Some Tips & Tricks
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Adding an image through uploading or copy+paste.
- Always click on the images inside the template and use the “Replace Image” function. All six versions of replacement are safe, though uploading or URL are the most commonly used.
Changing the size/orientation of the page.
- I might use different page types when making my templates, though I typically use A4. Nonetheless, each design fits only on that specific dimension. Unless you’re prepared to do everything by hand yourself, it needs to remain as the paper size (i.e., A4, letter, etc) that you received it as.
Changing the margins.
- Similar to the sizes, many elements are placed in harmony with the margins of the page. Changing these around will likely cause other elements to shift. This is not as template-breaking as the one above, but be mindful of it and use it sparingly.
Deleting “page breaks” or “sections.”
- Google Docs has a feature called “sections” which essentially allows you to do different format types across different pages. If you go to “View” in the main menu and toggle on “Show non-printing characters”, you might notice that many of my documents have something that goes either “Section Break (Continuous)” or “Section Break (Next Page)”. This ensures that formatting on one area does not change another. However, if you accidentally delete the section break division, the formatting of the latter section will merge with the formatting of the former, which can lead to “disaster.”
Exceeding text allowances.
- Pages and tables are made with certain text limits in mind. That is why my templates include Lorem Ipsum placeholders, to give you an idea of how much text will be able to fit there. If you exceed the recommended text size of a particular area, it may break the formatting of the whole page.
- So what do you do when you just have to have more text in an area? There are a few solutions. Sometimes, changing the size of images and adjusting margins accordingly can give you some space. Other times, linking to another section is safe and easy. You can also see if other design elements on the page are optional to you. Perhaps you can delete a few lines in another section to “gain them back” for the area you expanded in. You can always duplicate pages to have more space in general. And of course, you can design your own additional pages instead of using any of my exact designs again. Wherever the wind takes you! But it’s true that the only 100% safe option is to simply not exceed the text limits.
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One of my favorite features of all time is so hidden, and I don’t know why! If you highlight any text that is all the same format, right click, scroll all the way to the bottom, click on “View more actions” then you can find the life-saving button: “Select all matching text.” And yes, then anything matching that formatting in the document will become selected. This allows you to change the color, font, size, etc. of all text at once.
I toggle viewing “Show non-printing characters” on and off all the time when editing a document because it helps me see where I’ve accidentally put an enter or other thing I didn’t mean to. I will also similarly toggle text box borders “on” (by making them at least 1px) and “off” (aka 0px) in order to keep track of all the formatting.
Oftentimes, if my template has a background image, I put it up in the header. This means it doesn't get in your way when clicking around doing other things; however, it also means you need to double-click at the top of the page in order to open the heading. Only then can you select + edit the background image.
If you want (parts of) your document to look sleek and uniform, then I highly recommend using these tools:
- Image options -> position: to have your images on the right X and Y axes.
- Image options -> size and rotation: quite self-explanatory lol but good to ensure some images are the same size if you need them to be
- Table options -> table: using the alignment and indent options is a lifesaver!
- Table options -> column: to have uniform columns without having to worry about the stupid ruler
- Table options -> row: to have uniform rows without having to worry about the stupid ruler…again lol
- Just play about in the image/table options in general to see if these features enhance your work!
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I don't exactly have any good advice about editing from a mobile app because I never do it, but here are some small things I've picked up.
- If you're on a mobile device app, click the top right's three dots. Then "flip the switch" for "Print Layout." This will allow you to view any template nicely from the app. (Sadly, if someone used the gdocs editing features on an image, they will not show up for you even with this print layout function turned on, so some docs may still be inaccessible visually. See my next point.)
- Even though Google Docs has these nice options to change the colors, opacity, brightness, and contrast of images, I recommend not using them. Unfortunately, they don't show up on mobile apps at all. So this could make your document unreadable. I recommend making edits outside of gdocs or within Drawings functions. They do maintain their edits if they're Drawings instead of images.
- For some reason, various fonts change size between a desktop version and mobile app. I often check how "drastic" this will be while making the template and change to a different font if it's acting extremely varied. Otherwise, check what happens if you bold/unbold text.
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- Tables are simultaneously one of the best and worst features in Google Docs. They're fantastic for creating structured layouts, but they also have a tendency to throw a dramatic tantrum if you're not paying attention.
- Keep an eye on the fact that all tables are required to have at least one line of text above and below them, no exceptions. If you ever end up with a mysterious line break on a page by itself that can't be removed, it might be that the page before it has a table that goes all the way to the bottom. The table must leave room for this last line break on that page. You can minimize the lines on either side to smaller fonts (I typically do the one after the table to 1px) to make this a little less annoying.
- Adding multiple columns and rows then doing combinations of "Merge Cell" is definitely your friend! See what you can get up to! You can also add new tables inside cells. It's worth experimenting how this might help you.
- In order to make the border of a cell disappear, you need to make it 0px in thickness. You can try the various sizes of lines to see which ones look better for your design, and they can come in any color imaginable. The fill of a cell can also be transparent or one solid non-transparent color.
- It is possible to edit just one part of a cell's border, instead of all four sides having to be the same thing. I typically do this by clicking on just the one part of the line. It will change the top menu to only be cell border options. If you hold Shift and click other cell borders, you can change more than one border at once to the same formatting. This is how I make cells that have no borders on the left and right but do have borders on the top and bottom, for example. (There is also an arrow that comes up on the top right of your cell selection, and this also helps you select certain borders as well. This can be especially helpful for bulk-editing cell borders too!)
- If you need a cell to be even smaller, check the "Table Properties" menu. Near the bottom, find Cell Padding and decrease that size. Increase it to make it bigger, of course.
- You can copy and paste tables to repeat them somewhere else in your document; just remember that line that will appear above and below them too.
- My tables started looking so much better once I started using the Column and Row size properties to type in a number that makes them all the exact same size. It really makes a difference!
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- Avoid copy-pasting images directly into the document, as this may disrupt the formatting. Always use the "Replace Image" function instead.
- I’ve been told that if you CTRL+ALT+N, let go, then push G that you can flick through the various graphics on a page. This doesn’t work for me because I have an international keyboard lol. CTRL+ALT+N just gives me ñ…but if that works for you as a way to move onto the next image to edit, that’s great! For those of us plebians without that option, unfortunately you might have to do some silly workarounds. Such as moving an image left/right/up/down for a while when editing something behind it and putting it back when you’re done. The same goes for tables. Sometimes you’ll need to use a few line breaks to get a table out of your way and then delete them later. A small hassle for the big reward of your doc in its prettiest form though!
- If an image you want to select is behind a table, you can also right click over its location. The top option in that menu should be “Select image.” If it doesn’t work, there’s always moving the table as a back-up!
- Changing the sizes of images/drawings from the squares at the four corners of the design will make it bigger or small with a locked aspect ratio (aka it won’t warp). If you make it bigger or smaller using one of the squares in the middle top, middle left, middle right, or middle bottom individually, then the element will warp in that direction. If you are changing an element of a drawing inside the drawing menu, you need to click and hold Shift when resizing something, even with one of the corner resizers, or it will also warp.
- In my work, visuals are often added as Google "Drawings". If you click on an image, you can tell if it's a regular photo or a Drawing because a Drawing has a little bar pop up across the bottom of the selection that has an "✎ Edit " button in the bottom left.
- Drawings are completely editable (even more so than images!) once you open the Drawings Editing Window. You either click that "✎ Edit" button or double-click the Drawing image (when you already have it selected). I recommend the button because sometimes that double-click glitches. Nonetheless, either of these actions will open the Drawing Editing Window. This will allow you to replace photos and change colors of shapes like you would normally.
- It can be a lot of fun to explore the word art, cropping, gradient, etc functions of this menu…but proceed with caution, because once you save a drawing and exit the menu, you will not be able to CTRL+Z or undo-button your way into the previous versions.
- Similar to the CTRL+ALT+N/G functionality, you can use the Tab button to flick through elements in a Drawing. This means you don't have to move things out of your way to access them, which is great!
- In my newer templates, I usually put the Drawings in headers because then they aren't in your way when editing text. (This makes the text easier to edit in mobile apps, although Drawings themselves can only be edited on desktops/laptops.) To access the header, double-click at the top of the page first. Then click on the Drawing once, which will allow you to open it like normal for editing! Oftentimes, all aspects of images and shapes are combined into this one Drawing in the header (including with the background image), unless I needed to isolate something to be in front of the text. I am too lazy to click around lol
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A general guide for editing is included with all purchases automatically. This may contain some helpful information for immediate support.
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