kb:moving_documents_between_word_processors [Zotero Documentation]

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To retain active Zotero citations when moving between programs, you can use the plugin to convert the document to a temporary format that can be safely transferred and then restore it in another supported word processor. </p> <p> <a href="/support/lib/exe/fetch.php?tok=cd4db9&media=https%3A%2F%2Fwww.zotero.org%2Fstatic%2Fimages%2Fblog%2Fdocument-export%2Fdoc-prefs.png" class="media" title="https://www.zotero.org/static/images/blog/document-export/doc-prefs.png"><img src="/support/lib/exe/fetch.php?w=601&tok=48c30c&media=https%3A%2F%2Fwww.zotero.org%2Fstatic%2Fimages%2Fblog%2Fdocument-export%2Fdoc-prefs.png" class="media" loading="lazy" alt="" width="601" /></a> </p> </div> <h3 class="sectionedit2" id="word_to_google_docs">Word to Google Docs</h3> <div class="level3"> <ol> <li class="level1"><div class="li"> In Word, use File → Save As… to create a copy of the document as a .docx with a new filename (e.g., “My Document - Transfer.docx”).</div> </li> <li class="level1"><div class="li"> Click Document Preferences in the Zotero plugin and select “Switch to a Different Word Processor…”.</div> </li> <li class="level1"><div class="li"> After the document has been converted, save the changes (File → Save).</div> </li> <li class="level1"><div class="li"> Use File → Open… from within a Google Doc to upload the file.</div> </li> <li class="level1"><div class="li"> Select Refresh from the Zotero menu in the opened Google Doc to continue using the document.</div> </li> </ol> <p> <a href="/support/lib/exe/fetch.php?tok=cd11f4&media=https%3A%2F%2Fwww.zotero.org%2Fstatic%2Fimages%2Fblog%2Fdocument-export%2Fgoogle-docs-menu.png" class="media" title="https://www.zotero.org/static/images/blog/document-export/google-docs-menu.png"><img src="/support/lib/exe/fetch.php?w=332&tok=7d2189&media=https%3A%2F%2Fwww.zotero.org%2Fstatic%2Fimages%2Fblog%2Fdocument-export%2Fgoogle-docs-menu.png" class="mediaright" loading="lazy" alt="" width="332" /></a> </p> </div> <h3 class="sectionedit3" id="google_docs_to_word">Google Docs to Word</h3> <div class="level3"> <ol> <li class="level1"><div class="li"> In the Google Doc, use File → Make a Copy… to create a copy of the document.</div> </li> <li class="level1"><div class="li"> In the new document, select “Switch word processors…” from the Zotero menu.</div> </li> <li class="level1"><div class="li"> Select File → Download as → Microsoft Word (.docx) and save the converted file.</div> </li> <li class="level1"><div class="li"> Open the downloaded file in Word and click Refresh in the Zotero plugin to continue using the document.</div> </li> </ol> </div> <h3 class="sectionedit4" id="libreoffice_to_google_docs">LibreOffice to Google Docs</h3> <div class="level3"> <ol> <li class="level1"><div class="li"> In LibreOffice, use File → Save As… to create a copy of the document as an .odt with a new filename (e.g., “My Document - Transfer.odt”).</div> </li> <li class="level1"><div class="li"> Click Document Preferences in the Zotero plugin and select “Switch to a Different Word Processor…”.</div> </li> <li class="level1"><div class="li"> After the document has been converted, save the changes (File → Save).</div> </li> <li class="level1"><div class="li"> Use File → Open… from within a Google Doc to upload the file.</div> </li> <li class="level1"><div class="li"> After opening the file, use File → Save as Google Docs to switch from .docx mode to Google Docs mode.</div> </li> <li class="level1"><div class="li"> Select Refresh from the Zotero menu in the opened Google Doc to continue using the document.</div> </li> </ol> </div> <h3 class="sectionedit5" id="google_docs_to_libreoffice">Google Docs to LibreOffice</h3> <div class="level3"> <ol> <li class="level1"><div class="li"> In the Google Doc, use File → Make a Copy… to create a copy of the document.</div> </li> <li class="level1"><div class="li"> In the new document, select “Switch word processors…” from the Zotero menu.</div> </li> <li class="level1"><div class="li"> Select File → Download as → OpenDocument Format (.odt) and save the converted file.</div> </li> <li class="level1"><div class="li"> Open the downloaded file in LibreOffice and click Refresh in the Zotero plugin to continue using the document.</div> </li> </ol> </div> <h3 class="sectionedit6" id="word_and_libreoffice">Word and LibreOffice</h3> <div class="level3"> <p> You can store the citations in your document in a way that is compatible with both Word and LibreOffice by selecting “Bookmarks” in the plugin's Document Preferences. This allows you to work on the same document with both Word and LibreOffice without going through the conversion procedure. However, storing citations as bookmarks does not work with footnote styles and may occasionally lead to citation corruption. </p> <p> If you don't intend to use both Word and LibreOffice to edit the document, you should use the conversion procedure below. </p> </div> <h4 id="word_to_libreoffice">Word to LibreOffice</h4> <div class="level4"> <ol> <li class="level1"><div class="li"> In Word, make sure citations are stored as Fields in the plugin's Document Preferences.</div> </li> <li class="level1"><div class="li"> Use File → Save As… to create a copy of the document as a .odt with a new filename (e.g., “My Document - Transfer.odt”). Ignore any incompatibility warnings.</div> </li> <li class="level1"><div class="li"> Click Document Preferences in the Zotero plugin and select “Switch to a Different Word Processor…”.</div> </li> <li class="level1"><div class="li"> After the document has been converted, save the changes (File → Save).</div> </li> <li class="level1"><div class="li"> Open the converted file in LibreOffice and click Refresh in the Zotero plugin to continue using the document.</div> </li> </ol> </div> <h4 id="libreoffice_to_word">LibreOffice to Word</h4> <div class="level4"> <ol> <li class="level1"><div class="li"> In LibreOffice, use File → Save As… to create a copy of the document as a .docx with a new filename (e.g., “My Document - Transfer.docx”).</div> </li> <li class="level1"><div class="li"> Click Document Preferences in the Zotero plugin and select “Switch to a Different Word Processor…”.</div> </li> <li class="level1"><div class="li"> After the document has been converted, save the changes (File → Save).</div> </li> <li class="level1"><div class="li"> Open the converted file in Word and click Refresh in the Zotero plugin to continue using the document.</div> </li> </ol> </div>  </div> <div class="stylefoot minor-col"> <div class="meta"> <div class="nav">  <div id="dw__toc" class="dw__toc"> <h3 class="toggle">Table of Contents</h3> <div> <ul class="toc"> <li class="level2"><div class="li"><a href="#moving_documents_with_zotero_citations_between_word_processors">Moving Documents with Zotero Citations Between Word Processors</a></div> <ul class="toc"> <li class="level3"><div class="li"><a href="#word_to_google_docs">Word to Google Docs</a></div></li> <li class="level3"><div class="li"><a href="#google_docs_to_word">Google Docs to Word</a></div></li> <li class="level3"><div class="li"><a href="#libreoffice_to_google_docs">LibreOffice to Google Docs</a></div></li> <li class="level3"><div class="li"><a href="#google_docs_to_libreoffice">Google Docs to LibreOffice</a></div></li> <li class="level3"><div class="li"><a href="#word_and_libreoffice">Word and LibreOffice</a></div></li> </ul></li> </ul> </div> </div>  </div> <div class="user-info"> </div> <div class="page-info"> <bdi>kb/moving_documents_between_word_processors.txt</bdi> · Last modified: 2025/02/14 12:16 by <bdi>dstillman</bdi> </div> </div> <div class="bar" id="bar__bottom"> <div class="bar-left" id="bar__bottomleft"> <ul class="page-menu"><li><a href="/support/kb/moving_documents_between_word_processors?do=revisions" title="Old revisions [o]" rel="nofollow" accesskey="o" class="zmenuitem revs">Old revisions</a></li></ul> <ul class="wiki-menu"></ul><ul class="user-menu"></ul> </div> </div> </div> </div> <div class="footerinc">  </div> <div class="no"><img src="/support/lib/exe/taskrunner.php?id=kb%3Amoving_documents_between_word_processors&1739806162" width="2" height="1" alt="" /></div> </div> </div> <footer> <div class="center container"> <nav role="secondary"> <ul> <li><a href="/blog/">Blog</a></li> <li><a href="https://forums.zotero.org/categories/">Forums</a></li> <li><a href="/support/dev/start">Developers</a></li> <li><a href="/support/">Support</a></li> <li><a href="/support/privacy">Privacy</a></li> <li><a href="/getinvolved/">Get Involved</a></li> <li><a href="/jobs">Jobs</a></li> <li class="last"><a href="/about/">About</a></li> </ul> </nav> <p class="about">Zotero is a project of the <a href="http://digitalscholar.org/">Corporation for Digital Scholarship</a>, a nonprofit organization dedicated to the development of software and services for researchers and cultural heritage institutions, and is developed by a <a href="/support/credits_and_acknowledgments">global community</a>.</p> </div> </footer> </body> </html>

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kb:moving_documents_between_word_processors [Zotero Documentation]