What are Interactive Documents?

What are Interactive Documents?

Interactive Documents enable users to customize a document template on-demand without modifying the original design. The master template remains unchanged, while users can add or adjust content through an interactive design interface before finalizing the output.

For example, Imagine you are sending a contract to multiple customers. The base agreement applies to everyone, but one specific customer requires an additional clause. Instead of creating a new template, you can turn the base design into an Interactive Document, add the required clause for that customer alone, and complete the transaction while keeping the master template unchanged for all others.


    • Related Articles

    • How to use Interactive Documents?

      To make your document design interactive, please follow the steps: 1. Only specific parts of a document can be made interactive. Supported elements include Text Blocks and Creative Blocks. Elements such as the Table of Contents, Header, Footer, ...
    • What is Best Insights in Documents?

      Within the Documents section's Dashboard page, the left side displays the Consolidated stats for documents generated in the system over 7-day periods. Users have the option to choose a date range limited to the past 7 days, allowing them to access ...
    • Adding Dynamically populated Tables

      Dynamic tables serve as interactive components within documents, dynamically altering their content in response to user interactions or modifications in data. Widely employed across various domains including data management systems, financial ...
    • Organizing Documents into Folders

      Folders serve as a space where each team / user can store their Document designs in distinct folders and arrange them systematically. For creating a folder, follow these steps: 1. Navigate to the Folders option located in the left-hand side menu and ...
    • Document Settings

      The Document Settings section, accessible from the left-hand menu, enables you to manage key aspects of your document, including its display name, tags, PPI, font family and size, document summary, as well as options to make the document accessible ...