> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assetinfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Document studio

> Designing the document templates the product generates — a work order pack, a certificate, an invoice — with your own letterhead.

This is different from [document storage](/config/documents): that page is about files people
attach to records, and this one is about a document the product *produces*, from a template you
design once.

## 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

| Block | Puts on the page |
| - | - |
| **Heading** | A line of bold text that starts a section |
| **Paragraph** | Wrapping prose, breaking across pages a line at a time |
| **Labelled facts** | Pairs of label and value, in one or two columns — the record's own numbers and dates |
| **Table** | Rows queried from the record — its tasks, its parts, its readings — repeating its header across a page break |
| **Signature line** | A rule to sign on, with who signed, when, and the mark they made if one was captured |
| **Divider** | A hairline across the page |
| **Space** | Vertical whitespace, in points |
| **Page break** | Everything after it starts on a new page |

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](/setup/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

| Status | Means |
| - | - |
| **Draft** | Being written. Nothing in the product produces it yet |
| **Published** | Available to the product — offered wherever its record type lets you generate a document |
| **Retired** | Out of service. What was already produced with it is kept |

## 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.

<Card title="Document settings" icon="folder" href="/config/documents">
  Retention, categories and tags for every file attached to a record — including what this screen
  produces.
</Card>
