Effortlessly create and edit document templates or documents with fynk's built-in editor. Its drag-and-drop simplicity and growing template library cater to diverse needs, ensuring a quick and tailored document creation process.

Collaboration, advanced formatting, and version control(for documents) further contribute to a streamlined and polished document workflow, making fynk a versatile tool for individuals and businesses seeking efficiency and professional results.

In fynk's editor you'll have plenty of formatting options to fulfill your needs. The options can be found in the menu bar to the top-left of the document, which is always available for templates, but in documents only, if the edit mode is activated.
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Here you can adjust things like different text styles, format options, alignment or lists:

The behaviour is very similar to your standard document applications such as MS Word. You can select a text style/format and start writing in the selected format or you can also select text and apply the style/format to the existing text.

When you select some text, or use the keyboard shortcut [Cmd + p] on macOS or [Ctrl + p] on Windows/Linux our command menu will be displayed

allowing you to format text, change font size and color, remove formatting via the button or add conditions. Additionally, you can click the search bar to open up even more possibilities, such as:

With this function, you can formulate, what you want the AI to write and the AI will provide you with a generated paragraph, clause, text or alike and insert it into the document or template.

Though you can drag and drop dynamic fields into your document/template directly from the dynamic fields list as described in the [Dynamic Fields] section of this article, you can also add them directly from the command menu:

Though you can drag and drop party placeholders into your document/template directly from the parties list as described in the [Party placeholders] section of this article, you can also add them directly from the command menu:

If you want to link to a certain paragraph of the document you can also insert document anchors.

Since numbering is very important when it comes to documents, we've integrated a wide range of options into our powerful editor. You can access them by initiating a list in your document or template.

This can either be done by starting a list with some default key sets as:

"1. "or "§1 " for a sorted list

"- " or "* " for an unsorted list

Another way would be to insert a list via the [List] menu from the menu bar.

This way you can also apply a list to existing text:

Within fynk's editor you have access to a wide variety of document numbering variants and possibilities. To access the numbering menu, just click an existing numbering or bullet. A small menu with some basic formatting variations will appear.

When you click on the small [Advanced numbering] checkbox in the upper right corner of the numbering menu, you will see all available numbering options:

Format

Lets you define the numbering format. You can choose between:

Continuation

Here you can decide whether the list should be continued for the selected numbering item or whether you want to start a new list.

Nesting

This option lets you decide, if you want the parent number format as prefix for a sub-list.

Example:

If you have a List without nesting that looks like this:

activating nesting for the sublist would result in the list being shown as:

Style

Lets you define the numbering style. You can choose between:

Kind

With this option, you can switch between ordered and unordered lists

Apply format

[Apply format] lets you apply the selected numbering format to a certain range within the template or document:

Using the [Tab] key you can indent single list items. When holding the [Shift] key and pressing the [Tab] key you can reverse-indent.

Using indents is essential as it will allow you to add multiple levels to a list:

You can insert tables into templates or documents by placing the curser where it should be inserted and afterwards clicking [Insert]-->[Table] in the menu bar.

When clicking anywhere in the table, you will see the following menu:

This menu will allow you to:

You can also drag the column divider lines to adjust column width to your needs. This way you can also achieve tables that are narrower than the editor's width. (Just remove the leftover columns and you can keep the smaller ones)

When you've selected a table you can also use the [Table] menu in the menu bar to delete the table (you can also do this by using [Backspace] twice when the cursor is in a position directly after the table or by using [DEL] twice when the cursor is in a position directly before the table.

The [Table] menu in the menu bar also allows you to toggle table borders:

Columns are a great way to handle multiple alignments on certain lines. You can also use them to divide a Page in two or more different sections separated vertically.

You can insert columns into templates or documents by placing the curser where it should be inserted and afterwards clicking [Insert]-->[Columns] in the menu bar.

The editor will allow two, three or four columns. You can delete excess columns by clicking into the one you want to delete and click on the [Bin] button to the top-right of the column.

You can also always add another column to the right by clicking the [+] sign to the upper right of the column.

As you can see in the following animation, you can align text for each column as you wish. In this case, the left column content is aligned left, the contents of the middle column are aligned central and the right column's content is aligned right.

You can insert images into templates or documents by placing the curser where it should be inserted and afterwards clicking [Insert]-->[Image] in the menu bar.

When clicking the image you will see a menu, allowing you to align the image to your needs:

Inserted images can be aligned:

Images can be deleted by clicking the [Bin] icon in the image menu or by just hitting [DEL] or [Backspace] after selecting the image.

You can also change the size of the image by selecting it and afterwards dragging one of the white squares in the corner of the image:

You can insert page breaks into templates or documents by placing the curser where it should be inserted and afterwards clicking [Insert]-->[Page break] in the menu bar.

Page breaks only work in downloaded pdf files. You will see, where the page will break in the document:

If you have too much content before a page break the document may break before your intended break though, so keep an eye on your content spread.

Page breaks can easily be deleted by clicking the [Bin] icon in the middle of the break, yet they can only be moved by inserting or removing paragraphs (for example by hitting the [Enter] key) before a page break. They cannot be moved via drag and drop once placed.

You can insert a table of contents into templates or documents by placing the curser where it should be inserted and afterwards clicking [Insert]-->[Table of contents] in the menu bar.

the table of contents is a predefined block that will show all Content that is formatted as document title, heading or subheading. It can be inserted into columns or tables to reduce its width and allow you to place other content next to it.

Of course signature blocks can be added to documents and templates as well. They can be added to a signature container, which can either be inserted by clicking [Insert]-->[Signature container] in the menu bar or created automatically by inserting a signature block into a template or document.

To be able to add a signature block, it needs to created first. You can do so in the [Document Content] tab on the submenu [Signatures]:

You can create multiple blocks for the same party, so even if you require multiple signatures from the same person(s) on one document, you can add as many blocks as you need.

However, you can only create blocks for existing parties. In the [Document Content] tab on the submenu [Parties] you can add more parties. If you don't yet know which person or company will sign, don't worry - everything you have to fill out is the [Reference] - for example "Supplier", "Customer" or "Employee":

Now to add signature blocks you can simply drag & drop them from the [Signatures] submenu to the document or template. A signature container will automatically be created for the placed block:

Inside the signature container you can align the single blocks by clicking in the top-left corner of the signature container.

Signature Blocks and / or containers can always be deleted by clicking its [Bin] icon. Signature containers will also indicate unplaced signature blocks and allow you to add or create signature blocks.

For each party that was added to the document, even those only containing a reference yet, you can also use placeholders for:

These placeholders will be resolved once the linked data is present in a certain template or document.

Dynamic fields make your templates or documents smart. They serve as placeholders, steer conditions and can automatically be linked to your relevant metadata.

Using dynamic fields in document templates is particularly useful as the document creation will provide a wizard guiding you through all the fields you have to fill out.

To insert dynamic fields into a template or document you can either just drag it in from the dynamic fields list:

or insert it via the command menu:

You can add dynamic fields to a template or document multiple times, but keep in mind, that a single field will always only have one value.

Conditions are a powerful tool to customize your documents based on dynamic field inputs. A condition basically toggles the appearance of a certain text or paragraph in a document based on the value of a dynamic field.

You can target multiple conditions with a single dynamic field, but it is also possible to add multiple statements into one condition. For example you could display a certain clause only, if the contract volume is greater than €50.000 AND the duration is below one year.

If the criteria for a given condition is not met, the text will appear grey faded, with a condition indicator to its left:

In this case, the text will not be part of the final(pdf) document and will not be visible to external users.

If the criteria for a given condition is met, the text will appear green highlighted, be part of the final(pdf) document and will be visible to external users.

If you are looking for certain words, formulations or alike, you can also use the search and replace feature to look for as well as replace them with other phrases or placeholders.

For example, if you've just imported your template via our Word import feature and need to do certain adjustments, you do it all in one place. The found text will be highlighted throughout the document and you can replace all appearances of the phrase in one go:

You can also replace text directly with any available placeholders, such as party placeholders or dynamic fields.

Headers and footers can be created in the account settings and then added to documents or templates. This can be done via the "Manage headers and footers" button:

You can also attach additional pdf files to templates and documents. These files will be treated as part of the document and thus be visible for internal/external users as well as sent to all collaborators alongside the actual document as attachment after the document is fully signed.

They can be used to reference special agreements, terms of use or alike.

If you want to add files in a more private context you can use our file storage feature, where you can also attach emails or images.

If an attachment is added to a document template, it will also be automatically attached to all documents generated from that template.

The rendered preview can be used to see the actual outcome when generating the document, hiding inactive conditions, highlights and invisible table borders as well as showing actual dynamic field values.

The rendered preview will, however, not show actual page breaks and document page headers/footers.

To get started with a new template or document in no time you can also our built-in Word import feature.

Just click the button to the far right of the menu bar, select the word document of your choice and enjoy your existing content in fynk's editor.

This import feature will probably not create a perfect document template in every case and most of the times it will still require some manual post-processing but in general it will help a great deal getting your document templates ready as fast as possible.

If you prefer working with keyboard shortcuts, here's a list of the available shortcuts in the editor: