Gen 3

Documents

Gen 3

Documents

Edit and preview a template

BriteDocs uses HTML to create templates powered by Jinja. Jinja is a template-rendering engine that gives users a set of tools to inject data points directly into a deliverable. With BriteDocs, you can edit your own dynamic templates and render them as documents in BriteCore.

To edit an existing template:

  1. In the BriteCore menu, select Documents.
  2. Under Explore Templates, select a folder to open it.
  3. Select the template row you want to edit.
  4. On the Template screen, select Editor.
  5. In the Editor tab, you can edit your template using HTML.
  6. Navigate to Available Functions to add reusable components.
  7. Select Preview to view the template.
  8. Select Publish Version.

You have successfully edited a template in BriteDocs.