The document template is where all the information gathered within the SmartFlow is rendered into a document for the signee to sign.
This document can include generic text that remains the same for all signees as well as references to information gathered in the SmartFlow.
When a SmartFlow is created an empty document template is automatically created.
To edit this template open the Document Template node from the SmartFlow designer.
The Document Template Editor has three main sections:
- The document editor (right panel)
- The toolbar (top bar)
- The Reference Panel (left panel)
All editing is performed in the document editor, using formatting tools from the Toolbar or references from the Reference Panel. All changes are automatically saved.
Additionally Taktikal is also able to edit the file name and include dynamic fields from the SmartFlow. By default the file name is "Flow name - Signee name.pdf" To request a change in the file name please contact help@taktikal.com since this is not yet available in self service.
The toolbar
The toolbar has the following sections:
To alter the text format of a chosen text using the toolbar, highlight the text you wish to format and then choose the appropriate function from the toolbar.
Headings
Change text from Paragraph to headings by highlighting the text and choosing the appropriate heading from the drop down list.
Image
To insert an image, click the image icon and choose an image to upload. Once the image has been inserted into the document you can resize it, choose the alignment from the toolbar and add a hyperlink to the image. An image may also be pasted into a table.
Hyperlink
Add hyperlink by highlighting the text, clicking the link icon and entering the URL that you want the hyperlink to point to.
Text formatting
To alter the text format of a chosen text using the toolbar, highlight the text you wish to format and then choose the appropriate function from the toolbar.
Alignment
Use the alignment buttons to decide the placement of the text within a line in the document.
Conditional logic
Use the conditional logic icon to conditionally render text in the document. Conditional logic lets you automatically show or hide text depending on what people select in previous questions. Conditional logic uses if-then statements: IF a certain condition is true (e.g., a user selects a specific option), THEN a particular action will happen (e.g., show or hide text). If no conditional logic has been added, the text will be shown by default.
Text that has been configured with conditional logic will appear as a seperate block in the document with a conditional logic icon in the top left corner.
See more about conditional logic in document here.
Table
To add a table to the document, put the curser where you want the table to be inserted into the document and click the table icon in the toolbar.
A table with 2 rows and 3 columns is automatically created.
In order to add a row, place the curser in the bottom right cell of the table and hit the "tab" button on your keyboard.
In order to add a new column, place the cursor in the right side edge of a cell and when the narrow column appears click it.
All columns in a row are by default equal in width. In order to change this highlight the cell you wish to resize. The table toolbar will appear. From there you can choose the weight you wish to put on that column.
Example: When there are 4 columns in a row each row has a default weight of 1. Therefore the total weight of the row is 4. If the weight of one column is changed to 2, the total weight of the row increases to 5 and that first column gets double the width of all the other individual columns.
In order to have the first column in the row of 4 columns, be equal size to the first row of the second column, the first column needs to have a third of the total weight of the row, shown here as a weight of 3 for the first column and a weight of 2 for each of the other columns in the row (3+2+2+2=9, 9/3=3).
The text format in the table can be changed by utilising the "bold" and "italic" buttons in the toolbar or by using the header setting in the table toolbar, indicated with a "H", which will show up when text is highlighted.
To delete a row or a column, highlight the applicable cells and click the trashcan icon in the table toolbar.
Page break
To add a page break in the document, place the cursor in the desired place in the document and then click the page break icon.
Preview
In order to preview the document to see an example of what it will look like once the signee has answered all questionnaires, click the "preview" button in the top right corner of the document editor. Once in preview mode, all other actions become inactive.
When in preview mode you will see how the company logo will be rendered in the document. The logo and its size follows the settings for the company branding.
When answers are referenced in the document using the reference panel the preview function will mimic those answers in brackets.
The Reference Panel
There are three ways of referring to information from the SmartFlow within the document editor,
Form references
Referencing forms is a quick and easy way to ensure that all information from the SmartFlow are rendered in the final document. When referencing forms a component that includes all questions and answers from the form being referenced will be inserted into the document in table format. This component cannot be altered in any way.
To insert a form reference simply place the curser where you would like the component to be inserted and click the component. Next choose the form from the drop down list. Forms that have already been referenced in the document will be shown as inactive, since each form can only be referenced once in its entirety. Should you wish to reference them again, in whole or part, you can use the element references or the element response references.
Preview of the document with a form reference at the bottom.
Signee information
Another form reference is the Signee information. This will render a block containing all the information about the signee in a table
Element references
Element references can be used to reference both the question and the response part of an element in a block. It supports referencing all forms as well as setup information, if they are present in the SmartFlow.
To insert an element reference simply place the curser where you would like the block to be inserted and choose an element from the drop down list og the form you want to reference. The element will be rendered in a table where the first row is the question part of the element and the second row is the response.
If the element that is referenced contains conditional elements, they will also be rendered in the table
Element response references
Element response references can be used in a multitude of ways. They can be referenced in line, that is in the beginning, middle or end of a sentence or they can be referenced in table format. When referencing them in table format create a table, choose one cell to be the header and another cell to include the answer. Element response references do not include the question, only the answer. This way, the signee may answer a question like "What is your name?" and that can be referenced in the document as "name".
To insert an element response reference simply place the curser where you would like the response to be inserted, click the node that contains the information you want (signee information, setup information or form) and choose the element from the drop down list. Element responses can be referenced multiple times in a document.
Note that if the element that is referenced has any conditional elements, they will not show up unless specifically referenced using another element response reference.
Preview of the document with element response references
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