Help Center
Go to siteOpen app
  • Help Center
  • Welcome to the Help Center!
  • Guides
    • Designing a Basic Template from Scratch
    • Adding Variables
    • e-signatures with SignNow
    • How to create Tables
  • Templates
    • What's a template?
    • Page Elements
      • Layout Elements
      • Content Elements
      • Conditional Logic
      • Repeating Elements
    • Settings
    • Headers & Footers
    • Data and Variables
      • Syntax
      • Data Types
      • Formatting
      • Functions
        • $calc (beta)
      • Operators
    • Template Designer v2 (Beta)
      • Connections
        • Airtable Connection
        • HubSpot (Coming Soon)
      • Fields Editor
      • Tokens
      • Coming soon
  • Documents
    • What is a Document?
    • Minted Documents
  • Additional Resources
    • How-To Videos
      • Formatting Variables
      • Airtable Integrations
      • Airtable Data and Variables Videos
      • How to add variable images from your Airtable attachments
      • How to filter items in your Documents
      • How to group items in your Documents
      • Signing Documents with SignNow and Zapier
      • Add charts to your Documents with QuickChart.io
      • Add a Word Cloud chart to your Documents with QuickChart.io
      • Using Make.com (Integromat) to create line items in your documents
      • How to QR codes to your documents with QuickChart.io
      • How to add a progress chart to your documents with QuickChart.io
      • How to connect your Documint account using API keys
      • How to connect your Documint account to Airtable using your Personal Access Token (PAT)
    • Glossary
    • Frequently Asked Questions
    • Troubleshooting
  • Integrations
    • HubSpot
      • Installing the Documint app
      • Connecting your Documint account
      • Navigating the Documint App
      • Working with Custom Object Data
      • Adding HubSpot Properties to Your Template
      • Generating Your documents
      • Using Quick-Create
      • Using Workflows to Create Your Documents
      • Troubleshooting the Documint App
      • Uninstalling the Documint App
    • Airtable
      • Add your Airtable Personal Access Token
      • Airtable Extension
      • Generation Link
      • Automation Script
      • Field Types to Documint Variables
      • Adding Images from Airtable
      • Expanding Linked Records
      • Lookup Fields
      • Documents from Multiple Records
      • Duplicate Document Prevention
      • Password Protection
      • Creating Documents
        • Preview Mode
    • Zapier
    • Make.com
    • Coda
    • Stacker
    • Noloco
    • Softr
    • Pory
    • REST API
Powered by GitBook
On this page
  • What are Templates and why do we need them?
  • Template Gallery
  • Getting Started with the Template Designer

Was this helpful?

  1. Templates

What's a template?

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

PreviousHow to create TablesNextPage Elements

Last updated 2 months ago

Was this helpful?

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 automated this process? This is where templates come in.

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 Gallery

If you already have an idea of what you need a template for (ie. invoices), you can save some time by selecting one of the standard templates already provided in Documint.

For example, to get started on an invoice template, select the invoice template option on the Documint home screen.

Getting Started with the Template Designer

To design a template from scratch, start by clicking the New Template button on the top right and selecting the blank template. The next screen is the template designer.

Unlike other document generation applications that use a word-processor style editor, Documint uses a block-style drag-and-drop editor. This gives you the most control over your template design and layout.

The template designer is composed of three main panes:

  1. On the left is the Add pane, which has Content and Layout elements you can add to the document

    • Examples of content elements include forms of information like text and images

    • Examples of layout elements include ways of organizing the template space, such as sections, rows, and columns

    • Selecting an element will enable you to configure its properties, this pane will also appear on the left

  2. At the center of the screen is the canvas, where template elements are placed according to your design

  3. On the right hand side is the Data pane, where you can link Document to other services through integrations, as well as create and manage data placeholders called variables.

Templates allow you to design your document with information placeholders called . 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.

variables