Edition: Business, Enterprise
User-level: Director and above
Learn how to add custom fonts using Windows/Mac to be able to customise document templates in Synergy’s cloud solution.
Please keep the following points in mind when editing documents in the future, for example, downloading an Invoice Document, editing, saving, and then uploading to an invoice. This will be using a 'new' version of the document, and thus will require the same conditions of the original Document Template.
Custom fonts must be installed on the machine the document is being edited from. Word can only embed a font it can see — if a designer installed the branding fonts elsewhere, it has to be edited there.
If Word says it can't embed a font, that font is licence-restricted. There is no way to work-around this, and the specific font should be replaced with a font that exists in available fonts on the computer it's being edited from.
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:
Select and download the font file to download
If the font file is ‘zipped’, unzip the file by right clicking the .zip file/folder and then select ‘Extract’
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:
Go to the Font Book app and click the ‘plus icon’ to locate and select a font to ‘Open’
Drag the font file to the Font Book app icon int the Dock
Locate the font file in ‘Finder’, click ‘Install’ and follow the prompts
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)
Open the template using Microsoft Word
Go to File > More… > Options
Click ‘Save’ in the left side panel
Check ‘Embed fonts in the file'
Click OK
Save the Microsoft Word template
Open Synergy to upload the Microsoft Word template
Using Custom Fonts (Mac)
Generate and download the document template from Synergy
Change the font in Microsoft Word
Save the Microsoft Word template as a PDF to embed the custom font
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.
Issues & Solutions:
Issue:
I've downloaded a WORD doc from an invoice and made changes. Upon uploading it, the preview and PDF have garbled characters.
Cause:
This is a result of not having the required embedded fonts installed on your computer.
Solution:
Obtain the required fonts, and install them on the computer you're editing from. OR
Change the fonts to a font that is available on your computer, from the Fonts list in Word.