Build a template in the editor

1. 1Choose Templates in the sidebar.
2. 2On a template card, choose Edit to change the template itself, or Use template to start a new document from it.
3. 3To start from a blank page, choose New template.

The editor has three columns:

• Blocks and Fields on the left. Drag a block onto the page, or click it to insert it below the selected block.
• The page in the middle. Click any text, cell or line item to edit it in place.
• The inspector on the right, with the Block, Signers, Fill-ins and Document tabs. A Salesforce tab appears once Salesforce is connected.

Click a block to select it. A small toolbar lets you move, duplicate or delete it, and the Block tab shows its settings.

To add a block while typing, press / at the start of an empty line and pick from the menu: heading, callout, key details, table, pricing table, payment schedule, signature block and more.

A callout highlights what matters, such as a summary of the deal or a deadline. Pick its color in the Block tab: Dark (the default), Blue, Green, Amber, Red or Purple. The color shows in every look.

A table can take the document's style or one of five designs, chosen under Design in the Block tab: Lines, Striped, Grid, Cards (one card per row) and List (one line per row). Then make it yours: a color, a header row or none, the first column in bold, and Compact for tighter rows. Rename, move and remove columns under Columns. The designs look the same in every look.

Choose Assistant at the top of the editor and describe the document: what it's for, who reads it and how it should feel. The assistant writes the wording and designs the page every time: a cover, section headings, a summary callout, key details, pricing and a payment schedule where they fit, and a look that suits it. In Salesforce it builds around the record, so names, numbers, dates and quote lines fill in when it's sent.

1. 1Open a template, or choose New template (in Salesforce: the Tally Sign tab → Templates → New template).
2. 2Choose Assistant and type what you want, for example *Design an order form for this quote. Make it bold.*
3. 3Read What changed. Every change is highlighted on the page. Choose Looks good to keep them, or Undo.
4. 4Ask for more changes the same way: *make the terms shorter*, *add a confidentiality section*, *switch to the Classic look*.

You can attach a picture to your message, such as the customer's logo or a product photo, and the assistant puts it on the cover or in the page.

To change the look yourself, open the Document tab and pick one under Look:

Open Fields on the left and pick who fills them in. Drag a field anywhere on the page, over text, a table or a signature block, and it stays exactly where you let go. It moves with the content around it when you edit the page. Clicking a field instead places it on the page in view.

While you drag, pink guide lines show when the field lines up with another one, and it snaps into line.

Click a field on the page to select it. Drag the handles on its right edge, bottom edge or corner to make it bigger or smaller. The Block tab shows its settings: type, who fills it in, label, required, and exact width and height. The signer sees the field at the size you set.

Each signer can have any of these fields. Open Fields on the left to see them.

1. 1Open a template or a draft and choose Fields on the left.
2. 2Under Fields for, pick the signer, for example Client.
3. 3Drag Initials to where the signer should initial, for example next to a clause or at the bottom of a page.
4. 4With the field selected, the Block tab shows Type, Filled in by, Label (the name the signer sees) and Required.

Initials on every page: an Initials field isn't repeated for you. Place one on each page that needs it. The quickest way is to place one, press ⌘D to duplicate it and drag the copy to the next page. The signer adopts their initials once, and each field then takes one click.

If you already have a contract, you don't have to rebuild it by hand. There are two ways to bring it in.

Have the assistant rebuild it (PDF). The assistant reads the PDF and writes it into the template as editable blocks: the wording in the same order, fill-ins for what changes per deal, such as names, dates and amounts, a signature block, and a fresh design.

1. 1Choose Templates, then New template → Blank template.
2. 2Choose Assistant at the top of the editor.
3. 3Drop the PDF on the chat, or choose the picture button under the message box and pick it. Its first 6 pages are added to your message.
4. 4Press Enter. With no text, it rebuilds the document as a template. You can also say what you want, for example Rebuild this as a template and use the Bold look.
5. 5Read What changed and choose Looks good to keep it, or Undo.

Upload the file as it is. Choose Templates → New template → Upload a PDF or Word file (or New document → Upload a PDF or Word file for a one-off document).

• A Word file (.docx) becomes editable blocks: headings, paragraphs, lists, tables and pictures. Edit it like any template.
• A PDF keeps its pages exactly as they are. Drag fields onto the pages from Fields.
• Files can be up to 25 MB, and PDFs up to 150 pages. Old .doc files and password-protected PDFs can't be read: save them as .docx or as a new PDF first.
• To add a file's pages to a template you already have, use PDF or Word file at the top of Blocks.

Text tags place fields for you. Type them in the file where each field goes. The number is the signer: 1 is the other party, 2 is your company, and 3 and up are more signers.

The long form names the signer instead, for example {{signature:client}} or {{initials:company}}. A contract that already has tags like these, for example from another e-signature tool, needs no dragging at all. Check the fields sit where they should, then add the signers.

Fill-ins are values that change per document, written as {{name}}. Some fill themselves in: your company details come from Settings and signer details come from the recipients. Others you type per document, like an effective date.

The Signers tab lists the roles in the template, for example Your company and Counterparty. Names and emails are filled in on each document.

• Signs or Gets copy: signers sign; copy recipients receive the signed PDF.
• This is me: marks the role you sign as, so it's filled with the sender.
• Sign in order: each person is emailed after the previous one signs. Otherwise everyone gets it at once.