TL:DR
Document styling controls how your exported documents and meeting summaries look - fonts, colours, spacing, tables, headers, footers, and cover pages.
Access it from Settings > Company settings > Customise document styles.
Five tabs: Typography, Layout, Tables, Header & Footer, Cover Page.
Styling applies to ALL documents exported from Marloo, whether the template was uploaded or created from scratch.
Your cover page must be uploaded as a separate Word file containing only the cover page - don't build it into your template.
What is Document Styling?
Document styling lets you customise the formatting of exported documents and meeting summaries to your company branding. Set your fonts, colours, table styling, headers, footers, and cover pages once, and every document you export from Marloo will use them automatically.
This applies to all exports - whether the template was uploaded from a Word document or created from scratch in Marloo.
Path: Settings > Company settings > Customise document styles
The 5 Tabs
1. Typography
Controls text styling for your headings and body text.
Controls text styling for your headings and body text.
For Heading 1, Heading 2, and Heading 3:
Font family (e.g., Arial, Calibri)
Font size
Font colour - set using a hex colour code, or the colour picker in the Marloo styling editor. A hex code is a 6-character code starting with # that represents a specific colour (e.g., #0300C7 is a deep blue, #000000 is black, #FFFFFF is white). Use the colour picker (click the pen icon) in the styling editor and click on the original colour in your document, and it will automatically be reflected in the styling editor
Bold, Italic, Underline: Toggle these for headings as you see fit. Anything set here will override the settings in your templates for headings.
Bottom border with its own colour setting. This adds a horizontal line beneath the heading that spans the full width of the page - useful for visually separating sections.
For Normal (body) text:
Same options as headings, except there is no bottom border option
2. Layout
Controls spacing, margins, and key export options.
Controls spacing, margins, and key export options.
Paragraph and list spacing:
Spacing before and spacing after - controls the gap above and below each paragraph or list item, measured in points. Use this to adjust how tightly packed your content is. For example, setting "Spacing after" to 6pt gives a compact, professional look, while 12pt creates more breathing room between paragraphs. If your exported documents feel too cramped or too spread out, this is the setting to adjust.
Line spacing - controls the space between lines within the same paragraph (e.g., 1.0 is single-spaced, 1.15 gives slightly more room, 1.5 is one-and-a-half spacing). Most advice documents use 1.15 for readability without wasting space.
Page margins:
Preset options (e.g., Normal 1 in) or custom values for top, bottom, left, and right
Export options:
Include page breaks in exports - When enabled, horizontal lines you add in the Marloo template editor become hard page breaks in the exported document.
Include table of contents in exports - Automatically generates a table of contents. If you have a cover page enabled, the TOC appears right after it. If you don't have a cover page enabled, the TOC appears on the first page.
Pro tip: You don't need to build a table of contents into your template. Just enable this toggle and Marloo handles it automatically (see the table of contents section).
3. Tables
Controls the look of data tables in your documents. A live preview updates as you make changes.
Header row:
Background colour
Font colour
Font size
Body cells:
Background colour
Font colour
Font size
Border colour
Banded rows:
Toggle on or off
When on, set an alternating row colour for improved readability
4. Header & Footer
Upload a Word document (.docx) that contains the header and footer you want applied to your exports.
Marloo extracts just the header and footer from the document and applies them to all future exports. You can upload any document that has the right header and footer - for example, an existing SOA. Marloo only pulls the header and footer from it and ignores the rest.
5. Cover Page
Upload a Cover Page and cover letter to be applied to all exports. Here is a quick video on how to prepare this document.
Upload a Word document (.docx) that contains only your cover page. Unlike the Header & Footer tab, you cannot upload a full document here - it must contain just the cover page.
Marloo automatically adds this cover page to the front of every exported document.
Dynamic fields: You can include these placeholders in your cover page document, and Marloo will automatically fill them in with the correct details for each export:
Field | What it fills in |
`{{TITLE}}` | The document title |
`{{AUTHOR}}` | The author's name |
`{{DATE}}` | The date |
`{{CLIENT}}` | The client's name |
How to Prepare a Cover Page
[Screenshot: A Word document open with the cover page visible, showing the branded design that will be extracted]
If you have an existing document with a cover page you want to use, here's how to extract just the cover page:
Open the document in Word (e.g., a previous SOA with your branded cover page).
Go to the page immediately after your cover page.
Place your cursor before the first character on that page.
Select everything from there to the end:
Mac: Cmd + Shift + Fn + Right Arrow
Windows: Ctrl + Shift + End
Press Delete. You should now have a document with only your cover page.
Save as a new file (e.g., "Marloo Cover Page.docx").
If you want dynamic fields, type {{TITLE}}, {{AUTHOR}}, {{DATE}}, or {{CLIENT}} in the appropriate places.
Upload this file in the Cover Page tab.
Important Notes
Styling applies to all exports. Your uploaded Word template's original fonts and spacing won't automatically carry over to the exported document. Use the Typography and Layout tabs to set your brand fonts and colours.
Changes apply going forward. Existing generated documents won't be retroactively updated with new styling.
Upload your cover page separately. Don't try to build a formatted cover page into your document template - it will cause formatting issues. Use the Cover Page tab instead.
Tips
Set up styling before your first export. It only takes a few minutes and ensures every document looks right from the start.
Use the live preview in the Tables tab to dial in your table colours before exporting a full document.
If exports look different from what you expect , check the Typography and Layout tabs first. These are the most common source of styling mismatches.
Keep your cover page file simple. Complex layouts with many images can sometimes cause export issues. Test your cover page with a quick document generation to make sure it looks right.
Troubleshooting
Problem | Solution |
Exported document doesn't have my branding | Set up your fonts, colours, and table styles in Customise document styles. Your Word template's original formatting doesn't carry over automatically. |
Cover page not appearing on exports | Check that you've uploaded a .docx file in the Cover Page tab that contains only the cover page. |
Dynamic fields showing as raw text (e.g., {{CLIENT}}) | Make sure the placeholders are typed exactly as shown: `{{TITLE}}`, `{{AUTHOR}}`, `{{DATE}}`, `{{CLIENT}}`. Check for extra spaces or missing braces. |
Table of contents not generating | Enable Include table of contents in exports in the Layout tab. |
Header/footer not appearing | Make sure the uploaded .docx file actually contains a header and footer (not just text at the top/bottom of the page). |
Page breaks not working in export | Enable Include page breaks in exports in the Layout tab. Page breaks are represented by horizontal lines in the template editor. |
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