Master Elements - What are they and How to use?

Master Elements - What are they and How to use?

Master elements in Perfect Doc Studio are pre-designed elements that can be used as building blocks for creating custom templates for various types of communications, including documents and emails. These elements are provided out of the box to help users quickly and easily design professional-looking communications without requiring extensive design skills or experience.


HOW TO USE? 

To access and use the Master Elements in Perfect Doc Studio, follow these simple steps:

  1. Open the left panel of the Perfect Doc Studio platform.
  2. Click on the "Elements" option in the left panel.
  3. In the new panel that appears, click on the "Master" tab.
  4. You will see a list of all the available Master Elements in the system.
  5. You can use the search bar to find specific Master Elements.
  6. Some of the Master Elements available in the system include shapes, lines, barcodes, tables, and form elements.
  7. To use a Master Element in your design, simply drag and drop it onto your document or email template.

LINES
The Line master element in Perfect Doc Studio enables users to add a line to their documents. After dragging and dropping the line, users can easily adjust its weight by selecting options in the top bar.



Additionally, users can choose different line styles such as dotted or other variations by clicking on the options available in the top bar.

SHAPES

The Shapes master element in Perfect Doc Studio enables users to incorporate basic shapes like squares, rectangles, circles, and rounded rectangles into their document and email designs. Users can modify the color, size, and configuration of the shapes that are added to the templates. To include a shape, users can simply look up "rect" or "square" in the search bar located in the left-hand elements panel under the master tab.


After a shape is included in the template, it's possible to modify its color, border radius, and border width, as displayed in the example below.




BARCODES

To generate dynamic barcodes in document templates, simply drag and drop the barcode master element from the master elements section, as demonstrated in the image below.





The system supports a variety of barcode types, including Aztec, QR code, Barcodepdf 417, and DataMatrix.


To generate dynamic barcodes, simply select the desired barcode type from the master elements section and drag and drop it onto the document template. Then, choose a variable from the drop-down menu located above the barcode element, as illustrated in the image below. The variable value supplied during document generation can be used to automatically generate custom barcodes.




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