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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

  • Missing reference heading

  • Visual formatting

Applies to all eXtyles products:

eXtyles CustomeXtyles JATSeXtyles STS

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

  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!

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

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.”

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

Tables

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 a document with eXtyles, you should convert all tables built in other ways (e.g., tab-delimited, linked Excel table, columns + 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

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.

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)?

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 it. The best time to find out is now!

Field Shading

We recommend turning on Field Shading in Word to help identify potential problems more easily:

  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 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

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

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

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