Guide: Template
Template turns records from supported modules into reusable images, PDFs, and Word documents.
What to enter
Define what the template is for, select its data source, and prepare the content before exporting.
Name
Use a recognizable name. Subject can become the document title, while File controls the downloaded filename and may contain variables.
Type
Image creates PNG, JPEG, or WebP; PDF creates a paginated PDF; Document creates a DOCX file.
File
Optional downloaded filename without an extension. Variables are replaced for the exported record.
Header
Header, Body, and Footer are edited with CKEditor. Body is the main image or page content; headers and footers are also used by PDF and DOCX exports.
Variables and HTML
Each mapping is a text expression. Combine fixed text with any number of $value$ or %label% variables. Focus a mapping field and use the variable buttons to insert tokens into it.
Page Variables
Select the module whose records supply variables. The variable picker then shows only fields from that module, including its record image.
Base template
Choose a ready-made social or document design and press Load template. Loading replaces the current Body content after confirmation.
Variable image
The default $image$ variable calls getImage(). Build $variable_image$ from it, other variables, and optional fixed URL text.
Variable name
The default $name$ variable calls getName(). Build $variable_name$ from it, any number of other variables, and fixed text.
Variable description
The default $description$ variable calls getDescription(). Build $variable_description$ from it, any number of other variables, and fixed text.
Body
Use the Source button in CKEditor to edit complete HTML and CSS. Keep the generic variables intact if the design should remain reusable.
Export settings and workflow
Advanced settings control output dimensions, margins, orientation, image encoding quality, and resolution scale.
Format
Social formats use pixels. Paper formats use standard physical page dimensions. Margins are entered in pixels for images and millimetres for PDF/DOCX.
Orientation
Portrait keeps height greater than width; Landscape keeps width greater than height.
Image format
Choose PNG for lossless graphics, JPEG for smaller photographs, or WebP for modern compact files. Quality is a percentage; scale multiplies pixel dimensions.
Create direct export link
Creates a personal button in the selected module that immediately exports with this template. Only the current user sees the link; disabling the checkbox removes it.
Recommended workflow
Select a page, map image/name/description, load a preset, customize it in visual or Source mode, set export options, and save. Use a personal direct link or choose Export from More to select any available template.