How to use the Digital Advice Template Editor
About the Editor
We carefully reviewed the latest industry trends and designed a modern easy to use interface.
Some of the key features include:
Intuitive Interface
The rich text editor offers complete functionality through a very intuitive interface that you will find natural to use.
Popups
Modern all the way. Our editor dumps the old and classic popups, adding in new, styled popups for an awesome user experience.
Paste from Microsoft Word or Excel
The Digital Advice editor allows you to choose if you wish to keep or clear the formatting when pasting from Microsoft Word or Excel. This means you can keep all the styling or you can simply paste the text.
Images
Images can be inserted via drag & drop, browse or paste a URL. Drag & drop images to reposition them, click to resize, change their alignment, make them links, replace or delete them.
Tables
Keep your data organized using tables, with both basic and advanced operations on cells, rows and columns. The table might not necessarily need the whole page width and not all columns are the same. Resize them for a neat appearance. The table edit popup offers an easy and intuitive way to edit the entire table, one or multiple cells. Use the TAB key to jump through table cells or insert a new row if TAB is pressed in the last table cell.
Horizontal Line
Modern all the way. Our editor dumps the old and classic popups, adding in new, styled popups for an awesome user experience.
Advanced Linking
Easily insert web links to images. Click "Open in new tab" to open them in new browser tabs.
Video URL parsing - bring your advice to life
Easily insert videos by URL. Our rich text editor automatically parses Youtube, Vimeo, Yahoo and Daily Motion video links. Paste the link into the page and then left mouse click anywhere in the url link. The Video editing toolbar will display. Select Edit Link to change the text displayed for the url link and set to open in a new tab.
Template - It's a matter of style
Some key considerations when designing and changing a template include:
Basic Styling
Basic styling, such as bold and italic, is built-in and easy to apply.
Font Size
Change font size with pixel precision. No more "small", "medium", "large" and nothing between them.
Font Family
Give your text some personality using different font family from your custom list of available fonts.
Colour
Give your thoughts some colour. Change the text or background colour as you wish, selecting from your colour palette.
Note: Digital Advice videos are also available in eLearning
Templates Editing Location Options
Editing a strategy within Digital Advice flow
Some strategy pages will appear within the Digital Advice application allowing you to directly edit the output on the screen without needing to go into edit mode first.
Editing a strategy from the template preview (slide out / pop out)
Each page can be accessed at any time and allows you to edit by clicking on the edit pencil icon in the top right corner. Once in edit mode, make your changes and then click on the save disk icon.
Editing the template from the Scenario screen in Digital Advice
By selecting "Preview" from a Scenario card, you can open the template and make any final edits before downloading and sharing with your clients.
Editing the template in Microsoft Word
By selecting "Download" from a Scenario card, you can select the MSWord icon to download the template and make any final edits in Word before sharing with your clients.
