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Adding Sections

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Written by Elaine Amas
Updated over a year ago

If you need to add more sections to your document then you will need to use the Section Toolbar. This appears at the bottom of each page. Click on the Section you require to add it to page. You will then need to double click or click the edit button to access any given section. Many section types you can use multiple times but Costing, Terms and the Header can only be used once. If they are used they will be automatically greyed out.

Section Types:

Most commonly used...

Text - Here you can add different size text, link and bullet points and numbered lines.

Table - Add multiple columns and rows and make them interactive by using multiple choice, tick boxes, text boxes and more.

Sign - documents can be signed internally and/or externally. You can also choose for these signatures to be required.

Break - Adds a break to page you are on

Merge - This removes the page break. NB. this option is not available on your final page.

Under the 'More'... menu

Form - Add interactive forms with yes/no fields, check boxes, text boxes and more

Images - Add static images of different sizes

Summary - A summary of your costing by displaying the headings only.

Drawing - creat a simple drawing and annotate it.

Specs - a way to add extra information about your products/costing items

Header - choose from range of options that can be either simple header at the top of the page to a full cover page.

Details - Here you can add details specific to the job. This information can then be shown across all documents related to the same job.

Notes - details specific to the document you are on.

Gallery - add multiple images that your customer can scroll through

Costing - detail interactive costing with option items, recurring costings, item notes and much more.

Terms - display your payment schedules and Terms and Conditions.

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