Importing and linking Microsoft Word documents

In RoboHelp, you can import or link Microsoft Word documents (files with .docx, .docm, .doc, or .rtf extensions after the filename). You can create new projects by importing or linking Word documents. Or, you can use the Word documents as source files for an existing RoboHelp project. You can use this workflow to integrate content created by different authors in Word.

The settings for importing and linking Word documents are applied at the project level. For this reason, you have consistent settings for all documents that you import or link to RoboHelp projects. You can also export the conversion settings that you define and reuse them across multiple projects. Defining a set of standard settings for conversion ensures consistency across projects. See Word conversion settings.

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Importing Word documents

David Rivers
Find out how you can bring content from Microsoft Word documents into your RoboHelp project by importing. After import, the content becomes an integral part of your project and has no link with the source Word document.

Linking to a Word document

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Find out how you can bring content from Microsoft Word documents into your RoboHelp project and continue to update the documents in Word.

Steps to import a Word document into RoboHelp

  1. Locate your Word document.

  2. Optimize the Word document for import. See Optimizing Word documents for online output.

  3. Read through the differences between linking and importing the Word document. See Linking versus importing Word documents.

  4. Open RoboHelp, and either create a project or use an existing project to import the Word document.

  5. Import the Word document. See Import a Word document into a RoboHelp project.

  6. Export your conversion settings and reuse it when you import another Word document. See Export conversion settings.

Steps to link a Word document from RoboHelp

  1. Locate your Word document.

  2. Optimize the Word document for linking. See Optimizing Word documents for online output.

  3. Read through the differences between linking and importing the Word document. See Linking versus importing Word documents.

  4. Read through the options for linking Word documents. See Linking options for Word documents.

  5. Open RoboHelp, and either create a project or use an existing project to link the Word document.

  6. Link the Word document. See Link a Word document to a RoboHelp project.

  7. Synchronize your linked Word document with RoboHelp when you edit your Word document. See Synchronizing linked Word documents with RoboHelp projects.

  8. Export your conversion settings and reuse it when you link another Word document. See Export conversion settings.