Design a document template

The designer is where you build a document template. The page is in the middle, the toolbar is at the top and the sidebar has four tabs: Elements, Properties, Data and Layers.

The toolbar

• Template Name, Document Type and Entity Type of the template.
• Undo and Redo.
• Zoom Out and Zoom In, from 25% to 200%.
• Grid shows a grid on the page, Snap makes elements snap to it.
• Generate with AI, Preview and Save. Saving closes the designer.

Set up the page

1. Click an empty part of the page so that no element is selected.
2. Open the Properties tab.
3. Under Page Settings, choose the Page Size (A4, A5 or Letter) and the Orientation (Portrait or Landscape).
4. Set the Margins in millimeters.
5. Optionally enter the address of a background image, for example a scanned CMR form to place your fields on.

Add elements

1. Open the Elements tab.
2. Click an element type, or drag it onto the page.
3. Drag the element to its place and drag its edges to resize it.
4. With the element selected, open Properties to set its position, style, border, opacity and the settings of that type.

Element	Use
Text	Fixed or data-driven text, with font, size, weight, style, color and alignment.
Input Field	A field that stays fillable in the downloaded PDF. You can set a placeholder, required and a maximum length.
Link	A clickable web address, which can contain data.
Image	A logo or picture.
Shape, Line	Rectangles, circles, ellipses and horizontal or vertical lines for boxes and dividers.
Table	Rows and columns, for example the goods of a shipment.
Barcode, QR Code	A code built from a value such as the order number.
Container	Groups elements that belong together.
Repeater	Repeats its contents for every item in a list, such as each shipment or stop.
Conditional	Shows its contents only when a condition is true.

Connect elements to data

1. Select the element and open the Data tab.
2. Choose Static for fixed text, Variable for one data field, or Expression for text that mixes data, loops and conditions.
3. Under Available Fields, use Search fields... and click a field to bind it. The fields depend on the template's entity type.
4. For a list, such as shipments or goods, click a field marked (loop). This sets up a loop over that list, for example on a Repeater.

Syntax Help in the same tab shows the notation:

• Variables: {{field.path}}
• Loops: {% for item in items %}...{% endfor %}
• Conditionals: {% if condition %}...{% endif %}
• Formatting: {{value | format:"date"}}
• Fallbacks: {{field.path ?? other.path ?? "default"}}

Arrange layers

The Layers tab lists every element. Click one to select it, or use the icons to duplicate or delete it. Elements inside a container, repeater or conditional are shown below their parent.

Preview the result

1. Click Preview.
2. Check the page, filled with sample data.
3. Click Edit Data to change the Sample Data (JSON) and see how the template reacts, for example to long names or many goods.
4. Click Download PDF to test the actual PDF.

Generate a design with AI

1. Click Generate with AI. The panel Generate document template with AI opens.
2. Optionally upload a picture or PDF of an existing document.
3. Describe what you need in Description, for example "Recreate this CMR waybill and bind the sender and consignee to the customer details".
4. Leave Modify the current design (unchecked: start over) on to change the current design, or switch it off to start over.
5. Click Generate template and wait while it shows Generating....
6. Review the design. It is not saved yet. Fix any bindings the panel lists as not matching a field, because they would print empty.
7. Click Save.