Document Designing
Creating Rule-Driven Documents Based on Business Logic : Element and Flow level
Applying Element-Level Business Logic Users can apply business logic directly to individual elements or group multiple elements together and apply the logic collectively. Grouping Elements: 1. Select the elements you want to group: 2. Hold the Shift ...
What is Business logic?
Business Logic refers to the set of rules and conditions that determine how information is displayed, structured, or processed within a document. Instead of generating static, one-size-fits-all communications, business logic allows documents to adapt ...
Condition Types and How to Add or Remove Business Logic
Condition types: Match First: Enabling this option will display the section based on the first rule that matches, disregarding subsequent rules. Match Last: This option matches with all sections and displays the section that matches the last. For ...
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 ...
Managing Combo Boxes in your Document
Combo Boxes: Combo boxes provide a dropdown menu of predefined options, allowing users to select one from the list. They are perfect for saving space in forms, ensuring consistent data entry, and enhancing the user experience by offering a clear set ...
Managing Check Boxes in your Document
Check Boxes: Checkboxes allow users to select one or more options from a set of predefined choices. They are ideal for situations where multiple selections are possible, giving users the flexibility to choose as many options as needed. Inserting a ...
Managing Radio Buttons in your Document
Radio buttons are used to allow users to select only one option from a set of mutually exclusive choices. Here's how you can add and configure them in your document: Inserting a Radio Button To insert a radio button, click the Radio Button option ...
Reusable Sections in a Document Template
Users can create reusable pages and sections within a document template. This means they can design an entire document for reuse in another template or build specific components—like headers—and save them as reusable sections for future use. Please ...
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 ...
How to Create a Fillable Document in Perfect Doc Studio
Perfect Doc Studio makes creating fillable documents simple and efficient. With features like signature fields, checkboxes, and other interactive form elements, you can design professional, user-friendly forms that are easy to complete digitally. ...
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 ...
What is Channel Mapping?
If a user needs to share common information with a specific group of people via printed PDFs, emails, and short messages, there’s no need to create separate templates for each module. Instead, they can create a single document template and link email ...
Styling and Formatting Static Tables
Styling & Formatting Static Tables 1. Adding or Removing Cells Hover over the edges of any cell to display a plus (+) symbol. Click this symbol to add a row or column as needed. 2. Deleting Cells To delete a cell, right-click on the selected cell and ...
How to insert a Static Table
How to Insert a Static Table Incorporating static tables into your design is now as simple as dragging and dropping. Follow the steps below to easily insert a static table: 1. Locate the Static Table Option: On the design page, find the "Static ...
How to include Headings and sections in Table of Contents
1. Once the TOC has been added to your document, a default table of contents page will be generated. This page is non-editable and will automatically update as you add headings and sections to your document. 2. To include specific text in the Table ...
How to include Table of Contents in a Document
Follow these steps: 1. Head over to the “Let’s Design” section, we can see the Table of Contents option below other design elements. 2. Simply drag and drop the Table of Contents section above or below any current page. The user can include the TOC ...
How to include Hard page breaks in a Document
In Perfect DocStudio, within document formatting, a hard page break, alternatively termed a forced page break, serves as a command to commence a new page precisely at the specified location, regardless of the space remaining on the current page. ...
Using and Uploading Fonts
PerfectDoc Studio allows you to customize your documents with a variety of fonts beyond the default options. This guide will show you how to utilize both Google Fonts and upload your own fonts. Using Google Fonts Select Text: Highlight the text you ...
Creating Rule-Driven Documents Based on Business Logic : Block Level
Applying Block Level Business logic: Naming the section: In the document structure, each section is regarded as a block. Therefore, prior to applying any rules to a particular section, it is essential to assign a name to that section. Hover over the ...
Adding Dynamic Images to a Document
In our Perfect DocStudio, users have the capability to incorporate dynamic images into their creations. These images can be automatically updated by linking them to specific variables. This means that the visual content within documents can change ...
How to Repeat sections in a Document
The "Repeated Block" feature, located in the "Let's Design" section, enables the addition of repeating sections within a document or form. This functionality allows for the duplication or replication of specific design elements—be it an image, a ...
How to add page numbers in a Document
To include page numbers in your document, adhere to these steps: 1. Access the page settings options located at the top of each page within the document and click on it. 2. A menu will appear on the left-hand side of the page, presenting various page ...
Styling Dynamic Tables
Dynamic tables offer users the flexibility to tailor the table's aesthetics according to their unique preferences. This customization capability extends to various aspects of the table, including the grid, rows, cells, and the option to specifically ...
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 ...
Reusable Pages in a Document Template
Users have the option to create reusable pages or sections within a document template. They can either design an entire document and reuse it in another document, or they can design specific sections, such as headers, and save them in the system as ...
Chart Types and Styles in a Document
After accessing the charts section, users can insert four types of charts into the document: Pie, Donut, Bar, and Line, and then personalize them to suit their needs. Inserting a Pie / Donut Chart: Upon selecting the desired chart type, a placeholder ...
Attaching a Header & Footer in a Document
To add headers and footers to the document, users can navigate to the Let’s Design section on the left-hand side menu. Once added, these headers and footers will remain consistently visible on every page of the document. Here's the process for adding ...
Adding Charts to a Document
In Perfect Doc Studio, during the document design process, users are provided with the functionality to incorporate charts for presenting data in a visually precise manner. Typically located within the Master elements section of the Creative Block ...
Resizing the Pages in a Document
Users typically establish the document size during the initial creation phase. However, should they wish to adjust the document size at any point thereafter, they can do so using the Page Settings option. Moreover, if there is a need for multiple ...
Setting a Background Colour of a Page
To change the background color of the page, start by clicking on the Settings button found at the top of each page. This action will reveal a menu on the left-hand side with different page settings. Next, select the Background Color option from the ...
Styling the Text Content within the Document
In the upper section of the design interface, there is a wide range of text styling tools available. These options allow you to customize and format your text to match your design preferences. Selecting a Font Font Choice: To select a font, click on ...
Auto Generating Content in a Document
In PerfectDoc Studio, you can quickly produce content by specifying the topic title of interest. The system is equipped to efficiently generate content across a broad spectrum of topics almost instantaneously. To make use of this functionality, ...
Using a Ruler in a Document Template
The ruler feature in document templates allows for precise positioning of elements within the document. To enable or disable the ruler, simply click on the ruler switch located in the top right corner of the design area. To position an element ...
Zooming while Designing a Document Template
To adjust the magnification of the document, use the zoom control located in the bottom panel. Drag the slider left or right to set your desired zoom level. If you wish to make a specific zoom level the default, select the level and click the “Set ...
Downloading a Personalized Document
Users can download a personalized document from the design area by clicking on the "Preview & Download" button located at the top. This action will take them to the Preview and Download section, which can also be accessed via the left-hand side menu. ...
Previewing a Document Template
You can preview the document in two different ways: 1. From the Left-Hand Menu: Navigate to the left-hand menu and click on the "Preview & Download" option. This will open a modal window where you can preview and download the design template. To ...
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 ...
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 ...
Reusing Content and Design in the Document Templates
WHAT ARE REUSABLES? Reusable elements are components within a document that can include text, images, and various design elements, designed for repeated use. Once a particular design section is created, it can be saved for future use in different ...
View & Copy from existing designs in Document Templates
VIEW ALL YOUR TEMPLATES Go to the left panel in the document template design area. Click on "Templates" to see a list of all document templates created for your team under the "My Design" tab. The document templates are grouped into categories for ...
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