Exporting your plan as a Word document

If you need more control over the formatting of your plan document, you can export your plan as a .docx file, which is the current Microsoft Word format. You can then open that file in Microsoft Word or another word processor and make changes.

If you need to produce a document that uses your established corporate fonts and colors, or you're a great designer and want to showcase your skills in customizing the document, the Word export should serve you well. 

Note: If you are using an iPad or other mobile device, you may not be able to download a Word document directly to it. Instead, use a desktop or laptop to download your plan.


What you get in the Word export

The export contains the entire content of your plan:

  • All text content is assigned to the appropriate style sheet (Heading 1, Heading 2, Body Text, etc.), so you can quickly restyle the entire document just by editing the style-sheet definitions.
  • Financial tables are included as Word tables, so you can adjust and restyle cells, rows, and columns as you like.
  • Charts are rendered as images.


Supported word processors

Microsoft Word 2010 or above
For the best results, we recommend using the latest version of Microsoft Word. Since .docx is Microsoft's format, it is no surprise that their current product provides the best support for it. The Word export in these versions should be nearly identical to our PDF output.


Other word processors

Earlier versions of Word
The .docx format is natively supported in Word 2003 and above. You may see minor formatting differences between Word 2003 and our PDFs since Microsoft has made incremental changes in the .docx standard in recent years. 

Apple Pages
The current version of Apple's Pages word processor (part of the iWork suite) does a reasonable job with our .docx output. The most significant difference is that Pages does not support a mix of portrait and landscape orientations within a document, so that the Appendix chapter will be rendered in portrait (upright) mode. Some minor pagination differences should be easy to adjust. Note that we have not tested with versions older than Pages '09.

Google Docs
Uploading our .docx files and allowing the Google Docs service to transform it into an online document is tempting. It doesn't always work that well, though, unfortunately. Feel free to try it — if nothing else, it's a useful way to share files with others — but be aware that various formatting changes will need time and attention to sort out. 


How to download your plan to Word

  1. In the Plan section, click Download & Print:
    arrow pointing to download and print in the plan section.png
  2. If you like, select one of our readymade design themes. If you prefer to do all your design work in Word, select the default Springfield theme:
    theme screne.png
  3. Click Export Word Doc:
    arrow pointing to export word doc button.png
  4. In the dialog that appears, click Save File:
    word export file ready message.png
  5. Your plan will be downloaded to your default download location on your computer.

More on downloading and printing:

Was this article helpful?
16 out of 23 found this helpful