Skip to main content
Dan Rodney/2 min read

Importing Tables

InCopy Workflow Basics

Editorial Separation

Editors write in InCopy while designers lay out in InDesign — at the same time.

Assignments

InDesign exports specific frames as InCopy assignments.

Check In/Out

Lock prevents simultaneous edits to the same content.

Live Updates

Changes flow back to InDesign automatically.

Master InDesign at Noble Desktop

Noble Desktop's Graphic Design Certificate covers InDesign — the layout app that pairs with InCopy for editorial workflows.

Discover the step-by-step guide to efficiently import tables from both Excel and Word documents, including how to manage and style the imported tables to fit your needs.

Importing Tables

Importing Tables from an Excel Document

  1. Put the text cursor type cursor edit text where you want to insert the table.

  2. Go to File > Place.

  3. In the dialog that opens:

    • At the bottom, check on Show Import Options (you may have to click the Options button to see it).
    • Select an Excel file and click Open.
  4. As shown in the screenshot below, in the options that appear you can choose how you want the table to look:

    Formatted Table: Maintains Excel’s formatting as close as possible
    Unformatted Table: Removes Excel’s formatting and makes a clean table
    Unformatted Tabbed Text: Converts the table into Tabbed text

    table import options

  5. Click OK and the table should now be ready to style and edit.

Importing Tables from a Word Document

  1. Put the text cursor type cursor edit text where you want to insert the table.

  2. Go to File > Place.

  3. Click once on a Word file to select it.

  4. If you want to see options to control which Word formatting comes through, check Show Import Options at the bottom of the window (you may have to click the Options button to see it).

  5. Click Open.

  6. If you checked Show Import Options earlier, an options window will be displayed. You must decide whether to keep or remove the formatting that was applied in Word. Follow the appropriate directions below.

    To strip out the formatting: Select Remove Styles and Formatting.
    To maintain the formatting: Select Preserve Styles and Formatting.
  7. Click OK when done.

  8. The table should now be ready to style and edit.