Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5026 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Hi all,

I'm looking for a solution to a text formating issue.

The project I'm working on requires a section where users can build and manager legal templates. Part of this section requires the ability to add pre-set legal clauses to the templates. What I would like to be able to do is have a List of available clauses (portal) beside the document and the user would click the required clause and have it inserted into the active document with preset formating.

like this



  1. The project I'm working on requires a section where they can manage and build legal templates and part of this involves adding in pre-set legal clauses to the documents. What I would like to be able to do is have a List of available clauses beside the document and the user would click the required clause and have it inserted into the active document with its preset formating.
  2. The project I'm working on requires a section where they can manage and build legal templates and part of this involves adding in pre-set legal clauses to the documents. What I would like to be able to do is have a List of available clauses beside the document and the user would click the required clause and have it inserted into the active document with its preset formating.
  3. The project I'm working on requires a section where they can manage and build legal templates and part of this involves adding in pre-set legal clauses to the documents. What I would like to be able to do is have a List of available clauses beside the document and the user would click the required clause and have it inserted into the active document with its preset formating.

Instead of ending up like this.

1. The project I'm working on requires a section where they can manage and build legal templates and part of this involves adding in pre-set legal clauses to the documents. What I would like to be able to do is have a List of available clauses beside the document and the user would click the required clause and have it inserted into the active document with its preset formating.

2. The project I'm working on requires a section where they can manage and build legal templates and part of this involves adding in pre-set legal clauses to the documents. What I would like to be able to do is have a List of available clauses beside the document and the user would click the required clause and have it inserted into the active document with its preset formating.

I know this is possible using the text ruler after everything has been inserted but I would it if the text inserted came pre-formated so there would be 1 less thing for the users to remember to do.

Any advice is more than appreciated even if its letting me know this is not possible.

Thanks in advance.

This topic is 5026 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.