Using the editing toolbar

Use the editing toolbar to add images, links to websites, generate table of contents, add headers and footers, and other formatting common to Word. When you add text, the test displays in red until you select Save Document.

Common functions include:

to insert a widget of often-used content. See Using widgets in Policy Manager.

to control whether headers and footers are different on the first or last component.

or to remove existing content and enter your own new content or open a document to insert. If you accidentally select New or Open, select Cancel to keep the original content.

Undo or Redo to remove changes or reinstate a change.

to upload a picture or other image file.

to select the number of columns and rows and insert a table. Once the table is entered, right select it to manipulate the table and display the Table Properties to change text alignment, row height, behavior on a page break, and more.

to set the appearance of the table of contents in the right pane then select Insert.

or to add text. From a header or footer, you can select to add a number variable which is incremented in the final document.

to set margins, paper size, and layout.

to add a section or page break.

to find and, optionally, replace text.

to add a comment to the document.

to copy and paste content within the document editor.

to add a placeholder that is text, a number, or a date. After selecting the Insert Metadata button, double-select the placeholder in the document. You can define the type, lengthy, and other fields. Select the METADATA button to identify the information that will be added to the document.

to add text and paragraph formatting such as font type, size, emphasis, and color as well as paragraph alignment, numbers, and bullets.