Groups of workers usually use the same templates. But it can be time-consuming to keep everyone updated when templates are installed separately on each desktop. Instead, you can implement shared workgroup templates with a feature already built into Office.
Shared Workgroup Templates – Multiple Uses
Every desktop version of Office, Mac and Windows, includes a Workgroup templates option that allows you to set a network share as a templates folder. Templates on this share are instantly available to all users, making updates and revisions a breeze. Automatically, everyone in the office is using the same version. As long as template names remain identical, then old Word documents automatically attach themselves to the new template.
While you can only set the Workgroup Templates location in Word, once you make the change there, it also applies to PowerPoint and Excel.
The Workgroup templates network share can serve more that just templates. With some additional subfolders, it can be a source for Document Themes, including custom SuperThemes, it can hold collection of Font and Color themes. These additional files don’t show in the File>New dialog. Theme files display under the Themes dropdown, theme colors under the Colors dropdown and theme fonts under the Fonts dropdown.
Shared Workgroup Templates – Setup
To set up shared workgroup templates, first create the network location and ensure it’s accessible to all in the office without a signin. Each computer should connect to the share automatically on restart, so users don’t have to remember to manually connect before creating a new document. Create subfolders with the following names for othe file types you want to support. Document Themes for themes, with subfolders for Theme Colors and Theme Fonts. All versions of Office expect exactly the same file structure.
If the office uses Group Policies to install and configure software, you can use that feature to add the Workgroup Template location to each user installation. If you’re using “sneakernet” for configuration, here’s how to do it manually. All Office suites use a setting in Word to set the location for all the other programs
Office 2010, 2013, 2016 and 2019 for Windows
In Word, choose File>Options>Advanced.
Scroll down to the General section of Advanced and click on the File Locations… button.
Select the Workgroup templates line, then click on the Modify button.
In the dialog that opens, enter the path to the network share in the Folder name field, or use the window controls to navigate to the folder. Select the folder and click on OK. OK all the way out and close Word
Office 2007 for Windows
In Word, click on the Office button, then on Word Options, then on Advanced..
Scroll down to the General section of Advanced and click on the File Locations… button.
Select the Workgroup templates line, then click on the Modify button.
In the dialog that opens, enter the path to the network share in the Folder name field, or use the window controls to navigate to the folder. Select the folder and click on OK. OK all the way out and close Word.
Office 2003 and earlier for Windows
In Word, choose Tools>Options and click on the File Locations tab.
Select the Workgroup templates line, then click on the Modify button.
In the dialog that opens, enter the path to the network share in the Folder name field, or use the window controls to navigate to the folder. Select the folder and click on OK. OK all the way out and close Word.
Office 2016 and 2019 for Mac
In Word, choose Word>Preferences>File Locations.
Select the Workgroup templates line, then click on the Modify button.
In the dialog that opens, use the window controls to navigate to the folder. Select the folder and click on Open. OK out and close Word
Office 2011 and earlier for Mac
In Word, choose Word>Preferences>File Locations.
Select the Workgroup templates line, then click on the Modify button.
In the dialog that opens, use the window controls to navigate to the folder. Select the folder and click on Choose. OK out and close Word
Shared Workgroup Templates in Use
Here’s how to access Workgroup templates in Office programs
Office 2016 and 2019 for Windows
Choose File>New.
Click on Custom.
Click on Workgroup Templates, select a template, then click on Create.
Office 2013 for Windows
Choose FILE>New.
Click on SHARED.
Click on a template.
Office 2010 for Windows
Choose File>New>My Templates.
On the Personal Templates tab, select a template, then click on OK. This tab also shows local templates on the user’s computer.
Office 2007 for Windows
Click on the Office button, then on New.
Click on My templates…
Select the My Templates tab. Workgroup templates are displayed along with local templates in the same pane.
Office 2003 and earlier for Windows
Click on File>New. The New Document pane opens at the side of the window.
On the New Document pane, click on On my computer…
Select a template from the General pane and click on OK. This pane shows a mix of local and workgroup templates.
Office 2016 and 2019 for Mac
Choose File>New from Template…. The Document Gallery opens
In the upper left corner, click on the Work link. This link only appears when you have a Workgroup Templates location set in Preferences.
Select a template, then click on Create.
Office 2011 for Mac
Choose File>New from Template. The Document Gallery opens.
Click on Workgroup Templates in the left-hand TEMPLATES list..
Select a template and click on Choose.
Office 2008 for Mac
Choose File>Project Gallery. The Project Gallery opens.
Click on My Templates in the left-hand Category list..
Select a template and click on Open. This window will show a mix of Workgroup and local templates.
Shared Workgroup Templates – Shortcomings
In addition to templates and themes, a local templates folder also serves custom Chart and SmartArt templates. Neither of these formats is supported by Workgroup Templates, so those templates must still be installed locally on each user’s computer.
Please note: Microsoft has modified the nature of OLE links. It’s no longer possible to maintain relative OLE links (linked Excel and Word) in current versions of Office. The directions below will allow you to re-establish a broken link, but when you update the linked file, PowerPoint will write an abolute path. If you’re relinking other object types, like images, audio or video, this article will allow you to create permanent relative, semi-relative and absolute paths.
Someone sends you a presentation linked to an Excel file. The links don’t work and you can’t fix them without redoing them. Here’s how to fix broken PowerPoint links with a one minute of XML Hacking.
This article is really just for PowerPoint for Mac users. If you have the Windows version, you can fix broken links by choosing File>Info, then clicking on Edit Links to Files in the right-hand column under Related Documents. (Please note, the Edit Links option only appears if you actually have a link in the open presentation.) Word and Excel for Mac already have utilities to fix links.
If you haven’t hacked XML before, please read XML Hacking: An Introduction and XML Hacking: Editing in macOS. This article mentions Excel, which I’ve used as an example, but the same advice is true for Word files linked to PowerPoint. OLE Links to other formats, like PDF, are simply not supported on macOS.
In Office, links to documents include the complete path. Of course, when you move those linked files to a new computer, the path is always different, so the links must be corrected. The symptoms of a broken link depends on the type of link that was created. If the file creator selected a workbook section or chart, then used Paste Special to paste in a link, you’ll see this message when you double-click on the Excel excerpt:
But the creator may have used Insert>Object instead, and chosen to link rather than embed the file. Then you’ll see this when you try to edit:
Then after dismissing that dialog, you’ll see the first one about the server error.
Fix Broken PowerPoint Links – The Steps
The issue is that a path is embedded in the PowerPoint file, and that path must be edited. Open the file in BBEdit.
The XML we need to change is associated with the slide(s) on which the Excel item is placed. So lets look. In the left-hand window, click on ppt. Then select slides then the _rels folder. Rels is short for relationships, and it’s the mechanism in every OOXML folder that tells PowerPoint where to find the objects in use.
The _rels folder has a .rels file for each slide in the presentation. Open the file for the slide containing the linked Excel. If the link was inserted using Paste Special, it will look like this (Pay attention to the third line and scroll all the way to the right. The path to be edited is in bold):
Since the Excel item was inserted on a Windows computer, the path uses backslashes instead of forward slashes. There are two path syntaxes that are acceptable. If both the file linked to and the presentation containing the link are in your User folder, you can use a relative path and the linked file will open up immediately. If the file linked to is on a network share or somewhere on your disk outside your user folder, you will have to use an absolute path and you will get a challenge from Office when you open the link.
Let’s do the relative path first. In this example, the Excel file is in my user Documents folder and the PowerPoint is in my user Downloads folder. So I edit:
In Unix/DOS speak, the 2 dots mean “go up one level”, out of the Downloads folder where the presentation is into the main user folder. Then the slashes lead you down into the Documents folder and subfolders to the Excel location. Once you set a relative path, you must leave the PowerPoint file in the same folder. Moving it will break the path.
Fix Broken PowerPoint Links – The Best Relative Path
For a linked file that you know will be moved from desktop to desktop, the best strategy is to place both files in the same folder. Then use this path:
Target="file:///Link2PowerPoint.xlsx"
Now even if you move it back to Windows, the linked Excel file will open as expected. As I noted above, when you open or update the linked Excel (or Word) file, PowerPoint will replace your relative path with an absolute one. This only happens with OLE links. For picture, audio, video and other file types, the relative link will remain unless you manually update.
Fix Broken PowerPoint Links – Absolute Paths
If the file to be linked to is on another disk, use an absolute path. With an absolute path, you can move the PowerPoint file anywhere on your computer or to other machines and it will still be able to find the linked file. Here’s what an absolute path looks like:
Important! A macOS absolute path must begin with Volumes, followed by a slash and the name of the disk. If your network is set up for different operating systems, you’ll probably use an IP address instead, as shown in the original file path. Consult with your IT department.
Office 2016 for Mac applications are sandboxed applications, so when you first open an Office file linked with an absolute path, you’ll see a warning:
Click on Select…, then you’ll see:
Select the correct file if it isn’t already selected, then click on Grant Access. Now double-click on the linked Excel item to edit and you’ll see this again:
OK, that’s something of a hassle, but the good thing is that you won’t see those warnings again as long as the linked file says in the same place with the same name. You also only get warned once per placed file, even if there are multiple uses of that file in your presentation.
Linked files are a huge benefit when you have a data source that is constantly being updated. Using them means your presentation can always be up to date. Now that you know how to fix the links, you have a very useful new tool.
Using the Word for Windows program interface, you can select custom content, then add it to an AutoText gallery. As an example, select a Table of Contents and then add it to the TOC Gallery using References>Table of Contents>Save Selection to Table of Contents Gallery (highlighted in red below):
Unfortunately, Mac versions of Word do not share this feature. But it’s a simple hack. If you are new to XML editing, please read XML Hacking: An Introduction. MacOS users should also read XML Hacking: Editing in macOS to avoid a couple of Mac-specific XML issues. The latter article now mentions the free XML editing plugin for the Chrome browser in the July 2018 update.
This hack will add content to other Word Galleries, like the Cover Page Gallery. Please see the last section of this article for the details.
If This is For Your Own AutoText Gallery
The directions below assume you’re adding AutoText to a template for a client. What if it’s just for yourself? In that case, you would be adding AutoText to your Normal.dotm template.
Normal.dotm is stored in your user Library folder. To find it:
Hold down the Option key, while clicking on the Go menu (macOS menu bar) and choose Library. A window opens showing your user Library.
Open ~/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.
Make a copy! If your Normal template contains any macros, other AutoText or styles, you don’t want to lose them all by making an XML editing mistake.
Add a Table of Contents to the TOC Gallery – The Steps
Make sure you’re working on a template rather than a document. We’ll be using AutoText, and AutoText is saved to the template. If you’re working on a document, the AutoText would get saved to the template attached to the document, not the document itself.
Start by making the invisible characters visible, using Word>Preferences…>View and checking All in the Show Non-Printing Characters section.
Now select the custom Table of Contents, making sure to include the paragraph mark just below it.
Choose Insert>AutoText>AutoText….
Set the Look in: dropdown to the name of the template you’re working on.
In the Enter AutoText entries here: field, give the AutoText entry a sensible name like Clientname Custom TOC.
Click on the Add button and save the template. Close Word.
Open the template file in your text editor or Chrome browser with the OOXML plugin.
Navigate to word/glossary and open document.xml, the home of all AutoText.
Search for the name you gave the TOC AutoText entry. The first few lines should look something like this:
Make 2 changes in the <w:category> section:
1. Change the w:name value from General to a more meaningful name like Custom TOC. This will display as the heading under which your custom TOC appears.
2. Change the w:gallery value from docParts to tblOfContents. This is the crucial step that makes the TOC appear in the TOC Gallery.
Resave the template file, close the editor and open it in Word.
Choose References>Table of Contents, scroll down to the Custom TOC section and choose your custom TOC.
Add Content to a Different AutoText Gallery
You can use exactly the same steps to add a custom cover to the Cover Gallery. Just change the w:category w:name value to Custom Covers and the w:gallery value to coverPg. Use the table below to find the values used for other gallery type.
Please note, the category names are Microsoft defaults, and yes, they are inconsistent whether they spell it Built-in or Built-In. Using these will group your entry with them. If you want your own category, just use a different word or phrase and Word will add it on the fly. To make the category pop to the top of a list, include a space in front of the name (Thanks to Timothy Rylatt for the suggestion):
Gallery Type
w:category w:name Values
w:gallery Value
Bibliographies
Built-In
bib
Cover Pages
Built-In
coverPg
Equations
Built-In
eq
Footers
Built-in
ftrs
Headers
Built-In
hdrs
Page Numbers
Page X, Page X of Y, Plain Number, Plain Text, With Shapes
pgNum
Page Numbers (Bottom of Page)
Page X, Page X of Y, Plain Number, Simple, With Shapes
pgNumB
Page Numbers (Margins)
Page X, Plain Number, With Shapes
pgNumMargins
Page Numbers (Top of Page)
Page X, Page X of Y, Plain Number, Simple, With Shapes
pgNumT
Placeholders
General
placeholder
Table of Contents
Built-In
tblOfContents
Tables
Built-In
tbls
Text Boxes
Built-in
txtBox
Watermarks
Confidential, Disclaimers, Urgent
watermarks
If this looks too geeky for you, we’re glad to help! Brandwares is full-service template creation service specializing in working with graphic designers and corporations. Contact me at production@brandwares.com.
I’m writing an article or two about Office Effects Themes and how you can modify them. As an example, I created the Brandwares Flat Theme, which will be of use to designers as is. This theme file gets rid of the bulgy 3-D shapes, glows and hokey shadows of the standard Microsoft themes and relies only on tints, shades and outline variations. You can use this example in 2 ways: as a theme file that you can modify and send as your own, and as an Effects Theme file that can be installed in Office for Windows to provide access to flat shapes in all other themes.
Here you can download the Flat Theme. It’s also available on our Downloads page. After downloading, you can open it in PowerPoint, create new font and color themes, apply them, then resave as a new theme. The flat shapes will travel with the theme and be automatically applied to any deck that uses the theme. If you’re an Office for Mac user, you’ll have to create a font theme using this article: XML Hacking: Font Themes.
The Flat Theme – Specs
There are 7 variants in each row of the the Shape Styles dialog, each showing the dk1 color as a background plus the 6 Accent colors. The first 2 rows feature a 0.5pt outline on the shape in a darker variant of the accent color, with the first row showing a white shape background and the second row the relevant accent color.
The third row is the one I choose most of the time: a flat shape with no outline.
The fourth row has a 50% screened-back background color with black text.
The fills for the 5th and 6th rows are 2 progressively darker shades of the accent colors. The 5th row shows a 50% shade of the color, while the 6th is a two-layer multiplier fill with a 50% shade overlaying a 50% tint. I’ve written at length about effects themes and their construction in my book about OOXML Hacking.
Users of Office 2016 for Windows and for Mac will see an additional group of Presets below the theme shape styles. Except for the stroke weight in row 2, these fills are generated automatically by the program and cannot be modified by XML.
The Flat Theme – Installing as Effects Theme
You can also use the Flat Theme as a new effects theme in Windows versions of Excel, PowerPoint or Word (Office for Mac will display effects themes embedded in a theme or template, but there is no support in the program interface for applying a different effects theme). Then it will appear in the Theme Effects dropdown of Office for Windows along with the standard Microsoft themes. Here are the steps to do that:
Download the Flat Theme from the link above and unzip it.
Change the file name from BrandwaresFlatShapes.thmx to Flat.eftx. The first part of the name can be something other than Flat, but the ending must be .eftx. No other change to the theme file is needed.
Close all Office programs.
Copy the file to the same folder as the Microsoft Theme Effects files:
Great color themes in Office are not a random collection of swatches. Each spot in a color theme has a job. Once you learn those functions, great color themes will roll out from your office.
I’m always astounded to hear a Office “professional” who says “I don’t use themes.” I’m amazed because in modern versions of Office it’s impossible to not to use themes. If you haven’t set a theme for your template, then you’re using the default Office theme. Whether you like it or not! Themes are an integral part of Office, so you’d better learn how they work.
I’ve previously covered Font Themes and how to hack them, a necessary skill for macOS creators. Check out XML Hacking: Font Themes and XML Hacking: Font Themes Complete. In this post, I’m covering the inner workings of theming to show you how to create great color themes. I’ve touched on this subject previously in Office Charts: 6 Colors Maximum! For ideas on how to include more than one color theme in a template or presentation, please see XML Hacking: Color Themes
Great Color Themes: The Basics
When you create a color theme in PowerPoint, the color set is added to the theme1.xml file in your presentation and it’s saved on your computer. If you create a second color theme, that theme is also saved to your computer, but it replaces the first one in your deck. When you’re using the user interface, each Slide Master has only 1 theme at a time. So for more color themes, create more slide masters. If the color theme is for a special purpose, like differently-colored charts, the extra slide master might have only 1 slide layout. That’s less confusing for users.
Great Color Themes: Color Slot Functions
Almost every slot in a color theme has a PowerPoint function, a job that it fulfills for the program. If you don’t know what these are, you’ll place the wrong color in the slot and get a result that looks weird in the program interface. Needless to say, this doesn’t help your professional cred with your client.
Here’s the Color Theme editing dialog as seen in PowerPoint 2016 for Mac. In Office for Mac, you can only create color themes in PowerPoint. In Windows versions, you can create them in any Office program.
The following advice covers standard presentations that have a light background and dark text. If you’re going for the mysterious look with a dark background, then reverse the following instructions putting text colors into the light slots and backgrounds into the dark ones.
The first 4 colors are for text and backgrounds. Although all 4 are called Text/Background, that just to accommodate the occasionally light text on a dark ground, as mentioned in the previous paragraph. In reality, Dark 1 is the main text color. If you have black text in the deck, leave this set at black. You should only change this if you have no black text (Please dont’t tell me you’re doing that trendy look of black text that’s dark grey and makes it look like your printer ran out of toner. Eww.)
You may have a secondary text color for headings. That must go in the Dark 2 slot. Not in Light 1! Not in Light 2! All text colors go in the dark slots!
Light 1 is for background colors. Most of the time, this is white, so leave Light 1 set at white. If the design calls for a different background color than white, set it here.
Light 2 is the only slot in the theme that doesn’t have a secondary job. You can make this slot any color! It doesn’t matter! Woo-hoo! Let’s hold off, this is a good spot for an extra color that doesn’t fit elsewhere.
Accent 1 is the default color for inserted SmartArt, Text Boxes and Shapes. Almost all the time, you will make Accent 1 the primary corporate color. For our company, PMS 481C is the code color, so Accent 1 is the RGB equivalent in all our company themes.
If the company has a secondary brand color, Accent 2 is the logical position for it. So what about Accents 3 to 6? You’re thinking “Hey! 4 empty slots! Throw some colors in, we’re done!” Not so fast, junior.
Great Color Themes: Chart Fills
The set of Accent colors have a huge responsibility of their own: chart fills! I’ve created a color sequence to show how these are applied by PowerPoint.
Office programs fill charts using these 6 six colors in sequence. So when you’re designing, it’s best to know what that sequence is. The colors will be used in the same order:
Left to Right for Column ChartsBottom to Top for Bar ChartsFirst to Last for Line ChartsFrom 0 degrees (top dead center) clockwise for Pie Charts
If there are no additional colors in the design standards, we create a pair of lighter and darker variations of the brand colors for Accents 3 to 6. But don’t just create a pretty series of swatches! Is the chart readable when printed on a black and white laser? Can color-blind people read it? You’re a Designer! You’re supposed to be thinking of these things! The rule of thumb is to alternate darker and lighter colors in a sequence so they can be distinguished from one another even in monochrome. Not sure? Test it!
Of the 12 colors in the theme, only the first 10 are accessible to the user in color picker dialogs. The last 2, Hyperlink and Visited Hyperlink, are applied automatically when the user inserts a hyperlink in the document. I usually use 2 of the theme colors for these, rather than Microsoft’s standard colors. If there’s a blue, that’s a good choice for the hyperlink, it’s a visual cue. The followed hyperlink can be a lighter grey or other tint, if there is one in the palette.
Great Color Themes: Recognizing Trouble
Before shipping the deck, here are a few quick tests you should be performing to show any color theme problems:
Insert SmartArt: Is the text readable?Insert a chart: Does the preview look right?
If either of these look odd, you probably have a color theme problem. If the text or background of either the chart preview or SmartArt don’t match the background of the deck, you’ve probably inserted a dark color into the Light1 slot
Insert a table: Do the auto-generated variations contain many useless combinations?
Most of the autogenerated table combinations in this example are hideous and unworkable, sure sign of a bad color theme. You may also see a table style preview that looks different from the actual table. If the table preview shows a different color for table text (it will just show colored lines, not actual text), then the colors in Light2 and Dark2 have to be switched. Another problem indicator is if it appears you are selecting one color in the picker, but the actual color applied is different.
Insert a chart in Excel: Does the chart background match the worksheet background?
If you see any of the above symptoms, take the time to fix them and do it right. Your client will notice these glitches and you won’t be able to ‘splain them away.
The general method to fix these issues is to put the theme in correct order, then go through the entire deck starting with the Slide Masters, correcting the colors back to the designed appearance. This effort isn’t too bad if it’s a single template or theme you’re correcting. Groups of finished presentations are a different matter that need a more automated approach. Next time, I’ll be writing about how to repair presentations with a bad color theme, using XML Hacking.
When you choose fonts for Office, it takes a different approach than selecting typefaces for an InDesign document. One obvious difference is that you only need to install the font for a design document on the computer where it’s being created. Using the same font in an Office program will require the font to be installed on every computer using the document. Clearly, this is a much more costly solution. Aside from that, let’s look at the pitfalls of choosing fonts for Office templates.
Choosing Fonts for Office – Fake News
Most of what you see on the internet comparing font formats is wrong. Almost all modern professional fonts are OpenType format. There is PostScript-flavor OpenType, favored by Adobe and ending with .OTF And there is TrueType-flavor OpenType, Microsoft’s choice, ending with .TTF. It’s the continued use of the .TTF file ending that has misled many into thinking that they’re old-fashioned TrueType fonts. They’re not.
To verify this in macOS, open FontBook and examine a font with a .TTF ending. Make sure choose View>Show Font Info. Now look at the Kind parameter. Old-fashioned TrueType fonts would say TrueType here, but more likely you’re seeing OpenType TrueType.
In Windows, if you right-click on any file ending in .TTF and choose Properties, Type of file is reported as TrueType font file (.TTF). But this is illustrative of Windows’ relatively brain-dead design rather than any real information about the font.
Confirming this in Windows requires a few more steps. Start by opening the C:\Windows\Fonts folder. Set the View menu to Details. Now right-click in the row that displays the categories like Name, Font Style, etc. A list of avilable categories display. Choose Font Type. Now you can see that almost all the fonts are OpenType. You’ll only see TrueType if you’ve installed some old fonts from the 90s.
Choosing Fonts for Office – Designer Vanity
Designers from different geographic areas spec fonts differently. As one example, Toronto designers tend to focus on the practicalities of electronic document distribution. As a result, they will often choose Arial or Times New Roman for the user-filled portion of a template. By contrast, designers from New York focus on creating a distinct visual appearance. They choose unusual designer fonts. This creates logistical problems for their clients. They must spend money licensing for all workstations and then take time to install the fonts for each user.
Test fonts from small foundries to licensing a lot of copies. I’ve written about this issue before: Cross-platform Fonts from Small Foundries: Beware! In a mixed Windows/OS X environment, a poor quality font will not display correctly in documents that move between Mac and PC. One typical symptom is Italic text that displays as Roman or Bold when viewed on a different OS, or some similar weight/style mixup.
Choosing Fonts for Office – Collaboration
If the client uses Office documents for collaboration (Don’t know? You should be asking these questions!), you should seriously reconsider a “designer-y” font choice. When the documents arrive at your client’s client, that computer will not have the fonts and the document appearance will change drastically. Unlike web pages, Office documents do not have a font fallback setting. There is no practical way to preset which font will be substituted when the original is missing.
I know what you’re going to say next: “What about if we embed the fonts?” Here are several reasons why that might not work.
Embedding does not work at all in Office 2011 or earlier for Mac. Users of these versions can neither embed fonts, nor can they view fonts that have been embedded in Windows.
Embedding doesn’t work in Word or Excel for Mac, in both the 2016 and 2019 versions. PowerPoint 2016 for Mac users must have at least version 16.11 to view embedded fonts. The 2016 retail version (as opposed to the Office 365 subscriber version) cannot embed fonts in PowerPoint. Mac users must have at least Office 2019 retail or Office 365 version 16.17 to save embedded fonts in a PowerPoint file.
Many typefaces have restrictive embedding permissions. So even if you can embed the font and your client can see it, they will not be able to edit the document using the embedded font. You can get around this if you contact the foundry and request a version with Editable or Installable permissions. Expect to pay a surcharge for this. Some foundries charge a lot for this service, because they’re concerned about losing sales to possible piracy.
Choosing Fonts for Office – Font Families
Designers are used to Single versions of fonts. The is where each font variant appears as a separate entry in the font list in Office. If you want to change to bold or italic, you select a different font from the list. Office doesn’t usually work this way and Office users are not used to this method.
When all four faces in a font family are installed, using the bold and italic buttons has the intended effect of switching fonts.
Instead, Office users are familiar with Family fonts. This is where where a group of (usually 4) fonts is linked. To get bold or Italic variants, they click on the Bold or Italic buttons, leaving the font name the same. The foundry usually creates the font families, though there are some type utilities available that let you make a family out of single fonts. As I mentioned earlier, Microsoft hasn’t figured out how to consistently display an .OTF font family correctly. Symptoms vary but are along the lines of you choose Bold and you get Bold Italic, or a similar variant. The wrong font is shown and printed. Typocially this will manifest when moving a Windows-created document to macOS or vice versa.
If the font is not set up as a family-style font, then using the bold and italic buttons fakes the look with stroking and/or slanting the roman. The result is a disastrous visual effect.
In macOS, it’s not obvious when you are using single versus family fonts. MacOS creates family groupings on the fly. In Windows, it’s easy: install the fonts, then look at the font menu in an Office program. A font family will only have one entry for the family, while singles will list every font variant. In this screen shot, the Arials are families. Arnhem and ATC Arquette are collections of single fonts:
The Arials are families, while Arnhem and ATC Arquette are singles.
The logical conclusion to the font family approach is that your client should almost never be licensing just one or two typefaces. If four family members are not installed, Office will fake them by stroking the font for bold and slanting it for italic. As you might guess, this looks ghastly and completely off-brand.
The exceptions to this rule are:
If the document is a fillable form in Word or Excel. Those documents are typically locked so the user can’t change the font or its attributes.
The the font is used only for Headings. These are usually bold and stay that way, so there is less chance of a user applying attributes.
In either of these 2 situations, you should be able to get away with licensing a single typeface instead of a complete family.
A font family with all 4 members installed. The bold and italic button work as expected.Here is a family-style font with only the Roman installed. Using the bold or italic buttons gets you this dreadful look, plus an out-of-memory warning from Office.
If your design calls for an unusual mix of weights, like Light and Demibold instead of Regular and Bold, contact the foundry to request a custom family. There is normally a small charge for this service. However, if the licensing deal is large enough, the foundry may waive this.
Choosing Fonts for Office – 2 Solutions
To sum up, for each different font used in your design, your client should be licensing a complete family of 4 typefaces in TrueType or Truetype-flavored OpenType.
Brandwares is a font reseller and we’ve been speccing type for Office for years. If you choose us to create your templates, we can also source your client fonts in the correct format and family. This service includes free tech support. We’ll help your client with any installation or usage issues and communicate with the foundry, if necessary.
Working on your own? A simple way to eliminate all these issues is to design with the fonts that are already installed by Office. There are many faces more interesting than Arial and Times New Roman in this collection. The fonts that come with Office don’t require any additional licensing fee. They are already installed and they have relaxed embedding permissions to make collaboration easy. They are all high-quality typefaces licensed from major foundries like Monotype. Here is a list of the families that are useful for business communications (we left out Comic Sans!). For maximum compatibility among all versions of Office, use a font that is checked in every column.
Click to view larger image
This list is available as a free PDF that shows character listings for every font by clicking on the font name. Email me to get a copy: production@brandwares.com
It’s a challenge to create the absolute best quality logos for client files in Microsoft Office. Most artists choose bitmap formats for logos, usually JPEG format. Apparently this is some kind of received wisdom from artist to artist, because JPEG format is close to the worst possible format for logos. But I’ve already covered this subject in JPEG Logos? Fail! back in 2013.
Brandwares has used indexed-color PNG format for most line art (a term for non-photographic art that is mostly flat color areas). Most logos qualify as line art. But there are a couple of disadvantages to using any type of bitmap format for branding information.
With Office files, Microsoft is determined to foist image “compression” on us. I put compression in quotes because Microsoft’s solution is really downsampling by another name. Whatever the name, the results are blurry and absolutely do not reinforce the brand. All bitmap files will be downsampled unless the user chooses only a single file. You can’t protect the company logo, even with XML hacking. Let’s face it, sooner or later, bitmap logos will look like mush.
The other persistent problem with bitmap formats is what happens when you create a PDF from a document. Acrobat’s default settings assume you want to create a small file to post on a web page. This was a serious problem 20 years ago. So, once again, a software company’s helpful authoritarianism leads to default settings that cream the logos in any Office file.
Vector Formats for Best Quality Logos
For many years, we at Brandwares were aware that a vector format was a potential way out of this. Vector formats are naturals for line art, because they easily handle geometric shapes with simple coloring. But there are relatively few vector formats from which to choose, and the available formats didn’t seem up to the job.
One grandaddy of vector formats is the EPS file. Well-known to designers, the EPS doesn’t get great support in Office programs. Printing them at high resolution requires PostScript support from the printer, which is dicey in most business offices. Office programs can’t ungroup them, so adding theme color support in an Office file is out of the question.
CGM was an early contender, and is still used in technical applications. But it never got support in common file formats. SVG is making inroads on the web, but Office is only beginning to support the format.
Let’s be honest, Microsoft offers the best support to the formats it invents. For vector graphics, that is WMF and EMF. WMF is a 16-bit format that was invented in the ’90s. In practice, it’s not too useful today. All too often, WMF files do not render the inside curve of shapes like O or D. In addition, Adobe Illustrator’s WMF export is horrendous, turning every curve into a series of angled straight lines. Corel Draw does a better export, but the format is limited by its 16-bit capacity.
The format we’re left with is EMF (Enhanced MetaFile). Brandwares has developed a method to create the highest quality EMF files possible. Whatever you do, do not use EMFs exported by Adobe Illustrator! Illustrator’s curve accuracy goes down the toilet when it exports as EMF. Here’s what you’ll get, versus the type we produce:
EMF from Adobe Illustrator: wonky curves!EMF from Brandwares
We create robust logos with a tiny file size and razor sharpness at any resolution and transparent backgrounds and they will never get downsampled by Office or Acrobat!
Best Quality Logos In Use
Once we’ve placed our EMF logos in your presentation, they can be ungrouped in Windows versions of PowerPoint, then you can key part or all of it to a theme color. If your presentation contains multiple color themes, changing theme colors will change the keyed logo element automatically. This can be a slick trick for presentations with different sections in different code colors. If you’re working with a Mac, let us know and we can ungroup and key the logo parts for you.
The layout for these slides is identical. Each uses a different color theme that varies one code color.
Transparency is not supported in most EMF exports, but by importing and ungrouping the logo, you can add transparency back in. In PowerPoint, choose Drawing Tools>Shape Fill>More Fill Colors…, then set the Transparency slider. This works the other way around from Illustrator, but the units are the same. If the Illustrator file used 40% Opacity, set 60% Transparency in PowerPoint.
From L to R: each character has 10% more transparency. You can’t get this by adding transparency in Illustrator, you must re-create it in Office.
EMF are not a great candidate for objects like disclaimers. Each letter includes one or 2 complex curves, so a paragraph of text will be much larger that the same disclaimer rendered as an indexed-color PNG or even a JPEG of the same text. But for logos, they’re pretty great. You get the same small file size and pin-sharp appearance regardless of how much you enlarge it. Applying image compression or printing to a low-res PDF leaves EMF logos in pristine condition. It’s by far easiest way to create the best quality logos for Microsoft Office.
I wrote about how to create a basic font theme in 2015: XML Hacking: Font Themes. Thanks to everyone for the comments and feedback that have allowed me to refine the article and make it more helpful.
That article covered a bare bones font theme for European languages (referred to as Latin fonts in Microsoft-speak). International and multilingual users require a theme that can work with a greater variety of languages and fonts, so in this article I’m going to cover how these work and how to create them.
A More Complete Simple Theme
There’s more we can do with the very basic theme from the previous article. In the listing below, a font has been specced for only Latin fonts. Important Note: If you copy and paste these samples, you must change the non-breaking space characters to ordinary spaces. I need to use non-breaking spaces to format an HTML page, but Office will refuse to display your font theme if you don’t search and replace them with regular spaces.
In both the Major (Headings) and Minor (Body) categories, there are also ea (East Asian) and cs (Complex Scripts) entries. These theme entries are inactive until text is formatted as a relevant language. As long as your text is marked as US English (either by using the Review>Language>Set Proofing Language, or by setting the language in a Style), only the Latin theme fonts will be active. But if you mark text as Chinese, the Office program will check the theme and use the font in the ea tag instead. Likewise, Persian text will activate the cs theme font.
What will not work is to try to set an East Asian or Complex Scripts font in the Latin tag. Depending on the version and platform of Office, you’ll only get European characters showing, or the program will completely ignore your theme. Here’s a simple font theme that will work with Japanese, Arabic and European languages:
Depending on which ea or cs font you choose, it may support one or several languages. As an example, CJK fonts will support Chinese, Japanese and Korean. Of course, in a collaboration scenario, the fonts chosen should be available on both Mac and Windows, or the display of one of the langauges may get mangled with a font substitution. The best idea is to stick with fonts distributed by Microsoft with Office.
Complex Font Themes
When you crack open the XML on a document or theme, the font theme information is contained in theme/theme1.xml. This illustrates a font theme that is ready to take on the world:
For brevity, I’ve omitted the Minor font section. Instead of setting the ea and cs fonts, this font theme has entries for more tightly defined language groups and different fonts assigned to each one. This level of detail is necessary for a font theme that can be used around the world. Since I copied this listing from theme1.xml, it doesn’t have the XML opening that a standalone font theme would have.
For a complete list of all 4-letter script/language codes, search online for ISO 15924 Code Lists.
Setting up and testing a complex font theme like this is not a simple task. The font switching is automatic and is triggered by the language input setting on your computer, the language set in your template styles and the language set in the text being edited. Please post your comments, let me know of any hiccups or problems you notice and I’ll try to answer your questions.
Brandwares creates font themes to help global corporations support every language. Send me a message for ensure your files have worldwide useability: production@brandwares.com
Recently I was creating a white paper template in Word for a client and needed to insert some custom Picture Content Controls for photos that would be inserted by users. The designer had specced round-cornered pictures, but Picture Content Controls (PCC) have square corners. It didn’t take long to figure out that after selecting the PCC, I could choose the Picture Tools>Format tab of the Ribbon, then apply a Picture Style. I chose the rounded corners with reflection (fifth icon over in Word 2010), then removed the reflection.
Now I had rounded corners, but also another problem. Word keeps the corner radius in proportion to the box size, so resizing the PCC up to the right size made the radius much larger than the design. Unlike AutoShapes, Content Controls will not display a yellow radius handle to adjust the radius. I also tried resizing the PCC before applying the Picture Style, but got the same big corners.
A Picture Content Control with default corner radius.
Custom Picture Content Controls XML
When I’m stuck, I crack open the XML. Can’t leave it alone! If you’ve never opened Office files to edit their XML, read XML Hacking: An Introduction. If you’re using a Mac, you should also read XML Hacking: Editing in OS X. All document content is in word\document.xml, so I opened it and started searching. In some respects, a PCC is handled like an ordinary picture, so I found it inside a <w:drawing> tag. The information I was looking for was in this subsection:
When I spotted the line <a:prstGeom prst=”roundRect”>, I was pretty sure that’s what I was looking for. But inside that tag, there were only 2 parameters. I went for the fmla tag and changed the value from “val 8594” to “val 4000”. Because I’m experimenting, I make only 1 change, then zip the XML to test. If you make several changes and the file doesn’t open, it can take a long time to find the error.
I reopened the Word file. Success! The corner radii were about half the size. Then I just had to try several values until I found one that match the designer’s intent. Keep in mind that the fmla value is not setting any particular radius size, it’s setting the ratio of the curve to the size of the picture. So you should make the placeholders the correct size first, then try out fmla values to get the radius you want at those dimensions.
You don’t always get lucky with parameters. A few lines down I spied another setting that looked like it could be useful. While you can set the PCC border in the program interface, you can’t set the fill color. However, in the XML, I saw these tags:
Unfortunately, changing these values had no effect on the color of the Content Control. So what do these tags do? Search me, maybe someone at Microsoft knows. But I was happy to be able to set the radii to my preference. Here’s the final result:
A custom Picture Content Control with smaller corner radii.
We can provide custom Content Controls and much, much more. Get pro help with your PowerPoint project by emailing me at production@brandwares.com.
In my last post, I translated the classic method of outline numbering for macOS. But Shauna Kelly’s original steps have an element of personal preference them. We can also get reliable results from outline numbering variations.
I think one notable restriction of Shauna’s procedure is that she relies on the built-in Heading styles. Often a numbering scheme is required that has nothing to do with headings. Here’s how we can separate these concepts and create solid numbering using an arbitrary style set. This applies to both Windows and OS X versions of Word.
Outline Numbering Variation – Alternative Styles
In Shauna’s classic technique, the first step is to revise the built-in Headings 1 to 9 so that Heading 1 is independent of other styles, then all the subsequent headings inherit characteristics from Heading 1. We’ll reuse this basic concept for a different style set.
First create a style that will be the basis for the first level of your outline numbering. For a start, this style should be based on No Style (Word OSX: Format>Style>Modify>Style based on:>(no style) Word for Windows: Ctrl + Alt + Shift + S to open the Styles list>Click on Manage Styles button>Modify>Style based on:>(no style)). This style really only needs to include the font, font size, line spacing, space before and after the paragraph. Any indenting or number style will be handled later. For this article, let’s call it Number Style 1. There is one essential parameter you must set. In the Paragraph format for the style, you must set the Outline level to Level 1 (With the Modify Style dialog still open, click on Format>Paragraph>Outline level. This is the key to making this work!
Next, we’ll create the second style. Start by basing it on Number Style 1, then format whatever variation it might have, staying away from indentation or numbering. Outline numbered styles are often very similar, this style might be exactly the same as Number Style 1. However, in Format>Paragraph, Outline level must be set to Level 2. Are we picking up the pattern yet?
Each additional style in the outline numbered series must be:
based on the previous style, and
have an outline level that is one level down from the previous style.
As long as you can format a chain of styles following these principles, you should be able to get it to work with the technique on this page for OS X (replace the first section Outline Numbering in Word for OS X – The Classic Method with the procedure on this page) or Windows (replace section 3. Set up your Heading paragraph styles with this page’s technique instead.
You can create nested sets of bullet styles by following the same steps as above. When the Define new Multilevel list dialog is open, use the dropdown called Number style for this level, scroll all the way down and you’ll find 6 bullet presets and options for choosing a different bullet or a picture bullet. Nested bullet styles work like outline numbering for bullets, though they’re a new concept for most users.
Feel free to post constructive comments suggesting improvements, I’m always trying to make these articles better.
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