Set up utility properties

Set up utility properties


      Upon opening a document for the first time in the content layer, utility properties will be displayed. By default, these properties are set to conform to the standard settings for U.S. SEC (Securities and Exchange Commission) filings. These settings are designed to align with regulatory requirements.


Skipping Utility Properties:

      When you open a document, you have the option to skip the Utility Properties section. This action will retain the existing settings from the source document, and no changes will be made to the default configuration. This can be useful when your document's settings are already in line with your requirements.

Customizing Settings:

      Alternatively, if you wish to tailor the document's settings to match your preferences or specific needs, you can make changes within the Utility Properties. Adjust the settings as required to create a document that aligns with your unique requirements.




Document Width
  1. You can adjust the margin width of the document within the content layer. For instance, setting the margin to 50% will make the content occupy half of the document's width.
Document Align
  1. You can align the document to the left, right, or center in the content layer. Otherwise, you can choose the "Retain" option when you do not prefer to change it.
Convert to Em Dash
  1. You can convert the double to triple hyphens into EmDash. If you don't prefer to convert it, choose "Retain".
Underline for Tables
  1. When you select the "Convert" option, any underline within a cell will be converted into a cell rule. If you prefer not to convert, select "Retain".
Convert Before/After(B/A) Spacing
  1. When you select the "Convert" option, it changes the before/after paragraph spacing into empty paragraph spaces, creating room for entering details.
Non-Symbol font type
  1. Choose the "Convert" option: All font types, except for the 'Symbol' font, will be converted to the required font type selected from the drop-down list.
Font size
  1. You can set up the maximum and minimum font size, then provide the new font size whichever the text falls under the maximum and minimum font sizes. It will be converted to the font size provided in the new. For more information - Click Here.
Quotes
  1. You can convert the provided quotes into straight("   ") or smart(“  ”). If you do not prefer to change the quotes choose "None".
Page Size
  1. The table width can be adjusted based on the margin width of the document
Default Text Color
  1. When you select "Black" all font colors will be converted to black. Otherwise, choose "Retain" to keep the original font colors unchanged
Bookmark
  1. You can choose the "Remove" option to delete all bookmarks from the document. Otherwise, select "Retain" to keep the existing bookmarks. To know more about bookmarks, Click here.
Word Spacing
  1. You can choose the "Normal" option to apply even spacing between all the words. Alternatively, select the "Retain" option to keep the current word spacing unchanged
Line Height
  1. You can retain the line height, or you can remove the vertical space between the lines in the document.
Vertical Lines
  1. You can retain the table's vertical lines, or select the "Remove" option to delete the vertical lines from the document
Highlight
  1. If you have highlighted any content in the document, you can retain it by selecting the "Retain" option, or choose "Remove" to delete all highlights from the content.
Hyperlink
  1. You can use the "Retain" option to keep the hyperlinks in the document, or choose "Remove" to delete all hyperlinks. To learn how to create a hyperlink in the document, Click here
Table Padding
  1. You can select "Retain" to keep the table padding in the document, or choose the "Remove" option to eliminate the space between the content and the cell. To learn how to use table padding, Click here.
Dot Leaders
  1. In the Table of Contents, if you wish to remove the dots between the content and page numbers, select the "Remove" option. Otherwise, choose "Retain" to keep the dots.
Right Indent
  1. Remove the right indentation of the paragraph or text within the cell of the document.
Border
  1. Selecting the "Remove" option will remove the cell borders in the document. Otherwise, choose "Retain" to keep the borders.
Row Shading
  1. Selecting the "Remove" option will remove the colors from the table. Alternatively, choose "Retain" to keep the colors. To apply colors to alternative rows, Click here.


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