Get to know the RoboHelp workspace

The menu bar provides access to the File, Edit, View, Insert, Collaborate, and Help menus.

File menu Create, open, save, and close a project. You can also find options to import Word document and Captivate video, upgrade RoboHelp Classic project, configure project settings, and exit project.

Edit menu Cut, copy, paste, undo, and redo content. You can also find options to select all, copy and clear formatting, and edit application preferences.

View menu Find options to view Properties panel, starter screen, condition tags, variables, and view topics by title. You can also view options to Toggle Full Screen and change the application theme.

Insert menu Insert an image, video file, YouTube url, bookmark, variable, snippet, and many more. This a contextual menu option.

Collaborate menu You can find options to add and open connections to share your project for collaboration in a multi-author system.

Help menu You can find options to access Help resources, manage your account, sign out from RoboHelp, update your application, and view the RoboHelp About dialog box.

RoboHelp stores application-related settings on your local computer. To configure application-related settings, go to the Edit menu and select the Preferences to change the Application Settings.

For more information, see Set application preferences.

Tha Author, Output, and Review views are three different workspaces and can be accessed through respective tabs in the standard toolbar. The Author view is used to write, modify, and format the content for topics that the users see in the output. In addition to writing content, you can also work with Index, Glossary, Table of Contents. etc. in topics and master pages.

In Output View, there are various components to set up your Output formats e.g., Skins, Map Files, Dynamic Content Filters, etc. To configure and use these components, create and use various Web-based and Print-based Output Presets. Output presets are easy-to-configure; you can use the many settings to generate and publish multiple output formats.

In the Review tab, you can share content with other authors, Subject Matter Experts (SMEs), and others. You can also share content individually or to a group, so that each individual can see comments and edits made by others.

For more information, see Reviews in RoboHelp.

The left toolbar helps you to easily manage your project by accessing various components of your project, such as Contents, Table of Contents, Condition Tags, Variables, Snippets, Reports, and more.

When you click a project component on the Author toolbar, the project component panel opens and allows you to manage that component. You can find the following project components in the Author toolbar:

• Contents panel This panel lists the topics in a project and provides options to add, rename, and edit topic properties. You can also create folders and subfolders to organize the topics. To know more about how to work with topics, see Work with topics and folders.
• Table of Contents panel This includes the hierarchy of the folders, subfolders, and topics in a project. You can reorder the folders and organize your content in a strategic manner for easy user navigation in your output. You can edit, rename, and delete a Table of Contents. To know more, see Create, edit, and format a Table of Contents.
• Index panel This panel lists the index in your project. You can add, rename, edit, and delete an index. To know more, see Create and manage an index.
• Glossary panel Lists the glossary terms in your project. You can add, edit, rename, or delete a glossary item. To know more, see Create and manage a glossary.
• Condition Tags panel This panel lists the assigned condition tags in your project. You can add, edit, and delete a conditional tag. To know more, see Create and apply condition tags.
• Variables panel This panel displays all the variables that are assigned values in your project. You can add, edit, or delete a variable. To know more, see Create and use variables for easy updates.
• Snippets panel This panel displays the snippets in your project. You can create, edit, or delete snippets. To know more, see Work with snippets.
• Master Pages panel This panel displays the master pages in your project. You can create, edit, duplicate, delete, import, or export master pages. To know more, see Work with master pages.
• Browse Sequences panel This panel displays the browse sequences in your project. You can create, edit, rename, or delete browse sequences. To know more, see Create and manage browse sequences.
• Reports panel Includes options to generate reports such as Topic List, Project Status, Variables, Condition Tags, Broken links, and more. You can edit, download, and print a desired report. To know more about reports, see Generate reports.

Double-click a topic in the Contents panel to open a topic. You can then edit and format content in your topic. To know more about topics, see Work with topics and folders.

While authoring a topic in a project, the panel displayed on the right side of the screen is the Properties panel. This panel contains the following tabs:

• Content properties panel: You can find options to edit font, alignment, border, layout, and background. To know more, see Format your content.

• Topic properties panel: You can find options to edit topic properties. To know more, see Topic properties.

• Styles panel: You can find options to list various types of styles such as paragraph style, character style, hyperlink style, and more. On this panel, you can:
  
  • List styles by name: On the Styles panel, toggle between listing the available styles by name or preview.
  • Filter styles by category: Select from the drop-down to filter and list styles by categories like Headings, Paragraphs, Lists, Tables, and so on. This is convenient if you want to see all the heading styles.
    

• Spell check panel: You can run the spell checker in the current topic, all topics, or all the project files. You can also navigate to the preferences and set the dictionary and stop words. For more information, see Spell checks in RoboHelp.