Executive Summary
Document styling controls how your exported documents and meeting summaries look, including fonts, colours, spacing, tables, headers, footers, and cover pages.
Access styling settings at Settings > Company Settings > Customise Document Styles. Changes apply to all documents exported from Marloo going forward.
There are five tabs to configure: Typography, Layout, Tables, Header and Footer, and Cover Page.
Set up your document styling before your first export so every document reflects your firm's visual identity from the start.
What is Document Styling?
Document styling defines the visual appearance of every document and meeting summary you export from Marloo. This includes fonts, colours, spacing, table formatting, headers, footers, and cover pages. Once configured, your styling applies consistently to all exports.
Go to Settings > Company Settings > Customise Document Styles to access the styling editor.
Styling Applies to All Exports
Any changes you make to document styling apply to all documents exported from Marloo, for all advisers on your team. This ensures a consistent look across your firm. Changes apply to all documents exported after the update.
The Five Tabs
Typography
Typography controls the fonts, sizes, colours, and formatting of your headings and body text.
Element | Options |
H1, H2, H3 headings | Font family, font size, colour, bold, italic, underline, bottom border |
Normal text | Font family, font size, colour, bold, italic, underline |
Layout
Layout controls paragraph spacing, list spacing, page margins, and export options.
Paragraph spacing. Set spacing before and after paragraphs, and line spacing within paragraphs.
List spacing. Set spacing before and after list items.
Page margins. Adjust the top, bottom, left, and right margins for your exported documents.
Export options. Toggle page breaks between sections and enable or disable the table of contents.
Tables
Tables controls the appearance of table headers, body cells, and row banding.
Element | Options |
Header row | Background colour, font colour, font size |
Body cells | Background colour, font colour, font size, border colour |
Banded rows | Toggle alternating row colours on or off |
In the Tables section, setting padding to 0 applies the default spacing, which is slightly larger than standard. Counterintuitively, setting padding to 1 gives you the smallest possible cell padding. For compact tables, set padding to 1.
Use the live preview to check your table styling before saving.
Header and Footer
Upload a Word document (.docx) that contains your desired header and footer. Marloo extracts the header and footer from the uploaded file and applies them to all exported documents.
To set this up:
Create a Word document with only your desired header and footer (the body content does not matter).
Go to the Header & Footer tab and upload the file.
Marloo will extract and apply the header and footer to all future exports.
Cover Page
Upload a Word document (.docx) containing only your cover page design. Marloo will use this as the first page of every exported document.
Marloo automatically infers the dynamic fields from your cover page. If your cover page contains text that matches one of the supported placeholders below, Marloo will replace it with the correct value at export time. You do not need to configure this separately.
Placeholder | What it inserts |
| The document title |
| The adviser's name |
| The generation date |
| The client's name |
To extract a cover page from an existing document, open the document in Word, select only the cover page content, paste it into a new document, and save that as your cover page file.
Tips
Set up before your first export. Configuring your styling early means every document reflects your firm's identity from day one.
Use the live preview. The Tables tab includes a live preview so you can see changes before saving.
Check Typography and Layout together. If your documents look off, mismatches between heading sizes and paragraph spacing are a common cause.
Keep your cover page simple. Complex layouts with multiple images or layered elements may not render as expected. A clean design with dynamic fields works best.
Upload header and footer separately from cover page. The header/footer upload and cover page upload are different files and serve different purposes.
Frequently Asked Questions
Do styling changes affect previously created documents?
Yes. Styling changes apply to all documents exported after the update. If you re-export or export a document that was created before the change, the new styling will be used.
Can individual advisers have different styling?
No. Document styling is firm-wide and applies to all advisers on your team. All exports use the same Typography, Layout, Tables, Header and Footer, and Cover Page settings.
What file format should I use for the header/footer and cover page uploads?
Both require a Word document (.docx) file. Marloo extracts the relevant elements from the uploaded file.
Troubleshooting
Issue | Solution |
No branding or styling 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 that the upload completed successfully. |
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 file has an actual header and footer defined in Word (not just text at the top or bottom of the page body). |
Page breaks not working | Enable the page breaks toggle in the Layout tab under export options. |
Page breaks between every section | Adjust spacing and page break settings in the Layout tab. |
"Your Logo Placeholder" appearing | Your logo upload has been cleared or reset. Re-upload your logo in Settings > Company Settings > Customise Document Styles. |
Footer not rendering | Contact support. Footer positioning issues sometimes follow platform updates and need to be resolved on the backend. |
Related Articles
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Document Generation Quickstart - Get started generating documents