Add text in a letter or memo
Text areas are fields that hold the text content of the letter or a memo.
To add a text area:
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Open the document and select Edit (
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Select +Add section | Text Area.
A text field displays in the document with a default title Text Area. You can select the default title to change it. Note this title is not part of the document content.
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Select the text field to start adding content to a text area.
The formatting toolbar displays. Use the toolbar to make the following changes:
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Toolbar icon |
Description |
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Apply a style to selected text or paragraph. The default font size for each style is as follows:
To learn how to customize the font size for headings, see Customize fonts and headings. |
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Bold, italicize or underline selected text. |
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Change the color of a selected text or a paragraph or highlight selected text or paragraph. Note: Changes to the font colour are not applied to placeholders until you replace all placeholders in the document.
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Add a bullet or number list |
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Add visibility conditions to lists. |
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Indent selected text or paragraph. |
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Align selected text or paragraph. |
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Add a horizontal line |
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Add an image |
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Add a table |
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Add a special character in the text section. |
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Field placeholders are drop-down lists for selecting a staff member or a client contact from Cloud, or a date. |
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Remove all formatting for a selected text or a paragraph and revert to the default. |
