When configuring Smart Alerts, Contract Template Documents, Welcome Email Template Document, Custom Clauses and more in Flare, you will use Flare’s Text Editor.
- General Tips and Tricks Using the Text Editor
- Uploading Images In the Text Editor
- Configuring Tables In the Text Editor
General Tips and Tricks Using the Text Editor
Please find below a list of general tips and tricks when using the text editor:
- If copy-pasting content from a word document please paste this first into a plain text editor (e.g. Notepad or TextEdit) to remove the existing formatting first, as work document formatting is incompatible with Flare’s text editor.
- For ease of editing, us the full screen toggle (four arrows point outwards).
- To ensure that your content appears consistently, highlight it and use the Format (set to Normal), Font, and Size selections to appropriately format the text.
- Using double spacing is generally recommended to ensure that any text inputted is easily legible.
Note: You may find that the spaces often appear larger in the edit window, as opposed to the final document. - To create indented content use the numbered list, bulleted list, or indent options.
Note: You can right click on a numbered list or bulleted list to change the formatting (e.g. using roman numerals rather than numbers or restarting a new list with the number 3, rather than 1). - Regularly save your progress to ensure that, in the event of a timeout, your updates are saved.
Uploading Images In the Text Editor
Occasionally, you may need to upload images in a contract or some other component using the text editor.
This can be particularly helpful if you wish to embed a document in a contract, by uploading the documents respective pages as images.
To upload an image using the text editor:
- Click the image icon in the text editor.
- In the Image Properties pop-up that appears, click the Upload tab followed by Send it to the Server.
- In the Image Upload pop-up that appears, click the Select and upload button to select the image from your computer.
This will upload the image to the server for use later. - Select where you would like the image to appear followed by the image icon.
- In the Image Properties pop-up that appears, click Browse Server to select your uploaded image.
- Use Width and Height and Align to resize and align the image as required.
- Click OK.
The image will then be added in the text editor.
Configuring Tables in the Text Editor
Commonly when configuring Contract Templates, you’ll be required to create a table for a contract schedule and other elements.
To configure a table in the text editor:
- Select where you would like the table to appear followed by the table icon.
- In the Table Properties pop-up that appears, input the following:
| Field | Notes |
|---|---|
| Rows | |
| Columns | |
| Width | Typically a percentage is easiest (e.g. 80%) |
| Headers | |
| Cell spacing | Typically set to 0 |
| Cell padding | Typically set to 5 |
| Border size | Typically set to 1 |
| Align | |
| Caption | |
| Summary |
- Click OK
The table will then be added in the text editor.
To configure an individual cell:
- Right click on the cell followed by Cell > Cell Properties.
- In the Cell Properties pop-up that appears, input the following:
| Field | Notes |
|---|---|
| Width | Typically entering a percentage is easiest. The widest set cell will determine the width of the column. |
| Word Wrap | |
| Horizontal Alignment | |
| Vertical Alignment | |
| Cell Type | |
| Rows Span | |
| Columns Span | |
| Background Color | |
| Border Color |
- Click OK
The cell will then be formatted as required.
