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Before you start working with eXtyles, check the your document for items that might cause issues during eXtyles processing:

  • Graphics

  • Tables

    The following items can cause problems for eXtyles processing if they are not formatted correctly:

    • Graphics

    • Missing reference heading

    • Tables

    • Visual formatting

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    Applies to all eXtyles products:

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    Table of Contents

    Next step: Font Audit →

    Graphics

    Graphics embedded in Word files can be left in place during eXtyles processing, but for best performance, we generally recommend removing them. If you prefer to leave graphics in the Word document, we recommend that you insert linked images in place of the embedded images.

    Converting linked images to embedded graphics

    If However, if you need to convert those image links back to embedded graphics after you’re finished running eXtyles, follow these steps:.

    Converting linked images to embedded graphics

    1. In Word (2016 and later), click the File tab, which will open the Info screen.

    2. Choose Related Documents > Edit Links to Files

      Screenshot of the section of the 'File' tab named 'Related Documents' with the option 'Edit Links to Files' highlighted
    3. Choose the linked files that you want to re-embed in your document.

    4. Check the box for Save picture in document.

    5. Click the Break Link button. A dialog opens; click Yes to confirm this action.

      Screenshot of the Links dialog window. The Source file links are highlighted, the 'Save picture in document' box is checked

    The links should now be removed and the graphics embedded in your document!

    Note

    Leaving embedded graphics in your Word file during eXtyles processing can increase your file size and cause eXtyles to run much slower!

    Info

    Note that this option only appears if there is a linked file in your document!

    Reference heading

    eXtyles Auto-Styling, which runs during Cleanup, automatically applies the appropriate paragraph style to reference entries, so you don’t have to style them manually.

    eXtyles can usually identify a numbered reference list (e.g., Vancouver or medical style) without a reference heading. For documents that use Harvard-style (name–date) citations, and therefore have unnumbered references, the reference list should be preceded by a standard heading such as “References,” “Bibliography,” or “Works Cited.”

    Note

    If your reference entries aren’t numbered, a reference heading is needed for eXtyles to accurately identify the content!

    Tables

    Authors eXtyles is optimized to process tables created using Word’s table tools. However, authors sometimes use a variety of creative methods to construct tables in Microsoft Word. eXtyles is optimized for tables created using Word’s table tools.Before activating , so before Activating a document with eXtyles , you should convert all tables built in other ways (e.g., tab-delimited, linked Excel table, columns + and column breaks, etc.) into Word tables.

    Examples of tables inserted into Word from Excel and tables created using Tab rather than a Word table structure

    Note

    If all non-standard tables are not converted to Word tables before eXtyles activation, you may lose table layouts and some eXtyles functions may not work correctly.

    Info

    For more on identifying and converting non-standard tables, see our blog series, Better Living through Microsoft Word Tables, Parts 1-3.

    Visual formatting

    Does your document contain any unusual formatting (e.g., especially large or small fonts, odd typefaces, garbage characters)? Does the document include fields (e.g., references and citations added via a reference manager such as EndNote)?

    These formatting problems may indicate a document poorly imported from another word-processing program or a document that will cause other problems as you work with iteXtyles processes (such as Citation Matching in the case of fields) to work suboptimally. The best time to find out is now! But how?

    Field Shading

    We To easily see whether fields have been used to format text in the document we recommend turning on Field Shading in Word to help identify potential problems more easily. To do this:

    1.  Go to the File tab.

    2. Navigate to Word Options > Advanced > Show document content > Field shading:

    3. Change the dropdown option from “When Selected” to “Always.”

    Screenshot of the Word Options dialog in the Advanced section. The 'Show document content' section is visible with the 'Field shading' option marked as 'Always'

    4. Click OK.

    You should now see gray shading on all Word fields , including citations and references set up with reference management tools such as EndNote, whether or not regardless of whether you’ve selected them: 

    Screenshot of a Word document where a parenthetical in-text citation has gray shading and a journal reference tag also has gray shading

    Info

    If you encounter a document like this, determine which word processor the author used.

    Tip

    Tip: Make your visual review of a manuscript easier by turning on Field Shading!