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How to edit the document template?
How to edit the document template?

In this article, you can find information and tutorial videos for most of the components available in the template editor

Erik Mancír avatar
Written by Erik Mancír
Updated over a week ago

Modifying printouts

To modify printouts, you need to modify the corresponding template. Select the template you want to modify and click on edit. If you want to use a specific order’s or product’s data fields as an example while editing the template, select it before clicking on edit.

Text Component

The Text Component allows to display of different string values but also supports Number and Date formatting. This means that every user can easily format values in the editor.

Editable PDF fields

Expanded text editor

It is possible to expand the editable area for Text component, so you can easily edit large text content. You can expand the text editor from the component's context menu or from the Formatting tab.

Newspaper columns

It is possible to split text content in the Text Component into columns. You can specify the number of columns using the Columns selection in the Formatting tab. All page breaks and overflows are handled automatically, so you can easily split dynamic content into columns. NB! In the editor view, you will see a single column, and content is split into multiple columns once the output (PDF or preview) is rendered.

Table Component

The Table Component allows it to iterate over a list of data (arrays, lists etc), and it is also possible to filter, sort and group the data. Each table column is a Text Component and provides exactly the same formatting options.

The Table Component only displays a single data row in the editor view. The first row acts as a header, and the second row is used as a template to render each row in the data set. All other rows are treated as summary rows and rendered after the data rows.

You can use the "group by", "filter by", and "sort by" functionality in the advanced settings of the Table component.

Container Component

The "Container" component allows the grouping of other components. It is also possible to iterate arrays if the Data Field is set. In that case, the "Container" is used as a template to render each row in the data set. It is possible to nest multiple "Container" components.

The grouping, filtering, and sorting option is the same for the container as for the table and can be found in the advanced settings.

Header & Footer

The "Header" and "Footer" components extend the "Container" component and allow to group other components. They have a fixed position and will be repeated on every page.

All the components inserted inside the header or footer component will be repeated on each page automatically.

Chart Component

The “Chart” component allows you to add data fields as the x and y-axis. It is also possible to choose the type of chart. You can set advanced settings according to the chosen type.

The y-axis must be a numeric value.

Image Component

The "Image" component allows adding images from multiple sources.

* You can upload a local file

* Specify a static URL

* Create dynamic images using data field values (data field value must be an URL or base64 encoded image string).

Barcode & QR code

The "Barcode" and "QR" components allow rendering barcodes and QR codes from any field in the data set. The "Barcode" component supports multiple barcode types from C39 to EAN, UPC, and PHARMA.

Checkbox & Radio Button Component

The value assigned to a checkbox or radio button is evaluated as boolean (true/false) to determinate if it should be checked or unchecked. If you want to have a group of radio buttons, you need to use the Container component to iterate over the list of items and add the Radio component as a subcomponent.


Radio Button

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