Formatting applies specifically for editing documents and creating new documents, however bolding and italics may be applied in work items when editing work-papers, and in comments boxes when doing regular work.
Styling text in comment boxes, editing work-papers, and documents:
|
Style |
Syntax | Example | Output |
| Bold | * * | *This is how to make the text bold* | This is how to make the text bold |
| Italic | _ _ | _This is how to change the text to italic_ | This is how to change the text to italic |
Styling text when creating and editing documents:
To make a bullet point you must create a new line in the document enter 'space' then 'dash' then 'space' ( - ).
Example of making a bullet point when editing a document:
Example of making a bullet point output:
To insert a yellow field (user-editable area directly in a document) use [[double_square_brackets]] this may also act as a highlighter to draw attention to an item.
Example of inserting a yellow field when editing a document:
Example of inserting a yellow field output:
Styling text for Headings when creating and editing documents
To make a heading with bold extra large font enter a '#' before the text.
Example of a bold extra large heading when editing a document:
Example of a bold extra large heading output:
To make a heading with large font and a line underneath enter '##' before the text.
Example of a heading with large font and a line underneath when editing a document:
Example of a heading with large font and a line underneath output:
To make a heading with large bold font (the same as entering text into heading box) enter '###' before the text.
Example of a heading with large bold font editing a document:
Example of a heading with large bold font output:
Variables:
Variables may be used anywhere to pull in data from elsewhere in the file - adding the account firm name is a common variable used (see example below):
{{account.firm_name}} – the name of the firm (as set up on sign-up but may be edited by account owner
Example of Account Firm name variable:
Example of Account Firm name output:
Other common default variables include:
{client.name}} – the job name (edit from job set up on home page)
{{firm_partner.name}} (the partner assigned to the job on A1)
{{client.current_year_end}} (edit from job set up on home page)
TIP: Open any existing documents or work-papers to see how formatting is used, and how variables are used to toggle fields on and off