Editing your report template

How to start editing, reorder content, edit sections and items, work with tables, and manage your draft.

Starting an editing session

When you open a template, it appears in read-only mode. You can browse the structure and see how everything is configured, but you can't make changes.

To start editing, click the Edit Template button in the header. This creates a draft - a private working copy of your template. Your draft is completely separate from your live template:

Reports continue to generate from your published template while you work on the draft
You can make as many changes as you like without affecting live reports
Your draft is saved automatically as you work
You can discard the draft at any time to undo all changes

Once a draft is created, the header updates to show editing controls: Discard, Settings, Version History, and Publish Changes.

Draft mode action buttons showing Discard, Settings, Version history, and Publish changes

Reordering content

While editing, you can drag and drop to reorder:

Sections - drag a section by its handle to move it up or down in the report
Groups within a section - expand a section and drag groups to reorder them
Items within a group or section - drag items to change their order

Drag handles visible on the left side of sections and items

The drag handle appears on the left side of each element when you're in editing mode. It does not appear in read-only mode.

Editing sections and groups

Click the edit button on a section or group header to open its settings panel. From here you can:

Change the name that appears as a heading in your report
Toggle Show Section Name (sections only) - controls whether the section name renders in the report. When turned on, the section name appears as a Heading 1 style and is included in the table of contents (if your template includes one). When turned off, the section's content still appears in the report but without a heading, and it will not appear in the table of contents.
Set visibility conditions to control when this section appears

Section edit panel showing name field, Show Section Name toggle, and visibility conditions

Editing report items

Click on any item to open the Item Editor panel. This panel slides out from the right and has three tabs:

Editor tab

The main content editor where you write and format the text for this report item.

Item Editor panel showing the Editor tab with toolbar, merge tag, and content

The toolbar provides standard formatting options:

Text formatting - bold, italic, underline, strikethrough
Headings - heading levels for sub-structure within an item
Lists - bullet lists and numbered lists
Tables - insert and edit tables (see below)
Merge tags - insert dynamic data placeholders
Conditional blocks - insert content that appears only when conditions are met

Preview tab

Shows how the item will look in the final report, with merge tags replaced by sample data.

Item Editor Preview tab showing rendered content with sample data and metadata

The preview includes toggle controls for conditional fields. Use these to switch field values on and off to see how your content changes under different scenarios - for example, toggling whether a client is an Australian Citizen or Foreign Resident to see which conditional text appears.

Working with tables

Tables are a standard formatting option available in the item content editor. You can use tables to present structured information such as property details, party information, or any data that benefits from a tabular layout.

To insert a table:

Place your cursor where you want the table.
Click the Table button in the toolbar.
Choose the number of rows and columns.

Item editor showing a table with merge tags, conditional blocks, and row visibility conditions

Once inserted, you can:

Add or remove rows and columns using the table controls that appear when you hover over the table edges
Merge or split cells for more complex layouts
Insert merge tags inside table cells - they work the same way as in regular text
Set conditional visibility on individual rows - specific rows can be shown or hidden based on review data

Settings tab

Controls how this item behaves in the report.

Item Editor Settings tab showing item name, primary field, display settings, and visibility

Visibility conditions - rules that determine when this item appears in the report. All conditions must be met.
Always visible - when turned on, this item always appears in the report regardless of visibility conditions or field visibility.
Show page number - when turned on, the report includes the page reference from the contract for this item's linked field.

Saving item changes

After editing an item:

Click Save to keep your changes (they're saved to the draft, not published yet)
Click Cancel or close the panel to abandon changes to this item

Discarding your draft

If you want to undo all changes and return to your published template, click Discard in the header. This removes your draft entirely - your published template remains exactly as it was before you started editing.

You'll be asked to confirm before the draft is discarded.