Definition
The export template defines the styles and formatting of a document when it is exported to Word or PDF format. It specifies style settings such as font, size, color, margins, headers and footers, as well as other layout elements.
When you use a template to export a document, the template's predefined styles are automatically applied to the content, ensuring consistency in the presentation and formatting of the final document.
In other words, an export template dictates the formatting rules to follow when exporting a document, ensuring a consistent and professional appearance across all documents created from that template.
How the export template works
A template works as a preset model that defines a document's formatting and presentation. When you export a document using a template, that document follows the structure and style defined in that template. The same document exported with different templates will therefore look different depending on the settings configured in the template.
In addition, a distinctive feature of our tool is that you will not see your presentation settings directly in your document on the platform. Instead, the document will be automatically formatted according to the specifications of the chosen template only upon export.
Cutomize an export template
The export preferences feature allows you to customize templates according to your settings and save them so that you only need to configure them once.
The following resources are available to help you learn all the details about configuring export preferences:
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Configuring preferences for the organization: https://help.edilex.com/articles-fr/preferences-d-exportation-admin
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Configuring preferences at the document level: https://help.edilex.com/articles-fr/preferences-d-exportation-document
Please note that organizations that already have a custom template for their company do not have access to the export preferences feature.
Changing text formatting in export preferences versus in the document
It is important to note that if changes are made directly in the document using the Create a variant tool, these changes will take precedence over the settings defined in the template. This means that changes made locally in the document will override the template settings for that specific document. This feature provides additional flexibility to adapt each document to specific needs, even when it is based on a preset template.