Formatting Text in Rich Text Fields

The Text Editor enables you to enter text and format it in a variety of ways, including:

• Font family
• Font size
• Emphasis (“Format” menu: text colour, background colour, bold, italic, underscore, strikethrough, subscript, superscript)
• Alignment (“Format” menu: left, centre, right, justified)
• Numbering
• Bullet lists
• Tables (“Table” menu)
• Links
• Special characters (“Insert” menu)

The Text Editor also enables you to access various File Manager options:

• Upload images and documents to the File Manager (“Insert” menu)
• Insert images and files into Text Editor fields (“Insert” menu and buttons)
• Insert videos into non-email Text Editor fields (“Insert” menu)

Here’s a diagram showing some of the options available to you:

The Text Editor is available in:

• Description fields (custom fields, qualifications, activities, general interests, feedback fields)
• Header text for custom fields and qualifications
• Application form messages (volunteer policies, custom field and qualification section headers, message to complete application form, application completion message)
• Volunteer News
• Mission Statement
• Email body (and email templates)

1. Go to: Configuration >> Organization Settings >> Rich Text Editor Settings
2. In the desired section (“Email Rich Text Edtors”, “Non-Email Rich Text Editors”), select the defaults you would like to use for Rich Text Editor fields:
   • Font Face (select from the drop list)
   • Font Weight (select either “Normal” or “Bold” from the drop list)
   • Font Size (select from the drop list)
   • Font Color (select a color from the palette or click the [x] button to select a color from your banner, if applicable)
3. You can view the “Preview” text to see what your default settings will look like
4. Click the [Save] button

Inserting Images and Files Into Text Editor Fields
Inserting Videos Into Text Editor Fields

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