Importing Word Documents

Tutorial with step-by-step instructions and examples

Learn critical techniques for importing Word documents into InCopy, including how to place the document, control formatting, and manage style conversion. The tips provided can enhance your efficiency and control in document formatting and management processes.

Key Insights

  • To import a Word document into an already open InCopy document, start by placing the text cursor where you want the imported text to appear.
  • You can control which Word formatting is maintained in the import process by checking the 'Show Import Options' box.
  • If you prefer to remove all Word formatting, select the 'Remove Styles and Formatting' option.
  • Alternatively, you can choose to 'Preserve Styles and Formatting' if you want to maintain the Word document's original format.
  • If the Word document contains styles you want to convert into InCopy styles, select 'Customize Style Import' and use the 'Style Mapping' button.
  • The style mapping process entails choosing the InCopy styles in the right-hand column that correspond to the Word styles in the left-hand column.

This exercise is excerpted from past InCopy training materials and is compatible with InCopy updates through 2021. To learn current skills in Adobe Creative Cloud and graphic design, check out our graphic design classes in NYC and live online.

InCopy Workflow Basics

  • Editorial Separation

    Editors write in InCopy while designers lay out in InDesign — at the same time.

  • Assignments

    InDesign exports specific frames as InCopy assignments.

  • Check In/Out

    Lock prevents simultaneous edits to the same content.

  • Live Updates

    Changes flow back to InDesign automatically.

Importing Word Documents

Placing a Word File into InCopy

  1. With a document open, put the text cursor type cursor edit text where you want to import the text.

  2. Go to File > Place.

  3. Click once on a Word file to select it.

  4. If you want to see options to control which Word formatting comes through, check Show Import Options at the bottom of the window (you may have to click the Options button to see it).

  5. Click Open.

  6. If you checked Show Import Options earlier, an options window will be displayed. You must decide whether to keep or remove the formatting that was applied in Word. Follow the directions listed in the appropriate section for your situation.

To Remove Word Formatting

word import remove styling

As shown above:

  1. Select Remove Styles and Formatting.

  2. Click OK when done.

    TIP: You can check on Preserve Local Overrides to maintain formatting such as bolds and italics.

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To Maintain the Formatting from Word

word import preserve styling

As shown above:

  1. Select Preserve Styles and Formatting.

  2. If the Word document has styles that you want to convert into InCopy styles, then:
    • Select Customize Style Import.
    • Click the Style Mapping button.
    • As shown below, choose the InCopy styles in the right-hand column that correspond to the Word styles in the left-hand column.

    word import style mapping

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