How Can I Have an Export Theme Added to My Account?

To add a new Export Theme to your account, please email your completed Export Themes to our Support Team: Send an email to our Support Team

An Export Theme can be created in two ways, following the instructions below:

1. Creating an Export Theme from a New Word Document
   
2. Creating an Export Theme from an Existing Word Document

Creating an Export Theme from a New Word Document 

1. Create a blank Word document
   
2. Add a Cover Page
   
   Your Export Theme can include a configurable cover page with full-page images and text. To ensure that your cover page will be formatted correctly:
   
   
   1. Place a Section Break or Page Break at the end of your Cover Page, so that your Project content does not get exported onto your Cover Page
      
      A Section Break should be used if the Headers and Footers on your Cover Page will be different from the Headers and Footers on your body pages
      
      A Page Break should be used if the Headers and Footers are the same on all pages of your document
      
   2. If there are images on your cover page:
      
      Right-click on your images and set Wrap Text as Behind Text, and select Fix Position to Page. This prevents images from shifting around upon export
      
      
      
   3. If there is text on top of an image on the Cover Page:
      
      It is recommended to place all text within text boxes, as opposed to writing directly on the page. This will prevent the text from shifting around upon export
      
      To add a text box in Word select Insert > Text Box
      
3. Add Headers and Footers
   
   Your Export Theme can include configurable Headers and Footers with:
   • Images (ex: logos)
   • Text
   • Shapes
   • Page Numbers
4. Add Dynamic Variables 
   
   Dynamic Variables are placeholders that automatically pull information from your Loopio Project Details.
   
   Dynamic variables are added as text in your Word Document. They are added by typing them in the location you would like the information to populate.
    

   Note: Dynamic variables are case-sensitive.

   Dynamic variables:
   
   • $PROJECT_NAME$
     The Project Name in your Project Details
   • $PROJECT_COMPANY_NAME$
     The Client Name in your Project Details
   • $PROJECT_DESCRIPTION$
     The Description in your Project Details
   • $CURRENT_DATE$
     The date the Project is Exported
   • $PROJECT_DUE_DATE$
     The date the Project is due as listed in Project Details
   • $CONTENT$
     This variable is mandatory and will be replaced with all of your Loopio Project content (Sections, Sub-sections, Questions and Answers)
     
5. Add any Word Styles you would like to use in your Loopio Content Styles
   
   Any Style that you would like to use in Loopio, will need to be added to the Export Theme. This can be done by typing out the Style name, and applying the style to it from the Styles Pane. 
   
   Please see this short video for a demonstration: Adding Word Styles for your Export Theme Document
   
6. Save your document

Your Export Theme is now ready to be sent to Loopio! Send an email to our Support Team

Creating an Export Theme from an Existing Word Document 

Your Export Theme can be set up using an existing Word document or RFP that contains your company’s standard cover page, Word styles, headers and footers.

1. Remove any non-generic content
   Any content from previous questionnaires/RFPs/RFIs that is not standard (i.e. would be changed on a Project to Project basis) should be removed.
   
2. Add Dynamic Variables 
   
   Dynamic Variables are placeholders that automatically pull information from your Loopio Project Details.
   
   Dynamic variables are added as text in your Word Document. They are added by typing them in the location you would like the information to populate.
   
   
    

   Note: Dynamic variables are case-sensitive.

   Dynamic variables:
   
   • $PROJECT_NAME$
     The Project Name in your Project Details
   • $PROJECT_COMPANY_NAME$
     The Client Name in your Project Details
   • $PROJECT_DESCRIPTION$
     The Description in your Project Details
   • $CURRENT_DATE$
     The date the Project is Exported
   • $CONTENT$
     This variable is mandatory and will be replaced with all of your Loopio Project content (Sections, Sub-sections, Questions and Answers)
3. Add any Word Styles you would like to use in your Loopio Content Styles
   
   Any Style that you would like to use in Loopio, will need to be added to the Export Theme. This can be done by typing out the Style name, and applying the style to it from the Styles Pane.
   
   Please see this short video for a demonstration: Adding Word Styles in your Export Theme Document
4. Save your document

Your Export Theme is now ready to be sent to Loopio! Send an email to our Support Team