# Quick start

## Getting started with the Document Template Builder

To add a new template, click the New button in the Document Templates app.

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2FjgEuKX29vOjHxlYpDQbQ%2F20250423_091924.png?alt=media&#x26;token=b3cf59f6-f2a4-49fa-a566-b303f35d990d" alt=""><figcaption></figcaption></figure>

Unlike other programs that use a word processor-style editor, the Document Template Builder allows you to build documents block-by-block. This makes it easy to control template design and layout intuitively.

The <mark style="color:blue;">Template Designer</mark> consists of two areas.

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2FaFxrb5pzXrSfgVBKOUrh%2F20250423_092125.png?alt=media&#x26;token=905f498d-0ff8-4da2-ad0c-7c9b2f5ee3f2" alt=""><figcaption></figcaption></figure>

:eyes: The **Component List** allows you to add components to the template, and change the template properties.

1. Setting tab: Change the template properties.

   <div align="left"><figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2FcGHRCM06ohUOOG9oTDQa%2F20250423_092738.png?alt=media&#x26;token=ff81dbc3-9f60-4ab7-b97d-70675c38aebd" alt="" width="240"><figcaption></figcaption></figure></div>

   <table><thead><tr><th width="189">Item</th><th width="420.33333333333326">Description</th><th>Req.</th></tr></thead><tbody><tr><td>Target Object</td><td>Specify the object on which the document is based.</td><td>✔️</td></tr><tr><td>Template Name</td><td>Specify a name for this document template.</td><td>✔️</td></tr><tr><td>Template Labe</td><td>Specify a label for this document template.</td><td>✔️</td></tr><tr><td>Landscape</td><td>Landscape orientation for the PDF document</td><td></td></tr><tr><td>Versioning</td><td>The version number you specify will be appended to the filename.</td><td></td></tr><tr><td>File Name</td><td>Specify a name for saved PDFs of these documents.</td><td></td></tr><tr><td>Image Resize</td><td>Resizes images in formula fields.</td><td></td></tr><tr><td>PDF margin</td><td>Specify PDF page margins.<br>Note: This should be at least 10mm if you are using headers or footers in the template.</td><td></td></tr><tr><td>Enable Email Form</td><td>Allows users to email the PDF to contacts, directly from the PDF preview window.</td><td></td></tr></tbody></table>
2. Component tab: Allows you to add components to the template.

   :black\_nib: Components are design elements like text, images and tables.

   :black\_nib: You can configure the properties of each component.

   :black\_nib: The **Text** element's properties pane has a button to insert data from a field.

:eyes: The **Canvas** is the area where the components are arranged according to your design.