Inserting images in rich text fields

Add visual content directly within any rich text field in Projects or Mission Control to ensure your workpapers are thorough and succinct.

How it works

You can insert images in any rich text field. This is useful when you need to include visual information in-line with text content.

For example, many organizations rely on flowcharts as a primary method to visualize and show detailed workflows within a given area. You can insert a flowchart diagram within a narrative description field to support your narrative documentation.

Rich text fields

You can insert images in rich text fields on any of the following pages in the Projects app:

• Planning
• Planning File
• Objective
• Narrative
• Risk
• Control
• Execute Procedure / Walkthrough
• Test Plan
• Testing
• Issue Information / Retest Information
• Action
• Results
• Results File
• Assurance Plans
• Compliance Maps

Supported image file types

You can insert any of the following supported image file types in rich text fields:

• .png
• .jpg
• .jpeg
• .tiff
• .bmp
• .gif

Maximum file size

The maximum file size for individual images is 1GB.

Mission Control

The same workflow for inserting images in rich text fields in the Projects app applies to rich text fields in Mission Control. You can insert images in rich text fields on any of the following pages in Mission Control:

• Control
• Execute Procedure / Walkthrough
• Testing

Diligent One for iOS and Android

You can view and remove images in Diligent One for iOS and Android. However, you cannot insert new images in rich text fields.

Images in reports

Image tags display in downloaded Projects reports, in the Reports app, and in Analytics:

• If alternative text is specified [Image: Alt text]
• If alternative text is not specified [Image]

Offline Projects

Inserting new images is not supported in Offline Projects. However, you can view and remove images. If images fail to download when you check out a section, image tags display in the rich text field instead.

Security features

To provide secure and appropriate access to images inserted in rich text fields, Diligent has implemented the following security features:

• Links to images expire based on the user’s session timeout.
• If a user tries to process a record in the Results app that contains a description field with an image, and their session has timed out, they will see [Image: Alt text] instead of the actual image.
• If the user has the appropriate access to the page in the Projects app, they will be able to see the image normally.

Permissions

Access to working papers in Projects and Mission Control depends on your assigned privilege or role. For more information, see Projects app permissions.

Insert an image

1. Navigate to the page in the Projects or Mission Control app that contains a rich text field.
2. Select the location in the rich text editor where you want to place your image, and click Image .

   The Insert Image window opens.

3. From the Image File tab, click Choose File, select a file, and click Insert Image.
4. Optional. From the Image Info tab, specify any additional image attributes:

   Option	Description
   Alternative Text	a statement that helps screen-reading tools describe the image to visually impaired readers Tip If you specify alternative text for the image, you can later search for the image by its alternative text description. For more information, see Searching for project items. Note Alternative text also displays in place of an image if the image fails to load.
   Width	specifies the image width in pixels
   Height	specifies the image height in pixels
   Lock Ratio	keeps a proportional relationship between the image's width and height
   Reset Size	displays the image in its original size
   Border	specifies an image border thickness in pixels
   HSpace	specifies the whitespace on the left and right side of the image in pixels
   VSpace	specifies the whitespace on the top and bottom of the image in pixels
   Alignment	left or right aligns the image within the rich text field

5. Select OK.

6. Wait till the image uploads and a green check mark appears at the top right corner of the image.

   Tip

   To further adjust any image attributes, right-click the image, and select Image Properties.
   

7. Select Save.