PDF (adobe.com)

Set templates when opening Office documents (Windows only)

Adobe Contribute lets you place content from Office documents (Microsoft Word and Microsoft Excel) or entire documents in document templates, while opening the documents in Contribute.

When you choose a template, the workflow associated with that template is assigned to the created page.

  1. Open a Microsoft Office application file.

  2. Edit the content and save the document.

  3. Click the Open In Contribute button in the toolbar.

    The Open As New Page dialog box appears.

    Note: You cannot use the Open in Contribute option for .rtf files.

  4. Select the required website.

    The Root URL of the selected website appears automatically.

  5. Click the Choose Template button. The Choose Template dialog box appears.

    If you do not click the Choose Template button in the Open as New Page dialog box, the template that was last used to open a Microsoft Office document is associated with the document you are currently opening. In addition, if this template does not match the template on the server, Contribute displays the Download Template dialog box. You can do one of the following:

    • Click the Open Using The Old Template button to open the document using the old template.

    • Click the Download and Open button to update the template with changes from the server, and then open the document.

    Note: If the target website does not have templates, when you click the Choose Template button, a message indicating that there are no templates is displayed. If the document you are opening is in the native format, the Choose Template button is disabled.

  6. Select a template from the list of available templates.

    The preview of the selected template appears in the Preview pane.

    Note: While creating a new page, if you select a template that does not match the template on the server, Contribute prompts you to confirm whether you want to create the page based on the old template. If you click Yes, the new page is created based on the old template. If you click No, the selected template is updated, and then the page is created.

  7. Select a template region from the list of editable regions available in the selected template.

    Note: If the selected template does not have editable regions, the Select The Template Region list is empty.

    This list is disabled if you select the _blank template.

    Note: After selecting a template to use, you must select a template region. If you select a template to use and click OK, then the first editable region in the Select The Template Region list is selected.
  8. Click the Refresh Templates button, and select one of the following options to update templates and editable regions in a selected template:
    For This Website
    To view an updated list of templates for the selected website.

    For Selected Template
    To view an updated list of editable regions in the selected template.

  9. By default, the Make This As The Default Template check box is selected. Clear this check box, if desired.

  10. Click OK.

    The selected template is applied to the web page containing the Office document, and the document is opened in the HTML format.

  11. (Optional) If you selected content in the document, and want to open the entire document instead of the selection, clear the Open Current Selection Only check box.

  12. Click Open.

    The Insert Microsoft Office Document dialog box appears.

  13. Select one of the following options:

    • Insert the contents of the document into this page to copy the content of the selected document into the draft.

    • Create a link to the office document to insert a link to the selected document.

    • Convert to PDF and create a link to the PDF to convert the selected document into a PDF, and insert a link to the PDF document.

    • Convert to PDF and embed the PDF as Object to convert the selected document into a PDF, and embed the PDF document as an object.

  14. (Optional) Select the Remember This Setting And Don’t Ask Again check box if you do not want to be asked about the insert option in the future.

  15. Click OK.

    The selected template is applied to the new web page in which the document is inserted. The selected content appears in the Contribute draft, or a link to the selected content is inserted in the draft. If you converted the document to a PDF file, Contribute inserts a link to the PDF file, or embeds the PDF file as an object.

    Note: If you open or publish a document in Contribute without clicking the Choose Template button in the Publish To Website Or Open As New Page dialog box, the last template stored in the registry is applied to the web page containing the Office document. If you are performing the Publish to Website or Open in Contribute operation for the first time, then a blank template is selected.