Word Template Import

0 views

Skip to first unread message

Amaia Novara

unread,

Aug 5, 2024, 8:53:51 AM8/5/24

to atcerfirac

Youcan import Word documents into Confluence as Confluence pages. I also just tested .dotx Word templates, and those can also be imported as a page. However, there is not a way to import Word files into a Confluence template.

When importing a Word document into Confluence, Confluence will do its best to match the Word document format using the capabilities of the Confluence editor. If the Word document has more advanced formatting that is not available in Confluence (e.g. formatted tables, custom text alignment) this may require manual editing to make it look how you'd like upon import. I recommend testing out a a few imports on a test instance to get a feel of the importer's capabilities.

I understand you would like templates to modify the header, footer and other details in a pdf export. You can do this by customizing the PDF stylesheet, which lets you have a separate template for each Confluence space.

If your word document has lots of complex formatting, this may not carry over perfectly into the S-Docs template editor, even if you use the Paste From Word option. Here are a few considerations to take into account.

If your Word document has headers and footers, you will need to copy these separately and paste them into the corresponding header and footer tabs in the S-Docs template editor (you can use the Paste From Word button in these tabs as well).

If your template output is PDF, fonts carried over from your Word template will default to Times New Roman when the document is generated if they are not supported by PDFs. Make sure to change the fonts used in your document to ones that are supported by PDFs. Keep in mind that sizes vary between fonts, and you may need to adjust the font size when converting your font to one that is PDF-supported.

As you can see, the font style is repeated for each table cell. When replacing these fonts with PDF-supported fonts, it is recommended to move the font definition to the tag level, rather than repeat it for each table cell.

Table column alignment will occasionally shift when complex tables are copied from Word documents. You can use the template source to adjust this alignment. Keep in mind that table columns may look aligned in the template editor, but not in the output document. It is recommended to generate a preview document to ensure that your table columns are properly aligned.

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

We are currently working on standardizing creation of knowledge articles, we have setup a couple templates using the advance knowledge management plugin which has worked great for giving our employees a structured form to work off of.

We have a lot of employees though that prefer to use the "Import Article" button to enter there knowledge article into the base. The issue we are having with that is this way users can bypass the templates we have setup, ideally I would like to be able to attach a article template word document we will create to the "Import Article" button so users will follow that basic format. Is there a way to accomplish this? Or has anyone came to any different solutions to solve this issue?

Recently, I was trying to import a word template file into papaja when knitting my own word files so that I can customize styles according to my specifications. I stumbled across this post (Format text for word output while using rmd template) so I tried using this functionality, but I keep running into an error.

If I exclude the code to import the reference word document (so simply just output: papaja::apa6_word), the RMD compiles and spits out a word document without any issues. So it definitely seems like the issue is solely due to trying to import the word document.

I made an ID book with a Parent 2-facing page spread and 200+ pages (also showing as 2-facing pages in Pages panel); the Parent has the threads for flow and page numbers - as instructions I followed from ID Help.

Each page of the book (showing as 2-page spreads) is based on the Parent and has the threads going in and out of each page's text box (this took too long to do also - the Adobe help pages are very confusing).

So far so good.... I then used Place and the import options to keep everything. After a long while, I get a tiny page icon on the cursor waiting for me to Place my document. But if I click in the first text box of the page I want it to start from I just get a black thin border across the top of the spread. Its part of the text box as I can move it around, but the text boxes on each page have been locked together by this black border.

I tried clicking and dragging right to the bottom of the document - this time I don't get the black line but its as if I just have a slightly larger text box on the page (i can see the first lines of imported text but it has just created its own text box) and me dragging to the last pages did nothing.

There is a red + showing text going outside the box (oh really), so it seems everything has been pasted into just one text box rather than flowing and filling up my book page by page which is what I am trying to do.

And can anyone tell me what the threads should look like please? On the Parent spread there is a thread line from the bottom right of the LH page into the top left of the RH page, but also a line spanning the whole spread from LH top left to RH bottom right - is this correct?

Subsequently, all the other pages in the book have this plus a line coming in from the page before (diagonally left into the bottom of the first page and diagonally right from top left all the way to the bottom right of the facing page).

You may want to completely start over, or at least try this with a new INDD doc. Set it up with the page size and margins you want, and Facing Pages (checkbox), and Primary Text Frame (another check box) selected.

On that first page, click the text frame. Go to Files Place and select the Word doc you want to import. You will get a little "manuscript" icon as your cursor. If you Shift-click in that first text frame, it s

I think that it worked! I had to remove the Primary Parent page for some reason; it stopped halfway through with the end notes, but when I expanded them, it worked. How do I become an expert book design InDesign?

There are more sophisticated options that let you select and remap styles and do other things that can simplify the formatting tasks to follow, but that's the basic first step. Ask away if you have (more) questions!

Read the above. Your document should have "Primary Text Frame" enabled on your Parent pages. Use the Place function, not cut and paste. When you have the "loaded" text cursor, click in the first page text frame, and it should flow to as many InDesign pages as needed.

When you do that, InDesign will fill the first page of the text. If there's more text, it'll automatically create a second page and fill it with text ... and a third ... and as many pages as you need to place all the text.

Now the bit about the graphics, as other folks here have said, will be much harder. Trying to place them directly within the Word document isn't going to work well for you. You'd be better off first separating the art from the Word document, then placing the text, and then placing the art separately. You can learn more about how to place those graphics separately through this link.

I would like to start again but I already have 6 pages done and want the Word document to continue after. Am I right in assuming that your instructions should still work if I select the page I would like the import to start from (and only have that 1 extra spread in my Pages Panel) because as you all say ID should create those extra facing pages, right?

Unless you think it would be easier to place them separately once I have formatted the text? I am easy either way - I will have more time now if this works..... I will let you know. Thanks again so much. C

And it will definitely be easier on you to first format the text, then place the graphics separately and adjust your text layout accordingly. You can use your MSWord document as a guide for what goes where.

I agree: you will spend less time starting from a full, clean placement and redoing your first few pages than you will trying to add on to the (possibly flawed) work you've done so far. You don't want to have to be sorting out mismatched text flow and style problems by trying to save a little prior work.

I am in the process of reformatting the Word document with Headings named the same as in my ID book (well the new one will have too); changing text flow options on Images, removing captions, etc etc. This will take the rest of the day.

I have generally found it much easier to clean up a document in Word, making all structural, spelling, formatting etc. fixes before importing it to InDesign. This includes things like deleting all extra whitespace (double spaces, double tabs, spaces at beginning and ends of paragraphs, etc.) Word is just a little faster and more efficient at such things, and the "cleaner" the doc you import is, the smoother and faster the work in ID will go.