Purpose Statement
This article explains how to add and customize a Text Block within a Printable and Emailable Form using the First Due Form Builder. Text Blocks allow users to insert and format text within a form, including adjusting alignment, font size, color, and other formatting options.
Background Information
The Text Block feature in the Form Builder allows users to add customizable text to Printable and Emailable Forms.
Text Blocks can be used to provide instructions, display important information, add descriptions, or organize content within a form.
Users can customize Text Blocks using formatting options such as bold, italics, underlining, text alignment, font size, and colors. Text Blocks can also be converted into other content types, including lists, quotes, checklists, and headings.
Required Permissions
Users must have appropriate access to the Form Builder to create or modify Printable and Emailable Forms.
Video
Step-by-Step Guide
Step 1: Open the Form Builder
1. Navigate to the Form Builder in First Due.
2. Open the Printable and Emailable Form you want to edit.
Step 2: Add a Text Block
1. Within the Form Builder, select the Add button.
2. Locate and select Text from the available content options.
You can scroll through or filter the available options to locate Text.
3. Enter the desired text into the newly added Text Block.
Step 3: Customize the Text Block Using the Tune Menu
1. Locate and select the Tune option associated with the Text Block.
2. Use the available options to customize the Text Block:
Convert: Change the Text Block into a List, Quote, Checklist, or Heading.
Alignment: Align the text to the left, center, or right.
Add Data Field: Insert a data field into the Text Block.
Move Up: Move the Text Block higher within the form.
Move Down: Move the Text Block lower within the form.
Delete: Remove the Text Block from the form.
Step 4: Format the Text
1. Click directly on the text within the Text Block to access additional formatting options.
2. Use the available formatting tools to customize the text:
Convert: Convert the text into a List, Quote, Checklist, or Heading.
Link: Add a hyperlink to the text.
Bold: Apply bold formatting.
Italic: Italicize the text.
Change Case: Adjust the capitalization of the text.
Underline: Underline the text.
Font Size: Increase or decrease the text size.
Marker: Apply a highlight color to the text.
Text Color: Change the color of the text.
3. Apply the desired formatting to the Text Block.
Step 5: Save the Form
1. Review the Text Block to ensure the content and formatting are correct.
2. Select Save to save your changes.
Best Practices
- Keep Text Clear and Concise: Use straightforward language to ensure the information is easy to understand.
- Use Consistent Formatting: Maintain consistent font sizes, colors, and alignment throughout the form.
- Highlight Important Information: Use bold text, underlining, or highlighting to emphasize critical instructions or details.
- Organize Content Effectively: Use headings, lists, or checklists when appropriate to improve readability.
- Position Text Blocks Appropriately: Use the Move Up and Move Down options to organize content in a logical order.
- Save Your Changes: Always select Save after making changes to prevent losing your updates.
Troubleshooting & FAQs
How do I add a Text Block to a Printable and Emailable Form?
Open the Form Builder, select Add, locate Text, and enter the desired content.
Can I change a Text Block into another content type?
Yes. Using the Tune menu or text formatting options, you can convert a Text Block into a List, Quote, Checklist, or Heading.
How do I change the alignment of a Text Block?
Select the Tune option associated with the Text Block and choose left, center, or right alignment.
Can I change the font size and color of the text?
Yes. Click directly on the text to access formatting options, including font size, text color, and highlighting.
Can I add a hyperlink to a Text Block?
Yes. Click the text and select the Link option to add a hyperlink.
How do I move a Text Block to a different location within the form?
Select the Tune option and use Move Up or Move Down to reposition the Text Block.
How do I remove a Text Block?
Select the Tune option associated with the Text Block and choose Delete.
Why aren't my changes appearing after editing the Text Block?
Ensure you have selected Save after making your changes.