Customize a Template

Once you have chosen a template design, you will be directed to the template editor inbuilt in the console that allows you to customize your template and further style it to your preference. For this help document, we will illustrate customizing a template using the Certificate template.

Styling The Template

You will have respective editor sections for HTML, CSS and JavaScript to style and customize your template directly in the console.

You can use the JSON Data section to pass custom input data to the template.

You can constantly check and verify the changes you have made in the editor by clicking the Save button in the Editor section of the console.

Customizing the Orientation and Layout of the Template

Using the Settings section, you can password protect your visual document, style the layout and the orientation of the document and also decide your output format.

In this section, use the various drop-down selections to customize the following features of your template:

• Output format
• Paper size
• Orientation
• Background graphics

You can further change the margin-orientation of your template, by clicking Show Advanced Styling Options.

Password Protected PDFs

Templates allows you to password protect documents that are generated using a template. You can either manually set the password for your template, or you can code a logic that instructs Catalyst to set a password dynamically.

To password protect PDFs, click the Set Password for PDF toggle:

1. There are two ways you can set a password for your PDF:

   • By default, the Set Password Manually option will be selected. Choosing this option, allows you to set the password for your PDF in the Playground section of the PDF & Screenshot component.
     
   Note: You can also manually set the password for your PDF using this API by passing your password for the document as a JSON key value pair "password" inside the "pdf_options" JSON.
   • Click the Set Password Dynamically option to code a custom logic that ensures each time a PDF is generated from the template, based on the logic you coded a password will be set for the document automatically.
     For this help documentation, we have implemented the code snippet shown below:

    

        
Sample Logic
        

            
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         module.exports = (jsonData) => {
    // Extract the first four letters from client.name
    const clientName = jsonData.client.data[0].name.trim(); // Remove leading/trailing spaces
    const firstNameLetters = clientName.substring(0, 4);
    // Extract the last four digits from client.phn
    const clientPhone = jsonData.client.data[0].phn.trim(); // Remove leading/trailing spaces
    const lastFourDigits = clientPhone.slice(-4);
    const password = ${firstNameLetters}${lastFourDigits};
    //so password will be "Amel2782"

     return password;
};

         
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The value for jsonData input is shown below:

    

        
jsonData
        

            
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         {
    "address": {
        "name": "107 Traction Street,Green Ville",
        "postal": "South carolina-600028"
    },
    "client": {
        "data": [
            {
                "name": "Amelia Burrows",
                "phn": "+1-212-6782782",
                "start": "Monday,Feburary,28,2019",
                "end": "Monday,March,28,2019"
            }
        ]
    }
}

         
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The PDF document generated from this template will have a password pattern that is a combination of their first name and last digits of their phone number.

2. Click Save.

Once you have completed all the customizations to your template, you can access your this template at any time from the Templates component.