8.1. "Customize Configuration" menu
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### 8.1. "Customize Configuration" menu

This menu allows end-users (i.e. non-experts) to customize the configuration associated to the document being edited.

End-user customization of configurations by the means of this menu also works when XMLmind XML Editor is deployed using Java™ Web Start.

The following menu items have an effect on a single configuration: the configuration of the document being edited. For example, if you specify DocBook XSL stylesheet parameter `paper.type`=`USLetter` when you are editing a DocBook document, this will have no effect on the DocBook 5 and Simplified DocBook configurations, even if these configurations share their Convert Document menu with the DocBook configuration.

Using any of the following menu items has an immediate effect on all the opened documents associated to the customized configuration. That is, no need to restart XXE to benefit from the customization.

Save Document As Template

  Save the document being edited as a named template. This named template is then displayed in the File → New dialog box.

  This menu item is disabled (grayed) if the document being edited has been modified and thus, needs to be saved. Therefore you need to save the document being edited to disk prior to using this facility.

  Arbitrarily complex documents may be used as templates: a document may be modular, may reference graphics files, etc. This is needed for example to create a document template including the logo of a company.

  User-defined document templates are added and removed using the "Save Document As Template" dialog box.

Save Selected Element As Template

  Save the selected element as a named template. This named template may then be suggested by the Edit tool, depending on the operation to be performed and if this is allowed by the schema.

  This menu item is disabled (grayed) unless an element is explicitly selected.

  User-defined elements templates are added and removed using the "Save Selected Element As Template" dialog box.

Save Views As Default

  Save the current layout of views as the default one. Displays a simple confirmation dialog box.

  Example 1: you want the CSS stylesheet called "Show info about included elements" to be used by default for all your DocBook documents.

  1. Open a DocBook document.

  2. Select CSS stylesheet called "Show info about included elements" in the View menu.

  3. Use Options → Customize Configuration → Save Views As Default.

  4. Open another DocBook document (or use File → New to create a new one) to check that your customization has worked.

  Example 2: when you open a DocBook document, you want to see the styled view in the middle, the tree view at the left and the structure view (i.e. CSS stylesheet called "Document Structure") at the bottom.

  1. Open a DocBook document.

  2. Use View → Add. Select "(no style sheet)" for the Left pane. Select "Document structure" for the Bottom pane.

  3. Use Options → Customize Configuration → Save Views As Default.

  4. Open another DocBook document (or use File → New to create a new one) to check that your customization has worked.

Add Keyboard Shortcut

  Add keyboard shortcuts. In other terms, bind up to two keystrokes (example: "`F2 u`" to a command (example: "`moveElement up[implicitElement]`").

  User-defined keyboard shortcuts are added and removed using the "Add Keyboard Shortcut" dialog box.

Customize Document Conversion Stylesheets

  Using this menu item is a relatively simple way to influence the layout and style of the deliverable (PDF, RTF, HTML, etc) which results from the document conversion.

  The document being edited is converted to other formats by the means of XSLT stylesheets. This menu item allows to:

  - select an XSLT stylesheet other the default one,

  - create a custom XSLT stylesheet on the fly,

  - invoke a specialized editor —XMLmind XSL Customizer— to modify a user-created XSLT stylesheet.

  However, when the document being edited is converted to an HTML-based format (Web Help, EPUB, HTML Help, etc)[15], the HTML pages which are automatically generated by the aforementioned XSLT stylesheets are styled mainly by CSS stylesheets. When this is the case, this menu item allows additionally to:

  - select a CSS stylesheet other the default one,

  - create a custom CSS stylesheet on the fly,

  - invoke a helper application (generally, a text editor) to modify a user-created CSS stylesheet.

  This menu item displays the "Customize Document Conversion Stylesheets" dialog box.

Change Document Conversion Parameters

  Using this menu item is the most basic way to influence the layout and style of the deliverable (PDF, RTF, HTML, etc) which results from the document conversion.

  The document being edited is converted to other formats by the means of XSLT stylesheets. This menu item allows to change the parameters of these XSLT stylesheets (e.g. `paper.type`=`USLetter`).

  This menu item displays the "Change Document Conversion Parameters" dialog box.

[15] As opposed to XSL-FO based formats (PDF, RTF, .docx, .odt, etc).

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