designer-snapshot.md

• generic [active]:
  • generic [ref=f22e2]:
    • generic [ref=f22e3]:
      • link "Skip to Navigation" [ref=f22e4] [cursor=pointer]:
        • /url: javascript:void(0);
      • link "Skip to Main Content" [ref=f22e5] [cursor=pointer]:
        • /url: javascript:void(0);
      • generic [ref=f22e155]:
        • generic [ref=f22e162]: Logged in as DocGen AdminTester (dgadmin.docgenperm@example.com)
        • link "Log out as DocGen AdminTester" [ref=f22e163] [cursor=pointer]:
          • /url: /secur/logout.jsp
      • generic [ref=f22e6]:
        • button "Search" [ref=f22e12]: Search...
        • navigation "Global Header" [ref=f22e17]:
          • list [ref=f22e165]:
            • listitem [ref=f22e166]:
              • group [ref=f22e167]:
                • button "Add favorite" [ref=f22e169] [cursor=pointer]:
                  • generic [ref=f22e170]:
                  • tooltip "Add favorite"
                • button [ref=f22e178] [cursor=pointer]:
                  • generic [ref=f22e179]:
                  • tooltip "Favorites list"
            • listitem [ref=f22e186]:
              • button [ref=f22e280] [cursor=pointer]:
                • generic [ref=f22e281]:
                  • tooltip "Global Actions"
            • listitem [ref=f22e288]:
              • button [ref=f22e290] [cursor=pointer]:
                • generic [ref=f22e291]:
                  • tooltip "Guidance Center"
            • listitem [ref=f22e195]:
              • button [ref=f22e198] [cursor=pointer]:
                • generic [ref=f22e199]:
                  • tooltip "Salesforce Help"
            • listitem [ref=f22e206]:
              • button [ref=f22e212] [cursor=pointer]:
                • generic [ref=f22e213]:
                  • tooltip "Setup"
            • listitem [ref=f22e220]:
              • button [ref=f22e223] [cursor=pointer]:
                • generic [ref=f22e224]:
                  • tooltip "Notifications"
            • listitem [ref=f22e233]:
              • button "View profile" [ref=f22e236] [cursor=pointer]:
                • generic [ref=f22e237]:
                  • tooltip "View profile"
    • generic [ref=f22e23]:
      • generic [ref=f22e26]:
        • generic [ref=f22e28]:
          • navigation "App" [ref=f22e29]:
            • button "App Launcher" [ref=f22e31] [cursor=pointer]
          • heading "Portwood" [level=1] [ref=f22e43]
        • navigation "Global" [ref=f22e47]:
          • list [ref=f22e48]:
            • listitem [ref=f22e49]:
              • link "Portwood" [ref=f22e50] [cursor=pointer]:
                • /url: /lightning/n/portwoodglobal__DocGen_Command_Hub
            • listitem [ref=f22e52]:
              • link "Portwood Templates" [ref=f22e53] [cursor=pointer]:
                • /url: /lightning/o/portwoodglobalDocGen_Templatec/home
              • button "Portwood Templates List" [ref=f22e58] [cursor=pointer]
            • listitem [ref=f22e66]:
              • link "Portwood Jobs" [ref=f22e67] [cursor=pointer]:
                • /url: /lightning/o/portwoodglobalDocGen_Jobc/home
              • button "Portwood Jobs List" [ref=f22e72] [cursor=pointer]
            • listitem [ref=f22e80]:
              • link "Portwood Signature Requests" [ref=f22e81] [cursor=pointer]:
                • /url: /lightning/o/portwoodglobalDocGen_Signature_Requestc/home
              • button "Portwood Signature Requests List" [ref=f22e86] [cursor=pointer]
            • listitem [ref=f22e94]:
              • link "Portwood Signers" [ref=f22e95] [cursor=pointer]:
                • /url: /lightning/o/portwoodglobalDocGen_Signerc/home
              • button "Portwood Signers List" [ref=f22e100] [cursor=pointer]
            • listitem [ref=f22e241] [cursor=pointer]:
              • link "* Portwood Template Manager" [ref=f22e242]:
                • /url: /lightning/n/portwoodglobal__DocGen_Template_Manager
                • generic "Not added to nav bar" [ref=f22e243]: "*"
                • generic [ref=f22e244]: Portwood Template Manager
              • button "Portwood Template Manager List" [ref=f22e248]
              • button "Close tab" [ref=f22e256]
            • listitem [ref=f22e264]:
              • button "Show more navigation items" [ref=f22e266] [cursor=pointer]:
                • generic [ref=f22e267]: More
            • listitem [ref=f22e136]:
              • button "Edit nav items" [ref=f22e138] [cursor=pointer]
      • main [ref=f22e145]:
        • generic [ref=f22e302]:
          • tablist "Tabs" [ref=f22e304]:
            • tab "Create New" [selected] [ref=f22e305] [cursor=pointer]
            • tab "Your Templates" [ref=f22e306] [cursor=pointer]
            • tab "Designer (Beta)" [ref=f22e307] [cursor=pointer]
          • tabpanel "Create New" [ref=f22e309]:
            • generic [ref=f22e311]:
              • generic [ref=f22e314]:
                • list [ref=f22e315]:
                  • generic [ref=f22e316]:
                  • listitem [ref=f22e317]:
                  • generic [ref=f22e318]: Name Your Template - Current Stage
                  • listitem [ref=f22e320]:
                  • generic [ref=f22e321]: Pick Your Data - Stage Not Started
                  • listitem [ref=f22e323]:
                  • generic [ref=f22e324]: Review & Create - Stage Not Started
                • progressbar "Progress Bar" [ref=f22e326]:
                  • generic: Progress 0%
              • generic [ref=f22e328]:
                • radiogroup "How do you want to build this template?" [ref=f22e329]:
                  • radio "Start from a Design Recommended Pick a professional starter layout — your fields are dropped in automatically and the template renders on the first click. Creates an HTML template, the most reliable path to pixel-perfect PDFs." [ref=f22e330] [cursor=pointer]:
                  • generic [ref=f22e331]:
                  • generic [ref=f22e338]: Start from a Design
                  • generic [ref=f22e339]: Recommended
                  • paragraph [ref=f22e340]: Pick a professional starter layout — your fields are dropped in automatically and the template renders on the first click. Creates an HTML template, the most reliable path to pixel-perfect PDFs.
                  • radio "Generate with AI We assemble a ready-to-paste prompt with your fields and Portwood's tag syntax. Paste it into Claude, ChatGPT, or Copilot, then paste the HTML it returns straight into the template editor." [ref=f22e341] [cursor=pointer]:
                  • generic [ref=f22e342]: Generate with AI
                  • paragraph [ref=f22e352]: We assemble a ready-to-paste prompt with your fields and Portwood's tag syntax. Paste it into Claude, ChatGPT, or Copilot, then paste the HTML it returns straight into the template editor.
                  • 'radio "Start From Scratch A blank page in the visual designer. Click anywhere and type, drag in blocks and merge tags, or hit ` for the insert menu — build the document your way." [ref=f22e353] [cursor=pointer]':
                  • generic [ref=f22e354]: Start From Scratch
                  • paragraph [ref=f22e362]: "A blank page in the visual designer. Click anywhere and type, drag in blocks and merge tags, or hit ` for the insert menu — build the document your way."
                  • radio "I Have an Existing File Upload a Word, PowerPoint, Excel, fillable PDF, or HTML file you already maintain. Word documents are converted to HTML for PDF output — complex layouts may not convert exactly." [checked] [ref=f22e363] [cursor=pointer]:
                  • generic [ref=f22e364]: I Have an Existing File
                  • paragraph [ref=f22e372]: Upload a Word, PowerPoint, Excel, fillable PDF, or HTML file you already maintain. Word documents are converted to HTML for PDF output — complex layouts may not convert exactly.
                • generic [ref=f22e373]:
                  • generic [ref=f22e374]:
                  • generic [ref=f22e377]:
                  • generic [ref=f22e378]: "*Template Name"
                  • textbox "Template Name" [ref=f22e380]
                  • generic [ref=f22e383]:
                  • generic [ref=f22e384]: API Name
                  • button "API Name Help Info" [ref=f22e388] [cursor=pointer]
                  • textbox "API Name" [ref=f22e395]
                  • generic [ref=f22e398]:
                  • generic [ref=f22e399]: Category
                  • textbox "Category" [ref=f22e401]
                  • radiogroup "*Data Source" [ref=f22e403]:
                  • generic [ref=f22e405]:
                  • generic [ref=f22e406]:
                  • radio "Salesforce Record (SOQL)" [checked] [ref=f22e407]
                  • generic [ref=f22e408] [cursor=pointer]: Salesforce Record (SOQL)
                  • generic [ref=f22e410]:
                  • radio "Apex Class (Data Provider)" [ref=f22e411]
                  • generic [ref=f22e412] [cursor=pointer]: Apex Class (Data Provider)
                  • generic [ref=f22e414]:
                  • radio "JSON Data (from Flow)" [ref=f22e415]
                  • generic [ref=f22e416] [cursor=pointer]: JSON Data (from Flow)
                  • status
                  • generic [ref=f22e421]:
                  • generic [ref=f22e422]: "*Base Object"
                  • textbox "Base Object" [ref=f22e424]:
                  • /placeholder: Account, Opportunity, Contact...
                  • text: Account
                  • generic [ref=f22e425]:
                  • generic [ref=f22e427]:
                  • generic [ref=f22e428]: "*Type"
                  • button "Type Help Info" [ref=f22e433] [cursor=pointer]
                  • combobox "Type" [ref=f22e443] [cursor=pointer]:
                  • generic [ref=f22e444]: Word
                  • status
                  • note [ref=f22e451]:
                  • paragraph [ref=f22e452]:
                  • text: Word templates are converted to HTML for PDF output — complex layouts (text boxes, floating images, unusual tables) may not convert exactly. Keep Output Format
                  • strong [ref=f22e459]: Native (.docx)
                  • text: for full fidelity, upload an
                  • strong [ref=f22e460]: HTML
                  • text: file for a pixel-perfect PDF, or use
                  • strong [ref=f22e461]: Start from a Design
                  • text: /
                  • strong [ref=f22e462]: Generate with AI
                  • text: /
                  • strong [ref=f22e463]: Start From Scratch
                  • text: .
                  • strong [ref=f22e464]: Excel
                  • text: and
                  • strong [ref=f22e465]: PowerPoint
                  • text: templates always generate in their native format — no conversion involved.
                  • generic [ref=f22e467]:
                  • generic [ref=f22e468]: "*Output Format"
                  • combobox "Output Format" [ref=f22e474] [cursor=pointer]:
                  • generic [ref=f22e475]: PDF
                  • status
                  • generic [ref=f22e483]:
                  • generic [ref=f22e484]: Page Orientation
                  • button "Page Orientation Help Info" [ref=f22e489] [cursor=pointer]
                  • combobox "Page Orientation" [ref=f22e499] [cursor=pointer]:
                  • generic [ref=f22e500]: Portrait
                  • status
                  • generic [ref=f22e508]:
                  • generic [ref=f22e509]: Page Size
                  • button "Page Size Help Info" [ref=f22e514] [cursor=pointer]
                  • combobox "Page Size" [ref=f22e524] [cursor=pointer]:
                  • generic [ref=f22e525]: Letter (8.5 x 11 in)
                  • status
                  • generic [ref=f22e533]:
                  • generic [ref=f22e534]: Page Margins
                  • button "Page Margins Help Info" [ref=f22e539] [cursor=pointer]
                  • combobox "Page Margins" [ref=f22e549] [cursor=pointer]:
                  • generic [ref=f22e550]: Default for size
                  • status
                  • generic [ref=f22e557]:
                  • generic [ref=f22e561]:
                  • generic [ref=f22e562]: Sample Record (optional)
                  • combobox "Sample Record (optional)" [ref=f22e570]
                  • status
                  • paragraph [ref=f22e577]: See real data from this record while building your query.
              • generic [ref=f22e579]:
                • generic:
                  • button "Back" [disabled]
                • button "Next" [ref=f22e581] [cursor=pointer]
  • generic:
    • status