Template Designer Toolbar

here are many options to change the formatting of your template to style it as you would any communication from your organization.

Select Font Use the drop down to change the font for the text that you have highlighted in the body of the message or to change the font going forward when you have your cursor placed inside the body of the message.

Size This drop down will change the font size. Highlight the text that you want to change the font size of and then click the appropriate size from the drop down. BoldHighlight the text you want to bold, then press the upper case "B" from the toolbar to bold the text.

Italics Highlight the text you want to italicize, then press the upper case "I" from the toolbar to put the text in italics.

Underline Highlight the text you want to underline, then press the upper case "U" from the toolbar to underline the text.

Strikethrough Highlight the text you want to strikethrough, then press the upper case "S" from the toolbar to strikethrough the text.

Change Font Color To change the color of your text, highlight the text to be changed, then click the "T with table next to it" icon and select the color you want.

Highlight Text To put a background highlight on text, select the text you want, then click the icon with the dropper and color table behind it. Select the color you want and the text will be highlighted.

Paragraph Handling Justification Highlight the text that needs to be modified, then click the type of justification you want. You can choose a block, left, center or right justification.

Bullets Click the icon with bullets to begin a bullet list or select a group of text and press the bullet icon, then the text will have bullets at each paragraph.

Numbered List Click the numbered list icon to begin a numbered list or select a group of text and press the icon, then the text will be numbered at each paragraph.

Paragraph Indention Select the text to change the indentation on, and click either the left or right icon to move the text to the right or left.

Superscript & Subscript To make text appear as a sub or super script, select the text that should be changed, then click the appropriate icon/button to modify the text.

Undo / Redo Use the back and forward arrows to undo a current action or redo the action, if you've gone back too far.

Insert Field Choose to insert a field from the database to personalize a message with important details that are specific to an entity that you are writing to within the system. Place your cursor where you want to place the field, then click "Insert Field." When you click the link, an "Insert Field in Template" box will open on the screen. Select the entity type from the list, then a second field drop down will populate to choose the specific field you want to include in your template. If the entity type you need is not shown, click the "Add Field Types shown on Template" link to add a new entity. Once you are done selecting the field you want to add, click save to return to the Template.

Insert Image When you want to include a picture into the body of your message, place your cursor where you want the image to be located, then click Insert Image. Press Browse to upload the image, and you can choose to enter alternate text if a recipient does not accept images. Press save to add the image to the document.

Insert Hyperlink Place your cursor where you want a hyperlink to be shown, then click "Insert Hyperlink." Enter the URL, which is the actual link location. The URL should begin with "http://". The "Hyperlink Text" is what the user will actually see as the link. If you do not enter a value for the "Hyperlink Text" then it will default to showing the acutal URL. Click "Open in a New Window" to open the link in a new window vs. changing the current screen the user may be on.

Insert Section Use the link to add another template the the current template you are building. For example, a signature template may be created to retain a signature style without having to re-enter it every time you create a new template. Place your cursor in the message body where you want to enter the new section, then click "Insert Section." Choose the template you want to add from the list and it will be added to the template. To finish creating or editing a template, press Save to keep your changes.