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Robohelp

Robohelp

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  1. RoboHelp User Guide
  2. Introduction
    1. Get to know RoboHelp workspace
    2. What's new in RoboHelp 2022 release
      1. What's new in Update 5
      2. What's new in Update 4
      3. What's new in Update 3
      4. What's new in Update 2
      5. What's new in Update 1
    3. Fixed Issues in RoboHelp
    4. RoboHelp System Requirements
    5. Download RoboHelp on Windows and macOS
    6. Download and install Adobe app
    7. RoboHelp FAQs
    8. What's new in RoboHelp 2020 release
      1. What's new in Update 8
      2. What's new in Update 7
      3. What's new in Update 6
      4. What's new in Update 5
      5. What's new in Update 4
      6. What's new in Update 3
      7. What's new in Update 2
      8. What's new in Update 1
  3. Projects
    1. Plan your RoboHelp project
    2. Create a project
    3. Manage projects
    4. Work with topics and folders
    5. Generate reports
    6. Work with context-sensitive help
    7. Manage References
    8. Set preferences in RoboHelp
  4. Collaborate with authors
    1. Collaborate using Git
    2. Collaborate using SharePoint Online
    3. Collaborate using Azure DevOps (Team Foundation Server)
  5. PDF Layout
    1. PDF templates
    2. Design a page layout
    3. Publish PDF output
    4. Work with the common content styles
    5. Components of a PDF template
    6. Support for language variables
    7. Customize PDFs
  6. Editing and formatting
    1. Format your content
    2. Create and manage cross-references
    3. Create and manage links
    4. Single-source with snippets
    5. Work with images and multimedia
    6. Create and use variables for easy updates
    7. Work with Variable Sets
    8. Use Find and Replace
    9. Auto save your content
    10. Side-by-side editing in Split View
    11. Use the Spell Check feature
    12. Create and Edit Bookmarks
    13. Insert and update fields
    14. Switch between multiple views
    15. Autonumbering in CSS
  7. Import and linking
    1. Import Markdown files into a project
    2. Import Word documents into a project
    3. Import FrameMaker documents into a project
  8. TOCs, indexes, glossaries, and citations
    1. Create and manage a Table of Contents
    2. Create and manage an index
    3. Create and manage a glossary
    4. Create and manage citations
    5. Create and manage browse sequences
    6. Work with See Also and Related Topics
  9. Conditional content
    1. What is conditional content
    2. Create and apply condition tags
    3. Configure output presets for conditional content
    4. Optimize and manage conditional content
  10. Microcontent
    1. Microcontent
  11. Review and Collaboration
    1. Review and Collaboration
  12. Translation
    1. Translating content to multiple languages
    2. Configure a translation framework for a service provider
  13. Generating output
    1. Generate output
    2. Generate Frameless output
    3. Generate Knowledge Base output
    4. Generate PDF output
    5. Generate Responsive HTML5 output
    6. Generate Word Document output
    7. Generate Content Only output
    8. Generate eBook output
    9. Generate Microsoft HTML Help output
    10. Generate Mobile App output
  14. Publish output
    1. Publish to a RoboHelp Server
    2. Publish to an FTP server, a Secure FTP server, or a File System
    3. Publish to SharePoint Online
    4. Publish to Zendesk Help Center
    5. Publish to Salesforce Knowledge Base
    6. Publish to ServiceNow Knowledge Base
    7. Publish to Zoho Knowledge Base
    8. Publish to Adobe Experience Manager
    9. Publish to Atlassian Confluence Knowledge Base
  15. Appendix
    1. Adobe RoboHelp Scripting Reference
    2. RoboHelp keyboard shortcuts

Using a template ensures consistency in content layout and structure. As templates are predefined, you can avoid rework on formatting issues that arise for every new project or updates. Templates enable you to design page layouts, style content, and apply various settings to customize your PDF.

While authors can use the PDF presets to generate output, developers can create their own templates. There are sample templates shipped out of the box, which can be further customized or duplicated by the developers as per their organizational requirements.

Create a PDF Template

You can create custom PDF templates with specific page layouts and define formatting for page layout components (like TOC, index, glossary) or components (like heading, paragraph, list) using stylesheets.

You can create a new template from scratch or build it using a sample template. To create a new PDF template, follow the below steps:

  1. Select the Output tab.

  2. Expand the sidebar and select Templates.

    pdf template

  3. In the Templates panel, click the + icon next to Templates and select PDF Template.

  4. Specify a name for the template in the New PDF Template dialog.

  5. Click Done.

    The new template is created and added in the Templates panel.

Duplicate a PDF template

If you want to create a new template with the same page layouts and formatting as that of an existing template, you can create a copy. Once a template has been duplicated, you can further customize its components as needed.

To duplicate an existing PDF template, follow the below steps:

  1. Select the Output tab.

  2. In the left sidebar, select Templates.

  3. Hover over the template you want to duplicate and select the (Options icon) … and select Duplicate from the context menu.

  4. Specify a name for the template.

  5. Click Done.

Customize a PDF template

You can customize templates by tweaking the template components and applying style formats using stylesheets.

To customize a PDF template, follow the below steps:

  1. Select the Output tab.

  2. In the left sidebar, select Templates.

  3. To view a template’s components, do one of the following:

    • Select the > icon next to a template or double-click on the template name.
    • Hover over any template and select the … (Options icon), and select Edit from the context menu.

    By default, this opens the Settings panel in the templates editor.

    The various template components that you can customize are categorized under the following sections:

    • Page Layouts: A typical PDF contains different pages, such as a front cover or title page, TOC, chapter, index, and more. The Page Layouts section allows you to design the view and feel of different pages that would make up your PDF. In addition to the appearance, you can also define the arrangement of page elements such as the header, footer, and content areas on a page. To know more on customizing a page’s layout, view Create and customize page layouts.
    • Stylesheets: The settings in the Stylesheets section allow you to customize the view and feel of the page layout components like the TOC, index, glossary, and more. In addition, you can also customize the styles for the DITA content, like headings, paragraphs, lists, and more. To know more on using the stylesheets, view Use Stylesheets to customize PDF.
    • Resources: Store asset files that you would need to customize or design PDF templates. Assets such as logos, custom fonts, background images, and more are stored in the Resources. To know more on utilizing resources, view Work with resources.
    • Settings: Configure the output settings for generating a PDF using the template. It allows you to define template mapping for various pages in a PDF, chapter starting page, print markers, citations, and more. For more information on applying settings, view Advanced PDF Settings.

  4. To customize a template component, double-click on a template component or select the > icon before it. For example, double-click on Page Layouts or select the > icon before Page Layouts to view the available page layouts.

  5. After making the changes, select Save All (or Ctrl+S ).

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