Purpose Statement
This article explains how to add and configure images within an Emailable and Printable Form using the First Due Form Builder. Users can insert images, customize their appearance, adjust their placement, and add formatted captions to create professional, visually organized forms.
Background Information
The First Due Form Builder allows users to customize Emailable and Printable Forms by adding various components, including images.
The Image component allows users to incorporate visual elements such as department logos, agency branding, and other relevant graphics into their forms.
Once an image has been added, users can customize its appearance using the available configuration options, including:
- Adding or removing borders
- Stretching images to fill the available page width
- Adding or removing a background
- Converting the image component to another component type
- Moving the image within the form
- Deleting the image
- Adding and formatting an image caption
These customization options help departments create forms that are visually consistent and easy to understand.
Required Permissions
Users must have the appropriate permissions to access and edit Emailable and Printable Forms within First Due.
Video
Step-by-Step Guide
Step 1: Open the Form Builder
- Navigate to the Emailable and Printable Form Builder in First Due.
- Create a new form or open an existing form that you want to modify.
- Locate the Add option within the Form Builder.
Step 2: Add an Image
- Select Add to display the list of available form components.
- Scroll through the list until you locate Image.
- Select Image.
- When prompted, select the image you want to insert.
- The selected image will appear within your form.
Step 3: Configure the Image Appearance
- Locate the image within the Form Builder.
- Select the Tune button to access the image configuration options.
- Use the available options to customize the image:
Border: Add a border around the image. Select the option again to remove the border.
Stretch: Expand the image to fill the available page width. Select the option again to return it to its previous display.
- Background: Add a background to the image component. Select the option again to remove it.
- Review the image after applying each setting to ensure it appears as desired.
Step 4: Adjust the Image Placement
- With the image selected, locate the available component management options.
- Choose from the following actions:
Convert: Change the image component to another available component type.
Move Up: Move the image higher within the form.
- Move Down: Move the image lower within the form.
- Delete: Remove the image component from the form.
- Adjust the image placement as needed.
Step 5: Add an Image Caption
Locate the caption area beneath the image.
Enter the text you want to display as the image caption.
Example: First Due
- Double-click the caption text to access additional formatting options.
Step 6: Format the Image Caption
- Double-click the caption text to display the available formatting tools.
- Use the formatting options to customize the caption:
- Convert: Convert the caption to another available text component type.
- Link: Add a hyperlink to the caption text.
- Bold: Apply bold formatting.
- Italic: Italicize the caption text.
- Change Case: Adjust the capitalization of the text.
- Underline: Underline the caption.
- Font Size: Increase or decrease the text size.
- Text Color: Change the color of the caption text.
- Apply the desired formatting to the caption.
- Review the caption to ensure it displays as intended.
Step 7: Save the Form
- Once the image and caption have been configured, locate Save.
- Select Save to retain your changes.
Best Practices
- Use Clear, High-Quality Images: Choose images that remain legible when displayed within the form.
- Maintain Consistent Branding: Use approved department logos and agency graphics to maintain a professional appearance.
- Use Borders When Appropriate: Borders can help distinguish an image from surrounding content.
- Review Image Sizing: Use the Stretch option when a wider image is needed, but verify that the image remains visually clear.
- Add Descriptive Captions: Use captions to identify logos, diagrams, or other important visual elements.
- Keep Captions Readable: Use appropriate font sizes, colors, and formatting to maintain readability.
- Organize Form Content: Position images where they best support the information presented in the form.
- Save After Making Changes: Always save the form after adding or modifying images and captions.
Troubleshooting & FAQs
How do I add an image to an Emailable and Printable Form?
Open the Form Builder, select Add, scroll to Image, and choose the image you want to insert.
Can I add a border around an image?
Yes. Select the image's Tune button and choose the Border option. Select the option again to remove the border.
Can I make an image fill the width of the form?
Yes. Use the Stretch option within the image configuration settings to expand the image across the available page width.
How do I add a background to an image?
Select the Tune button and enable the Background option. Select it again to remove the background.
Can I move an image after adding it to a form?
Yes. Use the Move Up or Move Down options to change the image's position within the form.
How do I delete an image from a form?
Select the image and choose Delete from the available component management options.
Can I add a caption beneath an image?
Yes. Enter text into the caption area beneath the image. You can then double-click the caption to access additional formatting options.
Can I change the font size and color of an image caption?
Yes. Double-click the caption to access the formatting toolbar. From there, you can adjust the font size, text color, and other available formatting options.
Can I add a hyperlink to an image caption?
Yes. Double-click the caption text and select the Link option to add a hyperlink.
Why are my image or caption changes not appearing after editing?
Confirm that you selected Save after making your changes. Review the image and caption settings to ensure the intended modifications were applied.