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How to create a new Document Template?

This article will explain what is necessary to create a new document type in the Billia Management Panel. These steps will only result in the creation of an outline of such a document. Any actual data that needs/has to be applied to a copy of it and any automated action that would provide that document to the specific party, are not the subject of this article. In order to see and learn the steps of automatically providing such documents to the specific party, please click here**.

Creating Document templates consists of setting up Appearances and Templates. Please see this article for further details.

Step One - Choose/Create an Appearance

The first thing is to have a Document Appearance ready. If such that you need is not yet existing, you can create a new one.

  1. Navigate to your Billia Management Panel > Management > Document Templates > Appearances.
  2. Click on the bottom right corner on the circle with a plus icon.

    click on the plus icon to add a new document template appearance

  3. The space to create a new Appearance shows up.

    complete the fields to create a new document template appearance

    Note: If after clicking to create a new Appearance you receive a message "Error parsing MJML", please note this is expected behavior. The system constantly verifies if the MJML syntax is correct. Opening to create a new Appearance shows a blank MJML field which is considered an error, since it is technically incorrect syntax.

  4. Type in a name for the Appearance.

    Tip: Include the Appearance's main purpose in the title, in order for it to be differentiated from other Appearances in the general list.

  5. Set the slider button as active if you want that Appearance to be considered the default one for Document templates, unless manually changed on specific templates.

  6. The actual content of the Appearance needs to be set in MJML language. When the correct syntax is used, the message "Error parsing MJML" will not show up. Clicking on the button "Beautify" will rearrange the spaces and new paragraphs of the MJML text to look better.

    Example:

    example of mjml document template appearance

  7. The above steps are the essence of the setup of an Appearance. Additional check-up in the process could be done with the preview of a Template. If any Templates already exist, they can be previewed how they look with that Appearance attached to them.

  8. After everything is done, click on the bottom right corner the circle icon to Save the Appearance.

Step Two - Choose/Create an Template

Next step is to set up a Template which will contain the actual variables of the Document.

  1. Navigate to your Billia Management Panel > Management > Document Templates > Templates.
  2. Click on the bottom right corner on the circle with a plus icon.

    click on the plus icon to set up a new document template

  3. The space to create a new Template shows up.

    complete the fields to create a new document template

  4. Set the Name of the Template. This will be visible in the list of templates and its purpose is to differentiate it from all the rest.

  5. Set the Title of the Template. This is a part of the Template that sets its Name in the respectively chosen language. It is visible in the Filter menu on the Templates preview page.
  6. Choose an Appearance to use with that Template. A drop down list of already existing Appearances is available.
  7. Please for now disregard Notification type field.
  8. Type in the MJML text that actually sets the main part of the template and the distribution of information. For assistance you can refer to the right column as TWIG syntax is supported.

    Example:

    example of mjml document template

  9. Clicking on the button "Beautify" will rearrange the spaces and new paragraphs of the MJML text to look better.

  10. A Preview will be available at the bottom. Clicking on the bottom right corner on the circle icon will Save all changes to this Template.

Conclusion

These steps will create the base and an outline for a document - its design, type of information required, the type of the document, etc. After this, you can set the system when to distribute certain document types and what information to require for them. For this you need to set automatic events with the Eventor.