This article will walk you through how to create a service agreement from scratch using eSignaturesOnline's built-in editor, leveraging the new Variables feature to dynamically insert information.
Summary Table:
Action | Description | Recommendation |
Click "+ New Document" | Starts the document creation process or upload process. | Double-check you are in the Sender role. β |
Creating Service Agreement | Creates a Service Agreement in the document editor, utilizing Variables. | Pay attention to document layout to ensure it meets your standards. π§ |
Introduction:
This guide details how, as a Sender in eSignaturesOnline, you can initiate the electronic signature process by creating a new service agreement. The highlight is the utilization of the new Variables section, which allows you to add information dynamically when creating templates, making your document generation more efficient.
Methods:
Method 1: Create a New Service Agreement
Navigate to Create New Document: From your eSignaturesOnline dashboard, click the shiny "+ New Document" button β in the left navigation panel.
Use the Document Editor: If you don't click "Add Document File", you'll automatically be taken to the "Document Editor".
Add Content and Variables: Add your content to the document editor. This is where the magic happens! β¨ Look for the "Variables" tab at the top of the editor. Here, you can select and insert dynamic fields (e.g., client name, practice name, date) into your document.
Save your Template: Don't forget to save your work! You can "Save as Template" for future use or "Save as Draft" to continue later. πΎ
Built-in Editor Options:
The built-in editor provides a range of formatting options to make your documents look professional. Here's a rundown:
Basic Text Formatting:
Undo (CTRL + Z) βͺ
Redo (CTRL + Y) β©
Choose Font (Default: Helvetica Neue)
Choose Size (Default: 13 px)
Choose Header (Paragraph, Quote, Code)
Paragraph Style
Quote
Bold (CTRL + B) π
Underline (CTRL + U) π
Italic (CTRL + I) πΌ
Strike (CTRL + Shift + S) <s>οΌ³</s>
Subscript β
Superscript Λ£
Font Color π¨
Text Style
Remove Format
Alignment & Lists:
Outdent (CTRL + [)
Indent (CTRL + ])
Align - Left, Center, Right β¬ οΈ ΰ€Έΰ₯ΰ€ΰ€ΰ€° β‘οΈ
List - Ordered (bullet Points) βͺβ« , Numbered (1,2,3) 1οΈβ£2οΈβ£3οΈβ£
Advanced Features:
Line Height
Table π
Link (CTRL + K) π
Image - Upload a New Image πΌοΈ
Image Gallery - Choose from previously uploaded images ποΈ
Video - Upload Video πΉ
Full Screen - Opens Full Screen Editing Experience π₯οΈ
Show Blocks
Code View
Variables: The most important part now! This section contains the fields you can dynamically insert into your document. Examples are:
#client_name
#practice_name
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only.