CHAPTER ONE

Part 1: Basics

Quick Start Note: If you're viewing the "Quick Start"

collection in the binder, please dismiss it for now and return
to the full binder by clicking on the "X" in the bottom-right
of the binder area. (Otherwise, this step of the tutorial
describing the binder will not make much sense!) To return to
the "Quick Start" collection when you've finished this step,
simply click on the "Quick Start" tab above the binder. (Ignore
this if you did not choose only to view the "Quick Start"
collection when you started this tutorial.)

When you first open a Scrivener project, by default you are

presented with two panes:

1. THE BINDER
 <$surname> / WELCOME TO FATED CROSSINGS / 1

On the left, you can see a list of files: the "binder".

This is an outline view that contains three default folders:
"Draft", "Research", and "Trash". You can rename these folders
to whatever you like by double-clicking on them (in some of the
templates, for instance, the Draft folder has been renamed to
"Manuscript"). The binder is where you organise your project by
creating a structure and dragging and dropping your documents
wherever you want.
The contents of the Draft folder represent the text
fragments that will be compiled into one long document when you

export or print using File > Compile..., which is the standard

way of preparing your finished project for printing or final

formatting in a dedicated word processor. This is very much the
raison d'être of Scrivener--to assemble the text of your

manuscript in the Draft folder for printing or export. (As such,

the Draft folder is unique in that it can only hold text files
and folders.)
The Research folder can hold text or media files (images,
PDF files, video files and so on). You don't have to put all
research files into the Research folder, though--you can create
other folders for your support materials anywhere you want.
The Trash folder speaks for itself; whenever you "delete" a

document it ends up here. Documents aren't deleted completely

until you select "Empty Trash..." from the Project menu--so

there's no way you can accidentally delete a file in Scrivener.
 <$surname> / WELCOME TO FATED CROSSINGS / 2

2. THE EDITOR
Next to the binder you have the main editor, which displays
the current document. The main editor is what you are looking at
right now as you read this text document. There are several ways
to load a document in the editor, but the one you will use most
often is simply selecting a file in the binder, as you did to
load this one. Scrivener allows you to create or import any
number of text documents. You can also import image, web, movie

and PDF documents. To import documents, use File > Import >

Files... or simply drag the files you wish to import from File
Explorer into the binder of your Scrivener project.
You can change the current document by clicking on another
item in the binder. Try that now--double-click a word in this
sentence to select it (you'll see why in a moment), then click

on "Alhambra" inside the "Research" folder (you may need to

expand the Research folder first by clicking on the triangle--or
[+] sign in Windows XP--next to it) and then return here ("Step
1: Beginnings").
See how the selection that you created before is saved and
scrolled to automatically? Scrivener always remembers your
cursor position and selection, even between sessions. Use this
way of "bookmarking your spot" to your advantage as you progress
through the tutorial.
So now you know that this area can be used to view
 So now you know that this area
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different types of documents, not just text.

Let's try switching between documents again. You see the

document on the left beneath this one, the one entitled "Step 2:

Header View"? Click on it now. (Or, if you are going through the
"Quick Start" collection only, click on "Step 5: The
Inspector".)
#
You have just switched between documents. You might use
different documents for different chapters, different scenes,
different ideas, articles, characters, whatever you want. There
are other ways of switching between documents, too. Another one
you will use frequently is the header view. See that bar at the
top of the text, the one that has the arrows on the left of it
and says "Step 2: Header View" in it? Well, that is the header
view (which is sometimes also referred to as the "header bar").
You can rename the document by clicking into the title of the
header view, and there are several options available in a menu
if you click on the icon next to the title.

History Buttons Sidebar Navigation

The arrows on the left of the header view that point left
and right are the history navigation buttons and work much like
web browser navigation arrows--they allow you step back and
web browser navigation<$surname> / WELCOME
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allow you CROSSINGS
step back and / 4

forth through the documents you have had open in the editor. The
white up and down arrows on the right of the header bar step
through the contents of the binder sidebar sequentially. To see
the difference, try the following:
1. Click on the "Alhambra" image document in the Research
folder again and then click on the left arrow in the header
view. You will be returned to this document, because this
was the one you had open last.
2. Click on the right arrow and you will be returned to the
"Alhambra" image document again. (Make sure you come back

here afterwards though!) You can use Ctrl+[ and Ctrl+] to

navigate within history, too.

3. Now, with this document open, click on the down arrow on
the right and then click on the up arrow again to return
here. Note how the down arrow takes you to the next
document in the binder, whereas the right arrow takes you
to the next document in the navigation history. If you

prefer the keyboard, you can use Alt+Shift+DownArrow and

UpArrow to do the same.

4. If you click on the little icon next to the title of this
document in the header bar, you'll find some handy commands
you can use. One of these is a "Go To" menu. This presents
the contents of your binder in a hierarchal menu
arrangement. You can thus easily jump anywhere in the
Binder, even if it is hidden.
 <$surname> / WELCOME TO FATED CROSSINGS / 5

While we're here, note that the selection highlight in the

binder does not necessarily follow what is being displayed in
the main editor--if you change the contents of the editor using
the history buttons, for instance, the selection in the binder
will not change. You can thus navigate around using the header
view without losing track of the original document on which you
were working in the binder.

Try using the "Go To" menu in the header bar icon menu to
find and navigate to "Step 3: Footer View". You'll need to first
select the Draft sub-menu, and then "Part 1: Basics"...
#
If you ever find that after navigating through multiple
documents you are not sure where the current document is located

in the binder, you can simply use View > Reveal in Binder

( Ctrl+Shift+8) to force the binder to show you where you are.

Right now, since you used a menu to get here, the Binder isn't
highlighting what you are looking at. Try using the shortcut or
menu command to focus the binder selection on Step 3. This is
especially useful if the item you are looking to locate is
buried beneath many sub-folders and not even visible.

Okay, so let's get familiar with the editor. At the bottom

of the window, you can see a grey bar containing a pop-up button
with a percentage in it (135% by default) and a live word and
with a percentage in it (135% by /
<$surname> default)
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character count. This is the "footer view". Try typing something

in the yellow area below:

Done that? You will see that the word and character count
in the footer view changes as you type. Now try changing the
percentage in the drop-down menu at the bottom, too (click on it
and select a new percentage)--you will see that you can make the

text bigger or smaller (useful for tired eyes). Feel free to set
that to a comfortable level for the remainder of this tutorial.

Scriptwriting Mode
The footer view will change depending on what you are

viewing inside the document. For instance, if you are typing a

script (such as a movie screenplay), the footer view will give

you information on the various script elements. Try selecting

Format > Scriptwriting > Script Mode - Screenplay from the main
menu now. You will see another pop-up menu appear on the right
saying "General Text" (this just means that the currently

selected text isn't recognised as a part of a screenplay). Click

into the text on the line below:

CLICK INTO THIS TEXT.

Now try selecting different elements from the pop-up menu

on the right of the footer view. You will see that the above
on the right of the footer view. /
<$surname> You will see
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CROSSINGS

text automatically gets reformatted to the script element you

selected, and the footer view will show what will happen if you

press the tab or enter keys (which will move you to the next

script element). Note that you can hit Ctrl+\ to bring up that

menu automatically and then hit one of the keys specified in the
menu to select an element without taking your hands off the

keyboard.
Scriptwriting mode is saved on a document-by-document

basis, so you can switch between documents that use script

formatting and regular text documents. The icons of documents in

the binder that use scriptwriting mode are yellow and have a 3-
hole punch along the left side, so that you can easily tell them

apart from other text documents.

Right, let's return to normal prose mode now. Select Format

> Scriptwriting > Script Mode - Screenplay ( Ctrl+4) again to de-

select screenplay mode.

Other Files
For PDF files, the footer view allows you to navigate

between the pages. Click on "spacewalk_info" in the Research

folder to test this out, and then come back here by clicking on

the "back" arrow in the header view.

All good so far, I hope. Now let's familiarise ourselves

with some other basic features. Click on "Step 4: Full Screen"

in the binder.
 <$surname> / WELCOME TO FATED CROSSINGS / 8

Full screen is a very nice feature for blocking everything

else out while you write. I'm not going to pretend it's

innovative or anything--I think Blue-Tec (now called The

Soulmen), the creators of Ulysses for Mac, were the first to

implement something like this for a text editor--but it is very

handy. Either hit F11 or click on "Full Screen" in the toolbar

above--do it now!

You should now be in full screen mode--it's just you and

your text. Some things you need to know about full screen mode:

● Move your mouse to the bottom of the screen. You will see
that a control panel appears. From here you can change the

text scale, set the position and width of the "paper" (the

text column), or its height by holding down the Alt key and
 text column), or its height by holding down the Alt key and
<$surname> / WELCOME TO FATED CROSSINGS / 9

using the alternate slider, and view the word and character

counts of the document. There are also buttons for

displaying the Keywords and Inspector (we won't go into

that right now, though, as we have yet to talk about

keywords and notes--come back and try them out once you've

gone through the rest of the tutorial) and a Go To menu so

you can switch documents without leaving full screen. On

the far right, you'll find a slider for setting how

transparent the background is on either side of the paper

as well as a button for exiting full screen. You can also

hit F11 or the Escape key to exit full screen mode.

● You can only enter full screen mode for text documents.
● By default, full screen uses "typewriter" scrolling

(another Ulysses first, I believe). This simply means that

as you type, the text will remain in the centre of the

screen vertically so that you don't have to stare at the

bottom of the screen all the time. You can toggle this on

and off via the keyboard shortcut, Ctrl+G,Ctrl+T (which

means you would press Ctrl+G and then quickly follow with

the T key). If you'd rather never use it, you can set its

default state to off in Tools > Options..., under the

Editor tab. This will only impact projects you create in

the future, it will need to be switched off in existing

projects, as each can have their own setting.

● You can customise the look of full screen mode. You can use
 <$surname>
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mode. You can /use
10

the Appearance pane of the Options to change the background

colours and you can change the colour of the text in full

screen mode (so you could set it up to have a retro green-

text-on-black-background look, for instance).

Okay, let's move on to "Step 5: The Inspector" while still

in full screen mode. Once there, hit the Escape key on your

keyboard to return to the regular editor.

To switch documents in full screen mode, move the mouse

pointer to the bottom of the screen and click and hold the "Go
To" icon so that the menu appears. Then, choose Draft > Part 1:

Basics > Step 5: The Inspector.

#

Now it's time to meet the Inspector.

Click on "Inspector" in the toolbar (the blue disk on the

right, with the "i" inside it; or press Ctrl+Shift+I). A third

pane will appear on the right of this view.

You may find this text a little scrunched up now. If so,

 You may find this text a little scrunched up now. If so,
<$surname> / WELCOME TO FATED CROSSINGS / 11

click on the "Maximize" button at the very top-right of the

window (the middle icon that appears in most windows on your

computer).
Right, let's look at the inspector. At the top of the

inspector, in the header bar, you will see these buttons:

The "References" button, second from the left, has an asterisk

indicating content.
The padlock button on the far right allows you to "lock"

the inspector to a particular editor when the editor is split--

we won't worry about that for now, though, as we haven't looked

at splitting the editor yet. The other buttons allow you to

choose what to view in the inspector. The number of buttons that

appear will depend on what you are viewing in the current editor
(the last two buttons, "Snapshots" and "Comments & Footnotes"

are only available for text documents, for instance). An

asterisk next to one of the icons tells you that there is

content in that part of the inspector.

To begin with, make sure the leftmost inspector button,

"Notes", is selected, and then click on the next document in the

binder, "5a: The Synopsis Index Card".

#

The first thing to notice in the inspector is the index

 The first thing <$surname>
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card at the top. This appears in the Notes, References and

Keywords panes of the inspector (but not in the Snapshots or

Comments panes, which require more space). The index card is an

important concept in Scrivener. You can type a synopsis of your

document into the body of the index card (note the header of the

index card can be used to rename the document, too). One of the
core ideas behind Scrivener is that every document (or chunk of

text, or image, or whatever) is associated with a synopsis,

which is represented in the inspector by the index card. You can

then view these synopses in different ways (which we will come

to later) which will make outlining and organising your work

easier. The best way to understand this is to imagine that each

document in Scrivener is a sheet of paper that has an index card

clipped to it containing a summary of the document's contents,

which can then be viewed alongside other index cards to get an

overview of the whole.

You can auto-generate a synopsis by clicking on the

button in the top-right of the inspector: if any text is

selected in the editor, it will be copied into the synopsis; if

no text is selected, the first few lines of text will be used.
You can also display an image in this area if you want. To
do so, just click on the icon of the index card with two arrows

next to it in the header at the top of the inspector and choose

the image icon. The synopsis will be replaced by a blank area
the image icon. The synopsis will be replaced by a blank area
<$surname> / WELCOME TO FATED CROSSINGS / 13

containing the text, "Drag in an image." You can then drag image

files from the binder or from File Explorer into this area. (If
an image is selected for a document in the synopsis area of the
inspector, it will also be used to represent the document on the
corkboard instead of the synopsis text--we will come to the

corkboard a little later.)

So that's the index card. Below the index card are other
tools to help you organise your work, starting with the General
pane. Note that the Synopsis and General panes can be collapsed

by clicking on the disclosure triangle in their respective

header bars.

Please click on "5b: General Meta-Data". (Or, if you're

going only through the "Quick Start" documents, click on "Step

6: End of Part One".)
#
The "General" pane in the middle of the inspector contains

several meta-data elements:

Label and Status
Label and status are just arbitrary tags you can assign to
your document. You can set up the project labels and status list

via Project > Meta-Data Settings... You might, for instance,

rename "Label" to "POV" (for Point of View) and use it to hold

the name of the point-of-view character for each document. This
way, you could easily run a search on all scenes that have a
way, you could easily<$surname>
run a search on all TO
/ WELCOME scenes that
FATED have a / 14
CROSSINGS

particular character as the protagonist by searching on label

only (don't worry, we'll get into the details of how to do that
later). Status works much the same, except that it is set up to

keep track of the state of the document by default--for

instance, "Finished", "To do", "A mess" and so forth--although
you can rename it and use it for something completely different,
should you so wish. If you change the titles for these meta-data

types, the General Meta-Data section will show your custom title
instead of the default "Label" and "Status".
Created/Modified Date
Switch between the created and modified date by clicking on

the arrows next to where it says "Created:" or "Modified:". No

surprises here--as you would expect, the created date holds the
date and time the document was first created and the modified
date holds the date and time the document was last modified and

saved.
Include in Compile, Page Break Before and Compile As-Is
These options affect how the document is compiled when you
come to export or print the draft (which we will come to later).

They only have any meaning if the document is contained inside

the Draft folder. They are mostly self-explanatory:

● Include in Compile specifies whether the document should be

included in or omitted from the draft when exported or

printed.

● Page Break Before specifies whether the document should

 ● Page Break Before specifies/ whether
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have a page break before it (useful if it marks the

beginning of a chapter, for instance).

● Compile As-Is tells the compilation process not to change

the formatting or insert a title for this particular

document, no matter what the Compile settings are.

You can view all meta-data in columns in the outliner view,
too (which is covered in Part 10).

Next, let's look at the "Notes" pane--click on "5c: Notes"

in the binder.
#
At the bottom of the inspector is the notes area, where you

can jot down anything you want that will help you with your
document. If you click in the notes header bar (where it says
"Document Notes"), you can flip between Document Notes and
Project Notes. As you would imagine, document notes are specific

to each document and will change depending on the document you

are viewing in the current editor, whereas project notes can be
viewed from any document (project notes can also be seen in the
inspector when you select one of the special root folders--

Draft, Research and Trash--which have no associated meta-data or

synopses).
You can have multiple project notes associated with your
project (new project notes can be added using the Project Notes

window, available from the Project menu).

 <$surname> / WELCOME TO FATED CROSSINGS / 16

Please click on "5d: References" in the binder.

#
Click on the next button in the inspector header bar, the
one with the picture of several book spines on it. This switches
to the "References" pane (the index card and meta-data area will

remain where they are, only the notes will disappear to be

replaced by a list of references). The references pane allows
you to store references to other documents within the project,
your computer or on the Internet.

Click where indicated to (1) add a new reference or (2) remove

the selected reference.
By clicking on the "+" button, you can choose to add a
reference to a file on disk or you can select a document inside

the project. You can also drag documents from within the project
you are working in, from File Explorer, or the URL from a
browser address field, into the references table.
 <$surname> / WELCOME TO FATED CROSSINGS / 17

Double-clicking on the icon of a reference will open it:

external references open in their default application; internal
references open inside Scrivener. Double-clicking the reference

title will let you edit the title and path. As with notes, you
can store references at the document or project level--click on
the bar where it says "Document References" to flip between
Document References (which are specific to the current document)

and Project References (which can be viewed from any document).

Next click on the key-shaped button at the top of the

inspector to view the keywords pane and then move on to "5e:

Keywords".
#
As well as Label and Status, you can also assign keywords
to your documents. Keywords are useful for adding arbitrary tags

to documents that you can use when searching. So, for instance,
you could add keywords for characters that appear in a scene,
the location a scene takes place, the theme, authors referenced,
or anything else (or you can just ignore keywords completely).

You can add keywords by clicking on the "+" button. You can also
assign keywords via the Project Keywords dialogue. Open that now
by clicking on the "Keywords" button in the toolbar (the black

box with the key inside it) or Ctrl+Shift+O.

 <$surname> / WELCOME TO FATED CROSSINGS / 18

A floating window (that means you can keep it open while

you work, and it will always "float" on top of the other

windows) will appear. This shows all of the keywords that you
have created or assigned to documents so far. You can also
create or modify keywords inside this window (you can change the
colour associated with a keyword by double-clicking on the

colour chip in the Project Keywords window) and drag them to the
keywords table in the Inspector. Another way of assigning
keywords is by dragging them onto documents in the binder or the
outliner and corkboard views that we will look at later. You can

assign keywords to multiple documents at once by selecting the

documents in the binder and then dragging the keywords from the
Keywords dialogue onto the selection
Try dragging the keyword entitled "Assign this one" to the

keywords table in the inspector.

You can assign multiple keywords at once. To see this in
action, click on the triangle next to "Characters" in the
floating Keywords dialogue to reveal the names of some

characters. Hold down the Ctrl key to select multiple keywords,

then drag all of the selected keywords into the inspector

then drag all of the <$surname> / WELCOME
selected keywords TO the
into FATED CROSSINGS / 19
inspector

keyword table. Note how all the selected keywords are added.
A quick way of searching for documents that have been

assigned particular keywords is to select the keywords you want

to search for in the Project Keywords dialogue and then click on
the "Search" button at the bottom. Try that now, with the
"Themes" keyword. The binder list to the left will be replaced

by a search result list. Only this one document should be

listed. To leave the search result list, click the "X" button in
the lower right-hand corner of the binder sidebar. We'll learn
more about searching later.

You can close the Project Keywords window now, either

toggling it with the toolbar button, Ctrl+Shift+O or clicking

the "X" button in the corner of the window.

Now click on "5f: Custom Meta-Data" in the binder.

#
If you click on the button at the top of the inspector with

the icon of a tag on it, you will by default be presented with a

blank grey area with the message "No Meta-Data Fields Defined"
and a button with the title "Define Meta-Data Fields...". This
and a button with the title "Define Meta-Data Fields...". This
<$surname> / WELCOME TO FATED CROSSINGS / 20

area can be populated with custom meta-data that you create for
your project, and the data that can be viewed here can also be
viewed as custom columns in the outliner. This provides a way of
assigning arbitrary information to your documents. For instance,

if writing fiction, you could add a meta-data field for the time
at which a scene takes place, or you could add a list of
characters that appear.

We first need to define some custom meta-data fields,

though. Let's do that now:
1. Click on the "Define Meta-Data Fields..." button
(alternatively, you can choose "Edit Custom Meta-Data

Settings..." from the menu that appears when you click on

the gear button in the "Custom Meta-Data" bar, or select
"Meta-Data Settings..." from the Project menu and then
choose the "Custom Meta-Data" tab).

2. Click on the "+" button in the bottom-left of the sheet

that you've opened, and enter "Date" into the row that gets
added to the table.
3. Click on the "+" button again and this time enter

"Characters". For this one, also click on the "Wrap Text"

checkbox.
4. Click "OK" to accept the changes and dismiss the sheet.
The Custom Meta-Data pane in the inspector will now show

the two fields you created above. Click into the field under
"Date" and type something, then do the same for "Characters".
"Date" and type something, then /
<$surname> doWELCOME
the same
TO for "Characters".
FATED CROSSINGS / 21

Note that the "Characters" field will expand to fit the text,

because you selected "Wrap Text".

You can view all custom meta-data in columns in the
outliner view, too (which is covered in Step 10).
For many projects you may not need to touch custom meta-

data at all, but if you ever find yourself wishing for an extra
piece of information in the outliner or inspector, then it's
good to know that it's there.

Next, on to one of Scrivener's most useful features for

editing documents: "Snapshots".
#
As a writer, the chances are that you will on occasion be

nervous about committing changes to your text. This is what the

"Snapshots" feature is for. Before embarking on editing a

document, you can click on "Take Snapshot" ( Ctrl+5) in the

Documents > Snapshots menu. You will hear the sound of a camera
shutter which indicates that the snapshot has been taken. Let's
try that now...
Once you have taken a snapshot, you can edit your document
safe in the knowledge that you can return to the old version any

time you so wish. Click on the "Snapshots" button (the one with
the picture of a camera on it) in the inspector header bar to
see what I mean (you can also switch directly to the Snapshots
pane and have the inspector open if necessary by going to
pane and have the inspector open/ if
<$surname> necessary
WELCOME by going
TO FATED to
CROSSINGS / 22

Documents > Snapshots > Show Snapshots). The inspector now shows
a list of snapshots at the top, which should consist of the one
you took and one I took while writing the first version of this

tutorial back in 2006. Clicking on a snapshot in the list

reveals its text in the lower part of the inspector. You can
restore an older version of your text by selecting the version
you want from the list and then clicking on "Roll Back" at the

top (at which point, you will be given the option of taking
another snapshot of your current version, just in case you
forgot).
Snapshots are very useful for keeping old versions of your

text around and for checking what you have changed.

Now let's move on to Step 5h for information on the

comments and footnotes pane.

#
Now we'll look at the "Comments & Footnotes" pane--don't
worry about clicking on the button in the inspector header bar

just yet though (for your reference, the "Comments & Footnotes"
button is the one with the "n." inside a square speech bubble).
Comments and footnotes in Scrivener work a little like
comments in Word or OpenOffice, but they're not exactly the

same. Let's take a look at them.

For a start, click on the orange highlighted text in the
sentence below:
 <$surname> / WELCOME TO FATED CROSSINGS / 23

This sentence has a comment attached.

Note how the inspector automatically switches to the

Comments & Footnotes pane, and the comment associated with the
text gets selected.
Next, click on the grey footnote in the inspector, directly
below the highlighted comment.

This sentence has a footnote attached. 1

See how clicking on the note in the inspector automatically

selects the text associated with it in the main editor?

If you click on a note in the inspector, the editor will
automatically scroll to the position in the text where the note
has been placed. This allows you to use the comments and

footnotes to navigate the text, which means you can use them for
personal placeholders, too. Try scrolling to the bottom of this
document, and then clicking the orange comment to return to the
spot where it is anchored.

Adding Comments And Footnotes

Let's try adding some comments and footnotes. There are a
couple of ways of doing this. First, select some of the text in
the following sentence:
 <$surname> / WELCOME TO FATED CROSSINGS / 24

Select some of the text in this sentence.

Once you've selected a word or two in the above sentence,

either click on the "+" button in the top "Comments & Footnotes"

bar in the inspector or use the Format > Comment menu command. A

new comment will be created in the inspector and it will be

selected ready for editing--add some text. Once you've finished

typing in the comment, tap the Esc key to return to the editor.

Alternatively, you can just click into or after a word to

add a comment or footnote to it. This time, just click into the

word "commented" below so that the blinking insertion point (or

caret) is somewhere inside it:

This sentence will be commented.

Again, create a comment using your preferred method. Note

how the whole word "commented" gets a comment associated with
it.

Let's try it with a footnote too. Place the cursor anywhere

in the last word of the following sentence:

This sentence will have a footnote after it when exported

or printed. 2

This time, click on the "+fn" button in the inspector (note

 This time, click<$surname>
on the "+fn" button TO
/ WELCOME in FATED
the inspector (note
CROSSINGS / 25

that you can add icons for "Footnote" and "Comment" to the

Format Bar by using Tools > Customize Toolbar...).

Note how the footnote gets attached to the word "printed",

including the full stop. It generally doesn't matter where you

attach comments, because they are usually for your own (or
collaborators') reference only, but with footnotes you should
always ensure that the footnote link (the grey highlight) ends
at exactly in the place you want the footnote number to appear
when printed or exported. Since the footnote highlight ends

right after the full stop, that means the footnote number will
be inserted there, which is usually what you will want.

Excluding Punctuation from Footnotes

In some languages, footnote markers are placed before
the final period of the sentence rather than after it. If
you write in such a language, you can turn on "Terminate

footnotes and comments before punctuation" in the "Editor"

panel of Tools > Options.

Changing The Colour Of Comments

You can change the colour of comments by right-clicking on
a comment in the inspector. The contextual menu offers a choice
of default colours, or you can open the colour chooser to choose

a custom colour with " More...". You cannot change the colour of

footnotes, which use a single colour to differentiate them from

footnotes, which use <$surname> / WELCOME
a single colour TO FATED CROSSINGS
to differentiate / 26
them from

comments, although you can choose the background colour for all
footnotes in the "Appearance" panel of Options.

The contextual menu also allows you to convert comments to

footnotes and vice versa, and to revert comments or footnotes to
their default formatting (you can set the default fonts in the
"Appearance" Options panel).
Comments and footnotes are thus tucked away in the
inspector until you need them. When you come to export or
print--which we'll come to later--you have a lot of control over
how comments and footnotes get included in the document. For

instance, you could have all comments removed but footnotes

included as proper footnotes, or you could have comments
exported as footnotes and footnotes exported as endnotes. But if
that sounds complicated, it's not something you need to worry
about right now--just know that if you want to make notes on
your document, or add footnotes, this is one way to do it.

Now let's move onto "Step 6: End of Part One"!

#
This brings us to the end of Part 1 of the tutorial. In the
next section you will learn about different ways of viewing and
organising the documents in your Scrivener project.
Folders (not just folders, but we'll come to that shortly)
can be viewed in several ways, what we call "view modes", but
for now all you need to know is that when you click on "Part 2",
for now all you need <$surname>
to know is /
that when TO
WELCOME youFATED
clickCROSSINGS
on "Part /
2",
27

you will initially see a corkboard, but in fact what you want to
see is the text of the folder document. This will make more
sense in a minute!
So after you click on "Part 2: Organisation", take a look

at the "Group Mode" segmented control in the toolbar and ensure

that all view modes are turned off. The control should look like
this (note how nothing is selected):

If one of the segments is yellow, just click on the

selected segment to turn it off. This will leave you with just
the text of "Part 2" in the editor, ready to read.

Go ahead and try that now.

 <$surname> / WELCOME TO FATED CROSSINGS / 28

CHAPTER TWO
Part 2: Organisation

Scrivener's editor has four modes--four different ways of

viewing your work--and learning how and when to switch between
them will make your Scrivener experience much more comfortable.

The four modes are as follows:

1. Single Document Mode

In this mode, the editor shows the contents of a single
document, whether it's a text document, a folder, an image, a
PDF file or whatever. The editor is in single document mode
right now.

2. Corkboard Mode
In corkboard mode, the editor shows the subdocuments of the
current document as index cards on a corkboard. Let's take a
look at how that works right now:
 <$surname> / WELCOME TO FATED CROSSINGS / 29

a) Try clicking on the "Part 2: Organisation" folder in the

binder, and then click on the image of the corkboard in the
toolbar (the one in the middle of the group of three View Group
Mode icons) so that it is selected:

Once you've taken a look at the corkboard, return here.

See how the subdocuments of the folder you had selected

appeared as index cards? If you open the inspector right now and
select the "Notes" pane, you will see the index card associated
with this document--which you will have seen on the corkboard,
because this document is a subdocument of the "Part 2:
Organisation" folder.

b) Now--well, after you've read this bit, so you know how

to get back--click on the corkboard icon again, while viewing

this document. You will see that the corkboard is blank. This is
because this document ("Step 7: Changing Editor Views") doesn't
have any subdocuments--but it could. After you've seen the blank
corkboard, click on the text icon to the left of the corkboard
icon in the toolbar icon to see the text of the document again:
 <$surname> / WELCOME TO FATED CROSSINGS / 30

3. Outliner Mode
Outliner mode is much like the corkboard mode, allowing you
to see the subdocuments of the current document, except that it
shows them as rows and allows you to view various columns of
information and to view subdocuments of subdocuments to any
depth. Try repeating everything you did for the corkboard mode
above, but this time instead of choosing the corkboard icon,

click the outliner icon on the right (and remember to come back
here afterwards):

4. "Scrivenings" Mode
"Scrivenings" is the term for Scrivener's combined text
mode, and it is one of Scrivener's coolest features. It allows
you to view or edit multiple text documents as a composite--as
though they were one long document. Scrivenings mode is

available when there are multiple documents available to view as

one. If you look at the "View Mode" control in the toolbar at
the moment, you will see that the left-most icon shows a single
the moment, you will see that the left-most icon shows a single
<$surname> / WELCOME TO FATED CROSSINGS / 31

sheet of paper. This indicates that the composite text mode is

not available here, because you are viewing a single document

that has no subdocuments. So, let's look at one that does.
After reading this part, once more click on "Part 2:
Organisation" in the binder. When you do so, you will notice
that the "View Mode" icon in the toolbar changes:

View Mode icon (1) changes when Scrivenings mode is available

for the selection (2).
(You will notice that when you select the "Part 2" folder

again, it returns to outliner mode--this is because Scrivener

remembers which mode you last used to view a group, and will
automatically use it for viewing groups until you change it
again.)
The single text icon on the left has now changed into a
stack of paper. This means that it is possible to enter
Scrivenings mode. To do so, you simply click on the button with
the icon of the stack of papers. Try that with the "Part 2"

folder now, and after selecting the stack of papers icon scroll
all the way down to the bottom of the editor, then return here
by clicking back on "Step 7" in the binder.
Done that? You should have seen that the text from all the
 Done that? You should have seen that the text from all the
<$surname> / WELCOME TO FATED CROSSINGS / 32

various subdocuments of the "Part 2" folder--including this

one--were combined into one long document, with dividers between
them. You could have edited the text, and your changes would

have automatically been applied to all of the individual files

you altered.
What To Remember When Switching Views
You've now switched between all the main views. The main
thing to remember is that when you are viewing a single document
that has no subdocuments, there are only three view modes
available--because you can't enter Scrivenings (composite text)
mode when viewing only a single document. In this case, the

left-most icon is a single sheet of text. You click on the mode

you want to view--single document mode, corkboard mode, or
outliner mode.
When you are viewing a folder or a document that has
subdocuments, though, there are four ways of viewing the editor
available--the single document (disregarding the content of any
children items), corkboard and outliner mode, and also
Scrivenings mode. You can return to single document mode by de-

selecting all of the segments of the Group Mode control--that

is, click on the one that is selected to de-select it--just as
you did at the end of Step 6 to view the text of the "Part 2"
folder.
You can also switch between view modes using the top three

items in the View menu, or using the Ctrl+1, Ctrl+2 and Ctrl+3
items in the View menu, or using/ the
<$surname> Ctrl+1
WELCOME TO Ctrl+2CROSSINGS
, FATED and Ctrl+3
/ 33

keyboard shortcuts.

I know, I know--now you really do need that cup of tea, and

probably another biscuit too. Once you're done, we'll take a

look at each of these view modes in more detail. Click on "Step

8: Splits" to continue.
#
I know, I promised, but before delving further into the
view modes, let's pause to check out another important feature
of Scrivener that will save us from having to jump around so
much between folders and instructions. The chances are that from
time to time you are going to want to split the editor so that

you can view two parts of the same document, or two entirely
different documents, alongside one another. So let's do that

now. Go to View > Layout > Split Horizontally. Alternatively,

click on the button in the right of the header view above (the
square with the horizontal line through its middle):

Vertical and horizontal split buttons.

Suddenly, this document is displayed in two panes, which is
great when you need to refer back to an earlier place in the

file, but don't want to lose the ability to keep typing in the
current location. Note that through the Layout menu, you can
also switch to Vertical Split, or use No Split to get rid of the
also switch to Vertical Split, or
<$surname> use No Split
/ WELCOME to get
TO FATED rid of /
CROSSINGS the
34

split altogether.
All well and good, but we don't want to be limited to
viewing only one document at a time, do we? We can do that in
any word processor worth its salt (whatever that means), after
all. And naturally, we're not. Click on any document in the
binder, and it will be shown in the editor that currently has

the focus. You can tell which editor currently has the focus
because when there is a split, the header bar of the focused
editor turns blue.
In the binder, click "ThisIsBuzzAldrin" from inside the
"Research" folder. "ThisIsBuzzAldrin" is an audio file, so you
won't see much other than a media control bar in the lower part
of the top pane (actually, that audio file is the beginning of
the coolest phone message I ever picked up; sadly, the message

was not for me).

Now you can play the audio file in the top pane whilst
typing in this bottom pane. You can control the media file using

the keyboard shortcuts defined in the View > Media menu.

Ctrl+Enter will play or pause the file, for instance--without

you having to click outside of this text. These shortcuts are
very useful for transcription work, or for referring to a video
file while writing. Also note the button in the lower-right of

the media control bar:

 <$surname> / WELCOME TO FATED CROSSINGS / 35

That is the "pause and rewind" button. If you click it, it

will turn blue, indicating that it is on. When "pause and
rewind" is turned on, whenever you pause the media file it will
automatically be rewound a couple of seconds (you can determine
exactly how many seconds it gets rewound in the Navigation tab

in Tools > Options...). This is another useful feature for

transcription work.

But of course, you can use the split view to view any two
documents in Scrivener alongside one another. The snazziness of
this feature should immediately be apparent: you can refer to
another text, PDF, image or multimedia document in one view
while typing in another. You could hide the toolbar, the header
and footer views and the binder and just have the two documents
side-by-side while you work.

Make sure this bottom pane has the focus (click in it if

you are not sure) so that its header view is blue, and click on
"Step 9" so that it opens here.
#
The corkboard is one of Scrivener's most distinctive
structural tools, so let's look at that now.
Basic Usage
The corkboard shows the immediate subdocuments of the

selected document. To see what I mean, click into the top editor
to give it the focus (it should still be showing the
to give it the focus <$surname>
(it should /
still be showing
WELCOME the
TO FATED CROSSINGS / 36

"ThisIsBuzzAldrin" media file; if so, click somewhere in the

grey area so that the header bar of the top editor turns blue).
Once the top editor has the focus, click on the "Draft" folder
in the binder, and ensure that the "Group Mode" control in the

toolbar has the corkboard button selected (or press Ctrl+2).

Note how the corkboard in the top editor now shows the
folders "Part 1" through to "Part 5" and the "Other Stuff You
Might Want to Know" document all represented as index cards. If
you look in the binder, you will notice that these five folders

and the text document are the immediate subdocuments (or

"children") of the Draft folder--that is, they are only indented
one level from the Draft folder. The corkboard thus allows you
to concentrate on individual levels of your structure.
Next, in the corkboard itself, double-click on the folder
icon in the second card, which is titled "Part 2: Organisation".
This will drill down to show the contents of the "Part 2" folder
represented as index cards. Each card shows the title of the

document and a synopsis area that can be used to remind you of

the content of the document or to note what you intend to write
in the document later. You can edit the synopsis or title by
double-clicking into a card, and you can drag the cards around
(and into the binder) to reorder your documents.
If the inspector is open while the corkboard (or outliner)
is open, it will show information for the currently selected
card. (Remember, the buttons at the top of the inspector let you
card. (Remember, the <$surname>
buttons at /
the top ofTO
WELCOME the inspector
FATED let /
CROSSINGS you
37

show different meta-data.)

You can change the corkboard settings--the number of cards

that get drawn across, their width and so on--by clicking on the
button with the image of four index cards in it in the right of
the footer bar beneath the corkboard:

(Incidentally, if you don't like the corkboard background,

you can change it to a colour or texture of your choice in the

Corkboard tab of the Tools > Options. You can also change the

way the cards look, to get rid of the rounded corners to make
way the cards look, to get rid of the rounded corners to make
<$surname> / WELCOME TO FATED CROSSINGS / 38

them look more like real index cards, or switch to virtual pins
instead of corner markers for labels, which we will turn on
shortly.)
Controlling The Other Editor From The Corkboard

Note the button containing the two arrows facing in

opposite directions in the corkboard footer bar:

This is the "Auto-Load Button". Click on it now, and note

that the button stays depressed, indicating it is active. When

this button is on, selecting documents in the corkboard (or

outliner) will open them in the other editor if there is a
split. Try clicking on the "Step 7" card, then on the "Step 8"
card, and then on the "Step 9" card (which should bring you back
here).
See how clicking on the cards opened the documents
associated with them in this editor? That's a useful trick, as
it means you can hide the binder and use the corkboard or

outliner to navigate if you want to, or just use the corkboard

or outliner as secondary navigation tools.
Click on the Auto-Load button again to toggle the feature
off, then try clicking on the cards in the corkboard once more--
this time nothing will happen, because the button has been
deselected.
View Options
 <$surname> / WELCOME TO FATED CROSSINGS / 39

Go to View > Corkboard Options > Label Pins. The result

will depend on the look you have chosen for the label indicator
in the corkboard Options. If you are using the default corner
mark look, then each card that has a label associated with it
will now have a colour chip in its top-right corner; if you are

using the pin look, then each index card will now display a pin
holding it in place that is the colour of the label associated

with the document. Alternatively, you can select View > Use

Label Color In > Index Cards to tint the actual cards with the
colour of the label. You can also select Status Stamps via View

> Corkboard Options, which places a diagonal stamp on the

cards--this stamp shows the status associated with the document
represented by the index card.
Right-clicking on an index card brings up a contextual menu

that allows you to change the label (and thus the colour of the
pin) and status--you can use the contextual menu to assign a
label or status to multiple cards, too, by selecting all the
cards you wish to affect before right-clicking on one of them.

There are other viewing options available in the View >

Corkboard Options menu, but we won't cover them here (though

they are all explained in the user manual, available from the
Help menu, of course).

One more thing to note, before we move on, is that graphics

files get displayed on the corkboard as pictures. Click in the
files get displayed on the corkboard as pictures. Click in the
<$surname> / WELCOME TO FATED CROSSINGS / 40

corkboard above to ensure it has the focus, and then click on

the "Research" folder to see what I mean.
Okay, we covered a lot there! Remember that you don't have
to use the features that don't appeal to you. Not all writers
like corkboards--some Scrivener users never touch the corkboard
at all, preferring the outliner, which we'll come to next.

When you're ready then--after a stretch of the legs, a

glass of wine, a good curse at the prolixity of this tutorial's
author, whichever helps--let's move on to Step 10 and look at
the outliner in more depth. Don't forget to click into this
split before switching documents!
#
The binder is a very useful organisational tool, but one of

the key concepts behind Scrivener is the linking of synopses to

documents--and the binder does not show synopses (well,
actually, it does show them in tool tips if you hover the mouse
over items there, but the binder is more intended as a table of
contents). The corkboard, as we have seen, is a good way of
viewing and editing the synopses of multiple documents, but not
everyone likes corkboards and besides, the corkboard only shows
one level of a group's subdocuments at a time. This is where the

outliner comes in: it provides a way of structuring multiple

levels of your project at the same time as seeing much of the
data associated with your documents.
 <$surname> / WELCOME TO FATED CROSSINGS / 41

Click into the upper pane (which should still show the
corkboard) so that it receives the focus (its header bar will
turn blue), and then click on the "Draft" folder in the binder.
Next, select the "Outliner" segment of the "Group Mode" capsule
in the toolbar:

The upper view will now have turned into an outliner,

showing all of the items contained inside the Draft (because
that is what we selected in the binder). Click on a disclosure
triangle next to one of the folders to reveal the next level of
subdocuments (or Alt-click on a disclosure triangle to open all

subfolders inside the folder too, all the way down to the bottom
of the hierarchy).
Next, with the outliner still focused, click on "Part 2:
Organisation" in the binder. The outliner will now show only the
subdocuments of the "Part 2" folder.
Choose which columns appear by clicking on the button in

the top-right of the outliner title bar, or via the View >

Outliner Columns menu.

 <$surname> / WELCOME TO FATED CROSSINGS / 42

The outliner allows you to edit the titles and synopses of

various documents, assign the label or status, set the "Include

in Compile", "Page Break Before" and "Compile As-Is" flags and
reorganise documents by dragging them around. You can also view
various other meta-data, such as the word and character counts
of documents. The "Characters" and "Date" custom meta-data you
created in Step 5f are also available in the list of columns, so
you can add those for viewing and editing in the outliner if you
wish.

By default, when you drag items around you can drop them on
other items as well as between them (dropping "on" places the
dropped document inside the document it was dropped on, below

the other subdocuments). You can also use the Ctrl+Arrow keys

(up, down, left and right) to move documents around–this can be

useful when you want a little more accuracy. You can also use
these same shortcut keys in the Binder.

We can get rid of the split now. To do so, click on the

button in the right of the header bar for this editor:

Once you've done that, go to Step 11.

#
Let's take a closer look at "Scrivenings" mode. The whole
 Let's take a closer look at/ "Scrivenings"
<$surname> mode.
WELCOME TO FATED The whole
CROSSINGS / 43

point of Scrivener is to make working on a long text easier by

allowing you to break it up into smaller pieces, but you will
often want to see how those smaller pieces fit into the greater

whole. This is what Scrivenings mode lets you do.

There are two ways of entering Scrivenings mode:
1. You can select a folder or container in the binder that
contains text subdocuments, and use Scrivenings mode to
view all of the documents inside the folder (including the
folder itself, if it has text associated with it) as though
they were one long document.
2. You can select arbitrary documents in the binder and view

them as though they were a single document.

We already did (1) in Step 7, so let's try viewing
arbitrary documents this time. Once you've finished reading this
paragraph, click on "START HERE" at the top of the binder and

then, holding down the Ctrl key, click on "Step 7: Changing

Editor Views" and "Step 11: Scrivenings", so that all three

documents get selected. Once that's done, ensure that the stack
of papers is selected in the "Group Mode" control in the

toolbar, and then scroll down towards the bottom of the text
that gets loaded into this editor and look for the pink
highlighting below--do that now.

Back here yet?

 <$surname> / WELCOME TO FATED CROSSINGS / 44

Do you see what just happened? "Scrivenings" temporarily

combines the selected documents into a single text. You can
select non-contiguous documents or you can choose to view and

edit the contents of a folder or group. If you were writing a

novel, you could therefore write each scene of a chapter in
isolation and then view and edit the whole chapter as though it
were a single document using Scrivenings; or you might run a
search on a particular character and view the results as one
long text so that you can see how the storyline for that
character pans out in isolation.
So that you can see where one document ends and the next

begins, there is a horizontal dashed dividing line between

sections.
The Inspector displays information about the chunk of text
you are currently editing, so if you lose your place you can
always open that and check the index card to see where you are.
An important point to note about Scrivenings is that you
cannot make textual edits across the individual document
boundaries, so if you try to select a range of text that spans

more than one document block and try to edit it, you will not be
able to. However, within each section, every edit you make will
be automatically saved into the original document.
 <$surname> / WELCOME TO FATED CROSSINGS / 45

Quick Start Note: If you are only going through the "Quick
Start" sections, you can now return to the "Quick
Start"collection by clicking on the "Quick Start" tab above the
binder.

Now it's time to click on Step 12 (or Step 16 if you are

only going through the "Quick Start" sections).
#

At the risk of telling you the blindingly obvious, project

search allows you to search for documents inside your project
that contain a particular word, phrase, label, keyword and
suchlike. Just click in the search field on the right-hand side
of the toolbar and type the phrase you want to search for.

Project Search Tip

When clicked on, the magnifying glass icon in the

search field brings up a menu that allows you to modify

the search options. When the search field is left blank, a
summary of the more important options will be provided for
your convenience. Notice that right now "Keywords" is
chosen. That's because we were testing the search function
with project keywords a little earlier.

Go ahead and change the "Search In" scope to "All" using

 Go ahead and change the "Search In" scope to "All" using
<$surname> / WELCOME TO FATED CROSSINGS / 46

the magnifying glass menu. Now click in the search field and
type "collection".
Note how the binder is replaced by a darker coloured
"Search Results" list. This is a list of documents that contain
the word "collection" somewhere within them. Also note that the
search term--in this case "collection"--is now highlighted in
yellow in the current document wherever it appears. You can

click on the documents in the search results list too, and

easily see at a glance where the term you searched for is in the
document. For longer documents, just click into them in the

editor and go to Edit > Find > Find... (or hit Ctrl+F) to bring

up the Find panel, which can be used to search within the

documents themselves. To get rid of the search results list, you
can click on the "close" button on the right of the search field

(or just tap the Esc key):

Or on the button in the footer bar of the sidebar:

Do so now, and then move on to "Step 13: Collections".

#
 <$surname> / WELCOME TO FATED CROSSINGS / 47

Are you still with us? We're most of the way there, I

promise.
We're going to look at a feature called "Collections" next.
Collections provide a way of keeping lists of documents that
have nothing to do with their binder order. The easiest way to
understand what I mean is to create a collection, so let's do
that now.
First, we're going to be doing a lot of clicking around in

the sidebar, but we don't want to keep losing our spot, so let's
lock the editor in place. Click on the icon in the editor's
header view to bring up the header bar menu, and click on "Lock
in Place":

The header bar will turn dark pink. This indicates that the

editor is now "locked", which means that clicks in the binder

 <$surname>
editor is now "locked", / WELCOME
which means TO FATED
that clicks in CROSSINGS
the binder/ 48

will have no effect. Try clicking on different documents in the

binder to see what I mean--they will no longer get loaded into

the editor when selected as they normally do. This useful

ability can be toggled with Ctrl+Shift+L, too.

Creating an Arbitrary Collection

Click on the "Collections" button on the left-hand side of
the toolbar.

You will see an extra area appear at the top of the binder
with a blue and purple tab in it, entitled "Binder" and "Search
Results". Try clicking on the "Search Results" tab.
See what happened? The last search you ran gets run again,
and its results appear where the binder was; this will even be
saved between sessions. We'll soon learn how you can save more

than one search, permanently, as tabs.

Click on the "Binder" tab to return to the binder.

Now hold down the Ctrl key and click on several documents

in the binder to select them. Once you have selected five or

six--it doesn't matter which ones; they can even be from the
Research folder or elsewhere--click on the "+" button in
 <$surname> / WELCOME
Research folder or elsewhere--click on theTO FATED
"+" CROSSINGS
button in / 49

"Collections" bar at the very top of the binder:

The binder will temporarily disappear, to be replaced by a

flat list showing only the documents you selected. You haven't
moved those documents, though--they are all still in their
rightful places in the binder. You've just created a collection
(more specifically, an arbitrary collection) and when you

created it, the selected documents were automatically added to

it. To see what I mean right-click on one of the documents in
the collection list and select "Reveal in Binder" from the View
menu. This will show you where the document is located in the
binder. Click back on the collection tab once you've tried this,
to return to the collection.
You can rename the collection to anything you want, and you
can change its colour by double-clicking on its colour chip:

Double-click where indicated to (1) rename or (2) change the

colour of the collection.
Go ahead and try changing the title and colour. You can
 Go ahead and try<$surname> / WELCOME
changing the TO FATED
title and CROSSINGS
colour. You can / 50

also drag and drop tabs amongst one another to change their
order.
Let's add some more documents to the collection. Click back
on the Binder tab and select some different documents. Once
you've selected some, drag and drop them onto your collection

tab. You will see that the documents you dragged onto the tab
are now in the collection too. (No duplicates will be added,
each item can only appear once in the list.)
You can drag and drop the documents in the collection list
to arrange them into any order you want. If we unlocked this
editor, clicking on documents in the collection would open them
in the editor, just as happens when selecting documents in the
binder. To remove items from the list, simply select them and

click the "-" button in the divider bar above the item list (you

can also just press the Del key on your keyboard). Note that

this will not delete the original item, it will merely remove it

from this list.

Collections can be used for whatever you like. You might,

for instance, use them to gather together documents you need to

do more work on, removing them as you are satisfied with them.
You might use a collection to experiment with the order of

documents before committing to the arrangement. Once you were

happy with the arrangement, you could select all the documents,

right-click on them, and use Move To from the contextual menu to

move them all to the location in the binder you want them.
 <$surname> / WELCOME TO FATED CROSSINGS / 51

Search Collections
There's another way of creating collections, too--you can

save your search results as collections. Let's create a

collection of all documents with their status marked "To Do":

1. Click on the magnifying glass in the search field in the

toolbar, and select "Status".

2. Click in the search field and type "To Do". The binder will

be replaced by the regular purple search results list (with

its associated "Search Results" tab selected in the

Collections pane above). You could check with the Inspector

and see that the status for each is marked "To Do", as you
would expect, were the editor not locked.

3. Click on the magnifying glass in the search field again,

and this time select "Save Search as Collection..." from

the bottom of the menu.

4. Enter a name for the search, e.g. "To Do" (it will use the

search phrase by default) and hit "OK".

The search results will now change colour and you will see

that a new tab has appeared in the list of collections named "To

Do". Again, you can rename this or change the colour to one of
your choosing. The magnifying glass icon on the left of the tab

indicates that this is a search collection. These are different

to regular, "arbitrary" collections in that you can't

arbitrarily add documents to them or move them around within the

list of other search results. Instead, every time you click on a
list of other search <$surname>
results. Instead, every
/ WELCOME time you
TO FATED click on
CROSSINGS a
/ 52

search collection, the search gets run again.

Search collections can be used in various ways. You could

use one to keep track of the storyline of a character in a

novel, to highlight documents that contain a word you know you

overuse, and so on. The "Search Results" tab is itself really

just a special type of search collection--it will always show

the results of the most recent search, even after you close and

reopen the project.

Modifying the Contents of a Search Collection

Since search collections are dynamically generated

each time you load the tab, the contents cannot be

shuffled around or removed from the list. If you wish to

have more control over the list, you can either convert
the search collection to an arbitrary collection, with

View > Collections > Convert to Standard Collection, or

you can select all of the contents of the search

collection, and click the "+" button to create a new

arbitrary collection off of your selection.

To delete a collection of any kind, just select its tab and

then click on the "-" button in the "Collections" bar. Deleting

a collection has no effect on its constituent documents--they

are not deleted and remain in their place in the binder.

There's lots you can do with collections--or you don't have
 There's lots you<$surname>
can do with collections--or
/ WELCOME TO FATED you don't have
CROSSINGS / 53

to use them at all. Like most things in Scrivener, they are

available if you need them but can be ignored if you don't.

Click on the "Binder" tab to return to the standard project

Binder view if necessary. Let's unlock the editor now. Click on

the icon in the header view again and this time de-select "Lock

in Place". At this point you can also click on the "Collections"

icon in the toolbar to hide the collections pane if you want.

Now it's on to Part 3. Expand the Part 3 folder if it is

collapsed, and then click straight on "Step 14: Importing".

 <$surname> / WELCOME TO FATED CROSSINGS / 54

CHAPTER THREE
Part 3: Import, Export and Printing

If you decide Scrivener is the program for you, the first

thing you are going to want to do is import your existing work.

This is simple. Just select the folder you wish to import the

files into, then go to File > Import > Files..., select the

files you wish to import, and click the "Import" button. If you

wish to import including subdirectories, maintaining the filing

structure from File Explorer in the binder, then drag & drop the
folder into the Binder, instead. You can also drag files from

Scrivener's binder out again to export.

Files Won't Import?

Note that if you have selected a document that is

contained inside the "Draft" folder in the binder, when

you go to File > Import > Files... you will only have the

option of importing text file types; this is because files

 <$surname>
option of importing text / WELCOME
file types; this TO
is FATED CROSSINGS
because files / 55

are imported at the location of the selection in the

binder and the "Draft" folder only supports text files.

Thus, if you wish to import media files, make sure that

the selection is not in the "Draft" folder.

The following file types are supported by Scrivener's

import feature:

● RTF
● DOC

● DOCX
● ODT

● TXT
● PDF

● Final Draft FDX

● HTML

● HTM

● OPML
● Most image files

● Windows media files (.wmv, .wav, .mp3 and .wma)

Note that you can also copy and paste content into

Scrivener from any source. If rich text formatting is not

critical it is recommended that you copy and paste using Edit >

Paste and Match Style (or Ctrl+Shift+V). This method will ensure
that text pasted from other applications is cleaned and usable
within Scrivener, in much the same way that pasting text into
within Scrivener, in <$surname>
much the same way that
/ WELCOME TO pasting text into/ 56
FATED CROSSINGS

Notepad and then back out again would "clean" it of all

formatting.

It is important to note that some attributes may be lost

for certain document types upon import.

It is also possible to import web archives (in PDF, MHT or

plain-text conversion) directly from the Internet by selecting

Import > Web Page....

You can actually import any file at all--it doesn't have to

be one of the supported formats listed above. If you import an

unsupported file type, it will appear in the editor as a link.

Clicking on the link will open the file in the program

associated with it on your machine.

On to Step 15...
#

What if you want to use Scrivener but are worried about

being locked in? The Scrivener project folder format (the

project is the entire contents of the folder ending in ".scriv")

is unique, so what happens if you want to move your work

elsewhere? Fear not: you are not locked in at all. Simply select

all of the files you want to export in the binder (everything if

you so wish) and then go to File > Export > Files... Enter the

name of the directory that will be created to hold all of the

files, choose your preferred text file format and whether you

want to include notes and meta-data in the export (which will

want to include notes<$surname>
and meta-data in theTO
/ WELCOME export
FATED (which will/ 57
CROSSINGS

include the synopses), then hit "Export". All the selected files

will be exported with the binder structure intact; that is, the
virtual folders in the binder will become actual folders in File

Explorer. You can even drag the selected documents from the

binder onto your desktop or File Explorer. All files in the

Draft folder will be exported as RTF and all the other files

will simply be copied in their native format.

That's how you can get anything out of Scrivener.

Generally, however, the files you have inside a Scrivener

project are there to support your writing--the text you have

been slaving over--writing, editing, cutting up, rearranging--in

the Draft folder. The whole point of Scrivener is to produce

that text, so at some point you are going to want to export or

print it as a single document or manuscript.

To find out how, go to Step 16.

#

Quick Start Note: If you are only going through the "Quick
Start" notes and are eager to get up and running, you might

want to skip this section and come back to it later, as this is

quite a long section. It is a very important section, though,

as it covers how to compile the contents of your Draft folder

into a single text for exporting and printing. So if you don't

want to read this now, be sure to come back and read it before
want to read this now, be sure to come back and read it before
<$surname> / WELCOME TO FATED CROSSINGS / 58

you need to export or print your work.

Scrivener's purpose is to provide a sort of writer's

studio; a place where you throw everything, all of your

research, ideas and scribblings, with the aim of mashing it

together into a draft which you can then either print for
posting off to a publisher, or export, whether to another

program for tweaking or to an e-book format for self-publishing.

This is where Scrivener's Compile feature comes in.

The Compile feature takes everything that is in the Draft

folder and generates a single, formatted document from it. You

have complete control over the output--you can choose from

various file formats (or print directly from Scrivener), you can
choose whether to include document titles (or synopses and notes

for that matter), set up a header and footer, and even

completely change the font and paragraph formatting if you so

desire--so there's no need to write in the same font you use for

printing and exporting unless you want to.

" Compile..." can be found at the bottom of the File menu.

Try selecting it now, but then click "Cancel" and come back
here.

At first glance, it probably doesn't look like much. This

is because it is set up by default to show only the most basic

options--you can choose a preset from the "Format As" pop-up

options--you can choose a preset from the "Format As" pop-up
<$surname> / WELCOME TO FATED CROSSINGS / 59

button and a file format from the "Compile For" button, then

click on "Compile" to create a basic document containing the

merged contents of your Draft folder.

Let's try that now--we'll generate a PDF preview of the

draft of this tutorial project:

1. Go to File > Compile...

2. Ensure that "Original" is chosen for the "Format As"

setting.

3. Ensure "PDF (.pdf)" is selected next to "Compile For".

4. Click on "Compile".

5. Enter a destination and file name for the PDF and click
Save.

6. Open the PDF produced by Scrivener.

You can choose from one of the other "Format As" presets to

format your draft differently. For instance, try compiling

again, just as you did above, but this time choose "Standard
Manuscript Format" (be sure you choose "PDF (.pdf)" from the

"Compile For" list again, as changing the "Format As" option can
affect the selected file format). This time, you will find that

the draft has been compiled using a Courier 12-point font with
double line-spacing.

Tip on Formatting
Most of the presets in the "Format As" menu will
apply different formatting to your manuscript--different
apply different formatting to your
<$surname> manuscript--different
/ WELCOME TO FATED CROSSINGS / 60

fonts, different page settings, titles, separators and so

on. If you find yourself getting frustrated when trying to

tweak the Compile settings, or if you want to start from

scratch, it is often a good idea to select "Original" and

start from there. "Original" is set up so as not to

override any of the formatting--the exported or printed

manuscript will look just like the text in the main

editor. You can then work through the Compile options,

setting them up as required.

That's all you need to know for creating basic print-outs

and exported files from your draft. At some point, though, you

may find that you want more control over the document that gets
produced. Try going back to the Compile dialog and clicking on

the expansion arrow:

 <$surname> / WELCOME TO FATED CROSSINGS / 61

The Compile dialog will expand to show a whole raft of

options. You don't really need to worry too much about all of
these settings at the moment--the main thing to know is just

that this is where you come to export or print your entire

manuscript, and that the Compile settings provide complete

control over how your manuscript will be formatted should you

need it.

Let's try a quick custom compile though (you may want to

open up one of the PDFs you compiled and jump to this section so

you can follow along without switching in and out of the compile

window). This time, with the compile dialog expanded to show all
of the advanced options, try the following:

1. Choose "Original" from the "Format As" list again.

2. Take a look at the "Contents" pane. This allows you to

choose which documents get compiled. The drop-down menu at

the top, which currently says "Draft", can be used to

choose only a subfolder of the Draft (so that you could

compile and print only a single chapter, for instance) or

to choose the Quick Start collection or one of the

collections we created in Part 13 (so you can compile only

the documents that appear in a particular collection or

search results). You can uncheck the "Include" button for

any document you don't want included in your compiled

document. You can thus fine-tune which documents go into

your final manuscript.
 your final manuscript.
<$surname> / WELCOME TO FATED CROSSINGS / 62

All we're going to do is click on the pop-up button at the

top that currently says "Draft", and choose "Part 1:

Basics"--that is, we are only going to compile the "Part 1"

folder.

3. Now, from the list of settings on the left, choose

"Separators". This section allows us to choose how our

documents should get stitched together--whether we should

put page breaks between the different components or just

line breaks and so forth. (Note: you can also insert page
breaks between documents by selecting "Page break before"

for individual documents in the "Contents" pane or the main

editor inspector. That is usually best used as a last

resort, however--it's generally better to set up page
 resort, however--it's generally better to set up page
<$surname> / WELCOME TO FATED CROSSINGS / 63

breaks in "Separators" if possible.)

a. For the "Text separator", choose "Page break".

b. For the "Folder and text separator", choose "Single

return". This will ensure that the text of any

documents following a folder will be added straight

after the folder title--which we will now set up in

our formatting options.

4. Click on "Formatting". This is the part of the Compile

sheet that allows you to choose how your text looks--what

font it uses and suchlike. At the top is a list with a

folder, text group and text document in it, each saying

"Level 1+" next to them (text groups are just text

documents that have other text documents grouped inside

them--have a look at "Step 5: The Inspector" to see an

example of one). Each document type can be formatted

separately.

5. At the top of this pane you will see a checkbox labelled

"Override text and notes formatting". It is unchecked at

the moment, which means that the text (and notes should you

choose to include them) of each document will appear in

your compiled manuscript exactly as they do in the editor,

just as they did the first time you compiled. We're going
to override the formatting, though, so click on this button

to tick it.
 <$surname> / WELCOME TO FATED CROSSINGS / 64

6. Click on the top item in the "Type" list, the "Level+" row

with the folder icon in it. Note that each row has tick
boxes for "Title", "Meta-Data", "Synopsis", "Notes" and
6.

boxes for "Title", "Meta-Data",

<$surname> "Synopsis",
/ WELCOME TO FATED"Notes" and / 65
CROSSINGS

"Text". These tick boxes determine which parts of the

document will get included in your text. So at the moment,

only the text of folder documents, text groups and text

documents will be included, because only the "Text" button

is ticked for each. Let's change this. Click on the "Text"

button in the folder row to remove "Text" and then tick the

"Title" button instead. Note how the text in the bottom

pane has changed to show the word "Title" in bold. This

bottom text area gives you a preview of what the document

will look like, so in this case it shows us what folder

documents will look like when exported or printed--they

will show only their titles, in bold text.

a. Click into the bold "Title" text. Note how the ruler

and formatting bar become active when you do so. Click

on the centred text button, and click on the "A"

button to choose a different font. Make the font big.

b. Above the formatting bar, click on the "Page padding"

stepper control to change the page padding to "8

lines". This will add eight lines of blank space

before the documents of the folder type whenever they

start on a new page. (You'll see what I mean in a

minute, they won't show up in the preview area.)

7. Now, click on the next row, the one with a text group icon

(the middle choice), and tick the "Title" checkbox. Leave

the "Text" checkbox ticked for this one, though. The text
 7.

the "Text" checkbox ticked /for

<$surname> this one,
WELCOME though.
TO FATED The text
CROSSINGS / 66

area at the bottom will be updated to reflect your changes.

a. Click in the bold title in the preview area. Get rid

of the bold and change it to underlined and italicised

instead using the format bar, and change its colour to

blue using the colour control (right-click on the 'A'

button on the right side of the format bar, next to

the highlighter pen to see a palette with colour

choices in it).

b. Click into the main text area and change the

formatting to whatever you want--use the "A" button to

change the font, the ruler to change the paragraph

indenting, and the line spacing control in the format

bar to change (who'd have thought it) the line

spacing.
8. Click on the last row, the text icon with "Level 1+" next

to it, and do the same again, but this time choose a

different format for the title and text.

9. Right, at last, click on the "Compile For" drop down and

select "Preview". Then click "Compile" to open a preview.

Take a look through the preview document to see what you've

done--you've added titles and completely changed the way the

text looks. Once you're happy with that, click the "Close"

button to return to the Compile dialogue. We're just going to

make one tweak, as follows:

1. Choose the "Formatting" pane again.

 <$surname> / WELCOME TO FATED CROSSINGS / 67

2. Select the third row, the "Level 1+" with the single text

icon next to it.

3. Click on the "Add formatting level" button:

A "Level 2+" row will appear, slightly indented below the

"Level 1" text row. The "Level 1" row will no longer have
the plus sign after it, either. I'll explain what this

means in a moment. If you click between the "Level 1" and

"Level 2+" rows, you will see that the formatting in the

text area at the bottom is the same for each--that's

because the new formatting level is created using the same

formatting as the selected row by default.

4. Click on the "Add formatting level" button again so that a

"Level 3+" row is created.

5. With the "Level 3+" row is selected, click into the text
area and change formatting to something glaring. Change the

text colour to bright green or suchlike.

6. Click on the "Compile" button again and once more view the
results in Preview mode, this time looking out for the

green or lurid text formatting you added.

What just happened?

What you should have seen is that all documents contained

inside the "Step 5: The Inspector" group came out using your
inside the "Step 5: The Inspector" group came out using your
<$surname> / WELCOME TO FATED CROSSINGS / 68

lurid formatting, but everything else stayed the same as the

previous compile. Why? Because you can set up the formatting on

a per-document-level basis if you like, and that's what we just

did. If you look at the binder, the folders "Part 1: Basics" and

so on are all contained in the Draft folder at the first level--

that is, they are one level deep in the Draft folder. If you

then look at "Step 1", "Step 2" and so on, these are two levels
deep in the Draft folder, because they are contained inside the

"Part 1" folder which itself is contained in the Draft folder.

"5a: The Synopsis Index Card" and the other documents grouped

inside the "Step 5: The Inspector" document are on the third

level. And so it was only these documents that were affected by

our "Level 3+" formatting settings. Incidentally, the "+"

indicates that this is the last level we have set up formatting

options for, and so it will be applied to any levels of document

in the Draft that go deeper (so if we've only set up two

formatting levels, documents three or four deep in the binder

will receive the same formatting as those at two levels deep).

Quick Start Note: If you're viewing the "Quick Start"

collection in the binder, you'll need to switch to the full
binder to see the documents at their different levels inside

the Draft folder. Click the "Binder" tab to see this, then
click back on the "Quick Start" tab to return to viewing the
click back on the "Quick Start" tab to return to viewing the
<$surname> / WELCOME TO FATED CROSSINGS / 69

collection.

Okay, onto the next section. Expand the "Part 4" folder and

click on "Step 17: Split and Merge" (or go straight to Step 22

if you are only going through the "Quick Start" sections).
 <$surname> / WELCOME TO FATED CROSSINGS / 70

CHAPTER FOUR

Part 4: Text Tools

Okay, so you imported all your work into Scrivener. But you
had a lot of long documents and now you want to chop them up so

that you can experiment with moving the various parts around. No

problem. The Documents menu features Split > At Selection and

Split > with Selection as Title. These features allow you to

chop up existing documents very easily and quickly. With "Split
at Selection", you simply click inside a text document so that

the cursor is at the point where you want to split the document.
Selecting this menu option will split the document into two at

the cursor point. Try putting the cursor at the beginning of the
next paragraph and doing that now.

You should see that your input focus has been moved to the

Binder so you can name this new chunk of text, and everything
prior to the point above has been removed from this document.

Click on the prior document in the Binder, and you'll see the
Click on the prior document in the
<$surname> Binder,TO
/ WELCOME and you'll
FATED see the/ 71
CROSSINGS

previous bit of text from before the split. Use the back button

to return here when you are done.

Sample Title

"Split with Selection as Title" works in much the same way,

except you select a range of text before clicking on it. The

selected text will become the title of the newly-created

document. This is useful, for instance, if you have a long

document containing several chapters each with a title you want

to use as the document title. Try triple-clicking the "Sample

Title" line above, and using the Split > with Selection as Title

menu command.
You can also merge documents. Selecting several documents

in the binder and then choosing Documents > Merge will merge the

selected documents into one. Select the top "Step 17..." item in

the Binder, and then Shift-click on the "Sample Title" document.

Use Documents > Merge to join them back together. A single empty

line will be inserted in between each of the merged documents to

make it easier to see where the joins were.

Next we'll look at some of the text options available in

Scrivener. Click on "Step 18" in the binder.

#
The Format Bar

The format bar runs horizontally just below the toolbar and

allows you to access common formatting commands easily. From the

allows you to access <$surname> / WELCOME
common formatting TO FATED
commands CROSSINGS
easily. From / 72
the

format bar you can change the font, text alignment, line

spacing, text and highlight colour, and create lists. You can

turn the format bar on or off by choosing the Format > Format

Bar menu command. Note that if you right-click (or click and
hold) the text colour or highlight buttons in the format bar, a

menu will appear that allows you to choose from a selection of

colours (clicking on the buttons directly applies the currently-

selected colour). You can customise what appears in the format

bar with the Tools > Customize Toolbars... menu command.

The Format Menu

The Format menu provides various ways of formatting your

text which are standard in many applications along with some

that are unique to Scrivener, the latter of which are listed

below.

Highlight
Pretty straightforward, this one. Choose from several

standard highlighter pen colours to highlight your text.

Inline Annotation And Footnotes

Inline annotations and footnotes allow you to make notes

right inside your text.They look like this:

This text has a footnote after it. 3 When the text is

compiled, exported or printed, this footnote will be turned into

a "real" footnote (or endnote).

 <$surname> / WELCOME TO FATED CROSSINGS / 73

Each was created by selecting the text and choosing either

"Inline Annotation" or "Inline Footnote" from the Format menu.

Alternatively, you can also just choose "Inline Annotation" or

"Inline Footnote" with no selection and start typing (note that

you can change the colour of an annotation in the Appearance tab

of Tools > Options...). When you export your work, ranges of

text defined as footnotes can be turned into real RTF footnotes

that can be read by Word, OpenOffice.org, WordPerfect and other

major word processors. Ranges of text defined as annotations can

be turned into RTF comments (which Word can read) or omitted

altogether. One thing to note is that when you create inline

footnotes, the grey bubble should start exactly where you want
the footnote marker to appear in the printed or exported text.

Just think of the whole bubble as being the number in the final
text.

Scrivener Links
Scrivener links are much like web hyperlinks, except that

they link to other documents within the current Scrivener

project. To create a Scrivener link, select the name of the

document to which you wish to make a link from the Scrivener

Links menu in the Edit menu. This will create a hyperlink in

your text document. Alternatively, choose "New Link..." to bring

up a dialogue box that allows you to create a new document to

which to link, or to choose from existing documents in the
which to link, or to <$surname>
choose from/ existing documents
WELCOME TO in the
FATED CROSSINGS / 74

project. Clicking on a Scrivener link will open the linked

document in a split pane. Scrivener links can be useful for

creating tables of contents or references within your research.

Try clicking on the Scrivener link below:

Spacewalk Info

A PDF document will be opened in a new pane. Close the

split pane and then move on to "Step 19" in the binder.
 <$surname> / WELCOME TO FATED CROSSINGS / 75

CHAPTER FIVE
Part 5: Customising Projects

As you have learned, by default any new Scrivener project

will have three root folders--the Draft, Research and Trash

folders. These folders cannot be deleted or moved into other

folders (although they can be moved into a different order).

You're not limited to having only these three main folders,

though--you can create as many as you need. Let's try that now:

1. Lock the editor again so that this document stays on screen

(by clicking on the icon in the header view and selecting

"Lock in Place" from the menu that appears).

2. Click on the Research folder.

3. Click on the "Add folder" button in the footer bar right at

the bottom of the binder (or hit Ctrl+Shift+N).

4. Note that a new folder is created inside the "Research"

folder. Rename the new folder "Characters".

5. From the Documents menu, choose Move > Left. Your new
 5. From the Documents menu, choose
<$surname> Move TO
/ WELCOME > Left
FATED. Your new / 76
CROSSINGS

folder is now a root folder--that is, it is now as far left

as it can go, on the same level as the Draft, Research and

Trash folders
So, we've created a new root-level folder, but at the

moment it looks fairly generic. This is where Scrivener's custom

icons feature comes in--you can assign a custom icon to any file

or folder in the binder so that its purpose is more immediately

recognisable. In our example, we are going to use our new folder

to store notes about different characters in a novel, so we want

to assign an icon to it that will allow us to find it easily and

quickly. Here's how:

1. Right-click on the "Characters" folder.

2. Select "Change Icon" from the contextual menu that appears.

Choose the "Character Sheet" icon from from the

"Characters" group (although you could just as easily

choose any icon).

3. Or, hold down the Alt key while right-clicking to directly

access the custom icon menu.

A number of icons are provided with Scrivener for use in

your projects, but you can also create your own (or download

some) and import them by choosing "Manage Icons..." from the

Documents > Change Icon menu.

In this way you can customise your projects to contain

whatever main folders you need (note that you can assign custom
icons to individual documents, too, but the feature is more
icons to individual documents,
<$surname> too, but the
/ WELCOME TO feature is more / 77
FATED CROSSINGS

likely to be useful for customising folder icons). If you create

a Scrivener project from one of the templates that are provided

(such as the novel template), you will find folders in the

binder that have been created and customised in just this way.

Unlock the editor and move on to Step 20.

#
One of the key philosophies behind Scrivener is that it

shouldn't try to force you into a particular workflow. You

should be able to write any sort of long-form text in Scrivener

and set up your project to fit the task at hand. Likewise, if

you're using Scrivener to write a novel, Scrivener doesn't

automatically assume that you must therefore want character

sheets to fill in for each character, or prompt sheets for

information about locations and so on (I apologise for the

fiction-biased examples). Every writer is different--some

novelists find filling in character sheets an essential part of

their process, others dislike such things. So, just as Scrivener

allows you to create top-level folders and customise their

icons, it also gives you the means to set up document templates

for generating things such as character sheets. Document

templates allow you to set up a document in the project and use

it as the basis for creating new documents.

(Note: Document templates should not be confused with

project templates. A project template is something you pick from

project templates. A <$surname>
project template is something
/ WELCOME you pick from
TO FATED CROSSINGS / 78

the New Project panel, which is used as the basis for creating

an entire project--see Step 21--whereas a document template is a

file inside a project.)

This probably sounds more complicated than it is in

practice, so let's take a look at how document templates appear

and work in a project.

Go to the Project menu and hover over "New From Template".

When a project has document templates, they're listed here so

you can quickly create a new document using the template. All we
see now is the placeholder menu item saying "No Templates Folder

set"--this project doesn't yet have any document templates or a

folder assigned to hold them. You'll see the same sub-menu if

you click the down-arrow beside the green "Add" button in the
toolbar and check the "New From Template" menu there.

Let's create a couple of document templates to populate

these menus. For this step, you may want to split the editor so

you can follow along while keeping this reference up to the

side. (Remember, selecting a document in the binder will load it

in the editor with the blue header. You may need to click into

the editor you want to change before following steps to click in

the binder. To avoid accidentally replacing this document,

choose "Lock In Place" from the icon menu in this split's

header.)

Setting Up Document Templates

 <$surname> / WELCOME TO FATED CROSSINGS / 79

Take a look inside the Research folder in the binder

(expand it if necessary by clicking on the disclosure triangle

next to it). Inside it you will find a "Sheets" folder, which

contains two documents--"Character Sheet" and "Location Sheet".

Take a look at these documents. They contain text that could be

used for very basic character or location sheets, which you

might fill in for each character or location you are going to

write about in a novel. They are just regular text documents,

though--you can have whatever you want in there. To see what I

mean, select the "Location" document and then click on "Add" in

the toolbar so that a new blank document gets created. Name it

to anything you want, and then type something inside the

document.

Now we're going to tell Scrivener that the documents inside

the "Sheets" folder should be treated as document templates--

that is, that we want to be able to create new documents based

on them:

1. Click on the "Sheets" folder to select it.

2. Go to the Project menu and choose "Set Selection as

Templates Folder".
 <$surname> / WELCOME TO FATED CROSSINGS / 80

After turning the "Sheets" folder into a Document Template

folder.
The icon of the "Sheets" folder will change to be a white

"T" against a blueprint, and the "T" will appear in the corner

of each document inside the folder. This indicates that the

folder is now acting as the templates folder and that anything

inside it can be used as the basis for a new document. (Note

that once you have set a templates folder, the "Set Selection as

Templates Folder" item in the Project menu will change to "Clear

Templates Folder". Since each project can only have one

templates folder, if you want to change the templates folder in

the future, you will need to use this to reset things before
"Set Selection as Templates Folder" becomes available again.)

Using Document Templates

What does this mean? Let's try returning to the menus we

looked at a little earlier:

1. Click on the "Characters" folder with the custom icon that
 1. Click on the "Characters" folder with the custom icon that
<$surname> / WELCOME TO FATED CROSSINGS / 81

you created in step 19. It should currently be empty.

2. Go to the Project menu and select "New From Template"

again. You'll notice that it's no longer empty--it shows

the contents of the "Sheets" templates folder.

3. From the menu, select "Character Sheet". A new document

will be created inside the "Characters" folder--a document

that is identical to the "Character Sheet" document in the

templates folder. Change the title and edit the text in the

document itself.
4. Now click on the down-arrow beside the green "Add" button

again. This time there will be more items in the sub-menu--

the contents of our templates folder is there, too. Select

the item you created previously. You should see the text
you typed in appear in the editor. Anything you had done to

this item beforehand would have been copied over (excluding

snapshots, so you can store copies of older versions of

your templates without them getting in the way).

The two new documents you just created are copies of the
documents in the templates folder. And that's really all the

templates folder is--somewhere for you to put documents that you

want to use as the basis for other documents, and which, in

combination with the New From Template menu, makes it very easy

to create copies of those documents anywhere you want in the

project.
 <$surname> / WELCOME TO FATED CROSSINGS / 82

We're nearly there. If you split the editor, go ahead and

close it now, and unlock this editor if needed. Then on to Step

21...

#
At this point, we've covered all of the major features of

Scrivener. If you haven't done so already, then soon you are

going to want to create your own project so that you can start

work. Generally you will want a separate Scrivener project for

each writing project you are working on. To create a new

project, select "New Project..." from the File menu, which will

open the project template chooser panel. From there, you can
choose a project type from one of the categories (novel,

screenplay, essay and so on). Once you've done so, give the new

project a name in the " Save As" field, below the thumbnail

browser. You may also want to change where the project will be

saved by clicking the Browse button, or selecting a common

location from the " Where" drop-down menu. Click the Create

button to create and open the project (you can have more than
one project open at once, so you can leave this tutorial project

open in the background).

Scrivener project folders end in ".scriv" which might seem

a little strange. This is to maximise the cross-platform

compatibility of the project (when viewed on a Mac, the folder

will look and act like a single file). You will need to open

Scrivener projects by double-clicking on the main project folder

Scrivener projects by<$surname> / WELCOME
double-clicking TO FATED
on the CROSSINGS
main project / 83
folder

and then double-clicking the project document in that folder (if

you have File Explorer set up to show extensions, it is the one

with the ".scrivx" extension). That file is not your entire

project; it is the master control file that keeps track of all

the pieces. If you wish to copy your project to another computer

or back it up, make sure to send the whole folder ending in

.scriv. You can also open projects using the File > Open...

command, or if you've worked on the project recently, it might

be listed in the File > Recent Projects sub-menu.

Note that the "Blank" project type is the basis for all

other project types. That is, all the other project templates
were created by starting from a blank project, adding some

documents and changing the settings relevant for the project

type, and then saving the resulting project as a template. If

you find that none of the existing templates is quite right for
the sort of writing you do, you can create your own project

templates in the same way, like this:

1. Create a new project--either from the Blank template or

from any other template--and edit it so that it contains

all the elements and settings you will want in a new

project whenever it is created from your template. This can

be as simple as you like, maybe just a few tweaks to Blank.

2. Select "Save As Template..." from the File menu.

3. From the "Save As Template" dialog that appears, enter a

title and description for the new template, and choose a
 3.
<$surname>
title and description / WELCOME
for the TO FATEDand
new template, CROSSINGS
choose a/ 84

category and icon, then click on "OK".

4. Go to File > New Project... You will find the template you

just created available as the basis for new projects. At

this point you can delete the project from which you
created the template, if you wish. Since projects are just

folders of files, close the project in Scrivener and then

use File Explorer to delete the project's folder

("[ProjectName].scriv").

Next on to "Step 22: Syncing with iOS" - you'll find that

in the "Part 6" folder.

 <$surname> / WELCOME TO FATED CROSSINGS / 85

CHAPTER SIX
Part 6: Syncing

(You can skip this section if you don't plan on syncing

projects with Scrivener for iOS.)

Scrivener is also available for the iPad and iPhone (via

the iOS App Store), so that you can work on your projects

anywhere. Follow the instructions below to sync your projects

with our iOS version. Note that you will need a Dropbox account

(http://www.getdropbox.com) to sync. If you don't have or want a

Dropbox account, you can copy projects via iTunes or third-party

device file managers (see below).

Syncing With Dropbox

1. Any projects you want to share with the iOS version must be

placed in your Dropbox folder. When you set up sync in

Scrivener for iOS, you are asked to choose a subfolder

inside Dropbox, and the iOS version will sync anything

inside the folder you choose. The default setting is
 inside the folder you choose.
<$surname> The default
/ WELCOME setting
TO FATED is
CROSSINGS / 86

Dropbox\Apps\Scrivener, so we'll use that as our example.

We'll assume the folder already exists in Dropbox (it will

do if you've set up sync in the iOS version--follow the

instructions in the iOS tutorial for details on that if

necessary).

2. To sync an existing project, first make sure it is closed

on your PC, then move the entire project folder (ending in

".scriv") into the Dropbox\Apps\Scrivener folder in File

Explorer. You can then open it again on your PC from its

new location in Dropbox if you wish.

3. To create a new project that you want available on iOS, go

to File > New Project, select a project template, and

choose to save it inside the Dropbox\Apps\Scrivener folder

when prompted for a save location.

4. Before opening a project on iOS, ensure that Dropbox on

your PC has fully synced (check that there is no activity

indicator in the Dropbox icon in the system tray; we

recommend you set the Dropbox tray icon to always show).

5. Whenever you have made any changes to projects on your PC,

be sure to tap the sync button in Scrivener for iOS so that

all changes get downloaded.

6. Edit your project on your iPhone or iPad and tap the sync
button in the iOS version when you're done.

7. When returning to your PC, once more ensure that Dropbox

has finished syncing by checking the icon in the menu bar.
 <$surname> / WELCOME TO FATED CROSSINGS / 87

8. You can now carry on working on your project. You are free
to leave your Scrivener projects open on the computer while

editing them on iOS. When Scrivener for Windows detects

that changes have been made with the iOS version, it will

tell you that it needs to incorporate those changes into

the project. It will then do so, closing and reopening the

project. (If the project was closed, it will do all of this

when you next open the project.)

9. Scrivener for Windows detects changes whenever it becomes

active. If you know you've made changes on iOS and

Scrivener on the PC doesn't tell you about them, simply

choose Sync > with Mobile Devices from the File menu. This

will force Scrivener to check for any changes.

10. Note that " Sync > with Mobile Devices" just looks for

changes that have been made to the current project on

iOS devices. No changes will be found if the project

has not been edited on iOS, or if it is not stored in

the Dropbox folder.

Dealing with Conflicts

When syncing across devices, it's important to remember

that each device stores its own copy of the project (if it
didn't, you wouldn't be able to access projects without an

Internet connection). When you sync, Scrivener updates the copy

on your PC and the copy on your iOS device (when next you sync
it) so that they are both the same. If you make edits to the
it) so that they are <$surname>
both the same. If youTO
/ WELCOME make edits
FATED to the / 88
CROSSINGS

same document on more than one device without syncing, however,

conflicts may arise because the two copies will be different.

For instance, suppose you edit a scene on your iPad, then

return to your computer without syncing and start editing the

same scene--in this case, there will now be two different

versions of it, one on your iPad, and one on your computer. When

this occurs, on the next sync, Scrivener will tell you that
conflicts have been found. Scrivener will always do its best to

resolve all conflicts without requiring you to do anything, but

in a case like this, it will create a "Conflicts" folder at the

bottom of the binder and place one of the versions of the

document inside it as a separate document.

If this happens, be sure to compare the two versions of the

document and decide which one you want to keep. You can open
Scrivener's split screen feature to look at them side-by-side

and copy between them, and then delete the one you do not need.

This won't normally be a problem, however--it will only happen

if you make changes to the same project on two devices without

syncing before moving between devices.

Copying Between Devices Using iTunes

If you have the iOS version but don't want to use Dropbox,
you can copy projects to and from your iPhone or iPad using

iTunes as follows:
1. Open iTunes and connect with your device.

2. Select the device you wish to update.

 <$surname> / WELCOME TO FATED CROSSINGS / 89

3. Select "Apps" in the sidebar.

4. Scroll down to "File Sharing".

5. Select Scrivener in the "Apps" list.

6. Click the "Add..." button in iTunes and select your

Scrivener project folder (ending in ".scriv") using the

file dialog box. This will add the project to the

"Documents" list in iTunes (you may also be able to drag

and drop projects in and out of the list).

7. Select a project in the "Documents" list and click on "Save

to..." to copy a project from your device to your PC's hard

drive.

Any third-party tool capable of managing files on your iOS

device can substitute for iTunes. You will need to consult the

instructions for your preferred software.

Important: some file management tools may merge a project

folder when copying a project into a location where a project by
that same name already exists. Merging should never be done. If

necessary, delete or rename the older version of the project

first, and then copy the updated version of the project so that
it creates the project from scratch.

Okay, on to Step 23, the "And Finally..." bit.

#
This has been a fairly thorough tour of all of the main

features of Scrivener (or not so thorough if you only went

features of Scrivener<$surname>
(or not so/ thorough if FATED
WELCOME TO you only went
CROSSINGS / 90

through the "Quick Start" documents, but enough to get you up

and running, I hope). You probably won't use half of the

features you've just learned for some time--in fact, on a daily

basis, you will probably only use the most basic features of

writing in the editor, creating new documents, and moving

documents around in the binder. Everything in Scrivener gets out

of your way until you need it--but at least you know what's
available and have a good idea of what you can do.

There's plenty of other stuff in there, too. For instance,

I neglected to mention the project targets and statistics

features in the Project menu, which you may well use frequently

if you need to write to a particular length. They are fairly

self-explanatory, though, so just try them out.

What else? Well, once again, remember that Scrivener

expects you to put everything that you want to export as part of

your manuscript (okay, typescript for the pedants) inside the

Draft folder. And remember that Scrivener is really about

"hammering out" that draft; it is not a word processor or full

page layout program, so at some point--unless you just want a

very basic manuscript--you may well want to move your work into

a word processor or dedicated scriptwriting program for final

formatting.

Experiment! You should be able to work out the rest by

playing with the program. If you get stuck, be sure to check out

the comprehensive Scrivener Manual from the Help menu. Note that
the comprehensive Scrivener Manual
<$surname> from the
/ WELCOME TO Help menu.
FATED Note that
CROSSINGS / 91

it is a PDF, so while you are learning the program you might

consider importing it into your working project binder's

research section for easy access. If you still have a problem,

check out the knowledge base, or take a look at some of our

tutorial videos on the web page:

http://scrivener.tenderapp.com/help/kb
http://www.literatureandlatte.com/videos.php

And of course, if you are still baffled, post a question on

the user forums!

http://www.literatureandlatte.com/forum

Likewise, if you encounter any bugs or glitches, no matter

how small--and especially if you experience a crash--please post

to the forums or e-mail us at

[email protected].
We hope you enjoy using Scrivener and find it a useful

tool, and offer our heartfelt thanks to you for choosing

Scrivener (or considering it) as the tool for your own writing.
Next Steps

You are now ready to begin your own project--go to File >

New Project to get going. Happy writing!

#
 <$surname> / WELCOME TO FATED CROSSINGS / 92

CHAPTER SEVEN

Other Stuff You Might Want to Know

Saving

A very important aspect of a program such as Scrivener is

how it saves documents. Scrivener auto-saves so that you don't

have to worry about saving at all if you don't want to. That

said, if you're anything like me, "not worrying" about saving is

an impossibility, so here is how things work: every time you

make a change to a document, the name of your project in the

Windows title bar will have an asterisk (*) placed after it to

indicate that there are unsaved changes. At this point,

Scrivener knows that it needs to save as soon as possible. It

does so as soon as there is no activity for two seconds or more

(although you can change the amount of time it waits in the

"General" tab in Options)--that way, saving a large document

will not interrupt what you are doing. It also checks whether it
needs to save when a project is closed and when you quit the

application, and saves if so. Once things are saved, the

asterisk is removed from the Windows title bar.

Although the auto-save feature keeps your work safe

99.99999% of the time, and while I hope you never experience any

crashes, every program has the occasional bug lurking around, so

for the sake of your--and my--own sanity, there is a "force

save" feature. This just works the same way as a normal save in

a regular app. Hit Ctrl+S or go to File > Save to force any

a regular app. Hit Ctrl+S or go /
<$surname> File > TO
toWELCOME Save to force
FATED any / 93
CROSSINGS

changes you have made to be saved without having to wait the two

seconds for an auto-save. Note that because of the auto-save

feature, if you close a project while the asterisk is in the

title bar, you will not be asked whether you want to save your
changes, as many programs do, because the changes will be saved

automatically.
Writing Multiple Books In The Same Project

Generally, Scrivener is set up based on the assumption that

each Scrivener project will contain a single book (or writing

project). When you compile, you compile the entire Draft folder

into a single manuscript. In the section on Compile, though, we

briefly looked at how you can choose to compile only a subfolder

of the Draft. If you really want to write more than one book in
the same project - perhaps you have a series of books that rely

on the same research, for instance - you can easily do so by

taking advantage of this feature. Here's how:

1. Set up a different folder for each book inside the Draft

folder.
2. Organise each book folder as though it were the Draft

folder for that book.

3. In the "Contents" pane of Compile, choose the folder

containing the book you wish to compile from the pop-up

button above the list of documents.

Layouts

If you find yourself opening and closing the binder and

 If you find yourself opening
<$surname> and closing
/ WELCOME the binder
TO FATED and / 94
CROSSINGS

inspector frequently, or spending a lot of time setting up the

corkboard or outliner view to appear in the right place for a

particular task, check out the Layouts feature, which can be

accessed by selecting "Layout Manager..." from the Window >

Layouts menu. This allows you to save the state of the interface
and quickly return to it at a later time.
Scratch Pad

If you have to gather a lot of research in other

applications and find yourself doing a lot of copying and

pasting into Scrivener, the Scratch Pad may be useful. The

scratch pad is a tool that can be called up with the Tools >

Scratch Pad menu command ( Ctrl+Shift+0). You can then paste or

type any notes into it and send them to one of your open
projects straight away or at some point later (Scratch Pad notes

are saved in a folder on your hard drive that you can specify in
the "General" tab of Options).

Backing Up Your Work

Back Up To... (available from the File > Back Up menu) is

your friend... Use it frequently to save copies of your project

(you can save copies as archived .zip files, too) to ensure that
your work is always backed up. You can also set up your projects

to be backed up automatically whenever they are opened or

closed, using the "Backup" tab of Options.

File Format
Just a quick note on the file format, by the way: Scrivener
 <$surname>
Just a quick note / WELCOME
on the file format,TO
byFATED CROSSINGS
the way: / 95
Scrivener

projects are actually folders on your disk with a number of

files inside of them. The entire folder with a name ending in

".scriv" (for example, if you saved your tutorial as "Tutorial"

there will be a "Tutorial.scriv" folder where you chose to save

it). If you drill into one of those folders, you will

(reassuringly, I hope) discover that all of your work is

actually stored as multiple RTF and XML files inside various

subfolders. This means that even in the worst possible crash

case, if a .scriv project became hopelessly corrupted (although

I hope this will never happen), you would still be able to open

and edit all of your work in another program (such as Word).

That said, you should not edit the RTF files inside a .scriv

package in any other program if you intend to keep using them

inside Scrivener, as this may cause problems with Scrivener's

footnotes, comments, links and search features. Use the File >

Export > Files... feature if you want to get your files out of
Scrivener.
Working With Cloud Services

Many users these days work across multiple machines and use

a cloud service such as Dropbox to sync their files between

computers. This is entirely possible with Scrivener files, but

because of Scrivener's file format structure, there are some

gotchas that you need to bear in mind when working with

Scrivener projects stored on Dropbox or other cloud services. We

have an article in our Knowledge Base containing everything you
have an article in our Knowledge/ Base
<$surname> containing
WELCOME everything
TO FATED CROSSINGS you
/ 96

need to know on this subject here:

http://scrivener.tenderapp.com/help/kb/cloud-syncing/using-

scrivener-with-cloud-sync-services

<<<<>>>>

1 This is a footnote. In order for footnotes to get exported

properly, it's important to add them in such a way that the link
ends exactly a you want the footnote to appear in the exported

or printed text.
2 Dykes, 2011, p. 321. The blabla of the yada has to be

blabla in order to yada.

Blabla. Yada.
3 This is a footnote.