In this article, you will learn about the What You See Is What You GET (WYSIWYG) Editor. The article describes how you can access it, the options this editor provides, and it outlines the best practices for its use.
Throughout the app dashboard, you will see description boxes that use the WYSIWYG editor. Most of the options are pretty straightforward and mirror those offered by well-known industry programs like Word. You can hover over an option for a hint at what it does, but the best way to learn is by diving in and experimenting yourself.
The WYSIWYG Editor exists in the Build 'Features' where you can type free text. The most common cases are the 'Info-Tier' Features. For example, you can navigate to Create -> Build and choose the 'Info-1-Tier' Feature and use the WYIWYG Editor, under the Content Tab.
WYSIWYG Editor options:
- Add HTML, by clicking the button as shown in the picture below:
- Apply Global Styling, font color
- Format paragraph
- Customize text: bold, italicize, underline, strikethrough
- Set global colors
- Add bulleted or numbered lists
- Outdent or indent
- Align text: left, center, right, justified
- Insert horizontal rule
- Change font size
- Insert image or video
- Add a table
- Add a link to text or images
- Upload a File (PDF, Word Document, etc.)
- Clear Formatting
Tips and Best Practices For the WYSIWYG Editor
- We recommend clients to type their content manually in the WYSIWYG editor rather than copy-pasting it from another document. When copying text from a document into the WYSIWYG editor, it also copies some HTML code that can cause issues when trying to reformat the text. See the Pasting Text In WYSIWYG Editor Results In Different Format KB article for more information.
- When inserting an image into your document, we recommend you use a source image with the expected final size and resolution, trying to resize an image in the WYSIWYG tool can lead to distortion or pixelation. After changing the alignment of an image, it will go back to its original size (if it was resized previously) to avoid losing quality.
- With the WYSIWYG we can add Call, Text, and Email links, please refer to Adding Call, Text, and Email Links to Info Features Using WYSIWYG Editor for clarification.
- The WYSIWYG Editor is used often in the context of building apps using the Info Tiers (Info-1 & Info-2 and Info-3) Tiers.