Creating a New Document from Word
When creating new documents, you can upload a file from Microsoft Word to quickly replicate content in Collaborate.
Note: Not all design/formatting elements are able to be consistently translated from Word to HTML. Some additional editing may be required.
- On the Dashboard or the Document list, click Create.
- Select Proposal or Contract. The Create a Document modal then appears.
- Click Choose Files. The File Explorer then appears.
- Select the desired Word file. The file must have a .docx extension.
Once the file is selected, a Collaborate document will be generated based on the file’s text, table and image content.
Individual pages will be added to the Table of Contents based on page breaks found in the Word file. Page titles will be created based on page headings or the first 100 characters of paragraph text.
