devexpress/agent-skills/devexpress-office-file-api-word-processing

DevExpress Word Processing Document API

The Word Processing Document API is a non-visual .NET library for creating, loading, editing, and exporting Word processing documents programmatically — without requiring Microsoft Office. It supports .docx, .doc, .rtf, .odt, .txt, .html, .mht, and WordML formats and can export to PDF, HTML, and image series. The primary entry point is RichEditDocumentServer, a server-side class suitable for console apps, ASP.NET Core, Blazor, MAUI, and background services.

When to Use This Skill

Use this skill when you need to:

• Create Word documents (.docx, .rtf, .odt) programmatically without Microsoft Office
• Load and modify existing .docx / .doc / .rtf files in .NET
• Apply character and paragraph formatting, styles, or linked styles
• Build tables, lists, hyperlinks, and bookmarks in code
• Add headers, footers, footnotes, endnotes, or watermarks
• Perform mail merge — generate personalized letters, invoices, or reports from a data source
• Search and replace text, including regex-based search
• Export Word documents to PDF, HTML, or a series of page images
• Compare two documents and produce a revision-marked result
• Accept or reject tracked changes programmatically
• Merge or split Word documents
• Work with fields (MERGEFIELD, TOC, HYPERLINK, PAGE, DATE, IF, etc.)
• Protect documents with passwords or restrict editing permissions

Prerequisites & Installation

NuGet Packages

.NET (8/9/10+)

dotnet add package DevExpress.Document.Processor

.NET Framework (4.6.2+)

Install-Package DevExpress.Document.Processor

Alternatively, reference these assemblies from the DevExpress Unified Installer: DevExpress.Data, DevExpress.Drawing, DevExpress.Office.Core, DevExpress.RichEdit.Core, DevExpress.Printing.Core, DevExpress.Pdf.Core.

Important: All DevExpress packages in a project must share the same version number. A valid DevExpress license is required.

Package Versions

Unless the user explicitly requests a specific version, always target the latest DevExpress release (v26.1 at the time of writing). dotnet add package <PackageName> without --version installs the latest stable version — prefer this form. Never pin an older version in project files, Dockerfiles, or CI/CD pipelines unless the user asks for it. This is especially important in integration scenarios (Docker, cloud deployments). All DevExpress.* packages in a project must share the same version.

Non-Windows Development (Linux, macOS, Docker, Cloud)

The SkiaSharp-based drawing engine is enabled automatically on non-Windows platforms. Just add the DevExpress.Drawing.Skia package (plus DevExpress.Pdf.SkiaRenderer only if the app renders PDF page content): dotnet add package DevExpress.Drawing.Skia.

If you still hit a DllNotFoundException for a Skia/HarfBuzz assembly, add the SkiaSharp native asset package matching your OS (e.g., SkiaSharp.NativeAssets.Linux, SkiaSharp.NativeAssets.macOS) — see references/getting-started.md for the full setup and troubleshooting guide.

Before You Start — Ask the Developer

If the host agent has a structured question-asking tool available, use it to ask these questions one at a time with clear options — for example, Claude Code's AskUserQuestion tool or GitHub Copilot's askQuestions tool. If no such tool is available, ask the questions directly in the chat response before generating code.

Before generating code, ask these questions to avoid rework:

General Questions

1. Target framework: Are you using .NET 8+ or .NET Framework 4.x?
2. New or existing project?: Are you creating a new project or adding to an existing one?
3. Hosting model: Console app, ASP.NET Core, Blazor, MAUI, WinForms, WPF, or something else?

Word Processing–Specific Questions

1. Operation type: Create new / read existing / modify / convert / mail merge?
2. Features needed: Paragraphs & styles / tables / fields / headers-footers / mail merge / search-replace / track changes / shapes & images?
3. Output format: .docx / .rtf / .odt / PDF / HTML / image series?

Rule: If the developer's answer is ambiguous or missing, ask before generating code. Do not guess.

Component Overview

The Word Processing Document API provides:

• Document lifecycle: Create, load, save, and dispose of documents (RichEditDocumentServer, Document)
• Content authoring: Paragraphs, text runs, tables, lists, shapes, images, comments (Document, Paragraph, Table, Shape)
• Formatting: Character properties, paragraph properties, styles, linked styles, theme fonts (CharacterProperties, ParagraphProperties, ParagraphStyle, CharacterStyle)
• Fields & merge: 25+ field types, mail merge with plain and master-detail data sources (Field, MailMergeOptions)
• Output: PDF export, HTML export/import, RTF, ODT, printing, image series (RichEditDocumentServer.ExportToPdf, SaveDocument)
• Review features: Track changes, compare documents, accept/reject revisions (Document.TrackChanges, Document.Revisions)

Core Entry Point

using DevExpress.XtraRichEdit;
using DevExpress.XtraRichEdit.API.Native;
 
// Create a new document
using (var server = new RichEditDocumentServer())
{
    Document doc = server.Document;
    doc.AppendText("Hello, World!");
    server.SaveDocument("output.docx", DocumentFormat.Docx);
}
 
// Load and modify an existing document
using (var server = new RichEditDocumentServer())
{
    server.LoadDocument("input.docx", DocumentFormat.Docx);
    Document doc = server.Document;
    // ... make changes ...
    server.SaveDocument("output.docx", DocumentFormat.Docx);
}

Documentation & Navigation Guide

Getting Started

Refer to references/getting-started.md

When you need to:

• Set up the Word Processing Document API for the first time
• Understand NuGet packages and assembly references for .NET
• Create your first Word document
• Load, modify, and save documents in different formats
• See a complete working example

Getting Started — .NET Framework

Refer to references/getting-started-dotnet-fw.md

When you need to:

• Target .NET Framework 4.6.2+ specifically
• Reference DevExpress assemblies instead of NuGet packages
• Understand .NET Framework–specific differences and limitations

Text and Paragraphs

Refer to references/text-and-paragraphs.md

When you need to:

• Add, insert, or delete text and paragraphs
• Apply direct character formatting (font, size, color, bold, italic, underline)
• Apply paragraph formatting (alignment, indents, spacing, tab stops)
• Create and apply paragraph and character styles, including linked styles
• Set default document formatting
• Work with lists (bulleted, numbered, multilevel)
• Add hyperlinks, bookmarks, and comments

Tables

Refer to references/tables.md

When you need to:

• Create tables in a document
• Add, remove, or resize rows and columns
• Apply table styles and cell formatting
• Merge or split cells
• Set fixed-width columns or AutoFit behavior
• Configure repeat header rows across pages

Mail Merge

Refer to references/mail-merge.md

When you need to:

• Create or load a mail merge template
• Add MERGEFIELD, DOCVARIABLE, or INCLUDEPICTURE fields to a template
• Connect a data source (DataTable, DataSet, collection, database)
• Execute a mail merge and save or stream the result
• Build master-detail reports with table regions
• Insert images from a database during merge

Export

Refer to references/export.md

When you need to:

• Export a Word document to PDF with options (page range, PDF/A, PDF/UA-2, password)
• Export to HTML with embedded or external images
• Save as RTF, ODT, plain text, or other formats
• Export document pages as images
• Print a document with the default or custom printer settings
• Configure print options (page background, comment display)

Safer Document Processing (v26.1+)

Refer to references/safe-document-processing.md

When you need to:

• Reject oversized or structurally abnormal documents before full parsing (DoS protection)
• Strip macros, OLE objects, ActiveX, external images, and dangerous hyperlinks on load
• Remove personal metadata, revision history, and hidden content before sharing (GDPR, HIPAA, SOX)
• Inspect a document to discover what sensitive content it contains before sanitizing

Advanced Features

Refer to references/advanced-features.md

When you need to:

• Work with fields (TOC, PAGE, NUMPAGES, DATE, IF, HYPERLINK, MERGEFIELD, etc.)
• Use content controls or custom XML parts
• Enable and manage track changes
• Compare two documents and produce a diff
• Merge multiple documents or split a document by sections
• Search and replace text, including regex patterns
• Add watermarks, hyphenation settings, or VBA macro handling

Document Security

Refer to references/document-security.md

When you need to:

• Password-protect a document and restrict editing modes
• Encrypt a DOCX file with AES-256 (strong) encryption on save
• Open an existing password-encrypted file
• Grant specific users or groups permission to edit named document ranges (range permissions)
• Lock individual sections from modification

Shapes and Images

Refer to references/shapes-and-images.md

When you need to:

• Insert geometric shapes (rectangles, ellipses, arrows, etc.) into a document
• Add pictures from a file, stream, or URI
• Create and populate text boxes
• Group shapes or ungroup an existing shape group
• Embed charts (column, bar, line, Pareto, combination, etc.)
• Control shape position, size, rotation, text wrapping, and accessibility alt text
• Remove shapes or filter shapes by type

Page Setup

Refer to references/page-setup.md

When you need to:

• Set page size (paper kind) or switch between portrait and landscape
• Change page margins for a section
• Insert section breaks (next page, continuous, even/odd page, column)
• Configure page numbering per section (start number, format, continuation)
• Set up a multi-column layout
• Add page breaks within a section

Digital Signing

⚠️ This feature requires DevExpress v26.1+. Reference to be added in a future update.

Quick Start Example

using DevExpress.XtraRichEdit;
using DevExpress.XtraRichEdit.API.Native;
using System.Drawing;
 
using (var server = new RichEditDocumentServer())
{
    Document doc = server.Document;
 
    // Add a heading paragraph
    doc.BeginUpdate();
    Paragraph heading = doc.Paragraphs.Append();
    doc.InsertText(heading.Range.Start, "Getting Started with Word Processing API");
    doc.EndUpdate();
 
    // Apply heading style (bold, large font)
    CharacterProperties headingCp = doc.BeginUpdateCharacters(heading.Range);
    headingCp.Bold = true;
    headingCp.FontSize = 18;
    headingCp.ForeColor = Color.DarkBlue;
    doc.EndUpdateCharacters(headingCp);
 
    ParagraphProperties headingPp = doc.BeginUpdateParagraphs(heading.Range);
    headingPp.Alignment = ParagraphAlignment.Center;
    headingPp.SpacingAfter = Units.InchesToDocumentsF(0.2f);
    doc.EndUpdateParagraphs(headingPp);
 
    // Add a body paragraph
    Paragraph body = doc.Paragraphs.Append();
    doc.InsertText(body.Range.Start, "This document was created with DevExpress Word Processing Document API.");
 
    server.SaveDocument("QuickStart.docx", DocumentFormat.Docx);
}