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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I frequently create contracts for customers that are signable on Go, then convert them to PDF's.  Frequently these contracts have bullets and/or numbering.  Is it just me, or is there no way to add bullets and numbering when directly writing text on a layout?  Or is there maybe some work-around?  I would appreciate any help.  Thank you!

Posted

Manually, yes: type "•[tab]some text" and set the indents appropriately. Automatically, I don't think so.

 

Not that it would make a difference with regard to the bullets and/or numbers - but why would you type a contract directly on a layout, instead of into a text field?

Posted

First, thank you very much for your help!  Second, the reason I directly type text for forms as opposed to text fields is because the forms can be extremely complicated, involving auto-filled fields, editable and non-editable fields, and sometimes fields that need to be edited in the middle of text.  Each customer has a minimum of 5 customized forms; the customer with the highest number of forms has 23 of them.  I have to create two layouts for each form (one for Go, one PDF), so it's a massive time-consumer.  I've attached a sample of a form given to me to create in FM (it's a bit more complicated than our average form), but you made me question myself, so I'm wondering if you think my reasons are legit.

 

PA Home Improvement Contract.pdf

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