Document typically represent the visible UI or interface components of an application. They contain elements like buttons, text fields, header tag, and more - essentially the elements with which end-users interact.
Document Overview
In the DIGISQUARES platform, the Document section is designed for creating and customizing various types of documents using a drag-and-drop interface. Users can integrate charts, tables, text fields, images, and more, making it ideal for reports, invoices, or any document-based output.
Accessing the Document Menu
- Navigate to Digisquares and log in.
- On the left sidebar, click TempLate > Document to open the Email Menu.
- Click + Blank Document to create a new email Ui.
Step-by-Step: Creating a Document
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Navigate to the Document Module
- From the left sidebar, click Document to open the document design interface.
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Select or Create a New Document
- At the top, name your document or confirm the existing name.
- Optionally, set Page Size (e.g., A4, Letter) if available.
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Add Components to the Canvas
- From the Components panel on the right, drag and drop elements onto the grid. Examples include:
- Row: For structuring content in horizontal sections.
- Box/Code: For embedding code snippets or styled content blocks.
- Section: For grouping related items together.
- HTML: Insert custom HTML if you need advanced formatting.
- Flex Container: For responsive layouts.
- From the Components panel on the right, drag and drop elements onto the grid. Examples include:
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Incorporate Shapes and Visuals
- Add Shapes (e.g., arrows, lines, QR codes) for decoration or scanning.
- Use the Bar Chart component (or other chart elements) to display data visually.
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Position and Resize Elements
- Drag each component to the desired location on the grid.
- Resize or align them according to your document’s layout requirements.
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Configure Properties and Styles
- Select a component to reveal its properties or styling options.
- Adjust text, colors, borders, or data bindings to match your document’s design.
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Preview Your Document
- Check how the final layout appears. If supported, use a preview mode or generate a sample PDF/print preview.
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Save Your Work
- Click Save in the top bar to commit changes.
- If you need to discard changes, click Cancel.
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Publish or Export (Optional)
- Depending on your workflow, you may export the document to PDF, print it, or integrate it into an automated process within the DIGISQUARES platform.
Tips for Effective Document Creation
- Use Grids and Guides: Align components neatly for a professional look.
- Leverage Data Sources: Bind charts or tables to live data for dynamic document generation.
- Experiment with Styles: Customize fonts, colors, and backgrounds to reflect your brand.
- Test Multiple Page Sizes: Ensure your design is compatible with standard paper formats or screen sizes.
Conclusion
The Document module in DIGISQUARES streamlines the process of creating visually appealing, data-driven documents. By using the drag-and-drop interface and customizable components, you can rapidly produce reports, invoices, or any other document type to meet your organization’s needs.