Knowledge base

Changing template settings and formatting

bottom-shape-press

Learn how to:

  • Change template settings such as the page size, margins, and padding.
  • Change the template name and description.
  • Change the template colors. 

1. Click the vertical dots icon between the Preview and Publish template buttons in the upper right-hand side of the screen.

Upon clicking, you’ll see a Document Setup menu item drop-down — click Document Setup.

Screenshot of S-Docs app.

Upon clicking, the following menu will appear:

Screenshot of S-Docs app.

2. Change your template specs. 

 

 
Note:  In S-Docs for HubSpot, you can modify your template through the following options:

 

  • Page Setup
  • Template Settings
  • Background Color

Page Setup

Click Page Setup. The following will appear:

Screenshot of S-Docs app.

Here, you can change the Paper Size and Page margins. When you have completed your changes, click Apply.

Template settings

Click Template Settings. The following menu will appear: 

Screenshot of S-Docs app.

Enter a template name and a description. The name of the document will be automatically updated in the upper left-hand corner.

Screenshot of S-Docs app.

Background color

Click Background color. The following menu will appear:

Screenshot of S-Docs app.

Here, you can change the background color for the entire document to reflect your brand colors. If your color is specific to your brand, enter its HEX value in the field provided. 

Close the menu when you are done.

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