Articles on how to use the in-app editor
17 articles
Introducing the Editor
What is an Editor block, Editor Font options, how to use Editor Custom Merge Tags and how to update an Editor block after sending a document
How to create, edit, and remove an Editor BlockHow to add, edit, and remove an Editor block in your sendout
How to add our dynamic merge tags to the editorHow to add our dynamic merge tags to the editor to fetch data about the entity, document, the sender, and the recipient(s)
How to add Custom CRM Merge Tags to the Editor to fetch data from integrationsLearn how to add custom CRM merge tags within the inline editor (to for example fetch data from Pipedrive, LimeGo, Upsales and more)
How to set the font in branding settingsA guide on how to setup the Editor Font options and what they look like
How to update your document after it has been sentLearn how to make changes to a delivered sendout using the editor
Content elements
Guides about the Text element, Image element, Pricing table element, Table element and the Divider Element
How to add and set up the Text ElementSummary of the Text Element within the Editor
How to add and set up the Image ElementSummary of the Image Element within the Editor
How to add and set up the Pricing Table ElementHow to use the pricing table element in an editor block
How to add and set up the Table ElementSummary of the Table Element within the Editor
How to add and setup the Divider ElementSummary of the Divider Element within the Editor
Layout elements
Guides about the Columns Layout and Image and Text element
How to add and setup the Columns Layout ElementSummary of the Columns Layout Element within the Editor
How to add and set up the Image and Text ElementSummary of the Image and Text Element within the Editor
Engagement elements
Guides about the Text input, Dropdown and Checkbox element
How to add and set up a text field in the EditorAdding a text input to your editor block
How to add and set up the Dropdown elementHow to add the dropdown element
How to add and set up the Checkbox elementHow to add a checkbox element
Signature ElementAdd signatures to your editor content
Email field elementA guide explaining the new element for email field