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kb:moving_documents_between_word_processors [2019/07/16 03:51] – copied from word_processor_document_export dstillmankb:moving_documents_between_word_processors [2025/02/14 12:16] (current) – [Word to Google Docs] dstillman
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-<html><p style="color: red; font-weight: bold">This functionality is currently available in the <a href="https://www.zotero.org/support/dev_builds">Zotero beta</a>. It will be included in Zotero 5.0.71.</p></html> 
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 ===== Moving Documents with Zotero Citations Between Word Processors ===== ===== Moving Documents with Zotero Citations Between Word Processors =====
  
-If you use the Zotero word processor plugin to add citations to your document and then open the document in another word processor, the Zotero citation links will be lost. To retain active Zotero citations when moving between programs, you can use the plugin to convert the document to a temporary format that can be safely transferred and then import it in another supported word processor.+If you use the Zotero word processor plugin to add citations to your document and then open the document in another word processor, the Zotero citation links will be lost. To retain active Zotero citations when moving between programs, you can use the plugin to convert the document to a temporary format that can be safely transferred and then restore it in another supported word processor. 
 + 
 +{{https://www.zotero.org/static/images/blog/document-export/doc-prefs.png?601}}
  
 ==== Word to Google Docs ==== ==== Word to Google Docs ====
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   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".
   - After the document has been converted, save the changes (File → Save).   - After the document has been converted, save the changes (File → Save).
-  - Either upload the converted file to Google Drive and open it with Google Docs or use File → Open… from within a Google Doc to upload the file. +  - Use File → Open… from within a Google Doc to upload the file. 
-  - Select Refresh from the Zotero menu in the opened Google Doc to import the document.+  - Select Refresh from the Zotero menu in the opened Google Doc to continue using the document.
  
 +{{ https://www.zotero.org/static/images/blog/document-export/google-docs-menu.png?332}}
 ==== Google Docs to Word ==== ==== Google Docs to Word ====
  
   - In the Google Doc, use File → Make a Copy… to create a copy of the document.   - In the Google Doc, use File → Make a Copy… to create a copy of the document.
-  - In the new document, select Document Preferences from the Zotero menu and select "Switch to a Different Word Processor…".+  - In the new document, select "Switch word processors…" from the Zotero menu.
   - Select File → Download as → Microsoft Word (.docx) and save the converted file.   - Select File → Download as → Microsoft Word (.docx) and save the converted file.
-  - Open the downloaded file in Word and click Refresh in the Zotero plugin to import the document.+  - Open the downloaded file in Word and click Refresh in the Zotero plugin to continue using the document.
  
 ==== LibreOffice to Google Docs ==== ==== LibreOffice to Google Docs ====
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   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".
   - After the document has been converted, save the changes (File → Save).   - After the document has been converted, save the changes (File → Save).
-  - Either upload the converted file to Google Drive and open it with Google Docs or use File → Open… from within a Google Doc to upload the file. +  - Use File → Open… from within a Google Doc to upload the file. 
-  - Select Refresh from the Zotero menu in the opened Google Doc to import the document.+  -  After opening the file, use File → Save as Google Docs to switch from .docx mode to Google Docs mode. 
 +  - Select Refresh from the Zotero menu in the opened Google Doc to continue using the document.
  
 ==== Google Docs to LibreOffice ==== ==== Google Docs to LibreOffice ====
  
   - In the Google Doc, use File → Make a Copy… to create a copy of the document.   - In the Google Doc, use File → Make a Copy… to create a copy of the document.
-  - In the new document, select Document Preferences from the Zotero menu and select "Switch to a Different Word Processor…".+  - In the new document, select "Switch word processors…" from the Zotero menu.
   - Select File → Download as → OpenDocument Format (.odt) and save the converted file.   - Select File → Download as → OpenDocument Format (.odt) and save the converted file.
-  - Open the downloaded file in LibreOffice and click Refresh in the Zotero plugin to import the document.+  - Open the downloaded file in LibreOffice and click Refresh in the Zotero plugin to continue using the document.
  
 ==== Word and LibreOffice ==== ==== Word and LibreOffice ====
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 === Word to LibreOffice === === Word to LibreOffice ===
  
-  - In Word, use File → Save As… to create a copy of the document as a .odt with a new filename (e.g., "My Document - Transfer.odt").+  - In Word, make sure citations are stored as Fields in the plugin's Document Preferences. 
 +  - Use File → Save As… to create a copy of the document as a .odt with a new filename (e.g., "My Document - Transfer.odt"). Ignore any incompatibility warnings.
   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".
   - After the document has been converted, save the changes (File → Save).   - After the document has been converted, save the changes (File → Save).
-  - Open the converted file in LibreOffice and click Refresh in the Zotero plugin to import the document.+  - Open the converted file in LibreOffice and click Refresh in the Zotero plugin to continue using the document.
  
 === LibreOffice to Word === === LibreOffice to Word ===
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   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".   - Click Document Preferences in the Zotero plugin and select "Switch to a Different Word Processor…".
   - After the document has been converted, save the changes (File → Save).   - After the document has been converted, save the changes (File → Save).
-  - Open the converted file in Word and click Refresh in the Zotero plugin to import the document.+  - Open the converted file in Word and click Refresh in the Zotero plugin to continue using the document.
  
kb/moving_documents_between_word_processors.1563263480.txt.gz · Last modified: 2019/07/16 03:51 by dstillman