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Editing a Document

This article describes how to edit a document.

Updated over 8 months ago

After creating a document, the user is taken to the Document Builder editor. There, the user can build out a document using different document blocks and then share a digital copy or export it to PDF.

Adding a Block

To add a new block, click the "Add Block" button to bring up the block selector menu.

You can just select the desired block. The block will be inserted above the injection point.

Moving a Block

To change the order of the blocks, use the block menu that appears when hovering. Clicking the up or down arrow will change the block's position.

Formatting a Block

Some blocks will display an additional menu to adjust the horizontal alignment, size, and vertical alignment when they are contained within a Document Header multiblock.

Deleting a Block

To remove a block, use the block menu that appears when hovering. Clicking the trash can prompts the user to confirm the deletion of the block.

Click "Delete It" to remove the block.

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