The studio#

The studio is the workshop where you design your templates: each template becomes a document generator with automatic numbering and archiving. The studio draws the mould; generation uses it every day from the folders.

Create a template#

From the Explorer, click "New template": the template opens in the studio on a blank page. You can also start from a Template Hub model, generate a first draft with AI or import a .dokkt file.

Elements#

The quick-add menu (double-click the page or an element) groups insertions by intent — Content (text, table, image, signature, barcode / QR code, icon, chart) and Shapes (rectangle, line, …) — and is keyboard-navigable. The same elements can be dragged from the side panel:

• Text — free text block, accepts variables {{…}} and @…. Type @: autocomplete suggests existing variables as well as the template's unlinked registries — pick one and the root is inserted, linking the registry on the spot.
• Image — static file or variable (e.g. scanned signature).
• Table — rows fed from generation data.
• Signature — an electronic signature area (see The signature).
• Shapes — rectangles, lines and barcode / QR code.

Each element is positioned with the mouse and tuned in the inspector: font, size, colour, alignment.

Conditional visibility#

An element can appear or disappear depending on the generation data. In the inspector, "Conditional visibility" section, pick the mode Always, Show if or Hide if, then stack filter-style rules: "VAT is equal to "0"", "Amount is greater than {{ceiling}}", "Valid until is before …". The proposed operators follow the variable's type — equality and emptiness for text, comparisons for numbers, before / after for dates — and the compared value can be another variable. Several rules combine as All (AND) or Any (OR); a "Formula" rule accepts a free expression (={{total}} > {{ceiling}}). A summary sentence ("Shown if VAT is equal to "0" and Discount is empty") recalls the current condition.

Conditions are evaluated server-side: the preview and the final PDF apply exactly your rules, whatever the generation channel.

The signature#

The Signature element places a signature area on the page. The signature pad — with the mouse, a finger or a stylus — adjusts the ink (suggested colours or a free colour) and the stroke width; you can also import an image (scanned signature, stamp) in addition to drawing. The same pad opens at generation: the form's signature field lets you sign on the fly or import an image, and a variable bound to the element takes precedence over the template's drawing at render time.

Page settings#

Format (A4, Letter, …), orientation and margins are set per template: the generated PDF follows exactly that frame.

Numbering#

Each template carries its own numbering pattern, assembled from tokens ({SEQ}, {MM}, {AAAA}… — full reference): the counter increments on every issue, under lock, with no gaps or duplicates. It is the backbone of invoice and quote numbers, injected into the document through {{DOCUMENT.num}}.

Generation forms#

The generation form is composed in its dedicated tab: this is what you fill in every time you issue a document. A variable's Required field option blocks the issue while the value is empty — in the form as well as through the API; a value pre-filled by the folder cascade or a schema default satisfies the requirement.