What formatting and editing features can I use in Contractbook?

How to use Contractbook Editor?

The editor is our text editing and formatting tool that allows you to create the body of your contracts. It includes different features, some of which are exclusive to Contractbook.

Write, edit, and layout your contract

1. Undo/redo 

2. Text style 

3. Font type and size

4. Bold, italic, underline & strikethrough

5. Text alignment

6. Lists

7. Editable field

8. Formula

9. Table

10. Checkbox

11. Attachments

12. Horizontal line

13. More options

Undo/redo

These two buttons allow you to instantly undo your last edit or redo and go back to the instance before the change. Alternatively, you can use the keyboard command Ctrl+Z or Command+Z (Mac).

Text style

Three options of text styling are available here: 

• Paragraph: designed in general for body text
• Code: intended for any programming language or piece of code
• Four headline styles

Font type and size

You can choose the font you like and apply size to it.

Bold, italic, strikethrough & underline

To apply any of these options to a block of your text, either press the button in the Editor corresponding to the style or use the keyboard shortcuts:

• Bold: Ctrl/cmd + B
• Italic: Ctrl/cmd + I
• Strikethrough: Ctrl/cmd + D
• Underline: Ctrl/cmd + U

Text alignment

It is naturally possible to align text to the left, center, or to right.

Lists

Contractbook editor has two listing options: ordered list and bullet-point list. Both work in the same way:

• Press enter for the next number/bullet
• Press tab to move in (for example from 1 to 1.1)
• Press tab + shift to move out (for example from 1.1 to 1)
• Press shift + enter to add extra space between points without creating a new one

Editable field

Editable fields are particularly useful for data inputs that are likely to change from one contract to another such as name, salary, dates, any personal details.

To add an editable field, find and highlight the text you would like to become editable. Alternatively, you can just place your cursor at the place you want the editable field to appear.‍ Then press the editable field icon in the Editor:

Learn how to use Editable fields here.

Formula

The Formula icon in Contractbook editor provides you a simple spreadsheet function in fields, except for the editable fields.

‍To create a formula field press the formula icon and assign the following attributes to it: Name, Format, Value, or formula.

Table

You can choose how many rows and columns you want the table to have and then fill in text or paste any pre-existing one from an external document. Tables can be added in both drafts and templates.

If you click or select text anywhere within a table a new drop-down menu will appear under the table icon in the editor (at the top of the body text in your document). You can use this menu to manipulate the table or delete a table format that is no longer needed:

Hint: If you want to add multiple tables one after another in the body text of your draft or template, make sure to leave some extra empty space between them. This way you will, later on, be able to preserve a clickable section between the tables and use it to make any changes outside of the table's boxes.   

Checkbox

Using this icon, you can add checkboxes to your contracts.

Attachments

Using this icon, you can add attachments within the body text of your contract. The following formats are accepted: .pdf, .jpg, .png, .doc, and .docx. 

Read more about the use of attachments in your Contractbook documents here.

Can I move an attachment box above the "Message to recipients" in the editor?

It is not possible to move the “Add attachments” column above the Message to the recipient. You can instead use “Embedded attachments” inside the Editor, which allow you to attach content in the body of the draft. You can find it by clicking on the paperclip icon in the editor.

Horizontal line

This will create a page-wide, horizontal line that can be used to separate pieces of content from each other.

More options

1. Photo: Add an image to your document.
2. Party details: This field is automatically added to the top section of all Contractbook documents and here you can add the details of the parties. This field is a mandatory one but can be moved to different locations.
3. Signature details: This field is automatically added to the bottom of all Contractbook documents and here you can add the Signees details. This field is also a mandatory one but can be moved around in your document.‍
4. Link: This feature will allow you to add a hyperlink to a webpage you assign to it.
5. Pull quote: Pull quote allows you to highlight a specific piece of text by indenting it.
6. Dynamic table: This table will get populated with data from your automation and automatically adjust the number of rows in order to fit the data.

   This feature is especially meaningful when dealing with sales contracts that often include a variable amount of products. Read more about its application in our main article here and in Contractbook in-app HubSpot integrations. You can use dynamic tables to map contract data for any other tool you integrate with Contractbook. 

If you want to see what your contract will look like for the recipients, enter the Preview mode of your draft and test all the main app Editor's features. After customizing the contents, you can further customize the entire signature process as it fits best. 

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.