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Footnotes
and Endnotes: Setting or changing margins, numbers, font sizes,
tabs and other formatting in WordPerfect notes
Related topics:
Related macros:
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General tips
- In WordPerfect's inline Help (F1; Index tab)
look up the topic, "Format (in WP8)," or "Formatting"
(in WP9+). Under that Help heading, look for "footnotes
(or endnotes)." It contains some useful information.
- Generally, when you first create a note the
note uses ("picks up" or inherits) the font and font
size of the default (or "initial") document style.
The font and other formatting codes for the default document
style are embedded in the [Open Style: DocumentStyle]
code at the top of the document, which can be seen in the Reveal
Codes window. If you want to force all notes to take on the document's
font, font size, etc., -- as you might need to do when you copy
a document with notes into your current document and the current
document has a different default style -- you can set new format
codes for the entire document, including all footnotes and endnotes,
with File, Document, Current
Document Style (which opens the Styles
Editor). The notes for that particular document then will take
on the font and other formatting of the new style setting. (If
you want the new settings to be used by all new documents based
on that document's template, enable the checkbox, "Use as
default," at the bottom of the Styles Editor dialog.)
- Note that a footnote or endnote is itself
just another WordPerfect style (you'll see them listed under
Format>Styles, if they exist in the document), so you can
edit the existing footnote or endnote style to suit your needs,
overriding the document's default settings (see previous paragraph).
Thus, you can have the body text and other structures have one
style of text, and notes have another style -- such as a smaller
font than the body text.
- If you want to change the note's style there
are several questions to ask yourself first. For example:
- Is the style of the note's superscripted
number in the body of the document's text acceptable? For example,
do you want the number enclosed in parentheses, bolded, and/or
made relatively larger, etc.? You can change the style of the
note's number in the body text area of the document independently
of changes to the note's text at the bottom of the page or the
end of the document.
- What about the style or format of the note
itself? Do you want to use a smaller font in the note itself,
full justification, or insert a space between the note's number
and the note's text?
- Do you want to apply any changes you make
to the current document only, or to all future documents based
on the template? (If the latter, see the end of the second major
paragraph above.)
- Do you use footnotes and have unwanted page
breaks/pagination in the document? Document pagination is dependent
not only on the size and location of the current footnote but
also on adjacent footnotes -- particularly the location of the
immediately following footnote number. You can try shortening
(or breaking up) a footnote's text, relocate the next footnote
reference further down in the document, and so on. For more on
this problem, see this
thread on WordPerfect Universe.
- Note that if you try to put a footnote in
a header row of a table or in a cell that spans pages, you will
find that the Footnote/Create option is unavailable. You must
use an endnote in that situation.
- Read through the remainder of this page.
There are some tips that may help you solve a footnote or endnote
problem.
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Temporary changes
(current document)
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To make changes for just the current document,
you may first have to go to the top of the document before
all notes if you want all notes affected by your changes. Otherwise,
position the cursor just before the note where you want the change
to take effect.
Click Insert, Footnote/Endnote, and click
on the type of note (Footnote or Endnote); then click Options,
Advanced. The Advanced Footnote (or Endnote) Options dialog pops
up, which allows you to make changes to the note's style.
Example: You can change various aspects of footnotes and endnotes
with the Advanced settings built into each style. Click Inset,
Footnote (or Endnote), Options, Advanced. You might want more
vertical spacing between notes, so set the "Space between
notes" option. You can edit the number's style as it appears
in either the body text area or in the note itself. Explore these
and other options with a "test" document that has notes
in it.
Example: You can change the Numbering Style in the document
itself with the "In Text" button, or change the note's
text formatting (margins, fonts, etc.) using the "In Note"
option.
In the former case, you could change the relative
size of the note's number in the body text of your document:
While in the footnote's Styles Editor that pops up when you click
"In Text," select the [Footnote Num Disp] or [Endnote
Num Disp] code with your mouse and make it relatively larger
with Format, Font, Relative Size. If you are modifying the footnote
style, the codes should look like this in the Styles Editor:
[Superscript][Large][Footnote
Num Disp][Large][Superscript]
I prefer to have a space before and after
the number in body text, so I've added spaces to each end of
the above codes by simply pressing the <Spacebar> key.
In the latter case ("In Note") for
example, when the Styles Editor opens to allow editing the note's
style you could insert a space before the codes to produce a
space between the number and the content of the note itself.
This saves having to type in a space when creating each note,
if you prefer a space separator.
Use any of the items from the top menu of
the Styles Editor to change the note's style. You can also drag
codes out of the dialog window to delete them (or simply backspace
over them).
When you are done, press OK twice, then Close,
to return to your document.
Example: Here's an example requiring new tab settings inside
the footnote for the second and subsequent paragraphs in a multi-paragraph
footnote:
In the Corel WP10 newsgroup (April 2004) a
user posted the following:
"I want to set a tab within the footnote
style that would apply ONLY within footnotes (and that would
NOT change the indentation for the footnote's first line), in
order to indent a within-footnote paragraph's first line a lesser
distance than the footnote's opening line's indentation.
The reason for doing that is to make it obvious
to a quick reader that a paragraph within a footnote is not a
new footnote with its number missing. Ordinarily, this really
isn't necessary, but it helps when a long footnote is split across
pages, especially if the continued footnote happens to start
with a within-footnote new paragraph."
Wolfgang Deiminger replied with this technique:
"Open the Footnote Style in your document.
See if there is any Tabset code there. If so, delete it. Place
the cursor at the very beginning of the style codes. Then do
Format, Line, Tabset. In the dialogue, first delete all Tabs.
Then ckeck Interval, enter .25" in the interval field, click
Set, then click Set and Close. ... This takes you back to the
footnote style codes. Here you will see a Tab Left or Hard Tab
Left code. Add another Tab Left code there by pressing Ctrl+TAB
(Pressing TAB alone takes you to the next option in a dialogue).
Then OK out.
Now the first line of any footnote will be
indented by .5" [or whatever setting is used in the Current
Document Style], whereas pressing TAB at the beginning of a new
paragraph will indent the first line only by .25" (of course
you can use any distance you like). There is no change of Tab
settings in your main text."
One small caution:
Unlike WP8/9, inserting a new tab setting
in WP10/11/12 in the Styles Editor with Format, Line, Tab Set
also inserts two extra codes mmediately
following the newly inserted [Tab Set] code:
[Dot Lead Char][Dec/Align
Char]
These codes can be deleted before closing
the Styles Editor.
(This happens on my system, US language versions.
I don't kinow if it happens with other language versions of WP10/11/12.)
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Quick changes
to the current document
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If Reveal Codes is open, click inside any
note. Then double-click the [Open Style: Footnote] or
[Open Style: Endnote] code. This will bring up the Styles
Editor for the note itself.
Most often this is useful
for changing footnote margins to the same
margin settings that exist in the document. Use the Styles Editor's
menu and click Format, Margins and set the left and/or right
margins to match the body text area's margins.
[Starting with WordPerfect
11, if you enable a checkbox option in the Insert, Footnote/Endnote
dialog ("Align with document margins") WP will place
a LftMar code in the footnote's (or endnote's) text. This causes
the note's text to align with the current page's left
margin; however, the note's number at the bottom of the page
will still be at the extreme left (the default location). You
might prefer setting the left margin for all notes inside
the Footnote (or Endnote) style code as explained in the previous
paragraph. This places the number in alignment with the left
page margin.]
You can also click the justification button on the
Styles Editor toolbar for fully justified footnote text, etc.
Note that you can set the font size for all footnote
or endnote text in the Styles Editor. You can even set the font
size to a fractional size (e.g., 10.5 points), but it is not obvious how to
do it: In the footnote's or endnote's Styles Editor, do not use
the font size drop list on the Editor's property bar. Instead,
use the Styles Editor's top menu by clicking Format, Font. The
Font Properties dialog appears. On the Font tab, type the fractional
size (e.g., 10.5) in the Size field, then click OK. This inserts
a [Font Size] code in the Editor's Contents pane, at the current
cursor location. [Thanks to Billvv on WordPerfect Universe for
this tip.]
To make these changes the default for future
documents, see the next section.
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A typical problem: There's
a different font in the footnotes than the font used in body
text.
Q:
I would create a footnote in a document that was done in Times
New Roman, and the footnote without fail would be created in
Courier (the number in the document body was TNR, but at the
bottom of the page everything was in Courier). Any ideas on how
to fix this?
A: The
font of the footnote's text (and endnote text) is controlled
by the document's default font, which in your case appears to
be Courier. If you go to the top of the document, double-click
the [Open Style: Document Style] code in Reveal Codes. You should
see the document's default font in the Styles Editor -- probably
set to Courier. Also, somewhere at the top of the document itself,
you'll probably see a Times font code. The Times font applies
to the body text from that point forward, but "substructures"
such as footnotes, endnotes, headers, text boxes, comments, etc.,
will take their font from the default document style.
There are a couple of ways to solve this:
- Change WordPerfect's default document style
in the Styles Editor to Times New Roman (and if you wish this
to be the default for all new documents in the future,
check the box "Use as default"). The footnotes (or
endnotes) should now appear in TNR.
- Note: To
set new fonts or font sizes, I suggest you change the default
document style either by double-clicking the [Open Style: Document
Style] code in Reveal Codes, or with the menu selection, File,
Document, Current Document Style (not Default
Font, which only works if there are no existing font codes
in the Styles Editor).
- An alternative is to change only the notes'
font for the current document (as described above in this section):
With Reveal Codes open, click inside any note. Then double-click
the [Open Style: Footnote] or [Open Style: Endnote] code. This
will bring up the Styles Editor for the notes in the document.
Enter the font you want to use for the document's notes.
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Permanent changes
(all future documents)
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To make your changes apply to all future
documents, you can copy the newly modified note's style to the
default template. (For more information
about the default template, where it is and how to edit it, see
here.)
Step 1. Make
your changes to the appropriate footnote or endnote style as
explained in the sections above.
Step 2.
- Click Format, Styles. A Styles dialog opens.
- Click the Options button and choose
Settings (in WP9+) or Setup (in WP8).
- WP9+: In
the Style Settings dialog, enable both the checkbox
"WordPerfect system styles" and the radio button,
"WordPerfect heading styles and all other system styles";
this option allows displaying all styles in the previous
Styles dialog.
WP8: In the Style Setup dialog, click the "System"
box to enable it, then OK.
A note of caution about the
radio button, "Save new styles to ... Default
template," and how to use it:
If you enable (i.e., click) the "Save
new styles to ... Default template" radio button
you won't have to manually copy the new note's style to the default
template (see Step 3 below), as long as you save the current
document after making your style modifications and after
enabling this button. If the document was saved after you
made style changes but before enabling this button --
and not saved again during the session -- then the changes will
apply to the current document only. [The button says to "Save
new styles..." when it probably should say to "Save
future styles..." (meaning "Save any styles
created after this radio button is enabled"). The latter
label would imply that you should enable the radio button of
your choice first, before making any new modifications
to the style.]
Reminder: If
you enable "Save new styles to ... Default template,"
it is a good idea to return this setting to "Save new styles
to ... Current document" before modifying any other
styles and (probably) before working on new documents. This
will prevent you from inadvertently saving other new or modified
styles to the default template (unless, of course, you really
want to do that).
At this point you have two choices of action
with the "Save new styles to..." buttons:
Choice 1. If
"Save new styles to ... Current document" is
still enabled (the dialog's default setting and probably the
appropriate choice for most users), proceed to Step #3 below.
Choice 2. If
you have enabled "Save new styles to ... Default template,"
future changes made after this button was enabled will
be saved to the default template when you save the current
document containing any such changes. You can stop here ... but again,
unless you want this to be your default choice for all future
style changes, remember to return this setting to "Save
new styles to ... Current document"; see the previous
paragraphs.
Step 3. Copy
the note's new style to the default template.
- Click OK to go back to the Styles dialog
(in WP9+) or Style List (in WP8).
- From the "Available styles" list,
select (i.e., highlight) one of the styles you modified:
- Endn#inDoc (the Endnote numbers in the
body text area of the document)
- Endnote (the
Endnotes at the end of the document)
- Ftn#inDoc (the
Footnote numbers in the body text area of the document)
- Footnote (the
Footnotes at the bottom of various pages)
- Optional:
You can make further changes at this point by clicking Edit,
then OK when done to go back to the Style List or Styles window.
- Click Options, Copy. Click the "Default
template" radio button, then OK.
- Repeat the select-and-copy operation for
any of the other note styles.
- Click Close to return to your document.
If you want to restore these modified
styles in the default template to their original state,
you can either (1) follow the above procedure and save a newer
version of the style that does not contain the custom modifications,
thereby replacing the modified style, or (2) edit the default
template and use the Options, Reset button to reset
the modified styles to their default state. |
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Setting new
note numbers
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To set new footnote or endnote numbers, place
your cursor anywhere before the point in the document's
text where you want the new numbering to take effect, then (on
the main WP menu) click Insert, Footnote/Endnote, Options, Set
Number. Select a new number, or click the radio button to increase
the next note's number by one. Click OK, then Close the box. |
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Changing the
font of the "(continued...)" message, and how to remove
the message
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Changing the font of the message
Here's a tip from Charles Rossiter (Corel
C_Tech):
"The font for the '(continued ...)' message
[which appears whenever footnotes spill over to the next page]
is the font active at the very top of the main text. If you have
a font set in your current document style, it uses that font.
So you could set a font in the current document style [File,
Document, Current Document Style], and immediately change the
font at the very top of the document."
Removing the message
Go to the top of the footnoted document and
click Insert, Footnote/Endnote and make sure the Footnote radio
button is selected. Then click Options, Advanced. Then uncheck
the "Insert (continued...) message" option. Click OK,
then Close.
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Hiding note
numbers
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It is possible to have footnotes (or endnotes)
without displaying the note's number in the text or in
the note (or both).
For example, this might be useful if you want
to keep some explanatory text -- something less formal than a
footnote -- at the bottom of a page so that if the related body
text is moved, the explanation will move along with it.
Here's how to do it (based on a tip posted
by "Re~Silient" on the Corel WP10 newsgroup). Basically,
you color all note numbers white so they won't print.
In the text -
- Click Format, Styles, select Ftn#inDoc or
Endn#inDoc
- If the note style is not shown on the Style
List, click on Options, Setup, and check (i.e., enable) the box
to display System styles. DO NOT CHOOSE the option in this dialog
to save the modified style to the default template unless you
really want the changes to apply to all future documents based
on the default template.
- Click Edit.
- In the Styles Editor's Contents field, place
the cursor just in front of the [Footnote Num Disp]
or [Endnote Num Disp] code.
- Click Format, Font, then text color. Select
white, and click OK.
- Place the cursor just after the [Footnote Num Disp]
or [Endnote Num Disp] code.
- Click Format, Font, then text color. Select
black, and click OK.
- Click OK to exit the Styles Editor, then
Close. All note numbers in the body text are now colored white,
but the codes will still show in Reveal Codes.
In the note itself (in
Reveal Codes) -
- Double-click on the [Open Style] code at
the beginning of the note. This will open the Styles Editor for
the note's text.
- In the Styles Editor's Contents field, place
the cursor just in front of the [Footnote Num Disp]
or [Endnote Num Disp] code.
- Click Format, Font, then text color. Select
white, and click OK.
- Place the cursor just after the [Footnote Num Disp]
or [Endnote Num Disp] code.
- Click Format, Font, then text color. Select
black, and click OK.
- Click OK to exit the Styles Editor, then
Close. All note numbers in the note's text are now colored white,
but the codes will still show in Reveal Codes.
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Using characters
in place of one or more footnote numbers
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A. Using characters in
place of ALL footnote numbers
If you want to use the same text character
(e.g., an asterisk) or symbol (e.g., inserted with Insert>Symbol)
for all footnotes instead of using incrementing numbers
or letters (the default method):
1. Click Insert>Footnote>Options>Advanced.
2. Set the Numbering Method to "Characters"
and enter an asterisk (*) or other text character(s) in the Characters
field. Click OK.
3. Click Create to start a new footnote, or
click Close to return to the document. The latter will still
insert the code ([Footnote Num Meth], visible in the
Reveal Codes window) that is needed to change footnote numbers
to your chosen text character or symbol.
If you have already created footnotes in the
current document, simply place your cursor to the left of the
footnote code where you want to start using characters (or at
the very top of the document), then follow the above steps, choosing
Close in Step 3.
Tips
- You might want to increase the size of the
characters. See the example in the TEMPORARY CHANGES section
above.
- If you want to replace existing footnote
numbers on each page (1,2,3, etc.) with a sequence of different
character symbols (asterisk, cross, double cross, etc.), you
can do it with a macro written by Roy "lemoto" Lewis.
Direct download: http://www.lemoto.myby.co.uk/download/FtNtStar.zip.
Open the macro for editing and enter your preferred symbols where
indicated.
B. Using characters in
place of SOME footnote numbers
Suppose you have a dozen footnotes and want
footnote #3 and footnote #10 to be preceded by an asterisk character
(*) and not a number, but you want all numbered footnotes
to retain their standard numerical sequence. In other words,
you want the document's footnote numbering to be changed from
this -
1,2,3,4,5,6,7,8,9,10,11,12
to this -
1,2,*,3,4,5,6,7,8,*,9,10
Normally, changing from numbers to characters
in footnotes will change all remaining numbers to characters,
like this: 1,2,*,**,***, ****, etc.
However, there is a way to do it.
(Recommendations: Use this method after
you are finished creating/editing the document. Make a backup
of the document before beginning.
After you try the method so you understand
what is going on, you can use a macro to perform the steps for
you. Download FNN2Char.zip,
and be sure to view the information at the top of the macro's
code.)
1. In the body text, with the Reveal Codes
window open, place your cursor just to the left of the
[Footnote] code for footnote #3.
2. Click Insert>Footnote>Options>Advanced.
3. Set the Numbering Method to "Characters"
and enter an asterisk (*) in the Characters field. Click OK.
4. Back in the Footnote/Endnote dialog, click
Options>Set Number>New number.
5. Change the "number" (it will
show as asterisk characters) to a single asterisk by clicking
the small down ("spin") arrow to the right of the New
number field. (You cannot just delete the characters and add
a single asterisk; you must use the small down arrow button.)
Click OK, then Close (not Create).
6. Back in the body text, place your cursor
to the left of the next footnote (what was previously
footnote #4, but which now has two asterisks as the "number").
[Actually, you can place the cursor immediately
after (i.e., to the right of) the footnote code you just
changed to an asterisk character. This is what the above downloadable
macro does. The idea is to reset footnote numbering back
to a standard "Numbers" format from the new "Character"
footnote forward.]
7. Click Insert>Footnote>Options>Advanced.
8. Set the Numbering Method to "Numbers."
Click OK.
9 Back in the Footnote/Endnote dialog, click
Options>Set Number>New number, and change the number to
"3" (you will want the numbering to start with the
next number in the sequence: 1,2,*,3 ...).
10. Repeat Steps 1-9 for the next footnote
number to change, which at this point will have been renumbered
from #10 to #9 in the body text because you "removed"
a number (#3) from the sequence when you changed it to a character.
Tip:
You can use another macro, Jump2Txt,
that moves the cursor from inside a footnote (or an endnote)
to the note number's location in the body text area of the document,
and vice versa. This might make editing and changing footnote
formats a little easier.
Tip:
You might want to increase the size of the characters. See the
example in the TEMPORARY CHANGES section above.
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Long footnotes:
white space (pagination) problems, and how to divide a long footnote
over several pages
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Do you have one or more long footnotes that
seem to want to stay together on the same page and cause large,
empty areas on a page (or even blank pages) due to WordPerfect's
forcing its own pagination scheme?
This can happen even when you have set the
amount of footnotes to keep together on one page to a large amount
with Insert, Footnote/Endnote, Options, Advanced.
Here's a tip from Charles Rossiter (Corel
C_Tech) that might explain why this happens and what to do about
it:
"The final pagination in relation to
footnotes is dependent not just the current footnote, but also
on its neighbours.
For example, a long footnote anchored to text
in middle of page 5 (for example) could be expected to flow as
a continued footnote at the end of page 5, flowing to page 6.
But suppose the next footnote is anchored to text two lines further
down on page 5. What will happen?
WP will create the first footnote on page
5, flowing over to page 6. But WP will also try to place the
second footnote on page 5 -- but it cannot. So WP is forced to
paginate so that the second footnote number is on page 6, where
there is space available. Result: a forced page break just before
the second footnote number.
The resolution of this problem is a matter
of your creativity. Shorten footnote 1; re-format text to separate
the 2 footnotes; create a dummy footnote number in the text,
with a real, but hidden, footnote number on the next page --
and so on."
To these tips, "J.A.G." at WordPerfect
Universe added:
- Use endnotes.
- Make appendixes of your too long notes, and refer to them in
the footnotes ("See Appendix I, II, ..."). [You can
also use Tools, Reference, Cross Reference to automatically cross-reference
from a footnote reference to a specific Target page in the Appendix.]
Dividing footnotes
Think of a footnote as somewhat like a separate
document. If you need to break up a footnote across several pages,
place your cursor at the desired locations and press <Ctrl+Enter>
to insert a hard page break.
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Change the footnote
separator line's color
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Assume you want a gray (UK: grey) separator
line between body text and footnote. You can, of course, use
any color.
Here's a tip based on a newsgroup post by
Charles Rossiter:
[At this point you might want to locate your
cursor at the top of the document so that all footnote separator
styles change from that point forward. Otherwise, WordPerfect
will put a [Delay] code at the top of the document and delay
the onset of the new line style until it reaches the location
where the cursor is currently located.]
First, create a gray line style that the footnote
(and other features) can use:
- Click Format, Graphics styles;
- click the "Line" radio button.
- click on "Single"; Options; Copy;
and name the copy to be "Single Gray,"
- then click OK.
Next:
- Click on Single Gray; Edit; and click the
Color button to change the color to gray as required.
- Click OK, then Close.
Finally:
- Click on Insert; Footnote/Endnote; (be sure
the Footnote radio button is selected); Options; Separator; Line
Style. This gives a graphic display of line styles, and a drop-down
list of graphics styles. In the drop-down list, select the last
entry "Single Grey".
- Click OK, then Close.
Note: This procedure
puts a [Footnote Sep Ln] code in the document (or inside a [Delay]
code if you do not start on page 1). If you double-click on this
code in Reveal Codes, you have a quick method of changing the
line's spacing, format, and style. |
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Use two different
footnote styles in the same document
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Assume you have a document where page 1 has
a large left margin, and page 2 and following pages have a normal
margin or one that differs from page 1 (resetting page margins
on page 2 is best done with a delay
code).
In overview, you need to create two, new footnote
styles and a small macro to employ them when needed in the document.
Create the styles. For this example let's
call them FootnotePg1 and FootnotePg2.
First, create a typical document that you
plan to use these new footnotes in, and be sure it contains at
least one footnote so that the Footnote style appears in Format,
Styles. Be sure your cursor is not inside the footnote.
For "FootnotePg1":
Step 1.
- Click on Footnote in the styles list to choose
it;
- click Options, Copy, Current document.
- (If your style comes out OK, you can repeat
the process later and use "Default template" so it
can be used in all new, blank documents. Or see here
for methods of saving custom styles to templates.)
- Give the style a name (e.g., FootnotePg1)
in the Styles Duplicate dialog that pops up.
- Click OK. You should see the new style listed
in the Available styles list.
Step 2.
- Click on the new style's name in the list,
then click Edit.
- Use the Styles Editor's Format menu to set
a new left margin, and then delete the tab code (optional). Be
sure to leave the three codes that superscript the footnote number.
Remove (drag out) any stray [Paper Sz] code that might have been
inserted.
- Click OK.
For "FootnotePg2":
Repeat Step 1, using the different name. If
you want to use non-default margins for page 2+, repeat step
2.
Click Close to exit the Styles dialog.
Now, create this macro in your default macros
folder:
FootnoteCreate
DeleteCharPrevious
If(?Page=1)
StyleOn("FootnotePg1")
Else
StyleOn("FootnotePg2")
Endif
Return
The macro inserts a footnote on the current
page. If it is page 1, it will create the footnote using the
FootnotePg1 style. If it is any other page, it will create the
footnote using the FootnotePg2 style. Note that these styles
must already exist in the document (or the template on which
the document is based).
Once created on your system, the macro can
be accessed from a menu, toolbar button, and/or shortcut key:
See here. |
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How to format
footnotes into two columns
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To prevent misunderstanding, let me explain
further:
The topic here is not about using footnotes
in body text that has been formatted into one or more columns
of text with Format, Columns. Rather, this topic describes a method of producing footnotes
where each footnote is split into two columns inside the
footnote itself. The body text on these
pages might be formatted as a single column (or no column formatting
at all) or it might be formatted in multiple newspaper columns.
[N.B.: WordPerfect does not support creating
footnotes in parallel columns. However, footnotes can
be created in newspaper columns. You can change parallel
columns to newspaper columns by double-clicking the [Col Def]
code in Reveal Codes.]
The following is based on the author's reply
to a post
on WordPerfect Universe. It is a bit time consuming since
it is not an automatic method, but it gets the job done.
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Firrst, make a copy of your document, then
convert all footnotes in it to "plain text" endnotes
in a separate document with my Note2Txt
macro.
[In the first menu dialog that appears when
you play the Note2Txt macro, choose "Footnotes" and
"Separate document." In the second menu dialog, format
the notes to your preferences (perhaps use just superscripted
numbers without a "terminator" but with a space after
the number). In the third dialog that appears (after you click
Convert Notes), choose the second option -- "Number notes
where they were in the original document."]
You should now have two documents: the original
with note numbers in plain text in the body text area instead
of [Footnote] codes, and a separate "notes" document
containing all notes in plain text.
Go to the first page that has note numbers
on it, and take note of which notes should appear at the bottom
of the page. Then go to the separate "notes" document
and select the notes that should be on that first page in the
main document. While text is selected, click Insert, Text box
to insert the selected notes into a text box. (You can remove
the border later.)
Select the note material inside the text box
and set any desired font, font size, etc.
Change the notes to two columns: Place the cursor at the top of the note material
inside the box, before the first note's number, and click Insert,
Columns to change the material to two-column format; choose "Balanced
newspaper" columns if desired. (The box size might change;
you can resize the box later.)
Click outside this box to get out of the box's
edit mode, then right-click on the box and choose "Select
box" from the context menu that appears. Press <Ctrl+C>
to copy the box to the Windows clipboard.
Go to the first page with the notes, and paste
(<Ctrl+V> ) the text box anywhere on the page. Right-click
on it and select Position, Attach box to: Page, and set a Vertical
Box Position of "0" inches from Bottom Margin. Enable
the checkbox, "Box stays on page." (The Horizontal
Position should probably be Center of Margins.) Click OK.
To remove the border from the text box, right-click
the text box and choose Border/Fill, choose the "empty"
icon to set the border style to "no line" style, then
click OK.
To resize the box, right-click the text box
and choose Size, then set the Width to Full.
Go to the next page with note numbers on it
and repeat the text box creation procedure for those specific
notes, copy the box, paste it, etc.
Since you have converted footnotes to endnotes,
then inserted a text box on the previous page, you probably will
need to be careful when examining the document to ensure that
the new "boxed" notes end up on their proper pages.
Tip: You can
add hard returns prior to the [Col Def] codes in the footnotes
to add spacing between the footnotes and the body text. |
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Indenting
all footnote text while leaving note numbers at the margin
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Here's a tip based on a post on WordPerfect
Universe (here)
that puts the footnote numbers flush against the left margin
and automatically indents all subsequent footnote text
paragraphs one tab stop inward from the margin:
The effect is made more apparent with multiple
paragraphs in a footnote: They all will line up under the first
paragraph, not at the left margin, like this:

Note that you can apply this formatting to
just the current document or you can save it as a default footnote
style (see above).
Assuming your document page's left margin
is set to 1.0" and your first tab stop is set at 1.25"
--
- Step 1. Click
inside an existing footnote to place the cursor in the footnote's
text area. In Reveal Codes, double-click on the [Open Style:
Footnote] code; this opens the Styles Editor dialog. Note that
the very first code inside the Styles Editor's Contents pane
is another [Open Style] code: This is the formatting code from
the template on which the current document is based. In the next
steps you will remove or add codes after the [Open Style]
code to achieve the new format.
- Step 2. With
the cursor just to the right of the [Open Style] code in the
Contents pane (if it is not in that position, click there with
your mouse), remove any [Hd Left Tab] code with the <Delete>
key. This code is typically inserted to cause the footnote text
to start one tab stop after the note's number. This same effect
will be accomplished below.
- Step 3. Go
to the menu at the top of the Styles Editor dialog and click
Format, Margins. In the new dialog that appears, increase the
left page margin to 1.25" (and the right page margin if
necessary to match the main document's right page margin). This
setting makes footnote text start at the same tab stop
that you use in the main document (in this example, at 1.25").
- Step 4. Exit
from the footnote and open a new, blank document. Click on Format,
Line, Tab Set from the main WordPerfect menu and manually set
the "Tab position" to -0.25" (i.e., minus 0.25
inch) from the left margin, and set it to Repeat every 0.25".
Click Set, then Close to return to the (otherwise blank) document.
(Tip: You can also set tabs every 0.25" with the
TabSet25 macro in the
Library.)
- At this point you can test the effect achieved
by the new tab setting by immediately entering a hard back tab
with <Shift+Tab>. The cursor should move outside the left
margin by 0.25". Note that the [Tab Set] code will not
show this new setting in Reveal Codes, but it is there nonetheless.
- Step 5. In
Reveal Codes, carefully select just the resulting [Tab Set] code,
copy it (<Ctrl+C>), and paste it (<Ctrl+V>) into
the footnote's Styles Editor in the document that contains
your footnotes by editing the footnote as described above
in Step 1. The new code should be pasted immediately after the
[Lft Mar: 1.25"] code. (See the code sequence at the end
of these instructions, below.)
- Step 6. Click
on Format, Paragraph, Back Tab on the Styles Editor menu. This
will insert a [Hd BackTab] code in the Contents pane, just to
the right of the [Lft Mar: 1.25"] and [Tab Set]
codes. This back tab setting moves the footnote number
back to the left margin.
- Step 7. Move
the cursor past the [Footnote Num Disp] code and past
any formatting codes surrounding it (the default is a pair of
[Suprscpt] codes). Click on Format, Paragraph, Indent. This will
insert a [Hd Lft Indent] code. This setting ensures all
footnote paragraphs will be indented one tab stop (here, 0.25")
from the left margin.
- The resulting codes should look something
like this in the Contents pane (and they should be in this order):
- [Open Style: DocumentStyle]
[Left Mar: 1.25"] [Tab Set: (Rel)...]
[Hd Back Tab] [SuprScpt] [Footnote Num Disp] [SuprScpt]
[Hd Left Ind]
- Step 8. Click
OK to return to the document.
All footnotes should now have numbers flush
with the main document's left margin (due to the new tab setting
and the new back tab code), and all footnote text -- particularly
multiple paragraphs in any footnote -- will be indented one tab
stop (due to the new left margin and hard left indent codes). |
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