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Document Generation: Enhanced Template Editing

A set of editor enhancements are now available in Template Configuration, reducing configuration effort and improving the template authoring experience.

The following enhancements are now available in the Template Designer:

  • Inline token insertion — type {{ to trigger a searchable autocomplete dropdown of available data keys, or {% to insert a loop component, directly at the cursor position without leaving the keyboard.
  • Auto-save — the editor automatically saves a draft every 60 seconds in the background, protecting against loss of work during longer authoring sessions.
  • Drag-and-drop reordering — block content elements can be repositioned within the editor via drag-and-drop, removing the need for cut-and-paste when restructuring templates.
  • Alphabetical component sorting — text, table, and loop component dropdowns are now sorted alphabetically by component key, making lookup faster and more predictable.
  • Code beautifier — switching to code view now displays formatted, indented HTML, making code view a practical editing surface rather than a raw output.
  • Extended toolbar — the editor toolbar now includes find and replace, special character insertion, a live word and character count, print preview, and a keyboard shortcuts reference panel.
  • Quick Insert — a contextual + button appears in the editor left margin on empty lines, providing a shortcut for inserting block elements without scrolling to the toolbar.
  • Page Border toggle — a Page Border toggle is now available in the Layout tab of Template Configuration. When enabled, the PDF renderer wraps each page with a solid border.

User Guide Reference: Document Generation