Use custom elements in a document

Depending on the document type configuration, Tangelo may provide additional custom elements that can be inserted into a document. These elements are available through the + dropdown menu in the Insert menu of the editor.

Custom elements are designed to present specific types of content in a structured and visually distinctive way. They are often used to highlight important information, improve readability, or display content that follows a predefined design.

Examples of custom elements may include:

• Quote blocks
• Highlight blocks
• Biography elements
• KPI elements
• Fact boxes
• Key message blocks
• Custom tables
• Other customer-specific content components

The available elements depend entirely on the document type and customer configuration.

Summary

After completing these steps, a custom element is added to the document and can be configured with the required content and properties.

Steps

1. Open the document in the editor.
2. Place the cursor where you want to insert the custom element.
3. Open the Insert menu.
4. Click the + dropdown menu.
5. Select the custom element you want to insert.
6. Complete the content fields of the element.
   • Click the placeholder text.
   • Enter the required content.
7. Configure any additional fields that are part of the element.
   • Title
   • Subtitle
   • Author
   • KPI value
   • Description
   • Other configured fields
8. Open the element menu if additional options are available.
   • Use the arrow next to the element name at the bottom of the editor.
   • Configure any available properties or settings.
9. Review the element in the editor.
10. Generate a preview or PDF if you want to verify the final presentation.

Expected Result

The selected custom element is added to the document and displays the configured content according to the document design.

Remarks

• Available custom elements vary by document type and customer configuration.
• Not all document types contain the same custom elements.
• The appearance of a custom element may differ between output formats such as PDF, web, or other publication channels.
• Custom elements are often used to standardize recurring content and maintain a consistent design.
• Some custom elements contain multiple editable fields, while others consist of a single content area.
• Additional properties may be available through the Properties panel or the element-specific menu.
• If you are unsure which custom element to use, consult the document template documentation or your Tangelo administrator.

Walkthrough

A visual step-by-step walkthrough is included below to guide you through inserting and configuring custom elements in a document.