Add File to vMedia Macro to Default Collection-Master Template

04/04/2018 - Fixed typo: Changed any reference to WPCLS##US to be WPCLS##.
 

These instructions assume you have vMedia installed. The instructions also assume that Collection-Master is installed in the F:\CLSINC directory and that the WORD folder is a subfolder of F:\CLSINC. Verify that these are the correct directory on your system, and, if necessary, make the appropriate changes to these instructions if Collection-Master was installed elsewhere (e.g. F:\ROOT or F:\APPS\CLSINC).

NOTE: vMedia and Collection-Master are separate products. If you would like to acquire Collection-Master, please contact Vertican.

File to vMedia Macro Setup Procedure

1. Open WordPerfect.
2. Open Tools>Settings from the menu bar.

3. Click on the [Files] icon.
4. Open the Template tab.

• Additional Template Folder typically points to F:\CLSINC\WORD.
• Additional Objects Template typically point to the CLS template, i.e. WPCLS##.WPT (## represents your WordPerfect version. This example uses X4.)
  • For example:
    Additional Template Folder = F:\CLSINC\WORD
    Additional Objects Template = F:\CLSINC\WORD\WPCLSX4.WPT

5. Copy the path from the Additional Objects Template to the clipboard [Ctrl-C].
6. Click on [Cancel] to close the File Settings window.
7. Click on [Close] in the Settings window.
8. Open File>Open from the menu bar.

9. Paste [Ctrl-V] your clipboard contents into the File name field.
10. WordPerfect will open to a blank Document1.

Procedure Add [File to vMedia] to the Default Template for Everyone:

1. Right click anywhere on the toolbar.

• Two CMASTER MERGE options appear on the list.
  • The local CMaster Merge Menu is called: WP##US
  • The network CMaster Merge Menu is called: WPCLS##

2. By default, CMaster Merge Menu (WP##US) is checked. Uncheck it.
3. By default, CMaster Merge Menu  (WPCLS##) is not checked. Check it.

4. Right click on the toolbar where you want to add the File to vMedia macro/icon; typically it is added to the toolbar where Merge Letters/Merge Pleadings icons appear.
5. Select Edit from the drop-down list to open the Toolbar Editor.

6. Open the Macros tab.
7. Click on [Add Macro].
8. Depending which version of WordPerfect you are in, open F:\CLSINC\Word\MACXX\ and select File2vMedia.wcm.

9. Click [Select].
10. A  "Save macro with full path?" message appears. Select [No].
11. The new icon/macro will appear on the toolbar, in the Toolbar Editor select [OK].

Procedure Add [File to vMedia] to the User's Local Toolbar:

1. Right click anywhere on the toolbar.

2. Ensure that CMaster Merge Menu (WP##US) is checked.
3. Ensure that CMaster Merge Menu  (WPCLS##) is not checked.
4. Close WordPerfect.
5. Do not save any changes to Document1.
6. Confirm that each workstation is using the same template that was modified in File Settings, i.e. Additional Objects Template F:\CLSINC\WORD\WPCLSX4.WPT.
7. Open Tools>Settings from the menu bar.

8. Click on the [Files] icon.
9. Open the Template tab.

10. Check the Update default template from additional objects template option if it is not already checked.
11. Close WordPerfect.