DOCX creation, editing, and analysis

SkillFiles & storage

Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.

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What this skill tells your AI

The instructions your AI receives, as published by invergent-ai/surogates in skills/productivity/docx/SKILL.md and read by ahel’s review.

Overview

A .docx file is a ZIP archive containing XML files.

All dependencies referenced in this skill are pre-installed in the sandbox image — the JavaScript docx library, Python python-docx, plus the command-line tools pandoc, soffice (LibreOffice), and pdftoppm/pdftotext (poppler-utils). Do NOT pip install or npm install anything — just import or invoke directly.

Reading DOCX text — use read_file

For any request to read, summarise, analyse, extract data from, or aggregate the contents of a Word document, call read_file directly:

read_file(path="path/to/document.docx")

The harness parses .docx natively via markitdown and returns markdown (headings, paragraphs, bullets, pipe tables). Pagination via offset/limit is free (cached). Do NOT pip install python-docx or shell out to pandoc for plain reading — that bootstrap is exactly what read_file eliminates.

Use the recipes below only when read_file is not enough:

  • Tracked changes / comments / revisions preserved → pandoc --track-changes=all (markitdown collapses them).
  • Raw XML access → unpack with the scripts/office/unpack.py helper.
  • Conversion of legacy .doc files → soffice (markitdown can't parse .doc).
  • Creating or editing documents → see the sections below.

Quick Reference

TaskApproach
Read / analyze contentread_file(path="document.docx")
Read with tracked changespandoc --track-changes=all (see below)
Create new documentUse docx-js - see Creating New Documents below
Edit existing documentUnpack → edit XML → repack - see Editing Existing Documents below

Converting .doc to .docx

Legacy .doc files must be converted before editing. read_file does not support legacy .doc either — convert first, then use read_file on the resulting .docx:

python scripts/office/soffice.py --headless --convert-to docx document.doc

Reading Content (advanced cases only)

For plain reading use read_file (see top of skill). The recipes here are for cases where read_file is insufficient:

# Text extraction with tracked changes preserved
pandoc --track-changes=all document.docx -o output.md

# Raw XML access (when you need to inspect or surgically edit structure)
python scripts/office/unpack.py document.docx unpacked/

Converting to Images

python scripts/office/soffice.py --headless --convert-to pdf document.docx
pdftoppm -jpeg -r 150 document.pdf page

Accepting Tracked Changes

To produce a clean document with all tracked changes accepted (requires LibreOffice):

python scripts/accept_changes.py input.docx output.docx

Creating New Documents

Generate .docx files with JavaScript, then validate. The docx package is pre-installed globally; just require('docx') directly.

Setup

const { Document, Packer, Paragraph, TextRun, Table, TableRow, TableCell, ImageRun,
        Header, Footer, AlignmentType, PageOrientation, LevelFormat, ExternalHyperlink,
        InternalHyperlink, Bookmark, FootnoteReferenceRun, PositionalTab,
        PositionalTabAlignment, PositionalTabRelativeTo, PositionalTabLeader,
        TabStopType, TabStopPosition, Column, SectionType,
        TableOfContents, HeadingLevel, BorderStyle, WidthType, ShadingType,
        VerticalAlign, PageNumber, PageBreak } = require('docx');

const doc = new Document({ sections: [{ children: [/* content */] }] });
Packer.toBuffer(doc).then(buffer => fs.writeFileSync("doc.docx", buffer));

Validation

After creating the file, validate it. If validation fails, unpack, fix the XML, and repack.

python scripts/office/validate.py doc.docx

Page Size

// CRITICAL: docx-js defaults to A4, not US Letter
// Always set page size explicitly for consistent results
sections: [{
  properties: {
    page: {
      size: {
        width: 12240,   // 8.5 inches in DXA
        height: 15840   // 11 inches in DXA
      },
      margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } // 1 inch margins
    }
  },
  children: [/* content */]
}]

Common page sizes (DXA units, 1440 DXA = 1 inch):

PaperWidthHeightContent Width (1" margins)
US Letter12,24015,8409,360
A4 (default)11,90616,8389,026

Landscape orientation: docx-js swaps width/height internally, so pass portrait dimensions and let it handle the swap:

size: {
  width: 12240,   // Pass SHORT edge as width
  height: 15840,  // Pass LONG edge as height
  orientation: PageOrientation.LANDSCAPE  // docx-js swaps them in the XML
},
// Content width = 15840 - left margin - right margin (uses the long edge)

Styles (Override Built-in Headings)

Use Arial as the default font (universally supported). Keep titles black for readability.

const doc = new Document({
  styles: {
    default: { document: { run: { font: "Arial", size: 24 } } }, // 12pt default
    paragraphStyles: [
      // IMPORTANT: Use exact IDs to override built-in styles
      { id: "Heading1", name: "Heading 1", basedOn: "Normal", next: "Normal", quickFormat: true,
        run: { size: 32, bold: true, font: "Arial" },
        paragraph: { spacing: { before: 240, after: 240 }, outlineLevel: 0 } }, // outlineLevel required for TOC
      { id: "Heading2", name: "Heading 2", basedOn: "Normal", next: "Normal", quickFormat: true,
        run: { size: 28, bold: true, font: "Arial" },
        paragraph: { spacing: { before: 180, after: 180 }, outlineLevel: 1 } },
    ]
  },
  sections: [{
    children: [
      new Paragraph({ heading: HeadingLevel.HEADING_1, children: [new TextRun("Title")] }),
    ]
  }]
});

Lists (NEVER use unicode bullets)

// ❌ WRONG - never manually insert bullet characters
new Paragraph({ children: [new TextRun("• Item")] })  // BAD
new Paragraph({ children: [new TextRun("\u2022 Item")] })  // BAD

// ✅ CORRECT - use numbering config with LevelFormat.BULLET
const doc = new Document({
  numbering: {
    config: [
      { reference: "bullets",
        levels: [{ level: 0, format: LevelFormat.BULLET, text: "•", alignment: AlignmentType.LEFT,
          style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
      { reference: "numbers",
        levels: [{ level: 0, format: LevelFormat.DECIMAL, text: "%1.", alignment: AlignmentType.LEFT,
          style: { paragraph: { indent: { left: 720, hanging: 360 } } } }] },
    ]
  },
  sections: [{
    children: [
      new Paragraph({ numbering: { reference: "bullets", level: 0 },
        children: [new TextRun("Bullet item")] }),
      new Paragraph({ numbering: { reference: "numbers", level: 0 },
        children: [new TextRun("Numbered item")] }),
    ]
  }]
});

// ⚠️ Each reference creates INDEPENDENT numbering
// Same reference = continues (1,2,3 then 4,5,6)
// Different reference = restarts (1,2,3 then 1,2,3)

Tables

CRITICAL: Tables need dual widths - set both columnWidths on the table AND width on each cell. Without both, tables render incorrectly on some platforms.

// CRITICAL: Always set table width for consistent rendering
// CRITICAL: Use ShadingType.CLEAR (not SOLID) to prevent black backgrounds
const border = { style: BorderStyle.SINGLE, size: 1, color: "CCCCCC" };
const borders = { top: border, bottom: border, left: border, right: border };

new Table({
  width: { size: 9360, type: WidthType.DXA }, // Always use DXA (percentages break in Google Docs)
  columnWidths: [4680, 4680], // Must sum to table width (DXA: 1440 = 1 inch)
  rows: [
    new TableRow({
      children: [
        new TableCell({
          borders,
          width: { size: 4680, type: WidthType.DXA }, // Also set on each cell
          shading: { fill: "D5E8F0", type: ShadingType.CLEAR }, // CLEAR not SOLID
          margins: { top: 80, bottom: 80, left: 120, right: 120 }, // Cell padding (internal, not added to width)
          children: [new Paragraph({ children: [new TextRun("Cell")] })]
        })
      ]
    })
  ]
})

Table width calculation:

Always use WidthType.DXAWidthType.PERCENTAGE breaks in Google Docs.

// Table width = sum of columnWidths = content width
// US Letter with 1" margins: 12240 - 2880 = 9360 DXA
width: { size: 9360, type: WidthType.DXA },
columnWidths: [7000, 2360]  // Must sum to table width

Width rules:

  • Always use WidthType.DXA — never WidthType.PERCENTAGE (incompatible with Google Docs)
  • Table width must equal the sum of columnWidths
  • Cell width must match corresponding columnWidth
  • Cell margins are internal padding - they reduce content area, not add to cell width
  • For full-width tables: use content width (page width minus left and right margins)

Images

// CRITICAL: type parameter is REQUIRED
new Paragraph({
  children: [new ImageRun({
    type: "png", // Required: png, jpg, jpeg, gif, bmp, svg
    data: fs.readFileSync("image.png"),
    transformation: { width: 200, height: 150 },
    altText: { title: "Title", description: "Desc", name: "Name" } // All three required
  })]
})

Page Breaks

// CRITICAL: PageBreak must be inside a Paragraph
new Paragraph({ children: [new PageBreak()] })

// Or use pageBreakBefore
new Paragraph({ pageBreakBefore: true, children: [new TextRun("New page")] })

Hyperlinks

// External link
new Paragraph({
  children: [new ExternalHyperlink({
    children: [new TextRun({ text: "Click here", style: "Hyperlink" })],
    link: "https://example.com",
  })]
})

// Internal link (bookmark + reference)
// 1. Create bookmark at destination
new Paragraph({ heading: HeadingLevel.HEADING_1, children: [
  new Bookmark({ id: "chapter1", children: [new TextRun("Chapter 1")] }),
]})
// 2. Link to it
new Paragraph({ children: [new InternalHyperlink({
  children: [new TextRun({ text: "See Chapter 1", style: "Hyperlink" })],
  anchor: "chapter1",
})]})

Footnotes

const doc = new Document({
  footnotes: {
    1: { children: [new Paragraph("Source: Annual Report 2024")] },
    2: { children: [new Paragraph("See appendix for methodology")] },
  },
  sections: [{
    children: [new Paragraph({
      children: [
        new TextRun("Revenue grew 15%"),
        new FootnoteReferenceRun(1),
        new TextRun(" using adjusted metrics"),
        new FootnoteReferenceRun(2),
      ],
    })]
  }]
});

Tab Stops

// Right-align text on same line (e.g., date opposite a title)
new Paragraph({
  children: [
    new TextRun("Company Name"),
    new TextRun("\tJanuary 2025"),
  ],
  tabStops: [{ type: TabStopType.RIGHT, position: TabStopPosition.MAX }],
})

// Dot leader (e.g., TOC-style)
new Paragraph({
  children: [
    new TextRun("Introduction"),
    new TextRun({ children: [
      new PositionalTab({
        alignment: PositionalTabAlignment.RIGHT,
        relativeTo: PositionalTabRelativeTo.MARGIN,
        leader: PositionalTabLeader.DOT,
      }),
      "3",
    ]}),
  ],
})

Multi-Column Layouts

// Equal-width columns
sections: [{
  properties: {
    column: {
      count: 2,          // number of columns
      space: 720,        // gap between columns in DXA (720 = 0.5 inch)
      equalWidth: true,
      separate: true,    // vertical line between columns
    },
  },
  children: [/* content flows naturally across columns */]
}]

// Custom-width columns (equalWidth must be false)
sections: [{
  properties: {
    column: {
      equalWidth: false,
      children: [
        new Column({ width: 5400, space: 720 }),
        new Column({ width: 3240 }),
      ],
    },
  },
  children: [/* content */]
}]

Force a column break with a new section using type: SectionType.NEXT_COLUMN.

Table of Contents

// CRITICAL: Headings must use HeadingLevel ONLY - no custom styles
new TableOfContents("Table of Contents", { hyperlink: true, headingStyleRange: "1-3" })

Headers/Footers

sections: [{
  properties: {
    page: { margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } } // 1440 = 1 inch
  },
  headers: {
    default: new Header({ children: [new Paragraph({ children: [new TextRun("Header")] })] })
  },
  footers: {
    default: new Footer({ children: [new Paragraph({
      children: [new TextRun("Page "), new TextRun({ children: [PageNumber.CURRENT] })]
    })] })
  },
  children: [/* content */]
}]

Critical Rules for docx-js

  • Set page size explicitly - docx-js defaults to A4; use US Letter (12240 x 15840 DXA) for US documents
  • Landscape: pass portrait dimensions - docx-js swaps width/height internally; pass short edge as width, long edge as height, and set orientation: PageOrientation.LANDSCAPE
  • Never use \n - use separate Paragraph elements
  • Never use unicode bullets - use LevelFormat.BULLET with numbering config
  • PageBreak must be in Paragraph - standalone creates invalid XML
  • ImageRun requires type - always specify png/jpg/etc
  • Always set table width with DXA - never use WidthType.PERCENTAGE (breaks in Google Docs)
  • Tables need dual widths - columnWidths array AND cell width, both must match
  • Table width = sum of columnWidths - for DXA, ensure they add up exactly
  • Always add cell margins - use margins: { top: 80, bottom: 80, left: 120, right: 120 } for readable padding
  • Use ShadingType.CLEAR - never SOLID for table shading
  • Never use tables as dividers/rules - cells have minimum height and render as empty boxes (including in headers/footers); use border: { bottom: { style: BorderStyle.SINGLE, size: 6, color: "2E75B6", space: 1 } } on a Paragraph instead. For two-column footers, use tab stops (see Tab Stops section), not tables
  • TOC requires HeadingLevel only - no custom styles on heading paragraphs
  • Override built-in styles - use exact IDs: "Heading1", "Heading2", etc.
  • Include outlineLevel - required for TOC (0 for H1, 1 for H2, etc.)

Editing Existing Documents

Follow all 3 steps in order.

Step 1: Unpack

python scripts/office/unpack.py document.docx unpacked/

Extracts XML, pretty-prints, merges adjacent runs, and converts smart quotes to XML entities (“ etc.) so they survive editing. Use --merge-runs false to skip run merging.

Step 2: Edit XML

Edit files in unpacked/word/. See XML Reference below for patterns.

Use "Claude" as the author for tracked changes and comments, unless the user explicitly requests use of a different name.

Use the Edit tool directly for string replacement. Do not write Python scripts. Scripts introduce unnecessary complexity. The Edit tool shows exactly what is being replaced.

CRITICAL: Use smart quotes for new content. When adding text with apostrophes or quotes, use XML entities to produce smart quotes:

<!-- Use these entities for professional typography -->
<w:t>Here&#x2019;s a quote: &#x201C;Hello&#x201D;</w:t>
EntityCharacter
&#x2018;‘ (left single)
&#x2019;’ (right single / apostrophe)
&#x201C;“ (left double)
&#x201D;” (right double)

Adding comments: Use comment.py to handle boilerplate across multiple XML files (text must be pre-escaped XML):

python scripts/comment.py unpacked/ 0 "Comment text with &amp; and &#x2019;"
python scripts/comment.py unpacked/ 1 "Reply text" --parent 0  # reply to comment 0
python scripts/comment.py unpacked/ 0 "Text" --author "Custom Author"  # custom author name

Then add markers to document.xml (see Comments in XML Reference).

Step 3: Pack

python scripts/office/pack.py unpacked/ output.docx --original document.docx

Validates with auto-repair, condenses XML, and creates DOCX. Use --validate false to skip.

Auto-repair will fix:

  • durableId >= 0x7FFFFFFF (regenerates valid ID)
  • Missing xml:space="preserve" on <w:t> with whitespace

Auto-repair won't fix:

  • Malformed XML, invalid element nesting, missing relationships, schema violations

Common Pitfalls

  • Replace entire <w:r> elements: When adding tracked changes, replace the whole <w:r>...</w:r> block with <w:del>...<w:ins>... as siblings. Don't inject tracked change tags inside a run.
  • Preserve <w:rPr> formatting: Copy the original run's <w:rPr> block into your tracked change runs to maintain bold, font size, etc.

XML Reference

Schema Compliance

  • Element order in <w:pPr>: <w:pStyle>, <w:numPr>, <w:spacing>, <w:ind>, <w:jc>, <w:rPr> last
  • Whitespace: Add xml:space="preserve" to <w:t> with leading/trailing spaces
  • RSIDs: Must be 8-digit hex (e.g., 00AB1234)

Tracked Changes

Insertion:

<w:ins w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:t>inserted text</w:t></w:r>
</w:ins>

Deletion:

<w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:delText>deleted text</w:delText></w:r>
</w:del>

Inside <w:del>: Use <w:delText> instead of <w:t>, and <w:delInstrText> instead of <w:instrText>.

Minimal edits - only mark what changes:

<!-- Change "30 days" to "60 days" -->
<w:r><w:t>The term is </w:t></w:r>
<w:del w:id="1" w:author="Claude" w:date="...">
  <w:r><w:delText>30</w:delText></w:r>
</w:del>
<w:ins w:id="2" w:author="Claude" w:date="...">
  <w:r><w:t>60</w:t></w:r>
</w:ins>
<w:r><w:t> days.</w:t></w:r>

Deleting entire paragraphs/list items - when removing ALL content from a paragraph, also mark the paragraph mark as deleted so it merges with the next paragraph. Add <w:del/> inside <w:pPr><w:rPr>:

<w:p>
  <w:pPr>
    <w:numPr>...</w:numPr>  <!-- list numbering if present -->
    <w:rPr>
      <w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z"/>
    </w:rPr>
  </w:pPr>
  <w:del w:id="2" w:author="Claude" w:date="2025-01-01T00:00:00Z">
    <w:r><w:delText>Entire paragraph content being deleted...</w:delText></w:r>
  </w:del>
</w:p>

Without the <w:del/> in <w:pPr><w:rPr>, accepting changes leaves an empty paragraph/list item.

Rejecting another author's insertion - nest deletion inside their insertion:

<w:ins w:author="Jane" w:id="5">
  <w:del w:author="Claude" w:id="10">
    <w:r><w:delText>their inserted text</w:delText></w:r>
  </w:del>
</w:ins>

Restoring another author's deletion - add insertion after (don't modify their deletion):

<w:del w:author="Jane" w:id="5">
  <w:r><w:delText>deleted text</w:delText></w:r>
</w:del>
<w:ins w:author="Claude" w:id="10">
  <w:r><w:t>deleted text</w:t></w:r>
</w:ins>

Comments

After running comment.py (see Step 2), add markers to document.xml. For replies, use --parent flag and nest markers inside the parent's.

CRITICAL: <w:commentRangeStart> and <w:commentRangeEnd> are siblings of <w:r>, never inside <w:r>.

<!-- Comment markers are direct children of w:p, never inside w:r -->
<w:commentRangeStart w:id="0"/>
<w:del w:id="1" w:author="Claude" w:date="2025-01-01T00:00:00Z">
  <w:r><w:delText>deleted</w:delText></w:r>
</w:del>
<w:r><w:t> more text</w:t></w:r>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>

<!-- Comment 0 with reply 1 nested inside -->
<w:commentRangeStart w:id="0"/>
  <w:commentRangeStart w:id="1"/>
  <w:r><w:t>text</w:t></w:r>
  <w:commentRangeEnd w:id="1"/>
<w:commentRangeEnd w:id="0"/>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="0"/></w:r>
<w:r><w:rPr><w:rStyle w:val="CommentReference"/></w:rPr><w:commentReference w:id="1"/></w:r>

Images

  1. Add image file to word/media/
  2. Add relationship to word/_rels/document.xml.rels:
<Relationship Id="rId5" Type=".../image" Target="media/image1.png"/>
  1. Add content type to [Content_Types].xml:
<Default Extension="png" ContentType="image/png"/>
  1. Reference in document.xml:
<w:drawing>
  <wp:inline>
    <wp:extent cx="914400" cy="914400"/>  <!-- EMUs: 914400 = 1 inch -->
    <a:graphic>
      <a:graphicData uri=".../picture">
        <pic:pic>
          <pic:blipFill><a:blip r:embed="rId5"/></pic:blipFill>
        </pic:pic>
      </a:graphicData>
    </a:graphic>
  </wp:inline>
</w:drawing>

Dependencies (all pre-installed)

  • pandoc: text extraction (apt-installed binary; just run pandoc …).
  • docx (npm): new-document generation (installed globally; just require('docx')).
  • LibreOffice: PDF conversion (auto-configured for sandboxed environments via scripts/office/soffice.py; just call the helper).
  • Poppler: pdftoppm for image rendering (apt-installed binary).

Do NOT pip install or npm install any of these — they are already on PATH in every sandbox.

Signals

GitHub stars
25
Forks
1
Last commit
Sep 2026
Hacker News mentions
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skill
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docx-invergent-ai
Source
github.com/invergent-ai/surogates