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The Style Guide Wizard

An individual Style Guide captures all the rules required to format a project (and all sections associated with that project). When you start a new project, your default style guide will be applied, but you can change to a different style guide any time you like. 

① Open an existing style guide
Go to the Organize tab, filter for public styles (the filter icon is on the right-hand side), and click on any style guide to open it (see image below)
Click on the 'Save as new style' button (see image in section 3) and give your new custom style guide a name


② Your new custom style guide
FYI, the new style guide is considered a custom style guide and is automatically added to 'My Style Guides' (see image above)
Tip: If you want this new style guide to be your default (auto applied to new projects), click on the radio button on 'My Style Guides' (see image above), or visit the Preferences page (go to the drop list next to your avatar)
③ Customize your style guide
To set up your new custom style guide, edit each of the style guide tabs as required (see image below)
Tip: Go to the References tab, and select and an 'Academic' style guide to be applied for references; even if you don't need them now (you might later). 


About

The  'About' tab (see image below) provides metadata about the style guide.

① Set the category
All new style guides have their category set to 'custom'.
The category is primarily used when a style guide is made public. 
② Modify the style guide name
When you saved the style guide you set the name. You can amend the style guide name here.
③ Alter the description
The initial description is from the style guide you saved. You can alter the description here. This is particularly useful if you are sharing your style guide with others. 
④ Add an image

The image is set as a default, or the one from the style guide you saved. Change the image here to something that is meaningful. The image is displayed on the Organize / Style Guides page.

Global Settings

The 'Global tab' tab provides metadata about the style guide.

① Cross-references

The settings here establish the default rules for all cross-references of a certain type. 

Click on 'cross-reference options' to open the menu
There are four types of cross-references: images, headings or titles, footnotes, or endnotes. The formatting is similar for them all
The 'Caption' is the text that precedes the number for the item being selected (e.g., figure number, footnote number).
Images: the caption used here is what gets added under the 'Captions' tab
Headings & Titles are generally left empty; this can be modified when actually setting a cross-reference.
Footnotes: a typical caption might be 'Fn' [see Fn 3]
Endnotes: a typical caption might be 'En' [see En 3]
Page number: make your selection from the drop list, then consider if you need a space before the option, or after the option [see Figure 3, p. 4]
Remember to save any changes
② Page settings
Click on 'page settings' to open the menu
You can modify the following:
Paper size
Orientation
Margins
Page background color
Orphan control (for stray headings)
Widow control (for stray headings)
Remember to save any changes
③ URL links
Click on 'Url links' to open the menu
Change the affects and colour
The 'Url link'; will display a preview of what you will see in the project
Remember to save any changes
Headings & Titles

The 'Headings & Titles' tab  provides the ability to format the default settings for these typographic elements.

① Titles

The settings here establish the default rules for all five titles. The 'Title text' provides a preview of your settings:

Click on relevant 'Title text' to open the menu
Make your selections from the format menu (see image below)
Remember to SAVE any changes BEFORE editing another title


② Unnumbered headings

The settings here establish the default rules for all five different headings. The 'Heading text' provides a preview of your settings:

Click on relevant 'Heading text' to open the menu
Make your selections from the format menu (see image above)
Remember to SAVE any changes BEFORE editing another heading
③ Numbered headings

The settings here establish the default rules for all five different headings. The 'Heading text' provides a preview of your settings:

Click on relevant 'Heading text' to open the menu
Make your selections from the format menu (see image below)
Make your selections from the options on the format menu (see image below)
Style: keep the heading on the 'same line' as the number (typical setting), or start a 'new line' for the text (good for Chapter 1 on a seperate line to the chapter name)
Numbering
Select the type of numbering from the drop list first
Add any 'Before' text (e.g., Chapter), and 'After' text
Decide if you need any spaces between elements
Re-start numbing: mainly for outline numbering
Avoid page breaking after heading: this is a 'orphan control' setting to make sure your heading does not appear as the last line of a page
Remember to SAVE any changes BEFORE editing another heading or title
Numbering
Select the type of numbering from the drop list first
Add any 'Before' text (e.g., Chapter), and 'After' text
Decide if you need any spaces between elements
Re-start numbing: mainly for outline numbering
Avoid page breaking after heading: this is a 'orphan control' setting to make sure your heading does not appear as the last line of a page
Remember to SAVE any changes BEFORE editing another heading


Appendix headings

The settings here establish the default rules for all five different headings. The 'Heading text' provides a preview of your settings:

Click on relevant 'Heading text' to open the menu
Make your selections from the format menu (see image above)
Make your selections from the options on the format menu (see image above)
Style: keep the heading on the 'same line' as the number (typical setting), or start a 'new line' for the text (good for Chapter 1 on a seperate line to the chapter name)
Numbering
Select the type of numbering from the drop list first
Add any 'Before' text (e.g., Chapter), and 'After' text
Decide if you need any spaces between elements
Re-start numbing: mainly for outline numbering
Avoid page breaking after heading: this is a 'orphan control' setting to make sure your heading does not appear as the last line of a page
Remember to SAVE any changes BEFORE editing another heading 
Paragraphs & Quotes

The 'Paragraphs & Quotes' tab provides the ability to format the default settings for these typographic elements.

① Paragraph - Block

The 'block' paragraph style is the default paragraph when you hit return in the writing editor. 

Click on relevant 'paragraph text' to open the menu
Make your selections from the format menu (see image below)
Remember to SAVE any changes BEFORE editing another heading


Paragraph - First line indent

The 'block' paragraph style is the default paragraph when you hit return in the writing editor. 

Click on relevant 'paragraph text' to open the menu
Make your selections from the format menu (see image above)
Remember to SAVE any changes BEFORE editing another heading
Paragraph - Hanging indent

The 'hanging indent' paragraph style is typically used for referencing, or setting out glossary entries. 

Click on relevant 'paragraph text' to open the menu
Make your selections from the format menu (see image above)
Remember to SAVE any changes BEFORE editing another paragraph
Paragraph - Long quote

The 'long quote' paragraph style is typically used for setting off (indenting) a long quote (more than 3 lines); and often has a smaller font to other paragraphs.

Click on relevant 'paragraph text' to open the menu
Make your selections from the format menu (see image above)
Remember to SAVE any changes BEFORE editing another paragraph
Paragraph - Numbered

The 'numbered' paragraph style functions similarly to a numbered heading.

Click on relevant 'paragraph text' to open the menu
Make your selections from the format menu (see image below)
Make your selections from the options menu (see image below)
Style: select the image you require
Tabe stop; only relevant for the first style. This sets the start position for the text.
Numbering; select options from the drop list, then decide on the other elements.
Remember to SAVE any changes BEFORE editing another paragraph


Lists

The  'Lists' tab provides the ability to format the default settings for these typographic elements.

① Numbered lists

The 'numbered list' style is the third icon in the writing editor. 

Click on relevant list level text to open the menu
Make your selections from the format menu (see image below)
Make your selections from the options (see image below)
Indentation: block paragraph, first line indent paragraph, or hanging indent paragraph style
Indent: identify how far do you want the numbering to appear from the left-hand margin
Style: the number is offset from the text, or the tex wraps back under the number
Offset: identify how far do you want the text offset from the number
Numbering: select the number style from the drop list first, then add the other elements
The preview will only display the font family, font size, font color, and indent selections (i.e., not the numbering choices)
Remember to SAVE any changes BEFORE editing another list


Bulleted lists

The 'bulleted list' style is the second icon in the writing editor. 

Click on relevant list level text to open the menu
Make your selections from the format menu (see image below)
Make your selections from the options (see image below)
Indentation: block paragraph, first line indent paragraph, or hanging indent paragraph style
Indent: identify how far do you want the numbering to appear from the left-hand margin
Style: the number is offset from the text, or the tex wraps back under the number
Offset: identify how far do you want the text offset from the number
Bullet: select the style from the drop list
The preview will only display the font family, font size, font color, and indent selections (i.e., not the bullet choices)
Remember to SAVE any changes BEFORE editing another list


Outlined lists

The 'outline list' style is the second icon in the writing editor. 

Click on relevant list level text to open the menu
Make your selections from the format menu (see image below)
Make your selections from the options (see image below)
Indentation: block paragraph, first line indent paragraph, or hanging indent paragraph style
Indent: identify how far do you want the numbering to appear from the left-hand margin
Style: the number is offset from the text, or the tex wraps back under the number
Offset: identify how far do you want the text offset from the number
Numbering: select the number style from the drop list
The preview will only display the font family, font size, font color, and indent selections (i.e., not the numbering choices)
Remember to SAVE any changes BEFORE editing another list


Captions

The 'Captionss' tab provides the ability to format the default settings for these typographic elements.

① Charts, Exhibits, Equations, Figures
The process is the same for all five different captions
Click on the 'Caption above image' label and the 'Format menu opends (see images below)
In the format menu:
Caption: 
Label: This has been pre-set with the caption label, but change it as you require
Style: the caption can be formatted in four different styles; select the required icon
Position: the caption position is currently not in use (for right and left captions)
Alignment: the caption alignment is currently not in use (for right and left captions)
Number: 
Before: select any brackets you might require before the number
Number: select the number format
After: select any brackets you might require after the number
Space: tick the check mark if you need a space after the number (typically, yes)
Legend: the legend is currently not in use


② Tables

There are two sections to the table:

Caption template (see the above section)
Table template: this allows you to create a pre-defined format for the table (see image below)
Click on any element and the table format menu will open (see image below)
Format table rows enables you to create settings for the (use the radio button to select which one to format):
Header row (typically with borders; select 'H' when editing a table)
Odd row (e.g., to add a fill color)
Even row (typically left blank)
Footer row (might need borders)
Format table columns (use the radio button to select which one to format):
First column (usually the one with labels in it)
Odd column
Even column
Last column (might need a bottom border; as indicated)
Borders and fill will be applied to the item you are editing (select relevant radio button)

③ References in legend

At the moment, the legend must be added manually. We hope to provide some automated support for this in the future. To add a legend see the images 'HowTo' guide.

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