File Menu

The File menu in AllDrafts provides various commands for managing documents.

New Document

• Shortcut: CTRL-N

• Description: Creates a new document and opens it in the same window. This option allows you to start working on a fresh document immediately.

Open

• Shortcut: CTRL-O

• Description: Enables you to browse and open any of your existing documents in the same window. This command facilitates easy access to your document library.

Make a Copy

• Description: Creates a duplicate of the current document and automatically opens it. The new document will be named as a copy of the original. This action transitions you from the current document to the newly created copy.

Save

• Description: Forces the current document to save. Typically, manual saving isn't necessary as AllDrafts continuously saves your work. However, this command is available should you need to ensure your document is saved.

Save a Copy as Template

• Description: Saves the current document as a template and opens this new template document. The title bar will show a blue badge indicating the change from a draft or revision to a template status.

Share

• Description: Opens the share modal, similar to the share button found in the upper right corner of the interface. This feature allows for easy document sharing.

Share for Signature

• Description: Shares the document for electronic signature (e-signing). Once shared for signature, the document is locked from further edits to preserve the integrity of the signatures, unless edits are necessary before adding signature blocks.

Download PDF

• Description: Provides the option to download the document in PDF format. Additional settings are available to control the inclusion and styling of the document's content in the PDF.

Download Word Document

• Description: Downloads a clean version of the document in Microsoft Word format, complete with stylesheets. Options for including internal cross-references and other features are available.

Details

• Description: Opens a pane containing detailed information about the document, including an audit history of views, prints, shares, and edits. This command offers insight into the document's interaction history.

Settings

• Description: Accesses specific settings for the document, affecting export options, headers, footers, and other detailed controls. Some settings are exclusive to this menu and not available in the document editor menus.

Document History

• Description: Displays the document alongside a sidebar listing every major revision or significant operation. Users can interact with the revision list to view changes over time or select an earlier version to view the document as it was.

Print

• Shortcut: CTRL-P

• Description: Prepares a PDF version of the document in a new tab, ready for printing. This command simplifies the process of creating a print-ready version of your work.