You can use the rich text editor in progress notes, forms, letters, email modals (like sending an invoice) and all templates!
Text editor functionality
Select the table icon and select the number of rows and columns.
Click on a cell to display other table features such as adding a header, footer, cell background and more.
You can add a table header and highlight the header and change the colour.
Add a row/column by clicking the cell and clicking Insert row above/below or Insert column before/after.
You can undo/redo with the undo or redo options, or use command Z or control Z.
The paragraph functionality gives great customisation including alignment and lists.
You can create ordered lists and unordered lists.
We hope you enjoy all of the great functionality the new editor brings!
When emailing, you can also use the rich text editor - the formatting will be kept when sending the invoice.
The client communications page will also display the formatting of the email sent!