The page is the editor
The middle of the screen is the document itself, not a list of blocks beside a preview. What you see is what the renderer draws from the same template — click a block on the page to select it, and it’s outlined where it landed. Moving a block up or down is two buttons rather than a drag, because a document is one column, not a two-dimensional layout — up and down is the direct manipulation here, and it works from a keyboard.The blocks
That’s the whole palette — no image, logo or barcode block, because the renderer writes the file
directly rather than driving a browser, which is what keeps it light enough to run on-prem.
Letterhead
A template can add your letterhead: your logo, legal name and address on the first page, and your name in the footer of every page. The logo comes from Branding — if you’ve set a logo on screen but haven’t uploaded one prepared for print, the letterhead says so rather than printing a blank space where it should be.Page size
A4 or Letter, or left blank to follow the tenant’s own country. Pin a size only for a document that has to come out the same size wherever it’s printed; the on-screen preview always matches whichever size actually applies.When it’s offered
A template can carry a condition — offered only when it holds, so a shutdown permit template doesn’t appear as an option on a routine inspection.Draft, published, retired
Producing a document
On the record itself, Produce document renders a published template against that record and opens the result — it doesn’t download straight to a folder, so you can check the vendor, the lines and the total before it leaves the building. The file is filed under the record’s own Files, so it’s there whether or not anybody opens it from this dialog.Document settings
Retention, categories and tags for every file attached to a record — including what this screen
produces.