Creating Document Templates

Learn how to create professional document templates with Interflow's visual editor.

Creating a New Template

Step 1: Access Templates

1. In the sidebar menu, go to Document Templates
2. Click "+ New Template"
3. Fill in the basic information:
   • Name: Template identification (e.g., "Service Agreement")
   • Description: Details about template usage
   • Entity Type: Select Customer or another type

Step 2: HTML Editor

The editor offers complete formatting tools:

Text Formatting

• Bold (Ctrl/Cmd + B)
• Italic (Ctrl/Cmd + I)
• Underline (Ctrl/Cmd + U)
• Strikethrough
• Text and background colors
• Font sizes

Structure

• Headings (H1 to H6)
• Ordered and unordered lists
• Tables
• Horizontal dividers
• Blockquotes

Alignment

• Left
• Center
• Right
• Justified

Inserting Variables

System Variables

Use the {{variable}} syntax to insert dynamic data:

Name: {{customer.name}}
Email: {{customer.email}}
Phone: {{customer.phone}}
Date: {{date.current_date}}

Variables Panel

The right sidebar displays all available variables:

Customer Data

{{customer.name}} // John Smith
{{customer.email}} // john@email.com
{{customer.phone}} // (11) 98765-4321
{{customer.document}} // CPF/SSN
{{customer.address.street}} // Main Street
{{customer.address.city}} // New York
{{customer.address.state}} // NY
{{customer.address.zip_code}} // 10001

System Data

{{date.current_date}} // 2026-02-24
{{date.current_time}} // 14:30:00
{{organization.name}} // Company Name
{{user.name}} // User Name

Custom Variables

Click "Configure Custom Variables" to create specific fields:

{{custom.value}} // Custom value
{{custom.term}} // Term in days
{{custom.discount}} // Discount percentage

Custom variable types:

• text - Free text
• number - Numbers
• date - Dates
• boolean - True/False

Advanced Settings

Watermark

Text Watermark

1. Enable "Enable watermark"
2. Select Type: "Text"
3. Configure:
   • Text: "CONFIDENTIAL", "DRAFT", etc.
   • Opacity: 0.1 to 1.0 (recommended: 0.2-0.3)
   • Rotation: -45° to 45° (default: -45°)

Example:

Text: CONFIDENTIAL
Opacity: 0.2
Rotation: -45°

Image Watermark

1. Select Type: "Image"
2. Paste the image URL
3. Configure:
   • Full Page: Cover the entire page
   • Opacity: 0.1 to 1.0
   • Width/Height: Custom dimensions (vw/vh or px)

Example:

URL: https://example.com/logo.png
Full Page: Yes
Opacity: 0.15

Page Configuration (PDF)

Margins

Configure document margins in millimeters:

Top: 20mm
Bottom: 20mm
Left: 20mm
Right: 20mm

Recommended values:

• Default: 20mm on all margins
• Formal Document: 25mm top/bottom, 30mm sides
• No Margins: 0mm (for custom designs)

Smaller margins make better use of space but can make printing difficult. Use at least 10mm for documents that will be printed.

Saving the Template

1. Review all content in the editor
2. Check variables and helpers
3. Test watermark and margin settings
4. Click "Save Template"

Best Practices

Design

• Use clear headings to organize content
• Maintain consistent spacing between sections
• Choose readable fonts (Helvetica, Arial, Times New Roman)
• Use tables to organize structured data

Variables

• Test with real data before finalizing
• Use default values for optional variables
• Add context around variables (e.g., "SSN: {{customer.document}}")

Formatting

• Use inline styles to ensure formatting is preserved
• Avoid external fonts that may not be available in export
• Test in both formats (PDF and DOCX) to ensure compatibility

Performance

• Optimize images before using as watermark (max 2MB)
• Avoid very complex templates (>5000 lines of HTML)
• Use conditionals to display only relevant data

Warning

Some CSS styles may not be supported equally in PDF and DOCX. Always test generation in both formats.

Next Step

Now that you know how to create templates, learn to use Variables & Helpers to make your documents even more dynamic and powerful!