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1 Commits
add/clean-command ... documentation/export-templates

Author SHA1 Message Date
rvveber 0483a80784 📝(documentation) Add custom export templates section 
... with usage instructions and limitations

Signed-off-by: rvveber <weber@b1-systems.de>
 2025-10-29 11:26:22 +01:00
5 changed files with 41 additions and 1 deletions
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### Example of JSON ### Example of JSON
The json must follow some rules: https://github.com/suitenumerique/docs/blob/main/src/helm/env.d/dev/configuration/theme/demo.json The json must follow some rules: https://github.com/suitenumerique/docs/blob/main/src/helm/env.d/dev/configuration/theme/demo.json
----
# **Custom Export Templates** 📄
You can define custom export templates to add introductory content, such as headers or titles, to documents before exporting them as PDF, Docx, etc...
Export Templates are managed through the admin interface and can be selected by users during the export process.
### Benefits
This feature offers several advantages:
* **Header customization** 📄: Add custom headers, titles, or branding to exported documents.
* **No code changes required** 🔧: Templates are managed through the admin interface without needing developer intervention.
* **Flexible content** 🌟: Use HTML to create headers that match your organization's style.
### Limitations ⚠️
- Currently, templates are only prepended to the document.
More complex layouts are not supported at this time.
- The `CSS` and `Description` fields are being ignored at this time.
- <b>Due to technical conversion limitations, not all HTML can be converted to the internal format!</b>
### How to Use
1. Create the Template in a new document.
![Build Template in Editor](./assets/export-template-tutorial/build-template-in-editor.png)
2. Copy it as HTML code using the `Copy as HTML` feature:
![Three Dots Copy as HTML](./assets/export-template-tutorial/three-dots-copy-as-html.png)
3. Log in to the admin interface at `/admin` (backend container).
2. Create a new template:
![Admin Create Template Workflow](./assets/export-template-tutorial/admin-create-template-workflow.png)
- **Title**: Enter a descriptive name for the template.
- **Code**: Paste the HTML content from step 2.
- **Public**: Check this box to make the template available in the frontend export modal.
- **Save** the template.
Once saved, users can select the template from the export modal in the frontend during the export process.
![Select Template in Editor](./assets/export-template-tutorial/select-template-in-editor.png)