Designing a Document/Report Template

a. What is Document Template?

Document Template is used for report generation or making documents.

Whenever you fill a form, the records from that form will be fetched and a document will be created using the Axonator template.

This template can be a default template that a system generates or you too can design a template as per the needs.

Documents in a PDF format can be created for single or multiple records.

The document template that you create can also be sent through email automatically every time a form is filled.

To design a template, Axonator offers certain tools.

b. Tools

Label

A label can be inserted to add a text label before a placeholder. It could be used for the name, address, or any field that you fetch from the form.

Properties of Label:

There are various properties of Label (on the right side)- that you can apply. The background color of the label can be changed. Changes can also be made in font color, size, style, type - bold, italics, underline, etc.

Align the text in the label as per your need. Further, change the dimensions of the label by setting the height & width. You can even change the border - size, type, and color.

Image

If you want your documents or PDFs to have an image or any graphics on it, you can use image option from the tools when you design a template.

An image can also be used to place your brand logo on the PDF document so that all your future reports and documents will have the logo.

You can also drop a label to your image - if you want the image to have any text.

Properties of Image

Properties of the image (on the right side panel) can also be changed by changing the dimensions, alignment and border -type, size, color.

Table

If you want your reports or documents to include a table, then you can add a table to the template.

To add values to the table, you have to drag label widget and drop it to any field in the table. You can then add text to the label (from the panel on the right side).

Properties of Table

You can increase the number of rows and columns by clicking on the ‘+ Row’ on the bottom left and ‘+ column’ on the top right of the table.

Change the border properties (on the right side panel) - size, border type, and color.

Link

If you want a specific link to appear on your document or the PDF report, you can add a link to the template.

Properties of Link

Set the properties from the panel on the right side. You can have a prompt button for the link saying ‘Click here.’  This button appears by default.

However, you can change it by adding the text you want in properties. Insert the link that you want to mention.

Other properties that can be changed are background & font color. Style and size of the font also can be altered.

You can also set your own dimensions and border (size, type, color of the border).

Organizations can mention any important link or their website link in the document.

RTE

RTE is a rich text editor that can be included in the report. Just drag RTE into the template.

You can use RTE if you have more text to add to the document.

Properties of RTE

Type text, and even insert images and links. Edit the text using various formatting options that you see at the top. (Bold, Italics, Alignment, List, etc.)

Properties of the RTE can be set by changing the dimensions and border (size, border type, color).

c. Form Fields

You will find ‘Form Fields’ option on the right side of the ‘Tools.’

Using ‘Form Field,’ you can select fields from the form that you want to appear on the document or a report.

All the fields that appear in your different forms can be seen on the left panel.

You would be able to see the names of the forms that you have created in the app.

Click on ‘+’ sign to see fields of a specific form. You can then drag the fields to the template.

Only the chosen fields included in the template will appear on the document/report.

Once the field is placed on the template, you can change the properties of the same (from the right side panel).

Properties like background color, font color & style, text, dimension, border - size, type, color, etc. can be changed.

d. Preview, Draft & Save

Preview

Preview option on the top right corner will help you to see the changes that you have made.

Preview option can give you an insight into how your document will look like after using the particular template that you have created.

Draft

Draft Option helps you to create a draft of the template. It means you can resume making changes at a later point in time. All your current changes will be saved.

Save

To make a template functional as a document and effectively start using it, you will have to save the template.

Note that the difference between draft and save is that you can use only saved templates for documents. To make draft templates functional, you will have to turn those drafts into a saved template.

e. Other Form Functionalities

Drag & Drop

To use widgets from the tools or form fields,  they have to be dragged and dropped on the template page that you are creating.

Deleting Fields

To delete any added field in the template, just hover the cursor over it and you will see a delete icon (small bin) appear on the right side. Click it.

Splitting The Rows

You will also see another icon appear beside delete, two arrows pointing in opposite direction. If you click this option, the row will be split into two.

Click this option multiple times to split the row even more. You can then align it dragging the margin shown. New sections created can also be deleted.

Changing Position of Fields

If you hover the cursor over any field, you can see a small icon appear over the field on left (Three horizontal parallel lines), you can use this icon to change the position of the field.

Just drag the icon to change the position of the field inserted in the template.

Adding & Deleting Page

To delete the entire template page you have created, click on the delete (bin) icon on the top right corner of the page.

If you want the document to have many fields, then you can create a new page to accommodate new fields.

Create new pages by clicking ‘+ Add Page’ below every template page.

We are always here to help you at every step