Templates & editor
Create documents, work in the editor and build smart templates.
- Create a new documentStart a document from a template, from scratch, or by uploading a Word file or PDF.
- Bulk-create documents from Excel (Automations)Create many documents from one template at once by filling an Excel file, for example contract updates for all employees.
- Editor basics and the command menuFind your way around the fynk editor: the command menu, the elements panel, preview mode, search and replace, and keyboard shortcuts.
- Format documents: numbering, headings, tables, page breaksSet up clause numbering, headings and a table of contents, work with tables, and control page breaks, headers and footers.
- Import from Word and export to Word or PDFBring Word files into the fynk editor with their comments and tracked changes, upload new versions, and download documents as Word or PDF.
- AI writing tools in the editorLet the AI draft clauses, translate passages, fix spelling and grammar, or complete a sentence while you write.
- Create and publish a templateBuild a reusable template with parties, dynamic fields and settings, then publish it so your team can create documents from it.
- Parties and signatories in templatesAdd party placeholders, insert party names and addresses into the text, and place signature blocks for each party or signatory.
- Dynamic fields: types, visibility, mandatory fieldsAdd placeholders for the values that change in every contract, decide who can fill them in, and make them mandatory.
- Conditions: show or hide contentShow or hide clauses automatically based on the values of dynamic fields, so one template covers several variants of a contract.
- Dynamic pricing tablesAdd a pricing table that calculates line totals and the grand total, and fill it with products from your CRM.
- PDF templates and PDF form fieldsTurn a finished PDF into a template, place fields on it for the details that change, and use PDFs with built-in form fields.
- Pre-sign templatesSign a template once so every document created from it already carries your signature. What gets locked and how to unlock it.
- Manage templatesDuplicate, edit, archive and delete templates, and control which teams can use them.
- A template can't be publishedWhat to check when the Publish button doesn't work or shows an error.