Document text and fields

The editor

Document in the template editor opens the document text editor. Format text with bold, italic, underline, headings, and lists.

Insert a field

1. Place the cursor where the value should appear.
2. Tap Insert field.
3. Choose a template field.

When you fill in an agreement, the field’s value appears there, and the text flows around it.

Fields not in the text

Template fields you don’t place in the text are listed in the document’s Details section, so no value is lost.

Participants and signatures

Participant details and signatures are added to the document automatically, in the parties section. They can’t be placed in the text.