Finley Document Styling

Written By Anthony Lyon

You can set your own document style preferences in Finley.

Step 1: User Preferences

In Finley, Go to - Me > Preferences > Document Style Profile.

In the Document Style Profile, you can set your preferences for:

  • Font family

  • Body text colour

  • Heading colour

  • Table header colour

Once saved, your document preference will be reflected on all document templates exported from Finley.

Step 2: Account Details

you can also upload your practice letterhead, logo and all other user details in the Account Details section. These settings will be pulled into the Finley document placeholders.

Anthony Lyon
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