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Layouts

Layouts determine the arrangement and structure of partials created within the PDF content.

To create a layout, click the + Create New Layout option. On the Create Layout screen, in the upper section:

  1. Input the Name of the layout.
  2. Choose the Template Models, model type for which the email would be sent e.g. accounts or sponsorships.
  3. Choose the Stylesheets, CSS files used to define the visual presentation and layout of elements within a document.

Create Layout first section

In the lower section:

  1. Write down the content of the layout as plain text or HTML. You can also preview the content via the Preview option.
  2. Click the + icon and search for the available merge fields for the selected template model. By default, merge fields related to the template model selected appear automatically and are populated once the email is generated.
  3. Include any media assets for the layout e.g. images or fonts by uploading any new via + Add Asset or select from existing ones.
  4. Add any extra notes and click Save.

Create Layout lower section

List of Layouts​

All layouts added appear in the form of a list under the Layouts tab.

ParametersDescription
ReferenceUnique reference of the layout.
NameName of the layout.
Created ByName of the admin user who created the layout.
Updated AtDate and time the layout was updated at.
NotesAny notes added within the layout.