Styling & formatting

Learn about Template Editor and how to customize the style and format of contracts using lists, page breaks and more

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

Text formatting

You can format text content in your documents using the formatting options in the editor. The options for character sizes are:

• Paragraph text

  • default size: 11
  • other available sizes: 9, 7, 5

• Heading 1

• Heading 2

• Heading 3

• Quotation

You can also format text. The available text formatting options are:

• Bold

• Italic

• Underlined

 

Text alignment

Precisely’s editor also has options for text alignment. The available options are:

• Left aligned

• Right aligned

• Center aligned

• Justify

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

• Simple list with green check marks
• Simple list with orange exclamation marks
• Simple list with red cross marks

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 clauses #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.

 

If you'd like to use more parts of documents in the same document (e.g. the main documents + appendix that requires logic), you can easily restart automatic numbering. 

To easily manage automatic numbering, click on the number to either

• restart numbering (change 17 to 1), or
• continue the previous numbering (change 1 back to 17)

 

Pro tip: To quickly create and edit your lists, you can use the Decrease/Increase indent buttons. You can also use Tab or Shift + Tab to increase/decrease the indentation.

 

Tables

Inserting a table

To add a table to a draft or template document, simply

1. Click Draft & Sign or Templates in the top menu and choose the document you want to add a table to,

2. Open the project or template document by clicking the Edit button to the right of the document's name,

3. Choose position in the document and click the Table button,

4. Select the correct size of the table.

Editing a table

To edit a table, simply

1. Click the correct position in your table,

2. Click the Table button,

3. The Insert option lets you insert a row or a column

4. The Remove option lets you remove a row or a column

You can also edit a table by selecting a cell in it. When you have selected a cell, more options for removing and adding rows and columns, removing table borders, and resizing columns become available.

Pro tip: tables can also be used in conditional blocks in templates, meaning that they can be included or excluded depending on the user’s answers while drafting a contract from a template.

Pro tip 2: You can also make table rows conditional. Learn more

 

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.

 

Images

Finally, you are able to upload images to your documents.

Note: Images are uploaded in their original size. To change the size of an image, simply resize it before uploading it.

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