Creating a Document from Scratch

OneSuite includes a Notion-like rich text editor that makes writing and formatting documents simple and intuitive. You can create contracts, proposals, NDAs, or any custom document directly within your workspace—then send it for signatures in just a few steps.

Start a New Document #

Starting a document in OneSuite is simple and familiar, especially if you’ve used editors like Notion.

1. Go to the Documents module: From the left sidebar, click Document V2 to access your Document Home.
2. Click “Start from blank”: This opens the OneSuite document editor where you can begin writing.
3. Enter a document title: At the top, give your document a name (e.g., “Freelance Agreement”).
4. Select a document type: Use the dropdown next to the title to choose the appropriate type (Proposal, NDA, Contract, etc.). (You can manage these options via the “Customize” button on the main dashboard.)
5. Link to a project (optional): Use the Project selector in the top-right to associate this document with a client project.
6. Select recipients (optional): As you add parties, you can select existing contacts from your OneSuite Clients, Leads, or Team database.
   Don’t see the person? Click Create new to manually add them.
7. Start writing your document: Now start writing your document.
   • Type freely using the editor
   • Press / to insert content blocks (headings, lists, tables, etc.)
   • Use the formatting toolbar to style your content

nsert Blocks with “/” Command #

In OneSuite’s editor, typing / opens a quick-insert menu that lets you add content blocks without using the toolbar. This is especially useful for building documents faster with consistent formatting.

Available Blocks #

✓ Heading 1 — Large section titles
✓ Heading 2 — Subheadings for structure
✓ Heading 3 — Smaller sub-sections
✓ Bullet List — For general item lists
✓ Numbered List — For ordered steps
✓ Task List — Interactive checkboxes (to-dos or approval items)
✓ Blockquote — For highlighting text or key statements
✓ Code Block — Display formatted code or technical notes
✓ Table — Add simple structured tables
✓ Horizontal Rule — Divider line between sections

Formatting Options #

The OneSuite editor includes all the essential formatting tools you need to make your documents look clean, professional, and easy to read.

Text Styles #

Use the toolbar at the top of the editor to apply standard text formatting:

✓ Headings: Heading 1, Heading 2, Heading 3
✓ Text styles: Bold, Italic, Underline, Strikethrough
✓ Alignment: Align text to Left, Center, or Right

Lists #

Add different types of lists to structure your content:

✓ Bullet List: For grouped items
✓ Numbered List: For steps or sequences
✓ Task List: Checkbox-style list, ideal for to-dos or action points

Quotes and Dividers #

✓ Blockquote: Highlight important notes, statements, or quotes
✓ Horizontal Rule (Divider): Visually separate sections of your document

Links #

✓ Insert Link: Highlight any text, click the link icon, and paste the URL

Add Rich Content #

You can insert additional elements to enhance your document:

Add an Image #

• Click the image icon in the toolbar.

Add a Link #

• Highlight any text and click the 🔗 icon
• Add your link and press enter.
• To remove a link, similarly highlight the linked text and press

Insert a Table #

• Type /table to insert a basic table
• Use the inline menu to add/remove rows or columns

Add a Code Block #

• Type /code block for multi-line technical content
• For inline code, use the three-dot menu

Use Advanced Block Options #

Click the three-dot menu in the toolbar to insert:

• Divider
• Task list
• Superscript / Subscript
• Strike
• Code (inline)
• Code block
• Quote

Other Options #

In addition to writing and formatting your document, OneSuite provides helpful tools for version control, export, and record-keeping.

Download PDF #

✓ Download your document anytime by clicking the three-dot menu (⋯) in the top-right corner of the editor.
This saves a PDF version of the current document — whether it’s a draft or signed copy.

View Audit Log #

✓ Track every activity on the document using the Audit Log (also under the ⋯ menu).
You’ll see who created, edited, shared, viewed, or signed the document—helpful for compliance and internal review.

Save or Share #

Once your document is ready—or even while you’re still working—you can either save your progress or begin the signature process by sharing it.

Save Draft #

If you’re not ready to send the document yet, click Save (top-right) to store it as a draft.
It will be listed on your Documents dashboard and can be edited later.

Share to Add Signers #

If you’re ready to assign signers, click Share to move to the next step.
You’ll be able to:

• Add up to 10 parties (clients, leads, or team members)
• Select recipients from your database or create new ones
• Drag and drop fields like Signature, Date, Text, or Checkbox

After clicking Share, you’ll be taken to the signer field placement screen.

Next Step: Adding Signature Fields→

Frequently Asked Questions #