External Document Import

How to Import a Document

Follow these steps to import your local file:

Open the DRTE Editor

Locate the Import Button: On the editor toolbar, click the Import Icon (the "Upload" arrow icon).
Select Your File:

Drag & Drop: You can drag your file directly onto the upload zone.
File Browser: Click to browse your local system and select your .docx or .pdf file.

Process and Review: The system will process the file and render the content directly inside the editor window.

3. Supported File Types & Behavior

While the process is identical for both file types, the editor handles them differently based on the source formatting:

Microsoft Word (.docx)

Best For: Complex text, multi-page proposals, and collaborative drafting.
Result: High-fidelity rendering. Most tables, bullet points, bold/italic styling, and embedded images are preserved and remain fully editable within the DRTE.

Adobe PDF (.pdf)

Best For: Simple documents or documents that are primarily image-based.
Minimalist Rendering: PDF conversion is more restrictive.
- Images: Typically render clearly within the editor.
- Tables/Complex Elements: May require manual adjustment after import. Users should review the alignment and spacing to ensure the document looks correct before saving.

4. Best Practices for Sales Teams

Final Review: Always scroll through the document after import to ensure page breaks and table widths align with your system's display settings.
Image Optimization: If your .docx contains very high-resolution images, try to compress them before importing to ensure the editor remains fast and responsive.

5. 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.