Using fynk's editor

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 command menu, accessible by selecting text or pressing [Control+P] on Windows/Linux or [Command+P] on Mac. This is available at all times in templates, and in documents whenever edit mode is enabled.
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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.

This menu also allows you to format text, change font size and color or add conditions. You can also add dynamic fields, party placeholders or signature blocks from the command menu.

The command menu also offers AI features: text generation, translation and spelling and grammar check.

Describe what you'd like the AI to write and it provides a generated paragraph, clause, or sentence.

Translates selected text in your documents to eight available target languages.

Automatically corrects spelling and grammar in the selected paragraph.

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

Add party placeholders

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

If you want to link to a certain paragraph of the document you can also insert cross-references.

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.

To start a list, type:

"1. " or "§1 " for a sorted list

"- " or "* " for an unsorted list

Alternatively, insert a list via the [List] buttons from the command menu.

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. Click an existing numbering or bullet to access the numbering menu with some basic formatting variations.

In the upper right corner of the numbering menu, there is an [Advanced numbering] checkbox which shows all available numbering options:

Kind

Choose between unordered and ordered lists.

Indentation

Set the paragraphc indentation width.

Format

Define the numbering format. Options include:

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

Includes the parent number as prefix for a sub-list.

Example:

Without nesting:

With nesting:

Style

Define the numbering style. Options include:

Apply format

[Apply format] applies the selected numbering format to a specific part of 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.

Indenting allows you to add multiple levels to a list:

To insert a table, place the cursor where desired and click [Table] in the command menu.

Click anywhere in the table to show the following menu:

This menu will allow you to:

Click and drag the column divider lines to adjust column width and create tables narrower than the editor width.

To insert images, place the cursor where desired. In the Top menu bar, click the image icon:

Clicking the image to show the alignment menu:

Inserted images can be aligned:

To delete an image, click the [Bin] icon in the image menu or click the image, then type [DEL] or [Backspace].

Resize an image by clicking, then dragging one of the white squares in the corner of the image:

To insert page breaks, place the cursor where desired. From the command menu, click [...] -->[Page Break]:

Page breaks will appear in downloaded pdf files. In fynk, the page break appears with a horizontal line:

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.

To delete a page break, click the [Bin] icon in the middle of the break.

To move a page break, insert or remove a paragraph (for example by hitting the [Enter] key) before or after the page break. Once placed, page breaks cannot be moved via drag and drop.

To insert a table of contents, place the cursor where desired. From the command menu, click [...] -->[Table of contents]:

The table of contents is a predefined block that shows all content that is formatted as document title, heading or subheading. To reduce its width or place other content alongside it, insert the table of contents into a column or table.

You can add signature blocks to both your templates and your documents.

Open your template and go to Document content. There you'll find various elements that can be inserted into your template.

Once you click a Signature block or drag and drop it into your template, fynk will prompt you to create a party for the signature block.

The party (or parties) you create will then appear under Parties & signatories, where you can add the corresponding signatories.

By default, a single signature block is created for each party, even if multiple signatories have been assigned to that party. You can place the entire signature block at the appropriate location in your document.

Alternatively, you can split a party signature block into individual signature blocks for each signatory.

This gives you greater flexibility, allowing you to place each signatory's signature block exactly where their signature is required within the document.

You can create multiple signature blocks for the same party. This is useful if the same person (or multiple people from the same party) need to sign in several places throughout a document.

You have two options:

Important: You can only create signature blocks for existing parties. If you don't yet know who the other party (person or company) will be, don't worry. 😊 Simply enter a reference as a placeholder, such as Supplier, Customer, or Employee.

When you click on a signature block, several icons appear next to it, giving you additional editing options:

Placeholders are available for each party added to a document, even those only containing a reference. Available placeholders include:

Once the relevant information is specified, it replaces the placeholder wherever one exists in the template or document.

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

When creating a document from a template that uses dynamic fields, a document creation wizard guides users through filling out the dynamic fields.

To insert a dynamic field, drag it in from the dynamic fields list:

or insert it via the command menu:

Dynamic fields can be added multiple times in the same template or document, 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 toggles selected text based on the value of a dynamic field.

A single dynamic field can be linked to multiple conditions and conditions can include multiple statements. For example, a clause could be displayed only if the contract volume is greater than €50.000 AND the duration is below one year.

When a condition is not met, the corresponding text appears in the fynk editor faded grey, with a condition indicator to its left:

The text does not appear in the final (pdf) document and is not visible in fynk to external users.

When a condition is met, the text appears in the fynk editor green highlighted, in the final (pdf) document, and is visible to in fynk to external users.

To find certain words or phrases, use the search and replace feature. It also allows replacing them with other phrases or placeholders.

For example, if adjustments are needed after importing a template via our Word import. The found text is highlighted throughout the document and all appearances of the phrase can be replaced at once:

Text can also be replaced with any available placeholders, like party placeholders or dynamic fields.

Headers and footers are created and edited in the account settings by Owners and Admins. Users can add these headers to templates, but cannot edit them. To add them, click [Manage header and footer]:

Additional pdf files can be added to templates and documents. These files are considered part of the document. They are visible for internal/external users. After the dcoument is fully signed, they are sent to all collaborators along with the main document.

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

To add files for private or internal use, add them to the file storage in the sidebar.

Attachments added to a document template are automatically attached to all documents generated from that template.

The rendered preview shows how the document will look when finalized, hiding inactive conditions, highlights, and invisible table borders, as well as showing actual dynamic field values.

The rendered preview does not show page breaks and document page headers/footers.

To import from Microsoft Word, create a new document. Then drag-and-drop the file into the page or click the [.docx] button to continue with your existing content in fynk's editor.

Some additional edits may be necessary after importing, but it will greatly cut down the time required to get a document or template ready.

The following keyboard shortcuts are available in the document editor: