Branding your reports

Branding settings apply across every report template on the account. They sit on three tabs: Brand for the firm identity, Report for the colours and alignment used in the report, and Word Downloads for settings that only affect the exported Word document.

Opening branding settings

Navigate to Settings > Branding.

Brand tab

The firm’s identity: the logo, the brand colours, and the font.

Logo

Upload the firm logo here. Where it appears on a Word download (header, footer, or not at all) is set on the Word Downloads tab.

To upload a logo:

1. Click Select a file, or drag an image onto the upload area.
2. Click Save branding.

To remove the logo, click Remove logo under the preview, then save.

Recommended size: 400 × 400 pixels. Accepted formats: PNG, JPEG. The logo is always shown on a light background, so a logo drawn for a dark background won’t read.

Colours

Two colours, Primary and Accent. Click either swatch to open the colour picker.

The primary colour drives the report headings, so setting it here is enough to brand a report. The Report tab is where you override that if the report needs a different palette.

Font

A single font applies to every heading and body block in the report. The list covers fonts installed on most machines. To use a font that isn’t in the list on Word downloads, set a custom download font on the Word Downloads tab.

Report tab

Colours and text alignment for the report itself, on screen and in the Word download.

Report colours

A dropdown chooses between Same as brand colours and Set colours manually.

On Same as brand colours, the heading colours are worked out from the primary colour on the Brand tab, and the item content colours use Curia’s defaults. The colour pickers stay hidden.

Choose Set colours manually to open the full palette, for a report that uses a different set of colours to the firm’s own.

Heading colours

Shown when the palette is set manually.

• Heading 1 Background and Heading 1 Font - section headings.
• Heading 2 Background and Heading 2 Font - group headings.
• Heading 3 Background and Heading 3 Font - item headings.
• Heading 4 Background and Heading 4 Font - metadata headings (Comment, Location in contract, Recommendation, Risk).
• Default Font - body text colour throughout the report.

Each heading background also has a Transparent checkbox. Tick it to leave that heading’s background with no fill, so the report page shows through behind the heading text. This option is on the heading backgrounds only; the font colours and Default Font are always a solid colour.

Item content highlighting

Shown when the palette is set manually. A report item can show a comment, a recommendation, a location in the contract, and a risk, each under its own heading. The heading colours above style those headings; these settings colour the value text beneath them, so you can give every risk, or every recommendation, its own colour.

Each of the four has a background and a font colour, and each background has a Transparent checkbox. Out of the box every background is transparent and the font is black, so the value text reads as ordinary body text until you set a colour.

Typography

Set the default body text alignment for report content. Changes made to individual template elements override this default.

Word Downloads tab

These settings apply to the downloaded Word document only.

Page branding

A Page branding dropdown chooses how each page of the Word download is branded: Firm logo or Letterhead images.

With Firm logo selected, two checkboxes control where the firm logo (uploaded on the Brand tab) sits on the page: Show logo in header and Show logo in footer.

With Letterhead images selected, the logo placement checkboxes are replaced by the letterhead upload slots below, and the header and footer logo checkboxes have no effect on the export.

Letterhead images

Shown when Letterhead images is the page branding mode. Upload A4 artwork; recommended size 2480 × 3508 pixels (300 DPI). Off-aspect images distort.

There are two slots:

• Letterhead - applied to every page of the Word download.
• First page (optional) - used on page 1 in place of the main Letterhead. Supply it for a distinct first page; leave it empty to use the main Letterhead on every page.

To remove either, click Remove letterhead or Remove first page letterhead under the preview, then save. Removing and saving clears that artwork from later Word downloads.

First page footer

By default the footer appears on every page of the Word download. Turn off Show footer on the first page to remove it from page 1 only, so a full-page first page letterhead isn’t interrupted by footer content. The footer still appears on every page after the first.

Page margins

Set the Top, Bottom, Left, and Right margins in centimetres. When using letterhead artwork, match the margins to the letterhead’s safe area so report content doesn’t overlap it.

Download font

Download font lets a Word download use a font that isn’t in the Brand tab’s list, such as your firm’s own font. It defaults to Same as brand font.

To use a custom font, set Download font to Custom font, then enter the font’s family name in Custom font name exactly as it’s installed on your computer. Use the family name, for example Brandon Grotesque, not a single style or weight like Brandon Grotesque Bold; Word applies bold and italic itself.

To find the family name:

• On a Mac, open Font Book, select the font, and use the name its styles are grouped under.
• On Windows, open the Settings app and go to Fonts (or open the Fonts control panel), then use the name its styles are grouped under.

A custom font applies to the Word download only. The on-screen report keeps using the font from the Brand tab, so the preview won’t match the downloaded document.

Sizing and spacing

A Sizing and spacing dropdown chooses between Basic and Advanced.

Basic exposes a single Body text size in points. Headings and lists size themselves from it, so raising the body size raises everything.

Advanced replaces it with a grid: a row for each element in the document, from body text through the four heading levels to bulleted lists, and a column for each property, from size through line spacing, the space above and below, and the left indent.

Every field can be left blank. A blank field uses the default shown in it as placeholder text, so you only fill in the properties you want to change. Clear a field to hand it back to the default.

Blank sizes track the body size: leave Heading 1 blank and it stays a set amount larger than Body text, so changing the body size moves it too. Type a size into Heading 1 and it stays at that size regardless.

Left indent doesn’t apply inside tables. Text in a table cell sits against the cell edge, and bullets in a cell keep a fixed indent, so a narrow column doesn’t lose width to an indent set for the body of the report.

Table of contents

The report’s table of contents links to each section in the Word download, and the links are always clickable. Turn on Show page numbers in the table of contents to add a page number against each entry.

Page numbers are off by default. Word doesn’t always fill them in reliably, so when they’re on they can all show as 1 until updated by hand. With them off, the table of contents stays correct with no field update needed. See Opening exported reports in Microsoft Word for how to refresh page numbers when they’re enabled.

Saving changes

Click Save branding at the bottom of the page to apply. Settings on all three tabs are saved together.

Branding changes take effect on every report generated after the save, and on any saved report version you reopen in Curia. A Word document already downloaded keeps the branding it was exported with.