The editor has several different features some of which are exclusive to Contractbook. To make things easier for you, we have written this guide which will explain everything you need to know about it.
What is the editor?
You encounter the editor in two locations:
1. In drafts when full text editing is turned on
2. When editing or creating templates
The editor is our text editing and formatting tool. This is very you go for headlines, bullet points etc. The editor is also where you find special features like editable field and tables.
This is what the editor looks like:
- Undo/redo last change
- Bold, italic, strikethrough
- Type (where you find text formatting options such as code and headings)
- Editable fields
- Embedded attachment
- Horizontal rule
- Further options
1. Undo/redo last change
This feature allows you to undo your last change or redo it. This is very useful if you f.x. delete something you did not mean to delete.
2. Bold, italic, strikethrough
These are three styling options for your text. To apply these, either press the button corresponding to the style you want to use or use the keyboard shortcuts:
- Bold: Ctrl/cmd + B
- Italic: Ctrl/cmd + I
- Strikethrough: Ctrl/cmd + D
Type is another styling option. Here you can choose between the following:
- Paragraph which is designed for body text
- Code which is intended for code (programming)
- The four headline styles
Please be aware that you cannot use headlines together with lists.
The Contractbook editor has two listing options: Numbered lists and bullet-point lists. Both work in the same way:
- Press enter for the next number/bullet
- Press tab to move in e.g. from 3 to 2.1
- Press tab + shift to move out e.g. from 2.1 to 3
- Press shift + enter for extra space between points without creating a new point
5. Editable fields
Editable fields are fields which you or collaborators can easily add content to. These are particularly useful for data which is likely to change from contract to contract f.x. company name, salary, dates.
Step 1: To add editable fields, start by finding and highlighting the text you would like to be editable. Alternatively, you can just place your cursor where you want the editable field.
Step 2: Press the editable field icon as shown here:
Step 3: Now you need to fill in two fields Name and Default text.
Name: This is the ID of the field. If several fields share the same name, all those filed will auto-populate if you add data to one of them. This is useful e.g. a repeating company name throughout a template.
Default text: This is what will be shown in the editable field. If you have highlighted a piece of text when you created the editable field the text will automatically appear here. If the default text is not changed it will appear in the final contract.
Step 4: Press Enter or Insert to finish creating the editable field.
Formula provides you with simple spreadsheet functions in fields, not unlike the editable fields. Formula is incredibly useful for especially sales contracts where you want to add up numbers and discounts.
Step 1: To create a formula field press the formula icon.
Step 2: A menu will now appear where you can edit the name of the field, change its format, and add content to it.
- Name: Leave the default name or change it to something you find easier to remember/type
- Format: Just leave it on None unless you specifically need one of the other formats
- Value or formula: This is where you add your data e.g. a price or a discount or your formula e.g. your price subtracted your discount.
This is a simple example of how to use formula:
Tables work much like in any other text editing software. You can choose how many rows and columns you want and then fil them in according to need. The width of the columns auto-adjusts meaning a column will automatically be made wider if you add more content to it.
When your cursor is located within a table you will see a new icon of the editor toolbar:
This offers you options for formatting your table.
8. Embedded attachment
Using this feature, you can add attachments like pictures within the body text of your contract. These attachments can take the format .pdf, .jpg, .png, .doc, and .docx.
9. Horizontal rule
This will create a page-wide, horizontal line that can be used to create a clear separation between elements of a contract.
10. Further options
- Party details: This field is automatically added to all templates at the top of the template and it's where you add details of the signing parties such as company name and company ID. This field is mandatory but can be moved.
- Signature details: This field is automatically added to all templates at the bottom of the template and it's where you add details used for the signature such as representative names and email addresses. This field is mandatory but can be moved.
- Link: This feature will allow you to create a hyperlink i.e. a clickable piece of text.
- Pull quote: Pull quote allows you to highlight a piece of text by indenting it.