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How do I use the document editor?

The document editor is one of the core components of Propdocs. Being familiar with the editor is vital for success in drafting, negotiating, reviewing and updating documents and templates in Propdocs.

The editor has three distinct elements: the toolbar, the sidebar, and the document content.

Toolbar
The document editor’s toolbar is similar to toolbars you may be familiar with from MS Word, Google Docs, etc. You can style text (size, underline, bold, etc), create numbered lists, insert tables, and indentations all from the toolbar. The toolbar has more advanced features like tracking changes, making comments, and viewing the document version history, which are covered in more depth in their respective support articles.

Sidebar
The sidebar permits the document creator to create, edit, and manage the document signers. The sidebar is only available to the document creators.

Document Content
The document content is a representation of the final presentation of the document. The content can be adjusted using the toolbar and sidebar as well as by adding/adjusting the content like you would with most word processors and text editors.

Give it a try! The document editor is intuitive to pick up and start creating, changing, and negotiating documents in Propdocs. Don’t hesitate to contact support@propdocs.com if you have any questions, or Chat live with us during business hours (bottom right of the page).