Concord allows the import of Word documents through a live import and Word mode. For documents with complicated formatting, word mode will bring in your document exactly as it exists in Word, keeping all font and formatting the same. If importing using Word Mode, editing becomes available only when downloading the document, editing in word, and reuploading to Concord. A live import gives you access to all of Concord's form fields and Smart Fields, and word mode is limited to a text field, required text field, and signature field.
When Should I Use Word Mode?
Word Mode will allow you to import a document directly into Concord as it exists in Word, keeping the same format. When using word mode, you lose the live editing functionality, and only short answer fields and signatures fields are available. (For more information on how to use Word Mode, click here.)
- Documents with specific margins, bullets, or other hard to recreate formatting should be brought in using this method.
- All images and font types will be brought in exactly as they are seen in Word. If your document requires a specific font or branding, Word Mode would be the best option.
- Limited form field options are available to insert, so Word Mode would be best used for documents that don't require the use of Smart fields, checkboxes, radio buttons, or the clause selector.
- Word Mode use will always be indicated next to the title of the document with a blue '.DOCX'
When Should I Use a Live Document?
- Documents without complicated formatting are best for live import. (For more information on optimizing a Word Document for live import, click here.)
- All editing capabilities within Concord are available for live imports. Access to Smart fields, clauses, form fields, and approvals can all be used.
- Documents and Contracts that require full editing capabilities would be best suited for live import. For more information on editing a live document, click here.)
