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  2. Working with Agreements

Adding Sections to Your Agreement

Sections are the building blocks of your agreement. Each section contains a specific type of content—text, images, or signatures. Understanding how to add and manage sections helps you create well-structured, professional agreements.

The Three Section Types

Text Sections

Purpose: Written content—clauses, terms, paragraphs, definitions.

What it contains: Rich-formatted text with headings, lists, bold/italic, links.

When to use: For any written content. Most agreement sections are text sections.

Examples:

  • Introduction and preamble
  • Service scope clause
  • Payment terms
  • Intellectual property rights
  • Cancellation policy
  • General provisions

Image Sections

Purpose: Visual elements like logos, diagrams, or illustrations.

What it contains: A single uploaded image file (JPEG, PNG, GIF).

When to use: For branding, visual explanations, or breaking up text-heavy content.

Examples:

  • Company logo at the top
  • Process diagrams
  • Sample work or mockups
  • Infographics explaining terms

Signature Sections

Purpose: Client signature capture.

What it contains: Electronic signature interface (legal name field + signature pad).

When to use: Where clients sign to accept the agreement. Required for e-signing.

Examples:

  • Final signature block at the end
  • Multiple signature sections if multiple parties sign (less common)

Adding a New Section

  1. Click Add Section, New Section, or the + button
  2. A menu or dialog appears with section types
  3. Select Text, Image, or Signature
  4. The new section is added (usually at the bottom)

Adding Text Sections

After selecting Text:

  1. New text section appears with a rich text editor
  2. Click inside to start typing
  3. Use the formatting toolbar for structure and emphasis

Common uses:

  • One text section per major clause or topic
  • Separate introduction, terms, and closing sections
  • Multiple text sections make navigation easier than one huge block

Example structure:

  • Section 1 (Text): Introduction
  • Section 2 (Text): Scope of Services
  • Section 3 (Text): Payment Terms
  • Section 4 (Text): Cancellation Policy
  • Section 5 (Text): Liability Limitations
  • Section 6 (Text): General Terms
  • Section 7 (Signature): Client Signature

Adding Image Sections

After selecting Image:

  1. New image section appears with upload interface
  2. Click Upload Image or drag-and-drop an image file
  3. Image appears in the section

Supported formats:
JPEG, PNG, GIF (possibly others depending on system).

Image placement:

  • Header logo (first section)
  • Between text sections to break up content
  • Visual examples or diagrams

Tips:

  • Optimize images for web (smaller file sizes load faster)
  • Use clear, professional images
  • Don’t overuse—agreements are primarily text

Adding Signature Sections

After selecting Signature:

  1. New signature section appears
  2. In edit mode, shows placeholder or “Signature Section” label
  3. In client view, displays signature interface

Key points:

  • At least one signature section is required for e-signing
  • Usually placed at the end of the agreement
  • Consider adding text before the signature section explaining what’s being agreed to

Example text before signature:

“By signing below, you acknowledge that you have read, understood, and agree to be bound by the terms and conditions of this agreement.”

Then add the signature section immediately after.

Where New Sections Appear

New sections typically appear at the bottom of the document.

To move them:

  1. Use the drag handle (⋮⋮) on the left side
  2. Drag the section up or down
  3. Drop in the desired position

Arrange sections in logical order for clients to follow.

Section Order Best Practices

Standard agreement structure:

  1. Header (optional image: logo)
  2. Introduction/Preamble (text)
  3. Definitions (text, if applicable)
  4. Core Terms (multiple text sections, one per topic):
    • Scope of Services
    • Deliverables
    • Payment Terms
    • Timelines
    • Intellectual Property
    • Confidentiality
    • Warranties and Disclaimers
    • Limitation of Liability
  5. General Provisions (text):
    • Termination
    • Disputes
    • Governing Law
    • Amendments
    • Entire Agreement
  6. Signature (signature section)

This structure guides clients through the agreement logically.

Adding Multiple Sections at Once

To quickly add multiple sections:

  1. Click Add Section → Select type
  2. Immediately click Add Section again → Select type
  3. Repeat as needed

Then reorder and populate content.

Duplicating Sections

If you have a section with formatting or structure you want to reuse:

  1. Click the section’s Actions menu (⋮)
  2. Select Duplicate
  3. A copy appears below the original
  4. Edit the duplicate’s content

Use when:

  • Multiple clauses with similar formatting
  • You want to keep the same heading style or structure

Removing Sections

To delete a section:

  1. Click the Delete button (✕) on the section
  2. Confirm deletion
  3. Section is removed immediately

Cannot undo:
Deleted sections are permanently removed. Be certain before deleting.

Reordering Sections

To change section order:

  1. Click the drag handle (⋮⋮) on the left
  2. Drag the section up or down
  3. Drop in the new position
  4. Other sections adjust automatically

Keyboard alternative (if available):
Some systems offer up/down arrow buttons to move sections.

Section Limits

How many sections can I add?
Practically unlimited. Most agreements have 5-20 sections.

Is there a minimum?
Technically, one section (signature) would work, but professional agreements have multiple text sections covering different terms.

Collapsing Sections (If Available)

Some editors allow collapsing sections:

  • Click to collapse the content (shows only the heading or section type)
  • Useful for navigating large agreements
  • Click again to expand and edit

Section Styling

Individual sections may have style options:

  • Background color
  • Padding/margins
  • Borders
  • Alignment

Access via section Actions menu or Styles button (if available).

Document-level styles apply globally; section styles override for that section.

Best Practices

✅ One topic per text section: Makes content modular and easier to edit.

✅ Use descriptive headings: Start each text section with a clear heading (H1 or H2).

✅ Logo at top, signature at bottom: Standard professional structure.

✅ Break up text-heavy agreements: Add images or visual elements occasionally.

✅ Order logically: Introduction → Terms → Conclusion → Signature.

✅ Test navigation: Preview the agreement to ensure the flow makes sense.

✅ Don’t over-section: 5-15 sections is typical. Too many makes editing cumbersome.

Common Questions

Can I combine multiple section types?
Yes! Mix text, image, and signature sections as needed.

Do I have to use all three types?
No. Many agreements are just text + signature. Images are optional.

Can I have multiple signature sections?
Yes, but one is usually sufficient. Multiple signatures are for agreements requiring several parties (less common).

What if I add sections in the wrong order?
Just drag them to reorder. No problem.

Can I convert a text section to an image section?
No. Delete it and add the correct type.

How do I create a table of contents?
Manually in a text section, or use numbered headings. Automatic TOCs usually aren’t supported.

Can I nest sections?
Typically no. Sections are linear. Use headings within text sections to create hierarchy.

What happens to sections when I duplicate the agreement?
All sections are duplicated exactly, maintaining order and content.

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