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DOCX Export Styles

Download the default DOCX style, update the Word styles you need, and upload it back to Everbility to control how your exported documents look.


Start with the Default DOCX Style

The easiest way to create your own DOCX export style is to start with Everbility's default file.

To download it:

  1. Click your avatar in the top right corner.
  2. Open AI Preferences.
  3. Go to DOCX Export Styles.
  4. Click Download default.

Open that file in Microsoft Word and make your changes there.

For the best results, start with the default file instead of a blank Word document.

Update Your Styles in Word

In Word, open the Styles Pane and update the styles you want Everbility to use.

Styles Pane in Word
Styles available in Word

The most useful styles to update are usually:

  • Normal
  • Heading 1
  • Heading 2
  • Heading 3
  • table styles if you use tables often

For each style:

  1. Open the style menu in Word.
  2. Select Modify Style.
  3. Update the font, size, colour, spacing or other formatting.
  4. Save your changes.
Modify style in Word
Modify Style pop up in Word

What Parts of the File Matter?

The important thing to know is this:

  • Everbility uses the styling from the file.
  • Everbility uses the page setup from the file.
  • Everbility does not use the sample wording inside the file.

In plain language, that means you should focus on things like:

  • fonts
  • heading styles
  • margins
  • headers
  • footers
  • logos
  • page size

You do not need to type out a sample report in this file unless it helps you set up your layout.

Save the File

When you are done:

  1. Save the file as a .docx.
  2. Give it a clear name, such as Clinic Letterhead or OT Report Style.

Upload the File to Everbility

To upload it for yourself:

  1. Go to AI Preferences.
  2. Open DOCX Export Styles.
  3. Add a style name if you want one.
  4. Choose your .docx file.
  5. Click Upload style.

If you are an organisation admin, you can also upload a shared style for your team in the organisation tab.

Use the Style When Exporting

When you export a document from Writer:

  1. Click the export button.
  2. Select Docx.
  3. Choose the style you want to use.

You can choose:

  • Everbility default
  • one of your personal styles
  • a shared organisation style if one has been uploaded for your team

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