Create style mapping import preset
Create a preset to help import Word documents into InDesign as efficiently as possible
When importing a Word document into InDesign using (InDesign File menu > Place) the program will use its default settings unless its Import Options specify otherwise.
You can choose to either change the settings manually or choose a preset at this point.
The preset created using Fresh Page Tools consists of our recommended settings, as explained below.
Creating the preset
- Open or create an InDesign document that already has the styles to map to present. If using the Fresh Page system the Introduce Core Styles to document tool with do this for you.
- Choose GreenLight Tools menu > Fresh Page tools panel
- Click Create style mapping import preset
- On first use, you may be required click OK to give permission for Circular Software tools to link to your macOS and apps
- Type a name for the preset
- Click OK
The Fresh Page import settings
The saved preset consists of the following settings:
Table of Contents text to OFF as this process will be handled later in the workflow.
Footnotes and Endnotes to ON as the notes will be maintained and the reformatting is relatively straightforward.
Index to OFF as this will generally be handled by InDesign.
Import as Static Text to OFF as solely relates to Endnotes and solutions created before InDesign added its own Endnotes feature.
Use Typographer’s Quotes to ON (to convert straight inch " and feet ' symbols to true quotation marks “” ‘’)
Preserve Styles and Formatting from Text and Tables to ON.
Manual Page Breaks to No Breaks to allow InDesign to specify.
Import Inline Graphics to OFF for any images in the Word document to be imported conventionally into InDesign.
Track Changes to OFF. Whilst InDesign does support the feature to a degree with the Story Editor, it is recommended to import ideally a final, edited version of the Word document.
Import Unused Styles to OFF.
Customize Style Imports. This automatically maps the Word styles to the equivalent style to ensure InDesign’s formatting for the styles are applied, rather than retaining Word’s.
Find out more about using a Design System and Cores Styles here (coming soon…)
