How to use the Text element in the Editor | GetAccept Help Center

How to use the Text element in the Editor

Use the Text element to add, format, and lock written content while using merge tags to pull dynamic data into your documents.

May 7, 2026

The Text element is your primary tool for adding and formatting written content in GetAccept. You can use it in Contracts, Deal Rooms, and templates to create structured, professional documents.

Add and format your text

To start writing, you simply click into a text element to open the formatting bar.

Go to the Editor and select the Text element from the sidebar or click into an existing text block.
Type your content directly into the editor.
Use the formatting bar to apply styles like Bold, Italic, or Underline.
Choose a text style (Heading, Subheading, or Normal) to maintain a clear content hierarchy.
Align your text or create bulleted and numbered lists to improve scannability.

Note: Formatting updates are applied instantly, so you can see exactly how your document looks as you work.

Customize text colors

You can adjust colors for specific sections of text to highlight important information without changing your global brand settings.

Change local colors: Highlight the specific text you want to edit and select the color icon from the formatting bar.
Clear local colors: If you want to revert your changes, select the text and click Clear local colors.

Note: These color changes only apply to the specific text you mark, allowing for precise design control.

Use merge tags for dynamic content

Merge tags {} allow you to personalize documents automatically by pulling in data from GetAccept or your CRM.

Add a tag: Click the Merge Tag icon in the formatting bar to choose from categories like Recipient, Sender, or Company information.
CRM Data: You can insert custom tags from your CRM to automatically populate fields like "Deal Value" or "Account Name."
Rich Text: You can even convert formatted rich text from your CRM into a merge tag to display detailed project scopes or client notes.

Duplicate and manage text elements

You can quickly copy or protect your content using the element settings.

Duplicate an element: To quickly replicate a text block, click the Duplicate icon in the formatting bar.
Lock an element: If you have finalized legal text or branding that shouldn't be changed, select the Lock icon.
Move an element: Hover over the text block and use the drag handle to move it to a different position in your document.

Pro-tip: Locking elements is a great way to safeguard your templates before sharing them with your broader sales team.

Brand-aligned fonts

The Text element supports multiple font options to ensure your documents match your company's visual identity.

Selection: The fonts available in your dropdown menu are determined by your entity's global font settings.
Consistency: Using the "Normal," "Heading," and "Subheading" presets ensures that your fonts remain consistent even if you change your brand's primary typeface later in Settings.

Break up text with the Icon Layout Element

Buyers tend to scan Deal Rooms rather than read them end-to-end, and large blocks of text can make important points easy to miss. The Icon Layout Element gives you a quick way to turn dense text into clean, visual sections that are easy to scan.

Use the Icon Layout Element to:

Highlight product benefits.
Explain a process or rollout steps.
Show feature comparisons or value pillars.

Pro-tip: If you want to pair images with text instead of icons, use the Columns layout. The Icon Layout Element is designed specifically for icons.

Frequently asked questions

Can I use the Icon Layout Element outside AI-created rooms?
Yes. The Icon Layout Element is available in the editor for manual use as well.

How many columns are supported in the Icon Layout Element?
You can choose between 1 and 4 columns.

Can I replace the icons with images?
No. If you want to pair images with text, use the Columns layout instead.