Document Settings

The Settings panel (accessible via the gear icon in the bottom left sidebar) controls document-level parameters, page geometry, global typography, and dynamic output filenames for exported files.

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1. Name Pattern (Dynamic Naming)

The Name Pattern input determines the filename assigned to exported or rendered PDF files. It uses Handlebars templating syntax, allowing you to construct dynamic filenames using values from your connected payload data.

Handlebars Examples & Patterns

Simple Property Insertion

Reference root-level variables in your data payload using standard double curly brackets {{variable}}.

• Pattern: Invoice-{{invoice_number}}
• Payload: { "invoice_number": "INV-1029" }
• Output Filename: Invoice-INV-1029.pdf

Nested Object Properties

Access properties inside nested objects using dot notation.

• Pattern: {{client.company}}-{{[project name]}}
• Payload: { "client": { "company": "AcmeCorp" }, "project name": "Q3_Audit" }
• Output Filename: AcmeCorp-Q3_Audit.pdf

Multiple Variables with Static Formatting

Combine text, delimiters (underscores, hyphens), and variables.

• Pattern: Contract_{{project_name}}_{{customer_id}}_{{year}}
• Payload: { "project_name": "Redesign", "customer_id": "CUST-442", "year": "2026" }
• Output Filename: Contract_Redesign_CUST-442_2026.pdf

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2. Page Setup

Configure paper format dimensions and page orientation for physical printing or PDF generation.

• Format: Select from standard document dimensions using the dropdown (e.g., Letter (8.5in x 11in), A4, Legal, Executive).
• Landscape: Toggle switch to alternate document orientation:
  • Off (Default): Portrait mode.
  • On: Landscape mode.

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3. Margins

Set content safety boundaries around the page perimeter. Values can be customized individually for all four sides (accepting units like cm, in, or px).

• Top: Distance between top paper edge and layout container (Default: 2.54 cm).
• Right: Distance between right paper edge and layout container (Default: 2.54 cm).
• Bottom: Distance between bottom paper edge and layout container (Default: 2.54 cm).
• Left: Distance between left paper edge and layout container (Default: 2.54 cm).

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4. Google Fonts

Manage custom web typography directly into your document template.

• Usage: Google fonts appear in the font-family property in the style manager.