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When editing an existing document, you will see the new document editor and the features available along the top of the screen, as this opens in a new window.

There are lot of different features available, broken down within each tab:

  • Home – this is the default tab where you would do any file admin, such as saving, loading or closing the document. Here, you can use the Open File option to open a local document that you may wish to edit. For example, if you have a previously prepared coversheet, you could use this option to open the coversheet, edit within the browser and then automatically save within Eploy. You also have access to any other standard formatting fields within this tab.

Note: From any tab, you can access the file menu, which will allow you to Save, Save As and Print the document.

  • Insert – This tab would be used for creating tables within your document, adding page breaks or headers / footers.

  • Page Layout – Within this tab, you can add page boarders, set the orientation or split the page into different columns. 

  • Merge Fields – You can include merge fields into your document, to draw information from the record into the body of text. Whilst this would be more commonly used when creating the template, you can use this option here for IF statements and any other merge tags.

  • View – The final tab then allows you to optimise how the page is displayed, by adjusting zoom, page width and page height options. You can also activate the spell check tools and set your language preference within View.

Copy & Paste

There is the temptation to copy and paste text or images into the body of the document to then manipulate this further. Whilst we would recommend saving any text or images to a document first and then uploading it as new, it is certainly possible to copy and paste into the document editor.

To do this, you need to access the Home tab and the follow these steps:

  • Copy the text / image from its original source.
  • Place the cursor within the document where you wish to paste the text / image.
  • Open the Home tab and see the clipboard section – you can click Paste –Client Paste from here.
  • This will open a pasting window, which will allow you to paste the text / image in and with insert it into your document.
  • This window will ensure that the source text will not corrupt the document before inserting it where required.

As a browser based editor, these steps are required to ensure that the information that you are pasting in is displayed and inserted to the document correctly.

Save AS, Save or Save & Close

Once you have finished editing the document and wish to save the document, you will find there are a number of options available. If you are ready to close the document, you can use the Save & Close option to over-write the original file to keep you changes in its place. This will also maintain the original file extension of the document. However, the Save As option will actually allow you to change the name of the document and therefor maintain the original. This will also allow you to change the file extension, meaning that you can convert the document in PDF, all within Eploy.

To find out more about creating your own templates, please see here.

 

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