Path: Documents in the left sidebar > Styles
Marloo can read your firm's styling straight out of a document you already have. You do not need to set fonts, colours, spacing or tables by hand.
Three steps: upload an existing document, add your cover page, then pick your style when you export. Do this once and every future export is branded with your company's style.
1. Upload an existing document
Find any document that is representative of your firm's styling.
Open Documents in the left sidebar and click Styles.
Click New style > Upload .docx to create a new style and upload your existing document.
Give it a descriptive name (for example, "Statement of Advice" or "Annual Review").
Marloo extracts and applies its fonts, colours, spacing, tables, and your header and footer. When your .docx file has finished uploading, once you click on the style, it will open a style pane, which looks like this.
The only thing that is not picked up is your cover page, which is a separate upload. Custom fonts downloaded to Word are currently not supported.
2. Prepare and upload your cover page
Marloo inserts your cover page ahead of the generated body on every export.
The fastest way to make one is to take an existing document with your desired cover pages and delete everything except the front pages.
Note that you can keep as many front pages as you like. One .docx can hold a cover page, then a cover letter, then a disclaimer page. Marloo inserts every page in the file, in order, ahead of the generated body.
Trim the file in Word
The goal is to strip every page except the cover page(s).
Open your document in Word.
Scroll to the first page you want to get rid of - that is, the page immediately after the last front page you want to keep.
Click at the very top left of that page, just before its first character. Your cursor needs to be there, not anywhere else.
Select everything from your cursor to the end of the document:
Mac: Command + Shift + Fn + Right Arrow
Windows: Ctrl + Shift + End
Press Delete. Only your front pages are left.
Save it as a new file - File > Save a Copy - so you don't overwrite the original SOA.
Upload it
Open your style in Documents > Styles.
Go to the Cover Page tab.
Upload the .docx you just saved.
Optional: let Marloo fill in the details
Type a placeholder into your .docx and Marloo replaces it with the real value on every export.
You only need placeholders for the values that change each time - for example, client, client address, date.
Placeholder | What it inserts |
| The client's name |
| The client's address |
| The generation date |
So Prepared for {{CLIENT}}, {{DATE}} comes out with the real name and date.
Thirteen fields exist in total - see Customise your document styling for the full list.
3. Pick your style when you export
Creating a style does not make it the automatic default. Each time you export, choose your style from the dropdown in the export dialog.
A few things worth knowing
In the Layout tab, you can choose to include page breaks or a table of contents in exports at the bottom.
You can preview your table headers in the Tables tab.
You are able to merge table cells via chat.
Check your first export. Open it in Word and look at the cover page, header, footer and a table. If something is off, open the style and adjust it - see Customise your document styling for what each tab controls.
Cover pages are per-style. If you create a second style later, upload the cover page file on that one too.
If you want your logo on the cover page, put it in the cover page .docx. The Company Logo under Settings > Company Settings is not automatically included - that one is the meeting bot's avatar.
You can have more than one style - for example a full SOA style and a shorter letter style. They all appear in the export dropdown, alongside the three built-in styles (Modern, Minimal and Traditional).
Next steps
Customise your document styling - the full reference for every styling option
How to add cover pages to Marloo exports - more detail on cover pages and dynamic fields