Objects and Properties
All the objects are available in the left pane.
To insert an object, simply click it. When you do, the platform opens up its basic display properties in the Object tab on the header menu, as you see here.
<<IMAGE - Shape's basic properties under the menu>>
After you place the object on the designer, use these properties to quickly adjust its look and feel.
To rename and access its properties, double-click the object on the canvas or in the Layers tab
To view additional properties of an object, click the Properties tab in the right pane. The Property Editor displays the respective object properties. Set the object's properties as per your requirement.
<<Click to view object properties>>
Drawing Objects
Shapes
Click <icon> to view all the shapes available along with callouts, human symbols, and more.
<<All shapes>>
To use a shape, select it and draw it in the template at the required position.
Interactive Shapes
Use interactive drawing objects to design actionable and user-responsive templates. These objects enable user input, selection, or interaction when the output is viewed digitally (PDF, HTML, web forms).
<<IMAGE>>
Interactive drawing objects are best suited for digital-first communications such as onboarding forms, service requests, and consent documents. They are commonly used in banking, insurance, and enterprise communications where customer confirmation, choices, or inputs are required—such as consent forms, service requests, onboarding documents, and applications.
Button
Use when you want the user to perform an action
A “Submit" button in a pre-verification insurance form
Checkbox
Use when users can choose more than one option
Accepting terms and conditions and Opting in for notifications
Dropdown
Use when space is limited and the user must select one option from many
To select Account Type: Savings | Current | Credit Card | Loan
Element
Use elements to logically group objects or control layout structure
Grouping all KYC-related fields under one section
Input Field
Use when users has to provide information
Input fields to enter an insuree's details, such as Name, PAN, Aadhaar, etc.
Radio Button
Use radio buttons when choices are mutually exclusive
A bank sends an interactive credit card statement and asks to confirm how they prefer to receive future statements. ○ Email only ○ Physical copy by post ○ Both email and physical copy
Recommendations:
Use dropdowns for controlled choices
Use checkboxes for acknowledgements
Use input fields only when free-form data is required
Images
Image
The Image object (<icon>) is used to add visual elements such as logos, icons, banners, or QR codes to a communication template.
It is commonly used for headers with brand logos, QR codes for payments, or icons for key information.
To upload the image, double-click the object on the canvas. For a static image, use the "Browse" option, and for a dynamic image, select the data object from the listed input data.
To insert a hyperlink to the object, either use a static URL or link to a dynamic data object.
<<IMAGE - PROPERTIES>>
Rich Text
Text
Use the Rich Text object to display formatted text and embed dynamic data within a paragraph without affecting the surrounding content. It supports mixed content such as static text, variables, and basic formatting in a single block.
It is useful when you need to insert dynamic values like customer name, account number, or balance within sentences, such as in personalized banking statements or letters, while keeping the text structure intact.
Table
Table
A Table object is used to display structured, row-and-column data in a clear and organized format. It is ideal for presenting grouped information.
Use it when the data has a consistent structure.
Use the Data Association property to map it with the complex object to insert the required data in the table.
Example: Loan repayment schedules, Premium breakdowns in insurance documents, etc.
Complex Object
Complex Object
A Complex object represents a group of related data objects that repeat together as a unit. It is used when multiple fields must be rendered collectively based on input data.
Use complex objects when displaying repeating data blocks that contain multiple attributes.
Example: Monthly transaction blocks in credit card statements, EMI schedules grouped by account, and such others.
Defining a complex object: Select the object and choose the relevant XML tag (identifier) that represents the table. Map the header, body (data), and footer tags, and define the required rows and columns to align with the input data.
You can view all created complex objects under Data Mapper > RAW > Input > Complex.
Each new complex object is created with an incremental index.
To rename a complex object, click <icon> and enter a meaningful name for easy identification. For more information, click here
Visualization Objects
Charts
A Chart object visually represents numeric data to help users quickly understand trends, comparisons, or distributions.
Use charts when visual insight is more effective than tabular data.
Example: Spending category breakdowns, Month-wise balance trends, and others.
To use the chart object,
Point your cursor at the desired position in the template and click <icon> in the left pane.
Select the chart type (Line chart, Bar chart, Pie chart, Donut, Dual chart) and select the chart sub type, if applicable. As you select, it gives an instant preview. <<IMAGE>>
Next, map the simple/complex data object to define from where it should pull the data. To map,
click Data Association. Click '+' under actions and give it a name.
Next, under the legend, click <icon> and select the source object and element.
Select the legend color and make "Show Points" to 'True', to make it visible.
Then, select the output chart type and set each property (legends, Title, X-axis/Y-axis labels) to define how it should appear in the template.
<<IMAGE>>
Barcodes
The Barcode object is used to add scannable codes to a template for identification, tracking, or payment processing.
Use barcodes when documents need to be scanned or tracked.
Example: Document tracking IDs, Branch or account identifiers, and more.
Using a Barcode: To add a bar code,
Click <icon> in the left pane, an object appears on the canvas.
Double-click it to configure. The settings here allow precise control over how the barcode appears and behaves in the final output. General - Select the barcode type from the available list of categories.
Frame
A Frame object is used to group and hold multiple objects together within a defined boundary. It helps organize the layout and maintain alignment of related elements.
Frames are useful when you want to move, resize, or control a set of objects as a single unit. Use a frame when multiple elements must stay together and follow the same layout rules.
Example: Grouping account summary fields in bank statements, holding customer address blocks, etc.
Using a Frame: Select the object in the left pane and draw it in the required position on the canvas. Every time you add a frame, it is referred as Frame1, Frame2, and so on. Double-click it to give it a meaningful name and define its presence within the template and while processing.
<<IMAGE>>
Map it to a global template by specifying the template, group, page, and layer. <<IMAGE - Global template mapping>> To set its position and appearance, access its properties in the property editor.