Publishing a Workbook to Microsoft Word

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Overview

With the Workbook Publisher open, ensure the Word checkbox is ticked.

You can select the Orientation of the pages created in the Word document (Portrait or Landscape). You can also select a Microsoft Word Template to use.

What is a Microsoft Word Template?

Note: From Optuma 2.0 and later, the Publishing module supports the latest file types for MS Word Templates.

Enter a Title, Description, and Author into the available fields.

If there are pages you wish to exclude from the Word document, un-tick the codes in the Select All Pages section.

Click the Publish button. In the window that opens type in a name to save the Word file as and adjust the location if you wish. By default, the Word document file will be saved in My Documents > Optuma > Printed Files.

Microsoft Word will also open automatically.