Uploading and Processing Documents: Best Practices
Get the best results from Formatly by following these document preparation and processing guidelines.
While Formatly handles a wide variety of document types and formats, following best practices ensures the best possible results. Struggling with formatting errors after upload? Navigating file conversions can be a frustrating struggle. Let's look at how to prepare your file.
Document Preparation
File Format
Formatly works best with Microsoft Word (.docx) files. Ensure your document is saved in .docx format before uploading for processing.
Content Placement
Place all text content within your document body. Extremely heavy use of text boxes, complex tables, or embedded objects may affect formatting results.
Citation Clarity
For best citation formatting results, ensure in-text citations are clearly marked with parentheses. Formatly can detect and format citations in most common formats.
Reference List
If you have a reference list, bibliography, or works cited page, include it at the end of your document. Formatly will reformat it according to your selected style.
Style Selection Tips
Ensure you select the correct edition of your style guide. Select the appropriate English variant (US, UK, AU, CA) for language-appropriate spelling and date formatting.
Processing Options
Always enable tracked changes for your first few documents. This helps you understand what Formatly is correcting and verify the results easily.
Common Issues and Solutions
| Issue | Solution |
|---|---|
| Complex tables | Consider simplifying before upload |
| Embedded images shift | Adjust image placement after formatting |
| Multi-language docs | Select the primary language variant |
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