Editing and Formatting Controls for Text in Templates

For email or fax templates, you can edit and format template text by using controls in an editing bar that appears when you click in the Text field in the Simple form or Advanced form.

Note: HTML formatting does not apply to templates for channels other than email or fax, even if the HTML Template check box is selected. Any formatting is eliminated when you use such a template.

You can use the editing controls, such as controls for clipboard operations, without applying HTML formatting.

For an HTML email or fax template, formatting you apply in the Text field is preserved when you save the template. For a plain-text template, such formatting is eliminated when you save the template.

Note: If you change the setting of the HTML Template check box, then the change is not apparent until you step off the record to display another template record and then reselect the record. If you clear this check box, then the HTML formatting controls are still available, and formatted text is not immediately converted to plain text. However, when you save the template, any formatting you applied is removed.