Guide to the Text Editor - Compliance Assist Help Center

Guide to the Text Editor
*Note: Compliance Assist may not use every feature described.
Compliance Assist
Guide to the Text Editor
Table of Contents
1.1: Toolbar Buttons .........................................................................................................................3
1.1.1: Miscellaneous Buttons.........................................................................................3
1.1.2: Inserting Elements ................................................................................................4
1.1.3: Formatting Text Appearance............................................................................5
1.1.4: Formatting Paragraphs & Lists .......................................................................6
1.2: Image Manager ...........................................................................................................................7
1.2.1: Inserting an Image .................................................................................................7
1.2.2: Uploading an Image ..............................................................................................8
1.2.3: Editing Image Properties....................................................................................9
1.2.4: Using the Image Map Editor..............................................................................10
1.3: Working with Hyperlinks......................................................................................................10
1.3.1: Inserting a Hyperlink ...........................................................................................10
1.3.2: Modifying a Hyperlink .........................................................................................11
1.3.3: Removing a Hyperlink .........................................................................................12
1.3.4: Inserting Anchors...................................................................................................12
1.3.5: Inserting Email Links ...........................................................................................12
1.4: Working with Tables ...............................................................................................................13
1.4.1: Creating Tables using the Table Builder .....................................................13
1.4.2: Creating Tables using the Table Wizard .....................................................13
1.4.3: Inserting Tables from MS Excel or other Applications ........................14
1.4.4: Table Properties Explained ...............................................................................15
1.4.5: Cell Properties Explained ...................................................................................16
1.4.6: Inserting/Deleting Rows & Columns ............................................................16
1.4.7: Using HTML Code...................................................................................................17
1.5: Spell-Checking ............................................................................................................................18
1.6: Creating Accessible Content ................................................................................................18
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Guide to the Text Editor
1.1: Toolbar Buttons
Icon
Function
Shortcut
Spellcheck
er
Copy
Ctrl + C
Paste
Ctrl + V
Paste
Plaintext
Ctrl + V
Format
Stripper
Print
Ctrl + P
Function
Shortcut
Undo
Ctrl + Z
Description
Checks the spelling of your text. See section 7 of
the appendix for more information about spellchecking.
This button works on the selected text, image
and/or table. Select some content and click Copy.
The content is stored in the clipboard for later
use. Note that only the last copied (or cut) item is
stored in the clipboard. This tool is very helpful
when you need to type the same text many
times: just select the text, click Copy, place the
cursor on the new place and click Paste (see
below). This way you do not have to type the text
over and over. This procedure works for images
and tables as well. NOTE: When using Firefox, you
must use the keyboard shortcut to complete this
operation. Clicking the icon will not work
correctly.
After you have either Cut or Copied an item (text,
image, etc.), you can Paste it using this button.
Place the cursor where you want the item to
appear and click Paste. NOTE: When using
Firefox, you must use the keyboard shortcut to
complete this operation. Clicking the icon will not
work correctly.
After you have either Cut or Copied an item (text,
image, etc.), you can Paste it using this button.
The Paste Plaintext button works similarly to
Paste from Word, but it removes all HTML
formatting and pastes plaintext, preserving the
line breaks. NOTE: When using Firefox, you must
use the keyboard shortcut to complete this
operation. Clicking the icon will not work
correctly.
Removes Microsoft Word, custom or all
formatting.
Launches the printer dialog box. Select and
configure your printer, then click OK or Print to
print the contents of the editor.
1.1.1: Miscellaneous
Icon
3
Description
Click to undo your last changes. This includes but
is not limited to inserting tables, moving images
Compliance Assist
Guide to the Text Editor
Redo
Help
Design
Mode
HTML
Mode
Full Screen
Mode
and formatting text. Expand the dropdown list to
select multiple actions to undo.
Ctrl + Y
Click to redo the last undone action. Expand the
Ctrl + Shift dropdown list to select multiple actions to redo.
+Z
Opens a new window with a short description of
each button, its functions and a keyboard
shortcut if one is available.
Switches the editor to WYSIWYG design mode.
Switches the editor to HTML design mode. See
section 6 of the appendix for more information.
Expands the editor to the full screen. When in full
screen mode, click this button again to return the
editor to its previous state.
Toggles borders of all tables within the editor to
be either “on” or “off”. The “on” function works
on tables with hidden borders. See section 4.4 of
the appendix for more information.
Zooms in or out on the editable area.
F11
Toggle
Table
Borders
Zoom
1.1.2: Inserting Elements
Icon
Function
Shortcut
Image
Manager
Ctrl + G
Insert
Hyperlink
Remove
Hyperlink
Insert
Table
Insert
Symbol
Description
The image dialog allows you to insert, upload,
create thumbnails and set image properties. See
section 2 of the appendix for more information
about the Image Manager.
This button allows you to create a hyperlink from
the selected text, number or image. In the
hyperlink dialog, you need to choose the type of
Ctrl + K
link you want to insert: Hyperlink, anchor or email. See section 3 of the appendix for more
information about Hyperlinks.
Select an image or text in a hyperlink, anchor or
Ctrl + Shift e-mail link and click this button to remove the
+K
link. See section 3 of the appendix for more
information about Hyperlinks.
Inserting a table into the editor is similar to
Microsoft Word: just click the button and select
the number of rows and columns you would like
to create. The table will be inserted at the
cursor’s position. See section 4 of the appendix
for more information about Tables.
Click this button to display a dropdown list of
built-in special characters. Select a character to
insert it at the cursor’s position.
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Insert Date
Allows you to create a preset hyperlink on the
selected text, number or image. Select the object
you wish to be a link, click dropdown and select
the link you would like to use. See section 3.6 of
the appendix for more information.
Inserts the current date into the editable area.
Insert Time
Inserts the current time into the editable area.
Insert
Source Link
1.1.3: Formatting Text Appearance
These buttons work on a selected portion of text. For some tools, it is enough to position the
mouse cursor in the middle of a word to apply the necessary formatting.
Icon
Function
Shortcut
Bold
Ctrl + B
Italic
Ctrl + I
Underline
Ctrl + U
Strikethrou
gh
Convert to
Lower Case
Convert to
Upper Case
Text
Foregroun
d Color
Text
Backgroun
d Color
Description
Select some text and click to apply bold
formatting to it. If the cursor is in the middle of a
single word, clicking this button applies bold
formatting to the entire word.
Select some text and click to apply italic
formatting to it. If the cursor is in the middle of a
single word, clicking this button applies italic
formatting to the entire word.
Select some text and click to underline it. If the
cursor is in the middle of a single word, clicking
this button will underline the entire word.
Select some text and click to strikethrough it. If
the cursor is in the middle of a single word,
clicking this button will strikethrough the entire
word.
Converts all of the selected text to lower case.
Converts all of the selected text to upper case.
Allows you to change the font color of the
selected text.
Allows you to change the background color of the
selected text.
When typing text, you can click this button to
make the text that follows superscript. The button
also works on selected text. You need to click the
button again to switch to normal text typing.
When typing text, you can click this button to
make the text that follows subscript. The button also
Superscript
Subscript
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Guide to the Text Editor
works on selected text. You need to click the
button again to switch to normal text typing.
1.1.4: Formatting Paragraphs & Lists
Icon
Function
Shortcut
Left Align
Description
Align the selected paragraph to the left.
Center
Center the lines in the selected paragraph.
Right Align
Align the selected paragraph to the right.
Justify the selected paragraph.
Justify
Remove
Alignment
Removes alignment from the selected paragraph.
Horizontal
Rule
Indents a paragraph to the right. Each time this
button is clicked, the paragraph is indented
further to the right.
This button works only if an indent has been
applied to a paragraph beforehand. To use this
button, click anywhere in the paragraph you want
to decrease the indent of and click Decrease
Indent.
Allows you to select all content within the text
box.
Select some text or place the cursor inside a
paragraph and click this button to make the text a
numbered list. Click the button again to return
the numbered list to a regular paragraph of text.
Select some text or place the cursor inside a
paragraph and click this button to make the text a
bulleted list. Click the button again to return the
bulleted list to a regular paragraph of text.
Allows you to change the paragraph style. Click
anywhere in the paragraph to be formatted and
select the preferred style from the dropdown.
Allows you to insert a new paragraph. There is a
difference between clicking this button and
pressing Enter. Press Enter to create a new line
and keep the paragraph formatting. Click New
Paragraph to create a paragraph with different
paragraph settings that can be changed later on.
This feature is important when applying
indentation and justification to text.
Inserts a horizontal line below the cursor’s
position.
Track
Changes
Find
A minimal track changes tool that highlights
changes done in one setting.
Used to find certain text within the text box.
Increase
Indent
Decrease
Indent
Select All
Numbered
List
Bulleted
List
Paragraph
Style
New
Paragraph
Ctrl +
Enter
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Guide to the Text Editor
1.2: Image Manager
The Image Manager dialog allows you to browse folders just like in Microsoft Windows
Explorer. You are able to perform the following tasks
- Browse folders and files
- Sort files by name and type
- Preview images, zoom in and out
- Upload new images
- Create new subfolders
- Delete files and folders
1.2.1: Inserting an Image
1. Position the cursor where you would like to insert the image.
2. Click the Image Manager button from the toolbar. A dialog box will appear.
3. To go to a new subfolder, double-click its name. To go to the parent folder, double-click
the up arrow.
4. Locate the image file you wish to insert and click it once. A preview of the image appears
in the right-hand side of the dialog.
5. Click Insert to finish or Close to cancel the operation.
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Guide to the Text Editor
1.2.2: Uploading an Image
You can use the Image Manager dialog to upload images from your computer to the site. Once
uploaded, the image appears in the Browse Files tab at the bottom of the file list in the current
folder. To upload new images to the site, do the following:
1.
2.
3.
4.
5.
Click on the Image Manager button to open the dialog.
Navigate to the folder in which you wish to upload the image.
Click the Upload Image tab.
Click Browse to select an image from your computer.
Click Upload
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1.2.3: Editing Image Properties
Once an image is inserted into the editor, you can manage its properties through the right-click
context menu.
The image properties that can be managed are described below:
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Border Width: Specifies the width (thickness) of the image border. Select “No Border” to
remove the border.
Border Color: Specifies the color of the image border.
Image Alt Text: Specifies the alternative text to display in some cases instead of the image.
Long Description: This is an Accessibility option. This text will be read by the Windows
Narrator tool.
Image Alignment: Specifies the alignment of the image with respect to the adjacent text
and/or images. When you choose left or right alignment, the text wraps around the image.
Horizontal Spacing: Specifies the spacing (distance to the left and right) between the image
and the adjacent text and/or images.
Vertical Spacing: Specifies the spacing (distance to the top and bottom) between the image
and the adjacent text and/or images.
Width: Specifies a custom width for the image. Proportions may be constrained to avoid
distortion. The image is not resampled or modified, but rather displayed with the specified
width.
Height: Specifies a custom height for the image. Proportions may be constrained to avoid
distortion. The image is not resampled or modified, but rather displayed with the specified
height.
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1.2.4: Using the Image Map Editor
An image map allows you to create images containing one or more invisible regions with link to
other pages. To create an image map, perform the following steps:
1. Right-click on an image in the editor and select “Image Map Editor” to open the Image Map
Editor.
2. Create a hotspot in the image by selecting the shape type, click, and dragging within the image
to set the size of the image map area.
3. The new created image map can be customized in the Properties pane. The URL for the link can
also be set here.
Click OK to insert the modified image map into the content area.
1.3: Working with Hyperlinks
*A Note about Hyperlinks:
While the Hyperlink Manager allows you to reference external websites in Accreditation and
Program Review reports, the Compliance Assist team at Campus Labs recommends that you use
the URL Sources toolbar instead of the Hyperlink Manager to better keep track of the external
websites you are referencing.
1.3.1: Inserting a Hyperlink
1. Select the text or object you wish to set as a hyperlink.
2. Click the Hyperlink Manager button. The Hyperlink Manager dialog appears.
3. Either enter into the URL field a web address you wish the link to point to or choose an
anchor inserted in the current document from the Existing Anchor dropdown list.
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4.
5.
6.
7.
Fill in the Link Text field if you wish to specify the text of the link (optional).
Select the type of the link (optional – you may leave it at the default value).
Select a target for the link (optional).
Enter a tooltip. This text will appear when the mouse cursor is placed over the hyperlink
(optional).
8. Click OK.
1.3.2: Modifying a Hyperlink
1. Click inside the hyperlink (or in the image if it is an image link).
2. Right-click to open the context menu and click Set Link Properties. Alternatively, you may
click the Hyperlink Manager button again. The Hyperlink Manager dialog will appear.
3. Modify the hyperlink attributes (explained in section 3.1 above) and click OK.
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Guide to the Text Editor
1.3.3: Removing a Hyperlink
1. Select the text or image that has been set as a hyperlink.
2. Click the Remove Hyperlink button. You will notice that all formatting related to links (blue
color, underlining, etc.) will be removed from the text. This holds true for inserted
documents as well.
1.3.4: Inserting Anchors
The anchor function is particularly helpful if you have a very long web page. With this function,
your readers will be able to jump from one section of the page to another. In other words, the
anchor is used for hyperlinks that lead to the same page or a particular place on another page.
The anchor defines the destination to which a hyperlink will lead. You may then create the
hyperlink and point it to the anchor.
1. Define the anchor. Place the cursor where you wish the hyperlink to lead to.
2. Click the Hyperlink Manager button. Select the Anchor tab and enter a unique name for the
anchor.
3. Click OK.
4. Create the hyperlink that will lead to the anchor. Select some text or an image.
5. Click the Hyperlink Manager button again. Select the Hyperlink tab.
6. In the URL field, type “#” followed by the name of the anchor. You may also select an anchor
inserted into the current page from the Existing Anchor dropdown list.
7. Change the Type field to “Other”
8. Click OK.
1.3.5: Inserting E-mail Links
E-mail links do not lead to other web pages, but rather open the default e-mail application on
your machine and prompt you to send a message to the provided addressee. When creating email links, you can also specify the default subject for the message.
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1.
2.
3.
4.
5.
6.
7.
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Guide to the Text Editor
Select the text or image you wish to set as an e-mail link.
Click the Hyperlink Manager button. The Hyperlink Manager dialog appears.
Click the E-mail tab.
Enter the e-mail address in the Address field.
Enter the text to appear as the e-mail link in the Link Text field (optional).
Enter the default subject for the e-mail message in the Subject field (optional).
Select a CSS class from the dropdown list to choose the link’s style (optional).
Click OK.
1.4: Working with Tables
There are two ways to create tables. The best approach in each particular situation depends on
your preferences and the table’s complexity. For simpler tables, we recommend the click-anddrag Table Builder. For more complex tables, the Table Wizard is oftentimes more appropriate.
1.4.1: Creating a Table Using the Table Builder
1. Position the cursor where you wish to create the table.
2. Click the Insert Table button on the toolbar.
3. Drag the mouse cursor to select the number of rows and columns you want. Click the left
mouse button. Alternatively, you can click-and-drag to make the selection.
1.4.2: Creating a Table Using the Table Wizard
1. Position the cursor where you wish to create the table.
2. Click the Insert Table button on the toolbar.
3. Click the Table Wizard button at the bottom to open the Table Wizard Dialog.
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
Use the Table Wizard to create your table and set its properties. To add or remove columns,
click + or – next to “Columns” and “Rows”. Click + next to “Column Span” to merge the
selected cell with the cell to its right. Click the – button to unmerge the left cell. The + and I
buttons next to “Row Span” work in a similar fashion.

If you click the Insert button, the defined table will be created. Further customization of this
table is allowed using the Table Properties, Cell Properties, and Accessibility tabs of the
Table Wizard.
1.4.3: Inserting a Table from Microsoft Excel or Other Applications
Inserting a table from Microsoft Excel or other applications into the editor is an easy Copy-Paste
operation. Most of the formatting is preserved, including borders, text, numbers and cell color.
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Formulae, however, will not be preserved.

Toggle Table Borders
If you have created a table with no borders by default, you can switch on auxiliary borders.
They are not saved in the content but only help you locate and work with your table. Toggle
auxiliary borders using the Toggle Table Borders button on the toolbar.

Formatting Tables
The Table Properties dialog allows you to fine-tune the appearance of a new or existing table.
You can reach the Table Properties tab in two ways:
1. From the Table Wizard, click the Table Properties tab.
2. Right-click inside an existing table and select Table Properties from the context menu. This opens the
Table Wizard. From here, select the Table Properties tab as shown above.
1.4.4: Table Properties Explained
Once the Table Properties tab is opened, you can set the appearance of the table. This involves
setting one or more of the following properties:
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Width/Height: Specifies the width and height of the table (in pixels or percent of the
page).
Background: Sets the background color of the table.
Alignment: Aligns the table to the left, center, or right side of the page.
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Guide to the Text Editor
Cell Spacing: Increases or decreases the space between the borders of the cells.
Cell Padding: Increases or decreases the space between the content and the border of a
cell.
Border: Includes setting the border’s width, color, and layout.
ID: Setting an ID for a table gives some options for advanced table handling.
Background Image: Sets an image as the table background.
CSS Class: Specifies a table CSS class and style. This property should only be used by
advanced users.
1.4.5: Cell Properties Explained
The Cell Properties dialog allows you to fine-tune the appearance of individual cells in a given
table. You can reach the Cell Properties tab in the same manner you reach the Table Properties
tab, explained in section 5.5 above. Once the Cell Properties tab is opened, you can set the
appearance of the individual cells. This involves setting one or more of the following properties:
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Width/Height: Specifies the height and width of the selected cell (in pixels or percentage).
Content Alignment: Aligns the content within the selected cell vertically or horizontally.
Background: Changes the background color of the selected cell.
Background Image: Sets an image as the cell background.
Content: Specifies default content for the cell. You can type the content after you insert
the table as well.
ID: Setting an ID for a cell gives some options for some better cell handling (for advanced
users).
No Wrapping: Enables/Disables text wrapping
CSS Class: Specifies a cell CSS class and style. This property should only be used by
advanced users.
1.4.6: Inserting/Deleting Rows & Columns
Once you have created a table, you can easily add or delete rows and columns. To do this, rightclick inside a table cell to display the context menu.
To insert a new row, perform the following steps:
1. Place the cursor in the row on top or beneath the row you wish to create.
2. Right-click to open the context menu.
3. From the menu, select “Insert Row Above/Below”
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New columns are inserted in a similar fashion. To delete rows or columns, simply place the
cursor in the respective row or column, right-click, and select “Delete Row/Column” from
the context menu.

Merging Cells
To merge a cell with the adjacent cell, do the following:
1. Select the cell.
2. Right-click to open the context menu.
3. From the menu, select “Merge Cells Horizontally/Vertically”

Splitting Cells
To split a cell that has previously been merged, do the following:
1. Select the cell.
2. Right-click to open the context menu.
3. From the menu, select “Split Cell”

Resizing Tables
An existing table can be resized by either specifying dimensions on the Table Properties tab
(see section 4.5 of the appendix for how to open the tab).
1.4.7: Using HTML Mode
Advanced users may wish to modify the HTML code of the content directly. The editor switches
to HTML mode with a single click of the HTML Mode button.
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1.5: Spell-Checking
The text editor features a multilingual spellchecker that is invoked when clicking the
Spellchecker button on the toolbar. You can now check your spelling asynchronously and all
your mistaken words will be highlighted inline. The context menu on every word gives you a
quick and easy way to Change, Ignore or Add the word to a custom dictionary.
1.6: Creating Accessible Content
To generate content that can be interpreted by Accessibility Tools integrated into Microsoft
Windows (the Narrator, Magnifier, and On-Screen Keyboard), the editor includes additional
fields in the Table, Hyperlink, and Image dialogs.

To create accessible tables, select the Accessibility tab from the Table Wizard dialog (see
section 4.5 of the appendix for how to access the Table Wizard). Narrative software uses the
information from the fields here to produce tooltip messages for each table cell. Users with
impaired vision can see these tooltips as they hover over the cells with the mouse.

To create accessible hyperlinks, simply fill out the Tooltip field when creating a hyperlink. More
information about hyperlinks, including where to find this field, can be found in section 3 of the
appendix.

To create accessible images, simply fill out the “Long Description” field in the Image Properties
dialog. More information about image properties, including where to find this field, can be
found in section 2.3 of the appendix.
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