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Introduction To Documents Elements

Learn how Document Elements work in Event Temple, including styling, formatting, layout tools, and merge fields. Understand how to build and customize documents using reusable elements and dynamic booking data.

Updated over a week ago

Document Elements are used to customize Document Templates and Documents in Event Temple. They allow you to pull information from across the platform into a structured document.

You can also edit documents “on the fly” for a specific booking before sending them to a customer.


Document Styles

The Styles tab lets you control the overall appearance of your document, including text styling and page setup.

You can adjust:

  • Font colour and font family

  • Orientation (portrait or landscape)

  • Page size

  • Margins


Padding & Formatting

Padding controls the spacing around each document element:

  • Top (above the element)

  • Bottom (below the element)

  • Left and right (side spacing)

Formatting options include:

  • Font family

  • Font size

  • Font weight

  • Font color


Titles, Labels & Visibility

Some elements (like columns and signatures) allow titles and labels to structure information.

You can:

  • Add a title for clarity

  • Add a label under that title

  • Toggle visibility of titles/labels (removes them entirely if disabled)

You can also customize labels using an optional label field instead of the default component name.


Managing Document Elements

To add elements:

  • Click the document element you would like add

To move the position of the element:

  • Drag and drop where desired within the document

To edit:

  • Double-click the element or click the edit icon

To remove:

  • Click the trash icon

If no data is available, placeholders may appear while editing — these will not be visible to customers.


Merge fields allow you to dynamically insert data from Event Temple (like bookings, contacts, and accounts) directly into documents for personalization.


Document Elements Overview

Below are the core elements available. For detailed setup instructions, refer to each linked article:

  • Columns – used for layout structure and side-by-side content

  • Text Box – for free text content like terms or descriptions

  • Image – add logos, photos, or uploaded images (see Image Document Element)

  • Divider – adds a visual line break between sections

  • Page Break – starts a new page

  • Picklist – dropdown selection with optional descriptions (see Picklist Document Element)

  • Input Text (Single & Multi) – user input fields (see Input Text Document Elements)

  • Checklist – multi-select options (see Checklist Document Element)

  • Initials & Signature – e-signature and approval fields (see Signature Document Elements)

  • Menu Items – auto-populates menu selections (see Menu Items Document Element)

  • Events/Spaces – pulls event and space data (see Events/Spaces Document Element)

  • Room Block – displays accommodation block details (see Room Block Document Element)

  • Merge Fields – dynamic data population across documents

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