What are Inserts in Perfect Doc Studio and How to use them?
In Perfect Doc Studio, Inserts are pre-approved PDF files that can be added to the end of a document you create. They are used to include important, unchanging content like legal disclaimers, terms and conditions, regulatory notices, or promotional material. Since only PDF files are allowed and the content cannot be edited, inserts help maintain consistency and follow compliance rules.
These inserts can be reused in different templates or jobs. Once a PDF insert is uploaded to the platform, it can be easily added to any output document. Inserts are always placed at the end of the document to keep the main content clean and undisturbed. This helps maintain a clear structure in your communications.
Where to find Inserts?
On the Design page, navigate to the left-hand side menu and click on the "Elements" option.
You will find three categories listed under Elements:
- Reusable Elements
- Reusable Sections
- Reusable Inserts
To access the Reusable Inserts section, click on the right arrow icon.
When you hover over an insert file, two icons will appear:
A three-dot menu (top-right corner)
An eye icon (bottom-right corner)
Click the three-dot menu to access two actions:
Add this insert to template – to include the insert
at the end of your current template.
Delete – to remove the insert from the list.
Click the eye icon to preview the insert
before adding it to the template.
Note: Inserts can only be added at the end of the document flow. They cannot be placed between other sections or flows
Picture: Template view after the insert has been successfully added to the design.
- In the above image, the "2 Pages" label shown at the top-left corner of the insert indicates that the inserted PDF contains two pages. This label dynamically updates based on the actual number of pages in the PDF.
- The bin icon allows you to remove the insert from the design, while the eye icon lets you preview the insert within the template layout.
Perfect Doc Studio also supports Business Logic for Inserts, which allows users to control when an insert should be included based on customer data or document context. For example, a disclaimer insert can be conditionally added only for a specific customer segment or product type. This dynamic rule-based approach enhances personalization while using static content. By enforcing insert placement at the end, Perfect Doc Studio ensures a predictable and compliant layout, especially important in industries like banking, insurance, and telecom where standardized attachments are frequently required in outgoing communications.
How to Add Business Logic to an Insert
1. Click the Business Logic icon located at the top of the insert. A plus sign labeled "Add Business Logic" will appear.
2. Click on it to open a modal window where you can define the logic conditions.
3. In the modal, enter the required business logic. Based on the conditions set, the insert will be shown or hidden dynamically during document generation.
4. For detailed steps on creating business logic, Click HERE!
5. Once business logic is applied, you can edit, remove, or view it anytime. Simply click the Business Logic icon again to access these options.
Picture: Preview icon displaying the applied Business Logic for the insert.
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