This article covers the details of importing a file with the .docx extension into Wdesk.
To view more discussion on this topic, see the following Wdesk Community topic: Any help with .docx import of highly-formatted indented and numbered text?
Importing a .docx File
Importing a .docx can be accessed through the File tab in the Wdesk application, or through Wdesk Home.
The Word doc that you are importing MUST have the .docx suffix. Older Word versions cannot be imported. Please contact your company's IT department for more information on how to save a Word file as a .docx format.
Supported .docx Features
Most formatting features are supported in the .docx importer, including the following:
Character formatting in text and table cells
New lines, bulleted and numbered lists
Hard page breaks, page orientation and page margins
Non-nested tables, table cell alignment, fill and padding, table cell borders, table cell merging
Headers, footers, page numbering
Table of contents, in document links, embedded images
To import a .docx from Wdesk Home, click Create > Import > Word (.docx). You will be asked to supply some document and project information, and a new document will be created with the contents of your .docx file. This document can be added to a project from the project panel or from Home.
To import a .docx within Wdesk, go to the File tab, click the Import button, and select From .docx (Beta).
The Select Document Info window displays, with options for Document and Project types, as well as preferences for tables.
Your document will open up in the main editing area and your file will be available to add to your project as a new document. Please note that while the .docx importer is very accurate, there may be inconsistencies between the original .docx file and the imported file.
Please review your document for any formatting adjustments that are needed. A best practice is to also run the Preview EDGAR and Save As PDF options on your imported document.
Sections and page breaks that were created in Word will carry over into Wdesk. You can create additional sections and page breaks as needed after importing.
Embedded tables will need to be recreated in your document in order to link to your workbook. Documents with graphics will automatically be imported as a project including the needed image files.
Adding Documents and Folders
To add specific documents into your project, use the Add Document icon in the Project Panel. You can choose to Upload, Add Existing or Create New. You can also add folders to your project using the Add Folder icon. Files uploaded in this panel will retain file structure and be read-only.