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Conga Support

Copy and paste from Microsoft Word

What

When copying and pasting content from Microsoft Word, Conga Collaborate gives you control of how much formatting from Word you want to maintain when pasting it into Conga Collaborate’s web-based, HTML content.

Why

Copying and pasting from Microsoft Word is a common way to create your first Templates in Conga Collaborate. Often, existing document Templates live in Microsoft Word - and you’re looking to begin controlling that content in Conga Collaborate.

How

Conga Collaborate’s copy and paste functionality seamlessly translates formatting elements found in Word into the corresponding format options in HTML. In other words, if your text is bold, red, and size 14 in Word - Conga Collaborate will take that styling and (behind the scenes) translate it into HTML.

When you paste text from an outside source into a document, a modal will appear giving you an option to control how much formatting will paste into your document. Two important questions to ask here:  1) “How much of the original formatting do I want to keep?” and 2) “Do I want content to fully take advantage of Conga Collaborate’s Theme Builder?”.

Here’s a summary of the options and when you might want to use each one:

  • Keep Source Formatting

    • Use this option when you want to keep an exact style match from Word and are not concerned with using your Conga Collaborate Theme Builder settings. It will attempt to keep all Word formatting options and will override your Conga Collaborate Theme settings. This means that if you manually styled something in Word (for example, selected a section title, made it size 18, bold, and red), then it will take that same format in Conga Collaborate. Even if you try to set that text as a header in Conga Collaborate, the formatting you’ve copied from Word will override your Conga Collaborate Theme format options.

    • *Images Note: If an image is included in the copied content, you will be prompted to upload your original Word document file. This will find the images within the Word doc and include them in the pasted content.

  • Apply Document Formatting

    • This option is good for keeping some of your styling from Microsoft Word, while still allowing you to take advantage of Conga Collaborate’s Theme Builder. This selection will remove formatting like font color, font, bulleted list margins, and paragraph style. For example, using this option, you could select relevant text that you’ve pasted - and in Conga Collaborate - set heading style to have Conga Collaborate’s Theme control the look and feel of that selection.

    • *Images Note: If an image is included in the copied content, you will be prompted to upload your original Word document file. This will find the images within the Word doc and include them in the pasted content.

  • Keep Text Only

    • Use this option when you want to copy content from Word but also have absolute flexibility to re-style content using Conga Collaborate’s web editor. All formatting from Word will be stripped from your pasted content, and you will use Conga Collaborate’s editor and Theme Builder to style your content.

    • *Images Notes: Pasting as Plain Text will not include any images from the original copied content.

Formatting elements supported by this feature include, but are not limited to:

  • Headings

  • Bold

  • Italics

  • Underline

  • Strikethrough

  • Subscript

  • Superscript

  • Bullets

  • Numbering

  • Line spacing

  • Indentation (Space or Tab key)

  • Hyperlinks

  • Images (You’ll be prompted to upload the file to fill a placeholder)

In any of these options, your Conga Collaborate Theme will still control the overall look & feel of your document, but might be overridden by the formatting options from Word based on the selection you choose when copying and pasting.

This article also applies when copying and pasting from Google Docs (with the exception of uploading the original file for images

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