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 two ways to include images:

  1. Include by reference to an image available elsewhere.

    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.

    There are no restrictions on images uploaded to our servers. However, this option is 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 select "Feedback & Support" on the right of the screen and then click "Contact support" for further assistance.