However, WordsFlow’s update-merging functions are driven using InDesign’s standard link-updating machinery, rather than being available in this menu. You’ll find some of its major functions in this menu, such as placing with (or without) WordsFlow-enabled linking, and updating and exporting stories as part of the Pro version’s two-way workflow. WordsFlow adds its own File > WordsFlow sub-menu, as seen here. You can print or save this guide as pdf for offline reference.Īlso see Training for a great course covering both WordsFlow and DocsFlow operation. Click on any screenshot for a full-size version. with its table of contents at the upper right of the page. The rest of this user guide is a detailed reference. Use File > WordsFlow > Export with WordsFlow… with the story selected in either selection tool mode or type tool mode. WordsFlow Pro can also export a story to a newly-created and automatically-linked Word document. Use File > WordsFlow > Update Linked Document when a linked story is selected, to export the current contents back to the linked external document. When you return to InDesign, any external document changes will be automatically merge-updated into the story.įor two-way workflow, WordsFlow Pro also supports updating a linked document in place from its linked story. To edit the external document, select the story’s link in the Links panel, and click the edit original (pencil) icon at the bottom of the panel (see above).See the section on handling conflicts for details on how conflicts are detected and which ones can be automatically resolved and which ones can’t. While you’re reviewing and resolving or ignoring any conflicts, you can use the delete note (trash can) button on the panel for each note as you go, or use the Notes panel > Remove Notes from Story to remove them all when done. Show notes with the show/hide note button on the panel bottom (highlighted here as showing), and move among them with the next/previous note buttons. Īfter each merge-update, you should check for conflicts using the Notes panel. But we figure, this way, it’s one less thing for you to learn. It’s perhaps a bit confusing that WordsFlow’s critical merge-update feature has no explicit user interface, but, rather, works behind the scenes of normal link updating in InDesign. When you’re ready, you can merge-update the the linked story from the changed file with a double-click on the link’s changed icon. When InDesign notices the linked file has changed (e.g., if you switch back to InDesign after editing in Word, or someone edits a shared file), it will display a “changed,” “out of date” icon for the link in the Links panel, as shown here. Once placed, InDesign creates a special WordsFlow link to the placed file, which shows up as a normal-looking link in the Links panel. WordsFlow will bring up the standard InDesign Place… dialog for you to select a file. Use File > WordsFlow > Place with WordsFlow… to place text or (Pro only) spreadsheet files. That’s it, but here are the high-level steps involved. With the Pro version, you can also update the linked document itself from the InDesign story, or export-and-auto-link a story to a new document. When a linked file is modified, you can merge in any changes by updating the link, just as you would for a changed graphic. You place Word and Excel files with WordsFlow, resulting in linked files that you manage normally with the Links panel. The good news is that, at its heart, using WordsFlow is quite simple. (In some UI themes, the OK button may look disabled, but press it anyway, once you’ve entered your license and have something in name/affiliation.) Or, you can use the Get License button, and then come back when you have a license. If you just want to try it out, use the Demo button-you’ll have full functionality (including Pro features) for 15 days. Fill in whatever you like for name and affiliation (but put something in there) and enter your license code. The first time you use WordsFlow after installation, it will prompt you for a license. Install it by double-clicking the downloaded installer and following directions. WordsFlow doesn’t change anything about the basics.ĭownload the installer for your version of InDesign and operating system (macOS or Windows) from the “Downloads” sidebar on this page its product page. You should also be familiar with importing Word documents (style mapping, etc.) or importing Excel spreadsheets. Make sure you’re using a recent InDesign and know the basics of story placing and linking in InDesign.
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