The selected border style can be applied by clicking the presets preview diagram or the buttons above Click the Border tab The line style used is the fifth one down in the right column of the Style box in the Line section It is outlined in the picture above Click the Style to select it In the Borders section click on the sides of the box on which you want to put lines In the picture above the cell will have a
41. ct in RoboHELP HTML if it is currently not open See Launching the RoboHELP HTML program on page 1 if RoboHELP HTML 1s not open and Opening the Agent s Manual project on page 12 if RObOHELP HTML is open but your project is not 2 When the project is open click the plus sign next to the HTML Files Topics folder in the left pane or double click the folder to open the folder 3 Click the plus sign next to the htm folder or double click the folder to open it Chapter 2 Changing the Agent s Manual e 13 Updating Product Manuals in RoboOHELP HTML This displays the folders that correspond with the products Agent s Manual or sections Service and Underwriting within the help file Spectra Specul 4 Right click on the htm folder A popup menu displays Hew Topic Import A Edit E WIEN Henane Delete ite Shown apie Links Show lope Heleentes Smat ndes ome Properties Statue d 2 Help 14 e Chapter 2 Changing the Agent s Manual gt 6 J Updating Product Manuals in RoboHELP HTML Select New Folder from the popup menu A new folder is added and the text is highlighted CJ Glossary H E Mpwl Key in the name of the product preferably using the acronym for the product to keep the name short For this example key in Tiyl for This is your Life 9 HTML Files Topics Sy hm J E Sylt AccFro Ap E al E wilgi Glossary pt ha pul Riders Press
42. e Ager Led Ure Thay ere te ee ete ot Meee Pork er ron a fe miry Ps aro Ta eae Te eee ye i Oe FERE W ina fra parse ah ia ee ais j LP ET THT r HENE AE Lite ee Ee F T Ea E ne vit el Ge awa r I i PERT s z A ri W mire F O hiid k iaa The rinman comigeed m fee mareal m mirar L grees Velde e m eed a bow ese Peers mE The Dangi reper Eee rep Se beri cor cede ee cored GER The ce panar to Ha eee lee er cee ees F gn AR Spectre ibe F kaeT a Lire ae LE ee BL Te Efi phe Lent dal ieee eee N rgia emar Like PL cheered AJETI ane oot gulberoed of oF phe j P riter feed er ees oy eia m pee Pires ee sitter in the sigis ari for ae ri p boy OF i ere a i A serie ae Ye Lite PAAL Posting WebHelp To post the WebHelp project to the New York Life Online intranet server files to a server you need to copy all of the files within the WebHelp folder for each project to a folder one folder per manual Agent s Manual and Service and Underwriting The files must be kept in their own folder the name of this folder doesn t matter to the WebHelp files because the start file for each manual has the same filename index htm Also you must preserver the directory structure within the WebHelp folder such that the links within the project still work Exiting RoboHELP You can exit RObOHELP HTML in one of two ways HTML 1 Click the X in the upper right corner of the screen x OR 94 e Chapter 11 Intranet sit
43. e you must set up the RODOHELP file with a code to accept the table The procedures cover converting rates tables created in Word and Excel Procedures Before saving the table in Excel as and HTML table you must insert a table marker in the file in RODOHELP HTML which you are going to insert the table 1 Open your project in RoboHELP HTML if it is currently not open See Launching the RoboHELP HTML program on page 1 if RoboHELP HTML is not open and Opening the Agent s Manual project on page 12 if RoboHELP HTML is open but your project is not 2 Click the plus sign next to the HTML Files Topics folder or double click the folder to open the folder 3 Click the plus sign next to the htm folder or double click the folder to open it This displays the folders that correspond with the Products Agent s Manual or sections Service and Underwriting within the help file 4 Click the plus sign on the product folder containing the topic to which you want to add a table or for which you want to change a table For this example select the Tryl folder Tersi E Ti Ei Availability TIL F Premium H ate Table T lrL Chapter 3 Converting rate tables to HTML format e 21 Updating Product Manuals in ROboOHELP HTML 5 Double click on the topic title to display it in the right hand screen For this example double click on the Premuim Rate Table TIYL topic The topic displays in the right hand pane a
44. e Jpeg C 242108 E Carpi bi A 0 5S Piao tte oi C 160010 E Carpe lo Eert 1 Ce e Open the rate or other table in Excel if it is not already open 2 Highlight the cells of the table Mecnocall Ecel Sampah ale able sls S 5e Edt yew frsert Format Toos Qeta jaindory biep 0 o glit d SB ee BF UPR Bao 2 7 Clase A Special Class Minirnum Monthly Class A Special Class Minimum Monthly Premiums Per 41000 Add 40 50 policy constant per month AGE NALE E USISEA FEMALE AGE MALE amp URISES FEMALE o S1 41 1 F 1 50 m fi Br a 68 Chapter 3 Converting rate tables to HTML format e 25 Updating Product Manuals in RoboHELP HTML 3 Select Save as HTML from the File menu The Internet Assistant Wizard dialog box displays Inher Agtiheant Wiradi Sten I of 4 Sealed 1s en Ss oS Se A a A Di 4 Accept the default on the Step 1 screen and click Next gt The Step 2 screen displays Inteenet Agtisbant Wirand Step 7 of 4 5 Select the Insert the converted data into an existing HTML file just the table will be created option 26 e Chapter 3 Converting rate tables to HTML format Updating Product Manuals in RoboHELP HTML 6 Click Next gt The Step 3 screen displays e u ll beri fgcittent Wira Stem J of 4 7 Select the Open the file directly option 8 Click the Browse button The Select your HTML file dialog box displays fel wou HIHI i ae fo Sep lela miei S 9
45. e MT Lite Applicable to Base Policy and Other Covered Insured Rider Add 40 50 policy constant per nonth F AGE MALE amp UNISEX FEMALE AGE Pe dl E amp UNISEX FERAL E 0 00 p 53 o 36 anoo os 0 33 1 00 7 1k 0 12 42 00 D 45 0 36 2 00 12 l 0 11 43 00 0 48 0 39 7 Select the entire table a Click anywhere in the table b Select Select from the Table menu c Select Table from the result submenu Insert d Merge Cells Lol FA Split Cells Column Table Properties Cell Properties Updating Product Manuals in RoboOHELP HTML 8 Right click anywhere in the table to get the following pop up menu 10 11 12 13 rally m aimi P i ai Se ie Aa eres yi Select Table Properties The Table Properties dialog box displays Table FProperinas NOTE The Table Properties listed in the following steps are the same for all tables formatted in the Agent s Manual Under Width Options select the number next to AS Percent Change it to 100 and press the lt Tab gt key Under Borders Spacing Thickness should be O zero Grid Thickness should be O zero Chapter 4 Formatting e 33 Updating Product Manuals in RoboHELP HTML 14 Cell Padding should be 2 Your input screen should resemble the following Table Properties 15 Click OK Formatting the cell Follow the steps below to correctly format the cells such that they display
46. e files and closing RoboHELP HTML Updating Product Manuals in RoboHELP HTML 2 Select Exit from the File menu 3 Did you Save your work before Exiting Not to worry ROboHELP HTML saves the work as it exits Chapter 11 Intranet site files and closing RObDOHELP HTML e 95 Updating Product Manuals in RoboHELP HTML 96 e Chapter 11 Intranet site files and closing RObOHELP HTML Updating Product Manuals in RoboOHELP HTML Appendix A Updating Underwriting Charts Key Concepts This chapter explains how to update Chart A Chart B and Chart C in the Medical section and the EAL Chart in the Special Plans and Programs section of the Service and Underwriting manual Procedures Showing hiding For the following procedures you will need to switch between showing and gridlines in Excel hiding the gridlines on the worksheet Follow the steps below to do this 1 Open Microsoft Excel and open the chart file you want to change 2 Select Options from the Edit menu Tools Data Window Help a Aubolorrect Track Changes n Protection H Goal Seek Scorn auditing Macro Add lrs Appendix A Updating Underwriting Charts e 97 Updating Product Manuals in RoboHELP HTML The Options dialog box displays 3 Click the View tab if it is not already the active tab 4 Inthe Window options section of the dialog box click the Gridlines check box to turn on or off the gridlines If there is a che
47. ect tab double click the title of the topic for which you want to change the properties For this procedure we are selecting the Availability TIYL topic Term 90 7 ee H E TI 2 Right click anywhere in the topic Chapter 2 Changing the Agent s Manual e 17 Updating Product Manuals in RoboOHELP HTML A popup menu displays de Cut Gopi Ea Faste Edit Styles Topic Tet Insert Edit Image A Insert Edit Hyperlink aie Show Topic Links gg Preview Topic Clear Hyperlink 2 Help Properties Select Topic Properties from the popup menu The Topic Properties dialog box displays Topic Properties Rak QA Indormation Types dtvanced ET Gere Swe A Appere O indes Topic Tiie EM Fie Name diiit pled bri 4 Make any desired changes to the topic properties such as changing the Topic Title and click OK when you are finished NOTE 18 e Chapter 2 Changing the Agent s Manual When you change the Topic Title the File Name DOES NOT automatically change If you want the Topic Title and the File Name to be the same change the File Name manually to match the Topic Title Be sure to leave the htm extension on the end of the File Name In addition when you change the Topic Title in the Topic Properties dialog box the title of the topic in the topic on the right side of the RObOHTML window does not automatically change You must manually chan
48. erm Rider STE The formatting completed to date in the text shows all Riders bolded all products displayed in italics and other items bolded or displayed in italics as a specific topic would warrant Formatting is generally a matter of personal taste or style or a matter of bringing attention to specific words or concepts in a particular file For Topic Titles use the Heading 2 style except for the Introduction which should be formatted with the Heading 1 style To change the style on a paragraph select the style from the Style drop down list in the toolbar See the graphic below k RoboHELP HTML gentan Availability File Edt View Insert Format DHTML Table TPE T 7 oe Heading 1 I Verdana ha 12pt Heading 1 Heading 2 Heading 3 10pt T 1 Opt T Upt ogy Mpwl Heading Heading 5 Chapter 4 Formatting e 37 Updating Product Manuals in RoboHELP HTML 38 e Chapter 4 Formatting Updating Product Manuals in RoboOHELP HTML Chapter 5 ALinks and Related Topics Inserting an ALink through Topic Properties Overview This chapter provides procedures on inserting ALinks ALink buttons and Related Topics buttons into topics These features provide easier reference for the user when researching information on items that are related to the currently selected topic Procedures ALinks are used for connecting the files within one Product or section For example all of the SYLT topics ha
49. ers Select the topic table again Scroll to the DOT topics Right click the next topic to be moved and select Cut from the pop up menu Right click the DOT rates subkeyword and select Paste from the pop up menu Chapter 7 Indexing e 67 Updating Product Manuals in ROboOHELP HTML 16 17 18 68 e Chapter 7 Indexing The next topic is moved from the list of topics indexted to table to DOT rates and is displayed in the Topics for DOT rates window opic for DOT rates DOT Female Nonsmoker Special Class Extra Premiums Riders DOT Female Premium Aate Table Riders Continue cutting and pasting topics until you have decreased the number of topics from the overused keyword by the number of files it reported were truncated You may need to create several subkeywords to divide the topics into logical indexes Re compile There should be no more problems or warnings in regard to overused keywords reported during this compilation Updating Product Manuals in RoboOHELP HTML Chapter 8 Table of Contents Creating a book in the TOC Overview When you add a new Product to the Agent s Manual you need to add it to the Table of Contents Once you have added the new book s you will need to print the Table of Contents TOC in order the create a Browse Sequence in the help files See Chapter 10 The Browse Sequence on page 81 for information on creating a browse sequence Procedures To c
50. format to GIF format Follow the steps below NOTE This procedure assumes you have access to Paint Shop Pro Open Windows Explorer and navigate to the directory in which the Excel file containing the desired chart is kept Double click on the chart s filename to open the file in Excel Make sure there are empty rows directly above and below the chart and empty columns directly to the left and right of the chart See Creating a border around a chart on page 99 for instructions and for the row height and column width values 100 e Appendix A Updating Underwriting Charts Se oS a Updating Product Manuals in RoboHELP HTML NOTE If you can t see the gridlines see Showing hiding gridlines in Excel on page 97 for instructions on turning on the gridlines a CHART 5 3 REGULAR REQUIREMENT RULES 1 4 rihi s mnan re Highlight the chart with the rows and columns right around the outside Turn off the gridlines See Showing hiding gridlines in Excel on page 97 NOTE If the gridlines are left showing they will display on the picture when saved as a graphic file Select Copy from the Edit menu Select Exit from the File menu Open Paint Shop Pro from the Start menu Select Paste As New Image from the Edit menu Appendix A Updating Underwriting Charts e 101 Updating Product Manuals in RoboHELP HTML 10 Select Save As from the File menu The Save As dialog box displays Saame lt a Tes
51. g box 9 Click Add Chapter 5 ALinks and Related Topics e 45 Updating Product Manuals in RoboHELP HTML The ALink displays in the ALink Names in Control list on the right side of the dialog box ie eee eee Pe re ee 10 Click Next gt The Display Options screen displays 11 Select the Popup Menu option in the Choose Topic From section 12 DO NOT specify a Window or a Frame 13 Click Next gt 46 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboHELP HTML The Font Options screen displays ALink Wwizand Font Options Fori ter ae webdlings F whiteLake F Wingding i Alum w f F AaBbhtyZz F forthless 14 Select Verdana from the Font list 15 The Font Style should be Regular and the Size should be 8 These should be the default values 16 Click Finish The Related Topics button is inserted at the cursor s location in the topic The following picture displays an example ALink button Riders Hoodents Gest Benehit A068 Disability Waiver of Premium WF Dehen te Purchase Paid up Addins OPP Other Covered Insured oct Dividend Option Term DOT cocuse s and Children s insurance Children s lngurance C1CT Living Benefits Rider LBR Unemployment Rider UR Cupplenemtary Tern Bader STR Copy an ALink The ALink button you created in the first topic needs to be copied to all topics button to all linked it is related and linked to
52. ge the title Updating Product Manuals in RoboHELP HTML You can view the topic list on the Project tab in the left pane by filename Changing the topic or by topic title Follow the steps below to change the view of the topic list list view on the Project tab NOTE Changing the view to By Topic Title will make it easier later when creating Related Topics buttons See Adding a Related Topics button on page 49 for more information 1 Click the Project tab at the bottom of the left pane Ir Project g TOC X Index 2 Glossary aa Tools 2 Select either By Topic Title or By File Name from the View menu The current selection has a check next to the option Toolbars d RoboHELP HTML Gallen Ctrl L W Left Hand View Output View Pane d EE By File Name Expand All Collapse All i Empty Folders Ctrl gg availabilitytiyl htm Chapter 2 Changing the Agent s Manual e 19 Updating Product Manuals in RoboHELP HTML 20 e Chapter 2 Changing the Agent s Manual Updating Product Manuals in RoboOHELP HTML Chapter 3 Converting rate tables to HTML format Inserting the table placement code Overview This chapter provides procedures for converting rates tables to HTML format You can create the rate tables in Word or Excel and then convert them to the necessary format to import to RObDOHELP HTML or you can create the tables directly in RODOHELP Before you begin the conversion process of the tabl
53. h tab 94 server posting WebHelp files to 94 Service and Underwriting charts updating 97 102 showing gridlines in Excel 97 styles 37 subkeywords 59 creating 62 7 table of contents 69 adding pages to a book 77 creating a book in 69 printing 73 table placement code inserting 27 table properties 32 tables converting 27 converting from Excel to HTML 29 converting from Word to Excel 24 creating in RoboHELP HTML 37 tabs ALink 40 Border 99 Contents 94 Index 41 61 63 64 77 94 Project 17 19 39 43 47 49 62 amp 1 Search 94 TOC 69 71 73 Topics 42 71 TrueCode 22 View 98 WYSIWYG 23 target 92 testing a Browse Sequence 85 text formatting in topics 37 TOC 69 Index e 105 Updating Product Manuals in RoboHELP HTML 106 e Index adding pages to a book 7 creating a book in 69 printing 73 TOC tab 69 71 73 topic list view changing 19 topic properties 39 changing 17 topic text formatting 37 Topic Title 49 view by 19 topic titles 37 Topics tab 42 71 TrueCode tab 22 truncated index entries repairing 64 tutorial advanced lessons basic lessons printing advanced lessons 5 printing basic lessons 5 printing both basic and advanced lessons 6 U Underwriting charts updating 97 updating charts in an HTML Help project 102 Underwriting charts 97 V view by File Name 79 Topic Title 79 View tab 98 viewing WebHelp 93 W WebHelp generating 89 viewing 93 WebHelp files posti
54. ic and repeat the above steps to index the next topic 16 Continue indexing until you have provided keywords for all new topics and or new products added to the Agent s Manual Repairing truncated When you compile the file to test it make note of any error messages or index entries warnings that may appear If you overused a keyword to index topics it will index what files that it can and truncate the rest Truncated files may or may not be viewable when using the Help feature To repair the Index so that there are no truncated files do the following 1 Select the Index tab in the Project Manager A Index Glessery Toots 2 Select the keyword that has been overused For this example we have used the keyword table to demonstrate how to make a correction Project TOC Select the keyword table from the list 4 Look through the list for topics that have a common theme For example in this list there are ten 10 DOT rate tables These tables could be placed under a Subkeyword that is under table 64 e Chapter 7 Indexing J Updating Product Manuals in RoboHELP HTML Right click the keyword table to get the following pop up menu amp Ge Ha Copy Mowe Li Debie Rename is Eind Topic TF Smat Indeg Wizard Far Propesmers fe Help Select New Select Subkeyword from the resulting submenu EA Keyword Subkepword An input box displays for you to key
55. ick the Back button on the toolbar to return to the Tiyl Availability page 12 Scroll down to the bottom of the page and click the Related Topics button Related Topics The Topics Found window displays a list of all topics linked to this button Chek topo fren cick Display CST Adel Fer S 13 Click the Cancel button 14 Close the Run window by clicking on the X in the upper right corner of the screen x Chapter 9 Saving Compiling and Previewing Your Work e 79 Updating Product Manuals in RoboHELP HTML 80 e Chapter 9 Saving Compiling and Previewing Your Work Updating Product Manuals in RoboOHELP HTML Chapter 10 The Browse Sequence Overview A Browse Sequence allows the users to move forward and backward in a Product in an order that you define based on how you want the pages and information to flow The following procedures provide the steps necessary to create and test a set of Browse Sequences Procedures Creating a Browse You can be anywhere in the project to produce a browse sequence You need Sequence not be on a particular tab However we are instructing you to click the Project tab for consistency only 1 Click the Project tab on the right pane ee Project ta TOC E Index 2 Glossary g Tools Chapter 10 The Browse Sequence e 81 Updating Product Manuals in RoboHELP HTML 2 Select Browse Sequence Editor from the Tools menu Tools Reports d rae
56. ics click the down pointing arrow to access the Folder drop down list and select Tiyl 82 e Chapter 10 The Browse Sequence Updating Product Manuals in RoboHELP HTML Browse Sequence Edig wie Topi F Premium Plate Table 4 Click the New button to create anew Browse Sequence JA New Agati Hawg Dvemisn F 4 Seo Prene amp BS Chattable Adustatde Lite E replat Archuleta Life Employee s hole Lile Gusranis Employee s hol Lie Simpited lh Free veer Levi Tem CS lrcteasing Premian Tem Modded Premam stole Lig l fe fe fF HH j Ridas Single Premium Lis lh Spectra Life lh Spectra Variable Unrversal Life j Surnia y angie irnata Li Suar hole Lie Tapt Lie 508 Temi 0 h Vasabio Liriverza Lile A Mababa Urna Liia TOM a Lie E E E H Chapter 10 The Browse Sequence e 83 Updating Product Manuals in RoboHELP HTML 5 Key in This ts your life as the title and press lt Enter gt Agat Manual Dyess h Asa Preserves Chantable Aduistable Like Efeplvee s Ahuretlaide Life Emplopees s Whole Lle Gusranis Employee s Whole Lie Simpited Oy Free eer Level Tem Incitaasng Prema Terr Modia Fremen Fapa Lig i Aidas Single Premium Life Spectra Lite Spectra Vaniabit Unrasisal Lite j Suhri H aada rata Lif Tuih hole Lie A Tapt Lie 307 Tomt 30 i J l fe e a H H HI i jE e H my ababa Liria Liki i a
57. ink adjusting the New York Life Online 9 links 53 creating from existing text 55 creating new 53 list view changing topic 19 lists creating bulleted 36 creating numbered 35 M Microsoft Internet Explorer 93 new product folder adding 3 new topics adding within a product folder 5 New York Life Online link adjusting 9 Notepad 9 numbered lists creating 35 Updating Product Manuals in RoboHELP HTML O opening RoboHELP HTML 7 opening the Agent s Manual project 2 opening the RoboHELP HTML Edition tutorial 4 overview converting rate tables to HTML format 21 P pages adding to a book 7 7 placement code inserting table 27 posting WebHelp files to a server 94 previewing your work 75 77 primary target generating 76 running 77 85 printing advanced lessons 5 basic lessons 5 basic lessons and advanced lessons 6 printing the table of contents 73 procedures RoboHELP HTML Edition tutorial product folder 5 adding new 1 3 project backing up 9 opening 2 project files saving 75 Project tab 17 19 39 43 47 49 62 8l properties cells 34 changing topic 7 tables 32 topic 39 R rate tables converting 2 Related Topics buttons 39 49 adding 49 repairing truncated index entries 64 RoboHELP HTML creating tables in 3 exiting 89 94 launching RoboHELP HTML Edition tutorial 1 opening 4 running the primary target 77 85 S saving 75 saving the files in your project files 75 Searc
58. line on top of it and a line on the left side Click OK to accept your changes Each chart must start in Row 2 Column B so that there is a blank border around the chart There should be empty rows above and below the chart and empty columns on the left and right sides of the chart Follow the steps below to make the height of the empty rows consistent and the width of the empty columns consistent l 2 Select any cell in the row directly above the chart Select Row from the Format menu and select Height from the resulting submenu that displays The Row Height dialog box displays Row Height Row height m E x Cancel Key in 7 5 in the Row height edit box Appendix A Updating Underwriting Charts e 99 Updating Product Manuals in RoboHELP HTML Creating a chart graphic from a chart Excel file 4 Select any cell in the row directly below the chart and follow steps 2 and 3 again Select any cell in the column to the left of the chart and select Column from the Format menu and select Width from the resulting submenu that displays The Column Width dialog box displays Column Width Column width fi Cancel ce Key in 1 in the Column width edit box Select any cell in the column directly to the right of the chart and follow steps 5 and 6 again In order to insert an updated chart into the Service and Underwriting HTML Help project you need to convert the chart from Excel
59. naba iyaa L 2000 hoe Life H 6 Make sure This ts your life is selected 7 Select the first topic you would like in the Browse Sequence from the list under the Available Topics drop down list 8 Place the mouse on the icon hold the mouse button down over the icon drag the icon to the Tiyl folder and release the mouse NOTE A yellow arrow moves to the new location When you release the mouse the topic s move to the line targeted by the yellow arrow rae Senco E ics Ei ipeni H a e b Qe Prema Carel le plug nde ie Eres idna ite ee W hie ee Dh Engpiiessy Whole Lite Cirpi Fre Tes Laai Tam ince iae Te h Hodaj Peran itea Lis Ta i PEA Ay a TA ing Peren Lis Spee Li TOR dee TD GEHI Vs o Lite i j errema Yared Lir Lil Sarrranchap hes Lie Dh Veet Lie SL Fearn bo ls i J j j I I i j E IE E k j n Bs f Vadai Ureveital Lite Yamada U never Life DOE CS hoi Lie 84 e Chapter 10 The Browse Sequence Updating Product Manuals in RoboHELP HTML 9 The topic will display under the Product and a minus sign will appear next to the Product Agat Hawg Dvemisn h sa Promus Ih Chaitabie Adusabia Lite E mpi Suria Lite Employee s hole Lile Gusranis Employee s hole Lie Simplified lh Free veer Levi Tem h Ircteasng Premian Tem Meche Frene 4 Paa Lig Fida Single Fremem Life lh Spectra Lie
60. nd is available for editing Premium Rate Table TI L Type topic text here 6 Ifthere is a table that needs to be replaced already in this file highlight the table and delete it NOTE When higlighting a table to be replaced be sure you include both the opening table tag lt TABLE gt and the closing table tag lt TABLE gt See the picture below for an example lt HTHL gt lt HEAD gt l MVDS appl RoboHELP HTHL Edition by Dey Inc 769 gt lt l HVD templatef OO 0 gt l MVD color 16 e 2h a Blue Vio l SHVD fontset Verdana Verdana i TITLE Product Specifications SULI lt TIT MHETA NAME generator CONTENT RoboHELP Edition gt lt SCRIPT LANGUAGE jJavascript TITLE B5S5 lt SCRIPT LINE REL Stylesheet HREF styles cas lt lt BODY ONLOAD BSSCOnLoad ONCLICK BS lt H1 gt Product Specifications SUL lt H1 gt lt P gt 20 90 both insured lives lt BODY gt lt HTHL gt 7 Click the TrueCode tab on the bottom of the right hand pane aay WYSIWYG TrueCode 236 Link View Topics 22 e Chapter 3 Converting rate tables to HTML format Updating Product Manuals in RoboOHELP HTML For this example we want the table code to replace the text Type topic text here so select those words in the topic NOTE In general highlight the text you want to replace and delete it or pla
61. need to index them under the main word Premium and a subkeyword for example Female in order to not overuse the keywords Overuse of keywords will cause the program to truncate those topics that fall outside the maximum usage of the keyword These topics may or may not show in the displayed list when the keyword is accessed through the index To avoid overusing one keyword create a keyword and a subkeyword whenever possible See Repairing truncated index entries on page 64 to correct any keyword overuse Procedures The following procedures show you how to create a keyword and a subkeyword for the Index Follow the steps below to create an index keyword for a topic 1 Launch RODOHELP HTML Refer to Launching the RoboHELP HTML on page 1 2 Open AgentMan MPJ 3 Double click the HTML Files Topics folder on the Project tab 4 Double click the htm folder 5 Double click the TIYL folder Chapter 7 Indexing e 59 Updating Product Manuals in RoboHELP HTML 6 Double click the Availability TIYL file or the first file in the folder 7 It should be displayed in the WYSIWYG pane on the right 8 Right click the mouse anywhere in the pane to get this pop up menu iy Euf 52 ony et eerste E Topic Properties 9 Select Topic Properties Topic Properties 60 e Chapter 7 Indexing Updating Product Manuals in RoboHELP HTML 10 Select the Index tab 11 Topic Properties Key
62. nesdncsdnsdancsaadednasdsavenasnencdeasnentendedavsdsasdessennsnereatnnantenns 89 Adjusting the New York Life Online link 0 0 cccceceeeeseeeessseessesessssssseeseeeseeseeseeeeeeesessseeseseeagas 91 Viewing WebHelhp files ceeeeessesssssssssssesssssssssssssssssssssssssesssssesssesssssssssssesssssssssssassssaessaaaaas 93 Posting WebHelp files to a Servet ccccceeeeseeeeeeseeeeeeesessesssssssssesessessssesesssssesesssssssaasessaasaaegaas 94 Exiting RODOHELP HIMO aeriene enian n Ear n ri AE E Een eenean iei Enare r iip Eeki 94 Appendix A Updating Underwriting Charts 97 Keo COn D iana E E D EE E tase levied 97 Procedures sccccaceisedsi cin caresendnsceaescasnctsatscesauesescoseassstennecsacsscascduua E EEEa EAE 97 Showino hiding gridlines mM FX CCI jc ccscisavstsesnanstinavustaninneiteinasinasastanndateanitnatasanncetaaaniaslessieseeatsaeseearonsveses 97 Applying lines borders to cells in Excel cccccceeeeeeesessesssssessssssssssssssssssssssssssssssssssssseeaaaaaes 98 iv e Contents Updating Product Manuals in RoboOHELP HTML Creatine a border arGunnd achat escasa T A 99 Creating a chart graphic from a chart Excel file oo ccccccsscccceeeecceeceeeeeeeeeeeeeeseeseeseeeseeeeeees 100 Updating the charts in the HTML Help project 0 0 0 0 ceeeeseeeseeeessssssessssessssssesssssssssssssssseesaaas 102 Index 103 Contents e v Updating Product Manuals in RoboHELP HTML vi e Contents Updating Product Manu
63. ng to a server 94 Word tables 2 converting to Excel 24 WordPad 9 WYSIWYG tab 23
64. o Purchase Paid up Additions OPP Other Coverad ngured OCT Oividend Ophon Term DOT Spouse s and Childrens rsurance Chidren s nsuranee SOCI Living Benefits Rider LAR Unemployment Rider UF Supplementary Term Aider STR 52 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboOHELP HTML Chapter 6 Creating a Hyperlink Creating a new Hyperlink Overview Hyperlinks allow you to refer to other parts of the manual for additional information and allow users to access the additional information by merely clicking on the link A Hyperlink is displayed as underlined blue text Procedures The following procedures explain how to create a hyperlink to add to text and how to create a hyperlink from existing text To add a new hyperlink follow the steps below l 2 3 4 5 6 Launch RODOHELP HTML Open AgentMan MPJ Double click the HTML Files Topics Double click htm Double click the Availability file Place the insertion point in between the word Riders and the semicolon 1 in the topic text in the right pane Key in a set of parentheses and place the cursor between them Riders if Accidental Death Benefit ADE Disability Waiver of Premium WP Click the Insert Hyperlink button on the Toolbar a Click the down pointing arrow to access the Select Destination File or URL drop down list Chapter 6 Creating a Hyperlink e 53 Updating
65. oHELP HTML by doing the following l Click the Table button on the toolbar ml Select four squares to make a 2 X 2 Table 2 x table Key in information in the cells We have keyed in the following information just for fun a Cell Al Woman b Cell A2 Resident of the State of Acrylic c Cell B1 Born on February 29 d Cell B2 Must smoke a corncob pipe Awalik f TEL Click outside the table and press the lt Enter gt key to move the insertion point one line below the table Chapter 4 Formatting e 31 Updating Product Manuals in RoboHELP HTML Formatting the table properties 32 e Chapter 4 Formatting Follow the steps below to put the correct table formatting on the rate table you converted into HTML format in the previous chapter For your project substitute your folder name and filenames for those provided in this tutorial NOTE When you are finished formatting the rate table you imported try formatting the table you created in the Creating a table in RoboHELP HTML procedure on page 31 1 Launch RODOHELP HTML 2 Open the AgentMan MP4 project from the list 3 Double click the HTML Files Topics folder to expand its contents 4 Double click the htm folder to expand its contents 5 Double click the Tiyl folder to expand its contents 6 Double click Premium Rate Table TIYL filename The topic displays in the right pane Premium Rate Table TI L PIM MeOH Pe
66. oey 0 SCA Ayvedabaity Fleders Fim 4 Cf S010 bersis Aidas Up Aidt COPE 54 e Chapter 6 Creating a Hyperlink Updating Product Manuals in RoboOHELP HTML 12 Click OK A link is established at that point Availability TTYL Creating a Hyperlink from existing text You have the option of creating a hyperlink for text that you have already keyed into the topic file For example Disability Waiver of Premium WP is also a topic that may be found in the Agent s Manual You may turn this list item or any other like list item into a hyperlink 1 Select Accidental Death Benefit ADB Riders Riders Overview Accidental Death Benefit ADE Disability Waiver of Premium WFP Chapter 6 Creating a Hyperlink e 55 Updating Product Manuals in RoboHELP HTML 2 Click the Insert Hyperlink button Heppaacr lirik t Py Avadabdty of Ride eh Hive Pokey Fi y ai E ee PR a Sir E ee i k NOTE The Link From edit box is already filled in with the selected text 3 Click the down pointing arrow to access the Select Destination File or URL drop down list 4 Select the Riders folder 5 Scroll through the alphabetical listing and select Accidental Death Benefit ADB Riders iil in Acti aia al Death Benefit AD Riders A Ayvalabens Aidersi rA a By aed oe Ti a a ADD Ahan Rider Ends Eiers F Ld Pr uit bee s if ler Li Pet ci 6 Click OK 56 e
67. on progress and notes any errors warnings etc that may appear during the process Coleg oper Lea g r NOTE If you use a keyword too many times during indexing you will get a warning message that it has been overused and some of the files it was indexed too have been truncated Truncated files may or may not be accessible from the Index during use See Repairing truncated index entries on page 64 to repair truncated indexing 76 e Chapter 9 Saving Compiling and Previewing Your Work Previewing your work Updating Product Manuals in RoboHELP HTML After the file has been saved and compiled you may preview it and check the features you have set up 1 Click the Run Primary Target button im 1 Cias a LE i ee T i i PP L G LEJE I E Ji Piihi a aa ee N i E ae a Ps el ee ee eG ee E Pe eee ee ee ee ee ees BL i a PS e ee a Le 2 ep SS p g ee ee ee ee papa ey Wes mpa by kai op i Se ee p mi ee oe gpp p y ra y er be amp 2 The Index tab may not be the active tab when you run the help file If it is not the active tab click on it to activate it Click in the Type in the Keyword to find edit box 4 Keyinavailability Notice the list jumps to the word availability 5 Click the Display button at the bottom of the listing Display You will see a list of all topics that are indexed to the keyword availability Tapice Found E3 Chick a lapie ther elk Diy
68. ord table to Excel oo ccccccccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeess 24 Converting an Excel table to HTML format 200 0 ccccccccceceeceeeeeeeeceeeeeceeeeeeeeeceeeeeeceeeeeseeeeeeees 23 Chapter 4 Formatting 31 SEE N E E AE E E N 31 Procedures a csastewsasccstacesecesnsasistensecesasscpsiasueouspsadsascasseesaseanbauaossseassadsuepsccussseusseameueaeessauactesnianacestbiaasseansvesastenss 31 Creating a table in RODOHE LP FT MU nesistengia ei aeaa aS ia 31 Formatting the Table properties x ssssacssacasbaadsGsencessenshuadannduwcnseee sh oiunndncanseaubbacsasssnnuntnemembiaconneasbhasenseienss 32 F rmatine theccll Properes sospese riu eeu EEEa ae Eea EEANN E aaa EEANN EE EENE EERENS 34 Creatu a nmin berd DSi enis EE E ess ete erie i meivancen tenn 35 Croinn a IES tiressi E E E E EE a SE 36 EO tet GEMINI Exi TEV OPCS eree toupenn a OaE EE OE a eE NEEE ORE ERO E EEAS 37 Chapter 5 ALinks and Related Topics 39 OVE EVIE rr EEA O E E EOE EE N ET EEA 39 MOC CON C8 ceren E A T 39 Inserting an ALink through Topic Properties cccccceeeseesesesessessssssssssssssssssssssssssssssssssseeeeaeas 39 Inserting an ALink using the Index tab ccesssssssssssessssessssssssssssssssssseeeeeseesaesassssesseeesaeeas 4 Addin AAAI DOUNON ace ncas2ncrnae sescrnacatucnnaessuarnadasecnmndesuaruadasucnnaessatenedaseenmadssuannedssectuaeseetenscaceennsess 43 Contents e iii Updating Product Manuals in RoboHELP HTML Copy
69. osing RoboHELP HTML Adjusting the New York Life Online link Updating Product Manuals in RoboHELP HTML 4 Click Finish ROboOHELP HTML generates the necessary files These files are placed ina WebHelDp folder within the project folder Folders ca Desktop My Computer o es 3 Floppy 4 AS Drive C o e _FTISInfo B _HelpDept sa mssetup t Bi tsstot t of 200025 urvey H E Admin Fl AgentManual20002 iL htm gies f ebHelp 5 Select Exit from the File menu to exit ROboHELP HTML Edition The link below the Agent s Manual Overview link in the table of contents links to the New York Life Online intranet site 2 ee dE New York Life Online Five ear Level Term Accumulator Protector When you generate WebHelp the New York Life Online link will display the New York Life Online intranet site in the right frame as pictured below e bukir shime lims l Wi 1 h i i z ih Prem eirp Pp m p E HENN Bebe ee Hl d Ae pee ii E z I irr Lis eb M mu fe nA e 7 is E Armory HENAN FHER A fares ua il Rae _ ah Hel BLEF ie LELEII i miqgerg Brus as SS bi mi Paier FFLe AP T e STRATA ee ALL cate Go MD bo To have the New York Life Online intranet site display in the entire browser window follow the steps below 1 Open WordPad from the Start menu NOTE You may use Notepad however the file you are about to open is too big for Notepad to handle and
70. p agents aninstructione S ample T able Atm all me De If your project displays in the list of recently opened projects select it For this example select AgentMan MPJ this is your copy of the Agent s Manual If not skip to step 4 NOTE It is a good idea to make a back up copy of the original of this file prior to conducting and formatting changes additions or corrections See Backing up your HTML Help project folder on page 9 Click OK Your project opens displaying a list of all the files in your project If your project is not displayed in the list of projects select More Files 12 e Chapter 2 Changing the Agent s Manual Updating Product Manuals in RoboHELP HTML The Open dialog box dislays Lookin Sj AgentManual20002 amp es File name JgentM an MPJ Files of type RoboHELP HTML Project mpi Cancel 5 Navigate to your project directory For this example we are using the AgentManual20002 directory 6 Select the AgentMan MP9 file and click Open You can also double click on the filename to open the project 7 Click Open Your project opens displaying a list of all the topics files in your project Adding a new Each product in the Agent s Manual is contained in a folder within the project product folder When you add a new product you need to add a new folder to contain the files you create for that new product Follow the steps below 1 Open your proje
71. plays as lt gt Premium Rate Table TI L Chapter 3 Converting rate tables to HTML format e 23 Updating Product Manuals in RoboHELP HTML 12 Select Save All from the File menu or click the Save All button to save your changes Converting a Word To convert a Word table into HTML you will copy the table into Excel first table to Excel Follow the steps below Open the rate table file in Word Select the table 2 3 Select Copy from the Edit menu 4 Open Excel 5 Make sure the cell in Row 1 Column A is selected os Microsoft Excel Book E File Edit wiew Insert Format To Dne t Bs Arial 10 B Oo o a OaE A 6 Select Paste from the Edit menu 7 Format the table cells the way you want them centering headings across the whole table and bolding them centering the rates within their cells etc The following picture is an example of a rate table formatted in Excel Mimaso Excel Sampler ates ets S Fie Edit view pest Format Took Data Window Help lO ere Sas RMS S Verdana T B f U M mga Class A Special Clase Minimum Morithl Class A Special Class Minimum Honthiy Premiums Per piii Add 640 50 policy constant per manth AGE HALE amp UNISEX FEMALE AGE MALE amp UNISEX FEMALE EAT 0 51 Ai Oe 0 50 O21 0 1 LF O68 0 Ee 0 16 j 43 F 0 69 0 16 j i 0 20 0 63 0 16 j d 06 0 68 0 16 j i 0 23 Oe 8 To convert the Excel HTML format follow the steps in see
72. reate a new book in the table of contents follow the steps below I Launch RODOHELP HTML Refer to Launching the RoboHELP HTML on page 1 Open AgentMan MP J Click the TOC tab _ Project ta TOC index Gilossery Toots Click the New Book button on the toolbar a Chapter 8 Table of Contents e 69 Updating Product Manuals in RoboHELP HTML The Book Properties window is displayed 5 Key in the Title for the new book as This is your life 6 Under Type make sure Book With no Links is selected 7 Click the Apply button 70 e Chapter 8 Table of Contents Updating Product Manuals in RoboHELP HTML 8 Click OK NOTE Your book has been placed at the top of the list under the Agent s Manual Overview page 9 Place the mouse on the book and drag it to the location in the list where you want it to be and release the mouse T Agent s Manusl Overview ie This i you ie T Giay M Tae es errr we Fee Yea Level Term h Accurulsto Protectes j Asset Preserve i Chiantable Achitable Lie W Ernedceee s Auictable Le We Ermoloyes s Whole Life Simplified Inte w Employee s Whys Life Gumsieed Issue norssi Framium Tem T blodied Preven thoe Lie Ge piia Lite H ag a Specta Vangie Uverca Like Span UL Sings Panum Lils SPL Sunvreoshp Vaneble Unreal Lie SVU Sureorship Whole Lite SL Tam to 90 E Yarabi Unreal Life YUL Yamb Unnersal Life 200
73. should be saving your work frequently throughout the editing process When you exit RObDOHELP HTML your file will save any changes you made automatically Compiling the file when you are done allows you to preview the features such as checking to make sure links take you to the correct file clicking on buttons to make sure appropriate lists display etc This section will address saving your work compiling the file and previewing the features you have created for accuracy Procedures To save all the HTML files and settings in your project follow the steps below 1 Click on the Save All button on the toolbar a OR Chapter 9 Saving Compiling and Previewing Your Work e 75 Updating Product Manuals in RoboHELP HTML 2 Select Save All from the File menu New j Oper CiO Doss Propet Haramni Propect SENE Select Paman Target j Generste F Hiri b Pant Pant Setup fe Pinet Saming ChkShite impot j genih anuahAgeniMen MPJ Pd HebOest AgeniMan MP SCA_HelpDepr iT eha 4 MaleS tencdencSeocker him Ext OR 3 Hold down the lt CTRL gt key on your keyboard and press the lt S gt key Compiling the HTML If you wish to test related topics buttons indexing and or hyperlinks you must Help file first compile the HTML Help file 1 Click the Generate Primary Target button on the toolbar EJ You will see the following Output View screen at the bottom of your screen This screen tracks the compilati
74. the dialog box NOTE The Basic lessons topic has a link to the Advanced lessons topic so both lessons will print 5 Click OK Chapter 1 RoboOHELP HTML Edition tutorial e 7 Updating Product Manuals in RoboHELP HTML 8 e Chapter 1 RoboOHELP HTML Edition tutorial Updating Product Manuals in RoboOHELP HTML Chapter 2 Changing the Agent s Manual Overview This chapter provides procedures for making changes to current Agent s Manual topics and adding new products to the project Procedures Backing up your Before making changes to your project you should make a backup copy of the HTML Help project HTML Help project folder This is so you can make changes and have a backup copy to go back to if something goes wrong Follow the steps below to create a folder backup copy of your project NOTE Before following the steps below make sure you have closed ROboOHELP HTML Edition Select Exit from the File menu 1 Open Windows Explorer and find the folder that contains your HTML Help project 2 Right click on your HTML Help project folder in this example the folder is called AgentManual20002 Chapter 2 Changing the Agent s Manual e 9 Updating Product Manuals in RoboHELP HTML A popup menu displays Explore Open Browse with Paint Shop Pro Browse With Paint Shop Pro Find 9 eHelpStutf Gi Add to Zip C ForHowie Add to AgentM anual20002 zip E FromPublicU Gi zip and E Mail Agent anual20002 zip H
75. ve the SYLT ALink associated with it To access the other 5YLT topics the user clicks an ALink button that displays a dialog box listing all the available topics that relate to SYLT Follow the steps below to add an ALink to a topic We will be using the TIYL example product for this procedure NOTE See Adding an ALink button on page 43 to complete the ALink procedures 1 Double click the filename of the topic on the Project tab to which you want to add an ALink A Tern Esq Til EE Se 3 7 Premium Rate Table TIL Son TI The topic displays in the right hand pane 2 Right click anywhere in the topic pane the right hand pane Chapter 5 ALinks and Related Topics e 39 Updating Product Manuals in RoboHELP HTML A popup menu displays te ott EAT LL ij wr ge Base 3 Select Topic Properties from the popup menu The Topic Properties dialog box displays Topic Properties 4 Click the ALink tab 5 Key in the name of the ALink into the ALink Names edit box For this example key in TIYL 6 Click Add or press lt Enter gt 40 e Chapter 5 ALinks and Related Topics Updating Product Manuals in RoboHELP HTML The ALink is added to the list Topic Properties 7 Click OK Inserting an ALink Another method of adding an ALink to a topic is to use the Index tab using the Index tab Follow the steps below 1 Click the Index tab in the Project pane J Project g TOC Ey Index F

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