Settings

Configure your template's settings

You can edit your template's settings by clicking on the cog icon in the top right of the template builder page. This will open a pop-over menu with options for configuring page settings such as document naming, margins, page format, etc.

Open the settings menu

Document Naming

You can customize the name of your documents by entering a name pattern in the template settings. Add variables to the name pattern to make each document name unique. Variables can be used in your document name pattern the same way they are used within Text elements in templates.

Tokens

{{[!-- Place this in the name field --]}}
Invoice {{[Invoice Number]}} 

Variables (deprecated)

{{!-- Place this in the name field --}}
Invoice {{invoice_number}} 

Sizing/Format

You can select the margin sizes, page orientation (portrait or landscape), and page formatting for your template. The default page size is "Letter" (8.5 x 11 inches), but you can select from 7 standard formats.

• Letter

• Legal

• Tabloid

• A3

• A4

• A5

• A6

If those sizes don't meet your requirements, you can define your own custom size by selecting the "Custom" format.

Margins

Page margins are applied to each individual page in a document.

Render Engine Version

The render engine builds out your template for preview and storage.

There are currently two render engine versions. By default, your template uses v2, and it is the engine we recommend using. However, if something in your template is not working as expected, you can try reverting to render engine v1 (we still recommend reporting the issue to documint support via the chat feature in the app or via email).