Quick text is templated wording created for fields used throughout the Plan Authoring pages.
Quick Text level set:
At a User level, will be usable by the user throughout all workspaces.
At a Workspace level, will be usable by all users in a workspace.
At a Licensee level, will be usable by all users sublevel to the Licensee.
At a Organisation level, will be usable by all users sublevel to the Organisation.
How to add Quick Text
Click on your Avatar icon
Click on My profile
Click on the Quick Text tab
Click on the Add Quick Text button
Capture a Name, the Section, Sub-section and Quick Text
Click Create
How to format your Quick text
Word formatting involves applying visual styles to text, including font size, colour, spacing, and alignment, to enhance readability and presentation.
To ensure hidden formatting isn't copied over, we recommend pasting as plain text and reformatting the text within Advice Designer
When applying font colour
Each workspace can determine its own font colour.
To ensure templated wording aligns with the workspace, clear font colour with the 'bin' icon.
How to use Quick Text
Throughout the Plan authoring pages, Rich Text Fields* have a quote icon
Click on the quote '' icon
Select the text you want to use and choose Override or Insert
💡Note: Override will remove all other text in the field and only add the selected text. Insert will leave the existing text and add the selected text to the bottom of the field.
*Rich text fields are fields that allow text to be formatted along with the input of other non text elements such as images.
