Types of text blocks

In a template, you use text blocks to add information. There are two types of text blocks available: Static text blocks and Editable text blocks.

Both blocks are used to include text in a template. Think of standard texts, explanations, or fields that will be filled in later. The key difference between these two types lies in their editability when completing a document. By choosing the right type of text block, you determine how much freedom the document author has when filling in the document.

• A static text block cannot be modified after it has been added to the template. This is suitable for text that should always remain the same.
• An editable text block, on the other hand, can be modified by the user who is filling in the document. For example, text can be added or removed depending on the situation.

In deze handleiding

Add static text

Display in the document

Add editable text

Mandatory vs. Optional

Display in the document

Summary

Static text blocks

A static text block contains text that can only be edited in the template. The person filling in the document cannot modify this text. This type of block is useful when you want to add standard text that should always remain the same. Since static text blocks are not editable during the document filling process, it’s important to carefully consider the content before adding them to the template.

Add static text

1. Hover your mouse over the plus sign (+) below the block where you want to add the static text.

2. Select ‘Static text’ from the menu.

Display in the document

This is how a static text block appears in a document.

Editable text blocks

An editable text block is designed to be edited while filling in the document. The user can modify, add to, or even leave the text in this block empty. This type of block is useful if you want the document author to:

• Add extra text

• Adjust or remove standard text

• Write content that fits the specific situation

It is important to know that if approval steps are enabled for the template, these blocks will only be marked as “complete” after the document author checks them off.

Add editable text

1. Hover your mouse over the plus sign (+) next to the block under which you want to place this.

2. Select ‘Editable text’ from the menu.

When you add an editable text block, you choose whether the text must be filled in as mandatory or optional in the document.

Mandatory vs. Optional

• Mandatory completion means that the document author must always make a change in the block. The default text must be modified or supplemented before the block can be checked off.

• Optional completion means that the block may be edited, but it is not required. The default text can remain as is, be supplemented, or be left completely empty.

Editable text blocks are identified by the colored border on the left side:

Static text blocks have no colored border.

Display in the document

In the document, the author can:

• Edit the text.

• Check off the block by clicking the circle on the right, marking it as “completed.”

Make sure that mandatory text blocks are always filled in; otherwise, the document cannot be completed.

Summary