Creating Custom Documents - Phase 2: The Drag & Drop Editor

Structured AI → Creating Custom Documents Phase 2: The Drag & Drop Editor

Creating Custom Documents - Phase 2: The Drag & Drop Editor

Estimated Time

~10 minutes

Current Phase

Phase 2 of 3

What You'll Accomplish

• Navigate the Content Library and access available custom document content.
• Identify custom documents and understand their purpose within the platform.

• Duplicate custom documents for use in campaigns and partner marketing activities.
• Provide partners with professionally branded, multi-page PDF assets such as eBooks, brochures, and guides.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 Drag & Drop Editor	Current Phase ✔
Phase 3 Personalization & Activation	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

This training provides a comprehensive guide to help you configure a custom document by using the Structured AI editor. Throughout this step-by-step walkthrough, you will learn how to effectively utilize the features and tools available within the Structured AI editor to tailor your document according to your specific needs. 

Whether you are creating a detailed report, a complex data structure, or a personalized template, this guide will assist you in understanding the essential settings and customization options to achieve the desired outcome with ease and precision.
 

 

2. Access Manual Document Mode

Now, let’s customize the design. Click "Manual" to switch to manual document editing mode in the Structured AI editor.

 

3. Naming Your Custom Document

Start by naming your File. In the top left corner, click the name entry field, and for this training, let's enter the name "My Practice Custom Document".

 

4. Update Document Heading

To edit your banner, click the header section.

 

5. Focus on Parent Section

Next, select the Parent Section button.

 

6. Open Column Customization

If needed, update the number of columns to accommodate your branding or logo layout.

 

7. Access Drag & Drop Elements Area

In the left panel, you will find all of the Drag & Drop elements that you can pull into your custom document for further customization.

 

8. Open Properties Panel

In the right panel, you will see the editing Properties of the element you add to your custom document. This will be different based on the element you are editing.

 

9. Add Additional Elements

If needed, you can drag in a Text element or, you can simply update the existing text.

 

10. Update Text Content

You can use the text element properties to bold your text, center it, or make any additional changes to make your header stand out.

 

11. Text Element Properties Panel

Use the element properties to adjust your text.

 

12. Add Additional Pages

To add additional pages, click off the canvas, then in manage pages, click the add pages document. From here, continue your customization for as many pages as needed.

 

13. Selecting Pages to Edit

In the right panel, you will have the option to click on the page you wish to edit.

 

14. Partner Tag Placeholder

To add a placeholder for partners logos, add an image icon.

 

15. Image Element Acts as a Placeholder

Click here to focus on the heading area within the document editor.

 

16. Open Image Merge Tag Settings

Then in the Image element panel switch on the merge tags. To add additional cobranding, double click inside a text element and select the appropriate account tags.

 

17. Toggle Merge Tag

Click "Merge Tag" toggle to ON position to enable or disable the merge tag feature for dynamic content.

 

18. Select Company Logo Tag

Click "Select merge tag Company Logo" to choose the company logo as the merge tag for your document.

 

19. Select Translation

You are almost ready to Publish! If your document is for a global audience, use the translation button on the toolbar to translate your content into up to 130 languages.

You have successfully configured a custom document using the Structured AI editor by adding headings, text elements, images, and applying formatting. Review your document to ensure all customizations meet your requirements and proceed to export or share as needed.

You've Completed Phase 2 - Move to Phase 3 →