Creating a Document in the Editor

Step by step

Build a simple document

Click Search at the top of your screen and type Documents & Contracts, then open it. Click + New and choose New Document. Then work through these steps.

1

Name it

Click the title at the top and type a name you will recognize later, like Website Design Proposal.

2

Drag in elements

Use the element toolbar. Drag Text, Image, Video, Table, or Page Break onto the page where you want it.

3

Type and format

Click inside a Text block and type. Select words and look for the formatting bar to resize, bold, align, or add a link.

4

Try split columns

Drag an element right beside another one and let go when the guide appears. They now share one row.

5

Save it

Click Save. The document waits in your Draft tab until you send it.

Toolbar

What each element is for

Click a tab to see what each building block does best.

Your words

Use one Text block per idea. It keeps things easy to move around later.

Short paragraphs read best

Logo or photo

Drop in a logo, a headshot, or a product photo.

Pair it with text using split columns

A walkthrough

Let the client watch a short video before they sign.

Good for explaining a big project

Lined-up details

Great for scope lists or a schedule that needs rows and columns.

Neater than typing spaces

A fresh page

Starts a new page so a section does not get chopped in half.

Use it before a big section

Key terms

Definitions

Tap any term to expand it.

A building block you drag onto the page, like Text or Image.

Two elements sitting side by side in the same row.

A quick copy of a document, good for a new client with small changes.

Turns a document into a master version you can start from again.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Create a new document and name it Practice Proposal.

Add a heading, a paragraph, and an image beside it.

Click Save, then open the three-dot menu and find Clone and Convert to Template.

⚡ Tips

Save as you go. One click protects twenty minutes of work.
If split columns do not snap, drag again and drop closer to the edge of the other element.
Write like you talk. Plain words and short paragraphs win.
Formatting options can look a little different by version, so look for the formatting bar.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which element starts a fresh page so a section is not cut in half?

What does Clone do?

True or false: You should use one Text block for your whole document.

Putting two elements side by side in one row is called a split ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

✏️ Name my documents clearly

You are a clear file-naming helper. My context: - [my business] - [the kinds of documents I send, like proposals or contracts] - [how many clients I work with at once] Give me: - A simple naming pattern I can reuse - Five example names for my document types - A note on what makes a name hard to find later Keep each name under eight words and avoid special characters. Finish by asking me: "Do I want my client's name first or the document type first?"

🧱 Plan my page layout

You are a document layout planner. My context: - [the document I am building, like a proposal] - [what must appear, like logo, scope, and terms] - [how long I want it to be] Give me: - An order for the sections on the page - Which sections should use Text, Image, Table, or Video - Where a Page Break or split columns would help Use only these elements: Text, Image, Video, Table, Page Break, and split columns. Finish by asking me: "Which section do I feel least sure how to write?"