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Styling & formatting

The possibilities are endless when it comes to styling and formatting your custom documents in Microsoft Word.

1. Tables

2. Textboxes

3. Headers and footers

4. Text attributes


Tables

You can use tables to reformat your document in various ways. For example, if your form has a repeating section that contains a list of guests, you can condense that field data into a table:

  1. Go to the Insert tab and select the Table option.
  2. Create and style a basic table with just two rows: one for column headers, and one for field data.
  3. Reference your repeating section using the { each } tag. Place the corresponding field data (Name and Attending?) in the correct columns, and make sure to use the { end each } tag to close the repeating section.

Now, the field data from your repeating section will populate the table:

Textboxes

You can easily add textboxes to your document:

  1. Go the the Insert tab and select the Shapes option.
  2.  Use the Rectangle shape to create a basic textbox. You can also use the Rounded Rectangle shape to create a textbox with rounded corners.
  3. Right click the textbox and select Add text.
  4. Add your desired text (like a field name and field token) into the textbox.

Headers and 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.

Text attributes

When editing the text in your document (font type, size, color, etc.), you can use the Styles tab in Word to easily edit the attributes of specific text types at the same time. For example, updating the Heading 4 style will update the style of every section title in your document.

  1. Find the Styles section in the top of your Word document, and click the small arrow in the bottom right-hand corner.
  2. The Styles menu will appear. Each style type corresponds to the text on your form (see table below).
  3. Select the drop down arrow next to the style type that you want to edit, and click Select All (#) Instance/s.
  4. Select Modify. From the Modify Styles menu, you can edit the properties and formatting of your selected style. When you're finished, click OK to apply your changes.
Form Text Style
Form Title Heading 2
Repeating Section/Section/Table Title Heading 3
Sub-section Title* Heading 4
Field Label Label
Field Text Normal
Order Total Total

*Sections placed within parent sections.

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