Templates

Overview

Build multi-page templates with conditional blocks, snippets, and QR/barcode helpers.

Create a template for invoices, quotes, or emails. (UAT-C-DOCENG-COND-001)
Define sections and conditional visibility. (UAT-C-DOCENG-TPL-001)
Test with sample data. (UAT-C-DOCENG-EMAIL-001)
Publish for production document generation. (UAT-C-DOCENG-PAGE-001)
Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-DOCENG-QR-001)
If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-DOCENG-SNIP-001)

Template designer permissions.

Key	Title	Module	Docs impact	Summary	Risk	UAT
`documents-engine.templates.conditional-visibility`	Conditional Block Visibility in Templates	—	optional	Conditional Block Visibility in Templates	medium	UAT-C-DOCENG-COND-001
`documents-engine.templates.creation`	Document Template Creation and Versioning	—	required	Document Template Creation and Versioning	high	UAT-C-DOCENG-TPL-001
`documents-engine.templates.email-templates`	Email Template Creation with CSS Inlining	—	optional	Email Template Creation with CSS Inlining	medium	UAT-C-DOCENG-EMAIL-001
`documents-engine.templates.multi-page-layout`	Multi-Page Layout with Page Breaks and Headers	—	optional	Multi-Page Layout with Page Breaks and Headers	medium	UAT-C-DOCENG-PAGE-001
`documents-engine.templates.qr-barcode-helpers`	QR Code and Barcode Handlebars Helpers	—	optional	QR Code and Barcode Handlebars Helpers	low	UAT-C-DOCENG-QR-001
`documents-engine.templates.snippets`	Template Snippets Save and Insert	—	optional	Template Snippets Save and Insert	low	UAT-C-DOCENG-SNIP-001
`documents-engine.templates.visual-builder`	Visual Template Builder with Blocks and Styles	—	optional	Visual Template Builder with Blocks and Styles	medium	UAT-C-DOCENG-BUILD-001