How Templates Work

Templates are the foundation of Reformat. A template defines the formatting rules for your document — what headings should look like, how lists are numbered, what spacing to use, and more.

What a Template Controls

  • Heading styles — how each level of heading is formatted.
  • List and numbering styles — how numbered and bulleted lists appear, including hierarchy and indentation.
  • Body text styles — the default font, size, and spacing for normal paragraphs.
  • Definition styles — how defined terms and their descriptions are formatted.
  • Signature styles — how signature blocks appear.
  • Margins and page layout — page margins, orientation, and paper size.
  • Headers and footers — what appears at the top and bottom of each page.

Built-in vs Custom Templates

Reformat comes with built-in templates for common document types. Your organisation can also create custom templates through the Template Editor on the Reformat website. See Creating Custom Templates for details.

What Happens When You Apply a Template

1. Template Import — the template’s style definitions are imported into your Word document.

2. Style Assignment — each paragraph is analysed and assigned the appropriate style. Paragraphs are wrapped in content control borders — thin outlines that show which style has been assigned. You can click inside any bordered paragraph to see and change its style.

3. Document Review — a final review pass looks for inconsistencies, edge cases, and paragraphs that may need a different style. Results appear as grouped suggestions in the Document Review section of the Advanced panel.

4. Quality Checks — template requirements are checked (headers, footers, page numbers, etc.), and if available on your plan, the Final Draft Check runs.

Content Control Borders

After formatting, you will see content control borders around paragraphs in your document. These are thin outlines that indicate Reformat has processed the paragraph.

Click inside a bordered paragraph to:

  • See which style was assigned.
  • Change the style using the dropdown in the Template Commands section.

Content control borders are removed when you tap Finalise. They do not appear in the final document.

Template Types

Default Templates — pre-built templates available to all users.

Custom Templates — create your own using the free Template Editor.

Professional Custom Templates — our team builds a custom template with specialised automation and brand controls.