Introduction
We are unique in the electronic signature space in providing a document editor experience with embedded form fields. Our customers use the document editor in two main contexts:
- They have content in a form they would like to edit
- They have legal language in a contract or agreement that may be negotiated
Time Kills All Deals
The worst problem is that each time you have a version of your document to send for signature you need to export as a PDF, upload it to an electronic signature solution and then send it out and wait. And wait. And wait. Then you have negotiations and changes and comments and you need to start from the beginning to your document editor.
Getting Started
Create a Document Template. Then start writing! You can also copy/paste your document into the editor as well. As a future note, we will support importing from Word in 2024.
Formatting Text
Formatting text occurs in our floating toolbar. Simply highlight the word or paragraph or text and it will appear.
Formatting Options
We have the following options in our toolbar:
- Font Type
- Font Size
- Headers
- Bold / Italic / Underline
- Link
- Media
- Table
- Alignment
- Unordered Bullet List
- Ordered Numbered List
Form Field Options
To create a form field, again, simply highlight some text to reveal the toolbar:
- Text
- Question (Deprecated)
- Checkbox
- Text Area
- Attachment
- Signature
- Date
- Select
- Table (Requires Advanced Fields Subscription)
Sections
Just like Web Forms and our Form Builder, you can divide your document into Sections that become multi-page forms in the Form View. This makes completing the document much easier for your end user. Simply create a section in the Outline panel on the left:
Add Section
After clicking Add Section, give your section a name:
Edit a Section Name
You can easily edit a section name by clicking on the Cog Icon and then confirming your change by clicking on the Check Icon.