Introduction

Dynamic Templates enable you to build document generation workflows entirely inside a rich-text editor. Instead of defining templates and fixed form-to-template bindings upfront, you create, edit, and merge content directly in a rich-text editor and then generate outputs in multiple formats such as Word (.docx), HTML or PDF.

In a Dynamic Template, the editor is the single source of truth for structure and content. You can insert variables, dynamic blocks, and data placeholders directly in the editor. When the template runs, content is merged with user-provided data to produce fully formatted output documents.

What makes a Dynamic Template

A dynamic template contains the following key parts:

Editor content
Your document draft written and styled directly in a rich-text editor session, complete with headings, paragraphs, tables, images, dynamic placeholders, and other rich elements.

Information tree and bindings
In the left-hand side of the editor, you can set up an information tree consisting of the dynamic data that will be needed inside of your template. During runtime, this information tree will automatically be rendered as a fillable form.

Inside the editor itself, you can reference these dynamic variables directly in your text (for example firstName or caseNumber) that will be replaced with provided input data at runtime.

Themes
You can apply themes to your template when generating the output to control the look and feel of the document dynamically. The theme controls the layout, design, typographies, output formats and much more.

Dynamic output format
The template supports generating multiple output formats from a single template:

• Word (.docx) — export rich text to a Word document format.
• HTML — render the content as standalone HTML for web, email, or previews.
• PDF — export directly to PDF based on the docx- or HTML-version of the document.

How it works

1. Authoring in the editor
   Content authors draft documents in a fully featured rich-text editor. The editor exposes formatting tools, structural elements, and placeholders for dynamic data.
2. Define data bindings
   Wherever dynamic data is needed, you insert a placeholder that corresponds to a node in the information tree. When the document is generated, these placeholders are replaced with real data.
3. Configure output rules
   Optionally, you can configure a theme specifically for your templates that determines the look and feel of the output document, as well as the available output formats.
4. Generate output
   End users can generate a document in their chosen output format (Word, PDF or HTML). The system merges the text content with the data and invokes the appropriate export mechanism.

Benefits of Dynamic Templates

• WYSIWYG (What You See Is What You Get) authoring lets content creators see structure and formatting while they write.
• Flexible outputs let users download documents in the format that fits their workflow.
• Preview output directly in the editor, without having to test in the front-end application.
• Rich formatting and layout using the full power of the editor.

Getting started

1. Open or create a Dynamic Template.
2. Use the rich-text editor to author your document content.
3. Insert bindings where dynamic data should be placed.
4. Configure themes, if needed.
5. Save changes and test by generating sample output in the front-end application.