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Overview

Using document templates, you can generate documents, for example, to create a certificate, an invoice, a letter, or a document to be stored in a third-party system. These templates can be exported to various formats using the corresponding actions (Generate PDF Export, Generate Word Export).
To create a new template or edit an existing one, you can open the list of available templates in the Process Designer using the following button:

A panel will then open in which you can create a new template as well as open an existing one.

Additionally, you can also copy a template here. This opens a new dialog where you can select the source process as well as the source template. The name below specifies the new name of the copy.
This way, you can also copy templates from other processes into the current process. In this case, placeholders referring to forms, variables, or actions are removed, as they are no longer valid in the new process.

Sections​

linqi builds the templates based on 1- to 4-column sections. Thanks to this column layout, you can easily display values side by side, while maintaining a usability similar to the Form Designer.
To build a template, you must therefore insert one or more sections to begin with. You can insert any number of elements into a section. Additionally, you must provide a name, which allows you to reference the template in various places.

On the right side of the sections, the following actions are additionally available via these buttons:

  • : Using this button, you can change the order of the sections via drag and drop.
  • : This button allows you to adjust the properties of the section.
  • : With this button, you can delete the section.

Using the Edit button, you can adjust the following properties:

  • Internal Name:
    The internal name can be used to reference a section in rules.
  • Page break:
    If you enable this option, a page break will be inserted before this section.
  • Text color:
    Using this option, you can assign a default text color for the text in this section.
  • Background color:
    This option defines the background color for the section.
  • Page size:
    With this option, you can change the page size throughout the template. For example, you can display an image particularly large.
  • Orientation:
    With this option, you can switch the orientation (portrait or landscape).

Elements​

Using the plus sign (), you can open the list of available elements and insert a new element into a section via drag and drop.
Each element has the following actions available on the right side:

  • : Using this button, you can change the order of the elements via drag and drop, or even drag an element into another section.
  • : This button allows you to adjust the properties of the element. Details can be found on the corresponding pages depending on the element type.
  • : This button copies the corresponding element and inserts the copy below it.
  • : With this button, you can delete the element.

Properties​

Besides the elements, you can change other properties of the document template using the following button:

The following options are available here:

  • Do not provide as export template:
    Normally, users can use this template for a manual PDF export. This allows users to generate a document as needed.
    However, if you are generating something like a certificate or similar, which is only created under specific conditions, it makes sense to enable this option. This ensures that the document is only created under the right conditions.
  • Font:
    Here you select the default font for the template.
  • Font size (pt):
    This value specifies the default font size for the template.
  • Font size (pt) large headings:
    This value specifies the default font size for large (H1) headings.
  • Font size (pt) medium headings:
    This value specifies the default font size for medium (H2) headings.
  • Font size (pt) small headings:
    This value specifies the default font size for small (H3) headings.
  • Page size:
    Here you determine the default page size (A1 - A5).
  • Orientation:
    This allows you to determine whether the template is generated in portrait or landscape format.
  • Line spacing (pt):
    This value determines the spacing between lines.
  • Top margin (mm):
    This value specifies the distance between the top margin and the content.
  • Bottom margin (mm):
    This value specifies the distance between the bottom margin and the content.
  • Left margin (mm):
    This value specifies the distance between the left margin and the content.
  • Right margin (mm):
    This value specifies the distance between the right margin and the content.