How to Format Text

What you can do: Text Formatting

How: Step by step directions on how to format a new note:

1. Create a new note. At the top of the text field, you will find the formatting tools.

2. To format the text, highlight it and select the option you need.

3. You can find more text formatting options by clicking on the three dots icon next to Italic.

4. To undo all the formatting, highlight the text and apply "Clear Formatting."

5. If you want to create a list, select one of the options: Bullet, Numbered, Check List.

6. To change text alignment, place the cursor in the beginning of the paragraph and select the Alignment.

7. To embed a link, highlight the text and click on the "Insert Link" button. Paste the link and click "Insert."

8. To add an image onto the note, click on the "Insert Image" button, select the image, and press "Insert."

You can change the size of it by dragging its sides.

9. To insert a table, press the "Insert Table" button.

You can format the whole table or separate cells by opening the Menu in the cell.

10. You can find more text formatting options by clicking on the three dots next to "Insert Emoji."

11. Save the note after formatting.

How: Step by step directions on how to format existing notes:

1. To change the formatting of the existing note in the Workspace, click on the text and apply the formatting. Press "Save." All changes will be reflected on the document preview as well.

How: Step by step directions on how to format notes in the Library:

1. To change the formatting of the note in the Library, click on the blue pencil icon on the right side of the note and apply the formatting. Press "Save." All changes will be saved for future use.

NOTE: This does not effect existing notes on your contacts.

Tips

You can format text and paragraphs, insert tables and images, add links.
When you change the formatting of the existing note, the changes will reflect on the Document Preview.
You can format notes in the Library and the changes will be saved for future use.