Using Layout Actions in MS Word

Overview

With the help of layout actions, you can apply a layout you have defined in Lucanet Disclosure Management’s layout robot to an Excel worksheet that you want to insert in Word.

By saving a layout robot, you can use layout actions in MS Excel and MS Word to give your tables a uniform design. Use the Configure document option to assign a layout robot to a document.

This article contains the following sections:

Opening the Layout Actions Assistant

To use layout actions in MS Word:

  1. In the Word document, position your cursor in the table to which you want to apply layout actions.
  2. Go to the Word ribbon and click the Insert layout actions button.

    Open the ‘Layout Action’ dialog from the Word ribbon
  3. The Layout Action dialog is displayed in MS Word:

    'Layout Action’ dialog
  4. Configure the layout action (see Configuring Layout Actions), then click Apply.
Configuring Layout Actions

The following options are available in the Layout Action dialog:

A separate layout robot can be stored for each document in Lucanet Disclosure Management. 

To assign a layout robot to a document, you must open the Configure document workspace and add a layout robot in the Layout Robot settings area (see also Configuring a Document).

This is also where you can use the icon to save an already assigned layout robot locally, e.g. to use it in another document.

 

Shows the 'Configure document' workspace. The 'Layout Robot settings' area is displayed. The options for the layout robot are outlined in red. Assign, save, or delete layout robots