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How to Use the Table Element

Summary of the Table Element within the Editor

Updated this week

The Table Element in GetAccept’s editor allows you to organize content into a structured, easy-to-read format. You can use it to display data in rows and columns, create comparison tables, or add structured text and information within your proposals or documents.


Steps to Add the Table Element

  1. Open the Editor Block: Start by clicking where you want to add the table in your document.

  1. Click the Blue [ + ] Symbol: This icon opens a menu of available content elements.

  2. Select "Table": From the dropdown menu, click on Table to insert a blank table into your document.


Customizing Your Table

Once you’ve added the table, you can start editing it to suit your content needs:

  • Add or Remove Columns and Rows: Use the table’s editing features to add new rows or columns as needed. You can also remove unnecessary rows or columns.

  • Add Borders and Background: Enhance the table’s readability by adding borders to separate the cells, or apply a background color to the top row or other sections.


Table Formatting Bar

After inserting the table, a Formatting Bar will appear with multiple options to further customize and style your table. Here's a breakdown of the available tools:

  • Borders: Add or remove borders around your table cells.

  • Top Row Background: Apply a background color to the top row, making it stand out for headers.

  • Striped Table: Add alternating row colors to improve readability.

  • Delete Column/Row: Remove specific columns or rows from your table.

  • Text Format: Choose between different text styles such as Normal Text, Heading 1, Heading 2, Subheading, or Small Text.

  • Bold, Italic, or Underline: Apply basic text formatting like bold, italic, or underline to specific words or text within the table.

  • Lists: Add Numeric Lists or Bullet Points within the table cells.

  • Text Alignment: Align text to the Left, Center, Right, or use Justify for a balanced alignment.

  • Add Hyperlinks: Insert hyperlinks to external pages or documents by highlighting the text and clicking the link icon.

  • Merge Tags: Dynamically insert GetAccept data, such as recipient or sender information, by using Merge Tags directly within the table.


Other Features in the Formatting Bar

  • Move the Table: Use the drag tool to move the entire table up or down between other elements in the document.

  • Lock and Unlock the Table: Lock the table to prevent further edits or unlock it to allow other users to modify it.

  • Undo/Redo: Undo or redo any changes you’ve made to the table.

  • Delete: Completely remove the table from your document if it’s no longer needed.

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