Reference

Parts of a document, one layout problem at a time

If you want a whole document, take a template. These pages are the opposite cut through the same material: one block at a time, in isolation, with the reason it is difficult stated rather than assumed.

A line-item table is hard because the number of lines is unbounded and the page is not. A totals block is hard because it must never split and it sits at the end of the thing most likely to overflow. An address block is hard because a country line is conditional and an empty line looks like a data error. Those are different problems with different answers, and no single document page can say any of them without repeating itself.

Every fragment below is markup plus the CSS it needs and nothing else. It expects a document that already has a page rule, which is what the templates provide, and it links out to the paged-CSS reference for the property doing the work rather than explaining it again here.

Numbers, tables and totals

Every one of these has the same shape of problem: the content is unbounded and the page is fixed, so the interesting question is what happens at the boundary rather than what it looks like on page one.

  • Line-item table

    The list of things being charged for, which has as many rows as the order had lines and therefore no idea in advance how many pages it will take.

  • Totals block

    Subtotal, tax and grand total, sitting immediately below the thing most likely to overflow and therefore constantly at risk of being cut in half by a page break.

  • Tax breakdown by rate

    A small table showing taxable amount and tax for each distinct rate in the document, which exists because a single tax line stops being enough as soon as an invoice mixes rates.

  • Multi-currency total

    A total repeated in a second currency, usually because the document is issued in one currency and has to be settled or reported in another.

  • Discount and surcharge lines

    Rows that reduce or increase the amount without being goods or services, which have to be legible as adjustments rather than as more items.

  • Carried-forward subtotal

    The running figure printed at the foot of each page and repeated at the top of the next, so a multi-page table can be checked page by page instead of only at the end.

  • Running balance column

    A column on a transaction table showing the balance after each movement, which turns a list of events into something a reader can audit line by line.

  • Quantity and unit columns

    The three narrow columns between the description and the amount, which are the first things to break when a description gets long or a unit of measure gets spelled out.

  • Figure with caption

    An image with a numbered caption beneath it, which has to stay with its caption and has to be referable from the text that mentions it.

  • Chart block

    A plotted chart placed in the document flow, which has to survive being printed at a size it was not drawn for and in colours that may not be there.

  • Footnotes

    Notes anchored to a marker in the text and printed at the foot of the page, which is a typesetting feature that renderers have implemented unevenly for years.

  • Amount in words

    The total written out as text as well as digits, which appears on cheques, receipts and contracts because a word cannot be altered with a pen the way a digit can.

  • Batch and serial number list

    Identifiers attached to a delivered item, printed under the line they belong to, where one line can carry one identifier or four hundred.

  • Dimensions and weight block

    Length, width, height, gross and net weight and volume, printed for a package or a consignment, usually in two systems of units at once.

  • Meter reading table

    Previous reading, current reading, the difference and the charge, printed for one or several meters on a utility-style bill.

  • Risk matrix grid

    A likelihood by consequence grid with cells scored and coloured, used in method statements, assessments and permits.

  • Time and duration log

    Rows of start time, end time and elapsed duration, with a total, used on timesheets, service reports and anything billed by the hour.

  • Percentage column

    A column of rates, shares or variances, sitting next to columns of money and needing to be distinguishable from them at a glance.

  • Comparison columns

    The same set of figures for two periods, printed adjacent so the difference between them can be read without arithmetic.

  • Schedule of rates

    A price list keyed by activity and unit of measure, referred to from elsewhere in the document rather than totalled at the bottom.

  • Key figures strip

    Three to five headline numbers across the top of a report, each with a label, giving the summary before the detail.

  • Price break table

    Prices that change with quantity, printed as bands, where the boundary between one band and the next is the thing that gets read wrong.

  • Reconciliation block

    Opening figure, the movements against it, and the closing figure, laid out so the arithmetic can be followed line by line to its end.

  • Unit conversion table

    Values given in two systems of units side by side, on a datasheet or a specification that will be read in more than one country.

Who the document is between

Blocks that carry names and addresses. They are short, they are conditional, and they are the parts most often built by joining strings together, which is where the blank lines come from.

  • Address block

    Name, street, locality, postcode and country, set as a block, where any of the middle lines may be absent for a given record and none of the gaps should show.

  • Bill-to and ship-to pair

    Two address blocks presented as a pair, where one is who pays and the other is where it goes, and the pair has to stay legible when the two are the same and when they are wildly different lengths.

  • Window envelope address

    An addressee block placed at an exact position on the page so it lines up with the cut-out in a standard window envelope when the sheet is folded.

  • Contact details block

    Phone, email, reference number and website, usually set small under a name or in a footer, and usually the block that overflows first.

  • Delivery details block

    Dispatch date, expected arrival, carrier, consignment reference and delivery terms, gathered into one block near the top of a despatch document.

  • Reference block

    Purchase order number, contract reference, project code, job number and whatever else both parties use to match this document to their own records.

  • Multi-party block

    A document between more than two parties, where each needs identifying and the relationship between them has to be clear.

  • Attendee and witness list

    Names, roles and organisations of the people present at a meeting, inspection or signing, sometimes with a signature space each.

  • Site and location block

    Where work is to happen, which is often not a postal address and usually needs a reference, a grid position and a note about getting in.

Getting paid

The part of a document that decides whether money arrives, and whether anyone can tell which invoice it was for.

  • QR payment block

    A machine-readable payment code beside the amount and reference, so a payer can scan instead of typing an account number.

  • Bank details block

    Account number, sort code or routing number, IBAN and BIC, set so that a person copying them into a banking screen gets them right the first time.

  • Payment terms line

    The line that says when the money is due and what happens if it is not, which is short, easy to write and easy to place somewhere nobody reads.

  • Remittance slip

    A detachable panel at the bottom of the page carrying the reference, the amount and the payee, meant to be torn off and returned with a payment.

  • Instalment schedule

    A table of dated payments making up a total, used on staged contracts, payment plans and deposit-plus-balance arrangements.

  • Prepayment and balance

    A block that subtracts what has already been received from the invoice total and states the remaining amount, which is the only figure the payer should act on.

  • Direct debit mandate

    A form section collecting account details, a signature and a date, to be filled in on paper and returned.

  • Payment history table

    A list of payments received, each matched to the invoices it settled, printed so a customer can reconcile their own records against yours.

  • Overdue notice band

    A band across the top of a reminder saying how overdue the amount is, sitting above an otherwise ordinary invoice layout.

  • Refund and credit block

    The amount being credited or refunded, on a credit note, laid out so nobody reads it as another bill.

Signing, terms and clauses

Blocks where the layout has consequences: a signature that lands alone on a page, a clause number that restarts, a term nobody can prove was present.

  • Signature block

    Rule, printed name, title and date, laid out to be signed by hand, and required to stay attached to the text it is signing.

  • Terms and conditions page

    The block of standard terms, usually on the reverse or at the end, which has to fit in a fixed space without becoming unreadable.

  • Numbered clauses

    Hierarchical clause numbering, where 4.2.1 has to stay correct through every edit and has to be findable from a cross-reference elsewhere in the document.

  • Initials and date boxes

    Small boxes for a signatory to initial each page or enter a date by hand, used where every page has to be shown to have been seen.

  • Legal footer notice

    Registered company name, number, registered office and any regulatory statement, set small at the foot of every page because it has to be on every page.

  • Approval chain

    Three or four named roles with a signature space, a date and sometimes a stamp, showing who produced a document and who released it.

  • Revision marker

    The document's revision letter or number, its date, and often a short change note, printed so that anyone holding a copy can tell whether it is current.

  • Governing law clause

    The short clause naming the law that applies and the courts that will hear a dispute, usually near the end of an agreement.

  • Confidentiality marking

    A classification such as confidential or commercial in confidence, printed on every page so a single sheet carries its own handling instruction.

  • Consent statement

    A statement the reader agrees to, with a box or a signature recording that they did, on a form completed by hand or pre-filled.

  • Exclusions list

    What a quote, warranty or scope does not cover, printed alongside what it does, so the boundary is stated rather than implied.

  • Warranty terms block

    What is warranted, for how long, from when, and what voids it, printed as one block on a warranty card or the back of a certificate.

  • Insurance details block

    Insurer, policy number, cover type, indemnity limit and expiry date, printed where a client or a principal contractor needs to verify cover.

Finding your way through a long document

Anything that refers to a page by number has to be produced after pagination, which is the single fact that makes this group different from all the others.

  • Cover page

    The first page of a long document, which usually wants different margins, no running header and no page number, and therefore needs its own page rule.

  • Table of contents

    A list of headings with the page each one starts on, which cannot be written by hand because the page numbers do not exist until the document has been laid out.

  • Page numbered footer

    The folio, printed in a page margin box, usually as a number and a total, and usually required to be absent from the first page.

  • Running header

    A line at the top of each page carrying the document title and, ideally, the section the reader is currently inside.

  • Appendix

    Supporting material at the end of a document, numbered separately from the body so it can be added to without renumbering anything.

  • Continuation marker

    The word continued, printed at the foot of a split block or in the repeated header of a table, so a reader knows the page is not the whole thing.

  • Section divider page

    A page carrying only a part number and title, used to separate the major sections of a long document.

  • Attachments list

    A list of documents that accompany this one, with enough identification that a reader can tell whether they have received everything.

  • Glossary

    Defined terms with their definitions, set so a reader can find a term by scanning down the left edge.

  • Abbreviations list

    Short forms with their expansions, usually at the front of a technical document, set compactly because there are often a lot of them.

  • Document control block

    Owner, status, issue date, review date and reference, gathered into one block near the front of a controlled document.

  • Distribution list

    Names, roles and copy numbers of everyone the document was issued to, printed so a recipient can see who else has it.

  • Back cover

    A final page carrying contact details, a document reference and nothing else, so a reader can tell the document has ended.

  • How to read this document

    A short block near the front saying what the document contains, which parts matter to which reader, and what to do next.

  • Back-of-book index

    An alphabetical list of subjects with the pages they appear on, at the end of a long reference document.

  • Section summary box

    Two or three lines at the start of a long section saying what it concludes, so a reader can decide whether to read the rest.

Marks on the page

Marks that sit over, under or beside the content rather than in the flow with it.

  • Watermark

    A large word set diagonally behind the content on every page, used to mark a document as a draft, a copy or a specimen.

  • Letterhead

    The organisation's name, mark and address at the head of a document, usually on the first page only, with the body starting below it.

  • Page border frame

    A decorative rule or ornamental frame drawn around the whole page, used on certificates, awards and formal documents.

  • Stamp and seal area

    A reserved clear area where a rubber stamp, an embossed seal or a wet signature will be applied after printing.

  • Bleed and crop marks

    Extra artwork beyond the finished page edge and the short rules that show a trimmer where to cut, needed for anything printed oversize and cut down.

  • Photo evidence grid

    A grid of photographs with numbered captions, used in surveys, inspections and incident reports where the images are the evidence.

  • Checkbox list

    A list of items each with a box to be ticked, used on inspection sheets, handover forms and anything filled in on paper.

  • Notes and free text block

    An open area carrying whatever somebody typed into a notes field, which may be empty, may be one line, and may be four pages.

  • Callout box

    A boxed note set apart from the body text, carrying a warning, a definition or an aside.

  • Margin note

    A short note set in the outer margin beside the text it refers to, used for cross-references, dates and editorial comments.

  • Pull quote

    A short extract set large and apart from the body, used to break up a long document and signal what matters in it.

  • Fold and punch guides

    Faint marks at the page edge showing where a sheet will be folded or punched, so nothing important lands under a crease or a hole.

  • Landscape page in a portrait document

    A single page turned on its side to hold a wide table or drawing, inside a document that is otherwise portrait.

  • Two column body text

    Running text set in two columns for the length of a document or a section, rather than for a short list.

  • Full bleed image page

    An image occupying an entire page with no margin, used as a divider, a cover or a plate in a document that will be trimmed.

  • Ruled writing lines

    An open area of ruled lines for somebody to write on, on a form completed by hand.

  • Colour key legend

    A legend mapping colours to meanings, beside a chart, a plan or a coded table.

  • Step by step instructions

    An ordered procedure with prominent numbers, followed by somebody holding the document while doing something else.