Templates
User guide for Templates in the Numezis company portal.
Build multi-page templates with conditional blocks, snippets, and QR/barcode helpers.
Where in the app
/c/companies/:companyId/documents-engine/templates/c/companies/:companyId/documents-engine/templates/:templateId/edit/c/companies/:companyId/documents-engine/templates/new
Step-by-step
- Create a template for invoices, quotes, or emails.
- Define sections and conditional visibility.
- Test with sample data.
- Publish for production document generation.
Permissions and modules
Template designer permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
documents-engine.templates.conditional-visibility | Conditional Block Visibility in Templates | medium | UAT-C-DOCENG-COND-001 |
documents-engine.templates.creation | Document Template Creation and Versioning | high | UAT-C-DOCENG-TPL-001 |
documents-engine.templates.email-templates | 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 | medium | UAT-C-DOCENG-PAGE-001 |
documents-engine.templates.qr-barcode-helpers | QR Code and Barcode Handlebars Helpers | low | UAT-C-DOCENG-QR-001 |
documents-engine.templates.snippets | Template Snippets Save and Insert | low | UAT-C-DOCENG-SNIP-001 |
documents-engine.templates.visual-builder | Visual Template Builder with Blocks and Styles | medium | UAT-C-DOCENG-BUILD-001 |