Custom Forms Editor Options

Updated 3 months ago by Sloan

General

The custom forms editor offers several options the help you format your form and your text.

Available Options

Let’s first go over the top menus:

Tools

Source code – This option will open the HTML source code of the document.

Word count – This option will open word count statistics for the form.

Table

Table – This lets you choose a table size and insert the table at the cursor position inside the edit area.

Cell – This gives you options to change cell properties in an inserted table.

Row – This give you options to change row properties inside an inserted table.

Column – This gives you options to alter column properties inside an inserted table.

Table properties – This option lets you change the properties of an inserted table.

Delete table – This lets you delete an inserted table.

Format

Bold – This will make text bold.

Italic – This will italicize text.

Underline – This will underline text.

Strikethrough – This will strike through text.

Superscript – This will convert text to a superscript.

Subscript – This will convert text to a subscript.

Code – This will convert text to a block of code.

Formats – This gives a list of predefined text formats. Highlight a selection of text and choose a format to reformat it.

Blocks – This gives a list of predefined text blocks. Highlight a selection of text and choose a block to turn it into a text block.

Fonts – This will select the font of the text.

The following is a list of fonts that may be used in DOCX and HTML type forms, that will work when the form is generated as a PDF:

Andale Mono
Arial
Arial Black
Book Antiqua
Calibri
Comic Sans MS
Courier New
Georgia
Helvetica
Impact
Tahoma
Terminal
Times New Roman
Trebuchet MS
Verdana

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Palatino
Garamond
Bookman
Avant Garde

Note: The last four fonts listed are not shown in the list of available fonts in the text editor but still may be used in forms as they are cross-platform safe fonts.

Font sizes – This will select the size of the text.

Align – This will select the alignment of the text.

Text color – This will select the color of the text.

Background color – This will select the background or highlight color of the text.

Clear formatting – This will remove formatting from selected text.

View

Source code – This option will open the HTML source code of the document.

Visual aids – This will show a pseudo-border around table cells.

Show invisible characters – This will reveal any hidden characters (e.g. nonbreaking space).

Show blocks – This will show a dashed outline around div and paragraph elements inside the edit field.

Preview – This will give a preview of the form with HTML elements looking more like the should in the finished form.

Fullscreen – This option expands the edit field so it takes up the full screen.

Insert

Image – This option lets you insert images into your form.

Link – This option lets you create hyperlinks in your form. Since these may not work properly when the form has been converted to a PDF, we recommend you do not add hyperlinks in your forms.

Media – This option lets you insert media (video, audio, etc.) into the text. This is more applicable in other areas of the software where this text editor is found.

Insert template – There are no options for creating templates.

Table – This lets you choose a table size and insert the table at the cursor position inside the edit area.

Special character – This option lets you add characters that don’t appear on your keyboard to the form.

Emoticons – This option lets you add emoticons to the form.

Horizontal line – This option lets you add a horizontal line that spans the form.

Page break – This option inserts a page break into your form.

Nonbreaking space – This option will let you insert a nonbreaking space character into your form.

Anchor – This option lets you add an HTML anchor to your form. Since this won’t work properly once the form has been converted to a PDF, we recommend you do not add anchors to your form.

Date/time – This option lets you insert the current date and time into your form. This is not a dynamic value.

Edit

Undo – This will undo your most recent change. You can click this option multiple times to undo more changes.

Redo – This will redo the most recent undone change.

Cut – This will remove selected content from the edit field, but make it available to be pasted into the document.

Copy – This will copy selected content in the edit field.

Paste – This will add cut or copied content into the edit field at the cursor position.

Paste as text – This will add cut or copied content into the edit field at the position of the cursor, but will disregard any formatting data the content contains.

Select all – This will select all the content in the edit field.

Find and replace – This will find a specified text string in the edit field and replace it with a specified text string.

There are also options that aren’t contained in the top menus. These include:

Undo () – This will undo your most recent change. You can click this option multiple times to undo more changes.
Redo () – This will redo the most recent undone change.
Formats – This gives a list of predefined text formats. Highlight a selection of text and choose a format to reformat it.
Bold () – This will make text bold.
Italic () – This will italicize text.
Text align left () – This will align text to the left.
Text align center () – This will center align text.
Text align right () – This will align text to the right.
Justify text () – This will full justify the text so it is both right and left aligned insofar as that’s possible.
Bullet () – This will create a bulleted list outline style.
Numbered List () – This creates number list outline style.
Decrease Indent () – This decrease the indent of a line or section.
Increase Indent () – This increases the indent of a line or section.
Link () – This will insert a link into the text.
Table () – This lets you choose a table size and insert the table at the cursor position inside the edit area.
Page break () – This option inserts a page break into your form.
Preview () – This will give a preview of the form with HTML elements looking more like the should in the finished form.
Image () – This option lets you insert images into your form.
Text color ()– This will select the color of the text.
Background color () – This will select the background or highlight color of the text.
Source code () – This option will open the HTML source code of the document.
Fullscreen () – This option expands the edit field so it takes up the full screen.