To publish Paligo content to Microsoft Word, you will need to use an MS Word layout. Paligo includes a default MS Word layout and you can also create your own.
You can use the settings in the MS Word layout to:
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Download the MS Word template for Paligo. This is a template that contains the styles that Paligo can publish. You can open the template and edit the properties of the styles to meet your own requirements. When you have finished, upload the template into the MS Word layout. For details, see Style your MS Word Documents.
If you use Paligo to publish to Microsoft Word, there are two different ways to style the documents:
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Publish to Microsoft Word and then style the document in Word
If you publish and then style your documents in Word, you can use any styles you like. But you will need to style each document individually, each time you publish. This can be inconvenient if you need to publish many documents or have to publish to Word regularly.
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Use the Paligo MS Word template and upload it to your MS Word layout
With this approach, you download the template and edit it in Word. When you have the styling you want, save the template and upload it to an MS Word layout in Paligo. When you publish using that layout, Paligo will apply the styles automatically.
Note
Paligo is designed to apply the style names that are already in the template. It will not apply other styles. If you need different style names, or additional styles, we can set those up for you as a project customization. This is a service that Paligo provides for a fee (please contact customer support for details).
To use the Paligo MS Word template:
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Select the Layout tab in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
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Select General and then select the Download word template link to download the built-in template in your browser.
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Open the template in Word and edit the styles to match your preferences. It is easier if you display Word's Styles panel for this, as you can see the styles in the template.
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Save your Word template as a .docx file. The name of the template file is not important, so you can change it if you want to.
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In Paligo, upload your customized template to the Template field on the layout editor.
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Select Save.
When you use this layout to publish to Word, Paligo will apply the styles in the template to the content.
Note
You can also use the MS Word layout settings to enable or disable certain features for MS Word outputs. For details, see MS Word Layout Options.
The Microsoft Word layout has a hierarchy of options that you can use to control the MS Word output. Each category of options is described below, with references to the articles that explain them in detail.
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Setting |
Description |
For details, see |
|---|---|---|
|
Template |
Use the link to download the MS Word template for Paligo. Apply your preferred settings to the styles that exist in the template and then upload it back into the layout. Paligo will then use that template file for styling the MS Word outputs it generates when you publish with this layout. |
|
Setting |
Description |
For details, see |
|---|---|---|
|
Output taxonomies |
Use to control whether taxonomies are included in the output. This has to be enabled for certain features, such as taxonomy filtering. |
|
|
Taxonomy filtering |
Use to enable or disable taxonomy filtering and also to choose the taxonomy filtering strategy. |
|
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Enable scoped profiling/filtering |
Use to set Paligo to allow or disallow the scoped filtering feature for the MS Word outputs. |
Paligo has a template that you can use for styling your Microsoft Word outputs. For instructions on how to download the template, set its styles, and upload it back into Paligo, see Style your MS Word Documents.
The Paligo MS Word template is designed to work with the styles that are included. You can edit those styles, but do not change their names. If you add styles to it, Paligo will not recognize them.
If you need extra styles in the template or need existing styles to be renamed, please contact customer support. We can provide alterations to the template as a professional service. There is a fee for this service.
If you have edited the Paligo Microsoft Word template, you will need to upload it to an MS Word layout. Paligo will then apply the template styles when you publish with that layout. For instructions on uploading the template, see Style your MS Word Documents.
You can use taxonomy tags for filtering at the topic level, instead of applying filters to elements. But taxonomy tags will only work with your Microsoft Word outputs if you have enabled a taxonomy filtering strategy in your MS Word layout.
To learn how to enable or disable taxonomy filtering in an MS Word layout, see Set Taxonomy Filter Strategy.
With scoped filtering you can apply different filtering to your content depending on where the content appears in your document. To use it with your Microsoft Word outputs, you need to enable it in your MS Word layout. Once it is enabled, you can set up the filters, as described in Scoped Filtering, and then publish with the MS Word layout.
To enable scoped filtering in a Microsoft Word layout:
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Select Layouts and then select a Microsoft Word layout to edit it. If you do not have a Microsoft Word layout, you can create one based on the Default Word layout included in Paligo.
To learn how to create a Word layout, see Create a Layout.
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Select Classes and attributes.
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Set Enable scoped profiling/filtering to:
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Yes
To use the scoped filtering feature with your MS Word outputs (when using this layout for publishing).
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No
To turn off the scoped filtering feature for MS Word outputs (when using this layout for publishing).
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Select Save.
When you publish with this layout, Paligo will apply the settings. If you have enabled scoped filtering, Paligo will allow the content to use the scoped filtering feature. To learn how to mark up your content to use scoped filtering, see Scoped Filtering.
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