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Draft (Template editor)
Draft (Template editor)
Learn how to create and edit dynamic templates for the smoothest, most repeatable and optimized deal process.
Getting started
Start new template
Editing an existing template
Add Headers to Contract Template
Keyboard Shortcuts within Draft (Template editor)
Section types
Paragraph section type
Captions section type
Block & List section types
Signature (block) section type
Elements: Variables & Parties
Add a Variable to a Template
Date variable formatting
Add Party Elements to a Template
Format Party Element
Secret Elements
Create "Hidden" Variables
Add/embed an image
Add a Table
Set a default value for Variable
Formatting
Add and Format Columns
Adding watermarks or stamps
Add (and remove) page breaks
Previewing your document within the Template Editor
Creating a Custom Theme
Applying a Custom Theme to a Template
Adding a Letterhead to a Template
Customizing page elements (Margins, Borders, Line Numbers) using Themes
Formatting styles of individual sections within the Template Editor
Overview tab
Overviews: An Overview!
Linking Overview Sections
Conditional logic
Trigger Conditional with "Hidden" Variable
Using conditional logic in a template
Clause library (lookup)
Clause Library within Draft & Flow
Settings & Customization
Inbound template configuration
Automatically Include Users on Contracts