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.

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.

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.