Text Formatting

Updated: 2020-07-23

The Template Editor has text controls like other word processors you are familiar with. Use these to adjust the font, insert pictures and tables, and find/replace text as needed.

Font, pictures, tables, find/replace


  1. Type text into the edit side of the Template Editor to add your own wording. If you only want to change wording and not field codes or conditions, avoid text between the double braces {{ }} (curly brackets). Inadvertently changing this can break the links to the data in the client file.
  2. Like any word processor, you can adjust the font name, size and colour, or apply bold, underline or italic formatting. Avoid starting or stopping a formatting change in the middle of a set of double braces {{ }}, as partially formatting a field code can break the links to the data in the client file.
  3. Add bullet and numbered lists or change the paragraph alignment. Click on a paragraph, right-click and select Paragraph to adjust indentation, spacing and paragraph properties. This includes whether the paragraph will break across pages.
  4. Insert a picture into the template. Save any images you use in your templates folder first. Right-click on the image and select More layout options to adjust the position, size and text wrap around an image.
  5. Insert a table into the template, then right-click on the table and select Table Properties to edit the border, shading, padding and more.
  6. Press Ctrl+F to find text within a template. Ctrl+H opens the find and replace boxes. Use this to change "I" to "We" in your templates.
  7. Press Ctrl+Z and Ctrl+Y to undo and redo changes to the template.

Inserting the signature and logo from options into templates

The built-in letterhead and closing templates refer to the signature and logo image files set in options. This means the full image file does not get inserted into the template, but rather links to the images.

To insert the logo from options into any template, open the template file in an HTML editor and insert the following code:

HTML code for the logo in options

To insert the signature from options into any template, open the template file in an HTML editor and insert the following code:

HTML code for the signature in options

If you resize either of these images, the Template Editor will still refer to the linked image file, but will add the new dimensions to the template code so that it adjusts when displaying the template. 

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