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Partials

Partials refer to the individual and modular components included within the PDF for e.g. email headers, greetings, signatures, etc.

To create a new PDF partial, click the + Create New Partial option. On the Create Partial screen, in the upper section:

  1. Input the Name of the partial.
  2. Write the Alias Name that can be further used in layouts and templates.
  3. Choose the Template Models, model type for which the email would be sent e.g. accounts or sponsorships.
  4. Choose the Stylesheets, CSS files used to define the visual presentation and layout of elements within a document.

Create Partial first section

In the lower section:

  1. Write down the content of the partial 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 partial 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 Partial lower section

List of Partials​

All partials added appear in the form of a list under the Partials tab.

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