Overview

This article describes how themes are configured and applied in Omnidocs Create.

A theme controls the styling of documents generated by templates. It contains design definitions such as fonts, colors, layout rules, and element styling. These settings are applied automatically when a template generates a document.

Themes allow you to maintain consistent styling across multiple templates without modifying each template individually.

Themes are configured at unit level and/or template level and can be selected when configuring a template. A unit can also define a default theme that templates will use unless another theme is explicitly chosen.

Theme structure

A theme consists of several configuration components that define the styling of generated documents.

Component	Description
Typographies	Defines fonts, font sizes, and text styling used throughout the document.
Colors	Defines the color palette used for headings, highlights, and other styled elements.
Layout rules	Controls margins, spacing, and alignment of document elements.
Element styling	Defines styling rules for elements such as tables, lists, graphs, and other structured content.
Headers / Footers	Defines the content and layout used in document headers and footers.

These components together define how the document is rendered when it is generated.

Theme files

A theme can contain styling definitions for multiple output formats.

Each theme may include:

File	Purpose
`.docx` file	Defines styling when generating Word documents.
`.html` file	Defines styling when generating HTML output.

When a document is generated, the system uses the styling file that matches the selected output format.

If both formats are configured, the same template can generate documents in multiple formats while maintaining consistent design.

Theme scope

Themes exist within a unit and are available to all templates in that unit.

A theme can be used in two ways:

Scope	Description
Unit-level default theme	Automatically applied to templates in the unit unless overridden.
Template-level theme	A theme selected directly in the template configuration.

If both are defined, the template-level theme takes precedence.

Adding a new theme

To add a new theme to your unit, simply navigate to your "Theme" content source.

From there, you select "New item" and give your theme a name.

Upon creation, you simply upload the .docx-file and .html-file to the newly created theme.

Applying a theme to a unit

You can apply a unit-level theme in the general settings of your unit.

In general settings, you just browse to the theme, you want to apply as default.

Changing the theme will affect all future documents generated from that unit, unless a template-specific theme has been applied to some of the templates.

Applying a theme to a template

You apply a template-level theme when configuring template, by pressing the cogwheel in the top-right of the builder.

From there, you can browse to the theme you want to apply per default for that template specifically.

Changing the theme will affect all future documents generated from that template.

Headers and footers

Themes can define the content used in the headers and footers of generated documents.

Header and footer definitions may include:

Organization branding
Page numbers
Document metadata
Standardized legal text

These elements are automatically included when a document is generated.

Theme selection behavior

When generating a document, Create determines what theme to use per default in the following order:

Template-level theme
Unit-level default theme
System default styling

This ensures that a theme is always applied even if no explicit configuration exists.

Updating themes

To update a theme, you navigate to it in the admin page when browsing your content sources.

After opening the theme, you can replace both the .docx-file and .html-file.

Good to know

Theme entry binding

It is possible to define a specific binding in your themes that define exactly where content should be inserted from your templates.

For .docx, the entry binding is a content control with the following Tag:

{"BindingType": "ThemeEntry" }

For .html, the entry binding is an html-snippet with the following contents:

<p data-binding-configuration='{"BindingType":"ThemeEntry"}' data-type="binding" />