External Document Import
Published on February 10, 2026 DRTE
Use the DRTE Editor import feature to bring a local Word (.docx) or PDF (.pdf) file straight into the editor, where the content becomes editable. This guide walks through each step and explains how the editor handles each file type.
How to Import a Document
Before you start: Have your local .docx or .pdf file ready. A file size of 5MB or less is recommended for optimal performance. |
Step 1: Open the DRTE Editor
Open the DRTE Editor to begin.
The DRTE Editor, ready for import.
Step 2: Locate the Import Button
On the editor toolbar, click the Import Icon (the "Upload" arrow icon).
The Import (Upload arrow) icon on the editor toolbar.
Step 3: Select Your File
Choose one of two ways to select your file:
- Drag & Drop: Drag your file directly onto the upload zone.
- File Browser: Click to browse your local system and select your .docx or .pdf file.
The upload zone, where you can drag and drop or browse for a file.
Step 4: Process and Review
The system processes the file and renders the content directly inside the editor window. Review the result before you save.
Imported content rendered inside the editor window.
Success: Your imported content appears in the DRTE Editor and is ready to edit. |
Supported File Types & Behavior
The import process is identical for both file types, but the editor handles each differently based on the source formatting.
| Aspect | Microsoft Word (.docx) | Adobe PDF (.pdf) |
|---|---|---|
| Best for | Complex text, multi-page proposals, and collaborative drafting | Simple documents or documents that are primarily image-based |
| Rendering | High-fidelity. Most tables, bullet points, bold/italic styling, and embedded images are preserved and remain fully editable within the DRTE | Minimalist. PDF conversion is more restrictive |
| Images | Preserved and editable | Typically render clearly within the editor |
| Tables / complex elements | Most tables preserved | May require manual adjustment after import |
PDF tip: Review the alignment and spacing of tables and complex elements to make sure the document looks correct before saving. |
Best Practices for Sales Teams
- Final Review: Always scroll through the document after import to make sure page breaks and table widths align with your system's display settings.
- Image Optimization: If your .docx contains very high-resolution images, compress them before importing so the editor remains fast and responsive.
Frequently Asked Questions (FAQ)
Q: Can I edit the text after I import a PDF? A: Yes. Once the content is rendered in the DRTE, it becomes standard HTML text. However, for heavily formatted PDFs, some text may import as an image or require re-spacing. Q: Will the "Track Changes" from my Word document show up? A: No. Q: Is there a file size limit? A: 5MB is recommended for optimal performance. |
Knowledge Article Number: KA-00100