Creating a Template

This article walks through creating a new document template — from picking the source datastore to designing the layout and testing with real data.

Step-by-Step

1. Open Architect Panel → Document Templates and click New Template.
2. Pick a name (e.g. “Invoice — Standard”), source datastore (e.g. Invoices) and output format (PDF).
3. Choose a starting point — blank, or a built-in style (Modern, Classic, Minimal, Bold).
4. In the editor, design the document:
   • Header: logo and document title.
   • Body: insert merge tokens via the picker — {{customer.name}}, {{date}}, {{invoice_number}}.
   • Tables: drag-in a repeating-row block, bind to a child collection (e.g. line_items), define columns.
   • Footer: terms, page numbers, contact info.
5. Use the “Preview with sample record” button to see real output.
6. Save.

Merge Token Syntax

• {{customer.name}} — direct field.
• {{date|short}} — with a formatter.
• {{total|currency}} — currency formatter, uses tenant locale.
• {{#if discount}}…{{/if}} — conditional sections.
• {{#each line_items}}…{{/each}} — loops for tables.

Worked Examples

• Invoice template: Header logo, customer block, invoice number/date/due date, line item table with quantity/unit/total, subtotal/VAT/grand total, payment instructions footer.
• Quote template: Title page with project name, executive summary, scope sections with conditional includes, line items, signature page.
• Certificate: Landscape A4, decorative border, large title, attendee name in script font, signature, date.
• Multi-language template: Conditional sections based on customer's preferred_language field deliver an English or French version.