Adding, Renaming, and Removing Documents

You may add, rename, and remove Word documents. You can also designate a specific document to serve as a glossary.

  1. In Word, click on the Documents view in the Doc-To-Help Project panel.
  2. Click the Create New Document button .
  3. Choose the Word document. Enter a name and click Save. The document opens and is added to the Documents window view.

Note You can also add a new document by opening the Project ribbon, and clicking the Add button in the Documents section of this ribbon.

  1. In Word, open the Documents window view in the Doc-To-Help Project Panel.
  2. Click the Add Existing Documents button . The Document Import Wizard opens.

  3. Choose Local. This option imports documents located on your computer or a network.

    Note If you want to add documents from a SharePoint Library, choose SharePoint instead. For more information about SharePoint and adding documents using that method, see SharePoint Integration and Adding SharePoint Library Documents to a Doc-To-Help Project.

  4. Click Next.

  5. Click Add File(s) or Add Folder to select your documents or a folder containing multiple documents. Then click Open or OK in the dialog when finished.

    Note If you attempt to add a document to your project that has the same name as one that already exists in your source document folder, it will display in the wizard with a red X icon next to it. Since you cannot import a document with the same name, the Import button will be disabled.

  6. (Optional) In the Copy files to field you can select a location other than the default (i.e., the Documents folder in your project) to store the document(s). Your original documents will remain in their original location.
  7. (Optional) You can select Leave documents at their original location if you do not want to copy them to your project, but this is not recommended, because references to other documents in your project may be broken in your targets.
  8. Click Import. The imported files will appear in the Documents window pane. You can use the arrow buttons in the local toolbar to rearrange the files as you wish.

Note You can also add a new document by opening the Project ribbon, and clicking the Add button in the Documents section of this ribbon.

Note You can also drag-and-drop an existing document from Windows Explorer into the Documents window pane, but you should copy it into the appropriate project folder first. By default, this folder is named "Documents." These default names can be changed using the Project Settings dialog. See Setting Project Properties.

  1. In Word, in the Documents window view, right-click on the document and choose Rename Document.
  2. Type a new name and press ENTER.
  1. InWord, in the Documents window view, right-click on the document and choose Remove Document.
  2. Click Yes.

  • In Word, in the Documents window view, right-click on the document and choose Glossary. The icon next to the document changes to reflect its purpose.

    For more information on glossaries, see Glossaries.

Note To convert a Word document in your project to HTML5, see Converting Documents to HTML5. The primary reason for converting Word documents to HTML5 is to then import your Doc-To-Help project to MadCap Flare.

Note For more source document tasks, see Source Documents.

After adding a new document to your project, you should build the target (see Building Targets). This processes the document and adds its topics to the project (see Topics).