Sections are pieces of reusable content. For example, cover pages or Terms and Conditions. When combined together they form a document which you can send out to a customer. You can have as many sections as you like that help build up your templates and contracts.
Hover over the Templates menu item and choose Sections/View Sections. You’ll see a list of all the sections that comprise the two default templates that come with your account.
To Create a section, watch the video below or go to the Create and Edit Sections Overview article.
Create a Section.
We recommend either creating a new section for your first test, or editing an existing section and adding a signature element as below.
Insert a Signature Element into your Section.
In most cases, you will require a customer's signature for a document to be accepted. In other cases you might also require a counter-signature from someone inside your organization to make that document legally binding.
We have created a system category called "Sign-Off" where you can file your sign-off sections.
In the Sections menu item, click on the Sign Off filter on the right-hand side to show the sample sign-off sections that we have included for you.
Click on the Options drop-down under the section "Agreement - With Counter Signature", and choose the Edit function.
Click on the blue Edit Content button on the right.
The section editor will open. You will see that there are two system prompts already showing: Customer Signature, and Counter Signature.
You can click on the square around the item to select it. Try deleting it with your delete key on your keyboard.
Then, hover your mouse over the right-hand side editor window to open it. Find the Counter Signature item and click the blue Insert button. You will find the box will appear on the document. You can click and drag it to where you want it to sit on the page.
When you are ready, click the green Save button on the right-hand side editor helper window. Then click the red Close Window button.
You will return to the Sections page. Your section will be in the list ready for you to use.
For a recap on the above, click and watch the video below.
Click here for more detailed videos on how to create fully functional sections with system prompts and pricing widgets.