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Template Sections & Fields

A template is made up of sections — discrete content blocks that control the document layout. Within sections, fields represent data-bound values that are filled at generation time.

Sections

Sections define the structure of the output document. Each section can contain:

  • Static text and formatting
  • Bound fields (values drawn from data sources)
  • Repeating regions (for lists, tables of documents, etc.)
  • Conditional regions (content that appears only if a condition is met)

[Document the section types available in Studio once the UI is confirmed — e.g. Header, Body, Footer, Table, Repeater, Conditional Block]

Adding a Section

[Walkthrough with screenshots once Studio UI is confirmed]

Adding a section in the template editor

Fields & Tokens

A field is a placeholder in the template that is replaced with a real value at generation time. You populate fields by inserting tokens from the token browser — each token corresponds to a data value captured from a previous run of the template.

Inserting a Token into a Field

Place your cursor at the position in the template where you want the value to appear, then open the token browser and click the token you want to use. The token is inserted as a placeholder. At generation time, the Engine replaces it with the live value.

Inserting a token from the token browser

Field Properties

PropertyDescription
TokenThe token inserted from the token browser, representing the data value to use
FormatOptional formatting applied to the value (date formats, number formats, etc.)
DefaultValue used if the token resolves to nothing at generation time

Repeating Sections

Use a repeating section (or table) to output one row per item in a list — for example, one row per document in a transmittal, or one row per component in a configurator BOM.

[Document repeater configuration once Studio UI is confirmed]

Conditional Sections

Use conditional sections to include or exclude content based on a condition evaluated against the data context at generation time.

[Document conditional section configuration once Studio UI is confirmed]

Next Steps

  • Data Sources — understand what data is available to bind to
  • Usage Guide — how to invoke templates from Workflow, DocControl, and Configurator

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