View/edit templates’ HTML code

Creating templates in HTML can streamline your workflow and ensure consistency across documents. BigChange now offers a feature that allows you to view and edit a template’s HTML code, facilitating advanced editing and making copying and pasting easier.

Accessing Template HTML Code

Navigating to Templates

Go to Account Settings
Select Settings.
Select Account, from the side menu.
Select Templates.

Viewing and Editing HTML Code

Select the template you wish to edit.
On the right-hand side of the toolbar, find the “</>” button (hover over it to see “Code View”).
Select the “</>” button to switch to Code View. The body of your template will be displayed in HTML code.
Make the necessary edits in the HTML code.
Select the “</>” button again to revert to the normal view.

Advanced Editing

Using HTML for Advanced Customisation

HTML allows for more precise control over the layout and styling of your template.
You can add custom elements, such as tables, images, and links, directly into the HTML code.
Use inline CSS to style specific elements within your template.

Copying and Pasting HTML Code

Ensure that the receiving application supports HTML formatting to maintain the integrity of your template.

Conclusion

By accessing and editing the HTML code of your templates in BigChange, you can achieve advanced customisation and streamline the process of copying and pasting templates into other applications. This feature enhances your ability to maintain consistent and professional documents across different platforms.