Right panel

On the right side of the open document, you will find the document editor panel. This panel is divided into four key sections that allow you to manage and customize your template.

1. Recipients

   The Recipients tab provides an overview of all individuals or parties who will receive the document. You can add, remove, or update recipient details here, ensuring the document is sent to the correct people. How the document should be sent/ through what channel.  This section also allows you to assign specific roles or permissions for each recipient, such as signers, viewers, or editors.
   

2. Details

   Under the Details tab, you can view and edit important information about your template. This includes the title, language, document type, document category, signature due date, reminders and more. This helps in keeping track of your templates and ensures they are correctly labeled for easy reference.
   

3. Content

   The Content tab is where you choose the elements that will be included in your template. You can select and arrange text, images, tables, and other design elements, allowing you to build the layout and structure of the document.
   
   To use the block or field you drag them out from the content section to the page and the green lines around the previous box indicates where the content will be applied
   
   To edit the characteristics of any element, hover your mouse over the element. A More Options button (⋮) will appear on the left side. Click on this button and select Settings. From here, you can adjust the element’s settings, as well as delete or duplicate the element as needed.
   
   In the Element Settings is also where you can customize the behavior of each element. You can choose whether an element should be required for the recipient to fill out, whether a box should be pre-checked, or if one element should be conditional based on the selection of another. 
   
   
   

4. Settings

   In the Settings section, you can manage template sharing with individual users or groups. You can also set a BCC confirmation, publish the template, and add a description to provide more context for its use.
   

A list of the most common content elements used by our clients:

Text Boxes are ideal for adding larger chunks of informational text, such as instructions, document details, or general comments. They allow for freeform text and can be seamlessly integrated into the flow of a document.

Text Fields are typically used for brief, specific responses, such as "Enter your email address," "Provide your phone number," or "Enter your employee ID." They can also be adjusted to allow longer answers with multiple rows if needed.

Drop List: is used for when having several options to choose from.

Date Picker: Can be used when needing to fill in specific dates relevant to your contract.

Form: A form is used when you want to group multiple fields or blocks within the same section. It allows you to collect related information that belongs together, making it easier to move the entire block as one unit rather than managing individual fields separately.

Attachment: Use this option to upload an attachment from your device into the document.

Signature box: If you want to include a signature as an attachment inside the document, use this field. You can either add your own (the sender's) signature or request the recipient's signature.