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Document Creation Guidelines & Formatting Rules

From Daniliants Ventures
Revision as of 12:26, 29 April 2025 by Dventures (talk | contribs)

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:
  • 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:

  1. 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

Bebas Neue is usually used in essential docs such as an annual report or large SEO audits.

  • Subheadings: Montserrat Medium
  • Body Text: Montserrat Normal
  • Accent Fonts: Montserrat Bold
  • For non-essential docs and drafts, flexibility is allowed, and Arial or Roboto can be used as an alternative if needed.
  • Font Sizes (recommended):
    • Main Title (cover/title page): 24–28 pt
    • Heading (H1): 20 pt
    • Subheading (H2): 16 pt
    • Subheading (H3): 14 pt
    • Subheading (H4): 12 pt
    • Body Text: 11 pt

How to change the header:

  • Colors:
    • Titles and Headings:
      • Main color: #c81e1e or #ff0000
      • Alternative: #000000 (black)
      • Subheadings H2: #000000 (black)
      • Subheadings H3: #434343
      • Subheadings H4: #666666
    • Body Text:
      • Black Background Documents: #ffffff (white)
      • White Background Documents: #000000 (black)
    • Accent Colors:
      • Primary: #c81e1e or #ff0000
      • Alternative: #000000 (black) with bold or italic font
    • Link Colors:
      • Main: #c81e1e or #ff0000 with underline font
      • Alternatives: #0081ff (if too many red elements on the page)
    • Table Formatting:
      • Header Background: #c81e1e (for white background)

or #e6e6e6 (for dark background)

  • Text Colors: #000000 (black) or #ffffff (white, for dark background)
  • Frame Colors: #000000 or #cccccc (for white background) or #ffffff (for dark background)
  • Indicator Use (reports):
    • Positive growth in metrics: #009700 or standard green
    • Negative trends or losses: #c81e1e or standard red