Updates for v8.0

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Svetlana Maleeva 2023-12-22 18:37:07 +03:00
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<h1>Create fillable forms</h1>
<p>ONLYOFFICE Document Editor allows you to effortlessly create <b>fillable forms</b> in your documents, e.g. agreement drafts or surveys.</p>
<p><b>Form Template</b> is DOCXF format that offers a range of tools to create a fillable form. Save the resulting form as a <b>DOCXF</b> file, and you will have a form template you can still edit, revise or collaborate on. To make a Form template fillable and to restrict file editing by other users, save it as an <b>OFORM</b> file. Please refer to <a href="../UsageInstructions/FillingOutForm.htm">form filling instructions</a> for further details.</p>
<p class="note"><b>DOCXF</b> and <b>OFORM</b> are new <b>ONLYOFFICE</b> formats that allow to create form templates and fill out forms. Use <b>ONLYOFFICE Document Editor</b> either online or desktop to make full use of form-associated elements and options.</p>
<p><b>Form Template</b> is DOCXF format that offers a range of tools to create a fillable form. Save the resulting form as a <b>DOCXF</b> file, and you will have a form template you can still edit, revise or collaborate on. To make a Form template fillable and to restrict file editing by other users, save it as a <b>PDF</b> file. Please refer to <a href="../UsageInstructions/FillingOutForm.htm">form filling instructions</a> for further details.</p>
<p class="note"><b>DOCXF</b> is a new <b>ONLYOFFICE</b> format that allows to create form templates and fill out forms. Use <b>ONLYOFFICE Document Editor</b> either online or desktop to make full use of form-associated elements and options.</p>
<p>You can also save any existing <b>DOCX</b> file as a <b>DOCXF</b> to use it as a Form template. Go to the <b>File</b> tab, click the <b>Download as...</b> or <b>Save as...</b> option on the left side menu and choose the <b>DOCXF</b> icon. Now you can use all the available form editing functions to create a form.</p>
<p>It is not only the form fields that you can edit in a <b>DOCXF</b> file, you can still add, edit and format text or use other <b>Document Editor</b> functions.</p>
<p>Creating fillable forms is enabled through user-editable objects that ensure overall consistency of the resulting documents and allow for advanced form interaction experience.</p>
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<li>use the <b>Edit</b> or <b>Delete</b> buttons to change the roles or delete them,</li>
<li>click <b>Close</b> to go back to form editing.</li>
</ul>
<p>When saving the form as .oform file, you can view all roles created for the form.</p>
<p>When saving the form as .pdf file, you can view all roles created for the form.</p>
</div>
</details>
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<p><img alt="view form active" src="../images/view_form_active2.png" /></p>
<p>You can view the form from the point of view of each created role. To do that, click the arrow under the <span class="icon icon-view_form_icon"></span> <b>View Form</b> button and choose the required role.</p>
<p><img alt="view form role" src="../images/view_form_role.png" /></p>
<p>Navigate through the form fields using the <span class="icon icon-previous_field_icon"></span> <b>Previous field</b> and <span class="icon icon-next_field_icon"></span> <b>Next field</b> buttons at the top toolbar.</p>
<p><img alt="fill form panel" src="../images/fill_form.png" /></p>
<!--<p>To clear all fields and reset the form, click the <span class="icon icon-clear_fields_icon"></span> <b>Clear fields</b> button at the top toolbar.</p>-->
<p>To <b>exit</b> the viewing mode, click the same icon again.</p>
<h2>Moving form fields</h2>
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<h2>Clearing form fields</h2>
<p>To clear all inserted fields and delete all values, click the <span class="icon icon-clear_fields_icon"></span> <b>Clear All Fields</b> button on the <b>Forms</b> tab on the top toolbar. Clearing fields can be performed in the form filling mode only.</p>
<h2>Navigate, View and Save a Form</h2>
<p><img alt="fill form panel" src="../images/fill_form.png" /></p>
<p>Go to the <b>Forms</b> tab at the top toolbar.</p>
<p>Navigate through the form fields using the <span class="icon icon-previous_field_icon"></span> <b>Previous field</b> and <span class="icon icon-next_field_icon"></span> <b>Next field</b> buttons at the top toolbar.</p>
<p>When you are finished, click the <span class="icon icon-save_form_icon"></span> <b>Save as oform</b> button at the top toolbar to save the form as an <b>OFORM</b> file ready to be filled out. You can save as many <b>OFORM</b> files as you need.</p>
<!--<p>To clear all fields and reset the form, click the <div class = "icon icon-clear_fields_icon"></div> <b>Clear fields</b> button at the top toolbar.</p>
<p>When you are finished, click the <div class = "icon icon-submit_form_icon"></div> <b>Submit</b> button at the top toolbar to send the form for further processing. Please note that this action cannot be undone.</p>
<h2>Saving a Form</h2>
<p>When you are finished, click the <span class="icon icon-save_form_icon"></span> <b>Save as pdf</b> button at the top toolbar to save the form as a <b>PDF</b> file ready to be filled out. You can save as many <b>PDF</b> files as you need.</p>
<!--<p>When you are finished, click the <div class = "icon icon-submit_form_icon"></div> <b>Submit</b> button at the top toolbar to send the form for further processing. Please note that this action cannot be undone.</p>
<p class="note">If you are using the server version of ONLYOFFICE Docs, the presence of the <b>Submit</b> button depends on the configuration. Read <a href="https://api.onlyoffice.com/editors/config/editor/customization">this article</a> to learn more.</p>-->
<h2>Removing form fields</h2>
<p>To remove a form field and leave all its contents, select it and click the <span class="icon icon-combo_delete_values"></span> <b>Delete</b> icon (make sure the field is not locked) or press the <b>Delete</b> key on the keyboard.</p>

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<ul>
<li>insert <a href="../UsageInstructions/PivotTables.htm" onclick="onhyperlinkclick(this)">pivot tables</a>,</li>
<li>insert <a href="../UsageInstructions/FormattedTables.htm" onclick="onhyperlinkclick(this)">formatted tables</a>,</li>
<li>insert <a href="../UsageInstructions/InsertImages.htm" onclick="onhyperlinkclick(this)">images</a>, <a href="../UsageInstructions/InsertAutoshapes.htm" onclick="onhyperlinkclick(this)">shapes</a>, <a href="../UsageInstructions/InsertTextObjects.htm" onclick="onhyperlinkclick(this)">text boxes and Text Art objects</a>, <a href="../UsageInstructions/InsertChart.htm" onclick="onhyperlinkclick(this)">charts</a>, <a href="../UsageInstructions/InsertSparklines.htm" onclick="onhyperlinkclick(this)">sparklines</a>,</li>
<li>insert <a href="../UsageInstructions/InsertImages.htm" onclick="onhyperlinkclick(this)">images</a>, <a href="../UsageInstructions/InsertAutoshapes.htm" onclick="onhyperlinkclick(this)">shapes</a>, <a href="../UsageInstructions/InsertTextObjects.htm" onclick="onhyperlinkclick(this)">text boxes and Text Art objects</a>,<a href="../UsageInstructions/InsertSmartArt.htm" onclick="onhyperlinkclick(this)">SmartArt objects</a>,</li>
<li>insert <a href="../UsageInstructions/InsertChart.htm" onclick="onhyperlinkclick(this)">recommended charts</a>, <a href="../UsageInstructions/InsertChart.htm" onclick="onhyperlinkclick(this)">charts</a>, <a href="../UsageInstructions/InsertSparklines.htm" onclick="onhyperlinkclick(this)">sparklines</a>,</li>
<li>insert <a href="../HelpfulHints/CollaborativeEditing.htm#comments" onclick="onhyperlinkclick(this)">comments</a> and <a href="../UsageInstructions/AddHyperlinks.htm" onclick="onhyperlinkclick(this)">hyperlinks</a>,</li>
<li>insert <a href="../UsageInstructions/InsertHeadersFooters.htm" onclick="onhyperlinkclick(this)">headers/footers</a>,</li>
<li>insert <a href="../UsageInstructions/InsertEquation.htm" onclick="onhyperlinkclick(this)">equations</a> and <a href="../UsageInstructions/InsertSymbols.htm" onclick="onhyperlinkclick(this)">symbols</a>,</li>

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<li>choose the necessary layout for your pivot table,</li>
<li>update the pivot table if you change the data in your source data set,</li>
<li>select an entire pivot table with a single click,</li>
<li>expand or collapse fields to show/hide the details for the pivot table items,</li>
<li>highlight certain rows/columns by applying a specific formatting style to them,</li>
<li>choose one of the predefined tables styles.</li>
</ul>

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<li><div class="icon icon-search_icon_header"></div> <b>Search</b> - allows to search the spreadsheet for a particular word or symbol, etc.</li>
</ul>
</li>
<li>The <b>top toolbar</b> displays a set of editing commands depending on the selected menu tab. Currently, the following tabs are available: <a href="../ProgramInterface/FileTab.htm" onclick="onhyperlinkclick(this)">File</a>, <a href="../ProgramInterface/HomeTab.htm" onclick="onhyperlinkclick(this)">Home</a>, <a href="../ProgramInterface/InsertTab.htm" onclick="onhyperlinkclick(this)">Insert</a>, <a href="../ProgramInterface/LayoutTab.htm" onclick="onhyperlinkclick(this)">Layout</a>, <a href="../ProgramInterface/FormulaTab.htm" onclick="onhyperlinkclick(this)">Formula</a>, <a href="../ProgramInterface/DataTab.htm" onclick="onhyperlinkclick(this)">Data</a>, <span class="onlineDocumentFeatures"><a href="../ProgramInterface/PivotTableTab.htm" onclick="onhyperlinkclick(this)">Pivot Table</a>,</span> <a href="../ProgramInterface/CollaborationTab.htm" onclick="onhyperlinkclick(this)">Collaboration</a>, <a href="../ProgramInterface/ProtectionTab.htm" onclick="onhyperlinkclick(this)">Protection</a>, <a href="../ProgramInterface/ViewTab.htm" onclick="onhyperlinkclick(this)">View</a>, <a href="../ProgramInterface/PluginsTab.htm" onclick="onhyperlinkclick(this)">Plugins</a>.
<li>The <b>top toolbar</b> displays a set of editing commands depending on the selected menu tab. Currently, the following tabs are available: <a href="../ProgramInterface/FileTab.htm" onclick="onhyperlinkclick(this)">File</a>, <a href="../ProgramInterface/HomeTab.htm" onclick="onhyperlinkclick(this)">Home</a>, <a href="../ProgramInterface/InsertTab.htm" onclick="onhyperlinkclick(this)">Insert</a>, <a href="../ProgramInterface/DrawTab.htm" onclick="onhyperlinkclick(this)">Draw</a>, <a href="../ProgramInterface/LayoutTab.htm" onclick="onhyperlinkclick(this)">Layout</a>, <a href="../ProgramInterface/FormulaTab.htm" onclick="onhyperlinkclick(this)">Formula</a>, <a href="../ProgramInterface/DataTab.htm" onclick="onhyperlinkclick(this)">Data</a>, <span class="onlineDocumentFeatures"><a href="../ProgramInterface/PivotTableTab.htm" onclick="onhyperlinkclick(this)">Pivot Table</a>,</span> <a href="../ProgramInterface/CollaborationTab.htm" onclick="onhyperlinkclick(this)">Collaboration</a>, <a href="../ProgramInterface/ProtectionTab.htm" onclick="onhyperlinkclick(this)">Protection</a>, <a href="../ProgramInterface/ViewTab.htm" onclick="onhyperlinkclick(this)">View</a>, <a href="../ProgramInterface/PluginsTab.htm" onclick="onhyperlinkclick(this)">Plugins</a>.
<p>The <span class = "icon icon-copy"></span> <b>Copy</b>, <span class = "icon icon-paste"></span> <b>Paste</b>, <span class="icon icon-cut"></span> <b>Cut</b> and <span class="icon icon-select_all"></span> <b>Select All</b> options are always available at the left part of the <b>Top toolbar</b> regardless of the selected tab.</p>
</li>
<li>The <b>Formula bar</b> allows entering and editing <a href="../UsageInstructions/InsertFunction.htm" onclick="onhyperlinkclick(this)">formulas</a> or values in the cells. The <b>Formula bar</b> displays the contents of the currently selected cell.</li>

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<p><img alt="Pivot Values" src="../images/pivot_values.png" /></p>
</li>
</ul>
<p>To see more information regarding any value field, click it with the right mouse button to open the context menu and choose the <b>Show details</b> option, or double click the required value field with the left mouse button.</p>
<p>To see more information regarding any value field, click it with the right mouse button to open the context menu and choose the <b>Show details</b> option, or double click the required value field with the left mouse button. The data that the value field is based on will open in a new sheet.</p>
<h4>Rearrange fields and adjust their properties</h4>
<p>Once the fields are added to the necessary sections, you can manage them to change the layout and format of the pivot table. Click the black arrow to the right of a field within the <b>Filters</b>, <b>Columns</b>, <b>Rows</b>, or <b>Values</b> sections to access the field context menu.</p>
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</ul>
<p>The <span class = "icon icon-pivotselecticon"></span> <b>Select</b> button allows you to select the entire pivot table.</p>
<p>If you change the data in your source data set, select the pivot table and click the <span class="icon icon-pivot_refresh"></span> <b>Refresh</b> button to update the pivot table.</p>
<h3>Expand or collapse fields</h3>
<p>To expand or collapse data details, click a field with the right mouse button to open the context menu, choose the <b>Expand/Collapse</b> menu item, then select the necessary option:</p>
<ul>
<li><b>Expand</b> - to show details for the currently selected item.</li>
<li><b>Collapse</b> - to hide details for the currently selected item.</li>
<li><b>Expand Entire Field</b> - to show details for all items in a field. The similar setting is also available at the top toolbar.</li>
<li><b>Collapse Entire Field</b> - to hide details for all items in a field. The similar setting is also available at the top toolbar.</li>
</ul>
<p>The groups are hidden behind the plus/minus icons. You can also expand/collapse fields by double-clicking the pivot table headers.</p>
<p>The <b>Expand</b> option, when the last field of rows or columns is selected, opens a dialog window for adding a new field to the row or column. Choose the necessary field and click <b>OK</b>.</p>
<p><img alt="Pivot Table" src="../images/expand_last.png" /></p>
<h3>Change the style of pivot tables</h3>
<p>You can change the appearance of pivot tables in a spreadsheet using the style editing tools available on the top toolbar.</p>

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<li><b>Settings of sheet</b> - specify individual print settings for each separate sheet, if you have selected the <b>All Sheets</b> option in the <b>Print range</b> drop-down list.</li>
<li><b>Page size</b> - select one of the available sizes from the drop-down list.</li>
<li><b>Page orientation</b> - choose the <b>Portrait</b> option if you wish to print vertically on the page, or use the <b>Landscape</b> option to print horizontally.</li>
<li><b>Margins</b> - choose one of the availabe presets: <em>Normal</em>, <em>Narrow</em>, or <em>Wide</em>, or choose the <b>Custom</b> option and specify the distance between the worksheet data and the edges of the printed page changing the default sizes in the <b>Top</b>, <b>Bottom</b>, <b>Left</b> and <b>Right</b> fields.</li>
<li><b>Margins</b> - choose one of the availabe presets: <em>Normal</em>, <em>Narrow</em>, or <em>Wide</em>, or choose the <b>Custom</b> option and specify the distance between the worksheet data and the edges of the printed page changing the default sizes in the <b>Top</b>, <b>Bottom</b>, <b>Left</b> and <b>Right</b> fields.
<p>To center data on the printed page, choose the <b>Custom</b> option from the <b>Margins</b> menu, check the <b>Vertically</b>/<b>Horizontally</b> box in the <b>Center on page</b> section, and click <b>OK</b>.</p>
<p><img alt="Margins window" src="../images/margins.png" /></p>
</li>
<li>
<b>Scaling</b> - if you do not want some columns or rows to be printed on the second page, you can shrink sheet contents to fit it on one page by selecting the corresponding option: <b>Actual Size</b>, <b>Fit Sheet on One Page</b>, <b>Fit All Columns on One Page</b> or <b>Fit All Rows on One Page</b>. Leave the <b>Actual Size</b> option to print the sheet without adjusting.
<p>If you choose the <b>Custom Options</b> item from the menu, the <b>Scale Settings</b> window will open:</p>

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