Editing
Last updated
Last updated
Complico's system incorporates a dedicated document editing infrastructure tailored to fulfill organizational process requirements.
Here, we'll delve into its two primary functions, namely the specially designed Variables and Content Blocks features.
To commence document editing, open a new Document or a Template.
In the example below, you can observe a new Document, and above the page (enclosed within a rectangle), there's a standard Document editing bar.
Within this space, you can utilize standard editing tools, including options to change the font, apply bold or italics formatting, create ordered or unordered lists, insert links, and remove formatting.
Complico's Content Block feature streamlines the process of adding and organizing text, images, and tables in documents.
It facilitates easy manipulation, ensuring a professional look and straightforward organization of content.
To access Content Blocks, hover over the document.
You'll see a blue line with a + button; clicking it will display the available Content blocks you can add.
Additionally, to the right, you can observe that in the Content Block tab, there are more options available.
You 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, you can observe that while editing the list, there are a few options above the list itself, as circled below.
These options include Duplicate Block, Delete Block, and the drag-and-drop button to rearrange where the block is on the document.
Table
However, when editing the table, there are even more table options.
In the example below, you can see that by hovering over each option, you can discern its action.
These options are designed for adding and deleting rows and columns from a table.
Image
When adding an Image Block, you can click on the "Click to upload an image" button in the Image Block, add a local image file, and align it to the left, center, or right, as circled below.
Page Break
Incorporating a Page Break Block provides 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, as circled below.
The block has one option button, which is Delete.
Text
Including a Text Block is utilized to type in text, adding information and data to your document.
It offers the same basic options as a List Block, as circled below.
Fillable Fields in Complico encompass 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.
When recipients open the document assigned and automatically sent to them, they can easily interact with the fields and input details.
NOTICE: A Text or Signature Field is assigned to a specific Recipient.
Under every Recipient's name in the Content Blocks tab is the Recipient's personal field.
We can also utilize 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 is circled.
Now, observe the document below, with two pairs of blocks.
In the example template below, you can observe that by hovering over the document, all the text, lists, and tables in the document are organized in blocks.
You 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 may also notice that some of the text is colored in yellow; this is because they are Variables, which we'll now delve into.
Complico's noteworthy editing feature for both documents and templates is the Variables feature.
This functionality recognizes identical words or phrases within a document and treats them as variables.
When you modify a variable in one location, the change seamlessly propagates throughout the entire document.
This capability streamlines the process of making consistent changes, such as updating the date, across the document, reducing the risk of oversights or errors.
In the image below, you can locate the Variables tab, as indicated by the arrow.
Within the Variables tab, you can add a variable by providing a name, description, and entering its value.
For instance, in this example, we'll add a CEO name to the "CEO Name" variable.
Hovering over a variable allows you to copy it, edit its details, and delete it, as indicated by the arrow below.
Complico's templates are preloaded with predefined variables, and users have the flexibility to add and customize variables as required.
The variable edit window is presented below.
Now, let's copy the variable and paste it onto the document, as 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, as seen below.
We can filter variables by selecting options such as All, Used in the Document, and Not Used (circled below).
Additionally, you can observe the frequency of a variable appearing in the document in each variable box, as indicated by the arrow below.
In the Process History, we have the ability to monitor the progress of Approvers and Recipients on a completed document.
Once a document is submitted for approval and signature, we can observe the unfolding process.
In the example below, the Approver step is currently in progress.
This visualization effectively illustrates the sequential flow of work through various steps.
To return to the
To return to the
