Components

What's a component? A component is a pre-built implementation of a frequently-used document element. Users can freely drag-and-drop components to easily create a template.

  1. Click Component to go to the Component Panel.


  1. Click Add component.


  1. Click the desired component to add it to your template.

Component
Description

Title

A title to display in your documents.

Paragraph

You can freely enter text together with data from fields.

Image

You can upload images.

Empty

A blank space between components.

Divider

A horizontal dividing line.

Table

Adds an empty table with a default four columns and three rows. You can adjust this later.

Related List

Displays data from a related object in the form of a table.

Page Header

Header of the document

Page Footer

Footer of the document

Attachement

List of Attachments

Signature

Enter or Upload Signature

Custom Component

Custom Component (VFP)


  1. Drag and drop a Component to the desired position in the list.

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