Editing
Regulait's system features a built-in document editing infrastructure specifically designed to meet organizational process requirements.
We'll explore its two main functions, namely the specially designed Variables and Content Blocks features.
We initiate document editing by opening a new Document or a Template.
In the example below, you can see a new Document, and above the page (enclosed with a rectangle) there's a normal Document editing bar.
There you can use standard editing tools, such as Font change, Bold, Italics, create Ordered or Unordered list, Insert Link, and Remove Formatting.
Content Blocks
The Content Block feature in Regulait simplifies the addition and arrangement of text, images, and tables in documents. It allows easy manipulation, ensuring a professional look and straightforward organization of content.
By hovering over the Document, we'll see a blue line with a + button, clicking it will show is the available Content blocks we can add (circled below)
Additionaly, to the right, we can see that in the Content Block tab, we have more options, we can add any Block by dragging and dropping it from the right to the Document.
List
In the example below, after adding a List Block and a Table Block, we can see that while editing the list, we also have a few List options above the List itself (circled below).
Those are Duplicate Block, Delete Block, and the drag and drop button to rearrange where the block is on the Document,
Table
But, when editing the table, we have even more Table options.
In the example below we can see that by hovering over each option we can see its action.
These are made for adding and deleting rows and columns from a table.
Image
When adding an Image Block, we can click on the "Click to upload an image" button in the Image Block, add a local image file, allign it to the left, center, and right (circled below).
Page Break
Adding a Page Break Block offers a subtle yet distinct division in your document.
It appears as a pale gray line extending from the right to the left, creating a visual separation between different sections of your content (circled below).
It has one option button, Delete.
Text
Adding a Text Block is used to type in text, adding information and data to your Document.
It offers the same basic options as a List Block (circled below).
Fillable Fields
Fillable Fields in Regulait include text and signature blocks.
Recipients can use the signature block to interactively sign the document, while the text box allows them to input details like name and position, enhancing document personalization and interactivity.
To add a Fillable Field simply drag it and drop it onto the Document (circled below).
The Recipients, when opening the Document (assigned and automatically sent to them), can easily interact with the Fields and input details.
NOTICE: A Text or Signature Filed is assigned to a specific Recipient.
Under every Recipient name, in the Content Blocks tab, is the Recipients personal field.
Moving Blocks
We can also use the drag and drop option on a Block to move it not only between other Blocks, but also next to another block.
To make this adjustment, drag a block to the left or right side of another block, and drop it when you see a blue line.
This blue line signals that the dropped block will be neatly added next to the block you're hovering over.
See below the blue line circled.
And now see below the Document, with four Blocks next to each other in the upper part of the Document, and two pairs of Block below it.
Blocks in Templates
In the example Template below we can see that by hovering over the Document, all of the Text, lists, and tables in the Document are organized in Block, we can click the + icon between them to add any Block, move the Blocks around as we've learned above, and edit the Template.
Above, you can also notice that some of the text is colored in yellow, that is because they are Variables, which we'll now learn about.
Variables
Regulait's standout editing feature for Documents and Templates is the Variables feature.
This feature identifies identical words or phrases in a Document as a Variable.
When you modify it in one location, the change seamlessly applies throughout the entire Document.
This capability simplifies making consistent changes (e.g., updating the date) across the Document, minimizing the risk of oversight or errors.
In the image below you can see, marked with an arrow, the Variables tab.
In it we can add a Variable, name it, write its description, and enter the Variable Value.
For this example, we'll add a CEO name in the CEO Name Variable
By hovering over the Variable, we can copy it, edit its details, and delete it (marked with an arrow below).
Regulait's Templates come equipped with predefined Variables, and users can also add and customize Variables as needed.
Here below is the Variable edit window.
Now, we'll copy the Variable and paste it on the Document (circled below).
After clicking on one of the "Nathan" Variables, and changing its text, all 'CEO Name' Variables across the Document changed their Value accordingly (see below).
We can also filter Variables by All, Used in the Document, and Not Used (circled below), and see how many times a Variable appears in the Document in every Variable box (marked with an arrow below).
Document Process History
In Process History we can track Approver and Recipient progress on a completed Document.
Once a document is sent for approval and signature, we can only watch the process unfold.
In the example below, you'll notice that the Recipient step is marked as pending, while the Approver step is currently in progress.
This visualization illustrates the sequential flow of work through different steps.
After opening the 'Complete' Document, we can see that it was approved and signed, and the "CEO"s signature is in the Fillable Field.
To return to the Documents Guide hub, click here.
To return to the main guide hub, click here.
Last updated