Step 1. Access the text variable settings
-
Navigate to "Template Studio" and select the template you want to edit.
-
Select the "Variables" tab and confirm that you are viewing the Text variables.
-
Click the text variable you want to configure, for example "Heading 1" to open the configuration panel.
Step 2. Configure general settings and input type
The General section lets you set the label, input type, and basic rules for how the text should behave.
General settings
-
Variable type
Defines the input method and applies validation rules. -
Label
The name that appears to users in the editor, for example "Heading 1". -
Placeholder
Temporary text that appears before the user enters a value. -
Required
When selected, the user must enter a value before creating the document. -
Default value
Text that automatically fills the field when the template opens. -
Max characters
Sets the maximum number of characters the user can enter, including spaces. -
Max lines
Sets the maximum number of lines the text can occupy. -
Read only
When selected, the user can view the text but cannot edit it.
Variable type options
Single line
A simple input field that only supports one line of text. Users cannot add line breaks.
Use case: Short content fields such as names, titles or headlines.
Multi line
A larger text area that allows line breaks and longer text.
Additional options:
-
Auto fit lets you select a minimum and maximum font size.
-
Text styling lets you allow or disable Bold, Italic, Underline and Special Characters.
Use case: Body copy, descriptions or longer paragraphs.
Select
A dropdown list that limits the user to one option from a predefined list.
Use case: Standardized fields such as department, language or campaign name.
Single line pattern
A single line field with a validation rule based on a regular expression. The input must match the pattern.
Use case: Structured data such as dates, phone numbers or postal codes.
Save your configuration
Click "Save" to apply your settings to the selected text variable.