Using VisualText module

Published 28 February 2026, Updated 28 February 2026

This guide explains every toolbar button that can be available in this module.

Important: each page can show a different subset of buttons. If a button described here is missing in your page, it has been hidden for that screen.

How to read this guide

The toolbar has 4 main use cases:

1. Write and format text.
2. Insert content (line, emoji, link, image, table, date).
3. Insert dynamic placeholders (member/company/sender info).
4. Prepare printable/PDF-ready content and fillable fields.

Each section below explains what the button does, when to use it, and what appears later in the final document.

Toolbar icon reference

Icon paths below are relative to this help file. If your publishing platform uses a different base path, adjust paths accordingly.

Main toolbar buttons

Button	Icon	Icon file
Undo		undo.svg
Bold		bold.svg
Italic		italic.svg
Underline		underline.svg
Superscript		superscript.svg
Subscript		subscript.svg
Strike through		strike-through.svg
Fore color		text-color.svg
Background color		highlight-bg-color.svg
Font size	No dedicated icon	selector field
Font family	No dedicated icon	selector field
Align		align-left.svg
Line Height		line-height.svg
Bullet list		unordered-list.svg
Ordered list		ordered-list.svg
Outdent		outdent.svg
Indent		indent.svg
Block background color		cell-background-color.svg
Blocks	No dedicated icon	selector field
Print		print.svg
PDF preview		preview.svg
Line		horizontal-rule.svg
Special characters		insert-character.svg
Emojis		emoji.svg
Link		link.svg
Mailto		envelope.svg
Image		image.svg
Table		table.svg
Insert Date		calendar-alt.svg
Member Avatar		user.svg
Portal Tags		tags.svg
Page break		page-break.svg
Page orientation		orientation.svg
Header		paste-row-before.svg
Footer		paste-row-after.svg
Lock to user		lock.svg
Input text		input.svg
Checkbox		selected.svg
Radio button		radio.svg
Textarea		textarea.svg
Dropdownbox		dropdown.svg
Add Member signature		signature.svg

Table context-menu actions

Action	Icon	Icon file
Delete table		table-delete-table.svg
Insert row before		table-insert-row-above.svg
Insert row after		table-insert-row-after.svg
Delete row		table-delete-row.svg
Insert column before		table-insert-column-before.svg
Insert column after		table-insert-column-after.svg
Delete column		table-delete-column.svg
Insert header row		table-top-header.svg
Alternate row highlight		table-row-properties.svg

Text and paragraph formatting buttons

Button	What it does	Typical use	What you see later
Undo	Restores the previous content state.	Fix accidental edits quickly.	Previous version of your text reappears.
Bold	Makes selected text bold.	Titles, key words, warnings.	Heavier text weight.
Italic	Makes selected text italic.	Emphasis, foreign words, notes.	Slanted text.
Underline	Underlines selected text.	Headings or highlighted terms.	Underlined text.
Superscript	Raises selected text above the baseline.	Exponents, references.	Small raised text.
Subscript	Lowers selected text below the baseline.	Chemical formulas, indexes.	Small lowered text.
Strike through	Draws a line through selected text.	Mark obsolete text without deleting it.	Text with strike line.
Fore color	Changes text color for selected text.	Emphasis by color.	Selected words change color.
Background color	Highlights selected text background.	Marker-like highlights.	Colored background behind selected text.
Font size	Changes selected text size.	Improve readability hierarchy.	Text appears larger/smaller.
Font family	Changes selected text font.	Match document style needs.	Selected text uses chosen font.
Align	Sets paragraph alignment: left, center, right, justify.	Layout and readability control.	Paragraph alignment changes.
Line Height	Sets line spacing of the selected block (1 to 2).	Dense text vs airy text layout.	More or less vertical spacing.
Bullet list	Converts current block to an unordered list. Styles: Default, Circle, Square.	Checklists and unordered points.	Bullet list block.
Ordered list	Converts current block to a numbered list. Styles include Default, Lower Alpha, Lower Greek, Lower Roman, Upper Alpha, Upper Roman.	Procedures and sequences.	Numbered list block.
Outdent	Reduces left margin (step-based).	Move text back toward left margin.	Paragraph shifts left.
Indent	Increases left margin (step-based).	Quotes, nested notes, visual hierarchy.	Paragraph shifts right.
Block background color	Applies background color to the whole selected block/paragraph.	Highlight full lines or sections.	Entire block gets colored background.
Blocks	Changes block type: Paragraph, Heading 1-6, Preformatted.	Headings and structured documents.	Block style changes immediately.

Notes:

• Indent/Outdent work in fixed steps.
• Color pickers keep recently used colors and a quick palette.

Insert content buttons

Button	What it does	Main options	What you see later
Line	Inserts a horizontal separator line.	None.	A horizontal rule appears.
Special characters	Opens a character picker with categories (All, Currency, Text, Quotations, Mathematical, Latin extended, Symbols, Arrows) and search.	Category + search.	Selected character is inserted at cursor position.
Emojis	Opens an emoji picker with categories (All, Symbols, People, Animals and nature, Food and drink, Activity, Travel and places, Objects, Flags) and search.	Category + search.	Selected emoji is inserted at cursor position.
Link	Inserts a clickable web link.	URL, Title, optional “Open in new window”.	Text becomes a clickable link.
Mailto	Inserts an email link.	Email address, Title.	Text becomes a clickable email link.
Image	Inserts an image from a source URL.	Source URL, Align (Default/Left/Right).	Image appears in content (resizable when selected).
Table	Opens a grid picker to insert a table size (up to 10 columns x 10 rows).	Choose table size by hover/click in grid.	Table is inserted and can be edited/resized.
Insert Date	Inserts current date in a chosen format.	Multiple ready-made formats.	Selected date format appears as text.
Member Avatar	Inserts a round avatar image for a selected member.	Member search, Align (Default/Left/Right).	Member photo appears in the document.
Add Member signature	Inserts a signature placeholder/image for a selected member.	Member search, Width.	Signature block appears at cursor position.

Table editing actions (after inserting a table)

After a table is inserted, right-click inside the table to open table tools:

Action	Result
Delete table	Removes the entire table.
Insert row before	Adds a row above current row.
Insert row after	Adds a row below current row.
Delete row	Removes current row.
Insert column before	Adds a column before current column.
Insert column after	Adds a column after current column.
Delete column	Removes current column.
Insert header row	Adds a table header row.
Remove header row	Removes existing header row.
Alternate row highlight	Applies alternating row highlight style.
Disable alternate row	Removes alternating row style.

Dynamic placeholder and document automation buttons

These buttons are used when your document should be auto-filled later (for example with contact/company/sender details).

Portal Tags

The Portal Tags button inserts placeholders that are replaced later with real data.

Main categories available:

1. Contact
2. System
3. Sender

Examples of Contact fields:

• Given name, Last name, Additional given name, Gender
• Licence number, Date/place of birth, Citizenship, Visa expiry
• Address/postal address, Phone/Cell/Fax, Skype, Email, Group name
• Emergency reference fields (name, relationship, address, phones, email)
• Roles, responsibilities, tasks, enrolled courses

Examples of System fields:

• Company name, address, ICAO location code, website
• Administrator email
• Dynamic system date formats

Examples of Sender fields:

• Same profile family as Contact, but for the sender account

What you see later: placeholders are stored in the content and then resolved with real values at runtime/output.

Print/PDF control buttons

Button	What it does	Key options	What you see later
Print	Opens browser print for the current editor content.	None.	Print dialog opens.
PDF preview	Opens a generated PDF preview in a new tab/window.	None.	PDF preview page opens.
Page break	Inserts a “new page” command.	Page size (US Letter, US Legal, US Tabloid, A4, A3) + Orientation (Portrait/Landscape).	PDF output starts a new page with selected setup.
Page orientation	Inserts orientation command for following content.	Portrait or Landscape.	PDF orientation switches at that point.
Header	Inserts header style command.	Available types: None, Company logo, Big company logo, Complete, Complete and date.	PDF header style changes from that point.
Footer	Inserts footer style command.	Available types: None, Page #, Page # and signature, Company address centered, Electronic Certified page.	PDF footer style changes from that point.
Lock to user	Inserts a visibility lock command.	User list is page-defined (for example Anonymous and/or named users).	Content can be limited to selected user context.

Fillable form field buttons

These buttons insert fields intended for fillable documents.

Button	What it inserts	Options in dialog	Recommended use
Input text	Single-line text input field.	Default text, Width.	Short answers (name, code, value).
Checkbox	Checkbox with editable label text.	Default text, Checked on/off.	Yes/No confirmations.
Radio button	Radio button with editable label text.	Default text, Group id number.	Single choice inside a group.
Textarea	Multi-line input field.	Default text, Width, Height.	Longer comments/notes.
Dropdownbox	Select list field.	Width, item list entered line by line in value=title format.	Controlled choice lists.
Add Member signature	Signature field tied to selected member.	Member, Width.	Signature zones in formal documents.

User flow examples

Example A: Build a simple policy letter

1. Write title and body text.
2. Use Blocks to set headings.
3. Use Align, Line Height, and Font size for readability.
4. Add Link and Image if needed.
5. Insert Page break and set Header/Footer.
6. Run PDF preview before final publication.

Example B: Build a fillable checklist

1. Create section headings with Blocks.
2. Insert Checkbox and Input text fields.
3. Use Radio button groups for exclusive choices.
4. Insert Textarea for remarks.
5. Add Add Member signature at the end.
6. Check final behavior in PDF preview.

Example C: Build a personalized communication template

1. Write message text.
2. Insert Portal Tags for Contact/System/Sender values.
3. Optionally insert Member Avatar.
4. Use Print for quick visual checks and PDF preview for final output behavior.

---

Validation rules and common blocking situations

1. Member search fields (Avatar/Signature) require typing before selection; insert is meaningful only after selecting a valid member.
2. Signature insertion requires a selected member; otherwise nothing is inserted.
3. Width/size fields enforce minimum values (for example small numeric limits on inputs, textarea, dropdown, and signature width).
4. Dropdownbox expects one item per line in value=title format. Incorrect lines can create empty or incomplete options.
5. Link/image/mail fields can still be inserted with incomplete text; review content before publishing.
6. Table insertion is limited by the visible grid selector (up to 10×10 in the current toolbar).

---

Quick best practices

1. Draft text first, then apply styling.
2. Use headings (Blocks) instead of only bold text for better structure.
3. Use Portal Tags only where auto-filled data is truly needed.
4. For printable forms, always run PDF preview before sharing.
5. Keep one final Print check for spacing/alignment consistency.