Formatted text entry

For capturing the details of your strategy, uses formatted entry fields.

You can see an example of one to the right.

Formatted entry fields allow basic formatting like:

  • bold
  • italics
  • underline
  • strikethrough
  • bullet lists
  • numbered lists
  • indents and outdents
  • hyperlinks
  • tables
  • and images

You can edit text within the screen, or click the full-screen button

Keyboard shortcuts

There are a number of keyboard shortcuts which you can use within the formatted entry fields. These include:

Action PC Mac
Bold Ctrl+B Command+B
Italic Ctrl+I Command+I
Underline Ctrl+U Command+U
Select All Ctrl+A Command+A
Redo Ctrl+Y Command+Y
Undo Ctrl+Z Command+Z
Insert Link Ctrl+K Command+K
Toggle Fullscreen Ctrl+Shift+F Ctrl+Shift+F
Find Ctrl+F Command+F


There are three ways to include images:

  1. Include by reference to an image available elsewhere.

    Simply drag the image from another web page into a formatted text box.

    Please note that if you use this method, and you share the project with other users, the image will only appear if it is also available to them. In addition, the image will only be included in Microsoft Word reports if it is available on the Internet without any restrictions.

  2. Include by uploading to our servers

    Simply click on the image button () in the toolbar ribbon for a formatted text box and full the instructions on the dialogue which pops up.

  3. By copying and pasting an image into a formatted text box

    There are no restrictions on images uploaded to our servers. However, options 2 and 3 only available to users who subscribe to our Premium service. (see Payment Plans)

Spelling and Grammar

You can also integrate with Grammarly to ensure your spelling and grammar are spot on.

If any part of this text is not clear to you, please contact our support team for assistance.