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How to Customize the Color Palette, Font, and Text on a Template

To change the font, colors, or text formatting on your template, follow these steps.

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Written by Brittany
Updated over 2 months ago

This is an article about how to change the design and text formatting of your template.

To customize the participants or signatures on a template, see How to Add or Edit Participants or Signatures on a Template.

For other template support articles, go to the Related Articles section.


Step 1: Go To “My Templates”

  • Go to the My Templates sub-tab on the Document Templates page and click on the template you want to edit.

  • The document builder will load your template in Template Mode.

Step 2: Customize Your Template

You can jump to the relevant article sections by using the links below.


Changing Font Pairings

  • Click on Fonts/Colors in the Document Builder menu.

  • Under the Font Pairing header, click on the button with the current font pairing, e.g. Oswald & Noto Sans with a pencil icon next to it.

  • A Select Font Pairing box will pop up.

  • Under the new font pairing you want to use, click on the Select button.

Changing Colors

Change The Page Theme (Background Color)

  • You can change the background color of your page by going to Fonts/Colors in the Document Builder menu.

  • From there, go to Themes and click on one of the other color theme options listed, e.g., Light 2 or Dark 1.

  • To change the color options in your background color theme, go to Change The Color Palette.

Change The Color Palette

  • If you don’t like the color choices available to you in the Themes palette, go to Fonts/Colors in the Document Builder menu.

  • Choose another theme from the Color Palette drop-down list.

Formatting Text

Edit Non-Header Text on a Page

  • To edit the text in a content block on a page, such as a word or line, click on and highlight the text with the cursor.

  • A box of formatting options will pop up below or above the text.

  • From these options, you can apply bold, underline, italicize, strikethrough, or highlight formatting to your text.

  • You can also change the color of the text, change the text alignment, and create a numbered or bulleted list.

Edit Header Text on a Page

  • To edit the size of your header highlight the header text with the cursor. A box of formatting options will pop up.

  • Click on the drop down list in the center of the options box and select Heading 2, Heading 3, or Normal.

  • Using the formatting options, you can change the horizontal alignment of your header and apply bold, underline, italicize, or strikethrough formatting to header text.

Note: Numbered or bulleted lists will default to Normal text and cannot be applied to Header 2 or Header 3 Text.


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