Importing a Word Document into Doc2Survey

To import a Word document into the Doc2Survey functionality to build a new Survey, proceed as follows:

1. Create a new survey in the normal manner (go to Creating a New Survey for more information).

Once Authoring has created the survey, the Survey Designer page opens.

2. Click the Doc2Survey button in the Designer toolbar.

The Doc2Survey page opens.

3. Open MS Word, and open the Word document that you wish to import to the survey.
4. Using standard Windows techniques, select and copy the text that is to be imported (for example, press Ctrl+A followed by Ctrl+C to copy the entire document).
5. Returning to the Doc2Survey window, in the central Editing area of the page click the Edit button in the toolbar.

This opens the Edit Mode toolbar, and the remaining steps in the procedure are explained using the toolbar buttons. However note that the standard copy, cut and paste keyboard shortcuts can also be used here.

6. Click into the Editing area, then click the Paste the contents of the clipboard button.

Note: You can paste the contents of the clipboard into the editing area without going to the Editing mode.

The selected text is copied into the editing area - .

The text to be imported is copied into the central Editing area

7. Disable the edit mode by clicking the Edit button or by pressing the F2 key on your keyboard.

You are now in a position to convert the text to questions.

To clear all the text from the editing area, click the Clear text button. Note that any text remaining in the central text editing area when you close the Doc2Survey window will be saved with the survey and will be available to any user who edits the survey.]

Editing Text

When you have copied a Word document into the Doc2Survey Editing page, you can edit the text as necessary in both WYSIWYG and HTML format. You can add and delete, copy and paste, and create tables. Note that the editing functionality is limited (for example there is no possibility for formatting the text), because all formatting etc. is removed anyway before the text is used in the Survey.

Note: The Survey Tree and the Question Details columns are synchronized; changes made to one will be reflected in the other. The central Editing area however is independent; it is not synchronized with either of the two side columns or any texts in the survey. So changes made to the text in the Editing area will have no affect on any text that might be in the Question Details fields or the survey itself.

When unsaved changes exist in the text in the Editing area, the Save button will flash - click the button to save the changes. A maximum of 5mb of text can be saved. In the event the text that has been copied into the editing area comprises more than 5mb, only the first 5mb will be saved and a message will be displayed informing you of this. Note that any text remaining in the central text editing area when you close the Doc2Survey window will be saved with the survey and will be available to any user who edits the survey.

To permanently remove all text from the Editing area, click Clear Text. Once this button is clicked, if you later find you need some of the text you will have to re-copy it from the original Word document.