Overview
The Text Element is essential for adding written content to your documents within the GetAccept Editor. It allows for easy customization and integration of information.
How to Add a Text Element
When you create a new Editor block, it automatically opens with a text element. To add additional text elements, follow these steps:
Click the blue [ + ] symbol.
Select Text.
You can type directly into the text element or copy and paste from another document. While copying, note that the font and size may slightly change, but headers and paragraph formatting should transfer smoothly.
Formatting Bar
When you click within the text element, the formatting bar appears with various options.
Text Format: Select Normal Text, Heading 1, Heading 2, Subheading, or Small Text.
Text Styling: Bold, Italic, Underline.
Lists: Create numeric lists or bullet points.
Text Alignment: Align text to Left, Center, Right, or Justified.
Hyperlinks: Add hyperlinks directly to your text.
Merge Tags: Insert GetAccept merge tag data in-line.
Insert New Elements: Add additional elements like Text, Images, Tables, and Dividers using the [ + ] sign.
Undo/Redo Actions: Easily reverse or repeat actions.
Lock and Unlock Elements: Locking an element prevents accidental edits or movements, ensuring that crucial content remains unchanged.
Move/Delete Elements: Rearrange or delete the text element as needed.
Keyboard Shortcuts: Enhance your formatting efficiency:
Bold: Command + B (Mac) / Control + B (PC)
Italic: Command + I (Mac) / Control + I (PC)
Underline: Command + U (Mac) / Control + U (PC)
Line Break: Shift + Enter (to position text directly below the previous line)
New Paragraph: Press Enter.
Merge tags
Merge Tags: You can incorporate dynamic information, such as sender and recipient details, directly into your text.
Merge Tags Options:
Document: These merge tags pull specific information from the document itself, such as the document title, date, or any other relevant details that you want to dynamically include.
Sender: This category includes information about the individual sending the document, such as their name, title, email address, and any other relevant contact details.
Company: Merge tags under this option relate to the sender's company. This can include the company name, address, and any other identifying details.
Add New Recipient: This option allows you to include personalized information about the recipients of the document. It can pull in details like the recipient's name, title, and company information.
Create New Custom Merge Tags: Custom merge tags let you pull unique data from your CRM or integrations. This enables you to include specific fields that aren’t part of the standard merge tags, enhancing the personalization of your proposals and contracts.
Convert to Merge Tags Element: Let's you integrate formatted rich text from your CRM, like Salesforce, into your documents as merge tags. This feature is ideal for adding dynamic content, such as client history or project details, ensuring your documents are informative and tailored to each deal.
Fonts option
With the new font options, you can align the text with your branding when creating documents. Explore fonts.
