Learn how to use Word's built-in tools to make your document containers match your firm's brand style.
Table of Contents
Getting Started
Ensure that you have opened your document container in Modify mode.
1. Select the gear icon from the top right corner of the triConvey Desktop App.
2. Select Document Containers from the left menu.
3. Right-click on the relevant letterhead and select Modify.
Learn more about editing your document container.
Change the font
1. Select all the text to be changed and then right-click on Normal from the Styles toolbar in Word.
2. Select Modify.
3. Change the font style and size under the Formatting section.
4. Select OK.
Change the size of the document margin
1. Select the Layout tab from Word and then expand the Page Setup toolbar.
2. Adjust the margin size and select OK once done.
Using Word Styles
If your firm has a specific style guideline used across all documents, set up Styles in Word to make it easier to apply this style consistently.
1. Right-click on Normal from the Styles toolbar in Word and select Modify.
Tip: The Normal style is the default style you use when entering text into a document.
2. The Modify Style window will now open. Make changes to fonts and formatting here.
3. Click OK.
4. Make changes to other styles if needed, such as the heading styles.
Tip: Use the Show/Hide feature in Word to help you format the document.
5. Place the cursor in front of the <<Body Content>> automation field.
6. Select Save & Close.
The styles will now be available when editing precedents that use the letterhead.
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