Stage 3 — Building Documents: Templates

Learn to build and manage document templates in Strato — from the core template components through to advanced layouts, Strato Documents, and email templates. This stage covers Template Components, Basic and Advanced template building, Strato Document features, and Email Templates.

Learning outcomes — by the end of this stage you will be able to:

• Work with template components: fields, sections, rows, pages, and language settings
• Build templates by adding fields, sections, tables, headers/footers, images, and e-signature fields
• Apply advanced features: conditions, formula fields, reusable sections, PDF pages, and pending/SAP data
• Use Strato Document options such as section protection, counter fields, and PDF preview
• Create and navigate email templates