ℹ️ Quick Overview: Export your documents to Microsoft Word (.docx) format for offline editing, sharing with external parties, or creating local backups.
Steps to Export to Word
Method 1: From the Document Editor
- Open your document in the PropDocs editor
- Click the three-dot menu (⋮) in the top-right corner of the editor toolbar
- Select "Export to Word" from the dropdown menu
- Wait for processing - The system will convert your document to Word format
- Download starts automatically - Your browser will download the .docx file
Method 2: From the Document Actions Menu
- Navigate to your Deals page
- Find your document in the document table
- Click the dropdown arrow (▼) next to the document name
- Select "Export" → "Download as Word"
- Save the file to your desired location
⚠️ Important Notes:
- Some complex formatting may be adjusted during conversion
- Track changes and comments are preserved in the export
- Templates with "Disable Word Export" enabled cannot be exported
What Gets Exported
- ✅ Document content and text
- ✅ Basic formatting (bold, italic, underline)
- ✅ Tables and lists
- ✅ Headers and footers
- ✅ Comments and suggestions
- ✅ Track changes history
Troubleshooting
Export Option Not Available
Possible causes:
- Document is in executed/signed state - signed documents cannot be exported to Word
- Template has Word export disabled by an administrator
- Insufficient permissions - contact your workspace administrator
Formatting Issues in Word
Tips:
- Complex custom styles may need adjustment in Word
- Review page breaks and margins after export
- Tables might need column width adjustments
- Re-apply any custom fonts if needed