When authoring an article or procedure, a rich-text editor will allow a user to customize the content in a variety of ways.
Rich-Text Editor for Articles
Rich-Text Editor for Procedures
In both the procedures and articles editors, the rich-text editor allows the user to:
Left-align, center, or right-align text
Create a numbered list
Create a multi-level numbered list
Important Note Regarding Multi-level Numbered Lists: : When creating a multi-level numbered list, the text editor will choose to repeat 1, 2, 3, etc... In the future, PolicyCo has plans to allow the user to choose their schema from the settings. It is recommended that the user leave multi-level list in the format that the editor creates automatically vs attempting to create their own with the space or tab keys.
Create a bulleted list
Create a multi-level bulleted list
Block code format
Note: This is for reference only, the code does not point to anywhere or become active.
Create a table
Important Note Regarding Tables: Please be mindful when creating large tables. Tables with large amounts of content within a single cell may not fit onto one page when downloading as a.pdf or .docx document. When there is a lot of information within one cell, it is best practice to convert your table to a list, when possible to ensure all of your content is viewable when downloading documents.
Format a table (from the table icon)
Insert column before/after
Insert row before/after
Toggle header row
Toggle header column
Note: Using the delete key will delete content inside the table. To delete the table, click the table icon and click Delete table
Note: It is recommend that the user use the insert image icon to upload an image rather than copy and paste the image. There are times that copy and pasted images do not render correctly in the downloads, but inserting will resolve this issue, should it manifest.
Note: This can be a hyperlink to an external resource or a PolicyCo link. Any URL can be used as a hyperlink.
Assign a sequence
Assign departments (procedures only)
Submit for Review
Cancel a review
Approve (articles only)
Publish (procedures only)
Edit / create a new draft
Delete a draft