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Define a New Document Shape

Documents are generic pieces of content used to enrich the customer experience. Their structure is defined by a shape, which in turn is built from multiple components grouped together. Examples of the types of documents you might define shapes for include articles, video stories, recipes, and blog posts.

Custom document shape

Just like folders and products, documents can contain and display a wide range of data and content as determined by their shapes. Each document shape is built up from zero or more components: rich text, paragraphs, and videos, just to name a few options. You’ll need to do some content modeling to figure out the ideal structure(s) for your own document shape(s). Once that’s done, actually defining the shape(s) is straightforward.

Defining Your Document Shape

Within the Crystallize PIM user interface, click the Settings button on the left-hand side of the screen, then choose Shapes. Click the Document button in the center of the screen, or click the plus button (+) at the top of the screen and choose Document. Type a new name for the shape, then hit Enter or click Create.

On the right side of the screen is a list of the components that you can add to the shape. Either left-click on them or drag and drop them to the center of the screen to add them to your shape definition. Once components have been added, you can click and drag on their left-hand tabs to reorder them, or you can click the (...) button on the right-hand side to delete them. Every component will need to be named and properly configured, which is covered in more detail in the Concepts entry for each component.

Click the Update button at the top of the screen to save changes to the shape. To delete the shape, click the (…) button and select Delete.

Editing Document Shapes

You can always make changes to existing document shapes, either by accessing the Shapes screen under Settings or by clicking on the shape name that appears at the top of the screen above the document name whenever you’re creating/editing a document.

Once documents have been created based on a particular shape, the View items button at the top of the shape edit screen will let you see at a glance exactly what documents use the shape. This is important because any changes made to the document shape will affect all of these documents in turn. Proceed carefully with your edits.

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Need further assistance?

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