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
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.
How to set it up
Option 1: .DOCX method (.docx)
In Microsoft Word:
- Open your template
- Go to File → Options → Save
- Enable Embed fonts in the file
- Save the document
- Upload the .docx in your organization settings in the Word template section
Option 2: .Dotx method (.dotx template)
- Open your Word file
- Go to File → Save As Template
- Choose Word Template (*.dotx) as file type
- Save the template
- Upload the template in your organization settings in the Word template section
Please note that embedding of fonts is only available on the Windows version of MS Word currently, so if you are using a Mac or Linux computer you will need to run a VM of Windows and run MS Word on that.