Overview
Templates are "blueprints" used to create dynamic documents with your data.

What are Templates and why do we need them?

If we wanted to create a static document we could do this easily by using one of the many document editor applications on the market (ie. Microsoft Word, Google Docs, etc.). But what if we wanted to create the same type of document (ie. invoice) multiple times and each time it had different information. We could create a document in a traditional document editor and manually update the contents of the document every time we needed a new version. This process is tedious, error-prone, and takes a long time. What if we could automate this process? This is where templates come in.
Templates allow you to design your document with information placeholders called variables. At the most basic level, variables tell Documint where in the document to place your data when it is created. This, however, is just the beginning. You can also use variables to conditionally show or hide content in your template and even repeat certain elements of your template based on the data being merged.
So, how do we actually create documents from our templates? The process of creating documents from your data is called "merging" and it occurs when data is sent from your data source application (ie. CRM, database, etc.) to your template. Documint receives the data and places it in the corresponding variables that you've added to your template.
Documents created from templates will grow or shrink to as many pages as necessary to fit its content.

Template Designer

Templates are created and edited using the Template Designer. Using the Template Designer you can add content, style, format, and add logic to your template. Here at Documint, we understand that documents have evolved from the long-form text format of the past into beautifully designed documents with complex layouts. This is why, unlike most other document editing applications, the Documint Template Designer is a block-style editor that gives you full control of the layout of your document.
Designing templates is quite easy. Simply drag-and-drop the type of Element you wish to add from the Elements panel into your template. There are two types of elements that you can use, Layout Elements and Content Elements. Layout Elements are used to group and arrange Content Elements, and Content Elements are used to add content such as text, images, spacing, and page breaks to your template.

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