Overview
In order to respond to Microsoft Word documents, they must be configured first. We make this easy by providing an interface with configuration options to seamlessly identify sections, questions, and other content to import.
- We do not accept any files that have imbedded macros and/or formulas.
- Note that when you upload .doc files they will be exported as .docx files upon export to source.
Note: For instructions on importing Microsoft Excel documents, please refer to Importing and Mapping a Microsoft Excel Documents.
Importing a Word Document to a Project
After creating a project, follow the instructions below to import a Word file:
- Go to the project, and under the Sections tab, click Import Files.
- Then, click Choose File under Advanced Configuration.
- Select the Word document by either dragging it onto the screen or selecting it from your computer.
The file will then be loaded and is ready to be configured.
Importing a Word Document to the Answer Library
Word documents can also be imported directly into the Answer Library. To do so, follow the instructions below:
- Select Answers from the navigation menu to go to the Answer Library. Then, click on the ‘+’ symbol in the top-right corner and select Upload Document.
The file will then be loaded and is ready to be configured.
Mapping a Word Document
Once a Word file has been loaded, it can be mapped (or configured) to import the content. To map a Word document for import, follow the instructions below:
- First, locate the sections within the document and highlight the text. Then, hover over Section within the Mark Options and select Auto Identify to locate and select all sections within the document. Confirm the selections in the pop-up window, then click Apply.
Note: Auto Identify uses the style guides within the document to identify content (e.g. sections and questions). If styles are not used in the original document, we will not be able to Auto Identify content. - Next, similar to how the sections were mapped, do the same for the questions. Locate the questions within the document and highlight the text. Then, hover over Question within the Mark Options and select Auto Identify to locate and select all questions within the document. Confirm the selections in the pop-up window, then click Apply.
- To identify answers, select the appropriate text, then click Answer under Mark Options.
Best Practice: As an effective way to map a Word document, it is recommended that once all sections and questions have been marked, use Ignore to disregard anything that is not part of an answer, then use Mark Rest as Answer to mark all answers in the document. - Double-check the document mapping by scrolling throughout the document or clicking Preview at the top of the screen. Click Save to save your progress. When finished, click Import.
For a complete list of mapping definitions, refer to the Import Mapping Options article.
Note: If there are identical questions with different answers, we consolidate those questions into one question with multiple answer types upon import.
Working with Tables in a Word Document
RPFIO can also map table content within Word documents. To learn how to configure tables in a Word document, refer to Mapping Tables in a Microsoft Word Document.
Working with Checkboxes in a Word Document
We can also handle checkboxes within Word documents. To learn how to configure checkboxes in a Word document, refer to Mapping Checkboxes in Microsoft Word Documents.