The Text and Font Toolbar is located at the top of the letter writer.
The toolbar is used for formatting text in the letter writer and is very similar to the toolbar in Today's Notes. You can select predefined text formats, align text to either the left or right or the center of the page, use bullet points or numbered lists, insert hyperlinks and images, use subscript or superscripts, insert tables, view the letter in HTML format and change the font and size of the text.
The first section of the toolbar (Format) allows you to easily switch between several predefined text formats. Click Format to reveal a drop-down list of text formats, and click to select the Font.
To change the font to either Bold, Italic or Underline, click the corresponding icon on the toolbar.
To align the text Left, Right, Center, or Justify (edge to edge), click the corresponding icon on the toolbar.
To insert Bullet Points, Numbered Lists, or Indent Text, click the corresponding icon on the toolbar.
To insert a Hyperlink and Image, click the corresponding icon on the toolbar.
To switch to Subscript or Superscript, click the corresponding icon on the toolbar.
To change a text's Color, click on the corresponding icon on the toolbar
To insert a Table, click the corresponding icon on the toolbar.
You can also select Table Wizard if you want to insert a more specific and more detailed table.
To view the letter in HTML Format, click the corresponding icon on the toolbar.
To change the font, click Font to reveal a drop-down list of fonts.
To change the text size, click Size to reveal a list of text sizes.
To toolbar also has a section called Snippets, which is for inserting commonly used snippets of text (for example, "This letter is private and confidential and should only be viewed by the recipient") into letters.
Click Snippets to reveal a list of snippets.
To Reverse changes or Redo changes, click on the corresponding icon on the toolbar.
To change the Page Layout, click on the dropdown to reveal options. Layout is 100% in default.
For Custom Field, click on the corresponding icon on the toolbar.
Custom Field gives you the option to insert Text, Numeric, List, Dropdown, Date, Logical, and Checkbox.
To add a Text Box, select Text and click Insert.
This will create a Text Box on the page where you can type in free text.
To add a numbers, select Numeric and click Insert.
You can select the up and down arrow to change the number value.
To create a list, select List, create a list name, click on Add to add items you want to add to the list, and click Insert.
To insert a dropdown, click on Dropdown under the Field Type. Click on + sign, and then add options for a list you wanted to include under the dropdown, click Insert.
To insert a calendar with the dates to choose from, select Date and click Insert.
This is how it should look like when you use Date under Custom Field.
To use logical, select Logically and click Insert.
A tick box with a word next to it will show. This will be in "No" by default, but if you click on the tick box, the status will change to "Yes".
To insert a checkbox, select Checkbox and click Insert.
How To Add In Digital Signature/ eSignature? Click here.
If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com
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