How to Set Up Document Designs
Document designs control the visual appearance of documents created with the Jump editor: headers, footers, logos, fonts, and page margins.
How to Get There
- Navigate to Apps > Documents & Storage
- Select the Design tab
You will see a list of existing designs. Click one to edit, or create a new design.
Body Typography
Set the default text appearance for the document body:
- Font family - choose from available system fonts
- Font size - set the default text size
- Line spacing - control the space between lines
- Page margins - set margins in millimetres for all four sides
Logo
Upload a practice logo for the document header:
- Upload a custom logo or use your organisation logo from branding settings
- Set the logo height in millimetres
- Choose alignment: left, centre, or right
SVG and WebP images are automatically converted to PNG for compatibility with Word exports.
Customise the document header using a rich text editor:
- Add practice name, address, contact details, or any other content
- Use merge fields for dynamic data (practice, clinician, and system fields are available in headers)
- Set the header height in millimetres
- Optionally override the font family and size or inherit from the body typography
Customise the document footer:
- Add custom content using the rich text editor
- Toggle page numbers on or off, and choose their alignment (left, centre, or right)
- Set the footer height in millimetres
- Optionally override the font or inherit from body typography
Managing Designs
- Set as Default - new documents use this design unless overridden by a template
- Duplicate - copy an existing design to create a variant
- Delete - remove a design (cannot delete the default)
- Presets - start from a pre-configured design template
Changes are saved automatically as you edit.
Tip: Create separate designs for different document types, for example one for patient letters with your full letterhead and one for internal clinical notes with minimal branding.