Hi @Kate_LaSala - yes definitely ways to achieve this. My approach is this:
Have two tables - one for boilerplate content and another for client documents:
The way to think about the Client Documents table is that it describes a document layout where the fields left to right are blocks in the document from top to bottom. So in this example my doc layout is:
- Boilerplate 1
- Boilerplate 2
- Some custom content
- Boilerplate 3
Obviously you could construct a document structure with multiple custom content sections or any variation of boilerplate and custom.
The content associated with each boilerplate block can be looked up into the Client Documents table - I’ve created a 2nd view to show this:
Then, using the Print Designer block (if you have a paid account) or using this method I outlined in this post:
You can print a record to PDF - something like this:
One possible issue with the Page Designer block is that placeholders don’t expand as the content increases in size/length; the HTML → PDF method will accommodate this easily though.
Hope this helps.
JB
