To ensure that contracts are easily understandable, you're able to format your contracts using lists, page breaks and text formatting in the Precisely editor. 

Lists

To create a list in a template, just follow these simple steps:

  1. Click Templates in the main navigation and click the name of the template that you wish to add a list to,
  2. Enter the editor by clicking Edit in the template's overview,
  3. Click the list button to add a clause list, or click the arrow next to it to choose from the different list types available. 

There are a few types of lists to choose from:

  • Clause list — a numbered list, with nested lists, that numbers clauses in the document. 
  • Simple bulleted list
  • Simple list with lowercase letters
  • Simple list with roman numerals

When using any sort of numbered list, the numbering is automatically updated as you add or remove numbered clauses. E.g. if you have created clause #1 and #2, indenting a section in between (creating a new #2) will automatically update the numbering of your previous clause #2 to #3. 

This is what a clause list looks like in a .pdf generated from a template. 

Pro tip: you can use the Decrease/Increase indent buttons to quickly create and edit lists. You can also use shift + tab or tab to decrease/increase the indent. 

Page breaks

Another styling and formatting feature available in Precisely's editor is page breaks. To add a page break to a template, simply:

  1. Click Templates in the main navigation and click the name of the template that you wish to add a page break to,
  2. Enter the editor by clicking Edit in the template's overview,
  3. Choose position of the page break by positioning your cursor and clicking the correct location in the document,
  4. Click the Page break button. 

Voilá! You just created a page break. Page breaks are visualized by thin, dashed lines in the editor. To remove a page break, click the dashed line and click the page break button again, or simply erase the dashed line.

Screenshot of a .pdf contract with a page break generated from the template used to visualize the page break button and indicator above. 

Bold formatting of user input/answers to questions

You can also choose to format references in such a way that the user input/answers to questions are automatically bold formatted.

To bold format a reference, simply:

  1. Click Templates in the main navigation and click the name of the template that you wish to add a bold formatted reference to, 
  2. Enter the editor by clicking Edit in the template's overview, 
  3. Select the reference you wish to bold format as well as the preceding or subsequent character space,
  4. Click the bold formatting (B) button. 

Screenshot of a template in the editor with a reference and its preceding character space selected. 

Voilá! Any contract generated from this template will now have this user input/answer bold formatted. 

Screenshot of a contract generated from the template used to visualize bold formatting of references. 

Psst. Did you know that you can also add your logo to your templates? 

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