Change how your exports are laid out: image and logo sizes, the order of the details on each page, the header and footer, a cover page, a table of contents, and a final page for client sign-off. The steps below use the Spec Package.
To change fonts, colors, and text sizes, see Customize the Look of Your Exports.
Note: Customizing your export layout is available on our new plans Core and Core Plus. It isn't available on legacy plans (Solo, Studio, Firm, Enterprise, Spec Lite, Spec Pro).
Open the Export Preview
Select the items you want to export.
Click Export, then choose an export, such as Spec Package.
(Optional) Choose a saved preset to start from.
The preview has two tabs. Content controls what appears on each page. Style controls how it looks, including image and logo sizes. Changes show in the preview as you make them.
Set Image Sizes
For Every Item Page
On the Style tab, open Logo and images.
Under Images, drag the Primary image slider. Every item page updates.
(Optional) If your export has a cover image, use the Cover page slider to size it.
For One Item
In the preview, hover over the item's image.
Drag the image's corner to make it larger or smaller. This changes that item only.
Items you size this way are listed under Logo and images as items customized. Click Reset next to an item to return it to the slider size.
Set Logo Sizes
On the Style tab, open Logo and images.
Under Logo, drag the Cover page slider to size the logo on the cover.
Drag the Per page slider to size the logo on every other page.
Change the Order of Your Details
On the Content tab, open Spec sheets, then the section you want, such as Specifications.
Drag a field by its handle to a new spot. The preview follows.
Fields move within their own section. The sections themselves stay in the same order.
Choose Your Header and Footer
On the Content tab, open Spec sheets, then Header.
Tick what you want at the top of each page: Item Code, Item name, Project #, Project name, Doc #, Issue date, and Logo. You can type a document number and pick an issue date.
Open Format. Under Footer, tick what you want at the bottom of each page: Company name, Company address, Company phone number, and Page number.
Set Up the Cover Page
On the Content tab, open Cover page and turn on Include Cover Page.
(Optional) Type a Document title, such as
Reception Selections.Under Cover Page Image, tick Include Cover Image, then choose Use Project Brief Image or Upload an Image.
Add a Table of Contents
On the Content tab, open Format and turn on Include Table of Contents.
Under Group Items, choose By Area or By Schedule.
Turning on the table of contents also turns on Include Category Pages and Group Items, so each area or schedule starts with its own divider page.
Add a Final Page for Client Sign-off
On the Content tab, open Final page and turn on Include Final Page.
Tick the totals you want: Total Price, Total Shipping, and Total Sales Tax.
(Optional) Tick Deposit Due and type the Deposit Amount.
(Optional) Tick Signature Line so your client can sign and date the page.
(Optional) Tick Breakdown to show totals By Schedule or By Area.
Adjust Case and Spacing in Text Styles
On the Style tab, open Typography and choose a text style, such as Page title.
Choose a Case, such as uppercase.
Choose the Letter spacing and Line spacing.
Click Reset style to undo your changes to that text style.
Add a Watermark
On the Style tab, open Watermark and turn on Add a watermark.
Choose the Source: Company logo or Upload image.
Choose which Pages it appears on: Body, All, or Cover.
Pick a Position, then adjust the Size and Opacity.
Save Your Layout as a Preset
On the Content tab, click Save next to the preset.
Choose Save as a new preset and type a name, or choose Save changes to the preset to update the one you started from.
Click Save preset.
Your next export can start from this preset with all of these choices. See Save Export Presets.
Good to Know
One-off image sizes: dragging an image's corner only changes that item. To change every item page, use the Primary image slider.
Live preview: nothing changes in your project while you edit the layout. Click Cancel and choose to discard if you don't want to keep your changes.
Presets keep the look: a preset saves your content choices and the current look, including image sizes and the watermark.
Troubleshooting
Problem | What to check |
I resized one image and now I can't match the others | Find the item under Logo and images > items customized and click Reset. It goes back to the Primary image size. |
I can't drag a field into another section | Fields only move within their own section, such as Specifications or Pricing. |
I don't see the Content and Style tabs | The export preview with these tabs is on our new plans, not legacy plans. If you're not sure which plan you're on, please contact our support team. |