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Perfect Doc Studio
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Recent Articles
Adding a Creative Block to Email Templates
Creative Blocks allow designers to fully explore their creativity within Perfect Doc Studio. These blocks let you combine various design components to build visually appealing email layouts. You can enhance your communications with elements such as ...How to Approve or Reject a Document Template
Before a document can move into the production environment, it must go through the approval process. As explained in the article How to Send a Document for Testing and Request Approval, only users with the Publisher role are authorized to approve or ...How to Send a Document for Testing and Request Approval
Sending a Document for Testing A document can be moved to the Testing environment directly from its Draft version. Once you begin designing a document, the Send for Testing button becomes available in the top-right corner of the editor. How to Send a ...Understanding Versioning
In Perfect Doc Studio, every document design goes through a structured versioning workflow to ensure accuracy, compliance, and quality before it reaches production. This workflow is supported by three dedicated environments: Draft, Testing and ...What is a Business Logic?
Business Logic refers to the set of rules and conditions that determine how information is displayed, structured, or processed within a email. Instead of generating static, one-size-fits-all communications, business logic allows documents to adapt ...
Popular Articles
View all Document Templates
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...Triggering Emails Through Excel Uploads
The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...Intro to Data Variables & How to use them?
In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of ...Document Template Creation
CREATING A NEW DOCUMENT TEMPLATE We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section. Follow these steps: 1. ...How to Translate Your Document Template into Multiple Languages?
Perfect Doc Studio allows you to easily translate and generate your document templates in multiple languages with just a single click. Before proceeding, ensure that the Auto Translation feature is enabled in the system. Click [HERE] to learn how to ...