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Perfect Doc Studio
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Recent Articles
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 ...Creating Nested Dynamic Tables Using Variable Relationships in Perfect Doc Studio
In Perfect Doc Studio, you can create Nested Dynamic Tables by establishing relationships between two entities in the variables section. This setup allows the variables of one entity to be linked with those of another, enabling tables to dynamically ...How to Translate your Email Template into Multiple Languages
PerfectDocStudio makes it easy to translate and generate your Email Templates in multiple languages with just a click. Follow these simple steps: 1. Once your Email template design is finalized, navigate to the left-hand side menu and Click on the ...How to Write Your Own Custom Logic for Function Calling
Perfect Doc Studio not only provides predefined functions but also allows users to create their own custom logic using function call text manipulations. This enables you to tailor document behavior according to your unique business rules. Steps to ...
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 ...