Settings

XPress settings live in three places, each answering a different question.

	What it is	Who it affects
Export templates	Named, saved configurations you build once and reuse	Everyone on the site
A template’s labels	Which pages it suggests itself for	Anyone one-click exporting such a page
A space’s default template	Which template one-click exports in that space use	Everyone exporting from that space
Per-export adjustments	Changes you make to a single export	Only that export

Export templates

A template holds a complete export configuration - format, paper size, orientation, margins, cover page, contents page, header, footer, page numbers, watermark and file name - under a name you choose. Templates are site-wide, so one means the same thing in every space.

Build and edit them in the visual designer: open the Settings panel, then Manage → Templates, or press Templates at the top of the XPress page under Apps. Anyone can create a template; only its creator or a site admin can change or delete it, and lock the settings everyone who exports with it must keep. Full detail in Export Templates.

A default template per space

Each space can nominate one template as its default. That default drives the one-click exports - the Export to PDF action in a page’s byline and in its ··· menu - so everything filed under that space comes out consistent.

Only a space admin or a site admin can set it. The default decides the cover, header, footer and watermark on every one-click export in the space, so it is not something any member can change on everyone else’s behalf. If you are not an admin, you simply will not see the option.

A watermark in the default goes on everything. When an admin chooses a default template with a watermark, every export from the space carries it: the one-click exports, the XPress page, and exports from the space’s XPress panel, whichever template is picked there. The watermark switch shows it as required, so nobody can leave it off their own copy.

Lock the template in the space. A template can lock settings, such as the header or the file name, and they hold wherever it is used, as its owner sets them. Without the space’s lock, though, people can pick another template in the space’s XPress settings. When an admin ticks Lock this template in this space, the default becomes the only template for the space: the picker stays on it, marked Locked in this space, and the settings it locks come out the same on every export from the space, from the one-click exports, the XPress page and the space’s XPress panel alike. They keep the values the template has when the admin locks it, until a space or site admin changes them. Everything the template leaves unlocked stays each person’s to adjust.

Only a space admin or a site admin decides what the space requires. When one of them edits the template, the space takes the change to its watermark and, if the space locks the template, to its locked settings too, including which settings are locked. When the template’s owner edits them, the space keeps what its admin chose, and the space’s XPress settings show the space admin what changed, with an option under Manage to apply it. A change that would remove the space’s watermark is never offered: to stop marking the space’s documents, an admin picks a different default.

A required watermark needs letters or numbers of its own: one made only of {title} or {space} is not required, and the designer says so as you type. While a watermark is required, page margins are held to at most 40 mm a side, so the watermark always has room to print whole. A PDF you made before the space required its watermark is not offered as the page’s current one: XPress makes a marked copy instead.

To choose it, open XPress in the space, open Settings, pick the template and press Use as space default under Manage. The window lists what the template locks: tick Lock this template in this space if members must not pick another, and confirm. From then on the picker opens on it for everyone, marked Space default. To lock or unlock it later, an admin opens Locked in this space or Not locked in this space under Manage; to choose another default for a space that locks its template, untick the lock there first. If the template a space locks is deleted, its locked settings and its watermark still hold on every export from the space. The picker opens again, and admins see Locked template deleted under Manage until they choose another default.

Without a default, one-click exports use a template labelled for the page, and otherwise Simple document. The settings panel opens on Simple document, the plainest starter template, so even the very first document already looks finished.

Per-export adjustments

You do not need to edit a template to change a single export. In the Settings panel choose Adjust for this export, change what you need, and export. XPress flags the settings panel while they differ from the template, with Reset to template to put them back, and leaves the template untouched. A setting the template or the space locks is the exception: it shows its value with a padlock beside it and cannot be changed, and a note above the settings names what is locked.

Exporting one page from the XPress page under Apps? Pick it, and the Will export panel offers the four adjustments a single page needs most - paper size, cover page, contents page and watermark - again for that export only, unless a lock holds them. See One-Click Export.

Nobody inherits a colleague’s one-off change: an adjustment applies to the export you make it for and is not remembered. If a configuration matters, save it as a template.

What each setting does

Section	Controls	Documented in
Format	PDF or HTML	-
Layout	Paper size, orientation	Page Layout
Margins	Top / Right / Bottom / Left in mm, optionally mirrored for binding	Page Layout
File name	The name the exported file is saved under, placeholders included. Left empty, the file takes the page’s title	Headers & Footers
Cover page	Toggle + title, subtitle, and a logo - your site’s or a URL	Export Templates
Bare cover	Toggle - no header, footer, logo or page number on the cover sheet	Headers & Footers
Contents page	Toggle + how deep it lists: pages, or pages and their headings	Page Layout
Numbered headings	Toggle - numbers every section and the headings inside it	Page Layout
Numbered pictures	Toggle - captions each attached picture as Figure 1, 2, 3	Page Layout
Header	Words on the left, in the centre and on the right of the top margin, placeholders included (PDF only)	Headers & Footers
Footer	The same three places along the bottom margin (PDF only)	Headers & Footers
Header or footer logo	Your site’s logo or its compact mark, in any of the six places. Set in the template (PDF only)	Headers & Footers
Page Numbers	Toggle + position (top or bottom, left, center or right) and style (1, i or I) (PDF only)	Headers & Footers
Watermark	Toggle + text, position, opacity, rotation, size	Export Templates
Title sizes	Size, weight and line height of the cover title, page titles and contents heading	Page Layout

What is not configurable

• An image in the header or footer other than your site’s logo. A logo you host at a web address goes on the cover page.
• The look of the pages themselves. Your brand’s colours and typefaces dress the document XPress builds around your content - the cover, the contents page, your page titles. The headings, tables and code blocks inside your pages keep Confluence’s own look, which is almost always what you want from an export. See Your Brand.
• The watermark’s colour - its text, position, size, angle and opacity are yours; the colour itself is fixed.
• Different settings for different sections of one bulk export.
• Different words on odd and even pages. With mirrored margins the header and footer trade sides on every other page, but they say the same thing on each.
• Page numbers that start again after the cover. The count includes the cover and the contents page.

If any of these would meaningfully change your workflow, tell us at support@bytera.tech.

What is stored

• Templates, shared across the site, kept until someone deletes them. A site can hold far more than any team we have met has wanted; if you ever meet the ceiling, tell us and we will raise it.
• Each space’s default template, and when the space locks it, the values it locked.
• Your brand - logo, colours and typefaces, kept until an admin changes them. See Your Brand.
• Export history - the last 20 exports per space, each kept for 30 days. See Export History.

Next

• Export Templates - build one in the designer.
• Troubleshooting & FAQ - common questions about exporting.