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Set your house style

Keep a library of named document styles with your fonts, type sizes, lists, header, footer and cover page, choose the default for new documents, and upload brand fonts.

For workspace adminsPlans: Free, Growth, Agency, Scale, Trial

A house style is how your documents look: the theme, the heading and body fonts, the type sizes, the list markers, the header, the footer and the cover page. Your workspace keeps a library of named styles, for example one for proposals and one for contracts.

Roles: Owner, Admin

Before you start

  • Only owners and admins can create, change or delete styles and upload fonts. Members see the library and the note "Only owners and admins can change this."
  • House styles are in Settings → Workspace, in the House style card below Brand.
  • A workspace can keep up to 20 styles.

Create a style

Go to Settings → Workspace and find the House style card. Select New style.
Enter a Name. Choose a Theme, or Custom to set your own background and text colors.
Choose a Heading font and a Body font. Each option in the list shows in its own font.
Choose a Type scale, the list styles, the header, the footer and the cover page. The preview beside the form changes as you go.
Select Make it the default if new documents should start from this style. Select Save style.

The library and the default

  • Each style shows its fonts, its type scale and its list style. A style made from an imported file also shows where it came from and which licensed font replaced the original, for example "From proposal.docx · Garamond → EB Garamond".
  • The default style has a Default label. New documents and imports start from it.
  • Select Make default on another style to change the default, or Use no default to go back to the Plutosign look.
  • Duplicate makes a copy you can change. Delete asks you to confirm. Drafts that used a deleted style go back to the default.
  • Without a default style, new documents use the Plutosign look.

Fonts

  • The font list has sans serif and serif families. Every one is open-licensed (SIL Open Font License) and is embedded in your PDFs, so recipients see the same type in the browser and in the PDF.
  • Your brand color, set in the Brand card, still colors the headings on every theme.

Upload a brand font

Plans: Agency, Scale

Brand font upload is included in Agency and Scale. On other plans the Brand fonts section is locked, and owners and admins see a link to the plans.

  • Upload a TTF or OTF file up to 3 MB. WOFF files and font collections are not supported.
  • Upload each face as its own file: regular, bold, italic and bold italic. Faces with the same family name are grouped, up to 4 faces in one family. A face you do not upload uses the regular face.
  • A workspace can keep up to 6 uploaded families.
  • Uploaded families appear under Your fonts in the heading and body font lists.
  • Remove takes a family out of the library. Styles that used it switch to Inter. Documents you already sent keep the font.

Type scale

  • Compact, Standard and Spacious are presets for the heading sizes, the body size and the line spacing. Standard matches the sizes Plutosign has always used.
  • Custom lets you set H1, H2, H3 and body in points, and the line spacing. Each value has an allowed range, shown below the fields. Sizes cannot grow down the scale: H1 is at least as large as H2, H2 at least as large as H3, and H3 at least as large as the body.

Lists

  • Bullets: Dot, Dash or Square. Nested bullets use the next marker in the set, for example a dot, then a circle, then a square.
  • Numbering: 1., 1), a. or i. Nested numbered lists use the next style in the set, for example 1., then a., then i.
  • Header: choose where your logo sits (None, Left, Center or Right) and add a line of text, for example "Confidential". The logo is the one in the Brand card.
  • Footer: add a line of text, for example your company name and website.
  • Page numbers in the PDF adds "Page N of M" to the footer of each PDF page. The web view has no pages, so it does not show page numbers.

Cover page

  • Turn on Add a cover page and new documents made with this style start with a cover page.
  • Choose what the cover shows: Show logo, Show client and Show date.

Change the style of one document

In the document editor you can change the style of a draft without changing the library:

  • Reset to house style puts the draft back on its style, after you changed its look by hand.
  • Keep this document's style keeps the draft's own look.
  • Save as a new style adds the draft's look to your library as a new style.

What never changes

Sent and signed documents never change. When you send a document, its style is saved with it. A later change to a style, a new default or a deleted style changes only drafts and new documents.

Troubleshooting

SymptomCauseFix
"Custom sizes: H1 …" when you saveA custom size or the line spacing is outside its range.Use a value inside the range shown below the fields.
"Sizes must not grow down the scale"A smaller heading is larger than the one above it, or H3 is smaller than the body.Make H1 the largest and the body the smallest.
"A style named … already exists."Two styles cannot have the same name.Choose another name.
"Upload a TrueType (.ttf) or OpenType (.otf) font."The file is WOFF, WOFF2, a font collection or not a font.Upload the TTF or OTF file from your font supplier.
"This font cannot be embedded in a PDF."Plutosign tried to embed the file in a test PDF and could not. The file may be damaged.Use another file, or ask your font supplier for a new copy.
The Brand fonts section shows a lockYour plan does not include brand fonts.Change your plan in Settings → Billing.