> ## Documentation Index > Fetch the complete documentation index at: https://docs.notesglider.in/llms.txt > Use this file to discover all available pages before exploring further. # Template System # Template System ## SECTION 19 — TEMPLATE SYSTEM ### 19.1 Overview The Template System is a **micro-app-like functionality** (similar to beefree.io email template builder) that allows authorised users to create, manage, and assign reusable templates for any part of their PDF documents. Templates are **Organisation-wide entities** — not personal documents of individual roles. All authorised users (Teacher, Editor, Sub-member) see a single unified template library from their respective dashboards. **Template types are not limited to headers and footers.** The system supports: * Header templates * Footer templates * Full-page templates (e.g. a Preface page for Monthly Magazine with pre-written text) * Custom individual page templates (any purpose — title pages, section dividers, acknowledgment pages, etc.) **Who can create/edit templates:** * **Teacher**: CRUD templates for their own Organisation * **Editor**: CRUD templates on behalf of any Organisation mapped to them * **Sub-member**: View-only access to Organisation templates (cannot create/edit unless Teacher grants explicit template editing permission in the future) **Unified view**: The templates are created for an Organisation-wide scope. When a Teacher, Sub-member, or Editor views the template library, they see the same set of templates belonging to that Organisation. ### 19.2 Template Builder (Drag-and-Drop Micro App) The template builder provides a block-based HTML editor with full drag-and-drop capabilities: **Pre-made Templates:** * A library of pre-made branded template layouts (e.g. Channel Branding, Minimal, Educational, Magazine Preface, Certificate, etc.). * User selects a template as a starting point or starts from a blank canvas. **Template Configuration:** | Configuration Step | Description | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Set Document Type | Select which document type(s) this template applies to: Newsletter, Compilation, Magazine, Mindmap, Quarterly Collection, Bi-Annual Compendium, Annual Yearbook (multi-select) | | Select Canvas Size | Choose from a range of pre-defined layout sizes (A4, Letter, Custom dimensions) | | Design with Builder | Drag-and-drop block-based builder for visual template composition | | Set Applicability | Map template inclusion to respective documents in the pipeline's dynamic template ingestion process | **Custom Block Types Available:** | Block Type | Description | | ----------------- | ------------------------------------------------------------------------------------------------------- | | Logo/Image | Upload or URL-reference a brand logo | | Text | Editable text block with font/size/colour controls. Can contain pre-written text (e.g. Preface content) | | Link / Hyperlink | Clickable hyperlink with custom label — applicable on any element | | Social Icon | Platform icon (YouTube, Instagram, Twitter, etc.) with link | | Dynamic Date | Auto-inserts document date at render time | | Dynamic Title | Auto-inserts document title at render time | | Dynamic Video URL | Auto-inserts the attached YouTube video URL | | Page Number | Auto-inserts current page number | | Divider Line | Visual separator | | Ad Banner | References an ad banner from the Organisation's ad library | | Spacer | Empty space block with configurable height | | Table | Configurable table block with rows, columns, and cell content | **Customisation Controls:** * Drag-and-drop block arrangement within the template canvas. * Background colour, border, padding controls per block. * Font family, size, weight, colour per text block. * Alignment (left, centre, right) per block. * Hyperlinks on any interactive element. ### 19.3 Template Types & Use Cases | Template Type | Use Case Example | | --------------- | ---------------------------------------------------------------------------------------- | | Header | Branded header with logo, social icons, dynamic date — appears at top of PDF pages | | Footer | Footer with page numbers, copyright text, video URL — appears at bottom of PDF pages | | Preface Page | A full-page template with pre-written text, mapped to Monthly Magazine as the first page | | Title Page | A branded cover page with dynamic document title and date | | Section Divider | A page inserted between major sections of a Compilation or Magazine | | Acknowledgment | A thank-you page inserted at the end of Annual Yearbook | | Custom Page | Any user-defined page layout with mixed content | ### 19.4 Scope Controls (Per Template) Each saved template has scope configuration that determines where and when it is applied: | Scope Dimension | Options | | --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | | **Template Type** | Header / Footer / Full Page / Custom Page | | **Document Type** | Multi-select: Newsletter, Compilation, Magazine, Mindmap, Quarterly Collection, Bi-Annual Compendium, Annual Yearbook (any combination) | | **Page Application** | First page only / Last page only / All pages / Specific page range (start–end) / All pages except first / Before content / After content | | **Optional Elements** | Include/exclude page numbers (checkbox), Include/exclude date stamp (checkbox) | ### 19.5 Multiple Templates & Assignment * Users can save multiple templates of any type per Organisation. * In settings, users assign active templates per document type. Multiple templates can be active simultaneously (e.g. one header template, one footer template, and one preface page template all active for Magazine documents). * Template changes apply prospectively — already-generated PDFs are not retroactively re-rendered. * Templates created by the Editor on behalf of an Organisation are visible to and usable by the Teacher and Sub-members of that Organisation. ### 19.6 Template Injection During PDF Generation * During WeasyPrint rendering, the backend: 1. Looks up the Organisation's active templates for the document type being rendered. 2. Renders each template's HTML, substituting all dynamic placeholders (`\{date\}`, `\{doc-title\}`, `\{video-url\}`, `\{page-number\}`, etc.) with actual values. 3. For templates: applies the rendered HTML to the WeasyPrint CSS `@page` rules for the correct page range based on template scope configuration. 4. For full-page/custom-page templates: inserts the rendered HTML at the configured position (before content, after content, at specific page index). 5. Generates the PDF with all templates integrated. ### 19.7 Mindmap PDF Template Injection * When exporting a Mindmap to PDF: * Check if templates are configured for this Organisation and the Mindmap document type. * If yes: Mind Elixir exports SVG → SVG is embedded into a WeasyPrint HTML/CSS canvas → template HTML is injected around the SVG (headers, footers, wrapper pages) → WeasyPrint renders to PDF. * If no: SVG is converted directly to PDF by WeasyPrint — clean single-image PDF output.