Tips and tricks 😉

Hey Easysend community!

From time to time, we'll be adding some small tips and tricks that will help you work more easily and smoothly on the builder.

Enjoy!

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Model tips

Tip #1: 

Avoid deleting or changing the name or type of model values, as this could impact your integrations or disrupt processes.

Tip #2:

Maintain consistent hierarchy levels between your model and Webflow. For example, if you have a model field like “personalDetails.firstName,” ensure your Webflow setup mirrors this with a text input for “firstName” inside a “personalDetails” container. This consistency simplifies development and management.

Tip #3:

Capitalization: The first letter of the first word should always be lowercase, while the first letter of the second word (and subsequent words) should always be uppercase. For example: use "firstName" instead of "firstname."

Webflow tips

Tip #1:

Remember to set the button action on the last main page to 'Submit'.

Tip #2:

Use a grid or container when necessary to avoid performance issues caused by overuse.

Tip #3:

When creating a new process, make sure to select the relevant theme for the process.

PDF tips

Tip #1:

Ensure you utilize the 'multiline' feature to prevent text overlapping.

Tip #2:

To change PDF content dynamically and quickly, use the "Dynamic Document" feature. For more details, reach out to your CSM.

Tip #3:

Use the alignment feature to make your PDF look as professional as possible.