Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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  1. Managing Services
  2. Document Templates

Designing a Document Layout

PreviousUsing the Document Template EditorNextUsing Document QR Codes

Last updated 2 years ago

The layout feature for the document template editor allows you to give a custom and consistent look and feel for specific type of document generated in your automated process.

Designing the Layout

Your document layout will be designed in standard HTML and CSS. To design your layout:

  • Open the document template editor

  • Input your content in the HTML area

  • On the left of the editor, you should be able to enter and modify CSS for styling your layout

  • You can also view your layout content as HTML markup by clicking on the "Code View" icon.

Editing the layout design
The HTML Markup / Code View