Exporting your plan as a Word document Follow

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 of the text content is assigned to the appropriate style sheet (Heading 1, Heading 2, Body Text, etc.), so that 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.

Note that the PDF document themes in LivePlan are not supported in the Word export. That's an unfortunate side effect of the mess that is online licensing in the font industry. All Word exports will use the default theme (Springfield).


Supported word processors

Microsoft Word 2010 or above
For the best results, we recommend using the latest version of Microsoft Word. (That is currently 2010 for Windows or 2011 for Mac.) Since .docx is Microsoft's own 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. If you have a pre-2003 version of Word, you may need to install an add-on to enable it to open files in the .docx format instead of the older .doc format. Contact us if you need help with that.

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 biggest difference is that Pages does not support a mix of portrait and landscape orientations within a document, so the Appendix chapter will be rendered in portrait (upright) mode. There are also some minor pagination differences that 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 really 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 there are various formatting changes that will need time and attention to sort out. 


How to download your plan to Word

  1. Under the Plan tab, click Download & Print
  2. Click Export Word Doc:
  3. In the dialog that appears, click Save File:
  4. Choose whether to open or save the file.


More on downloading and printing:

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