SettingsDocument Templates
Document Template Editor
How the visual and HTML template editors work, how tab switching behaves, and which dynamic fields are available in the editor.
The document-template editor is the part of the create and edit screens where you build the actual document body. When the template is not text-only, Work Planner gives you two editing tabs: Visual Editor and HTML Editor.
Visual Editor
- Block-based editing: The visual editor uses drag-and-drop style editing so you can build the layout without typing every line of HTML manually.
- Dynamic Fields panel: The editor includes ready-made blocks for values such as Worksheet Name, Worksheet Date, Printed Date, Total Value, and an Items Loop.
- Best use: This tab is the easier choice when you want to move sections around visually or insert the common worksheet placeholders quickly.
HTML Editor
- Full HTML view: The HTML tab shows the template as editable markup in a large text area.
- Styles included: When the content is a full HTML document, Work Planner preserves the overall structure and keeps the style block with it.
- Best use: This tab is the better choice when you want exact control over markup, CSS, and placeholder placement.
Switching Between Tabs
- Visual to HTML: Work Planner builds a full HTML document from the current visual content and writes it into the HTML editor.
- HTML to Visual: Work Planner reads the HTML, pulls out the body content and styles, and loads those back into the visual editor.
- What to watch: If you paste complex HTML, switch back to the visual tab and check the layout before saving so you can see how the editor interpreted it.
Placeholders and Loops
- Typed placeholders: You can type placeholders manually as well, for example {{worksheet_name}}, {{worksheet_date}}, {{customer_name}}, or {{job_reference}}.
- Items Loop: The loop block is there for repeating worksheet-style rows inside the template body.
- Real output: These placeholders are replaced later when Work Planner builds the finished document for print or sending.
Related articles
- Editing a Document Template: The main screen where this editor is used most often.
- Template Distribution and Use-Case Fields: Useful when you need to understand why the editor sometimes switches to a plain text box.
- Invoice Print Flow: Helpful when you want to see one of the downstream flows that uses template output.