Document Preferences

In the My Account section, you can manage the default text preferences for all documents you set up in Templates or loops.

Note: these settings only apply to documents you upload and make interactive using Doc Editor. Changes to the Doc Editor text settings will automatically apply to any text field you place on a new document. These settings will not apply to any forms provided by your company or association.

Step 1: Click My Account in the profile selector menu

To access the My Account section, click on the profile selector menu at the top of the page. In the dropdown menu, click the My Account link.

Step 2: Click on the Document preferences link on the left menu

Document preferences is the third option in the list, beneath Profiles.

Step 3: Choose your desired text settings

Use the dropdowns to change the default font, style, color, and size of the text that appears in documents. The preview will change to show how each setting will appear. The following is a summary of available text options:

• Default font: Choose from Serif , Sans-Serif, or Monospaced .
• Font style: Normal, bold, italic, or bold & italic.
• Font color: Black or blue.
• Font size: Choose between 8pt to 13pt.