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:
- Select File.
- From Properties , 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.
Use this tab to:
- Change the document Name and set the Type. See Supported Form and Document Types.
- Adjust Preferences for line formatting across the document.
- Choose whether all editors can publish links.
- Reduce image resolution (PPI) to create smaller exports. You can also change 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 formatting.
- Change Language and formats, including text, number, and date formatting. See Supported languages.
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:
- Open Document Properties.
- Select the Formats tab.
- Expand Advanced options.
- 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. When you change a setting, you can revert it to default using the reset icon.
Open section properties from the Properties menu in the File toolbar or from the right panel.
Changing section settings may create a page break if multiple sections exist on a page.
At the bottom of the panel, you can enable Page Border or Line Numbers for the section.
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.