Document layout reference

Front page

Front matter

One

A cover page built from elements; see the next section. Always followed by a page break.

Table of contents

Front matter

One

Title (Table of Contents, up to 120 characters). Depth (3, from 1 to 6): the heading levels listed.

Version history

Front matter or back matter

One in each

Title (Version History, up to 120 characters). Max versions (10, from 1 to 50).

Free-text page

Front matter or back matter

Any number

Title (blank, up to 120 characters). Body (required, up to 8,000 characters, accepts tokens).

Signature page

Back matter

One

Title (Approval, up to 120 characters). Include approver (on). Include approval date (on).

References appendix

Back matter

One

Title (References, up to 120 characters). Direction: Outgoing (default), Incoming or Both. Include broken references (off).

Logo

Your organisation's logo, or another image you upload.

Source: Tenant branding logo (default) or Uploaded image asset. Image asset: the image to show when the source is Uploaded image asset. Max width (pt) (200, from 20 to 500). Alignment (Center).

Document title

The document's name.

Alignment (Center).

Subtitle

The standard's code and name, such as ISO 9001 — Quality management systems, or the document's description when it has no standard.

Alignment (Center).

Metadata table

A two-column table of document details.

Fields: a checklist of the details to include; see below.

Free text

Your own text, such as a confidentiality notice.

Text (required, up to 2,000 characters, accepts tokens). Alignment (Center).

Image

An image you upload, such as a product photo or a certification mark.

Image asset (required). Max width (pt) (300, from 20 to 500). Alignment (Center).

Spacer

Empty vertical space.

Height (pt) (required, 24, from 2 to 400).

Signature line

A ruled line with a caption.

Label (Approved by, up to 80 characters). Show date (on): adds the approval date after the label once the document is approved.

Document Code

The document's code.

Version

The approved version number.

Status

The document's status, as shown in ComplyTrain, such as Draft or Approved.

Effective Date

The document's effective date.

Classification

The Classification banner text of the page footer.

Standard

The standard's code.

Date

The date the file was produced.

Organization

Your organisation's name.

Approved By

The name of the person who approved the document.

Approved At

The approval date.

Appendix (default)

In the References appendix block. Add that block to Back matter; its Direction and Include broken references settings choose which references are listed.

Inline section

A reference linked to a section is listed under References at the end of that section.

Footnote

A reference linked to a section is shown as a note: under Notes at the end of the section in a PDF, and as a footnote in a Word file.

Primary

The document title, level 1 and level 2 headings, and the table of contents title.

Secondary

Level 3 and lower headings.

Accent

The bar across the top of the cover page and links.

Text

Body text and table text.

Muted text

The subtitle, captions, quotations, header and footer text, cover metadata labels, and a text watermark whose Colour is blank.

Highlight background

Shaded backgrounds, such as behind code.

Table header background

The background of table header rows.

Border

Table borders, horizontal rules and signature lines.

Font

Inherit, a built-in family such as Arial, Calibri, Georgia, Times New Roman or Courier New, or a family uploaded under Manage fonts. An uploaded family is embedded in the PDF and Word files, in every weight and style you uploaded.

Size (pt)

A size in points, greater than 0 and no more than 400.

Colour

A colour as #RRGGBB, typed or picked with the swatch.

Title

The document title on the cover page.

Subtitle

The subtitle on the cover page.

Heading 1

Top-level section headings.

Heading 2

Second-level headings.

Heading 3

Third-level headings.

Body

Paragraph text.

Caption

Captions and small notes.

Table header

The header row of tables.

Table cell

The body rows of tables.

Enabled

On

Clear it to keep the header's settings but stop printing it.

Left text, Center text, Right text

Blank

The text at the left, centre and right of the header. Up to 200 characters each; accepts tokens.

Header logo

Blank

An image printed in the header, such as a small logo. Upload the image in the designer.

Skip on front page

On

Leaves the header off the cover page.

Enabled

On

Clear it to keep the footer's settings but stop printing it.

Left text

Blank

The text at the left. Up to 200 characters; accepts tokens. When blank, the footer shows your organisation's name.

Show page numbers

On

Prints Page N of M in the centre.

Center text

Blank

The text in the centre when Show page numbers is off. Up to 200 characters; accepts tokens.

Classification banner

Blank

A classification such as Internal or Confidential, up to 50 characters, printed at the right. When blank, the right side shows the date the file was produced.

Skip on front page

On

Leaves the footer off the cover page.

Mode

None

Text prints the watermark text; Image prints the watermark image. With None, no watermark is printed.

Text

DRAFT

The watermark text, up to 60 characters; accepts tokens.

Image

Blank

The image for the Image mode, such as a faint company seal. Upload the image in the designer.

Colour

#9CA3AF

The colour of the text, as #RRGGBB.

Opacity

0.08

How visible the mark is, from 0.02 (barely visible) to 0.5.

Angle (deg)

-45

The rotation in degrees, from -90 to 90.

Scope

All documents

All documents, or Draft documents only for documents whose status is Draft.

Skip on front page

On

Leaves the watermark off the cover page.

Document title

Document

{{document_title}}

The document's name.

Document code

Document

{{document_code}}

The document's code.

Version

Document

{{version}}

The approved version number. Blank before the first approval.

Status

Document

{{status}}

The document's status, as shown in ComplyTrain, such as Draft or Approved.

Effective date

Document

{{effective_date}}

The document's effective date.

Classification

Document

{{classification}}

The Classification banner text of the page footer.

Approved by

Approval

{{approved_by}}

The name of the person who approved the document. Blank before approval.

Approved at

Approval

{{approved_at}}

The approval date, such as 19 September 2026. Blank before approval.

Organization name

Branding

{{organization_name}}

Your organisation's legal name, or its display name when no legal name is recorded, from the organisation profile.

Page number

Page

{{page}}

The number of the current page. Prints only in the page header and footer.

Total pages

Page

{{total_pages}}

The number of pages. Prints only in the page header and footer.

Current date

Page

{{date}}

The date the file was produced, such as 19 September 2026.

Layout Name

Required, up to 100 characters, unique among your organisation's layouts.

Layout Description

Up to 500 characters.

Layouts per organisation

Up to 50.

Blocks per section

Up to 25 in Front matter and up to 25 in Back matter.

Colours

# followed by six hexadecimal digits, such as #0F766E.

Numbers

Within the range shown for each setting. A value outside it marks the block Incomplete.

Asset keys typed by hand

Begin with branding/ or layout-assets/.

Fonts

A built-in family or a family uploaded under Manage fonts.