Page styling

Paper

These settings should be fairly straightforward: you can choose the paper size, orientation and margins. They correspond exactly to their equivalents in MS Word.

Note, however, the difference between the top/bottom margin on the one hand (how far from the edge the headings and body text should be located?), and the header/footer margin on the other hand (how far from the edge the header or footer should be located). If a top/bottom margin is smaller than the header/footer margin, then the top/bottom margin will be implicitly increased. After all, the header/footer will necessarily need to be positioned within the top/bottom margin.

Document title layout

As suggested by its name, this setting specifies the layout of a document’s title (as set in Assemble Document > document tab > document title input box, in conjunction with the “print title” setting).

The default title layout is Arial Bold 16pt, all capitals, with 150% line spacing and 9pt spacing below the paragraph.

If you enable this setting, you can customize the title’s alignment, paragraph spacing, font and text flow settings.

With this setting, you can customize the font used for the header and footer of a page. By default, this font is equal to the body font, i.e. Arial 10pt.

In this setting, you can specify the contents that should be printed in the left, center and/or right part of the header or footer. In each of those locations, you can either enter some hard-coded text (e.g., a company’s name, copyright statement or a warning such as “confidential – for discussion purposes only”), or any of the following dynamic text fragments, which can be selected from the  dropdown menu:

fragment typecodedescription
page nr.{page-nr}The current page number.
total pages{total pages}Total number of pages in the document.
date{date}Current date, formatted in accordance with the current locale settings.
time{time}Current time, formatted in accordance with the current locale settings.
logo{logo}Default logo of the customer, as specified by the administrator.
image{image file-nr, width, height}Specific image, referred to by its file number or URL, together with its desired width and height dimensions.

If only one dimension is given, then that dimension will be treated as the maximum for both dimensions.

The dimensions can be specified in centimers (“cm”), millimeters (“mm”), pixels (“px”), points (“pt”) or inches (“i”).

Examples:
{image 1000234, 3cm, 2cm} would insert the image with file number 1000234, 3cm wide and 2cm high

{image 1000234, 2i} would insert the same image, but with the highest side (either horizontally or vertically) limited to 2 inches

{image http://www.company.com/logo.jpg}

Instead of a real URL, the URL can also refer to a text datafield:
{image {datafield 123456 logo-url}}
datafield{datafield concept-nr, fieldname}Value of a certain datafield.

For example, {datafield 123456 employee-name} would insert the value of the datafield (or data-expression) employee-name, part of concept with file-number 123456.

Note that the Concept that hosts the datafield (or data-expression) must also be used by at least one other clause in the document, even if that clause would not be visible.

You can use different settings per language, by clicking on the relevant  button. This allows you to, for example, translate the copyright warning in the various languages, or translate the English/French expression “page 5 / 15” into “pagina 5 / 15” in Dutch.

Different headers & footers

Similar to Microsoft Word, ClauseBase allows you to specify a different header/footer set for the first page and subsequent pages. This can be controlled through the hear & footer visibility box.

PDF files to merge with

Pages before / after

These settings allow you specify certain PDF-files that need to be inserted before or after the main content (i.e., the clauses you prepare in ClauseBase). 

Note that these settings have no effect when you export to a .DOCX file, or when you export with the comparison functionality enabled. (After all, when comparing legal content, you are not interested in seeing the comparison of two identical PDF files.)

These settings allow you to, for example: 

  • insert a graphics-heavy front page as the very first page of your document
  • insert a product brochure as an annex
  • insert terms & conditions or policy documents as an annex (assuming those terms & definitions are not allowed to ever be changed)

You insert those documents by typing in the file ID of the intended PDF-file. You can even insert multiple files (separated by comma’s) — for example1191694, 1191688 — which will then be inserted one after the other in the resulting PDF file. 

The file IDs refer to the image files you can upload through browse files

If you like, you can also differentiate between languages by toggling the  button. For example, while you may want the front page to remain the same across languages, you may want to change the policy documents attached at the end of the bundle, by referring to different PDF files per language. 

Background pages

These four settings (all pages, first page, last page and other pages) allow you to refer to certain PDF-files that need to be put on the background of the main content. 

Typical use cases include:

  • inserting a graphics-heavy footer prepared by your graphics department
  • inserting a specially crafted background image on the first page of the document (e.g., containing your law firm’s logo, tagline, list of partners and offices)
  • inserting a “DRAFT” message as a watermark on every page

Some notes:

  • similar to the pages before and pages after settings, you simply specify the file ID(s)
  • background other pages refers to all the pages except the first & last
  • if you refer to multiple files, they will be included in order (if they would happen to overlap, then the file you specified first will be at the bottom)
  • the PDF-file(s) you specify in background all pages will actually be inserted first, on all the page of the document; if you also happen to specify PDF files for the first/last/other pages, then those will be laid on top of the elements inserted from the background all pages PDF-file(s)
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References styling
Styling of a Binder versus subdocuments