Applying a custom theme or brand

Sharing a custom look and feel across multiple Assembly Line interviews

The ALThemeTemplate repository is a template for a "brand" package that you can use for your own organization.

Visual customization

You can customize Docassemble, and Assembly Line interviews, with a Bootstrap 5 theme.

Customizing the logo and title for Assembly Line interviews

You should also customize the:

• Title
• Home page
• and logo

Creating a custom CSS theme with Bootstrap.build

If you want to build a custom theme, encompassing colors, fonts, button styles and other options that are configurable with css, you can:

1. build one from Bootstrap 5 source
2. start with a theme generator tool like bootstrap.build and in some cases, add some custom CSS to make it work with Docassemble.

Using bootstrap.build is the simplest option for most authors.

1. Visit the bootstrap.build website.
2. Click the button to open the Builder
3. Customize the options that you want to customize. Typically those will include:
   • Under color system, the $gray/$blue/etc. colors, if you use a matching color in your theme
   • Under color system, almost always the variables primary, secondary, success, info, warning, danger, light and dark
   • Under Typography, customize any fonts that you wish to use
   • Under forms, you may want to customize button size and rounded edges
4. Click the "export theme" button (it may be hidden behind a banner at the top of the page) and choose the "bootstrap.min.css" option. Rename this theme to be more specific. Optionally, download the _variables.scss file so that you can easily load and adjust your settings in future.

Next, you will need to make a small adjustment to the theme generated by bootstrap.build. Copy and paste the code below into the bootstrap.min.css file (or your new file name).

.visually-hidden {
    clip: rect(0 0 0 0);
    clip-path: inset(50%);
    height: 1px;
    overflow: hidden;
    position: absolute;
    white-space: nowrap;
    width: 1px;
}
  
.bg-dark {
  background-color: #1a73e8!important;  /* replace with your desired nav bar color */
}

Add this theme to your Docassemble playground using the Folders | Static menu.

You can then reference your new file by adding a bootstrap theme feature to your interview:

features:
  bootstrap theme: bootstrap.min.css

Creating a custom theme from source instead of with a theme generator

While the above instructions to use bootstrap.build can work well in most circumstances, you may run into small interface bugs introduced by the theme generator. If you prefer more control over building the theme, you can create a custom theme from the bootstrap source code. The Bootstrap documentation covers the details of theming if you want to take this approach.

Create a new custom.scss file anywhere on your computer to contain the SASS/CSS styles for your branding. Detailed instructions on what this file can contain are in the Bootstrap documentation.

You can use a color theme generator like Huemint.com to make sure that you have a consistent set of all 9 Bootstrap variables. When you use the color theme generator, at the bottom of the page, you will see a small snippet of code that you can copy into the customs.scss file.

For example, your new custom.scss might look like this:

// Custom.scss
// Option A: Include all of Bootstrap

// Include any default variable overrides here (though functions won't be available)

$white: #ffffff;

$theme-colors: (
    "light":      #d8e2a5,
    "dark":       #1b1b1b,
    "primary":    #25dec6,
    "secondary":  #375b5a,
    "info":       #d74d72,
    "success":    #0cb545,
    "warning":    #f4ca0b,
    "danger":     #fa043c,
);

// Note: we placed our custom.scss file in the bootstrap path for simplicity,
// so we use a different path than in the bootstrap documentation
// @import "../node_modules/bootstrap/scss/bootstrap";
@import "bootstrap";

// Then add additional custom code here

Once you have written your custom.scss file, you can use the ALDashboard (which you can install on your docassemble server) to compile a custom Bootstrap theme. If you are associated with the Suffolk LIT Lab and have an account on the Suffolk Development server, you can visit a live version of the tool to try it out.

At the end of the tool, you can view what all of the different bootstrap components will look like with your theme. If you want to change any of the colors, you can go back and edit your "custom.scss" file and regenerate the bootstrap theme.

Once you like the colors you've chosen, download the compiled file, and then add it a docassemble project, in the static folder. You can then reference your new file by adding a bootstrap theme feature to your interview:

features:
  bootstrap theme: my_bootstrap_theme.css

Running node and npm to build a Bootstrap config (optional)

If you don't have access to a docassemble server yourself, you can also compile a bootstrap theme from source using node and npm.

Use a computer with a current version of Node. The instructions on this page assume you are using an Ubuntu Linux computer with Node installed, but they should be the same on any workstation. They were tested on a machine running Windows 11 with Ubuntu running under Windows Subsystem for Linux (WSL).

It also assumes that you have VS Code installed, but you can use any text editor of your choice.

First, download the Bootstrap source, and install its dependencies. As of this writing, the latest version you should use is 5.1.3.

wget https://github.com/twbs/bootstrap/releases/download/v5.1.3/bootstrap-5.1.3-dist.zip
unzip bootstrap-5.1.3-dist.zip
cd bootstrap-5.1.3
npm install

Place the custom.scss file you wrote from the above section in the unzipped bootstrap-5.1.3 folder, and use npm to compile the theme file.

cd ~/bootstrap-5.1.3
npm run css-compile

Your new custom.css file is in the ~/bootstrap-5.1.3/dist/css directory. Copy this file to your Docassemble static folder and reference it as a bootstrap theme.

Using custom fonts in the frontend

You can use custom webfonts with Docassemble, just like you can with any other web product.

This Mozilla guide about web fonts is a good place to start.

If you do not already have a .woff or .woff2 file but you do have a TrueType (TTF) or OpenType (OTF) file that you are licensed to distribute, you can create one with a free online web font tool.

1. Once you have a .woff file, upload it to the /static folder of a Docassemble playground.
2. Add an @font-face directive to your bootstrap.css file (or a separate CSS file that you reference in the features block of your interview)

You cannot include Mako tags in your CSS file, so in order to use the new font face, you should add it to a Docassemble package and then install the package on your server.

Example:

@font-face {
    font-family: 'my_font';
    src: url('/packagestatic/docassemble.MyTheme/my_font.woff2') format('woff2'),
         url('/packagestatic/docassemble.MyTheme/my_font.woff') format('woff');
    font-weight: normal;
    font-style: normal;
}

In the example above, MyTheme is a Docassemble package that is installed server-wide. my_font is both the name of a web font and the name of the WOFF file.

Using custom fonts when creating PDF files from DOCX templates

If you would like to use a font other than the Microsoft fonts popular in the late 1990s-2000 era (Arial, Times New Roman, Courier) then you will need to install the fonts on your Docassemble server.

Make sure that you have a license for each font you want to install.

1. Locate the .otf or .ttf file representing the font that you want to use inside your Word template (note that these are often in c:\windows\fonts)
2. Copy the font to your docassemble server
3. Copy the font inside the docker container
4. reset the font cache
5. restart the docassemble supervisor processes

scp ~/myfont.ttf apps.example.com:
ssh apps.example.com
docker cp myfont.ttf mycontainer:/usr/share/fonts
docker exec mycontainer /bin/bash
fc-cache -f -v
supervisorctl restart uwsgi
supervisorctl start reset
supervisorctl -s http://localhost:9001 restart unoconv

Instead of copying the fonts to /usr/share/fonts, you could likely copy them to /var/www/.fonts. This has the advantage of being writable by the web process from a Python module.

If the font still does not appear to be installed (try generating a PDF with the custom font),you may need to do a docker stop -t 600 mycontainer followed by a docker start mycontainer.