You can add elements such as paragraphs, lists, images,
footnotes, or a table of contents to your template. There are multiple
ways to insert elements and you can select the one that allows you
to work most efficiently.
Before you begin
Consider the outputs you plan to
generate the document into as you design the template. Some elements
and their formatting properties display might not display the same
way across all output formats. As you work on your template, consult
the Element properties reference by output format and preview the output periodically
as you work.
About this task
There are multiple places in the user interface from which
you can insert elements into a template. You can review the benefits
of each and choose the method that you prefer.
Table 1. Methods
for inserting elementsInsert from |
Benefit |
The Outline view |
The available elements that display are only
those elements that can be put in the location you selected in the
template. |
The Palette view |
All elements are visible in the Palette view
as you are working in the Template Content editor. |
The Template Content editor |
The available elements that display are only
those elements that can be put in the location you selected in the
template. You can also work in the Template Content editor without
having the Outline or Palette view open. |
If you do not see the Palette view in Document Studio,
you can add it by clicking . If you do not see the Outline view in Document Studio,
you can add it by clicking .
Procedure
Insert elements into a template from the Outline view,
the Palette view, or the Template Content editor:
- From the Outline view:
- In the Outline view, right-click Content or
another existing element that is a child of Content.
- Select Insert. A context-sensitive list of available elements displays.
- Select an element to add to the
template.
- From the Palette view:
- You can drag the element.
- In the Palette view, click and hold an
element. When you move the cursor into the Template Content editor,
the cursor changes from an arrow to an arrow with a plus sign.

- Drag your cursor to the Template Content editor and release the
element in the location to place the element.
- You can select and place the element.
- In the Palette view, select an element.
When you move the cursor into the Template Content editor, the cursor
changes from an arrow to an arrow with a plus sign.

- Click the location in the Template Content editor to place the
element. You can click multiple locations to place the same element
into multiple places in the template.
- To remove an element from your cursor, click the Select element
in the Palette view.
For some elements, you can place the element inside another
element. For example, you can place a Row element inside a Table element
to add a row to a table. Not all elements can be put inside of others.
When the cursor changes to an icon indicating that you cannot insert
the element
, you cannot insert the element
into the location you selected. For example, you cannot add a Row
element to a Container element.Tip: Because Rational Publishing Engine is
an Eclipse application, you can use the auto-scroll feature to place
elements into locations in the template that are not visible in the
Template Content editor. - Select an element and move your cursor or drag an element into
the Template Content editor.
- Move the cursor to the top or bottom of the template content editor,
depending on which direction you want to scroll.
- Pause at the edge of the Template Content editor. The editor begins
to scroll.
- Move your cursor back into the Template Content editor when the
location you want to place the element is visible.
- Place or release the element in the template.
- From the Template Content editor:
- In the Template Content editor, right-click the template
area or an existing element.
- Select Insert. A context-sensitive list of available elements displays.
- Select an element to add to the
template.
What to do next
In the
Properties view, enter values
to customize the properties for each element you inserted. To open
the Properties view, click .
If you place an element in the wrong place, in the
Template Content editor, you can select the element and drag it to
the correct place. To remove an element from the template, select
it and press the Delete key.