Editing Document Canvas Properties

You can edit the properties of your document in the Properties panel. When the Document canvas is active, the Properties panel displays a list of properties that you can modify.

For example, you change the output format from the type that you may have selected in the HTML/Document Wizard. You can also modify the size of a page, the page orientation, you can add bookmarks, and give each page, including the table of contents page, a title and description.

Add a Template to a Document

    Procedure
  1. On the Home tab, in the Content group, click HTML/Document.

    The HTML/Document Wizard opens

  2. For File Type, select Document.
  3. Click Next.
  4. In the Output Format list, choose either PowerPoint PPT or PowerPoint PPTX.

    The Document canvas opens.

  5. In the Properties panel, click the drop-down list at the top, and then click Compound document.
    Note: When using a PPT or PPTX template in a document, the template must be specified at the document level, and not just the component level.
  6. Click the ellipsis button next to the Template Name property.

    The Open File dialog box opens.

  7. Navigate to the template, and click OK.

Create an Adaptive Dashboard

When you create a document using the active report or active PDF output formats, you can enable the Adaptive Dashboard feature for mobile users. This provides a more mobile-friendly layout that is easily navigable on smaller screens while providing access to multiple content items, filters, and in-document analytic features. Charts and reports are shown one at a time, and filter controls are available from a collapsible panel.

    Procedure
  1. On the Home tab, in the Content group, click HTML/Document.

    The HTML/Document Wizard opens

  2. For File Type, select Document.
  3. Click Next.
  4. In the Output Format list, choose either active report or active PDF.

    The Document canvas opens.

  5. In the Properties panel, click the drop-down list at the top, and then click Compound document.
  6. From the Adaptive Dashboard drop-down menu, select Enable.
  7. Add content to the document, such as charts, reports, and filter controls.

    When you run the document on a mobile device, you can swipe to navigate between charts and reports, and tap the hamburger control at the top of the screen to access filter controls.