Path: Settings > Company settings > Customise document styles
Tip: set up your styling before your first export so every document reflects your firm's identity from day one.
The magic path
1. Upload an existing document to extract your styling
The fastest way to get started. Upload an existing branded company document (e.g. an old SOA) and Marloo will automatically extract and apply its styling — fonts, colours, spacing, tables. Your style is set in one click.
2. Open the editor to tweak
Once imported, open the styling editor to fine-tune anything across five tabs:
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/line spacing, page margins, and toggles for page breaks and an auto-generated table of contents.
Tables — header row, body cells, borders, and banded rows, with a live preview. Padding behaves a little unusually: setting padding to 0 applies the default spacing (slightly larger than standard). Setting padding to 1 gives you the smallest possible cell padding. For compact tables, set it to 1.
Header & Footer — see step 4.
Cover Page — see step 3.
3. Prepare and upload your cover page
For full instructions including dynamic placeholders and the per-style upload rule, see How to add cover pages to Marloo exports.
Your cover page typically contains things like your firm logo, cover letter, document title, client name, and date — the same things you'd put on the front page of a polished SOA.
Quick version:
Open the document in Word.
Go to the page immediately after your cover page.
Place your cursor before the first character on that page.
Select to the end: Mac: Cmd + Shift + Fn + Right Arrow / Windows: Ctrl + Shift + End
Press Delete, then save as a new file.
Optionally add dynamic fields anywhere on the page:
{{TITLE}},{{AUTHOR}},{{DATE}},{{CLIENT}}— Marloo fills these in on each export.Upload in the Cover Page tab. The cover page is per-style. If you use multiple styles, upload it on each one.
Note: the Company Logo set under Settings > Company Settings is for the meeting bot only and does not appear on exported documents. Document branding lives here, in Customise Document Styles.
4. Upload your header and footer
In the Header & Footer tab, upload any .docx that has the header and footer you want (e.g. an existing SOA). Marloo extracts only the header and footer and ignores the rest. Confirm the file has an actual header and footer defined in Word (not just text at the top or bottom of the page body) or Marloo won't be able to extract them.
Troubleshooting
Issue | Solution |
No branding in exports | Set up your styling in Settings > Company Settings > Customise Document Styles before exporting. |
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 | Confirm your uploaded .docx has an actual header and footer defined in Word, not just text at the top or bottom of the page body. |
Logo only shows on the meeting bot, not on documents | Set your logo via Settings > Company Settings > Customise Document 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
Styling applies to all exports, whether the template was uploaded or built in Marloo.
You can save multiple styles and pick which one to use at export time.
A Word template's original fonts and spacing don't carry over automatically — the styling editor is the source of truth.