In addition to the automatic background steps (Save a Baseline Copy and Document Normalization), when you select the Activate and Normalize function from the eXtyles menu, eXtyles displays the Document Information dialog, as shown in the accompanying figure.
Use this dialog to provide data about the document to eXtyles and select the style template to be used with the document. eXtyles saves and maintains this document-specific information with the document and includes the metadata in your exported XML.
1. Select the desired Publisher and Publication from the drop-down lists. These selections specify which style template is attached to the document. Each template contains a collection of styles specific to the publication and publisher. These settings also control the list of active dictionaries for the Auto-Redact operation and the reference template used during reference processing.
2. Enter other information in the appropriate fields. Pay special attention to required fields indicated by asterisks (*), such as Article Type and Article ID.
3. If you want to replace the current document header and footer with the information collected in the Document Information dialog, check the Add Document Information to Header box. When this box is checked, dialog information is placed in the document header; page numbers in the form “page X of Y” are placed in the document footer. If the box is not checked, the header and footer are left as the author typed them.
4. Click OK to save the document-specific information.
Once you have Activated a document, you can change the document information at any point by selecting Update Document Information from the eXtyles menu/ribbon.
After the Activation and Normalization stage is complete, the entire eXtyles ribbon is enabled.
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