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Customize document output with a DOCX template

Add custom headers, footers, fonts and more with Word templates, while Precisely continues to control the content and structure across documents in signing, review, and export.

What this does

You can upload a .docx template in your organization settings to control how documents look when they are:

  • Sent for signing
  • Shared for review
  • Exported from Precisely

This lets you define a consistent document layout and branding across all outputs.

Practical tips

  • Want your own branding? → Add a header and/or footer to the template
  • Want consistent fonts externally? → Embed fonts
  • Want tighter layout? → Adjust spacing in styles

Where to set it up

Go to:

Organization settings → Document template

Upload a .docx file to use as your default template.

How it works

When a document is generated:

  • Your uploaded template is used as the base
  • Precisely inserts the document content
  • Your layout, styles, and branding are preserved

Content = Precisely
Layout = your template

What you can control

Styles

You control how content is rendered via styles in your template:

  • Normal
  • Heading1, Heading2, Heading3
  • Quote
  • OptionTitle
  • OptionTags

You can change:

  • Fonts
  • Sizes
  • Colors
  • Spacing

Style names must stay the same, but appearance is fully customizable.

Page layout

Your template defines:

  • Page size
  • Margins
  • Columns

These are always preserved.

Headers and footers

  • If your template includes a header → it is used exactly as-is
  • If not → Precisely may insert your organization logo
  • Footers are always preserved

⚠️ Important: Fonts must be embedded

If you do not embed fonts in your template, documents may look different for recipients.

This happens because:

  • The recipient may not have your font installed
  • Word will replace it with a fallback font

Recommended setup

Embed fonts directly in your .docx template before uploading.

In Microsoft Word:

  1. Open your template
  2. Go to File → Options → Save
  3. Enable Embed fonts in the file
  4. Save the document

When fonts are embedded:

  • The correct font is preserved in all exports
  • PDFs generated from the document will also render correctly

What you cannot control

  • Document content (always replaced)
  • Which styles are applied
  • Numbered lists
  • Inline formatting (bold, italic, etc.)
  • Metadata and document properties

Required styles

Your template must include:

  • OptionTitle
  • OptionTags

If these are missing, the upload will be rejected.