To ensure that contracts are easily understandable, you're able to format your contracts using text formatting, lists, page breaks, and more in the Precisely 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
  • Heading 1
  • Heading 2
  • Heading 3
  • Quotation

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

  • Bold
  • Italic
  • Underlined
Text formatting options in Precisely's editor

Text alignment

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

  • Left aligned
  • Right aligned
  • Center aligned
  • Justify

Lists

List options in Precisely's editor

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.

An example of what a list in a document generated in Precisely looks like

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 Tab or Shift + Tab to increase/decrease the indentation.

Increasing indentation in Precisely's editor

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.
Adding a page break in Precisely's editor

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.

Example of what a page break looks like in a contract generated in Precisely

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.
Bold formatting a reference in Precisely's editor

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.

Example of what bold formatted references look like in a document generated in Precisely

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.

Adding images to documents in Precisely

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?

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