Document Template

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 email open the Document Template node from the SmartFlow designer.

Unless data delivery via Integration, Webhook or API where all fields are delivered has been set up, referencing all SmartFlow fields is necessary to ensure that the data is delivered to the company.

The Document Template Editor has three main sections:

  1. The document editor (right panel)
  2. The toolbar (top bar)
  3. 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.

The toolbar

When altering text format using the toolbar, highlight the text you wish to format and then choose the appropriate function from the toolbar.


Change text from Paragraph to headings by highlighting the text and choosing the appropriate heading from the drop down list.


Add hyperlink by highlighting the text, clicking the link icon and entering the URL that you want the hyperlink to point to.


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".

To delete a row or a column, highlight the applicable cells and click the trashcan icon in the table toolbar.



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 two ways of referring to information from the SmartFlow within the document editor, referencing sections (upper part of the Reference Panel) and referencing single fields (lower part of the Reference Panel)

Section references

Referencing sections is a quick and easy way to ensure that all information from the SmartFlow are rendered in the final document. When referencing sections a component that includes all questions and answers from the section being referenced will be inserted into the document in table format. This component cannot be altered in any way.

To insert a section reference simply place the curser where you would like the component to be inserted and click the component. When referencing questionnaire pages a drop down list with all the questionnaire pages will appear. Questionnaire pages that have already been referenced in the document will be shown as inactive, since each section can only be referenced once in its entirety. Should you wish to reference them again, in whole or part, you can use the single field references.

Preview of the document with a section component at the bottom.


Single field references

Single field 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. Single 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 a single field reference simply place the curser where you would like the answer to be inserted, click the node that contains the information you want (signee, setup information or questionnaire page) and choose the field from the drop down list. Single fields can be referenced multiple times in a document. 


Preview of the document with single field references at the bottom.


Next: Thank you page

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