Draft (Template editor)

Learn how to create and edit dynamic templates for the smoothest, most repeatable and optimized deal process.

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30 articles in this collection
Written by Evan, Dan, Lim Ying Ying and 3 others

Getting started

Start new template

Written by Julie
Updated over a week ago

Editing an existing template

Written by Julie
Updated over a week ago

Add Headers to Contract Template

Add a header to announce a new section or emphasize important info

Written by Julie
Updated over a week ago

Keyboard Shortcuts within Draft (Template editor)

Written by Sarah O'Neill
Updated over a week ago

Section types

Paragraph section type

Add, delete, move and number basic paragraph sections in your template's body

Written by Julie
Updated over a week ago

Captions section type

Outlaw makes it easy to format captions that adhere to court-mandated guidelines

Written by Sarah O'Neill
Updated over a week ago

Block & List section types

The Following article will explain how to add in Block & List sections, provide use cases and also detail out best practices.

Written by Sarah O'Neill
Updated over a week ago

Signature (block) section type

Modify a signature block so only the applicable parties appear.

Written by Julie
Updated over a week ago

Elements: Variables & Parties

Add a Variable to a Template

Written by Julie
Updated over a week ago

Date variable formatting

The below article will cover how to customize date variables in order to produce formatted dates.

Written by Sarah O'Neill
Updated over a week ago

Add Party Elements to a Template

Add and format dynamic fields to capture information about the people/entities entering into an agreement.

Written by Julie
Updated over a week ago

Format Party Element

Written by Julie
Updated over a week ago

Secret Elements

Protect sensitive information like bank account and credit card numbers with "secret" elements.

Written by Julie
Updated over a week ago

Create "Hidden" Variables

Capture data with variables that don't appear in contract text.

Written by Julie
Updated over a week ago

Add/embed an image

Add image variables in templates to embed pictures in contracts.

Written by Julie
Updated over a week ago

Add a Table

Create a table by using the Table variable type

Written by Julie
Updated over a week ago

Set a default value for Variable

Set a default response for dynamic variables to save time and minimize errors!

Written by Julie
Updated over a week ago

Formatting

Creating a Custom Theme

Written by Dan
Updated over a week ago

Applying a Custom Theme to a Template

Written by Jumi Cha
Updated over a week ago

Customizing page elements (Margins, Borders, Line Numbers) using Themes

Effortlessly create court-mandated documents like Pleadings, Letters, etc, by configuring Themes

Written by Dan
Updated over a week ago

Formatting styles of individual sections within the Template Editor

Customize the appearance of your templates by modifying individual sections

Written by Dan
Updated over a week ago

Adding a Letterhead to a Template

Customize the look of your team's templates and documents

Written by Dan
Updated over a week ago

Add and Format Columns

Adding Columns to a contract template

Written by Lim Ying Ying
Updated over a week ago

Overview tab

Overviews: An Overview!

Learn how overviews can supercharge your deal process.

Written by Julie
Updated over a week ago

Linking Overview Sections

Written by Julie
Updated over a week ago

Conditional logic

Trigger Conditional with "Hidden" Variable

Trigger inclusion of a conditional section with a variable that does not appear in contract text.

Written by Julie
Updated over a week ago

Conditional Contractual Content

Mark content to appear in contracts only when conditions you set are present.

Written by Julie
Updated over a week ago

Clause library (lookup)

Clause Library within Draft & Flow

This article shows how our Clause Library can be used within Draft and Flow to better streamline templates and allow for faster creation.

Written by Evan
Updated over a week ago

Settings & Customization

Inbound template configuration

Allow any internet user to automatically initiate a templated document by accessing a public URL.

Written by Dan
Updated over a week ago

Automatically Include Users on Contracts

Instantly include specific teammates on all contracts generated from a given template

Written by Julie
Updated over a week ago