Document Builder
Sections, blocks, tables, images, headers, footers and page setup.
Articles in this topic
- Sections and blocks explainedThe two building units behind every document: what they are and how they nest.
- The block libraryA reference of all 56 block types, grouped the way they appear in the Add-a-block menu.
- Adding, reordering, duplicating and deleting contentThe mechanics of Step 2: add sections and blocks, drag to reorder, duplicate, hide, collapse and delete.
- Text, lists and calloutsHeadings, rich text, bullet and numbered lists, feature lists, checklists and callouts, and pasting from a spreadsheet.
- Adding and editing tablesThe full table editor: add rows and columns, paste from Excel, resize, align, merge cells, and repeat headers across pages.
- Adding images and galleriesUpload product images, set size and alignment, add captions, and use galleries, diagrams and before/after pairs.
- The Product overview blockThe product masthead at the top of most documents (name, model, part numbers, description and image) and how it feeds My Products.
- Document header, footer and metadataThe running header and footer: logo, header label, website link, page numbers, document fields, copyright and legal text.
- Choosing a LookLooks are the visual style (spacing, type and accents) that restyle any document. Here are the seven, and when each fits.
- Page size, orientation and marginsSet the page your document prints on, from US Letter and A4 to engineering sizes, plus orientation and margins.
- Adding a QR codePlace a scannable QR code on your document that links to a URL, available on Pro and above.
- Setting up and applying a brand kitA brand kit stores your logo, colors, fonts and company details so every document comes out on-brand.
- Compliance symbols and certification marksThe four Safety & compliance blocks (safety warnings, GHS pictograms, standard symbols and certification badges) and how to add your own marks.
- The IP rating blockA formatted ingress-protection badge, e.g. IP67, with the solids and water digits explained.
- Working with the FMEA blockFill in an AIAG-VDA failure-mode analysis: the block computes Action Priority for you and supports a re-rated optimization step.
- Data grids, charts and comparison tablesThe data-driven blocks (typed data grids, performance charts, comparison matrices and grouped tables) and the small things that make each one work.
- Controlled documents and conformance checksSome document types are controlled: they carry a responsibility notice and a conformance checklist you clear before marking the document Final.
- Undo, autosave and keyboard shortcutsYour work saves itself, every change can be undone, and a few keyboard shortcuts speed up editing.