The left-hand panel of Wdesk, the Document Outline, allows for easy collaboration and provides an overview of how sections are organized. It contains tools that allow you to quickly reorder the hierarchy of document sections, rename them, and create or delete them. The Document Outline also indicates what sections are currently being worked on by other users.
Collaboration in the Document Outline
Because each section becomes locked when it is being edited, organizing a document into multiple sections makes collaboration easier. Icons displayed in the Document Outline will indicate which sections of the document are currently being edited.
A Lock icon next to a section title indicates that another user is currently working in it.
To learn how to ask another user for access to a locked section, see Request Control of a Document Section.
A Pencil icon indicates the sections you are currently working on.
Where you see a Pencil in your Document Outline, other users will see a Lock. When you Share your edits, these icons will no longer appear and the sections you were working in become available for other users on your team to edit.
The Comment icon indicates that at least one comment has been attached to that section.
A blue vertical line indicates that Track Changes have been made in the indicated section.
A - Comment icon
B - Track changes icon
C - Pencil icon
D - Lock icon
Resizing the Document Outline Panel
To resize the Document Outline panel, click and drag the Resize icon located in the upper right corner (B in the image below). The entire outline can be collapsed by clicking the Collapse/Expand Outline icon (double arrows, A in the image below) located in the upper left. Click Collapse/Expand Outline again to restore the Document Outline.
You can view where changes have been made to a document when the outline is collapsed or expanded. When you collapse each section of the outline, the outline status icons move to the left of their parent sections. In expanded mode, the icons appear next to the exact section they are associated with.
Organizing the Document Outline
To add a new section to the document outline, select the title of a section above or below where the new section will be inserted. To add a new section before the selected section, click the Add Section Before icon. To add a new section after the selected section, click the Add Section After icon.
Enter a name for the new section in the text box.
To expand or collapse any section of the outline hierarchy, click the arrow next to that section.
Sections can be moved up and down the hierarchy using the Move Up and Move Down icons on the Document Outline toolbar.
To move a section one level lower in the outline hierarchy, select the section you wish to demote and click the Demote icon.
To promote a section to a higher level, select the section and click the Promote icon.
To delete a section from the document, right-click on the section title and choose Remove. You will need to confirm your desire to remove the section in the pop up dialog box. Choose Yes.
NOTE: Non-printing sections will appear in the Document Outline panel in italics and gray font. See Non-Printing Documents Sections for more information.