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Managing Content Formatting and Styles

Overview

Responsive allows you to manage your content format, styles and fonts. You can configure the formatting settings in Responsive to be established as default format or style options in the Project's and Answer Library's rich text response editor.

If you need to follow your company's style guide and the style you want to use is not currently in Responsive, you can import them into the application and then apply the styles to the response fields.

See Formatting Content in the Content Library for more information. 

Permissions

You must have access to the Company Settings in Organization Settings in order to define styles. 

Understanding Format and Style Priorities

To ensure your content looks exactly as you intend, it's important to understand how the various formatting options interact and which take priority. Here's a breakdown of the priorities for the formats and styles.

  • Default Content Format: This is the lowest level and serves as the baseline formatting for all content unless overridden by the other options.
  • Custom Content Style: This comes next. If you apply a custom style, it will override the default format but be overridden by direct styling.
  • Direct Content Styling: This takes the highest priority. Any formatting you apply manually in the rich text editor will override all other styles.

Select the applicable tab for your edition of Responsive.

  • Defining Default Content Formats

    You can define the default format that will be applied in the Project’s and Answer Library’s rich text editor.

    To define the format, you can follow the steps below:

    1. Go to Organization Settings > Company > Company Features.
    2. Scroll down to Content Formats and click Edit, then turn on the Set Default Format toggle.
      Screen_Shot_2020-04-18_at_3.46.42_PM.png
    3. Select the font, the font size, and the font and background colors.
      Note: You can select more colors by clicking the Eye Dropper mceclip1.png icon.
    4. Click Submit once the selections are done. By default, the configured settings apply to the Project Answer Library rich text editor that was created before and after the configuration.

    Creating Styles for the Response Fields

    You can create styles in the application that can be applied to the Project and Library rich text editor.

    1. Go to Organization Settings > Company > Company Features, then click Edit next to Content Formats.
    2. Click the Manage Styles & Fonts tab.
      Screen_Shot_2020-04-18_at_3.44.32_PM.png
    3. Click Add New Style, then enter a name for the style.
    4. Select the font size and family, the foreground and background color, and the line spacing for paragraph.
      mceclip0.png
    5. Select the indentation and other styles, then click Submit. The style will be added to the style list and can be applied in the Project and Library rich text editor.
      mceclip2.png

    Importing Styles from Microsoft Word

    You can import defined Microsoft Word styles if you have a Word file with the required styles defined.

    • Imported styles can only be applied to the Response field and for text only; bullets are not supported by this styles toolbar. See Working With Response Templates to learn how to apply styles to the sections, headers, and footers.
    • The Highlighter function in the Responsive app is not the same as the Highlighter function in Word (we apply a background color instead). As a best practice, we recommend removing the highlighting in Word and then building a style with the shading in  so it can be easily applied/removed.
    • Using a naming convention for your styles is important. It allows your users to select the right style and apply it to the response appropriately. If the name of the styles selected here already exists in the application, an alert message displays. You can either import with the same names or can change the name in the imported files in Word, save, and import again with the new saved name.

    The styles can be applied in the Project and Library rich text editor in the Formatting Toolbar Styles drop-down menu.

    1. Go to Organization Settings > Company > Company Features, then click Edit next to Content Formats.
    2. Click the Manage Styles & Fonts tab, then click the Import mceclip1.png icon.
      mceclip3.png
    3. Click Choose File, then browse and select your file.
    4. Check the box associated with the required styles and fonts in styles to be imported.
      Note: Click Change File to change the imported file.
      Screen_Shot_2020-04-20_at_12.17.31_PM.png
    5. Click Import. A success message is displayed and the selected styles and fonts will available in the rich text editor.
      • Answer Editor Rich Text Toolbar example:
        Screen_Shot_2020-04-20_at_12.20.56_PM.png
      • Project Response Rich Text toolbar example:
        Screen_Shot_2020-04-20_at_12.22.17_PM.png

    Formatting Content in the Content Library

    1. In the Content Library, check the box for the Q&A pairs you want to change the format for, then click ...More and select Format Content.
      format_content.png
    2. Select one of the following from the Format Content Options menu and complete the required information:
      format_content_applied.png
      • Apply Font
      • Use Predefined Styles: Select the style you created/imported by selecting this option.
      • Find and Replace Format: Find current format and replacing it with a new format.
      • Clear Formatting
    3. Click Apply.

    Exporting Imported Styles

    Once imported styles are applied to responses, you can export them retaining the responses in the  imported styles in the following ways:

    • Export to Source using Application Font
    • Export to Template using Application Font Family and Size
    • Export to Template using Template Font Family and Size (if the imported style is available in the template)

    The option you select influence the final export. See the information below, and Tips and Tricks for Getting More Consistent Exports Using Response Templates, for more information.

    Export to Source Using Application Font

    When responses are exported using this option, they the styles and fonts that have been applied in Responsive.

    mceclip0.png

    Only the style formats need to match, style name need not be the same. If the imported style is available in the source file, it will be displayed in the Styles Gallery and will be highlighted to indicate it in the applied style.

    mceclip5.png

    If the imported style is not in the source file, text that have the formatting applied will be displayed as using Normal style.

    mceclip3.png

    When exported to source file using source font or selected font, the imported styles applied in the response will not be retained. It will be overridden with the source font/ selected font.

    Export to Template Using Application Font and Family

    When responses are exported using this option, the imported styles and fonts applied for responses will be displayed in the exported file as such.

    mceclip1.png

    Only the style formats need to match, style name need not be the same. If the imported styles are available in the template file, it will be highlighted with the style name in the exported template file.

    mceclip6.png

    If the imported style is not present in the template file, it will be highlighted as Normal style.

    mceclip4.png

    Export to Template Using Template Font and Family

    When this option is selected, styles specified in the Word template are applied to your answers.

    mceclip2.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Defining Default Content Formats

    You can define the default format that will be applied in the Project’s and Answer Library’s rich text editor.

    To define the format, you can follow the steps below:

    1. Go to Organization Settings > Company > Company Features.
    2. Scroll down to Content Formats and click Edit, then turn on the Set Default Format toggle.
      Screen_Shot_2020-04-18_at_3.46.42_PM.png
    3. Select the font, the font size, and the font and background colors.
      Note: You can select more colors by clicking the Eye Dropper mceclip1.png icon.
    4. Click Submit once the selections are done. By default, the configured settings apply to the Project Answer Library rich text editor that was created before and after the configuration.

    Creating Styles for the Response Fields

    You can create styles in the application that can be applied to the Project and Library rich text editor.

    1. Go to Organization Settings > Company > Company Features, then click Edit next to Content Formats.
    2. Click the Manage Styles & Fonts tab.
      Screen_Shot_2020-04-18_at_3.44.32_PM.png
    3. Click Add New Style, then enter a name for the style.
    4. Select the font size and family, the foreground and background color, and the line spacing for paragraph.
      mceclip0.png
    5. Select the indentation and other styles, then click Submit. The style will be added to the style list and can be applied in the Project and Library rich text editor.
      mceclip2.png

    Importing Styles from Microsoft Word

    You can import defined Microsoft Word styles if you have a Word file with the required styles defined.

    • Imported styles can only be applied to the Response field and for text only; bullets are not supported by this styles toolbar. See Working With Response Templates to learn how to apply styles to the sections, headers, and footers.
    • The Highlighter function in the Responsive app is not the same as the Highlighter function in Word (we apply a background color instead). As a best practice, we recommend removing the highlighting in Word and then building a style with the shading in  so it can be easily applied/removed.
    • Using a naming convention for your styles is important. It allows your users to select the right style and apply it to the response appropriately. If the name of the styles selected here already exists in the application, an alert message displays. You can either import with the same names or can change the name in the imported files in Word, save, and import again with the new saved name.

    The styles can be applied in the Project and Library rich text editor in the Formatting Toolbar Styles drop-down menu.

    1. Go to Organization Settings > Company > Company Features, then click Edit next to Content Formats.
    2. Click the Manage Styles & Fonts tab, then click the Import mceclip1.png icon.
      mceclip3.png
    3. Click Choose File, then browse and select your file.
    4. Check the box associated with the required styles and fonts in styles to be imported.
      Note: Click Change File to change the imported file.
      Screen_Shot_2020-04-20_at_12.17.31_PM.png
    5. Click Import. A success message is displayed and the selected styles and fonts will available in the rich text editor.
      • Answer Editor Rich Text Toolbar example:
        Screen_Shot_2020-04-20_at_12.20.56_PM.png
      • Project Response Rich Text toolbar example:
        Screen_Shot_2020-04-20_at_12.22.17_PM.png

    Formatting Content in the Content Library

    1. In the Content Library, check the box for the Q&A pairs you want to change the format for, then click ...More and select Format Content.
      format_content.png
    2. Select one of the following from the Format Content Options menu and complete the required information:
      format_content_applied.png
      • Apply Font
      • Use Predefined Styles: Select the style you created/imported by selecting this option.
      • Find and Replace Format: Find current format and replacing it with a new format.
      • Clear Formatting
    3. Click Apply.

    Exporting Imported Styles

    Once imported styles are applied to responses, you can export them retaining the responses in the  imported styles in the following ways:

    • Export to Source using Application Font
    • Export to Template using Application Font Family and Size
    • Export to Template using Template Font Family and Size (if the imported style is available in the template)

    The option you select influence the final export. See the information below, and Tips and Tricks for Getting More Consistent Exports Using Response Templates, for more information.

    Export to Source Using Application Font

    When responses are exported using this option, they the styles and fonts that have been applied in Responsive.

    mceclip0.png

    Only the style formats need to match, style name need not be the same. If the imported style is available in the source file, it will be displayed in the Styles Gallery and will be highlighted to indicate it in the applied style.

    mceclip5.png

    If the imported style is not in the source file, text that have the formatting applied will be displayed as using Normal style.

    mceclip3.png

    When exported to source file using source font or selected font, the imported styles applied in the response will not be retained. It will be overridden with the source font/ selected font.

    Export to Template Using Application Font and Family

    When responses are exported using this option, the imported styles and fonts applied for responses will be displayed in the exported file as such.

    mceclip1.png

    Only the style formats need to match, style name need not be the same. If the imported styles are available in the template file, it will be highlighted with the style name in the exported template file.

    mceclip6.png

    If the imported style is not present in the template file, it will be highlighted as Normal style.

    mceclip4.png

    Export to Template Using Template Font and Family

    When this option is selected, styles specified in the Word template are applied to your answers.

    mceclip2.png

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