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In this chapter

Who Should Buy This Book?

Why Two Versions in One Book?

New Features and Enhancements in WordPerfect 11

New Features and Enhancements in WordPerfect 12

Compatibility Enhancements in WordPerfect 11/12

How This Book Is Organized

Conventions Used in This Book

If you're looking at this book, it means you've either purchased WordPerfect Office, or you're seriously thinking about it. Good for you! WordPerfect is without a doubt the most powerful, customizable, and easy-to-use program that you can get your hands on. Period. WordPerfect lets you work the way you want to work, not the way the programmers want you to work.

File compatibility with Microsoft Word and other Microsoft applications has been enhanced to the point where document migration is virtually seamless, so it no longer matters what your clients and associates are using. What does matter is that you have a choice. WordPerfect Office 11 and 12 are the most cost-effective office application suites available, delivering more features, more flexibility, and more compatibility than any other suite on the market.

Don't let the size of the book intimidate you. We won't bore you with minute details of every little feature. Who has time for that? No, this book is crammed full of tips, tricks, and practical examples that you won't find anywhere else. We explain what a feature is, but more importantly, we tell you why you want to use it. What's in it for you? How can it save you time? What features can be used together to achieve a higher level of productivity? All this and more…just waiting for you to start turning the pages.

Who Should Buy This Book?

If you've used a word processor before, and you want to learn how to take advantage of all that WordPerfect has to offer, this book is for you. We made a few assumptions about our audience when we developed the outline for this book. We decided that most of you already know the basics of creating and formatting documents, even if you've done the work in another application. Many of you have used a previous version of WordPerfect, so your interest lies not only in the new features, but also in how you might use the familiar features more effectively.

Why Two Versions in One Book?

You might be wondering why we are covering two different versions of WordPerfect in one book. That's a good question! We decided that since the release of WordPerfect Office 11 and WordPerfect Office 12 were only a year apart, we could better serve both audiences by combining the coverage into one book. In addition, the enhancements and new features in WordPerfect 12 are almost exclusively focused on compatibility issues, so it was a simple matter to point out the differences as we went along.

You'll see a “New” icon next to the paragraphs that cover new features in WordPerfect 11 and 12, so you won't miss out on any of the exciting changes. The next two sections highlight the new features and the enhancements that were made in WordPerfect 11 and those that were made in WordPerfect 12, so no matter which version you are using, you'll be able to quickly pinpoint the new features in your version.

New Features and Enhancements in WordPerfect 11

This version of WordPerfect includes some very exciting new features and some welcome improvements that speed up navigation and formatting. You might notice that the list of new features isn't as lengthy as it has been in previous versions. Corel decided to focus instead on addressing known issues, improving on the existing feature set and producing a reliably stable product. Who can argue with that? Here are some highlights:

  • Although WordPerfect's file format hasn't changed since version 6.1, other applications' file formats change like the weather. WordPerfect Office 11 includes updated conversion drivers to make the transfer of documents between WordPerfect and Microsoft Word cleaner than ever. You can even set the default file save format to Microsoft Word (.doc) so that the user doesn't have to intervene at all.

  • WordPerfect Office 11 includes a copy of Adobe Acrobat Reader version 5.0. The Publish to PDF feature has been significantly enhanced—WordPerfect can export files to PDF with graphics (including watermarks) and hyperlinks intact. WordPerfect 11 now supports symbols, which means your graphics-laden documents will have smaller file sizes when published in PDF format. Furthermore, page numbering has been improved so that it is consistent between the WordPerfect file and the PDF file. Note that similar capability, using Adobe Acrobat, costs about $250 per workstation.

  • WordPerfect Office offers two different sets of XML tools for two varying degrees of users. WordPerfect 11 adds the quick “Publish to XML” on the File menu for users who simply need to get text and information out of a propriety file format and into XML quickly. The WordPerfect Office XML Layout Designer and Editor are the full-featured tools for users who create templates for XML documents and want their users to have a layout representation within WordPerfect.

  • In response to thousands of user requests, Corel has given you the option of working in the classic WP 5.1 mode—an easy-on-the-eyes blue screen with light gray text. The toolbar and property bar are turned off so you get a cleaner screen to work in. The WPDOS 5.1 keyboard is automatically selected so you can use all of your favorite 5.1 keyboard shortcuts.

  • Corel's RealTime Preview shows you what a formatting change will look like, before you make it. For example, as you highlight fonts in the Font drop-down list, the document text is reformatted in that font, on-the-fly. RealTime Preview works for fonts, font sizes, zoom, justification, lines, borders, shading, and color, just to name a few. In WordPerfect 11, the RealTime Preview feature has been enhanced to include QuickFonts, underline, drop caps, and other formatting options.

  • A new file conversion utility that will convert entire folders of files in one step has been added. The utility includes file filters for newer versions of competing products.

  • The Variables feature has been enhanced to enable you to save variables to the default template so you can reuse them in other documents. Also, you'll be prompted if there are unused variables in the document.

  • The new Document Map feature is the perfect companion to the table of contents, table of authorities, index, and list features. Although you might not create many tables of contents or indexes, I bet you'll review some documents with these elements in them. If you do, you'll love this feature.

  • If you can't beat 'em, join 'em. Corel has incorporated Microsoft Word 97 menus and toolbars that you can display in place of the WordPerfect default menus and toolbar, so if you are migrating from Microsoft Word, these items will put features where you expect to find them. This simple tool can be invaluable during the transition. There is even a Microsoft Word Help item on the Help menu that takes you to a page with links to notes for converting files between the two programs, and a side-by-side comparison of their features.

  • Reveal Codes is a feature that sets WordPerfect apart from competing products. In WordPerfect 11, an important enhancement was made. You can now print the contents of the Reveal Codes window.

  • The Envelope feature has a couple of enhancements. First, a preview window was added so you can see how your envelope will look before you print it. Second, you can now include 11-digit delivery point bar codes, in addition to the 9-digit or 5-digit ZIP codes.

  • Outline and bullets and numbering styles functionality has been improved so that they are easier to create and preview. There are also new watermark templates to work with.

  • A new Layout Preview button was added to the Print dialog box so you can preview the settings you have made in that dialog box before you send the document to the printer.

  • The Ruler can now be turned on in Two Page view mode so you can adjust the tabs, margins and indents while previewing your document.

  • The new AutoScroll feature, which was previously only available in Quattro Pro, lets you quickly scroll through a document using the mouse. It gives you the same functionality as the Microsoft Intellimouse with a regular mouse.

  • A new collaborative review feature enables you to route documents via Microsoft Outlook to a list of reviewers in a specific order. When each reviewer is finished and closes the document, it is automatically sent to the next person on the distribution list.

  • WordPerfect 11 has the capability to use the Microsoft Outlook address book. If you've been using Outlook as your contact information manager, you will be pleased to know that you can use that information in a mass mailing, to print labels and envelopes, and to route documents for review.

  • A new collaborative review feature uses the Outlook integration to enable you to send a copy of a document to multiple reviewers in a specified routing order.

  • The Master Document/Subdocument feature has been improved so that you can use documents that were created in Microsoft Word, or any other file format that is supported by WordPerfect 11, as a subdocument.

  • The Pleading Wizard that was included in the Legal editions of WordPerfect has now been incorporated into WordPerfect 11. The wizard guides you through creating cases and generating pleading documents.

  • Macros written in previous versions of WordPerfect can be recompiled and in many cases, will run without any modifications. If the macro happens to contain an obsolete command, a warning message will appear explaining that the command might be removed in future versions.

  • Support for Microsoft Visual Basic for Applications (VBA) version 6.3 is included, so now you have a very powerful alternative to the PerfectScript macro language. WordPerfect is the only mainstream word processor to offer two powerful programming languages that can be used separately or in combination.

  • Unlike the latest release of Microsoft Word, WordPerfect Office 11 will run on Windows 98 SE systems.

New Features and Enhancements in WordPerfect 12

This latest version of WordPerfect focuses on enhanced compatibility with Microsoft products. The good news is the changes that consumed the majority of the development resources are invisible. The bad news is that because they are invisible to most users, it's easy to get the impression that not much has changed in this new release. I can tell you that some of these changes are significant and will greatly improve round-tripping documents between WordPerfect and Microsoft Word. Here are some of the most notable changes:

  • For the first time, you can upgrade an existing version of WordPerfect, migrate your custom settings, and remove the previous version, all in one step. The upgrade install will transfer the templates and macros that you created, user word lists, QuickWords, address books created in WordPerfect 11, and if you upgraded the Pocket Oxford English Dictionary, the upgraded dictionary files are copied over. The upgrade install options will only appear if WordPerfect Office 2002 or WordPerfect Office 11 is already installed on your computer.

  • You can now work with Microsoft Word 2002 menus and toolbars instead of the WordPerfect default menus and toolbar, so if you are migrating from Microsoft Word, these items will put features where you expect to find them. This simple tool can be invaluable during the transition. There is even a Microsoft Word Help item on the Help menu that takes you to a page with links to notes for converting files between the two programs, and a side-by-side comparison of their features.

  • The Workspace Manager enables you to switch back and forth between different working environments. There are four modes to choose from: WordPerfect mode, with the WordPerfect 12 menus and toolbars displayed; Microsoft Word mode, with the Microsoft Word 2002 menu, keyboard (shortcuts) and toolbar all selected and the default file save format set to Microsoft Word 97/2000/2002/2003 format; the popular WordPerfect Classic mode, with the WP 5.1 interface and keyboard shortcuts; and the WordPerfect Legal mode, which turns on the Legal toolbar.

  • There is a new Microsoft Word Compatibility toolbar that lets you can save a file in Word, PDF, XML, or HTML formats with just one click. There is also a button to open Microsoft Word Help, which displays information about the compatibility of WordPerfect with Microsoft Word.

  • There have been some very specific changes made to WordPerfect to include features that are available in Microsoft Word. Some enhancements were also made so that certain elements could be matched up during document conversions. See the next section for specifics.

  • WordPerfect Wireless Office—Powered by ZIM is an exciting new addition to WordPerfect Office. ZIM SMS Office enables two-way communication so you can stay on top of changing situations when you (or your associates) are on the go. It will forward e-mail from a POP3 client to your cell phone when you are not at your desk. ZIM SMS Mail is a wireless e-mail offering that works with any POP3 e-mail account, regardless of what e-mail client software you use. ZIM SMS Chat enables instant two-way chats between computer and cell phone users via SMS text messaging.

  • The WordPerfect OfficeReady Browser enables you to browse, preview, and launch WordPerfect OfficeReady templates. The product ships with 40 new templates that can be used in WordPerfect, Quattro Pro, and Presentations. More templates are available for free download; others can be purchased.

  • Enhancements were made to the Publish to PDF feature so that the default settings provide for truer rendering, compatibility with more recent versions of Adobe Acrobat, and significantly smaller file sizes.

  • There is a new option in the Header/Footer, Footnote/Endnote, and Watermark dialog boxes that lets you align the item with the document margins. In the past, you had to set the margins for these elements separately from the body text margins, and if this wasn't done, the margins were mismatched.

  • Unlike the latest release of Microsoft Word, WordPerfect Office 12 will run on Windows 98 SE systems.

Compatibility Enhancements in WordPerfect 11/12

You've probably been reading about how the compatibility enhancements in WordPerfect 12 focus on better document conversions between WordPerfect and Microsoft Word. What you might not realize is that some of these enhancements were introduced in the first service pack for WordPerfect 11. These enhancements were carried over to WordPerfect 12 and served as the basis for the improvements that were made in version 12.

The following compatibility improvements were made in Service Pack 1:

  • Word conversion filters were updated to include Word 2002.

  • Conversions of Word 97 documents were improved.

  • Improved bullet import from Microsoft Word.

  • You can open Word documents containing nested tables.

  • Paragraph alignment when opening Word documents in WordPerfect was corrected.

  • Improvements were made to background compatibility issues when opening documents created in previous versions of WordPerfect that include macros for headers/footers, footnotes/endnotes, and watermarks.

The following compatibility improvements were made in WordPerfect 12:

  • The same footnote and endnote numbering styles are found in Word and WordPerfect, but the names are different (“Numbers” in WordPerfect and “1,2,3” in Word). The styles have been matched up and “mapped” so that they convert into the correct style.

  • Horizontal and vertical positioning options for images were revised to match the options in Word.

  • In Word, you can apply attributes to a specific table cell, not just an entire column or row. You can now do the same in WordPerfect.

  • In tables, a new minimum row height feature was added to match the capability in Word. Here is how it works: When you type text into the cell, it expands; if you take the text back out, the row will go down only as far as the minimum height. If you use tables in your forms, you will agree that this is a notable improvement.

  • Enhancements were made to the Publish to PDF feature to decrease file sizes and to update compatibility with Adobe Acrobat 6.0. For example, the default setting was changed from High to the Acrobat 6.0 standard dpi setting, which eliminates file bloat in PDF files. You can manually switch it back if you need to preserve the details. Also, the dpi thresholds for image resampling (1-bit, grayscale, and color) were changed to match Acrobat 6.0 settings.

How This Book Is Organized

Special Edition Using WordPerfect 12 is designed for users who have some experience using a word processor and want to learn how to use WordPerfect's more advanced features. The book is divided into sections to help you focus on the areas that you are particularly interested in. The first section is a good place to start because some fundamental concepts are covered, but beyond that, you are free to jump around and read about what interests you.

Part I: Learning the Basics

Chapters 1 through 6 cover the fundamentals of using WordPerfect to create, edit, save, and print documents. A short basic formatting chapter covers the features that you need to use right away, such as changing fonts, applying bold, italic, and underline, and adjusting the margins. The file management chapter is in this first section because managing files is such an integral part of what you do every day. After all, what good is all your hard work if you can't find a file when you need it? In the other chapters, you learn how to use the writing tools and how to print, fax, and e-mail your documents. If you're tempted to skip this part because you've already used a word processor, don't. It's loaded with tips and practical advice on how to use the basic features to be more productive.

Part II: Formatting Documents

Chapters 7, 8, and 9 focus on formatting documents. Chapter 7 sticks to formatting lines and paragraphs, so you learn how to align and indent text, set tabs, keep text together, and add line numbers and borders. Chapter 8 tackles formatting page elements: page numbers, paper size, headers and footers, subdividing the page, columns, borders, and Make It Fit. Chapter 9 explains how to create and implement styles for consistency and speedier formatting. Bet you didn't know that if you modify a style, the text that is formatted with that style is automatically updated, every bit, all at once.

Part III: Organizing Information

Chapters 10 and 11 cover organizing information into tables, lists, and outlines. You'll learn everything you need to know about creating and formatting tables, and you'll discover why WordPerfect is the champion when it comes to tables. Bulleted and numbered lists are used in all types of documents to present (sequential and nonsequential) pieces of information in an easy-to-read list. Obviously, the Outline feature can be used to create outlines that show the structure of a document or an idea. The outline styles can also be used to create numbered sections of text where the numbers are automatically updated as you rearrange the text.

Part IV: Working with Graphics

In this section, Chapters 12, 13, and 14 teach you how to incorporate graphics images and effects in your documents. You'll learn how to insert clip art and other types of images, such those that you download from your digital camera. You'll learn how to create custom graphics lines and borders and how to insert the new shapes. Chapter 13 shows you how to customize graphics and Chapter 14 focuses on the Draw and TextArt features. In Chapter 14, you'll also learn how to customize WordPerfect graphics and bitmap graphics in Presentations.

Part V: Integrating Information from Other Sources

Chapters 15 and 16 show you how to use information from other applications. You'll learn how to use the Windows Clipboard and WordPerfect's new Clipbook to copy information between applications. We'll show you how to use OLE to create a link so that the information is automatically updated in the document anytime it's been modified in the originating program. You'll learn how to import documents, spreadsheets, and databases from other applications. The conversion drivers have improved dramatically so that the transport between WordPerfect and Microsoft Word is virtually seamless. Chapter 16 focuses on creating data charts and organizational charts.

Part VI: Publishing Documents

This section has some very weighty chapters in it. Chapter 17 covers the document collaboration features, such as document comments, reviewing and comparing documents, adding a digital signature to validate a document, and routing documents with Microsoft Outlook. Chapter 18 talks about the features geared toward long documents, such as bookmarks, footnotes, endnotes, cross references, and the Master Document feature. Chapter 19 covers the creation of tables of contents, tables of authorities, indexes, and lists. The new Document Map feature is covered here because it uses these reference markers to help you navigate through long documents. Chapter 20 presents information on creating interactive and multimedia documents with hypertext links, links to Web pages, and embedded video and sounds. Chapter 21 covers WordPerfect's Web publishing features and is packed with practical advice on how to publish your documents on the Internet or your company intranet. Chapter 22 helps you understand XML and how to use it in a shared environment.

Part VII: Automating Everyday Tasks

This last section discusses ways that you can use WordPerfect's automation tools to speed up repetitive tasks. Chapter 23 covers templates, from using the project templates that come with WordPerfect to creating your own templates (both from existing documents and from scratch). You'll learn how to insert prompts that guide the user through the template and how to link fields in a template to address book fields. Chapter 24 covers the Merge feature. A complete set of steps for a typical mail merge is given, but the focus is on using other sources for names and addresses and creating documents other than form letters during a merge. Chapter 25 covers using the WordPerfect and Microsoft Outlook address books with some excellent tips on importing and exporting data. Chapter 26 shows you how to use the PerfectExpert panel to create and edit documents without searching through the menus for an elusive command. The bulk of this chapter focuses on macros—running macros that others have developed (including the shipping macros), and creating your own macros with the Macro Recorder. The steps to assign macros to toolbars, keystrokes, and menus are included, as well as information about using macros from previous versions and whether or not you need to install VBA support.

Conventions Used in This Book

Que, as well as all of Pearson Technology Group's various imprints, has more than 10 years' experience creating the most popular and effective computer reference books available. From trainers to programmers, Que's authors have invaluable experience using and— most importantly—explaining computer and software concepts. From basic to advanced topics, Que's publishing experience, and its authors' expertise and communication skills, combine to create a highly readable and easily navigable book.


Liberally sprinkled throughout the text, tips are places where we share insights that we've gained after using, teaching, and writing about WordPerfect for the past 15 years.


Notes contain extra information or alternative techniques for performing tasks that we feel will enhance your use and/or understanding of the current topic.


If we want to warn you about a potential problem, you'll see that information in a caution note. Believe me, after years in a classroom, we know all about the pitfalls!

This element is designed to call your attention to areas where you are likely to get into trouble. When you see a Troubleshooting note, you can skip to the Troubleshooting section at the end of the chapter to learn how to solve (or avoid) a problem.

→ Cross-references are used whenever possible to direct you to other sections of the book that give complementary or supportive information. If you want to learn how to use WordPerfect features together, pay close attention to the cross-references.


Whenever a button is referred to in an explanatory paragraph or step-by-step procedure, the button will appear in the left margin, next to the paragraph or step that mentions it. This visual reminder helps you quickly locate the button on the toolbar so that you can remember it for future use.

Keyboard Shortcuts

Whenever a combination of keys can be pressed to execute a command, they'll appear paired by a plus sign, as in Ctrl+Home (to move to the top of a document) or Ctrl+P (to open the Print dialog box). When using a keyboard shortcut, press the first key, and while that key is depressed, tap the second key, and then release the first key.


Throughout this book, a variety of typefaces is used, each designed to draw your attention to specific text:

MonospaceScreen messages, text you type, and Internet addresses appear in this special typeface.
ItalicNew terminology and emphasized text will appear in italic.

End-of-Chapter Examples

Every chapter ends with a Troubleshooting section, where you'll find answers to frequently encountered problems. We've addressed more than just the simplest problems and solutions here—we cover the pitfalls you're likely to encounter when you push WordPerfect to the limit.

The Project element is designed to complement the information presented in the chapter. In some chapters, you'll see “before and after” shots that illustrate how features can be used to enhance a document. In others, there will be a practical and real-world example of how you can implement the features covered in the chapter. And in one or two chapters, we've shown you how to prepare information for use with a particular feature.

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