Important questions to ask before developing a template...

These are the first questions but there may well be more once the project has started.

 

FONTS! Do you/your client have the correct fonts installed?

Is the end user working on a PC or Mac or even both?

What version of Microsoft Office is the end user using?

What level of experience is the user?

Does it need to be locked for form field filling only?

Does it need any other functions added?

Does it need to be compatible with other software or devices?

 

 

FONTS! Do you/your client have the correct fonts installed?

If you are using the fonts installed with Microsoft the template will work fine on all computers both Mac and PC. However, here are some important points to note if you are needing templates using non- Windows standard fonts:

Generally post-script fonts do not work on PCs (unless post-script software is installed like Adobe CS) so for Word and PowerPoint templates use Open type (OTF) or True Type (TT) fonts.

Some fonts are listed differently on a Mac compared to a PC. For example, here the same JoannaMTStd.otf font is installed on Mac and PC.

Word for Windows displays the font as Joanna MT Std and Word for Mac displays it as Joanna MT

For this reason Word does not recognise the font on a Mac if the template was created on a PC and vice versa.

Fonts are often set up in Windows so they can be accessed using the Bold and Italic buttons. Two fonts are 'paired' but only one is displayed, for example, Helvetica Neue 45 Roman and Helvetica Neue 65 are installed but only Helvetica Neue 45 Roman is seen in the fonts list. Helvetica Neue 65 is accessed by checking the Bold button. It can be difficult for designers to adjust to this thought, but it is more familiar to Windows users. It is also makes it easier to select the right font.

These behaviours are down to the font foundry and not Microsoft, and some foundries can change the behaviour on request to suit the client.

 

Is the end user working on a PC or Mac or even both?

As in the last question by using the fonts installed with
Office the template will work across platforms. However, some fonts are listed differently in the Office font list on a Mac compared to a PC. In this example, the same font font
is installed on a Mac and a PC. Word for Windows displays the font as Joanna MT Std and Word for Mac displays it as Joanna MT

For this reason Word does not recognise the font on a Mac
if the template was created on a PC and vice versa. So if this font is used 2 versions of the template will be needed.

 

What version of Microsoft Office is the end user using?

All templates are optimised for the most current version of Microsoft Office the client has installed.

 

What level of experience is the user?

All templates created using styles which may not be familiar, but are a great way to ease formatting, whilst keeping the design consistent. How to use guide, phone call or Skype demonstration can be given. Other functionality and automation can be added on request.

 

Does it need to be locked for form field filling only?

Give a little description on how the template is to be used. Does it need to be locked in anyway? Is it a document that someone else fills in the blanks and returns?

 

Does it need any other functions added?

Security, areas locked, automated text fields, table of contents, merge fields, picture place holders or anything else happy to discuss options.

 

Does it need to be compatible with other software or devices?

If how it views on a phone or tablet is important it is best to make this clear at the beginning of a project. Fonts and images are amongst the issues to discuss. And extra testing may be required.

 

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