Path: Documents in the left sidebar > Styles
This is the full reference. If you are setting up your first style, start with Set up your first document style and come back here when you want to change something specific.
The magic path
You do not have to configure fonts, colours, spacing or tables by hand. Upload one existing branded document and Marloo reads your styling out of it.
Upload an existing document. Under Documents > Styles, create a style and upload a file that represents your firm's branding. Marloo extracts its fonts, colours, spacing, tables, and your header and footer.
Add your cover page. The one thing not picked up from that file. Take an existing file that represents your firm's branding, delete everything except the front pages, and upload it in the Cover Page tab - step-by-step instructions and a short video are in Set up your first document style.
Pick your style when you export. Creating a style does not make it the automatic default. You choose it from the dropdown in the export dialog each time.
Every dynamic field
Type a placeholder into your cover page .docx and Marloo replaces it with the real value each time you export. Thirteen are available:
Placeholder | What it inserts |
| Document title (client's name removed on the cover page; see the cover-pages article) |
| The name of whoever generated the document |
| The generation date |
| The client's name |
| The client's address |
| Your company name |
| Your company address |
| Your licensee name |
| The adviser's phone number |
| The adviser ID |
| The adviser number |
| Your business number |
| Your licence number |
Format placeholders like any other text - font, size, colour and alignment all work normally. The safest way to get the exact token is the Copy variables button in the editor.
The styling editor, tab by tab
Open a style to fine-tune anything the upload extracted:
Typography - fonts, sizes, colours, and bottom borders for Heading 1/2/3 and body text. Use the colour picker (pen icon) to sample colours directly from your document.
Layout - paragraph and line spacing, page margins, page orientation, and toggles for page breaks and an auto-generated table of contents.
Tables - header row, body cells, borders, and banded rows. The live preview shows your changes as you make them, so you don't need to export to check
Header & Footer - already filled in from the document you uploaded in step 1; see below.
Cover Page - your uploaded front matter, from step 2.
Header and footer
Your header and footer come across automatically from the document you upload in step 1, so this tab is usually already populated. Open it to check them, adjust them, or upload a different .docx if you want the header and footer from another file.
Built-in styles and multiple styles
Every Marloo account starts with three built-in styles - Modern, Minimal and Traditional. You can export with any of them straight away, without configuring anything.
You can also create more than one of your own - for example a full SOA style and a shorter letter style. All of your saved styles appear in the export dialog alongside the three built-in ones.
You can also build a style from scratch in the styling editor, setting each option yourself.
Landscape orientation
Document generation templates and outputs can be formatted in landscape. Open the relevant style and change the page orientation under the Layout tab. Landscape applies to the entire document, so a single page or section cannot be turned sideways on its own.
Troubleshooting
Issue | Solution |
No branding in exports | Set up your firm style first, then select it in the export dialog - styling is applied at export, not automatically. |
Exported document has the wrong fonts or sizes | A different style was selected at export. Re-export and pick your firm's style from the dropdown. |
Cover page not appearing | Check that your cover page file was uploaded in the Cover Page tab and the upload completed. See How to add cover pages to Marloo exports. |
Dynamic fields showing as raw text | Check the placeholder syntax. Use the exact format: |
Table of contents not generating | Enable the table of contents toggle in the Layout tab under export options. |
Header or footer not appearing | Open the Header & Footer tab and confirm something was extracted. If it's empty, the file you uploaded didn't have a real header and footer defined in Word, only text at the top or bottom of the page body. Upload a file that does. |
Page numbers are wrong or missing in the export | Adjust the page numbers in the header and footer .docx for that style, then re-upload it in the Header & Footer tab. |
Spacing in the export doesn't match the spacing set in the style | Inspect the cover page and header and footer documents you uploaded. Download each one, open it in Word, and check its own paragraph and line spacing: the spacing baked into those files is a common cause of an export that doesn't match your Marloo style. Fix the spacing in the file and re-upload it. |
Logo only shows on the meeting bot, not on documents | Set your logo via Documents > Styles (inside your cover page .docx), not via the top-level Company Logo upload: that one is for the meeting bot only. |
Good to know
The style you pick at export applies to the whole document, whether the template was uploaded or built in Marloo.
Page orientation applies to the whole document too. You cannot mix portrait and landscape pages in one export. If you need both, create a second style set to landscape, export those sections separately, and merge the two documents together afterwards.
A Word template's original fonts and spacing don't carry over automatically - the styling editor is the source of truth. Note that uploading a template may automatically create new Styles in your account based on that file's formatting.
Configure paragraph-level settings such as keep with next in the Layout tab of the styling editor. That tab controls paragraph and line spacing for the whole document.
If your exports have unexpected colours or fonts, check the Style dropdown when exporting. You may be using an auto-created style instead of your firm's main brand. You can delete unwanted auto-created styles in the styling editor so your team doesn't pick them by mistake.