Export Template Customisation & Branding
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      Customizable Microsoft Word Export Templates

      A comprehensive guide explaining how to format and style your Word export files

      Customizable Microsoft Word Export Templates

      Word export templates can be customized and modified globally and per account to fit your own branding/specification.  You can customize:

      • The page size and margins.
      • The headers and footers, including logos and branding.
      • The styles used in the document

      To modify your export template, first, download the existing template, make changes and then upload the amended version.  For information on downloading the existing template, see this article. 

       If you have not yet modified any export templates, you will have the default export template which needs to be modified.

      Once you have downloaded the default word export template you can modify the styles – how each style is used is described in the template document.

      🔔 Note: any extra styles that are added will not be used and any styles that exist should not be removed as this may cause export errors/failed exports.

      Page size:

      The page size is set in the Layout -> Page Setup -> Size dialogue

       

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      Page Margins

      Page margins are set in a similar location Layout -> Page Setup -> Margins

       

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      Headers and Footers

      Headers and footers are edited simply by clicking into the header or the footer.  The different first-page checkboxes should remain checked.

       

      3.png 

      Modifying Styles

      The styles can be accessed using the Styles toolbar in the home menu:

       

      4.png

       

      Or you can turn on the styles pane:

       

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      To modify a style, right-click on the style and select modify:

       

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      In the modify style window you can, for example:

      1. Set the font and the size.
      2. Set the foreground colour of the style.
      3. Set other font properties.
      4. Set the indentation, line and paragraph spacing.
      5. Set paragraph borders – overlines, underlines – and background colours.
      6. Define bullets and bullet colours etc.

      A Note About Fonts

      Every font is not necessarily available/installed on every computer font substitutions are ultimately in the control of the end user, but is typically a sans serif font for a sans serif font (Arial substituted for Frutiger for example) and a serif font for a serif font (Times New Roman for Garamond) and so on.

      If you want the exact font as you have specified to be used it will need to be embedded into the Word document:

      In the Word option dialogue, select the “Save” group and enable the “Embed fonts in the file” option.

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      The Finished Document

      Once the document styles have been modified, they can be uploaded to either the global, account or user template page.

      Example Default Template