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Importing Content into the Policy Library
Importing Content into the Policy Library

How to import content into the Blissbook Policy Library

Tom O'Dea avatar
Written by Tom O'Dea
Updated today

Importing content works best when the content is pre-processed. Blissbook's import tool looks for certain markers in your documents to organize or split up content correctly.

Word Docs

The secret to a good import is preparing your file ahead of time to optimize the chances that Blissbook's import tool will treat your content how you'd expect.

Headings

If you'd like to import a single document filled with many policies, you should first normalize the headings in the document.

Word docs, especially Employee Handbooks, are typically quite messy because they'd been edited over many years by many different people who all have their own opinion or special way to style something.

Single-Policy Word Docs

If you're importing a single policy within a single Word doc, you may want to edit your headings so they are formatted how you expect them to be upon import.

  • “Heading 1” should be used for the Policy Title

  • “Heading 2” through "Heading 6" should be used for sub-headings within a policy

Multi-Policy Word Docs

This works similarly to the single-policy Word docs, there's just more of it, there's another layer of abstraction, and the file is more likely to be messy.

  • “Heading 1” should be used for Chapter Headings (like folders for your policies)

  • “Heading 2” should be used for Policy Titles

  • "Heading 3" through "Heading 6" should be used for sub-headings within a policy

General Tips

  • Use the Styles Pane in Word and the "Show styles guides" option within to get a grip on what styles you actually have in your document.

  • Use the Select All option in the Styles Pane to select multiple instances of styled text to reset it to the appropriate heading level in bulk.

Images

If a docx file has images in it, oftentimes those images can be much larger than needed to look great in a Blissbook document. Large images cause slow load times and may degrade users' browsing experience. To reduce the image sizes:

  1. Click on any image in the Word doc

  2. Click “Picture Format” in the toolbar

  3. Click “Compress Pictures” (to the right of “Transparency”)

  4. Set “Picture Quality” to “On-screen (150 ppi)”

  5. Set “Apply to:” to “All pictures in this file”

  6. Click “OK”

PDF Files

Blissbook’s importing tool does not support PDFs. To import a PDF, first convert the PDF to the docx. You can use Adobe's conversion tool or Microsoft Word. To do it in Word, right click the PDF, choose Open With, choose Microsoft Word, then save the file.

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