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Formatting/Centering text in an Email, Worksheet or SmartDoc?

Learn what to do if you want to format in a document.

Written by Eamon
Updated over 2 weeks ago

There are two main reasons for formatting issues in a document.

1. When You Do Not Remove Formatting From Text You Are Pasting In

When you are copying in text from another source such as Microsoft Word, you should press the formatting button, and then paste in your text. This will remove any formatting that does not work in Replace replace all instances with BriteBiz.

Press this button first at the top of the text editor.

2. When You Copy In An Image That Has Formatting On It

Sometimes images can affect the HTML formatting in the Replace replace all instances with BriteBiz text editor depending on the image, similar to what might happen when adding images to emails etc.

Best practice is not to use the insert image. Best way to add images is to drag and drop the image onto the template/document from your desktop. Even still, an image can cause formatting issues. So the best practice is to add the image after you have your Heading set and Paragraph text in place.

Best Way To Format In Replace replace all instances with BriteBiz

  1. Add all your text

  2. Add formatting to your text (Center align, Bold etc)

  3. Then drag and drop any required images from your desktop onto the document.

See this video below on the best order to use if you are having formatting problems.

This video provides an overview of the various formatting options available to customize the appearance of your content. You will learn how to apply text styling, adjust alignments, and use formatting tools to enhance your documents.


How do I access the formatting toolbar?

To get started with styling your document, you first need to locate the formatting toolbar. You can find this typically at the top of your interface or by highlighting a specific piece of text to bring up the floating menu tools.

πŸ’‘ Action Steps

  • Locate the toolbar at the top of the screen

  • Highlight text to reveal context-sensitive formatting options


What are the basic text styling options?

You can apply standard styling by selecting your text and choosing Bold, Italics, or Underline. These controls allow you to emphasize specific words or phrases throughout your project to make them stand out to the reader.

πŸ’‘ Action Steps

  • Select the text you wish to modify

  • Click the B icon for Bold

  • Click the I icon for Italics

  • Click the U icon for Underline


How do I change font types and sizes?

If you want to change the typeface, click on the font's dropdown menu to see a list of available styles. Adjacent to the font name, you will find the size selector where you can increase or decrease the point size to adjust the hierarchy of your text.

πŸ’‘ Action Steps

  • Click the Font family dropdown menu

  • Select a new font from the list

  • Use the Font Size numerical field to adjust text scale


How can I adjust text alignment?

Alignment options are crucial for the layout of your page. You can choose to Left align, Center, Right align, or Justify your paragraphs. Simply click within the paragraph you want to change and select the corresponding alignment icon from the toolbar.

πŸ’‘ Action Steps

  • Place your cursor in a paragraph

  • Select the Left, Center, Right, or Justified alignment buttons


How do I apply colors to my text?

To add color, click on the Text Color icon, which usually looks like a letter 'A' with a bar underneath. This will open a color picker where you can select from theme colors or define a custom hex code for your brand.

πŸ’‘ Action Steps

  • Click the Text Color icon

  • Select a color from the palette

  • Enter a specific hex code if required


How do I highlight specific sections?

Beyond just changing the text color, you can use the Highlight tool to add a background color behind your text. This is great for callouts or important notes. Select the text and then click the Highlight icon to choose your background shade.

πŸ’‘ Action Steps

  • Select the text to be highlighted

  • Click the Highlight Color tool

  • Choose a background color


What is the best way to utilize bulleted and numbered lists?

Lists help break up dense information. You can use the Bulleted List button for items where order doesn't matter, or the Numbered List button for sequential steps. You can also use the indent buttons to create nested sub-items within your lists.

πŸ’‘ Action Steps

  • Click the Bulleted List icon for unordered items

  • Click the Numbered List icon for sequences

  • Use Indent or Outdent to manage list hierarchy


How do I clear all formatting from my text?

If you have applied too many styles and want to start over, you can use the Clear Formatting button. This removes all bolds, italics, colors, and custom fonts, returning the selected text to its default base style.

πŸ’‘ Action Steps

  • Highlight the formatted text

  • Click the Clear Formatting icon (often represented by a 'Tx' symbol)

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