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In Collaborative Workflows with InDesign and InCopy Anne-Marie Concepción shows how Adobe InCopy and InDesign work together, helping editors and designers collaborate on publications, and save time and money, with no additional hardware, software, or expensive publication management systems. This course shows how to set up for the workflow, how to address cross-platform Mac and Windows issues when working in a mixed environment, how to work with remote writers and designers, and how to integrate with Microsoft Word. Exercise files are included with the course.
So far I've shown you how InCopy can open up InDesign layouts and I will be showing you how InCopy can open up assignments. InCopy can open up its own native finals and templates, but there's one more file type that you might find very useful that InCopy can open directly and that is Microsoft Word files, either .DOC or .DOCX. So let's give that a shot. I'm going to go to the File > Open menu and in my exercise file I have this little sidebar for the Joshua Trees article that is a Microsoft Word article.
So this scenario is pretty common, I mean you might be working on stories in Word or very often people are sending you content in Word and your workflow might be decided that the editors are responsible for converting the Microsoft Word docs into InCopy docs. And then from there they will either copy and paste or place the checked out story in a layout or assignment or the designer will take that prepped InCopy file from the editor and flow it into layout. So all you need to do is go to File > Open and then click Open. You will always immediately get this Microsoft Word Import Options dialog box that has a whole bunch of questions asking you what you want to do as far as formatting, what kinds of information from the Word document you want to retain.
If you watch the other video where I talked about importing Word file, this is the exact same dialog box. So mainly this stuff up here, you can basically ignore. It's this stuff down here that you want attention to and it's asking what do you want to do with the formatting. The main choices are remove the styles and formatting but retain a local override as an option. It's like when you select a few words and make them bold or italic, this will retain that and this option with the strip out all styles and formatting like Normal, Heading 1, and that kind of stuff, because normally you don't want to retain those styles from Word. You want to apply your InCopy styles or the ones that you've gotten from InDesign into InCopy. Or maybe you do want to retain those Word styles for some reason.
Maybe you have set it up so that the Word people are using the same exact names for styles as you're using in your layout, which works out well, or you want to customize the style import or you can map the styles in Microsoft Word for ones that are existing in InCopy. But this doesn't make much sense because we don't have any styles yet. We don't have a document open. So actually right now what I'm going to choose is Remove Styles and Formatting from Text and Tables but Preserve Local Overrides, and we will click OK. It opens the doc and let's zoom in here with Command or Ctrl+Plus a few times.
And you see it has retained all the text and the local overrides, such as this instance of italic and these instances of bold have been retained. So if I click in here and open up the Paragraph Styles panel, we didn't bring in any of Word styles like Normal or anything like that. And we could go ahead and apply our own styles to this, either in this document or after we copy and paste it or place it into a checked out story in a layout document.
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