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Using Custom Fonts

How to use custom fonts for document templates

Updated over 2 years ago

Edition: Professional, Business, Enterprise

User-level: Director and above

Previous steps: Office365 installed to be able to use Microsoft Word for Windows/Mac

Learn how to add custom fonts using Windows/Mac to be able to customise document templates in Synergy’s cloud solution.


Downloading Fonts

Windows:

You can customise your document templates by downloading the font that matches your company brand. To add a font to Word, download and install the preferred font file online.

You can download free fonts from sites such as DaFont or import font files from a local source with the either the TrueType (file extension .ttf) and OpenType (.otf) format.

NOTE: Before you download a font online, please ensure this is a trusted source.

Follow the below instructions to download font files:

  1. Select and download the font file to download

  2. If the font file is ‘zipped’, unzip the file by right clicking the .zip file/folder and then select ‘Extract’

  3. Right click the font to install, select ‘Install’ and follow the prompts

Go to ‘Using Custom Fonts (Windows)’ to enable custom fonts within Microsoft Word using Windows.

Mac:

  1. Go to the Font Book app and click the ‘plus icon’ to locate and select a font to ‘Open’

  2. Drag the font file to the Font Book app icon int the Dock

  3. Locate the font file in ‘Finder’, click ‘Install’ and follow the prompts

  4. Once the above steps have been completed, follow the below instructions depending on the relevant operating system (Windows/Mac).

NOTE: After installing a font, the Font Book app automatically validates this file. Installed fonts are available only to you, or to anyone who uses your computer, depending on the default location you set for installed fonts.

Using Custom Fonts (Windows)

  1. Open the template using Microsoft Word

  2. Go to File > More… > Options

  3. Click ‘Save’ in the left side panel

  4. Check ‘Embed fonts in the file'

  5. Click OK

  6. Save the Microsoft Word template

  7. Open Synergy to upload the Microsoft Word template

Using Custom Fonts (Mac)

  1. Generate and download the document template from Synergy

  2. Change the font in Microsoft Word

  3. Save the Microsoft Word template as a PDF to embed the custom font

  4. Open Synergy to upload the Microsoft Word template

NOTE: Microsoft Word for Mac does not have font embedding capabilities


Depending on your operating system, download custom fonts and ensure these are enabled for use when customizing your document templates using Microsoft Word to be able to upload directly into Synergy’s cloud solution for use.

Where to next?

What other features does this relate to?

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