Tuesday, February 18, 2014

Template Tip: Mind Your Margins


We've all had teachers in high school, or in college, who would take out a ruler and measure the margins on every paper you turn in. They would even lower your grade, or make you re-type that paper if the margins were incorrect. Some of us thought we could pull a fast one on our teacher, and widen the margins enough to make our papers appear longer, others viewed this as just another rule to adhere to, it's what's expected of you, so that's how you format your paper. Still others, however, made the further connection that sometimes, margins do matter.

Templates in MerusCase happens to be one of those places where paying attention to the margins you have set for your document are critically important to the final merged letter. This can become immediately clear if you merge a template that uses your firm's letterhead, and the margins are set differently in the template than they are in the letterhead file.

Figure 1: Letterhead Merged As Expected

As Merus merges a letterhead into a letter template, the letterhead assumes the margins set in the template file. If the template is considerably wider or more narrow than the letterhead file, the letterhead will adjust to fit, which can result in the letterhead appearing misaligned or even condensed.

Figure 2: Condensed Letterhead Merged Due To Large Difference In Margins


When you're creating a new template, or if you need to update your letterhead in Merus, and you think you're just about finished, think back to that teacher of yours reaching out for their ruler, and take one last look at your margins before you upload that final document. The difference in the results may be subtle, and your grade may no longer depend on it, but a professional appearance will always require that keen attention to detail.

Figure 3: Inspecting Your Margins

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