Document Designer: Step-by-Step Template Creation

After our last webinar, we received valuable feedback: many of you wanted a more hands-on and structured explanation. We’ve taken that to heart. In this session, we’ll focus on a clear, step-by-step approach and build a document template together from the ground up—so you can easily follow each step and understand how everything connects.

During this webinar, we’ll demonstrate how to design and customize professional document templates—such as invoices, contracts, orders, and order confirmations—using the Document Designer.

The session is designed to be practical and approachable, with clear explanations, straightforward examples, and no in-depth technical or programming-focused content.

For those who want to explore more advanced scenarios, additional documentation will be available after the webinar.

Webinar topics

1. Introduction & key advantages

An overview of how the Document Designer supports flexibility, consistent branding, and automation, while keeping your documents clear and manageable.

2. Layout design fundamentals (drag & drop)

Learn how to work with core elements such as text, images, tables, and sections, and how to structure a professional document layout efficiently.

3. Live walkthrough: building a complete document template

We’ll create a simple, branded document step by step (for example, an order confirmation), following a logical structure—similar to the practical approach used in our Planning webinar.

You’ll see how to include:
• an address block
• a document header/title
• a product table (product, quantity, packaging, etc.)
• remarks or additional notes
• a footer

4. Practical conditions & print settings

Once the base template is in place, we’ll show a few clear examples of conditional logic (such as when certain fields are shown or hidden) and discuss essential print settings—kept concise and easy to understand.

Key takeaway

By the end of this webinar, you’ll have a solid understanding of the Document Designer’s core components and know how to create a structured, branded document template step by step. For deeper or more advanced use cases, we’ll provide follow-up documentation so you can continue learning at your own pace.