Custom Forms Editor Options

Introduction

The custom forms editor offers several options that help you format your form and 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

These options let you create, edit, or delete tables.

Field

Description

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

Field

Description

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

  • Palatino
  • Garamond
  • Bookman
  • Avant Garde

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

Field

Description

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

Field

Description

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

Field

Description

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.


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