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Document Designer Editor

Updated for version: 2015.2

OVERVIEW

To edit a Document Designer template, click the template’s name in the Document Templates page.  The Document Designer editor opens.

ADMINISTRATION

ClosedDocument Designer Editor Interface


ClosedAdmin Action Bar

The Admin Action Bar will always contain (at minimum) the following four buttons:

If the template is a multi-language template, a Language drop-down will also be present in the Admin Action Bar.

If there are inconsistencies between attribute values referenced in a template and attributes on the site, an Errors button will be present in the Admin Action Bar.

If the site’s SuperUser is modifying a template, an XSL button will also be present in the Admin Action Bar, which will show the XSL that makes up the template. All other users that access the Document Designer editor, including FullAccess users with “SuperUser privileges,” will not see the XSL button.


ClosedLanguage

ClosedErrors

ClosedPreview

ClosedXSL

ClosedDeploy

The Deploy button deploys all saved changes in the template to Commerce so that they are available to all users on the user-side of the application.

ClosedSave

The Save button saves all changes made to the template. This allows for unwanted changes to be undone, as an admin can close the template without saving in order to lose any unwanted changes that were made since the last save.

ClosedClose

The Close button closes the Document Designer editor and returns the user to the Document Templates page. When the user clicks Close, a Confirmation pop-up will appear to warn that unsaved changes will be lost.

ClosedProperties Panel

The Properties panel is used to add Layouts and Elements to the template, as well as to edit the properties of individual Layouts and Elements or the properties of the template as a whole. The Properties panel contains three panes; the Layouts pane, the Elements pane, and the Properties pane. Each pane can be expanded by clicking on the name of the pane. When a different pane is expanded, the previously expanded pane is collapsed.


ClosedLayouts Pane

ClosedElements Pane

ClosedProperties Pane

ClosedDynamic Content Bar

The buttons available in the Dynamic Content Bar will vary based on what is selected. There are many potential buttons:


ClosedCopying and Pasting

Within a template, Layouts and Elements can be copied and pasted to different places within the Template Flow. All properties between the copied and pasted Layout/Element will be identical until otherwise modified. When a Layout that contains Elements is copied and pasted, all Elements within the Layout will be duplicated and will appear in the duplicated Layout.

Multiple Layouts or multiple Elements can be copied and pasted at once.

To copy and paste one or more Layout(s) or one or more Element(s):

  1. Select one or more Layout(s) or one or more Element(s) in the Template Flow.
  2. To select more than one item, click on the first item and press the Ctrl key while clicking the other item.
  3. Click the Copy button () in the Dynamic Content Bar.
  4. If an Element was copied, select a Section or a Header & Footer in the Template flow to paste the Element to. If a Layout was copied, select a blank place in the Template Flow so that no Layouts or Elements are selected.
  5. Click the Paste button () in the Dynamic Content Bar.

Pasted Layouts or Elements will always be placed at the bottom of the Template Flow or the Section to which they are pasted. Once they are pasted, they can be moved within the Template Flow or Section.

A Layout and an Element that is within a different Layout cannot be copied and pasted at the same time.


ClosedTemplate Flow

The Template Flow is the main editing area of the Document Designer editor. All Layouts and Elements must be dragged into the Template Flow to be added to the template.


ClosedAdding Layouts and Elements to the Template Flow

ClosedManaging Layouts in the Template Flow

ClosedManaging Elements in the Template Flow

NOTES

RELATED TOPICS

Related Topics Link IconSee Also