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How To Use Document Elements

Learn how Document Elements work in Event Temple, including styling, formatting, layouts, and merge fields. Build and customize documents using reusable elements and dynamic booking data.

In Event Temple, Document Elements are basically the building blocks that make your documents smart and dynamic.


Document Styles

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


You can adjust:

  • Font colour and font family

  • Page orientation (portrait or landscape)

  • Page size

  • Margins


Padding & Formatting

Padding controls the space around each document element, helping you adjust how content is positioned and spaced within the layout.

  • 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, such as columns and signatures, support titles and labels to help structure and organize information clearly. You can add a title for clarity and a label beneath it, and you also have the option to show or hide titles and labels entirely. Disabling them removes them from the document. In addition, labels can be customized 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 an element:

  • Click the trash icon

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


Merge fields in Event Temple let you dynamically pull in data such as bookings, contacts, and accounts directly into your documents, enabling accurate and personalized content. These fields are organized by data source to make it easy to find and insert the right information in the right place.


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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