You can use the rich text editor in progress notes, forms, letters, email modals (like sending an invoice) and all templates!

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/control + Z.

The paragraph functionality gives great customisation including alignment and lists.

You can create ordered or unordered lists.

When emailing, you can also use the rich text editor - the format you create will be kept when sending the invoice.

The client communications page will also display the format of the email sent.

We hope you enjoy all of the great functionality the editor brings!