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Using fynk's editor

Want to know how to set up documents/templates? You've come to the right place!

Sebastian Nedoma avatar
Written by Sebastian Nedoma
Updated over a week ago

Introduction πŸ‘‹

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.

Text formatting πŸ” 

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.
​

style bar

Here you can adjust things like different text styles, format options, alignment or lists:

style bar menues

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.

Command menu βš™οΈ

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

action bar

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:

action bar clicked

Generate text via AI

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.

Inserting AI generated content

HintπŸ’‘: You can also begin a paragraph or text, type [??] to ask AI to autocomplete it. You can then keep the suggestion by hitting the [Tab] key:
​

ai autocompletion

Add dynamic fields

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:

Add dynamic field to document via action bar

Add party placeholders

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:

Add party placeholders to document via action bar

Add document anchors

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

Add document anchor to document via action bar

Numbering πŸ”’

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.

Initiate numbering by creating a list

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

"1. "or "Β§1 " for a sorted list

"- " or "* " for an unsorted list

create list with keyboard

HintπŸ’‘: This way, the list only initiates after you hit the [Space] key.

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:

insert list via style bar

Format numbering

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.

numbering format menu

Advanced numbering

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:

advanced numbering format menu

Format

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

  • Numbers

  • Uppercase letters

  • Lowercase letters

  • Uppercase roman numbering

  • Lowercase roman numbering

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:

  1. Listitem1

    1. Sublistitem1

    2. Sublistitem2

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

  1. Listitem1

    1.a. Sublistitem1

    1.b. Sublistitem2
    ​

Style

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

  • Paragraph, for example Β§1

  • Dot after numbering, for example 1.

  • Bracket after numbering, for example 1)

  • Bracket before&after numbering, for example (1)

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:

  • On same level

    This will apply the numbering only to items in the current list AND on the current sublevel:

apply numbering format on same level

  • On same list

    This will apply the numbering to all items in the current list:

apply numbering format on same list

  • Globally

    This will apply the numbering to all list items of the document.

Tabbing and using levels

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:

use tab key and shift+tab to indent and reverse-indent

Tables πŸ“ƒ

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.

Table menu

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

table menu

This menu will allow you to:

  • Add a column to the left of the selected column

  • Add a column to the right of the selected column

  • Delete the selected column

  • Add a row on top of the selected row

  • Add a row below the selected row

  • Delete the selected row

  • Toggle a header column (Highlighted column and Bold text - Default OFF)

  • Toggle a header row (Highlighted row and Bold text - Default ON)

  • Fit the table to editor width (Will also reset custom column width)

  • Choose background color for selected cell(s)

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)

adjust column width by dragging separation line

HintπŸ’‘: Table row height will automatically adapt as you add text or breaks, while column width always needs to be set edited manually.

Table Menu in menu bar

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:

table menu in style bar

Columns πŸ—‚οΈ

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.

use columns

Images πŸ–ΌοΈ

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:

image menu

Inserted images can be aligned:

  • Left

  • Center

  • Right

  • Float left (Allows text on the lines where the image is located)

  • Float right (Allows text on the lines where the image is located)

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:

resize image

Page breaks δ·ͺ

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:

page break

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.

Table of contents 🧾

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.

place table of contents

HintπŸ’‘: All items in the table of contents are anchor links that will automatically added - even to PDF files!

Signature Blocks πŸ–‹οΈ

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]:

create signature block

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":

create party

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:

add signature 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.

HintπŸ’‘: You can also remove the container and only display the blocks by clicking the button. This will remove block alignments though.

Party placeholders πŸŽ‰

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

  • Name (of the person or business, depending on party type)

  • Address (will put whole address on one line)

  • Address Multiline (will include breaks)

  • Reference (eg "customer" or "employee")

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

add party placeholder

Dynamic fields πŸš€

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:

insert dynamic field via drag & drop

or insert it via the command menu:

insert dynamic field via action bar

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.

HintπŸ’‘: Dynamic fields don't need to be present in the template text to be used. You can use dynamic fields for conditions or metadata linking without placing them into the template text. πŸš€

Conditions πŸš₯

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.

insert condition via action bar

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.

HintπŸ’‘: Conditions can only be managed (added, edited and removed) in templates, not in documents.

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

inactive condition

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.

active condition

Search & Replace 🎯

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:

search and replace

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

Header, footer & page numbering πŸ‘£

As of now, footers and headers cannot be edited within fynk. Each page will show a autogenerated fynk.com-branded footer with information about the document, its creation time and the page number:

document footer

HintπŸ’‘: The footer, as well as the actual page breaks will only be shown in a generated pdf file.

Attachments πŸ“Ž

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.

attachment menu

Rendered preview πŸ‘€

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.

rendered preview

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

Word Import 🧾

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.

word import

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.

Keyboard shortcuts ⌨️

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

Essentials

Windows/Linux

macOS

Open command menu

Ctrl P

Cmd P

Copy

Ctrl C

Cmd C

Cut

Ctrl X

Cmd X

Paste

Ctrl V

Cmd V

Paste without formating

Ctrl Shift V

Cmd Shift V

Undo

Ctrl Z

Cmd Z

Redo

Ctrl Shift Z

Cmd Shift Z

line break

Shift Enter
Ctrl Enter

Shift Enter
Cmd Enter

Text Formatting

Windows/Linux

macOS

Bold

Ctrl B

Cmd B

Italic

Ctrl I

Cmd I

Underline

Ctrl U

Cmd U

Paragraph Formatting

Windows/Linux

macOS

Normal text style

Ctrl Alt 0

Cmd Alt 0

Title style

Ctrl Alt 1

Cmd Alt 1

Heading style

Ctrl Alt 2

Cmd Alt 2

Subheading style

Ctrl Alt 3

Cmd Alt 3

Align left

Ctrl Shift L

Cmd Shift L

Align center

Ctrl Shift E

Cmd Shift E

Align right

Ctrl Shift R

Cmd Shift R

Align justify

Ctrl Shift J

Cmd Shift J

Subscript

Ctrl ,

Cmd ,

Superscript

Ctrl .

Cmd .

Text Selection

Windows/Linux

macOS

Select all

Ctrl A

Cmd A

Extend selection one character to left

Shift ←

Shift ←

Extend selection one character to right

Shift β†’

Shift β†’

Extend selection one line up

Shift ↑

Shift ↑

Extend selection one line down

Shift ↓

Shift ↓

Extend selection to the beginning of the document

Ctrl Shift ↑

Cmd Shift ↑

Extend selection to the end of the document

Ctrl Shift ↓

Cmd Shift ↓

πŸ’β€β™€οΈ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance πŸš€.

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