#EM SOFTWARE DOCSFLOW HOW TO#
#EM SOFTWARE DOCSFLOW PDF#
#EM SOFTWARE DOCSFLOW UPDATE#

Also, do not use heading styles (Heading 1, Heading 2) inside tables as this can create errors.

If your document includes tables, please make sure that “Repeat as header row at the top of each page” is checked on for each table (Table Properties > Row).

Instead use built in formatting tools like Page breaks, left indents, bulleted lists etc.

Do not use keystrokes to format text (tab key, enter key, excessive use of the space bar, glyphs for bullets).

Avoid using hard returns (the enter key) to create space between paragraphs.

These styles will translate to InDesign, allowing me to maintain document structure and hierarchy.

Use Word’s built it Styles for heading hierarchy (Heading 1, Heading 2).

#EM SOFTWARE DOCSFLOW HOW TO#

You get to focus on the content, and the designer focuses on how to best display that content, in a fast and efficient manner. You have total control over the text content while editing text in a program that is familiar to you (Word).

#EM SOFTWARE DOCSFLOW PDF#

Please use PDF mark-up for this instead.īy using this workflow, we eliminate the duplicate work associated with text changes, thus speeding up the editing process and reducing the chance of error. Please do not include instructions, comments, or notes in the synced document. I will then sync it on my end with my graphic design software and re-export the updated PDF document (after making any necessary adjustments to the visual presentation if things have shifted due to the text edits). When text edits are made, please complete them within the Word document, then send the revised document back to me without changing the file name. The other will be a PDF where you’d make any comments on layout and visual presentation using PDF mark-up. Client InstructionsĪt each phase, we will be handling two files: one will be a Microsoft Word document in which you would make any text changes. My workflow is for the non-Pro version of WordsFlow that I have, but if you have WordsFlow Pro, you get a leg-up in convenience as it pushes the updates through. I do not have access to cloud storage or a shared drive at my workplace to collaborate with clients through – but if you do, you can eliminate the emailing back-and-forth I write of below. WordsFlow allows you to keep all the formatting and layout you’ve done in InDesign, no matter how often the Word doc is updated!

#EM SOFTWARE DOCSFLOW UPDATE#

Its great!Īnd yes, you can place a Word doc in an InDesign file without a fancy plugin, but any formatting you do will be lost each time you update the file. Before, they’d have to wait for me to make the text changes they need, but now I just need to press a button. I first learnt about WordsFlow when watching a tutorial on on Word and InDesign Integration. I have found that clients love the control they have over the text using WordsFlow, that they get to work in an application they’re comfortable with (I’ve yet to meet someone who uses InCopy), and how fast I can output an updated PDF for them.

Em software docsflow