Template Engine

Template Engine

USING TEMPLATES IN LEEGALITY

Introduction

Templates is a powerful feature that allows users to create documents that can be used for signatures repeatedly. An example use-case of templates is a bank account creation form, which gets created once, but it is used repeatedly for all kinds of new users. 

In this document, we will show you how to create a template and use all the advanced modular features.

How to reach Templates

  1. Go to Leegality Dashboard screen and click on ‘Templates’ in the right menu


  1. Inside the Template screen, click on ‘New template’ button


  1. Dismiss the help screen pop-up


You are now in the Template creations screen


Overview of Template dashboard

The template screen is divided into two parts

  1. Editing tools: Allow you to change formatting styles of your text.

  2. Display area: Shows you how the template looks like


 


Overview of Editing Tools

The photo below explains the different rows of the editing tools

Row 1: Placeholders

Row 2: Insert

Row 3: Formatting




How to create a template

To create a template document, follow this process:

  1. Create ‘Placeholders’ for your template using the options in the topmost row of the editing tool (this document explains the placeholders in more detail in the following section)

  2. Apply applicable tools from the Insert row

  3. Format your document

  4. Preview the template

  5. Make any additional changes

  6. Save the template


Details of the various placeholders

1- Checkbox

Checkboxes create multiple-choice options for the users. Leegality allows users to create multiple groups of check-boxes in the template. 

An example use-case for Checkboxes is an account creation form in a bank. In such a form, there can be several groups of checkboxes, such as the user may be asked to select

  • ‘Communication Options’: 

    • With ‘Phone’, ‘Email’ and ‘SMS’ as three checkboxes

  • ‘List of attached Documents’: 

    • With ‘Phone bill’, ‘Electricity bill’ and ‘Aadhaar’ as three checkboxes

Create a checkbox

To create a checkbox:

  1. Click on the Checkbox button in the top-most row of the Editing Tools

  2. For creating Checkboxes for the first time in the template, 

    1. Select New Group

    2. Enter Group name

    3. Enter your checkbox in ‘Value’ input box

    4. Click Ok

  3. To add another Checkbox 

    1. In an existing group

      1. Follow steps of 2 but select the desired group from the drop-down you want the new ‘Checkbox’ to appear under 

    2. In a new group

      1. Follow steps of 2 but select ‘New Group’ (Step 2.a.) and assign the new group name (Step 2.b.)



More Options 

  • Keep selected by fault: Checking this option makes the concerned value as the default selected option for its group while filling in the template. Note - The sender/signer (if allowed) can still de-select it manually.

After you are done creating checkboxes, you can preview them by clicking the ‘Preview’ button in the bottom-left corner



Edit a Checkbox

To change the name (‘Value’) or the group of an already created checkbox:

  1. Right-click on the Checkbox button you have created in the Display area OR place your cursor next to the Checkbox to change in the Display Area and click on the ‘Checkbox’ button in the top-row of the Editing Tools

  2. After the Checkbox pop-up window opens

    1. To change group: Select new group you want to move your ‘value’ to

    2. To change name: Enter the new name

    3. Click Ok


Important things to note

  1. Each Checkbox creation process only creates one checkbox item at a time

    1. For example, you cannot enter ‘Bell peppers; cheese; onion’ and create three checkboxes. This will create just one checkbox called ‘Bell peppers; cheese; onion’. To create three separate checkboxes,  follow the steps outlined in ‘Create a Checkbox’ above three times. 

  2. The checkbox process only creates the 🙿 box in the display area. For example, if you create a checkbox of toppings with ‘Bell peppers’, the display area will only show 🙿 box. You will manually have to go write ‘Bell peppers’ against the 🙿 box.

  3. In case ‘New group’ is selected from the drop-down and an existing group name is entered the system will give the following error, “Group name already in use”.


Best practices with checkboxes

  1. Give separate groups to checkboxes located in different areas of the document. For example, in the below screenshot, the checkboxes have been separated by some body text.  


But, all checkboxes have been grouped under the same Head since they shared the same Group Name. This is NOT a suggested practice.


The correct way to group would be to create different (unique) group names for the second level of checkboxes, as shown in the screenshot below.



Preview and final output

Below is how the check boxes will look in the drafting and final filling stage respectively:

Preview and final output

Below is how the check boxes will look in the drafting and final filling stage respectively:






2- Radio button

A radio button allows the user to choose only one option from a set of options. These options do not overlap i.e. are mutually exclusive. Radio buttons should be used when selecting Gender selection (Male or Female), type of bank account to be opened (Savings or Current).

Create a Radio button

To create a Radio button:

  1. Click on the ‘Radio Button’ in the top-most row of the Editing Tools

  2. For creating radio button for the first time in the template, 

    1. Select New Group

    2. Enter Group name

    3. Enter your Radio button in ‘Value’ input box

    4. Click ok

  3. To add another Radio button in an existing group

    1. Follow steps of 2 but select the desired group from the drop-down you want the new ‘Radio button’ to appear under 

  4. To add a Checkbox, but in a new group

    1. Follow steps of 2 but select ‘New Group’ (Step 2.a.) and assign the new group name (Step 2.b.)



More Options

  • Keep selected by fault: Makes the concerned value as the default selected option for its group while filling in the template. Note - The sender/signer (if allowed) can still de-select it manually.

  • Make field mandatory: Makes the concerned value as the default selected option for its group while filling in the template.

After you are done creating Radio buttons, you can preview them by clicking the ‘Preview’ button in the bottom-left corner




Edit a Radio button

To change the name (‘Value’) or the group of an already created checkbox:

  1. Right-click on the Radio button created in the Display Area OR place your cursor next to the Radio button to change in the Display Area and click on the ‘Radio button’ in the top-row of the Editing Tools

  2. After the Radio button pop-up window opens

    1. To change group: Select new group you want to move your ‘value’ to

    2. To change name: Enter the new name

    3. Click Ok


Important things to note

  1. Each Radio button creation process only creates one radio button item at a time 

    1. For example, you cannot enter ‘Male; Female’’ and create two Radio buttons. This will create just one Radio button called ‘Male; Female’. To create two separate Radio buttons, follow the steps outlined in ‘Create a Radio button’ above two times. 

  2. The Radio button creation process only creates the 🔘 button in the display area. For example, if you create a Radio button of gender with ‘Female’, the display area will only show 🔘 button. You will manually have to go write ‘Female’ against the 🔘 button.

  3. In case ‘New group’ is selected from the drop-down and an existing group name is entered the system will give the following error, “Group name already in use”.

Best practices with Radio buttons

  1. Give separate groups to Radio buttons located in different areas of the document. For example, in the below screenshot, the Radio buttons have been separated by some body text.  


But, all Radio buttons have been grouped under the same Head since they shared the same Group Name. This is NOT a suggested practice.


The correct way to group would be to create different (unique) group names for the second level of Radio buttons, as shown in the screenshot below.


Preview and final output

Below is how the radio buttons will look in the drafting and final filling stage respectively:






3- Text Field


A ‘Text field’ allows the user to input small text information (e.g. Name, City, Email, Phone number etc.) in the template. Such small variables are found in most forms.

Create a Text field

To create a text field:

  1. Click on the ‘Text field’ button in the top-most row of the Editing Tools.

  2. In the name field, enter  what will appear when filling the template.

  3. In the placeholder field, enter what will appear inside the text field as reference text.



More Options

  • Maximum Character Limit: You can set maximum character limit for the user

  • Text: You can place constraints on the type of input that a user can make. 

    • Selecting ‘text’ from the drop-down menu will constrain the user to only entering text. 

    • Selecting ‘number’ from the drop-down menu will constrain the user to only entering numerical values. 


Edit a Text field

To change the properties of an already created Text box:

  1. Right-click on the text box created in the Display Area

  2. Click on ‘text box’ properties from the list 

  3. After the Text field properties pop-up window opens

    1. To change name: Enter the new name

    2. To change placeholder: Enter the new placeholder text

    3. Click Ok




Important things to note


  • The text field automatically resizes to fit the length of the content entered by the user

Preview and final output

Below is how the text fields will look in the drafting and final filling stage respectively:




A text field, when empty, for appearances purpose takes up a fixed amount of space in the document. After the user input, the length of the field is automatically resized to the according to the length of the input.


4 - Text Area

A ‘Text Area’ field allows the user to input larger text information (e.g. Address, Comemnts etc.) in the template. 

Create a Text Area

To create a text area:

  1. Click on the ‘Text Area’ button in the top-most row of the Editing Tools.

  2. In the name field, enter what will appear when filling the template.

  3. In the placeholder field, enter what will appear inside the text field as reference text.


More Options

  • Columns and rows tabs allow you to change the size of the text area box that is placed in the template creator, as shown below.


Preview and final output

This is how a default text area appears in the draft stage:


This is how a text area with 8 x Columns and 1 x Row size appears in the draft stage.


This is purely for visual purposes and has no effect on how the text appears in the text area when the document is created.

Below is how the text fields will look in the drafting and final filling stage respectively:



 


5 - Selection Field

The Selection Field allows you to present your user with a series of possible choices (drop-down) or options when they answer a question. E.g. Select your state/city/country, income group etc.

Create a selection field

To create a selection field:

  1. Click on the ‘Selection field’ button in the top-most row of the Editing Tools

  2. Enter the name of the dropdown placeholder in the ‘Dropdown name’ input box

  3. For each dropdown item,

    1. In the preview field, enter the value as you want it to appear to the user

    2. In the value field, enter the value as you want to be inserted in the document

  4. Click on ‘Add’

  5. After you have created your Dropdown options, you can

    1. Modify them

    2. Move them up or down

    3. Delete them

  6. You can also select the default value which appears when the user has not made any choice


More Options

  • ‘Allow multiple selections’: This will enable the user to select multiple options from the list using the ‘Control’ (for windows) and ‘Command’ (for mac) key which will appear in a comma separated format


Edit a dropbox

To change the properties of an already created Selection Field box:

  1. Right-click on the Selection Field created in the Display Area

  2. Click on ‘Selection Field Properties’ from the list 

  3. After the ‘Selection Field Properties’ properties pop-up window opens

    1. Make the change to any of the dropdown items

    2. Click on ‘Modify’ to save the change

  4. Click Ok



 

Preview and final output

Below is how the selection field looks in the draft and final stage respectively (both single and multiple select scenarios):




 


6- Image Field

The insert image button allows the user to upload an image (e.g., passport photo, ID proof) which will be integrated in the document. 

Create an Image field

To create an image field:

  1. Click on the ‘Image field’ button in the top-most row of the Editing Tools

  2. Enter the name of the ‘Image field’ placeholder that will appear when filling the template

  3. Set the dimensions of the photo

    1. The default width is 120 pixels

    2. The default height is set according to the aspect ratio.

  4. Set the alignment of the picture using the dropdown options

  5. Click ok


More Options

  • Set the maximum file size upload for the user: Note: Leegality allows a maximum file size of upto 2048kbs

  • To control the picture quality there is an option to set a minimum and maximum width of the file being uploaded (in pixels): Only pictures with the width falling within this range/ satisfying either extreme will be accepted.


Preview and final output

Below is how the image upload looks in the draft and final stage respectively:




Quick tips for creating Templates

  • ‘Preview’ button on the bottom right of the screen shows you how the completed Template will look like

  • You can make any Placeholder compulsory by choosing ‘Required’ in the dialog boxes for each Placeholder (more details below)

  • ‘Name’ is the text visible to the user while filling the Template Placeholders

Conclusion

We have now covered all the variable fields available in the Leegality Template engine!

 

 

 




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