Online Editor

Business Background

Allow various collaborators to provide input and make edits or comments to the contract, with a few clicks.

Titan Solution

• Track the progress of your document in Salesforce from start to finish.
• Use the different online editor tools to comment or edit the contract safely and securely.

How to Guide

The document is displayed on the browser, and a collaborator can edit and/or add comments and/or sign (if enabled) on the browser.

Use the Top Toolbar

1. Place the cursor on a specific place in the document.

2. Click an option to insert it at that position.
3. Use the options in the toolbar to make changes. For instance, you can do the following:

• Insert an Image: Click the Image option to open the Upload from computer pop-up. Click the pop-up to upload the image from the computer.

• Insert a Table: Click the Table option to open the Insert Table pop-up. Enter the number of columns and rows and insert the table.

• Insert a Link: Click the Link option to open the Insert Hyperlink pop-up. Complete the fields to insert a hyperlink.

• Add a Bookmark: Click the Bookmark option to open the pop-up. Complete the fields to add a bookmark.

• Add Comments: Click the Comment option to add a comments field on the Comments tab. Type the comment in the field and click the Save icon.

• Insert a Table of Contents: Click the Table of Contents option to open the Table of Contents on the right side of the screen. Select the levels. Do as follows to insert a table of contents:

1. If Heading styles were not configured in the original template, highlight the heading you want to change.
   • Use the formatting tools and select the Heading style from the Paragraph drop-down list.
   • Do this for all the headings you want to add.

2. Place your mouse cursor at the position where you want to add the table of contents.
3. Click the Table of Contents option on the toolbar and use the Table of Contents wizard on the right of the screen to set up the table of contents.
   • Select the number of levels.
   • Select the following using the checkboxes:
     • Show page numbers
     • Right-align page numbers
     • Use hyperlinks
   • Click the Insert button.

• Insert a header or footer: Do as follows to insert a header or footer:
  • Click the Header or Footer option on the toolbar and use the Header & Footer wizard on the right of the screen to set up the header and/or footer.
• • Select the following using the checkboxes, if necessary:
    • Different First PageDifferent Odd and Even Pages
  • Set the position of the header from the top.
  • Set the position of the footer from the bottom.
  • Type a new header or footer, or for instance, insert an image, link, or bookmark.

• Use the Page Setup wizard to change the page setup; for instance, the following can be changed.
  • Margins: change the top, bottom, left, or right margins as well as the portrait or landscape orientation.
  • Paper: change the width and height as well as the page size.
  • Layout: select different odd and even pages or a different first page.

• Use the Page Number option to add page numbers. Open a header or footer, place the cursor in the header or footer and click the Page Number option.

• Use the Break option to add a page break or a section break.

Use the Text Formatting and Styling Options

These options are on the right side of the screen.

• Use the format styling on the right of the screen to change font formatting, for instance:
  • Font type and size
  • Bold, italics, underline, or strikethrough
  • Superscript or subscript
  • Font color or text highlight
• Use the format styling on the right of the screen to change paragraph formatting, for instance:
  • Alignment
  • Indent
  • Line spacing
  • Bullets or numbers
  • Page borders