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All things Microsoft Office Word, from the Word team.
Compatibility in Word 2007 – Part IV

In my previous posts I talked about Compatibility in Word 2007, what it means to be in Compatibility Mode and how you get out of Compatibility Mode in Word 2007. In today's post I am going to talk about Compatibility in Word 2007 as a collaboration scenario. That is, getting into and out of Compatibility Mode and the concept of feature refresh. Here's a quick demo of this scenario. Going back to the first post on Compatibility in Word 2007, I am referring to the entire diagram.

Compatibility Checker

As mentioned in my post about Compatibility Mode, Compatibility Mode ensures that the editing environment in Word 2007 is similar to Word 2003. While in Compatibility Mode, you will not be able to add content that was not available in previous versions of Word. On the other hand, while in Full Functionality Mode you will have access to all Word 2007 features.

The following questions come to mind:

  • What happens when I go from Full Functionality Mode to Compatibility Mode?
  • What happens if I want to save an Office Open XML Format with new Word 2007 content as one of the older file formats, like .doc?

Since older file formats, like .doc, and older versions of Word cannot support some of the new Word 2007 features we have introduced a feature called Compatibility Checker. This feature comes in handy when you are collaborating with someone using an older version of Word.

The Compatibility Checker displays a list of any content in the document that may not appear the same or be fully editable when the document is opened in older versions of Word. I will provide a list of affected features as soon as I discuss the concept of feature refresh.

There are two ways that the Compatibility Checker can be launched:

  1. Save As operation from one of the new Office Open XML Formats to an older file format, like .doc
  2. User clicks Run Compatibility Checker on the Office Button Prepare menu

In either case, the Compatibility Checker dialog will show (if there is content within the document that will be affected by the process of down-converting):

Feature Refresh

The Compatibility Checker tells you that certain content in your document will change if the document is down-converted. What happens if you re-convert that document in Word 2007?

We have introduced the concept of feature refresh in Word 2007, which allows certain features to get back into the Word 2007 version of the feature when a document is Converted.

Not all features can be refreshed. I have provided a list of features that can be refreshed when the document is re-converted to Full Functionality Mode.

Consider a Full Functionality Mode .docx file with a SmartArt graphic. SmartArt graphics are brand new to Word 2007 and therefore are not understood by previous versions of Word.

Saving this document as an older file format, like .doc, will result in the Compatibility Checker dialog appearing:

Clicking Continue will proceed with the Save As operation and will put the document into Compatibility Mode.

Notice that the SmartArt graphic is now a picture. If I open this file in Word 2003, I will see that same thing I do as I do in Word 2007:

To show feature refresh in action, I will open this file in Word 2007 and select Convert from the Office Button menu:

Notice how my SmartArt graphic is now once again a SmartArt graphic rather than an image:

Features that can be Refreshed

As promised here is a list of features that can be refreshed when the document is re-converted to Full Functionality Mode.

  • SmartArt
  • Charts
  • Images
  • Equations

Conclusion

Let me know if you have any specific questions or comments that you would like me to address here or in future posts.

Zeyad Rajabi

Posted: Friday, October 13, 2006 4:08 PM by wrdblog
Filed under: ,

Comments

Dave Charles said:

Your blog is greatly appreciated.  An understanding of Compatibility mode is critical to success in the coming upgrade to Office 2007 our company will undertake.

Keep it coming!

# October 17, 2006 3:01 PM

Patrick Schmid said:

Hi Zeyad,

the other list would be even more important to have: which features cannot be refreshed?

Thanks,

Patrick Schmid

# October 17, 2006 3:44 PM

wrdblog said:

Thanks Dave. Let me know if your company has any questions regarding Compatibility in Word 2007.

Patrick that is a great question. Here is a list features that do not refresh:

 •  Themes – Permanently converted to styles

 •  Content Controls – Permanently converted to static text

 •  Bibliography and Citations – Permanently converted to static text

 •  Tracked Moves – Permanently converted to Inert and Delete

 •  Custom XML Datastore – Permanently lost if binary .doc is saved or edited in Word 97-2003

 •  Text Boxes with Vertical Alignment – Permanently converted to use Top vertical alignment

 •  Relative Positioned Text Boxes – Permanently converted to absolute positioned text boxes

Zeyad Rajabi (MS)

# October 17, 2006 4:36 PM

Francis said:

I see that text boxes have new alignment capabilities in Word. Do they also work with comments, notes, and fields now? Or do we still have use frames to do that? E.G., as explained by:

http://office.microsoft.com/en-ca/assistance/HP051893331033.aspx

# October 19, 2006 9:21 AM

wrdblog said:

Francis - We have taken steps to improve text boxes in Word 2007, however, frames still need to be used for comments, notes, and most fields.

Zeyad Rajabi (MS)

# October 19, 2006 1:47 PM

VaibhavGarg said:

On the same note(Text Boxes), I have observed that I can no longer change the text direction in textboxes. I can repro this on 3 PCs, while my notebook with Beta2( prior to tr) works as expected. In b2tr, the text direction button remains disabled, no matter what. Is that by design?

Same is the case with rotate in the same tab.

# October 20, 2006 9:32 AM

wrdblog said:

VaibhavGarg - I believe that is a bug in B2TR, which should be fixed when we RTM.

Zeyad Rajabi (MS)

# October 20, 2006 3:46 PM

Christian Koerner said:

Does it work the other way around as well? E.g. if I install the Compatibility Pack, and open and edit a docx-document, and select "Save as", I can now "Feature refresh" that document in Word 2007?

# October 21, 2006 6:10 AM

wrdblog said:

Hi Christian – Feature refresh works the same way via the .doc and .docx/.docm formats with the exception of the SmartArt, Charts, and Equations, which cannot be refreshed when saved via the Compatibility Pack and opened back in Word 2007. We actively looking into ways of addressing the inconsistency this introduces.  

- Jonathan (MS)

# October 23, 2006 1:27 PM

The Microsoft Office Word Team's Blog said:

I'll be taking some time off and visiting lovely Las Vegas starting tomorrow to celebrate the release

# November 8, 2006 4:27 PM

The Microsoft Office Word Team's Blog said:

It's been awhile, but for what it's worth, the time has been spent planning a great Word vNext. Stay

# June 7, 2007 1:57 PM

The Microsoft Office Word Team's Blog said:

My last blog post series was about building blocks and backwards compatibility . In this series, I'll

# September 15, 2008 5:49 PM
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