Archive for the 'document quality' Category

Succor for Victims of Word’s Automatic Formatting

Monday, September 24th, 2007

Tech writing forums regularly get hit with questions in the vein of “Word has corrupted my styles”. And the answers that come in are useful for some cases. Such as:

  • Always “paste unformatted”.
  • Deselect the option to Automatically Update Document Styles.
  • Deselect the option to Define Styles Based on Your Formatting.

However, what to do when my files already have helter skelter formatting? For this very need we have included “fix styles” in our Author Max toolkit. Details here.

Be a victim of Word’s automatic formatting “features” no longer. Equip yourself with Author Max and fight back.
Katriel

Word 2007 and Word 2003 Compatibility Issues

Wednesday, August 8th, 2007

Congratulations, you have Microsoft Word 2007.  Excellent choice.  But, you have to share files with less evolved colleagues still using Word 2003 (or, gasp, an even earlier version).  The bad news is that while Microsoft has a free download that enables Office 2003 users to open Office 2007 files, you may experience some disruptions.  Microsoft’s compatibility checker sometimes refers to these issues with a message that includes the phrase ”you may experience some minor loss of fidelity”.  Well, minor is subjective - so here is a listing of issues (from Microsoft TechNet) that you should be aware of.

The next post will describe how to use Compatibility Mode when writing/editing in Word 2007 to proactively avoid these issues. 

Name
Description
Compatibility Mode Behavior
Math
Equation building is new to Office Word 2007.
Equations are represented as non-editable images. These images are refreshed when the document is converted. The Equations UI is disabled in compatibility mode.
Themes
Themes are new to Office Word 2007.
Themes are permanently converted to styles. The Themes UI is disabled in compatibility mode.
Colors (Theme Chunk)
Themes are new to Office Word 2007.
Themes are permanently converted to styles. The Themes UI is disabled in compatibility mode.
Font (Theme Chunk)
Themes are new to Office Word 2007.
Themes are permanently converted to styles. The Themes UI is disabled in compatibility mode.
Effects (Theme Chunk)
Themes are new to Office Word 2007.
Themes are permanently converted to styles. The Themes UI is disabled in compatibility mode.
Content Controls
Content controls are new to Office Word 2007.
Content controls are permanently converted to static text. The Content Controls UI is disabled in compatibility mode.
Tracked Moves
Tracked moves are new to Office Word 2007.
Tracked moves are permanently converted to “Insert” and “Delete.”
Major/Minor Fonts
Major/minor fonts are new to Office Word 2007.
Major and minor fonts are permanently converted to static formatting.
Relative Text Boxes
The ability to set the position of a text box relative to some part of a document. Relative text boxes are new to Office Word 2007.
Relative positioning of text boxes is permanently converted to absolute positioning.
Margin Tabs
Margin tabs are new to Office Word 2007.
Margin tabs are permanently converted to absolutely defined tabs.
Bibliography
New to Office Word 2007.
Bibiliographies are permanently converted to static text.
Citations
New to Office Word 2007.
Citations are permanently converted to static text.
Placeholder text
New to Office Word 2007..
Placeholder text is permanently converted to static text.
Office Art 2007
Office Art engine is improved upon in the 2007 Office release.
All Office Art 2007 objects are converted to Office 97–2003 objects. These objects are refreshed when the document is converted. When a user selects SmartArt in Office Word 2007, the Diagram Gallery from Word 2003 appears.
SmartArt Diagram
Some diagrams are new to the 2007 Office release.
Diagrams in the 2007 Office release are converted to non-editable images. When the document is converted, these images are refreshed to 2007 Office release again. When a user selects SmartArt in Office Word 2007, the Diagram Gallery from Word 2003 appears.
Custom XML Data store
New to the Open XML Formats, custom-defined XML information can be stored as a separate component within the Open XML Formats, to help organizations include content from their own data sources, using their own languages.
The XML data store is removed during conversion, and XML data and content within XML bindings are permanently converted to text.
Vertical Text Box Alignment
Vertical text box alignment of center or bottom are new to Office Word 2007.
Vertical text box alignment of center or bottom is permanently converted to top vertical text box alignment.
Office Charts
Charts can now exist as native objects in Office Word 2007.
Office charts are converted to Excel OLE objects. These objects are refreshed when the document is converted back to 2007 full functionality mode. When a user selects Charts in Office Word 2007, the Diagram Gallery from Word 2003 appears.
ActiveX
Active X controls can be added to Word documents to deliver enhanced functionality.
Disabled ActiveX controls are converted to their image representation when saved to a downlevel file type or opened in a downlevel application verison through the converter.

Katriel 

The 8 Things I Would Like to (and maybe can) Change About Word

Thursday, June 7th, 2007

My list of the 8 things that must be changed to make Microsoft Word really  productive for knowledge workers. 

  1. Automated insertion of front matter.
  2. Paste unformatted.
  3. Automated settings for headings and footers.
  4. Fast, reliable insertion of images and tables with captions.
  5. Conditional text.
  6. Style repair (e.g. when MyStyle becomes “MyStyle,2 point above,bold”).
  7. Pre-flight check (for revision marks, broken cross-references, etc.)
  8. Numbered lists.

The good news is that Author Max™ (an add-in for Word) does a pretty good job of handling issues 1-7. (We have a solution for issue 8 too, just not yet built-into Author Max.) What issues are most important to you?

Katriel

Author Max for Microsoft Word is live

Tuesday, June 5th, 2007

Author Max -- add-in for Microsoft WordFinally.  Our top-secret add-in for Microsoft Word is live and posted on the web - Author Max. The 14-day trial is free.

We would love feedback on what it does — and what functionality you think we need to add. So far we have Conditional Text, Pre-flight check (looks for revision marks, unresolved cross references, etc.), paste unformatted, automatically insert figures and tables with appropriate captions, automatically set headers and footers, insert front matter, and more.

Looking forward to your feedback!
Katriel

Policy Enforcment vs. Jawboning for Documents

Sunday, June 3rd, 2007

One approach to “policies for working with Word” is rely on goodwill (or gentle arm-twisting – see Jawboning). Another approach, less common, is build-in compliance to the authoring/editing process.  My feeling is that once you have more than one or two people opening and editing documents compliance enforcement should be built-in and jawboning is unlikely to work.

Enforcement sounds draconian, but heck – a lot of people pay taxes because they’re afraid of being audited.  A lot of people use crazy styles, local formatting, and commit other cardinal sins because (1) it’s easier than following policies and (2) there is no enforcement mechanism. 

Full disclosure: next week we will launch a Word add-in called Author Max™ that does compliance enforcement I will post the URL as soon as it’s up and am looking forward to comments.

Katriel 

Systematically Avoiding Document Gaffes

Monday, April 30th, 2007

Systematically preventing errors in published documents is the subject of this post.

Comments, revision marks, embedded questions, internal product names, and other content not meant for general publication have been a major pain point for Word users.

Word 2007 provides the Document Inspector – a tool for preventing distribution of the content that you don’t want to share.  In addition to the out of the box routines provided by the Document Inspector, Word 2007 enables creating new inspector modules that meet very specific needs – your needs – using the “DocumentInspectors” collection type.

If you are using an earlier version of Word, the good news is that you can use VBA to create tools that mimic the functionality of Document Inspector. Ahem, ahem — get ready for a bit of shameless self-promotion — you can also  get ready-made Document Inspector-like functionality for earlier versions of Word –from Method M. For more, download the article about systematically avoiding document gaffes.
Katriel