Text Editor Ribbon

The ribbon is organized as follows:

File

Home Ribbon contains all various icons that are flat design and represent Open, Save, Save As, Quick Print, Print, and Print Preview buttons under Common.

New: This creates a new text editor document.  When an open document has unsaved changes, a window appears asking if the current changes should be saved before the new document is created.

Open: File type to open. You can open a file from:

  • Local Folder: Select a file to be opened from a location on the local computer/network.

  • OneStream File System: Select a file to be opened from a location within the File Explorer.

    NOTE: Displayed files can also be opened from here or from OnePlace | Documents by right-clicking and selecting one of the three options – “Open in Text Editor Page”; “Open” (opens file in Compatibility mode, directly in Word if the application is found on local computer,) or “Open With…” (user specifies program).

  • Application Workspace File: Select an Application Workspace file to be opened in Text Editor.

  • System Workspace File: Select a System Workspace file to be opened in Text Editor.

Save: Save changes to the open file using the current file name.  Only available after the file has been given a name.

Save As: File type to be saved as. You can save a file from:

  • Local Folder: Select location on local computer/network to save a file to

  • OneStream File System: Select location within File Explorer to save a file to

  • Application Workspace: Select Application Workspace to save a file to.

  • System Workspace File: Select System Workspace to save a file to.

Quick Print: Send the document to the default printer without changing any printer/printing properties.

Print: Displays the Print dialog box for setting options to print the displayed document.

Print Preview: Displays the Print Preview dialog box that shows how printed document looks.  The Print Preview Ribbon associated with this button remembers the setting used last that dictates if it is hidden or displayed.  The next time Print Preview is opened, the Ribbon is initialized the same way it was left.  

Home

Clipboard

Clipboard Ribbon contains all various icons that are flat design and represent Paste, Cut, Copy, and Paste Special.

Paste: Inserts copied data into the document.

Cut: Removes and transfers selected data from the document to the clipboard for placement in a different location.

Copy: Copies selected data to the clipboard for inclusion in a different location.

Paste Special: Displays the Paste Special dialog box for additional pasting options.

Font

The Font Ribbon contains various options such as bold, italic, underline, and text color.

Provides options for changing the text found in the document.  Examples include bold, italic, underline and text color.

Paragraph

Paragraph Ribbon contains various options such as bullets, numbering, indenting and paragraph alignment.

Provides options for formatting text in the document such as bullets, numbering, indenting and paragraph alignment.

Styles

The Styles Ribbon contains formatting text in Normal and Hyperlink.

Provides styling for formatting text in the document such as Normal and Hyperlink.

Editing

The Editing Ribbon contains various icons that are flat design and represent the Find and Replace buttons.

Find: Enter text to be found within the document.

Replace: Enter information to replace located text within the document.

Insert

Pages

The Pages Ribbon contains a flat design page icon with a small arrow with the text Page.

Page: Insert a page break at the current location within the document.

Tables

The Tables Ribbon contains a flat design table icon with the text Tables.

Table: Inserts a table at the current location within the document.

Design

This tab will only display when working within a table.

Table Style Options

This toolbar within the Design tab only displays when working within a table.

Provides options for formatting tables in the document such as Header Row, First Column, Total Row, and more.

Table Styles and Borders & Shading

This toolbar within the Design tab only displays when working within a table.

Table Styles: Provides options for table styles such as format titles, quotes, and other text using the gallery of styles.

Line Style and Weight: Provides options to change the style and width of the line used to draw borders.

Pen Color: Used in combination with the Borders button.  This button changes the color of the border lines selected when using the Borders button.  Click this button first to select the border color, then use the Borders button to define where border lines should be displayed.

Borders: Used to customize the borders of the selected cells.  Used in combination with the Pen Color button.

Shading: Used to add color to the background of the selected cells.

Layout

This tab will only display when working within a table.

Select: Used to select the current cell, column, row or entire table.

View Gridlines: Used to show or hide the gridlines within a table.  When turned on, the gridlines only appear where the display of cell borders has been turned off.

Properties: Used to display the Table Properties dialog box.  Advanced formatting options such as margins, alignment, text wrapping, borders and shading can all be managed from here.

Rows & Columns

This toolbar within the Layout tab only displays when working within a table.

Delete: Used to delete cells, rows, columns or the entire table.

Insert Above: Used to add a new row directly above the selected cell.

Insert Below: Used to add a new row directly below the selected cell.

Insert Left: Used to add a new column directly to the left of the selected cell.

Insert Right: Used to add a new column directly to the right of the selected cell.

Insert Cells: Used to insert a single cell into the table. The Insert Cell dialog box appears, with options to shift cells right, shift cells down, insert an entire row or insert an entire column.


Merge

This toolbar within the Layout tab only displays when working within a table.

Merge Cells: Used when two or more cells are selected to join/merge them into one cell.

Split Cells: Used to split the selected cell(s) into smaller cells.  The Split Cells dialog box displays and the number of new columns and rows needed can be entered.

Split Table: Used to split the table selected into two tables.  The row that the selected cell(s) belongs to will become the first row of the new table that is created.

Cell Size

This toolbar within the Layout tab only displays when working within a table.

AutoFit: Used to automatically resize the width of the column based on the text within.  Options include autofitting each cell based on the content within it, autofitting the table to take up the width of the window and setting the columns to a fixed width.

Alignment

This toolbar within the Layout tab only displays when working within a table.


Various options are available to adjust the alignment of text with the table cells.  Examples include align top left, center left, bottom left, top center, center, bottom center, top right, center right, bottom right. 

Text Direction: Change the direction within the selected cells.

Cell Margins: Customize cell margins and the spacing between cells.

Illustrations

Picture: Inserts a picture file at the current location within the document.  Standard picture file options are available to select from.

Format

This toolbar within the Format tab only displays when an inserted picture has been selected.  

Shape Styles

Shape Styles: Lets you style the picture through shape fill, shape outline, and shape outline weight.

Arrange

This toolbar within the Format tab only displays when an inserted picture has been selected.  

Wrap Text: Changes the way text wraps around the selected object. Seven different wrap options are available including In Line with Text, Square, Tight, Through, Top and Bottom, Behind Text and In Front of Text.

Position: Positions the selected object on the page. Text is automatically set to wrap around the object.

Bring to Front: Brings the selected object forward so that it is hidden by fewer objects in front of it. Three options are available including Bring Forward, Bring to Front and Bring in Front of Text.

Send to Back: Sends the selected object backward so that it is hidden by the objects in front of it. Three options are available including Send Backward, Send to Back and Send Behind Text.

Links

Bookmark: Creates a bookmark for selected text and assigns a name to that specific area of the document.   Hyperlinks can be made to move directly to that location.

Hyperlink: Creates a link to a webpage, a file, an application, an email address or a place in the same document.

NOTE: To send an email enter the following in the address field – mailto:emailusername@domainhostname.  For example, mailto:jdoe@onestreamsoftware.com.

Header & Footer

Header: Insert a Header into the document or go to the Header section if a Header already exists within the document.

Footer: Insert a Footer into the document or go to the Footer section if a Footer already exists within the document.

Page Number: Inserts the current page number, wherever the cursor is located within the Header/Footer areas of the document. 

Page Count: Inserts the total number of pages in the document, wherever the cursor is located within the Header/Footer areas of the document. 

Navigation

This toolbar within the Design tab only displays when working within the Header/Footer areas of the document.

Go to Header/Go to Footer: Activates the Header/Footer section on the page so it can be edited.

Show Previous: If the document has been broken into sections, this navigates to the previous section’s Header/Footer.

Show Next: If the document has been broken into sections, this navigates to the next section’s Header/Footer.

Link to Previous: Creates a link to the previous section so the Header/Footer in this section contains the same content as the previous section.

Options

This toolbar within the Design tab only displays when working within the Header/Footer areas of the document.

Different First Page: Used to insert a unique Header/Footer for the first page only of the document.

Different Odd & Even Pages: Used to insert different Header/Footers on even and odd pages.

Close

This toolbar within the Design tab is only displayed when working within the Header/Footer areas of the document.

Close Header and Footer: Used to close out of the Header/Footer Tools and return to the document.

Text

Text Box: Inserts a text box into the document.

Object: Inserts an embedded object, such as another Word Document or an Excel Chart.

Quick Parts: Insert document variable syntax for content and formatting strings.

Field: The field to insert document variables and arguments.

Symbols

Symbol: Inserts standard characters and those not found on the keyboard into the document.

Page Layout

Page Setup

Margins: Used to set pre-defined or custom margin sizes for the entire document, or the current section. 

Orientation: Used to change the pages between landscape and portrait layouts.

Size: Used to set the paper size for the current section.

Columns: Used to split the text into two or more columns.

Breaks: Used to insert page, column or section breaks (Next, Continuous, Even or Odd).

Line Numbers: Used to insert line numbers in the margins on each line of the document.  Options include restarting numbering on each page, each section, suppressing numbers for current paragraph and custom settings.

Page Setup: Opens the Page Setup dialog box where margins, orientation, paper size, headers/footers and header/footer placement can all bet set/edited.

Page Background

Page Color: Used to choose a background color for all the pages in the document.

Watermark: Insert and configure text and image watermarks within Text Editor documents. See Text Editor Watermarks.

Remove Watermark: Remove all watermarks from the Text Editor document.

References

Table of Contents

Table of Contents: Used to create a Table of Contents for the document. 

Update Table: Used to update the Table of Contents so that all entries reference the correct page number.

Add Text: Used to add the current paragraph into the Table of Contents.

Captions

Insert Caption: Used to add a caption to a picture or another image.  It is used to describe the object associated with it and appears below the object.  Captions can be created for the following items:

  • Figures Caption: Used to add a caption to a figure or picture within the document.

  • Tables Caption: Used to add a caption to a table within the document.

  • Equations Caption: This option is not used or supported because equations cannot be created in the OneStream Windows App Text Editor.

Insert Table of Figures: Similar to the Table of Contents, this is used to insert a table that lists all the figures or tables that are contained in the document.    The following types of tables can be created.

  • Table of Figures: Includes a list of all the Figures in the document that have captions associated with them.

  • Table of Tables: Includes a list of all the Tables in the document that have captions associated with them.

  • Table of Equations: This option is not used or supported because equations cannot be created in the OneStream Windows App version of Text Editor.

Update Table: Used to update the Table of Figures to include all entries within the document.

Footnotes

Insert Footnote: Add a footnote.

Insert Endnote: Add a endnote.

Next Footnotes: Jump to next footnote.

  • Next Footnote: Jump to next footnote.

  • Previous Footnote: Jump to previous footnote.

  • Next Endnote: Jump to next endnote.

  • Previous Endnote: Jump to previous endnote.

Show Notes: Jump to the footnote or endnote.

View

Document Views

Simple View: Used to show the document as a simple memo.  Page Layout features are ignored in this view.

Draft View: Used to view the document as a draft for quicker editing.  Certain features, such as Headers/Footers are not visible when using this view.

Print Layout: Used to show how the document will look on the printed page.

Show

Horizontal Ruler: Used to display the Horizontal Ruler, which is used to measure and line up objects in the document.

Vertical Ruler: Used to display the Vertical Ruler, which is used to measure and line up objects in the document.

Zoom

Zoom Out: Used to change the view to see more of the page at a reduced size. 

Zoom In: Used to change the view to get a close-up view of the document.

Review

Proofing

Spelling: Used to check the spelling of text in the document.

Language: To set the language used to check the spelling and grammar of the selected text.

Protect

Protect Document: Used to add a password to the document, so that when protected, only users who know the password can edit the document or add comments.  There are options for both of these, and only one can be implemented at a time.

Unprotect Document: Used to unprotect a document that has been locked for editing.  Click the button and provide the previously created password to unprotect the document. 

Comment

New Comment: Used to add comments to the document.  Automatically numbers the comments as they are added to the document.  The comment located at the top of the document is numbered 1 and additional comments are numbered sequentially down the document based on their position.  If a comment is added or deleted, remaining comments in the document are automatically renumbered based on their location within the document.

Delete: Used to delete comments in the document.  Options include the following:

  • Delete Comment: Used to delete the selected comment only.

  • Delete All Comments Shown: This option is not supported in the Text Editor for OneStream Windows App.

  • Delete All Comments: Used to delete all comments in the document.

Spell Checking

A text spell check feature is available only when using the Windows Application.  This feature is set as a default to be inactive.  To enable the Spell Check feature, users must have access to the Application / Tools / Text Editor.  In the Text Editor Tool, the Review ribbon will allow the user to activate Spell Check using the Spell Check button.

The Spell Check feature is enabled for English Culture only.  The culture is determined by each user’s culture assigned in OneStream User Security.  The culture is assigned to the OneStream application on the Application Server Configuration Utility as “en-US”.  Users with cultures other than English (United States) will not have Spell Check available.

Spell Check in Text Editor: The Spell Check will be active as the user enters text, identifying any errors.

To access the Spell Check options, double-click to select the error, then a right-click will expose the Spell Check menu choices.  Choosing the “Ignore” option will only be retained for the current session.  Closing and re-opening to the edit mode will re-check any previously ignored items.

The Options button will allow the user to modify the Spell Check behavior within the current task session.  The settings are not persisted as user preference.

Tracking

Track Changes: Keep track of changes made to this document. Options include the following:

  • Track Changes: Keep track of changes made to this document.

  • Lock Tracking: Use a password to keep others from turning on and off Track Changes.

Display for Review: Choose how you'd like to see changes in the document. Options include: Simple Markup, All Markup, and No Markup.

Show Markup: Choose what types of markup to show in your document. Options include the following:

  • View Comments: Used to show Comments that have been added to the document.  They will be displayed in a column on the right side of the document.

  • Reviewers: Select which reviewers' comments to highlight in the document.

Reviewing Pane: Used to show/hide Comments within the document in a separate window.  The window opens on the left side of the document and can be used to select comments.

Changes

Accept: Keep this change and move on to the next one.

Reject: Undo this change and move on to the next one.

Previous: Jump to the previous tracked change.

Next: Jump to the next tracked change.

OneStream

Data

Refresh Document: Allows you to save and refresh your changes after making edits to the document.

NOTE: This is useful for Document Variables as the Refresh Document button will "re-process" variables.

Field

Show Field Codes: Allows you to show field codes for document variables of the embedded content.

Hide Field Codes: Allows you to hide field codes for document variables of the embedded content.