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Styling & formatting

You have many different options when it comes to styling and formatting your documents.

Formatting

1. Using tables

2. Creating textboxes

3. Using content in headers/footers

Styling

4. Editing text attributes


Formatting

Using tables

Your document will appear in tables and rows when you initially download it. If you do not see the tables and rows, go to the Layout section of your Table Tools in Word and select the "View Gridlines" option.

You do not need to keep your document formatted the way it appears by default. For example, you could put the information from a repeating section into a table to make it more compact. Say that we have a repeating section that asks each guest if they are attending out party:

After creating and styling a basic table, all we did was reference a repeating section titled "Name" with the { each Name } tag. We then placed the { Name } and { Attending } field tokens in the correct columns and used the { end each } tag to close the repeating section.

Now, when you merge the template with an entry, each repeating section will appear in its own table:

Creating textboxes

You can easily create your own textboxes for your document.

  • Go the the Insert tab and select the Shapes option. 

  •  Use the Rectangle shape to create a basic textbox. You can also use the Rounded Rectangle shape to create a textbox with rounded corners.

  • Right click the textbox. Here, you have the ability to edit the style, fill color, and outline color of the shape, as well as add text.

  • Add your field name and field token (or whatever you want to add) into the textbox.

  • Now, the textbox you created will appear in your document:

Using content in headers/footers

You can insert any field type into the header and footer.

  • From the Header & Footer Tools menu, select the "Different First Page" option to change what appears on the first page (i.e. taking the page numbers off of a cover page):

  • Insert fields directly into the footer; in this case, a signature field can be inserted and resized into a smaller field for collecting initials.

Styling

Editing text attributes

When editing the text in your document (ex: font type, size, color), you can use the Styles tab in Word to easily edit the attributes of every text type at the same time.

  • First, find the Styles section in the top of your Word document, and click the small arrow in the bottom right hand corner.

  • Next, the Styles menu will appear:

  • As you select text in your document, you'll see how each style type corresponds to the text on your form:
Form Text Style
Form Title Heading 2
Repeating Section Title Heading 3
Section Title Heading 4
Field Label Label
Field Text Normal
Order Total Total

 

  • Let's say you want to change the font type of the section headings on your form. To do this, select Heading 4 and click the down arrow to open the drop down menu. Choose "Modify" from the list.

  • Now, from the Modify Styles menu, you can edit the properties and formatting of Heading 4. Click OK to save your changes to each section title.

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