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Document formatting issue when using Dynamic Templates/Template Builder, messing up tabulations.

  • December 13, 2024
  • 4 replies
  • 187 views
J
New Voice
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Hi, 

New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. 

The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. 

I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks

 

 

Best answer by JohnSantos

​@J Plant 

You’ll need to work with a format and workflow that preserves your text layout before adding custom fields. Typically, this means preparing your document in a supported rich-text format (e.g., Word or HTML), ensuring styles are simplified, and then adding placeholders or merge fields through the Template Builder. If direct formatting keeps getting lost, consider using the Template Builder’s HTML/source mode (if available) or carefully re-applying formatting after all placeholders are inserted.

4 replies

JohnSantos
Guru
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  • JohnSantosGuru
  • Guru
  • Answer
  • December 13, 2024

​@J Plant 

You’ll need to work with a format and workflow that preserves your text layout before adding custom fields. Typically, this means preparing your document in a supported rich-text format (e.g., Word or HTML), ensuring styles are simplified, and then adding placeholders or merge fields through the Template Builder. If direct formatting keeps getting lost, consider using the Template Builder’s HTML/source mode (if available) or carefully re-applying formatting after all placeholders are inserted.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
C
Community Moderator
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Hi ​@J Plant,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

J
New Voice
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  • J PlantNew Voice
  • Author
  • New Voice
  • January 3, 2025

​@JohnSantos thanks for the reply and sorry it took a while to respond. The source document is Work and formatting (relatively) simple, however the Template Builder doesn’t recognise or adjust’s the tabulations, of which there are many. I'll have a look at the HTML option, and I’m unable to to reapplying the tabulations via the Template Builder as that functionality isn’t available. Maybe I’ve overlooked something and will retry. I'll post back in a few days once I’ve looked into it more. Thanks again for the support!

JohnSantos
C
Community Moderator
Forum|alt.badge.img+15

Hi ​@J Plant,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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