How to use the document editor

Once a document template exists, this is where you actually build it out. Two keys do most of the work.

Adding elements

Type a forward slash "/" to bring up elements. You'll get heading one, two and three, a bullet list, an ordered list, a block quote, a horizontal rule, a table, and an image. Choose one to insert it, then configure it however you need.

Adding variables

Type a curly brace "{" to insert a variable. The variables available are tied to the data type you chose when you created the template, so a job sheet gives you variables like the event name, the event date, the customer's details and the venue's details, ready to drop straight in.

Generating a document with AI

Click Generate with AI and you'll get a text area to describe what you want.

You could write something like, a job sheet every staff member can use to see the key details of a booking, laid out in a clear table that's easy to read and easy to print, with variables inserted for everything staff will need. Click Generate and the document is built for you.

It's a strong starting point rather than always a finished one. You may still need to go through afterward and insert or check some of the variables by hand, so treat the result as most of the work done rather than assume every variable has been placed correctly without a look.

Styling a document

You can set a background, a plain colour or a gradient, whatever suits how the document should look.

Text style covers your primary font, secondary font, and background colours for the document itself.

A set of popular fonts is available to choose from, including Poppins, Roboto, Rubik and Lato, alongside others.

Previewing on desktop and mobile

A toggle lets you switch between desktop and mobile view before you save.

Worth using this properly rather than skipping it, particularly for anything staff will be reading on their phone, a job sheet being the obvious example. What looks right on a wide screen doesn't always hold up on a small one, and this is how you catch that before it becomes a problem on site.

Where to go next

A separate article covers document templates generally, and adding a document, including setting one to create itself automatically.