With the rollout of our new Contract editor, we thought it would be helpful to provide some field notes for your adventure through the new experience. This article outlines some new and updated functionalities to help you find your way to creating your perfect Contract. Can't find what you're looking for? Reach out to us and we'd be glad to help!
Switching between Classic Editor and New Editor
The first thing you're probably wondering is: how do I get to the new editor? Don't worry, we've got you covered.
There are two ways to navigate to the new editor experience:
- the blue notification banner
- the Upgrade Editor button in the editor menu
Blue Notification Banner
When you are inside the the PactSafe editor, you will see a beautiful blue notification banner inviting you to try out the new editor. This banner contains two buttons: Try it out and Learn more.
The Try it out button takes you directly into the new editor, with any Contract you have loaded into the editor. If you have not loaded a Contract into the editor before you try out the new experience, you will be taken to an empty editor to upload or start creating your Contract.
IMPORTANT! If you have already loaded a Contract AND made changes in the Classic editor, make sure you Save before switching to the new editor. Otherwise, your changes will be lost when you make the switch.
The Learn more button directs you to some documentation on the new editor, just in case you don't want to dive into the new experience without reading up on what the upgrade entails!
Once you are in the new editor experience, the blue notification bar turns into a green notification bar to let you know that you've successfully converted over to the the new editor experience.
The Give Feedback button on the right of the green banner lets you give the PactSafe development team feedback. The Give Feedback button takes you to a survey where you can share your experience with using the new editor.
Upgrade Editor Button
Inside of the horizontal ellipsis menu (three dots to the right of Publish), you'll find the Upgrade Editor! menu option. Once you are in the classic editor, you can choose this menu option to be taken into the new editor experience. If you have a Contract in the editor when you upgrade to the new version, the Contract will appear to the new editor. If there is nothing in your editor when you upgrade, you will be presented with a blank canvas in the new editor to upload a Contract or start creating a new one inside of the editor.
Once you are inside the new editor, the Upgrade Editor! button in the menu changes Use Classic Editor. Selecting this menu option takes you, and whatever content you have inside the editor, back to the classic editor experience.
New and improved features
Just like the Classic Editor, the new editor contains all kinds of Contract formatting tools. Since you used the Classic Editor, you are already familiar with most of them, but we want to draw your attention to some of the awesome improvements in this version. Read on to learn about:
- undo/redo functionality
- repeating rows
- inserting/deleting columns and rows
The undo/redo functionality is pretty self-explanatory, but we're proud of where it is today. To find the undo/redo functions in the new editor, look on the editor tool bar for the left and right circle arrows. The left circle arrow button is for undo, while the right circle arrow button is for redo. Click these buttons any time while editing your document or Contract.
Fields in the new editor work similarly to their functionality in the Classic editor, but let's just review to make sure we're on the same page.
To add a field, simply click on the Add Field button on the editor toolbar.
From here, you see a drop-down menu of field types to choose from. Choose the field type you want, set your label, and resize the field if you need to. As you can see, fields function almost exactly as they did before, just a little more reliable.
Our Tables functionality inside the new editor is sparkling new. The experience is smooth and self-explanatory to allow users of all levels to add customized tables to Contracts. To get started with tables, just click the Insert Table button in the editor toolbar.
When you select the Insert Table button, a table creator appears where you can set the number of rows and columns for your table. To set your perfect amount, simply move your mouse to the right and down over the squares in the pop-up until you have the dimensions that match the table you want to create, then click.
Your table pops into the Contract and then there are even more customizations you can make. We've built an extraordinary Advanced Table Settings menu that allows for more granular control over the functionality and the look and feel of the table. To access these tools, just click inside of a cell and the menu will appear from the cell. Just so we're clear, it looks like this:
As you can see, there are several tools in the Advanced Table Settings that can be used to customize your table. Some of these tools are classic features for an editor, like setting the alignment, cell background color, border settings/styles, and removing the table altogether. Even though these tools are simple and easy to use, we want to call out a couple for their functionality. Partially for your education, partially to toot our own horn. Read on about
- Repeating Rows
- Inserting/deleting columns and rows
Select the right circle arrow button inside the advanced table settings menu to start a repeating row. This function is best for customers that use PactSafe to deliver order forms for sales-made: they can have one or many products offered that they want to display in a grid format. With repeating rows, we can dynamically render the table data based on the number of products a rep has added in a Salesforce opportunity. Once you select your placement for inserting a repeating row, you will be presented with a drop-down menu to select or create the appropriate token for the table.
Inserting/Deleting Columns and Rows
A common need when creating a table is to add or delete columns and rows. To do this in the new editor, use the column and row settings inside of the advanced table settings menu. To find these tools, look for the buttons with three lines: one with horizontal lines and the other with vertical lines. Horizontal lines are for rows...
...and vertical lines are for columns.
If you're ever not sure, hover over the tool button to see what the function is behind it! For both columns and rows, there are three action options to choose from: Insert column/row before, Insert column/row after, and Delete column/row. Click on the menu option that fits your needs to execute its action.
Since the new editor is still being polished up, there are some things that are not super friendly when trying out the new editor. Here is a list of those things to make sure that we are all aware of the use cases that need improvement:
- Comments: If you use Comments in the classic editor, you might want to wait to switch over to the new editor. We have not built the Comments feature into the new editor as of today because Comments as a concept is on the list for an overhaul.
- Lists and page breaks: Since the new editor is for HTML, page breaks technically don't exist in the editor—after all, a web page doesn't have separate pages! However, we've added the ability to insert page breaks so you can control what goes in each page in the PDF version of the Contract. With that in mind, you should know that lists do NOT span across page breaks. If you have a list and insert a page break in the list, a new list will be started after the page break. Always insert page breaks BEFORE or AFTER your list, so there are not formatting issues.
- If you start a new Contract or make changes to an existing Contract in the Classic Editor, and then switch to the new editor, your changes will be lost. Make sure to save your Contract before you switch!
There are lots of tools in the new editor that are not outlined in this document since their functionality is standard to editors all around. If you have any questions or get stuck, please feel free to reach out to us or your Customer Success Manager to get some clarity!