Create and Edit a Custom Document

Go to Communication > Documents and click Create a customized document, or click the pencil icon next to the document you wish to edit.

Add or Edit Text in a Custom Document


Select the page you want to edit, then click Design, click on the page you wish to edit, then on Text to customise the text elements. Don’t forget to save your changes.

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Note: You can return to an element’s settings at any time by clicking on its title in the left-hand column. The relevant options will appear, allowing you to make further changes as needed.



Tip: You can embed a direct URL into your custom document simply by adding it as part of the text.


Add or Edit an Image in a Custom Document


Click on the page you wish to edit, then on by Image to customise the image elements. Remember to save your changes.

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Edit a Dynamic Variable in a Custom Document


Using dynamic variables lets you send a personalised document to each recipient via a single email campaign. Each person will receive a document tailored to their profile, including information specific to them.


How to define or edit a dynamic variable:

  • If you’re creating a new document, enter the name of the variable directly in the creation window (e.g. volunteer pass, media badge, parking permit, etc.).

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  • If the document already exists, you can update the variable name in the document settings under the Dynamic variable name tab.

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Note: The same dynamic variable can be used across multiple documents. Each document will automatically apply it to the relevant audience.