Tip Tuesday - Document Designer Tips and Considerations

The Document Designer is a new tool for creating document templates. The Document Designer makes it easy to populate documents with current transaction data and show or hide content based on product, transaction or user information. The Document Designer is a simple, powerful tool for creating proposals, contracts, statements of work, and other business documents. Document Designer editor’s intuitive user interface and drag-and-drop functionality make document design and maintenance fluid and efficient. Editing and formatting individual elements is straightforward. Support for multiple languages can be tailored to allow many admins to work simultaneously.

Tips and Considerations

1. The Document Designer processes information based on the deployed version of the Commerce Process or Configuration. As such, if an attribute is created and then used in a Condition or Loop Filter, be sure to deploy Commerce after creating attributes that will be used in Conditions or Loop Filters. Otherwise, the Condition/Loop Filter will not function correctly when the template is previewed or printed, even if the template was deployed: the Conditions will always evaluate to false, and the Loops will not print any data.