Word Add-in

Docufen in Word

Prepare Word documents for Docufen — scan for compatibility issues, insert GxP content blocks, and follow best practices before you upload. All without leaving Microsoft Word.

Docufen in Word — Health Check scanning a GxP document for compatibility issues
Features

Three tools, one add-in

Everything you need to prepare compliant documents, built right into your Word ribbon.

01

Health Check

Scan your document in one click and get a clear report of anything that may cause rendering issues when uploaded to Docufen. Findings are grouped by severity — critical, warning, and informational.

02

Quick Entries

Insert pre-formatted GxP content blocks directly into your document at the cursor position — decision fields, approval tables, revision history, and change control tables.

03

Best Practices

A built-in reference of authoring guidelines that help you create documents optimised for Docufen from the start — headings, fonts, tables, images, and more.

Health Check

Catch issues before they reach Docufen

The health check scans your document for seven categories of compatibility issues, each with clear descriptions and actionable guidance.

Table widths

Detects percentage-based table widths that can render inconsistently, with a one-click auto-fix to convert them to fixed widths

Merged-cell tables

Flags tables where merged cells combined with auto-width columns may not resolve correctly

Floating images

Identifies images set to wrap around text, which may be repositioned or lost during conversion

Embedded OLE objects

Flags incompatible embedded elements like Excel sheets, Visio diagrams, and charts

Circle instructions

Detects paper-based "circle the applicable option" instructions that require specific handling for digital completion

Content controls

Identifies legacy and rich-text content controls that may interfere with Docufen's completion layer

Oversized images

Warns when images exceed recommended dimensions, which can affect page layout and processing speed

Quick Entries

Insert GxP content blocks in one click

Pre-formatted content blocks ready for digital completion — no more copy-pasting from templates.

1

Decision fields

Yes/No, Met/Unmet, Pass/Fail, and Complies/Does Not Comply — each with checkbox formatting ready for digital completion

2

Approval table

Signature block with Role, Name, Signature, and Date columns, pre-filled with Prepared by, Reviewed by, and Approved by

3

Revision history

Version tracking table with Version, Date, Author, and Description of Change columns

4

Change control

Change documentation table with Change Control #, Date Raised, Description, Impact Assessment, and Approved By columns

Best Practices

Author documents the right way from the start

Best Practices — built-in authoring guidelines for Docufen-compatible documents

Use built-in heading styles — Docufen uses Word's heading hierarchy for navigation and outlines

Avoid text boxes — content inside text boxes is invisible to Docufen's rendering engine

Keep tables simple — simple grid tables render most reliably across all viewers and export formats

Use standard fonts — stick to Arial, Calibri, or Times New Roman for correct rendering

Don't password-protect sections — use Docufen's built-in access controls instead

Embed images, don't link them — linked images won't display when viewed in Docufen

How to use it

1

Open any Word document you intend to upload to Docufen

2

Click the Docufen button in the Home ribbon

3

Use the Health Check tab to scan and fix compatibility issues

4

Use Quick Entries to insert pre-built GxP content blocks

5

Refer to Best Practices for authoring guidance

6

Upload your document to Docufen with confidence

Built for regulated industries

Designed for quality assurance teams, document controllers, and validation engineers working under GxP, 21 CFR Part 11, EU Annex 11, and TGA regulatory frameworks. It fits naturally into your document authoring workflow without requiring any change to your existing SOPs or document templates.

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