Form Builder - Fonts

Form Builder - Fonts

Purpose Statement

The Form Builder Fonts feature allows users to customize typography across forms by applying different font families to entire forms, specific blocks, individual elements, or text/DTF tags. This functionality ensures forms maintain professional appearance and meet specific formatting requirements while providing flexibility for different use cases and compliance needs.

Background Information

Font customization in Form Builder is essential for creating professional, readable forms that align with department standards and compliance requirements. The feature supports various font families and styles, with specific limitations for certain fonts like OCR-A. This functionality is particularly important for invoicing forms where clear, professional presentation is crucial for client communication and payment processing.

Required Permissions

  • Form Builder access permissions
  • Edit permissions for the specific module (Invoicing)
  • Administrative rights to modify form templates and configurations

Video


Step-by-Step Guide

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NOTES:
  1. When creating or editing a Form, fonts can be updated using the following methods.
  2. The OCR-A Font cannot be displayed in Bold or Italics, regular only.

1. Select a font to be applied to the entire Form:






2. Select a Font to apply to a Block:
  1. Select Tune (#1).
  2. Select Fonts (#2).
  3. Mouse over (#3).
  4. Select the Font to apply to the Block (#4).





3. Select Font to apply to an element within a Block:
  1. Select Font (#1).
  2. Select Font Family (#2).
  3. Select Font for the element (#3).






4. To apply a Font to text and dtf tags:
  1. Select the text and/or dtf tag to apply the Font to (#1).
  2. Select the Font Family (#2).
  3. Select the Font to apply to the text (#3).





5. Save the form to retain your changes.




Best Practices

  • Use consistent font families across related forms to maintain professional appearance
  • Consider readability when selecting fonts, especially for forms that will be printed
  • Test font rendering on both web and mobile devices before finalizing
  • Maintain contrast between text and background colors for accessibility
  • Use standard, widely-supported fonts to ensure consistent display across different systems
  • Remember that OCR-A font cannot be displayed in Bold or Italics - regular style only
  • Save frequently when making multiple font changes to avoid losing work

Troubleshooting & FAQs

Q: Why can't I make OCR-A font bold or italic? A: OCR-A is a specialized optical character recognition font that only supports regular style. This is a design limitation of the font itself, not the Form Builder.

Q: My font changes aren't showing up on the form. A: Make sure you've saved the form after making changes. Also check that you have the proper permissions to edit the form template.

Q: Can I use custom fonts not listed in the options? A: The Form Builder uses a predefined set of web-safe fonts to ensure consistent rendering across all devices and platforms.

Q: Will font changes affect existing form submissions? A: Font changes typically apply to the form template and will affect new submissions. Existing submissions may retain their original formatting depending on how they were saved.

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