Limitations of the Internal Editor Template Creator

Understanding the limitations of the internal editor template creator in BigChange is crucial for optimising your document creation process. This article outlines the key constraints and provides guidance on when to use the Word Add-In or seek bespoke report services.

Complex Spreadsheets

Creating Basic Tables

• The Template module allows for the creation of basic tables.
• Advanced formatting options such as line formatting, merging cells, and cell fills are not available.

Large Text Documents

Text Formatting Limitations

• BigChange can handle documents with large quantities of text.
• It is not designed as a full-fledged Word processor.
• Formatting options for bullet points, columns, fonts, and numbering styles are limited.

Nesting Templates/Sub-templates

Adding Sub-templates

• The online editor supports the addition of sub-templates for repeating content.
• The number of sub-templates that can be used depends on the content.
• High numbers of sub-templates may cause delays or failures in rendering.

Recommendations for High Sub-template Usage

• Reduce the number of sub-templates if rendering issues occur.
• Consider using a bespoke report for complex requirements.

When a Bespoke Report is Required

Standard vs. Customised Documents

• Many customers use standard JobCard and Financial document offerings.
• These standard documents have a clean layout and include necessary variables.

Customised Corporate Branding

• Some customers require customised corporate branding on all documents.
• Customised documents may include unique layouts, fonts, graphics, and colours.
• These customisations are often difficult to reproduce using the template feature.

Professional Services Team

• Our Professional Services Team can quote and replicate existing documents.
• This service provides a professional finish, ideal for complex layouts.

Conclusion

Understanding the limitations of the internal editor template creator in BigChange helps you make informed decisions about document creation. For advanced formatting and complex layouts, consider using the Word Add-In or consult our Professional Services Team for bespoke reports.