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MS Word Styling

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 a Layout.

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.

You can use the settings in the MS Word layout to:

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.

Note

For details on how to create or access an MS Word layout, see:

General

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.

Import from Microsoft Word

Classes and Attributes MS Word

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.

Set Taxonomy Filter Strategy

Taxonomy filtering

Use to enable or disable taxonomy filtering and also to choose the taxonomy filtering strategy.

Set Taxonomy Filter Strategy

Enable scoped profiling/filtering

Use to set Paligo to allow or disallow the scoped filtering feature for the MS Word outputs.

Manage Scoped Filtering for MS Word

Scoped Filtering

Style your MS Word Documents

If you use Paligo to publish to Microsoft Word, there are two different ways to style the documents:

  • 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.

  • 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:

  1. Select Layout in the top menu.

    Paligo editor. The Layout option in the header menu is highlighted.

    Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

  2. Select General and then select the Download word template link to download the built-in template in your browser.

    MS Word layout options. General is selected revealing a Template option. Below the option is a link to download a Word template.

  3. 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.

    In Microsoft Word, the Styles panel shows the styles in the template. The option button for the Heading 1 style is highlighted, and so is the Modify Style option on a drop-down menu.

    Note

    Do not change the names of the styles. Paligo can only map content to styles that have the specific names that are set in the built-in template. But you can change the appearance of the styles, for example, change the color of Heading 1, increase its spacing and other styling attributes.

    Note

    Do not include content in your Word template as Paligo will not use it. All content must come from Paligo topics.

  4. 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.

  5. In Paligo, upload your customized template to the Template field on the layout editor.

    Microsoft Word layout editor. The Template field is highlighted as this is where you can upload your customized Word template.

  6. Select Save. Save icon.

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.