---
title: "Create Dynamic Documents"
slug: "design-dynamic-documents"
updated: 2026-01-08T10:41:57Z
published: 2026-01-08T10:41:57Z
canonical: "knowledge.lightico.com/design-dynamic-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Dynamic Documents

The HTML Designer is a user-friendly tool that enables you to create dynamic HTML-based documents like a Dynamic Document without requiring any knowledge of HTML coding. This article explains the basics of creating a Dynamic Document.

🎦 Watch related video:

[Workflow - Part 2: Creating a dynamic doc](/v1/docs/workflow-part-2)

---

## Create a new Dynamic Document

**To create a new Dynamic Document:**

1. In the Admin Center, in the left navigation pane, click **HTML designer**.
2. In the top right corner of the HTML designer page, click **Create new**.
3. In the **Create New HTML** dialog box, select **Dynamic Document**, enter a unique name for your document, and click **Create**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/add_dynamic_doc.PNG)

The new Dynamic Document opens.
4. Use the HTML Designer tools to do any of the following (for more details, follow the links):

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-05-20_10-36-27.PNG)
  - [Add and edit text](/v1/docs/design-dynamic-documents#add-and-edit-text) (E).
  - Add [sections (G) and sheets](/v1/docs/design-dynamic-documents#add-sections) (A) to your document.
  - Insert [Attributes](https://knowledge.lightico.com/docs/add-dynamic-elements-to-a-dynamic-document#add-attributes), [objects](https://knowledge.lightico.com/docs/add-conditional-elements-to-a-dynamic-document#add-objects)and [functions](/v1/docs/add-functions-to-a-dynamic-document)(D).
  - Insert images, videos, hyperlinks, and tables (F).
  - Set [conditions](/v1/docs/add-conditional-elements-to-a-dynamic-document)that define the content of the document (C).
  - [Define the document for signing, approval, review, or download](/v1/docs/design-dynamic-documents#define-the-customer-action) (B).
5. Click **Save**.

## Import a Dynamic Document from a different profile

If you have created a Dynamic Document and want to use it in a different profile, you can save it as a template and then import it to the new profile.

> [!WARNING]
> **Before you begin**
> 
> If the Dynamic Document uses Attributes or linked Forms, make sure they exist in the target profile. If they do not, create them and relink the Forms after import.

**To import a Dynamic Document from a different profile:**

1. In the source profile, go to the **HTML designer** page.
2. Search for the Dynamic Document that you want to export.
3. Click the options menu next to the Dynamic Document, then click **Export**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_538dbdbe.png)

A file browser appears.
4. Save the file on your computer.
5. In the target profile, go to the HTML designer page and click **Import**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_539211b6.png)

A file browser appears.
6. Select the file. The Import HTML dialog appears.
7. Select one of the following:
  1. **Import as new** - Create a new Dynamic Document
  2. **Replace existing document** - Select an existing Dynamic Document to change its underlying HTML

> [!TIP]
> Tip
> 
> Use **Replace existing document** to keep the same GUID. This is useful when uploading a new version of a document that is already referenced by an API integration, so you don’t need to update the GUID in the integration.
8. Click **Next**. The builder opens with the imported HTML, either as a new Dynamic Document or as an updated version of an existing one.

---

## Add and edit text

Create the body of your Dynamic Document by typing into the window and using the editing tools in the tool bar.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_8aa06674.png)

---

## Define the customer action

You can define what the customer can do with the document.

**To define the customer action for a Dynamic Document :**

Select one of the following options from the **Customer can** dropdown in the upper right corner:

- Sign- Customer digitally signs or initials the document. When you define the action as Sign, you'll be required to add a signature or intials field to the doc (see [below](/v1/docs/design-dynamic-documents#add-a-signature-element)).
- Approve - Customer reviews the document on-screen and clicks an **Approve**button to approve the document
- Review - Customer reviews the document on-screen
- Download - Customer can download the document only ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_15cfa46a.png)

### Add a signature element

When you [define the customer action](/v1/docs/design-dynamic-documents#define-the-customer-action) as **Sign**, the signature and initial icons on the tool bar are enabled. You are required to add at least one of these before saving the Dynamic Document.

**To add a signature or initials element to the Dynamic Document:**

1. Place your cursor in the location of the Dynamic Document in which you'd like to place the signature or initial field.
2. Click the signature or initials icon. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_336fcb91.png) The field appears in the selected location.
3. Select the field, click and drag to resize. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_33b7e554.png)
4. Set the following from the context menu:
  1. Alignment - When the field is in Break Text mode (see next point), you can position it left, right, or center.
  2. Display mode - Select **Inline**(same line as the text) or **Break Text** (on it's own line).
  3. Signature properties - Check the **Line**box and choose the desired line style to display beneath the signature. Toggle to **Required**to ensure the Dynamic Document cannot be completed without a signature. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_33bb0e1b.png)
  4. Delete - Remove the field from the document.

---

## Add sections

Use sections to organize the information in your Dynamic Document. The customer does not see the division into sections. Although you can add a page break before a section in some cases (see below).

You can also set conditions to determine if and how a section is displayed. For more information, see [Add conditions](https://knowledge.lightico.com/docs/add-conditional-elements-to-a-dynamic-document#add-conditions).

**To add a new section:**

1. Click the add section (+) icon below the existing sections. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_8ae859e3.png) A new section appears below the existing ones. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_8aea0745.png)
2. Add more sections as needed.
3. Click and drag the section to change the order of the section. The section changes order and the section name changes to reflect the new order. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2023-07-19_10-55-56.gif)

> [!NOTE]
> Note:
> 
> Section names are not editable.

**To delete a section:**

Click the menu in the top right corner of the section and select **Delete Section**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_8af01b5d.png)

**To create a page break before this section:**

Click the page break icon and turn in the toggle. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1afc9d87.png)

> [!NOTE]
> Note:
> 
> Page break can only be used on a sheet that contains only one section.

---

## Add sheets

Adding sheets is another way to organize the information in your Dynamic Document. There will be no page break for a new sheet in the final PDF.

You can also set conditions to determine if and how a sheet is displayed (see [Add conditions](https://knowledge.lightico.com/docs/add-conditional-elements-to-a-dynamic-document#add-conditions) below).

**To add a new sheet:**

1. Click the **Add tab** button in the top left corner. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/new_sheet.png)
2. Enter a name for the sheet, and click **Done**.

The new sheet appears.

Documents created entirely in the Lightico UI, displayed as dynamic HTML and converted to PDF after signing or approval.

Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.

## Related

- [Workflow - Part 2: Dynamic documents](/workflow-part-2.md)