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Digital Advice - Toolbars

Learn how to use Digital Advice Toolbars to efficiently navigate and interact with advice screens in AdviserLogic.

Updated over 2 weeks ago

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Digital Advice Toolbars

Just like AdviserLogic, the toolbars in the Digital Advice editor are designed with ease of use in mind.

Simple

Lots of features don't have to overwhelm a user with hundreds of buttons. The Digital Advice editor smart toolbar has over all the features you need in a simple interface.

Smart - Intuitive

The Digital Advice editor toolbar groups all actions into categories. It's an intuitive toolbar where every feature is easy to find, and your most used ones are there for you.

Text format basics, fonts. size, colour and predefined style wand.

Text alignment, bullets, number lists and indentation.

Insert pictures and tables



Insert a page break or edit page margins and orientation.

Feature Rich

Digital Advice editor has a vast array of both simple and complex features to allow easy editing of your documents. By each toolbar appearing only when you need it, it keeps it simple and easy to use.

Table Toolbar

When you click into a table, the table toolbar will appear. Add or remove rows and columns, delete the table, change the table cell colour, merge cells, apply text formatting and alignment.


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Picture Toolbar

Click on an image and the picture toolbar will display. Add a hyperlink, alignment, remove, replace, add a border and send behind text.



Links Toolbar

Change the text to display for a hyperlink/website link by clicking on the link. The links toolbar will display. Use the pencil icon to edit name to display for the link.

⚠️Important

There are many similarities to other editing tools, such as Microsoft Word, designed to help you format quickly and easily. However, being slightly different, some initial time will be needed to understand these differences, once these have been understood efficiency will be increased.

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