
What's covered?One of the regular problem areas for authors is printed output from RoboHelp. Like many others, I hacked around until I got it working the way I wanted and carried on from there. Now I have recorded my findings in the hope that it will help others from wasting valuable time. The format is that I will go through the procedure from start to finish covering the normal requirements, then I will cover making changes and the issues that crop up from time to time. If you are reading this topic for the first time I recommend that you read through it all before starting to set anything up, otherwise you might take a path that is wrong for you. I cannot cover how to get exactly the document you want. What I can do is explain how it all works so that you can figure that out. This topic was originally produced for RH HTML X3 but has been revised for RH X5. The wizard for RH for Word is different and not specifically covered here. RH for Word users will need to make some allowances. These are the main sections. |
If you want to print this topic with all the dropdowns included, click the Show All button and then print.
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In RoboHelp Project Manager you will see a folder called Single Source Layouts, start by expanding that to see the options. These will be slightly different in X3 but we are only concerned with one item, Printed Documentation.

If you will only be producing one document, you can leave the default name.
If you will be producing multiple documents, I suggest you right click the folder and rename it to something meaningful for the first document you will create. For illustration, I have set up multiple layouts with clear names.

Double click the required print layout and the wizard will open as below.

Let's take a look at each part of this page.
Field / Button |
About |
| Name of Printed Document |
This defaults from the name given to the layout and will appear on the cover of the document. You can change it to whatever you want, I have changed it from Printed Documentation to All Topics. Look for underscores in the default name, you will probably not want those on your cover. |
| Path for Printed Document |
This is the first place that causes a few problems so pay attention at the back! By default, RH will create a different folder for each layout you create using the name of the layout as the folder name. If you define your own path, then whatever folder you select, it can only contain one printed output. So if later I create a document for Module B and use the same path as for Module A, even though the file name is different, RH will delete any document it finds in that folder. Many a good document has been lost through that! |
| Create Individual Documents or a Single document. |
For now, I am going to select the Single document option. I'll add something about individual documents later. |
| Images |
Select your required option. Personally I always embed the images so that everything is in the document but you may have different needs. |
| Build Expressions |
I don't use these but I think you will figure what is needed here. One thing to note is that the list of topics you get later in the wizard will only include those with the selected build expression. The use of build tags is covered more comprehensively in Matthew Ellison's topic. You can tick the Show All Topics check box that you will see in the next page of the wizard to see the topics that have been excluded if you are trying to find something. RH allows you to include these topics in the list of topics to be printed but shows them with a grey shadow and does not print them. At first that may seem illogical but it is in fact quite useful. The idea is that you have the ability to define one layout and then choose to run it with or without the build expression. With the build expression applied you get the short version, without it you get the full version. |
| Start each topic on a new page |
Initially like many others I thought this option worked inconsistently. Finally though I think I have understood the programming logic behind it.
Now you may just want the topics and no chapter but not want them all starting on different pages. Clear the check box here and in the next page put all the topics in one chapter. Produce the printed document and then just remove the chapter name in Word. Make sure you tick the Maintain HTML Heading Levels checkbox in the next page of the wizard. |
| Advanced |
Click the button and define the settings you want. Note the trap. By default your printed document will include dropdown text but not expanding text. I have never worked out the logic of the default so if you can see it, please let me know. X5 has additional options
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| PDF Support |
This is an additional option in X5. Tick the check box to enable the button giving access to the settings. They are mostly self explanatory. |
When you have finished setting up this page of the wizard, click the Next button.

By default the Content page will display the TOC view of the project and include all the topics in the TOC under the appropriate books. It is here that you define the body of your document.
If the topics in your TOC are exactly what you want in the printed output, you need only select whether or not to Maintain HTML heading levels field as required and carry on. Whilst we will be staying with the defaults for now, let's look at the options.
If you do not want anything that relates to Module B. Simply highlight that book and click the single left facing arrow. Module B will no longer appear in the list but note what has happened in the topics pane.

The turquoise tint in the book for Module A is an indicator that all the topics in that book are in the printed output. If any or all the topics under that book in the TOC are not in the printed output, then the tint will be cream as shown for Module B.
Note that books under Chapter Layout equal chapters in your document. The book icon under Chapter Layout enables you to create chapters in your document that do not match books in your TOC. This can be very useful where you need a different structure in the printed output. You can change the title of the chapters but it is a bit tricky. Click here for instructions.
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Click the pencil icon and change the name. Do not click outside the box in which you are typing. Leave the box as if you wanted to carry on typing so that the cursor is still flashing and click the Finish button. It does not move on to the next screen. While you are editing the book name, the Finish button is effectively a Save button. |
Your TOC may not include topics that you want in the printed output. Click the Topics dropdown and select the folder that contains the topic or select All Folders.

Again, thanks to the highlighting, note how easy it is to see what is already in the print layout and what is not. Simply add the required additional topics to your layout in the position required. Either drag and drop or use the various arrows. The use of that Show All Topics check box is described in Build Expressions in the table under Step 1.
You may not want chapters in your document, simply a series of topics. If you click on a book and hit Delete or use the left arrow, not only will the book be deleted from the layout, so will the topics under it. You can move them up first and then delete or delete and add them back in. A lot will depend on the complexity of what you are doing and you will soon figure out the optimum method. Also bear in mind that without books, each topic in the printed output will be a Word section in the printed output. Whether or not that is an issue depends on what you want to do with the document. I simply make the point so that you are aware of it.
We will accept the default layout, which just leaves the Maintain HTML heading levels field to be set. The chapter (book) will be assigned Heading 1 in your printed output so if the topic also starts with Heading 1, that will get bumped down to Heading 2. That may give you a different output to what you want so if you want the topic to retain its Heading 1, tick this check box as I will in creating this output. More on this later.
When you have finished setting up this page of the wizard, click the Next button.
In response to a RoboHelp forum post, I devised an alternative way of creating your layout which you may prefer. Click here.
This is new in X5. If you are using X3, skip to the next section.

This new page allows you to make various changes which previously could only be made in finished document.
Field / Button |
About |
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The right window shows the order of the default sections. You can:
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This icon allows you to add new sections to your document. First highlight the section after which the new section is to appear. If you click this button with all the default sections shown, a browse window will open allowing you to navigate to any Word document. Its file name will become the name of that section and the content of the Word document will appear in the finished document produced from this layout. This can be used to insert a disclaimer or copyright notice. If you want the document to appear after more than one section, click the Add icon again to display the Sections dialog box. Select the document from the dropdown list. To add further documents, click to standard Windows folder icon on the Sections dialog box. If you delete any of the default sections, they will also appear in the dropdown enabling you to add them back in. |
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Highlight any section and click this icon to delete the section. TIP: Delete the default Title page, click the Add icon and navigate to your own cover page. |
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| This icon will be enabled if you have added a Word document to the sections. Click the icon to edit the document in Word. | |
| Highlight any section to move it up in the list. | |
| Highlight any section to move it down in the list. |
When you have finished setting up this page of the wizard, click the Next button.

OK, welcome to the party as this is where the fun starts. The default as you come into this page is as above.
You have three options in the dropdown.
Option |
Description |
| Use the project's CSS styles | I use the Style Mapping template during the draft stages and then transfer the content to another template for production so I haven't played much with this option. Matthew Ellison is a respected writer who has given me permission to reproduce the following from his topic on Single Sourcing with RoboHelp X5. "One way to create the Word document template is to generate a printed document from your project using the "[None] - Use the Project's CSS Styles" option. The resulting document will contain a set of named styles matching the styles used in your RoboHelp project. You can then reformat each of the styles as you want them to be in your printed document output, delete the content of the document, and save it as a document template." Store your document template in the same directory as your other Word templates (such as Normal.dot) and do not select "Yes" when RoboHelp offers to copy the template into your project directory. As a result, you will be able to share the same Word document template between multiple RoboHelp projects." On the other hand, Joel Dezenzio was not so impressed, click here to read his comments on this issue. Joel's Comments "So you don't want to use a document template but you want to use the Project Styles instead? Well don't do this (EVER!) Why do you say? Because the Project Styles when printed will automatically define the pagination parameters based on the best Internet Explorer type settings it sees. Because of this, the pagination will not be changed. This causes a lot of frustration to people that have 50+ page documents. By choosing the default project styles you have to not only change the margins for the document but each and every embedded table you created. Ugh - if you decide to do it this way grab those headache pills you put in the drawer. You'll need them. My opinion is to not do it this way. Create a customized template that you can use again and again on all future projects. It works better and adds a lot less frustration." One important thing to bear in mind based on problems reported in the RoboHelp forum. This may not be a good option if you use multiple style sheets. It's fine having different topics in the online help with a different appearance but that inconsistency seems to be unwanted in the printed documentation. Basically if you define two variants of say Normal for the online help, it causes issues in the printed document. The bottom line is it's quick and easy to try this output and if you don't like the result, just trash it and try one of the other options. |
| Use a Word template | Select this option to use one of your own templates. You will be able to navigate to wherever this is located on your PC. When you have selected the required template, RH will ask if you want to copy the template to your project. If you want your printed output to rely on the original template and reflect future changes to it, select No. Otherwise select Yes. One caution about using your own template. Many problems seen on the RoboHelp forums are fixed by changing to the supplied Style Mapping template. There is nothing apparently wrong with the templates that were used but for some reason they will not play nicely with RoboHelp. |
| Use RH's Style Mapping template | This is a template that RH supply and it does a pretty good job but it is not without some features that do not suit everyone. There are some important things to understand about the template and making changes but we will cover those later. Right now you don't know what the template produces so those subjects are best left until you do. Just remember that with this option, RH automatically copies the template to your project, no questions asked. |
For now we will select the Style Mapping template so that you can see what it produces. You will see that Map Non-Heading Styles frame is enabled, as it would be if you selected "Use a Word template". RH will attempt to work out which styles in your project map to which styles in the template but you can override these choices and set any that RH cannot figure out. I use this to change the style I use in tables in my project to Word's normal style.

One thing to note is that when you click the dropdown on the right, it will not show all the styles in the Word template that you are using, RH will only display those that it regards as being appropriate to the style to which you are mapping. Matthew Ellison advises me that if the RH styles include bullets or numbering, then only the bulleted and numbered styles in Word are listed. Note however that elsewhere I caution against using numbered styles in RH.

Click any one of the styles and you can then Preview the appearance of the characters, a whole paragraph or the style properties.

Now just click the Finish button and wait for RH to generate the document. When done, you will be able to select View Result or Done. That's it, you have your printed output so we can all go home. It's not quite what you want? OK let's look further.
Before we look at making any changes, it is important that you understand the template hierarchy.
The master copy, as I will call it, gets installed with RH and can be found in the folder \Program Files\RoboHelp Office\RoboHTML\PrintDocExt. If you select this template from the dropdown, RH will copy it to your project without telling you. Any changes you make in the document that you save to the template, will be saved to the copy only, not the master. More than a few people have changed the master and wondered why they don't see the changes in their project. Joel Dezenzio also reports that it may be found in Documents and Settings. Check for the existence of the template there and if you find it, click here.
I have not seen an installation with that template under Documents and Settings so I cannot document how that will affect the hierarchy.
My thinking is that this should be an alternative to the master found in Program Files so that each user on the PC has their own master copy, that is the normal logic of such installations.
If you have a copy in this folder, first check to see if it is also installed under Program Files.
If it only exists under Documents and Settings, then regard that as the master.
If it exists in both Documents and Settings and Program Files, make a simple change to both such as setting the Normal style to a red font in one and green in the other. Then create a mini project and select the Style Mapping Template to see which one gets copied to your project.
If you want to make changes to the template, you need to ask yourself whether they just relate to the project you are working on or any project you will ever create. Then you can decide which template you change. For example, being UK based, I want my printed output to be A4 but I want different styles for different projects. The changes I want in all printed output I make to the master template, the changes for a specific project are then made in the copy.
Note: Before you make ANY change to the master template, save a copy of it to somewhere you can find it later.
ˇ If you have problems you may want to revert to a clean version.
ˇ If you contact Macromedia Support, it would not be unreasonable for them to ask you to test the problem on the template as supplied.
So let's look at the standard output from the Style Mapping template. We will examine changing that later.
In Word, select the Normal View so that you can see the section breaks that have been created. If you are using X3 they will all be Odd Page Sections breaks. With X5 the Advanced button on Page 1 of the wizard lets you select ordinary section breaks. But section breaks there will be as that is programmed into RH.
First let's see where they appear:
The name of the first chapter will appear first on the first page of that chapter!
The name of the first topic will appear below it in the same heading level because we elected to maintain heading levels in page 2 of the wizard.

Oh the fun these cause! What you get is this, there's not even a choice of take it or leave it, at this stage.
Not much to say here. You will either like them or want to change them. The latter is covered in the next section.
Just one thing to cover now. You will notice a lot of styles in the dropdown list and some of them will look familiar. In addition to the styles RH supply, any extra styles from your normal template will be added and I will expand on this in a later version of this topic. If you really do not want them there, then I can you might like to visit www.tech-tav.com where you can download some free macros, one of which removes unused styles from a Word document.
If your online help has tables with borders and those tables cross page breaks in the printed output, you will see that the border prints at the bottom of a page but not at the top. I have not found any way to prevent that. Again, we will cover what can be done about tables in the next section.
To explain numbering here will be too distracting. It borders on being a black art. I have decided this is best dealt with in a separate topic. Click here to find out more about numbering.
Before making any changes to the template, the page size will be Letter Size and the Dictionary used will be the US dictionary. For rest of the world outside the USA we will change those in the next section!
Now if all that sounds like the Style Mapping template is not worth using, then let me emphasise that is not what I am saying. For many users it will be absolutely fine and it really does do a good job. The point is that many companies quite reasonably want their corporate style and other individual requirements come into play.
For what it is worth, I use a customised version of the Style Mapping template to create my documentation and then transfer the content to my own template when it is signed off and ready to go out the door. At that point, I use my own template.
Here I will revisit the headings in the previous section and explain what you can do to get the document the way you want it.
As far as I can see, there is nothing you can do to stop RH creating the section breaks in Word. Remember this is where they appear:
So what can you do if the section breaks give you a problem?
Well probably the section breaks after the cover page and the contents page are not the ones that give you a problem. It's more likely that it's the ones after each chapter.
The first obvious answer is to avoid creating chapters by not having the books in page 2 of the wizard, just list the topics.
If you do need the books then you can remove the section breaks and perhaps replace them with page breaks. You can do this using Word's Find and Replace clicking the More button and looking under Special making sure you set the Search to Down. This will most likely affect the page numbering and headers and footers. It may also change the preceding section type.
I came to the conclusion that it is more trouble than it is worth so this is what I do with the output.
If there is a book in your list of topics, its name will precede the first topic and it will use Heading 1. What else happens depends on whether or not you choose to maintain Maintain HTML Heading Levels in page 2 of the wizard.
Assuming your topics start with Heading 1 style, both the chapter and topic name will be in the same style. If their titles are both the same, then it can look odd as there is nothing to indicate their different roles. You either need to name your books in the TOC to avoid any confusion or rename the book in page 2 of the wizard, perhaps just adding the word Chapter after it. The rename icon is on the toolbar just above the list of topics.
If you have chapters defined, then they will appear in Heading 1 and every heading from RH will be moved down one level. Thus anything that is Heading 1 will get changed to Heading 2 and all other headings will get bumped down by one level.
That should not be an issue unless you produce some documents with chapters and others without from the same project. Those that have chapters will convert all RH headings down one level whereas the others will leave the levels unchanged. As a result, one document will have topics with Heading 2 and another document will have topics with Heading 1.
I suggest you would need two templates with the styles set up to address this.
By now you have probably reached the point where you have figured that no matter what template you use, you are going to get RH's headers and footers? Absolutely right. Even if you use a template that has your preferred headers and footers, RH will apply its own. If you have a document with lots of section breaks, setting up what you want can be tiresome. I suggest you follow the same procedure I described under Structure, click here to see it again.
Replace ALL the section breaks with page breaks.
Select the body of the document making sure I do not select the final paragraph marker. Avoiding that final paragraph mark is important as if you do not, the headers and footers will be carried into the new document.
Paste that all into a new document that is set up the way you want.
Two rules.
Think about which template you are going to edit.
To change the current project only, change the copy in the project.
To change all future projects, change the master copy.
To change both, change the master copy and copy that to the project unless the project copy has styles not in the master. Then you need to use Word's style organiser.
Reread Template Hierarchy if in doubt.
Open the Style Mapping template in Word but do not directly change anything you see there.
Make the style changes via Word's Format menu, selecting Styles and Formatting. How you make the changes will vary from version to version and I am going to assume you know how to do that.
Alternatively, you can use the Style Organiser to import the style from some other template.
If your online help has tables with borders and those tables cross page breaks in the printed output, you will see that the border prints at the bottom of a page but not at the top. As I indicate earlier, you cannot prevent that. Take a look at the topic on Word macros though and you will find some macros that you can use to rework the tables quite painlessly.
Click here to find out more about numbering.
Well where I come from "Grey is not my favourite colour" and I would print that on A4 paper. On the basis there are more people outside the USA than inside, I guess one could argue that is the same for most people!
Now before you guys in the USA get all upset, I am just joking and gently chiding Macromedia for not offering two templates. That's all.
So just for the rest of the world, if you are using the Style Mapping template, here's what you do.
Noting what I have said about the template hierarchy, change the master copy of Style Mapping so that it uses the dictionary you want and outputs to A4 or your preferred size. If you have read this after setting up various projects, you need to make the same change to the copy in the project.
The links in your help look just like links in the printed documentation output. Just one tiny problem. They don't work as links, click them and nothing happens. These are your options:
Create each link in Word! A macro was posted on the RoboHelp forum for this but it requires that the link and the target both have exactly the same string. There are also some spacing issues. See Print Issues for more information.
Accept that the links don't work and add an explanation in the printed output covering the fact that these are active links in the online help only.
Use Build Tags. Apply say the default ONLINE expression to the link in the online help so that it does not appear in the printed output. Instead the printed output will include what you add using the PRINT tag where you can make it look like normal text or your own preference.
Wait for the next version of RoboHelp which is expected to make the links work in the printed output.
If any of your links are to popup windows, there's another little problem. These links will appear as normal text! This is a reported bug but please report it again if it affects you as that increases the chances of it being fixed. The only workaround is to adapt point 3 above so that the links appear as you want.
I am grateful to Leon Descoteaux for the idea of using Build Tags to reformat links pending the next version of RoboHelp.
You do not have to keep changing what you set up under Printed Documentation to get different outputs. Simply right click on Single Source Layouts and create as many as you want.

A few tips here to help you create additional layouts.
If the layout is completely different to any existing layout, the simply right click and select New Layout.
If it is similar to one you already have, right click and select Duplicate Layout. Then just make the changes. If the first layout was time consuming to set up, this method can save a lot of time.
If you regularly map your RoboHelp styles to one Word template, or just a few, save yourself the trouble of setting up the mapping each time. This also ensures each document has the same mapping and their appearance is consistent. Right click a layout where you have already mapped the styles and export the style map to where it can be accessed in future. When you need that mapping again, just right click and import it into another layout.
The details of the layout are contained in the file printdoclayout.xml. There will be numbered versions of this if you have more than one layout. You delete this file and next time you go to the wizard, the default list of topics will be there and you can start again. If you have several files, you will have to open them in a text editor and look at the end of the file to know which file relates to which layout.
There is an easier way. Doing it how Macromedia meant you to!! In page 2 of the wizard, simply click on the double headed left arrow!
To delete the other settings, I am told that in X3 you can delete the hpr file and let RH rebuild it the next time you open the project. (X5 at least does not have such a file.) However, if I wanted to get back to a default layout, I would simply right click the one I no longer want and select Delete and then create a new one. As with the topics, I can see nothing wrong with doing it as Macromedia intended.
Problems with Word failing to generate an output or the content having missing or duplicated topics are covered in here.
It is impossible to cover everything but I have tried to cover the main areas. Let me know if you find any errors or if I have missed something that is of general interest and I'll be happy to consider updating the topic.
Click this link to email me.
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Date |
Changes to this page |
| 31 Dec 2006 | Reference to RoboHelp Explorer updated to RoboHelp Project Manager. Last paragraph in section on Start Each Topic On A New Page corrected. Caution added to section on Use a Word Template. |
| 28 May 2006 | Reference to Print Issues added in connection with partial solution to broken links. |
| 25 Mar 2005 | Method of creating a special Table of Contents file to use for the print layout added to the Wizard Page 2 Content section. |
26 Aug 2005 |
Warning added re using the Project's CSS Styles where more than one style sheet is used. |
18 Jul 2005 |
Instructions re "Start each topic on a new page" revised. |
| 14 Jun 2005 | Cross reference added to topic on topics missing from the printed document although included in the layout. |
| 29 May 2005 | Added Matthew Ellison's findings re
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| 04 Mar 2005 | The Wizard - Page 2 - Content amended to include instructions for editing chapter titles. |
| 02 Feb 2005 | Table in Step 1 revised to add information about using Build Expressions. |
| 02 Jan 2005 | Topic revised to cover RoboHelp X5 and feedback received. |
| 01 Dec 2004 | Introduction revised. |
| 03 Sep 2004 | First draft of new topic. Covers printing from RobeHelp X3. |