How do I make edits to my document?

Making changes to your documents is easy. Whether you're looking to make a few simple edits or incorporate a number of bespoke solutions for your client, the Smarter Drafter system provides you with that flexibility.

Making simple changes:

If you notice a small error or a client changes their mind, the easiest way to make changes is in the Smart Q&A Form. Once a document has been generated you will be given the option to clone your form. This will copy your past submission, including all of your answers, and enable you to adjust or change your answers where necessary.

To clone your document, hover over the "Dashboard" tab at the top of the screen and select "Submissions". From here, find the document you'd like to edit and click the "Clone" button on the right-hand side of the screen.

In the Smart Q&A Form, simply use the navigation bar on the left-hand side of the screen to select the section you'd like to make changes to and edit your previous answers. When you're ready, resubmit the form to receive your newly edited document.

Adding bespoke clauses and changing document formatting:

If you need to add or remove clauses to suit your client's circumstances, or you'd like to make formatting changes, you'll need to make these edits to the Microsoft Word document using the style sheet function.

Haven't used style sheets before? Well here's a really quick run-down of everything you need to know.

There are three ways to ensure that numbering, styling and formatting are kept the same when you make edits to your document:

  1. Click at the end of the last paragraph and then press Shift + Tab, then start writing
  2. Highlight the styling that you want to copy, then click on the Format Paintbrush and highlight your newly created text, then start writing
  3. Navigate to the Styles Pane. Here you can see all the styles that are being used in the whole document. Select the styling that you want, then start typing.

To add new cross-references, click where you want the reference, then navigate to Insert -> Cross-reference. Select the clause that you want to reference from the dialog that appears.

To update all cross-references and the table of contents, press CMD + A (Mac) or Control + A (Windows) and then right-click, select Update Field and then in the dialogue that appears click on Update Entire Table.