Document Templates

Your outputs/documents will be formatted based on the Styles defined in the Document Template.  Styles are a Word function and understanding how they work will help you create better Document Templates and Doc Sections.

Document Templates determine the formatting and Styles for user outputs.  You can create multiple Document Templates for your users to choose from.  These templates can be added and updated via Settings > Admin settings > Add/edit Doc Templates.  Styles in Word are an important part of setting up your Document Templates.    

Creating a "Clean" Doc Template

We strongly recommend that you start from a "clean slate" from a formatting and Styles perspective when creating Document Templates and Doc Sections from existing Word documents, as those existing documents may contain fonts and styles that are inconsistent with the formatting you want in the new document.  We suggest creating new Doc Sections and templates as follows:

  1. Open a new, "clean" Word document. 
  1. Select all the text in your existing Word document and copy it. 
  1. In your new document, click Edit >> Paste Special >> Unformatted Text, which ensures that none of the formatting for the text is brought over from the existing document. 
  1. In Styles, define the headers using the Heading 1, Heading 2 or Heading 3 styles, making sure that it fits appropriately within your table of contents structure. 
  1. Re-apply formatting as necessary (bold, bullet points, etc.) using Word's formatting toolbar. 
  1. Insert graphics and images as necessary. 
  1. Leave a blank line at the bottom of the document and save it under the name of your choice. 
  1. Save the document with a name that has no blank or special characters.  Ex:  RFP_Response_Template. 
  1. Make sure the file extension is .dot or .dotx (template) when saving a Document Template. 
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