> ## Documentation Index > Fetch the complete documentation index at: https://docs.flowsign.app/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Flowsign is one word with a lowercase s. > The REST API base URL is https://my.flowsign.app and every endpoint lives under /api/v1. > When answering API questions, cite the HTTP method and endpoint path. > API access needs the Enterprise plan and an API key with the API access permission. # Dynamic Editor > Edit a Dynamic document's Word content, format it, add merge fields and place signing fields. The **Dynamic editor** is where you write and lay out a [Dynamic document](/document-types.md#dynamic): a `.docx` kept as Word content rather than flattened to a PDF. It shows real pages at real page size, laid out as they will print, and the text reflows across pages as you type. > [!NOTE] > > Dynamic documents are labelled **Experimental**, so how they work may change as we improve them. See [Release labels](/release-labels.md). They also need the **Enterprise** plan; see [flowsign.app/pricing](https://flowsign.app/pricing). ## Opening the editor In the [template builder](/guides/templates/template-builder.md), click **Edit document** on a Dynamic document. The template is saved first, so name it before you open the editor. ![The Dynamic editor showing a Word document laid out as pages, with a formatting toolbar and a side rail](https://mintcdn.com/doc-a97e5290/yQZmdeCJ7S-Y3cku/images/guides/templates/dynamic-editor.png?fit=max\&auto=format\&n=yQZmdeCJ7S-Y3cku\&q=85\&s=a1f55f3d4d8ec9dde9e7912224731577) The Dynamic editor in Content mode, with the formatting toolbar above the page and the Build rail beside it. The top bar holds the **Content** and **Fields** switch, the **Experimental** label, **Help** (a short tour of the editor) and **Save & continue**. ## Content and Fields The switch in the top bar decides what the page means: * **Content** ("Edit the document text, formatting and merge fields"): you type into the pages as you would in Word. The rail on the side has three tabs: **Build** holds **Dynamic logic**, **Merge fields** and **Marked content**; **Roles** lists the template's roles with their recipient type and delivery, and lets you add, edit or remove one (signing order and in-person hosts are still set in template setup); **Preview** shows the document with merge fields filled and answers applied. The **Document details** button at the end of the toolbar lists the page setup and the file. Role changes made in the **Roles** tab are saved straight away. Removing a role deletes its fields on every document in the template, leaves any merge field filled from that role's name or email empty until you choose another source, and can't be undone. ![The dynamic editor with the Roles tab open, listing the template's roles](https://mintcdn.com/doc-a97e5290/yQZmdeCJ7S-Y3cku/images/guides/templates/dynamic-editor/roles-tab.png?fit=max\&auto=format\&n=yQZmdeCJ7S-Y3cku\&q=85\&s=c1035c671124a8d52b71212c81551f32) The Roles tab in the editor's rail. ![The Document details dialog showing page setup, the document and the template](https://mintcdn.com/doc-a97e5290/HN0BP8cvTnUHnLum/images/guides/templates/dynamic-editor/details-dialog.png?fit=max\&auto=format\&n=HN0BP8cvTnUHnLum\&q=85\&s=0d0bd836a1ef0447ab32385d26567d94) Document details, opened from the toolbar. * **Fields** ("Place signature and input fields on the document"): you place signature, date and input fields for each role, as in the [template field editor](/guides/templates/template-fields.md). [Conditional logic](/guides/packages/fields-editor.md#conditional-logic) and **Test logic** work here too. Leaving Fields mode closes any pick or test in progress. ![The Dynamic editor in Fields mode with the field palette in the side rail](https://mintcdn.com/doc-a97e5290/yQZmdeCJ7S-Y3cku/images/guides/templates/dynamic-editor/fields-mode.png?fit=max\&auto=format\&n=yQZmdeCJ7S-Y3cku\&q=85\&s=4c2c3810bff085901db09877f337d804) Fields mode, with the role chips and field palette in the rail. ## Formatting The toolbar above the pages works on the text you have selected. Alongside font, size, **Bold**, **Italic**, **Underline**, **Strikethrough**, **Text color** and alignment, it has: ### Lists and outline numbering **Bullet list** (Ctrl+Shift+8) and **Numbered list** (Ctrl+Shift+7) each have an arrow beside them that opens a set of styles. **Bullet style** offers discs, diamonds, arrows, ticks, dashes and stars. **Numbering style** offers `1.`, `A.`, `I.`, `a.` and `01.` lists, and three outline presets that number levels as `1.`, `1.1` and `1.1.1`. The outline presets differ only in their third level: `1.1.1`, `a.` or `i.`. **Increase indent** (Ctrl+]) and **Decrease indent** (Ctrl+\[) move an item down or up a level, and it is renumbered from the list it lands in. ![The Numbering style menu showing numbered list presets and outline numbering presets](https://mintcdn.com/doc-a97e5290/HN0BP8cvTnUHnLum/images/guides/templates/dynamic-editor/numbering-styles.png?fit=max\&auto=format\&n=HN0BP8cvTnUHnLum\&q=85\&s=e85111a2dac97d930ad6007cdcbcf6d6) Numbering styles, including the three outline presets. ### Highlights **Highlight** applies the last colour you used. The arrow beside it (**Highlight colors**) opens a grid of swatches. Under **Custom**, the **+** button opens a colour picker with a hex box; the colour is only added (and applied to the selection) when you click **Apply**, and your last four custom colours stay in the grid. **Clear highlight** removes it. ![The highlight menu with a grid of colour swatches and a Custom section](https://mintcdn.com/doc-a97e5290/HN0BP8cvTnUHnLum/images/guides/templates/dynamic-editor/highlight-colours.png?fit=max\&auto=format\&n=HN0BP8cvTnUHnLum\&q=85\&s=bd27d1673807aa1f44cacac5a6bbf336) Highlight swatches, with custom colours below. ### Images Click an image to select it. * Drag a corner handle to resize it in proportion. Hold Shift to resize freely. A side handle stretches one side only. * A floating image (one placed in front of or behind the text, as Word places it) can be dragged to a new spot. The arrow keys nudge it, and Shift with an arrow key moves it further. * Delete or Backspace removes the selected image. ### Page margins **Page margins** in the toolbar opens **Margins**. Choose **All sides** to set one value, or **Each side** for **Top**, **Bottom**, **Left** and **Right** separately, in inches. Tables scale with the text width, so they stay inside the new margins. ![The page margins popover with All sides and Each side options](https://mintcdn.com/doc-a97e5290/yQZmdeCJ7S-Y3cku/images/guides/templates/dynamic-editor/page-margins.png?fit=max\&auto=format\&n=yQZmdeCJ7S-Y3cku\&q=85\&s=84087c9ebbf77bb9bab4876ece26163d) The Margins control, set for each side. ### Zoom and pages **Zoom in** (Ctrl++), **Zoom out** (Ctrl+-), **Reset zoom** (Ctrl+0), **Fit page** and **Fit width** change only how large the pages look. Where each page breaks stays the same at every zoom. **Previous page** and **Next page** step through the document, and the thumbnails jump to a page. ## Merge fields In Content mode, select text in the document and choose **Make merge field** from the bubble that appears (or right-click). **Use existing merge field** links the selection to one the template already has. The rail's **Merge fields** section and both **Use existing merge field** menus list every merge field on the template, including ones from the template setup screen and other dynamic documents. One that isn't placed yet reads **Not in this document yet**: select text and choose **Apply to selection** to place it. Placing one copies its type, choices, required setting and default. Once it's placed, the template setup screen follows this document's copy of that field. Click a placed merge field in the rail to set how it is filled in. In that dialog, **New role** beside **Filled in by** adds a role without leaving the document. See [Merge fields on PDFs](/guides/templates/merge-fields-on-pdfs.md#where-the-values-come-from) for the **Filled in by** options. The same bubble offers **Show only sometimes** (**Make conditional** in the right-click menu) and **Offer alternative wording**, which mark content for [Dynamic logic](#dynamic-logic) to act on from an answer given at send time. Either one also starts a rule for the marked content: with no rules yet the **Create rule** dialog opens, and otherwise **What decides this content?** lets you pick an existing question or **New question**. In Fields mode, the rail's **Merge fields** section lists the template's merge fields and the ones placed in this document, ready to place on the page. Merge fields a signer fills in are left out, because they have no value until signing. ## Dynamic logic In the rail's **Dynamic logic** section, **Add rule** opens the **Create rule** dialog (**Edit rule** for an existing one). A rule asks the sender a question, then says what each answer does to the document. * **Sender question**: required. **Done** won't close the dialog until it is filled in, though **Delete rule** is always available. * **Answer options**: the answers the sender picks from. A new rule starts with **Yes** and **No**, and two answers is the minimum. **Add answer** adds one. One answer is the default (**No** to begin with): it is preselected when sending and used if the question is skipped. * **When to ask**: shown from the second rule onward. Choose **Always**, or an earlier question and the answer it must have. * **What each answer does**: each answer has its own card with an **Add effect** button. Its menu is grouped: * **Content**: **Show content**, **Hide content** and **Swap content**, which act on marked content. **Select in document** marks the content from the dialog, so it need not be marked first. * **Merge fields**: **Ask the sender**, which asks for a merge field only when that answer is given (tick **Required** to make it compulsory), and **Fill in now**, which sets the merge field to a fixed value so the sender isn't asked for it. The marked content and merge field pickers are searchable. A show or hide effect has a **Show** / **Hide** menu on its row to flip it, and a swap effect picks the version to swap to. A merge field drops off the send form for an answer when the content it sits in is hidden, another answer asks for it, or that answer fills it in. Each answer card lists these under **Sender is not asked**. ## Preview Opening the rail's **Preview** tab turns the preview on, and its **Preview on document** switch turns it off again. The tab is disabled until the document has a rule or a placed merge field. With the preview on, pick an answer for each question under **Questions** and the page redraws for those answers. Under **Results**, **Sender will be asked** lists the merge fields the sender fills in for those answers, and **Not included** lists the ones they won't be asked for. A banner above the page reads "Preview is on", with **Exit preview** to return to editing. Answers picked here aren't saved. ## Saving **Save & continue** saves the document as it lays out, together with the pages your fields are anchored to, and takes you back to the template. Leaving with unsaved changes asks you to save or discard first. The editor won't save a document whose content is taller than a page, for example a table row or image that can't break across pages. You see a message naming the document and the page, such as "has content taller than a page on page 3". Shorten or break up that content, then save again. ## Sending A Dynamic document is sent from its template like any other. When you [send from the template](/guides/templates/send-from-template.md), you fill the merge fields and answer the questions once, and the document is produced from those answers. Everyone on that package receives the same document. Check it in the rail's [Preview](#preview) tab first to read it as a recipient will. ## Related * [Document types](/document-types.md) * [Template builder](/guides/templates/template-builder.md) * [Template fields](/guides/templates/template-fields.md) * [Merge fields on PDFs](/guides/templates/merge-fields-on-pdfs.md) * [Send from template](/guides/templates/send-from-template.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.