Document styling is an Enterprise feature. Each firm runs its own instance (for example yourfirm.sagalegal.io), and document styling is configured in that instance’s admin panel. What document styling controls
Document styling can control:
- Body font, size, color, and line spacing
- Heading fonts, sizes, colors, and weight
- Page size, orientation, margins, indentation, and spacing
- Header and footer text
- Page number placement and alignment
- Header and footer logos
These settings apply to new exports. They do not change files that were already downloaded, and they do not change documents that users upload to a project or knowledge base.
Supported document types
Document styling currently supports Word reference documents. PowerPoint and Excel support is on the way.
| Document type | Status | Notes |
|---|
Word .docx documents | Supported | Use a Word document as your reference file today. |
PowerPoint .pptx files | On the way | Support is planned for future document styling updates. |
Excel .xlsx workbooks | On the way | Support is planned for future document styling updates. |
Upload a reference document
Use a reference document when you already have a Word file that represents your firm’s style.
- Open Admin panel.
- Go to Document Styling.
- Upload a
.docx reference document.
- Review the extracted style in the preview.
- Adjust any fields manually if needed.
- Click Save changes.
Saga reads the style from the reference document and uses it as the starting point for future exports.
Use a clean reference document with the styles you want Saga to copy. Avoid documents with tracked changes, inconsistent headings, or unusual one-off formatting.
Adjust styles manually
You can fine-tune the extracted style before saving. You can also configure the style manually without uploading a reference document.
Use the manual editor when you need to change details such as margins, heading sizes, page numbers, header text, or footer text without preparing a new Word file.
You can upload logos for the header or footer. Use this for firm branding, letterheads, or other standard export layouts.
If an exported document does not show the logo you expected, check that the logo was saved in the correct header or footer slot, then export the document again.
When changes take effect
Changes apply to new exports after you save them. Existing exported files are not updated.
If a user downloaded a document before the settings changed, they need to export it again to get the updated styling.
Test the style
Before you rely on the style for client-facing work, export a short test document from chat and review it in Word.
Check the body text, headings, margins, headers, footers, page numbers, and logos. If anything looks wrong, return to Admin panel > Document Styling, update the setting, save, and export the test document again.
