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After creating or importing a document, you can use Document Properties to manage settings for the entire document. You can also use Section Properties to override document settings for a specific section.

View document properties

To open the Document Properties window:

1. Select the File tab.
2. Click Properties in the toolbar, and select Document.

The Document Properties window includes three tabs: General, Page Formats, and Table Formats.

Change general settings

The General tab lets you make document-wide changes. You can use this tab to:

• Change the document Name and set its Type. See Supported Form and Document Types.
• View the Creation date, number of Sections, and the Formula Version.
• Adjust the line formatting Preferences across the document.
• Choose whether editors can publish all links.
• Reduce image resolution (PPI) to create smaller exports. 
  You can also change this resolution in Export options.
• Use smart quotes in newly added text.
• Set Permissions for who can send documents for review, approve track changes, and lock table formatting.
• Change Language and formats, including:
  • Time zone
  • Locale
  • Proofreading functions
  • Currency symbol and alignment
  • Number formatting
  • Default date pattern
  • Measurements

See Supported languages for detailed information on specific supported currencies, decimals and grouping symbols, date formats, and spellcheck options.

The General tab also shows document details such as creation date, number of sections, and formula version.

Format a document

The Page Formats tab controls the overall document layout.

In the Page Formats tab, you can:

• Adjust page layout, including size, orientation, and columns.
• Change page margins and margin style.
• Modify the background color.
• Enable preferences such as line numbers and page borders.
• Access the Document Style Guide. See Use Style Guides.

If you enable page borders, you can select border width and color.

Mirrored margins create alternating margins for printed documents.

Format a table

The Table Formats tab contains default text and formatting styles for tables.

You can also use Advanced options to manage additional table formatting settings.

Align accounting and percent column gutters

In Formats, under Advanced options, you can align accounting and percent-formatted values within a column so symbols, suffixes, and parentheses line up consistently.

To enable this setting:

1. Open Document Properties.
2. Select the Formats tab.
3. Expand Advanced options.
4. Select Align accounting and percent column gutters.

This setting changes how values are visually aligned in cells but does not affect the underlying data. The setting is preserved when you copy or roll forward the spreadsheet.

View section properties

You can use Section properties to change settings for an individual section. These settings override document-wide settings. Not all document settings can be overridden by section properties settings.

To set section-specific properties:

1. On the File tab, click Properties in the toolbar, and select Section. You can also open this panel by clicking the gear icon in the right panel, and selecting the Section properties tab.
2. Make your selections.
   • Selecting Non-printing excludes the section from generated output but keeps tagged facts as hidden facts.
   • Selecting Section contains an EDGAR exhibit index adds required HTML around links.
   • Selecting Ignore page breaks before the end of this section for EDGAR displays the filing as a continuous page.
   • At the bottom of the panel, you can enable Page border or Line numbers for the section.

Notes

• Changing section settings may create a page break if multiple sections exist on a page.
• When you change a setting, you can revert it to default using the reset icon.

Related articles

• Paragraph properties
• Document templates
• Use auto text