Document Editor toolbar

This topic documents the actions available on the Document Editor toolbar. The toolbar is also available in the Test Execution View. Toolbar actions are listed in this topic as they appear left to right on the toolbar

Action	Description
Save	Saves changes to the Document. Disabled when there are no unsaved changes.
Operations	Drops down a menu of available Document operations. See Operations Menu.
Undo	Rolls back changes until the undo limit is reached.
Redo	Reapplies changes undone by Undo until the limit of undone actions is reached.
Paragraph Type	Applies paragraph or heading styles to the current paragraph. The maximum number of available heading levels can be configured by an Administrator. See the com.polarion.tracker.defaultNumberOfHeadings property for details.
Bold	Formats selected text, or text forward from insertion point, in a bold font.
Italic	Formats selected text, or text forward from the insertion point, in an Italic font.
Formatting	Contains the following formatting options: - Underline, - Strike-through, - Subscript, - Superscript, - Text Color, - Text Background Color,
Font	Enables font selection.
Font Size	Enables font size selection.
Remove Formatting	Removes formatting from selected text.
Convert to Text	Converts selected items to Plain Text.
Mark/Unmark Work Item	Clicking icon marks or unmarks selected text as a Work Item. Drop-down menu enables marking selected text as one of the listed Work Item types, if multiple types are configured in the Document Work Item presentation. The Configure item access the Configure Work Item Presentation dialog where type(s) and other properties of Document Work Items are specified. Enabled if current selection does not contain a Heading, Wiki content, TOC, or Work Item. Also means that selection does not contain two or more Work Items, or combination of more top level elements. Enabled if current selection contains only one Work Item and nothing else.
Ordered List	Formats the current paragraph as a Numbered list (ordered list) item.
Unordered List	Formats the current paragraph as an unordered (bullet) list item.
Continue Numbering Renumber	Presents a toggle control enabling/disabling the continuation of a numbered list that is interrupted by text not part of a list item. Only top-level list items are affected. Numbering of further levels always begins with "1". Continue Numbering is available for plain text, contained Work Items, and referenced Work Items. Continue Numbering is available only in the Document Editor. Work Items containing continued lists will show lists continuing with "1" in other Views (Table, for example), but the continuation is preserved in the Document. List continuation is preserved in Round-trip export for Word. Changes from Word should be re-imported correctly unless a list is interwoven with a different list type - bullet list, for example. Continuation is preserved in copy/paste operations within the same Document.
Outdent	Outdents the current paragraph one level. Disabled if the current paragraph is already as far left as it can go.
Indent	Indents the current paragraph one level until the indent maximum is reached.
Alignment	Sets the alignment for the current paragraph. The action will be denied if the cursor is located in a heading or Work Item text. In a Work Item description, only the alignment of images and tables is supported. (An entire table or just text in a single cell). An image is aligned only when selected. - Left aligns the current paragraph. - Center the current paragraph. - Right aligns the current paragraph.
Insert Image or Attachment Preview	Launches the Insert Image or Attachment Preview dialog with options to upload a local image, select an image attachment, or insert an image currently on your clipboard. The image is inserted at the current cursor position. Enabled if current selection does not contain a Heading, Wiki content, TOC, or Work Item title.
Insert Menu	Insert several types of content into the Document. See Insert Menu.
Table	Inserts a table on the current line if it is empty, or on a new line if not. It is also used to modify an existing table (Add, Remove, Merge or Unmerge previously merged cells.)
Show Sidebar	Displays a menu of Document Sidebar panels and opens a selected panel.
View History	Displays the Document's revisions history and revision comparison features.
Home	Returns the insertion point to the top of the Document.
View	Displays a menu of Work Item Views and opens a selected View in the Work Item Tracker. The opened View contains all Work Items in the Document.
Refresh	Reloads the current Document.
Document Options	Presents a context-sensitive menu of options. The option to display Help is always present.

Insert Menu

Action	Description
Comment	Inserts a comment marker at the current cursor position, opens the Comment sidebar, and inserts a new comment that's ready for editing. Enabled if the current selection does not contain a Heading, Wiki content, TOC, or Work Item title.
Image or Attachment Preview	Available on the toolbars found on Pages, LiveDocs and rich text Work Item fields. It launches the Insert Image or Attachment Preview dialog. The dialog initially displays previews of images and attachments that are already attached. It is also where new images or attachments can be added.
Link or Cross-reference	Launches the Insert Link dialog where a Live Link URL or a Cross-reference can be specified. A hyperlink to the specified URL is inserted at the cursor position. If the Live Link or Cross-reference refers to an item that contains outline numbers, you'll also have the option to include them in the link's text. The cross reference's outline numbers and title update automatically whenever its source's numbers or title change. Enabled if the current selection does not contain a Heading, Wiki content, TOC, or Work Item title.
Diagram	Launches the Diagram Editor and inserts a new diagram at the insertion point when diagram is saved in the Editor.
Table of Contents	Inserts a table of contents on the current line (if empty) or above it if not. Enabled if current selection does not contain a Heading, Wiki content, TOC, or Work Item, and if there is no TOC already inserted in the Document. Only one TOC may be inserted in a Document.
Table of Figures	Enables insertion of a table of figures, table of tables, or a table of other items with user-defined caption labels, on the current line, if empty, or above it if not. The type of table inserted depends on selection in the Caption Label field of the Insert Table of Figures dialog.
Wiki Content	Launches the Insert or Modify Wiki Content dialog in for selecting Wiki syntax and mark-up that inserts Wiki content (macros, for example) into the Document. Enabled if current selection does not contain a Heading, Wiki content, TOC, or Work Item.
Page Break	Inserts a page break on a new line. Page breaks are applied when the Document is exported.

Operations Menu

Action	Description
Filter	Displays the filter bar where you can enter a query that filters the Work Items shown in the Document. For example, the query status:open would filter the Document to show only Work Items with an Open status.
Find and Replace	Displays the Find and Replace dialog, enabling you to find and optionally replace text in the current Document. (Including text contained in Work Items.)
Print	Launches the Print dialog that displays a print preview of the Document and provides print options.
Create Baseline	Document Baselines let you mark and label specific historical changes to a Live Document as baselines.
Export to PDF	Launches the Export to PDF dialog with several export options and exports the Document content to a PDF file.
Rename	Launches the Move or Rename dialog with options to Rename the document or Move it to another Space.
Reuse	Launches the Reuse Document dialog with options to reuse the current Document.
Branch	Launches the Branch Document dialog for branching the current Document to create a variant.
Compare With	Enables user to compare the current state of a Document with some other Document, or the last saved version of the current Document.
Word Round-trip	Via its sub-menu, let you Export the current document to Microsoft Word for review, comment, or editing by an external user, and Import Changes in a previously exported Word round-trip document back into Polarion. For more information, see Sharing Documents Using Word Round-trip.
ReqIF Round-trip	Lets you Export a document in the ReqIF (Requirements Interchange) format or Import Changes made to a ReqIF document outside Polarion, back into the portal.