# Professional Document Design & Typography Guide ## Table of Contents 1. [Font Pairing](#font-pairing) 2. [Font Sizes by Document Type](#font-sizes-by-document-type) 3. [Line Spacing](#line-spacing) 4. [Paragraph Spacing](#paragraph-spacing) 5. [Page Layout](#page-layout) 6. [Table Design](#table-design) 7. [Color Schemes](#color-schemes) 8. [Visual Hierarchy](#visual-hierarchy) 9. [Quick Reference Defaults](#quick-reference-defaults) --- ## Font Pairing ### Recommended Pairs | Headings | Body | Style | Best For | |----------|------|-------|----------| | Calibri Light | Calibri | Modern sans | Corporate reports | | Aptos | Aptos | Office 365 default | Modern business docs | | Cambria | Calibri | Serif + sans | Academic-corporate hybrid | | Times New Roman | Times New Roman | Traditional serif | Academic, legal | | Arial | Arial | Clean sans | Memos, internal docs | | Georgia | Garamond | Classical serif pair | Formal reports | ### Rules - **Limit**: 2 font families max (3 if CJK mixed) - **Contrast**: Pair serif with sans-serif, OR use weight contrast within one family - **Consistency**: Same font for all body text, same font for all headings --- ## Font Sizes by Document Type | Document Type | Body | H1 | H2 | H3 | Footnotes | |--------------|------|----|----|----|----| | **Business report** | 11pt | 18-20pt | 14-16pt | 12-13pt bold | 9pt | | **Business letter** | 11-12pt | — | — | — | 9-10pt | | **Memo** | 11pt | 14pt bold | 12pt bold | 11pt bold | 9pt | | **Contract / Legal** | 12pt | 14pt bold caps | 12pt bold | 12pt bold | 10pt | | **Academic (APA 7)** | 12pt | 12pt bold center | 12pt bold left | 12pt bold italic | 10pt | | **Resume / CV** | 10-11pt | 14-16pt | 12pt bold | 11pt bold | 8-9pt | | **Chinese 公文** | 三号(16pt) | 二号(22pt) | 三号(16pt) | 四号(14pt) | 小四(12pt) | ### OpenXML `w:sz` Values (half-points) | Point Size | `w:sz` Val | Common Use | |-----------|-----------|------------| | 9pt | 18 | Footnotes, captions | | 10pt | 20 | Compact body text | | 10.5pt (五号) | 21 | CJK body small | | 11pt | 22 | Standard body (Calibri) | | 12pt (小四) | 24 | Standard body (TNR), CJK | | 14pt (四号) | 28 | CJK body, subheading | | 16pt (三号) | 32 | CJK heading, western H2 | | 18pt (小二) | 36 | Western H1 | | 22pt (二号) | 44 | CJK document title | | 26pt (一号) | 52 | Large title | --- ## Line Spacing | Spacing | OpenXML `w:spacing line` | When to Use | |---------|--------------------------|-------------| | Single (1.0) | `line="240"` lineRule="auto" | Tables, footnotes, captions | | 1.08 (MS default) | `line="259"` lineRule="auto" | Modern Office documents | | 1.15 | `line="276"` lineRule="auto" | Business reports — best general default | | 1.5 | `line="360"` lineRule="auto" | Some academic, drafts for markup | | Double (2.0) | `line="480"` lineRule="auto" | APA/MLA manuscripts, legal briefs | | Fixed 28pt | `line="560"` lineRule="exact" | Chinese 公文 (GB/T 9704) | **`lineRule` values**: `auto` = proportional (240 = 1 line), `exact` = fixed height, `atLeast` = minimum. --- ## Paragraph Spacing | Element | Space Before (DXA) | Space After (DXA) | |---------|-------------------|-------------------| | Body paragraph | 0 | 120-160 (6-8pt) | | Heading 1 | 480 (24pt) | 120-240 | | Heading 2 | 360 (18pt) | 120 | | Heading 3 | 240 (12pt) | 80-120 | | List items | 0 | 40-80 (2-4pt) | | Block quote | 120-240 | 120-240 | | Table/Figure caption | 240 | 240 | **Principle**: Space before a heading > space after, so heading visually "belongs to" content below (2:1 or 3:1 ratio). --- ## Page Layout ### Margins by Document Type | Document Type | Top | Bottom | Left | Right | DXA Values | |--------------|-----|--------|------|-------|------------| | **Standard business** | 1 in | 1 in | 1 in | 1 in | 1440 all | | **Academic (APA/MLA)** | 1 in | 1 in | 1 in | 1 in | 1440 all | | **Thesis (binding)** | 1 in | 1 in | 1.5 in | 1 in | T/B:1440 L:2160 R:1440 | | **Chinese 公文** | 37mm | 35mm | 28mm | 26mm | T:2098 B:1984 L:1588 R:1474 | | **Narrow modern** | 0.75 in | 0.75 in | 0.75 in | 0.75 in | 1080 all | | **Wide** | 1 in | 1 in | 2 in | 2 in | T/B:1440 L/R:2880 | ### Page Sizes | Size | Width × Height | DXA Width × Height | |------|---------------|-------------------| | US Letter | 8.5 × 11 in | 12240 × 15840 | | A4 | 210 × 297 mm | 11906 × 16838 | | Legal | 8.5 × 14 in | 12240 × 20160 | | A3 | 297 × 420 mm | 16838 × 23811 | **Rule**: A4 for international audiences, Letter for US-only. ### Page Numbers | Convention | Placement | Common In | |-----------|-----------|-----------| | Bottom center | Footer, centered | Academic, government | | Bottom right | Footer, right-aligned | Business reports | | "Page X of Y" | Footer, right-aligned | Contracts, legal | | Bottom outside | Alternating L/R for odd/even | Books, bound reports | | Chinese 公文 | Bottom center, format "-X-" | Government documents | --- ## Table Design ### Style Patterns | Style | Description | When to Use | |-------|------------|-------------| | **Three-line (三线表)** | Top rule + header-bottom rule + bottom rule only, no vertical lines | Academic, scientific — gold standard | | **Banded rows** | Alternating white/light-gray, no borders | Modern corporate | | **Light grid** | Thin 0.5pt gray borders all cells | Business reports | | **Header-accent** | Dark/colored header row, no other borders | Modern templates | | **Full border** | All cells bordered | Financial tables, forms | ### Border Weights (OpenXML `w:sz` in eighths of a point) | Visual | `Size` value | Points | |--------|-------------|--------| | Hairline | 2 | 0.25pt | | Thin | 4 | 0.5pt | | Medium | 8 | 1pt | | Thick | 12 | 1.5pt | ### Cell Padding - **Minimum**: 0.05 in (28 DXA) — too tight for most uses - **Recommended**: 0.08-0.1 in (57-72 DXA) top/bottom, 0.1-0.15 in (72-108 DXA) left/right - **Spacious**: 0.12 in (86 DXA) top/bottom, 0.19 in (137 DXA) left/right ### Header Row Best Practices - Bold text, optionally SMALL CAPS - Background: light gray (#F2F2F2) or dark with white text (#2F5496 + white) - Repeat header row on each page (`w:tblHeader` on `w:trPr`) - Right-align number columns, left-align text columns --- ## Color Schemes ### Corporate / Business | Element | Hex | Notes | |---------|-----|-------| | Primary heading | #1F3864 | Dark navy, authoritative | | Secondary heading | #2E75B6 | Medium blue | | Body text | #333333 | Near-black (softer than #000) | | Table header bg | #4472C4 | With white #FFFFFF text | | Alternate row | #F2F2F2 | Subtle gray banding | | Hyperlink | #0563C1 | Standard blue | ### Academic All text **#000000** (black). Color only in figures/charts. ### Chinese Government (公文) | Element | Color | |---------|-------| | All body text | Black (required) | | 红头 agency name | Red #FF0000 | | 红线 separator | Red #FF0000 | | 公章 seal | Red | ### Accessibility - Minimum contrast ratio 4.5:1 for normal text, 3:1 for large text (WCAG AA) - Never use color as sole means of conveying information - Ensure distinguishable in grayscale for printed documents --- ## Visual Hierarchy ### Heading Levels by Document Length | Pages | Recommended Levels | |-------|-------------------| | 1-5 (memo, letter) | 1-2 levels | | 5-20 (report) | 2-3 levels | | 20-100 (long report) | 3-4 levels | | 100+ (thesis) | 4-5 levels max | ### Numbering Systems **Decimal (ISO 2145)** — technical, international: ``` 1 → 1.1 → 1.1.1 → 1.1.1.1 ``` **Traditional outline (US legal):** ``` I. → A. → 1. → a. → (1) → (a) ``` **Chinese government (公文):** ``` 一、(黑体) → (一)(楷体) → 1.(仿宋加粗) → (1)(仿宋) ``` ### Typography Emphasis | Format | Use For | Avoid | |--------|---------|-------| | **Bold** | Key terms, headings, emphasis | Entire paragraphs | | *Italic* | Titles, foreign words, mild emphasis | Long passages (hard to read) | | Underline | Hyperlinks only (digital) | General emphasis (archaic) | | SMALL CAPS | Legal defined terms, acronyms | Body text | | ALL CAPS | Very short headings | Long text (reduces readability 15%) | **CJK note**: Chinese/Japanese have no true italic. Use bold for emphasis. ### List Formatting **Bullets** (unordered): `•` → `○` → `■` by level **Numbers** (ordered): `1.` → `a.` → `i.` by level - Indent each level 0.25-0.5 in (360-720 DXA) - Hanging indent: number hangs, text aligns consistently - Spacing between items: 2-4pt (less than paragraph spacing) --- ## Quick Reference Defaults ### Business Report (Safe Default) | Parameter | Value | OpenXML | |-----------|-------|---------| | Body font | Calibri 11pt | sz="22", RunFonts Ascii="Calibri" | | H1 | 18pt Bold Dark Blue | sz="36", Bold, Color="#1F3864" | | H2 | 14pt Bold Dark Blue | sz="28", Bold | | H3 | 12pt Bold Dark Blue | sz="24", Bold | | Line spacing | 1.15 | line="276" lineRule="auto" | | Para after | 8pt | after="160" | | Margins | 1 in all | 1440 DXA all | | Page size | Letter or A4 | 12240×15840 or 11906×16838 | | Page numbers | Bottom right, 10pt | | ### Academic Paper (APA 7th) | Parameter | Value | OpenXML | |-----------|-------|---------| | Font | Times New Roman 12pt | sz="24" | | Line spacing | Double | line="480" lineRule="auto" | | First-line indent | 0.5 in | ind firstLine="720" | | Margins | 1 in all | 1440 DXA all | | Page numbers | Top right | Header, right-aligned | ### Chinese Government (公文 GB/T 9704) | Parameter | Value | OpenXML | |-----------|-------|---------| | Body font | 仿宋_GB2312 三号 | sz="32", EastAsia="FangSong_GB2312" | | Title | 小标宋 二号 centered | sz="44" | | L1 heading | 黑体 三号 | sz="32", EastAsia="SimHei" | | L2 heading | 楷体 三号 | sz="32", EastAsia="KaiTi_GB2312" | | Line spacing | Fixed 28pt | line="560" lineRule="exact" | | Margins | T:37mm B:35mm L:28mm R:26mm | T:2098 B:1984 L:1588 R:1474 | | Page size | A4 | 11906×16838 | | Page numbers | Bottom center, 宋体 四号, "-X-" | sz="28" | | Chars/line | 28 | | | Lines/page | 22 | |