Overview

The rich-text editor allows you to write document content and insert dynamic data fields that are replaced when a document is generated. These fields reference nodes from the information tree and automatically populate the document with data from the form or integrations. Read more about the information tree here.

The editor combines traditional document editing tools with dynamic placeholders, allowing administrators to build structured and flexible document templates.

The rich-text editor supports common document formatting features and dynamic data insertion.

Component	Description
Text formatting	Provides standard text formatting tools such as headings, bold, italics, and lists.
Dynamic fields	Allows inserting data fields from the information tree into the document.
Layout elements	Supports tables, alignment, and structured content blocks.
Document structure	Enables creation of complex documents with dynamic content sections.

These tools allow administrators to build fully dynamic documents while maintaining a familiar editing experience.

Editor toolbar

The toolbar contains the controls used to format content and structure the document.

The available tools include:

Tool	Description
Undo / Redo	Revert or reapply recent changes.
Headings	Apply heading levels to structure the document.
Lists	Create ordered or unordered lists.
Bold / Italic / Underline	Apply common text formatting.
Links	Insert hyperlinks into the document.
Clear formatting	Remove formatting from selected text.
Alignment	Control left, center, or right alignment of text.
Tables	Insert tables for structured data presentation.
Paragraph marks	Show/Hide paragraph marks in the document.

These tools work similarly to traditional word processors, allowing administrators to format documents easily.

Dynamic fields

Dynamic fields allow the document to reference data from the Information Tree.

When you insert a field, it appears as a labeled token inside the editor. During document generation, the system replaces the token with actual data.

Examples of dynamic fields include:

Names
Addresses
Dates
Numbers
Data from integrations

Dynamic fields are visually highlighted in the editor so administrators can easily distinguish them from regular text.

Inserting fields from the Information Tree

Fields are inserted directly from the Information Tree.

To insert a field:

Locate the field in the Information Tree.
Drag the field into the editor or press the insert button.
1. Pressing the insert button, inserts the field at your current cursor location in the document.
The field appears as a dynamic token in the document.

Each field maintains a reference to its underlying data node, ensuring that the correct value is inserted when the document is generated. On the field themselves, you can configure settings such as formatting, which you can read more about in the Nodes section.

Layout and structure

The rich-text editor supports structured layout elements that help organize complex documents.

These include:

Element	Purpose
Headings	Define sections and document hierarchy.
Tables	Display structured information such as lists or summaries.
Paragraphs	Standard text blocks used for most document content.
Lists	Present ordered or unordered information.

Using these elements allows administrators to build professional document layouts without relying on external document tools.

Preview mode

The editor provides a Preview mode that shows how the final document will appear when generated.

Preview mode allows you to fill out the form as the end-user would see it to populate dynamic fields in the document. This allows administrators to verify formatting, layout, and dynamic content placement before publishing.

Preview mode is especially useful when testing:

Conditional content
Table rendering
Layout consistency
Theme application

Builder mode

Builder mode is where administrators design and configure the document.

In this mode you can:

Edit document text
Insert dynamic fields
Structure the document layout
Configure template settings

Switching between Builder and Preview allows administrators to quickly test changes during template configuration.

Good to know

Dynamic field behavior

Dynamic fields always reference the node from which they were inserted.

If the node name or structure changes in the information tree, the field reference remains connected to the underlying key used in the data structure.