Document Creation Guidelines & Formatting Rules: Difference between revisions
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Created page with "== 1. Overview: Who These Rules Apply To == These rules apply to '''all team members''' who create or contribute to documents related to Daniliants Ventures, client work, and internal projects. They include full-time employees, freelancers, and any external collaborators who help produce or finalize deliverables. === Key Requirements: === * '''All important documents''' — client-facing, branded, or integral to company operations — '''must be created and owned''' wi..." |
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If you create an important document from your personal email by mistake: | If you create an important document from your personal email by mistake: | ||
# '''Share''' the document with [email protected] at the highest permission level. | # '''Share''' the document with [email protected] at the highest permission level. | ||
[[File:Image15.png|thumb|center]] | |||
In the Share settings, transfer ownership to that account by selecting “Transfer Ownership” from the drop-down next to the email address. | |||
[[File:Image14.png|thumb|center]] | |||
Make sure the new owner is shown as Primary Owner in the Google Drive share settings. | |||
[[File:Image6.png|thumb|center]] | |||
== 2. General Background & Rules == | |||
=== 2.1. Creating Documents === | |||
* '''Use Google Docs/Sheets/Slides''' based on your document needs: | |||
** '''Google Docs''' for textual documents like audits, strategies, marketing ideas, etc. | |||
** '''Google Sheets''' for data-heavy or spreadsheet-type documents (time estimates, semantic core/SEO data, logs). | |||
** '''Google Slides''' for presentations (monthly reports, special pitch decks). | |||
* '''Styling & Consistency''': Always adhere to the basic brand guidelines (detailed in Section 5) for logos, fonts, and color usage — especially for client-facing or branded documents. | |||
* '''Document Language''': | |||
** All documents intended for the entire team or for sharing with clients '''must be written in English'''. | |||
** However, some client-specific documents '''may be in Finnish or Russian''', depending on the client’s requirements. | |||
** Drafts and non-essential documents used internally among team members may be written in any language they are comfortable with. | |||
** The only exception to this rule is translations, which can be created in the required language. | |||
* '''Appropriate Naming Conventions''': | |||
** Start with the '''project or client name''', followed by '''document title''' and, if applicable, '''version''' (e.g., "ClientName – Marketing Audit – v1.0"). | |||
** Include the '''date''' if time-specific or if it’s a repeating document (e.g., monthly report). | |||
=== 2.2. Document Structure & Layout Guidelines === | |||
Regardless of document type, here are '''universal guidelines''': | |||
* '''Structure the text logically''': title page → table of contents → introduction → main part → summary/next steps → contact us. | |||
* '''Follow a logical hierarchy''' (Title H1 → Heading H2 → Subheading H3). | |||
* '''Include a Table of Contents''' for documents over 5 pages or multiple sections, auto-generated via Google Docs → Insert → Table of Contents. | |||
* All body text should be '''width-aligned''', and headings '''left-aligned'''. Titles, images, graphs and tables may be '''center-aligned'''. | |||
* Use the default Google Docs settings for '''page margins and spacing''': | |||
** 1" (2.54 cm) margins on each side. | |||
** Single or 1.15 line spacing for the body text. | |||
* Ensure '''consistent spacing above and below''' headings and between paragraphs. | |||
* '''Text should always be easy to read'''. Use bullet points and well-structured paragraphs (short, concise and informative) for clarity. | |||
* In multi-page documents, '''pages may be numbered'''. Page numbers may begin on the second page and be placed in the header. | |||
* '''Enhance clarity with visual elements''': | |||
** Use '''high-quality images, infographics, tables, and graphs''' with clear labels and explanations. | |||
** Ensure graphs and tables '''align with brand color guidelines''', including headlines and accent lines. | |||
* If you reference external data or sources or need to mention another document, '''include a relevant link''' directly within the text (e.g., "Download the monthly report [https://example.com here]"). | |||
* Each client-facing or external doc should end with a '''summary, next steps, or final remarks'''. | |||
=== 2.3. Brand & Formatting Essentials === | |||
* '''Fonts''': | |||
** '''Preferred Fonts''': | |||
*** Titles/Headings: '''Montserrat SemiBold''' or '''Bebas Neue''' | |||
'''''Bebas Neue'' is usually used in essential docs such as an [https://www.canva.com/design/DAGi1sGSbmU/ctbWcM5vtXpn-X0Doojuxg/edit?utm_content=DAGi1sGSbmU&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton annual report] or [https://docs.google.com/document/d/16clhGgjS5iFKgf651caCiIWYf0E_z11COnLzeHjT5tA/edit?usp=sharing large SEO audits]''. | |||
[[File:Image19.png|thumb|center]] | |||
Revision as of 12:14, 29 April 2025
1. Overview: Who These Rules Apply To
These rules apply to all team members who create or contribute to documents related to Daniliants Ventures, client work, and internal projects. They include full-time employees, freelancers, and any external collaborators who help produce or finalize deliverables.
Key Requirements:
- All important documents — client-facing, branded, or integral to company operations — must be created and owned within the official Google accounts:
- [email protected] (mainly for internal and client documents)
- [email protected] (used for some client documents if the client specifically gave access to this account)
- Drafts and unimportant documents can be created from personal email accounts. However, if any draft or unimportant document becomes important, ownership must be transferred to [email protected].
How to Transfer Document Ownership
If you create an important document from your personal email by mistake:
- Share the document with [email protected] at the highest permission level.

In the Share settings, transfer ownership to that account by selecting “Transfer Ownership” from the drop-down next to the email address.

Make sure the new owner is shown as Primary Owner in the Google Drive share settings.

2. General Background & Rules
2.1. Creating Documents
- Use Google Docs/Sheets/Slides based on your document needs:
- Google Docs for textual documents like audits, strategies, marketing ideas, etc.
- Google Sheets for data-heavy or spreadsheet-type documents (time estimates, semantic core/SEO data, logs).
- Google Slides for presentations (monthly reports, special pitch decks).
- Styling & Consistency: Always adhere to the basic brand guidelines (detailed in Section 5) for logos, fonts, and color usage — especially for client-facing or branded documents.
- Document Language:
- All documents intended for the entire team or for sharing with clients must be written in English.
- However, some client-specific documents may be in Finnish or Russian, depending on the client’s requirements.
- Drafts and non-essential documents used internally among team members may be written in any language they are comfortable with.
- The only exception to this rule is translations, which can be created in the required language.
- Appropriate Naming Conventions:
- Start with the project or client name, followed by document title and, if applicable, version (e.g., "ClientName – Marketing Audit – v1.0").
- Include the date if time-specific or if it’s a repeating document (e.g., monthly report).
2.2. Document Structure & Layout Guidelines
Regardless of document type, here are universal guidelines:
- Structure the text logically: title page → table of contents → introduction → main part → summary/next steps → contact us.
- Follow a logical hierarchy (Title H1 → Heading H2 → Subheading H3).
- Include a Table of Contents for documents over 5 pages or multiple sections, auto-generated via Google Docs → Insert → Table of Contents.
- All body text should be width-aligned, and headings left-aligned. Titles, images, graphs and tables may be center-aligned.
- Use the default Google Docs settings for page margins and spacing:
- 1" (2.54 cm) margins on each side.
- Single or 1.15 line spacing for the body text.
- Ensure consistent spacing above and below headings and between paragraphs.
- Text should always be easy to read. Use bullet points and well-structured paragraphs (short, concise and informative) for clarity.
- In multi-page documents, pages may be numbered. Page numbers may begin on the second page and be placed in the header.
- Enhance clarity with visual elements:
- Use high-quality images, infographics, tables, and graphs with clear labels and explanations.
- Ensure graphs and tables align with brand color guidelines, including headlines and accent lines.
- If you reference external data or sources or need to mention another document, include a relevant link directly within the text (e.g., "Download the monthly report here").
- Each client-facing or external doc should end with a summary, next steps, or final remarks.
2.3. Brand & Formatting Essentials
- Fonts:
- Preferred Fonts:
- Titles/Headings: Montserrat SemiBold or Bebas Neue
- Preferred Fonts:
Bebas Neue is usually used in essential docs such as an annual report or large SEO audits.
