docx-report-and-document-formatting

Use when producing or formatting an editable DOCX report, proposal, plan, specification, memo, or letter with named styles, contents, headers, footers, tables, figures, pagination, embedded fonts, and accessibility. Use pdf-proposal-and-bankable-document-design for final fixed-layout PDF craft.

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Repositorio: peterbamuhigire/design-system-skills
Última actividad en el origen: 13 de julio de 2026 a las 08:02
Idioma detectado de SKILL.md: inglés
Estrellas: 3
Forks: 1

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pitch-deck-narrative-and-craft

deck-system

Input	Source	Required?	Evidence
Final or controlled content and hierarchy	Document owner	yes	Approved source and section map
Brand, fonts, licence, page, and accessibility requirements	Brand and delivery owners	yes	Asset and format specification
Editing and export targets	Consumer	yes	Word version, PDF need, and print constraints

Pick the 01 Formal / Institutional type and state it. Per the Anti-Slop Charter (doctrine/design-doctrine.md §2), name the heading face, the body face, and why they fit this document before formatting. Default baseline pairing: Source Serif 4 -> Public Sans for formal institutional documents, or Fraunces -> Source Serif 4 when the brief calls for a more editorial/literary register. Confirm against doctrine/references/font-groups-and-usage.md; scan fonts/01-formal-institutional/ for a purchased premium family and prefer it when it improves the result. Never use a banned font (doctrine/references/ai-slop-banned-fonts.md) — and never silently fall back to Calibri.
Build the named style set with real pt sizes. Define Word named paragraph and character styles — Title, Heading 1–4, Body Text, Lead, Caption, Quote, List styles, Code — with the exact point sizes, line spacing, space-before/after, and colour given in references/docx-style-system.md. Bind H1–H4 to Word's built-in Heading 1–4 outline levels so the TOC and accessibility tree read them. Never style headings with manual bold/size runs — that breaks the TOC and the tag tree.
Set the page grid, margins, and baseline. Apply the trim, margins, gutter, and a consistent vertical rhythm (line grid) from references/docx-style-system.md. Define the letterhead/first-page-different section and the body section. For double-sided or bound output, switch to mirror margins + a binding gutter and open chapters with Section Break (Odd Page) so they fall on a recto (see the two-sided/bound note in the style reference).
Compose headers, footers, letterhead, and page numbering. First-page letterhead (logo + identity block) distinct from running headers; running header with document/section title; footer with page numbering (Page X of Y), document reference, and any statutory line. Use section breaks so front-matter is unnumbered or roman-numbered and the body is arabic. For bound documents, enable Different odd and even pages for distinct left/right headers-footers (page number on the outer edge). Save the cover/letterhead as a Building Block / Quick Part in the template so it is reused, not rebuilt.
Insert and update the Table of Contents. Generate the TOC from Heading 1–3 styles (not typed by hand), with tab leaders and right-aligned page numbers; mark it to update on open.
Format tables and figures. Apply the table style system in references/tables-and-figures.md: a real header row (repeated across pages, tagged as a header), zebra or hairline rules, consistent cell padding, numeric right-alignment, and a numbered caption style above tables / below figures ("Table 1.", "Figure 1.").
Embed and subset the fonts. Per doctrine/references/embedding-by-format.md: embed the chosen faces and enable "Embed only the characters used" (subsetting) so the document renders as designed on machines that lack the font, at minimal size. Embed only licence- permitted faces (doctrine/references/licensing-and-embedding.md).
Apply accessible document tags per references/accessible-docx-tags.md and doctrine/references/wcag-2.2-criteria.md: set document language; use real Heading styles for the tag tree; add alt text to every meaningful image (mark decoratives decorative); give every table a header row and a simple, non-merged structure; verify text/background contrast ≥ 4.5:1 (≥ 3:1 for large headings); ensure logical reading order; add a descriptive title in document properties.
Export check. Run Word's Accessibility Checker (resolve all errors), confirm the TOC updates, fields (page numbers, cross-refs) resolve, fonts are embedded+subset (check file size), and — if a fixed-fidelity copy is needed — export a PDF whose fonts are embedded.

Condition	DOCX choice	Wrong-choice failure
Repeated formatting role	Named style, never manual formatting	Direct formatting drifts and breaks navigation
Wide exhibit exceeds portrait page	Landscape section or redesigned exhibit	Shrinking makes evidence unreadable
Font embedding is prohibited	Approved fallback or PDF-only delivery	Unlicensed embedding creates legal exposure

Artefact	Consumer	Evidence and acceptance condition
Editable DOCX with semantic style system	Authors and client	Heading, body, table, caption, and list roles use named styles
Style/font/layout specification	Maintainers	Type, spacing, sections, and fallback rules are documented
Rendered page and accessibility evidence	QA and release owner	TOC, fields, pagination, overflow, embedding, and reading order pass