The formatting tools in the Question Editor and Email Editor share the same functionality as other word processing applications such as Microsoft Word, however, the tool location will vary depending on whether you are creating a question or email.
When formatting text in a question or email, keep the following considerations in mind:
Use the appropriate toolbar to create a question
When you create or open a question, the Default Tools toolbar appears at the top of the Question Editor. Use this toolbar to perform common tasks such as inserting piped variables, documents, media, and hyperlinks.
To access the other toolbars in the Question Editor, click More Tools... at the top left of the default toolbar.
The following toolbars can be found in the Question Editor:
- Text Tools: Use this toolbar to cut, copy, paste, and format question text.
- Media Tools: Use this toolbar to insert documents, images, hyperlinks, and symbols.
- Layout Tools: Use this toolbar to format how text appears in your questions, such as inserting tables, aligning text, and adding paragraphs.
- Style Tools: Use this toolbar to add finishing touches to question text, such as creating lists, adding borders and colors, or changing the font.
Hover over a tool in the toolbar to see a description of what it does
To see a description of a tool in the toolbar, in the editor, click inside the text field, and then hover over the tool.
Do not paste text from a word processing application directly into the editor
Pasting text from a word processing application directly into the editor may import unwanted text styles and formatting that could affect the appearance of your question or email.
When pasting text from another word processing application, keep the following considerations in mind:
- Before you paste text from another application into a question or email, paste your text into a text editor such as Notepad to clean the text of unwanted styles or formatting. After you have cleaned the text, you can copy and paste the text directly into a question or email.
- When pasting text from a Word document, use the Paste from Word button to clean the text of MS Word formatting.
For more information, see Cutting, copying, and pasting text.
Use Style Tools to format the appearance of a question or email
Use the Style Tools toolbar to create proper lists and tables in your questions and emails.
- For information about creating an unordered list, see Create a bulleted list.
- For information about creating an ordered list, see Create a numbered list.
- For information about creating a table, see Insert a table.
Use Text Tools to format text
To ensure your text is formatted properly, in the Question Editor, use Text Tools to bold, italicize, and underline text in your question. For more information, see Format text.