Using the editing toolbars

Using the editing toolbars

There are two editing toolbars which allow you to format text and tables in portal forms: 
  1. The Main Toolbar, which is pinned to the top of the document
  2. The Table Toolbar, which appears when you click into a table

Using the Main Toolbar

Format your text and insert links, tables and page breaks by using the Main Toolbar pinned to the top of each section, including emails, letters and documents.

  1.  Bold
  2.  Italics
  3.  Underline
  4.  Font Family - Arial, Georgia, Impact, Tahoma, Times New Roman, and Verdana
  5.  Font Size - from size 8 to 96
  6.  Strikethrough
  7.  Undo - you can also hit CTRL + Z or CMD + Z on your keyboard
  8.  Redo
  9.  Numbered List
  10.  Bulleted List - click tab to indent a new list level  
  11.  Insert Link - enter the URL and the text you want to appear, e.g. 'Contact us'; select to open links in a new tab rather than navigating away from the document
  12.  Increase Indent
  13.   Decrease Indent
  14.  Insert Table - highlight the squares to select the number of rows and columns
  15.  Insert Page Break - force everything below the page break onto the next page
    1. If you need to remove a page break, you can either place the cursor before the dotted line and hit Delete on your keyboard, or place the cursor after the dotted line and hit Backspace.

Using the Table Toolbar

Creating a new table

You can add a new table to any portal form:
  1. Place your cursor where you wish to create a table.
  2. Click  Insert Table in the Main Toolbar.
  3. Highlight the squares according to the number of table columns and rows you need.

Formatting a table

Format your table using the Table Toolbar, which will appear when you click into any table cell:

  1.  Header - use a header row to ensure any tables which split across a page retain the table header
  2.  Remove Table - delete the entire table (use the Undo button in the Main Editor to immediately restore a deleted table)
  3.  Row - insert a row above or below the selected row, or delete the selected row
  4.  Column - insert a column before or after the selected column, or delete the selected column
  5. Table Style - add a dashed border or add shade to alternate rows
  6.  Cell - merge or split cells
  7.  Cell background - choose from standard colour options or customise using the Hex Colour field
  8.   Vertical alignment - align text vertically within a cell (top, middle or bottom)
  9.  Horizontal alignment - align text horizontally within a cell (left, centre or right)
  10.  Cell style - highlight a cell with a red border or add a thicker border around a cell

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