Before diving into how to use Templi's themes feature, it's important to understand the difference between themes and inline styling:
What is Inline Styling?
Inline styling refers to formatting that is applied directly to specific text or elements, such as:
Making a particular word bold or italic
Changing the color of a specific paragraph
Adjusting the size of certain text
Adding a border to one specific table
Inline styles override your theme settings but only for the specific elements where they're applied.
You apply inline styles by highlighting text, tables, lists and manually changing their appearance
What is a Theme?
A theme is a collection of predefined styles that apply to your entire document. It includes:
Font families and sizes for body text and headings
Color schemes for text, backgrounds, and accents
Table formatting (borders, cell padding, header styles)
List styles and spacing
Think of a theme as a "master blueprint" for your document's appearance. When you change a setting in your theme, it automatically updates all elements using that style throughout your document.
Why Themes Are Better Than Inline Styling
Consistency: Ensures all elements look uniform throughout your document
Efficiency: Change the appearance of multiple elements at once
Professionalism: Creates a polished, cohesive look
Maintainability: Easier to update documents as your branding evolves
Simplicity: Eliminates the need to remember specific font sizes or color codes
For financial advisors creating client-facing documents, using themes rather than inline styling results in more professional reports that maintain consistency and build client confidence.
Introduction to Themes
Themes in Templi allow you to create and apply consistent styling across your entire document. Instead of formatting each paragraph, table, and list individually, you can set up a theme once and have it automatically applied to all elements in your document. This guide will walk you through how to use this powerful feature.
Creating a New Theme
Navigate to the Themes tab in the top menu
Click Create New Theme
Enter a name for your theme in the Name field
Choose whether to make this your default theme by selecting Yes or No
Setting a theme as default will automatically apply it to all newly created documents
Customizing Your Theme
Base Theme Settings
Fonts
Click on Fonts in the Base Theme section
Select a Body Font from the dropdown (over 1,800 fonts available)
Choose the font Weight (Regular, Bold, etc.) and Size
Set Line height, Letter spacing, and Paragraph spacing
Select text Alignment and Decoration options
Choose text Case formatting
Configure additional text styles for Title, Heading 1, Heading 2, and Heading 3
Colors
Click on Colors in the Base Theme section
When you create a theme we automatically create these pre-defined colors, but you can remove and edit these if you wish:
Accent: For highlighting important elements
Primary: Main brand or document color
Text Body: Standard text color
Primary Dark: Darker version of your primary color
Text Heading: Color for headings and titles
Primary Light: Lighter version of your primary color
Click Add Color to create additional custom colors
Click on any color swatch to open the color picker with RGB, HEX, and HSL options
What are RGB, HEX and HSL?
They are color systems used by computers to represent any color you can imagine. You can simply copy and paste these values from Microsoft Word or use a Color picker browser extension to grab them from anywhere you wish
Element Styling
Tables
Click on Tables in the Elements section
Select Default Table Style to edit or click Add Table Style to create a new one
Configure table appearance:
Border Preset: Choose from options like All Borders, Outer Borders, etc.
Border Style: Select Solid, Dashed, etc.
Border Width: Set the thickness of table borders
Border Color: Choose a color for table borders
Cell Padding: Set spacing inside cells
Click "Individual" to customise the padding more precisely (left padding, top padding, right padding, bottom padding)
Customize Row Styles for specific rows:
First Row: Often used for headers
Inner Rows: For content rows
Last Row: For summary or footer rows
Even/Odd Rows: For alternating row colors
Custom Row: For specific row styling
Add Column Styles to format specific columns differently
First Column: Often used for label rows
Inner Columns: For content columns
Last Column: For summary columns
Even/Odd Columns: For alternating column colors
Custom Row: For specific column styling
Bullet Lists
Click on Bullet Lists in the Elements section
Customize the appearance of all bullet lists in your document
Set different styling for various list levels
Using Your Themes
Applying a Theme to a Document
Open your document or create a new one
Go to the Themes tab in the top menu
Click on the theme you want to apply from the available options
Your document will immediately update with the new styling
Managing Multiple Themes
Create different themes for various types of documents (reports, fact finds, etc.)
Switch between themes by selecting them from the Themes tab
Update a theme by clicking the menu icon (three dots) next to its name and selecting Edit
Understanding "Revert to Theme"
The "Revert to Theme" function is a powerful tool that removes all inline styles and returns document elements to the current theme's styling. This feature can be quite important to understand, as it affects how your document appears.
Two Ways to Revert to Theme
1. Revert Selected Text
To revert only a portion of your document:
Highlight the specific text you want to revert
Go to the Home tab in the top menu
Click Revert to Theme
The selected text will lose any custom formatting and return to the theme's styling
2. Revert Entire Document
To revert your entire document at once:
Go to the Themes tab in the top menu
Click Revert to theme button on the right side
All elements in your document will be reset to match the current theme
Important Warning
When you use "Revert to Theme," you will lose ALL inline styles that were applied outside of the theme settings. This includes:
Custom font sizes
Manually applied colors
Font family changes
Individual table formatting
Special text formatting (bold, italic, etc.)
Custom spacing
A warning message will appear to confirm that you want to proceed with this action. This is not reversible, so be certain before confirming.
When to Use "Revert to Theme"
When your document has inconsistent formatting that you want to clean up
After copying and pasting content from other sources that brought unwanted styles
When you want to start fresh with your theme's styling
When preparing a finalized document to ensure visual consistency
Microsoft Word Compatibility
Themes are preserved when exporting to Microsoft Word
Custom fonts will be maintained in Word exports
When importing Word documents, Templi will automatically create a theme based on the document's styling
Best Practices
Start with a theme: Before adding content, set up your theme first
Try to avoid inline styles: Use theme settings instead of applying formatting directly to text when possible
Limit your color palette: Use 3-5 colors for a professional look
Be consistent with fonts: Use no more than 2-3 different fonts in a document
Create themed templates: Save documents with themes as templates for future use
Test your exports: Check how your themed documents look when exported to Word