Menu Format

Both the toolbar and the “Tools – Format” menu in docu2.me offer a variety of options to customize the appearance of your text, similar to those found in popular applications like Google Docs, Microsoft Word, and other WYSIWYG editors.

This guide details each available formatting function, explaining its use and providing practical examples.

1 – Text

The text formatting options allow you to style your text to emphasize it and improve readability.

• Menu: Access the main menu.
• Format: Click on “ Format“.
• Text: In the dropdown menu, hover “ Text“.

1.1 – Bold

Applies a bold style to the selected text, making it stand out and easier to identify. To apply this formatting, select the desired text and use one of the following options:

• Bold: In the dropdown menu, select “ Bold“.
• Shortcut key: Ctrl+B or ⌘+B

Example:

Inline Formatting

• Use the bold toolbar button Bold or type **text** or ___text___.

1.2 – Italic

Applies an italic style to the selected text, giving it a slight slant and differentiating it from regular text. To apply this formatting, select the desired text and use one of the following options:

• Italic: In the dropdown menu, select “ Italic“.
• Shortcut key: Ctrl+I or ⌘+I

Example:

Inline Formatting

• Use the italic toolbar button Italic or type *text* or __text__.

1.3 – Underline

Applies an underline style to the selected text, adding a horizontal line beneath the text. To apply this formatting, select the desired text and use one of the following options:

• Underline: In the dropdown menu, select “ Underline“.
• Shortcut key: Ctrl+U or ⌘+U

Example:

1.4 – Strikethrough

Applies a line through the middle of the selected text, indicating that it is incorrect, has been removed, or is no longer valid. To apply this formatting, select the desired text and use one of the following options:

• Strikethrough: In the dropdown menu, select “ Strikethrough“.
• Shortcut key: Ctrl+Shift+X or ⌘+Shift+X

Example:

Inline Formatting

• Use the Strikethrough type ~~text~~.

1.5 – Superscript

Raises the selected text above the baseline, commonly used for exponents, footnotes, or other annotations. To apply this formatting, select the desired text and use one of the following options:

• Superscript: In the dropdown menu, select “ Superscript“.
• Shortcut key: Ctrl+. or ⌘+.

Example:

1.6 – Subscript

Lowers the selected text below the baseline, commonly used in chemical formulas, mathematical expressions, or other notations. To apply this formatting, select the desired text and use one of the following options:

• Subscript: In the dropdown menu, select “ Subscript“.
• Shortcut key: Ctrl+, or ⌘+,

Example:

1.7 – Size

Increases or decreases the font size of the selected text.

• Size: In the dropdown menu, hover “ Size“.

1.7.1 – Increase Font Size

Increases the font size of the selected text. To apply this formatting, select the desired text and use one of the following options:

• Increase Font Size: In the dropdown menu, select “Increase Font Size“.
• Shortcut key: Ctrl+Shift+. or ⌘+Shift+.

Example:

1.7.2 – Decrease Font Size

Decreases the font size of the selected text. To apply this formatting, select the desired text and use one of the following options:

• Decrease Font Size: In the dropdown menu, select “Decrease Font Size“.
• Shortcut key: Ctrl+Shift+, or ⌘+Shift+,

Example:

2 – Paragraph Styles

Paragraph styles help organize text into hierarchical levels, making the document easier to read and structure. To apply a paragraph style, select the desired text and use one of the following options:

• Menu: Access the main menu.
• Format: Click on “ Format“.
• Paragraph Styles: In the dropdown menu, hover “ Paragraph Styles“.

2.1 – Normal Text

Defines the default document text, without heading formatting.

• Normal Text: In the dropdown menu, select “ Normal Text“.

2.2 – Heading 1

Used for the main title of the document.

• Heading 1: In the dropdown menu, select “ Heading 1“.

2.3 – Heading 2

Used for main subtitles.

• Heading 2: In the dropdown menu, select “ Heading 2“.

2.4 – Heading 3

Used for secondary subtitles.

• Heading 3: In the dropdown menu, select “ Heading 3“.

2.5 – Heading 4

Used for third-level subtitles.

• Heading 4: In the dropdown menu, select “ Heading 4“.

2.6 – Heading 5

Used for fourth-level subtitles.

• Heading 5: In the dropdown menu, select “ Heading 5“.

2.7 – Heading 6

Used for fifth-level subtitles.

• Heading 6: In the dropdown menu, select “ Heading 6“.

Block formatting

• Start a line with #, ##, ###, ####, #####, ###### followed by a space to create a heading 1, heading 2, heading 3, heading 4, heading 5 or heading 6.

3 – Align & Indent

The alignment and indentation options help organize the text within the document, providing a more structured and professional appearance. To apply an alignment or indentation style, select the desired text and use one of the following options:

• Menu: Access the main menu.
• Format: Click on “ Format“.
• Align & Indent: In the dropdown menu, hover “ Align & Indent“.

Alignment Options:

3.1 – Left

Aligns the text to the left margin.

• Left: In the dropdown menu, select “ Left“.
• Shortcut key: Ctrl+Shift+L or ⌘+Shift+L

3.2 – Center

Centers the text on the page.

• Center: In the dropdown menu, select “ Center“.
• Shortcut key: Ctrl+Shift+E or ⌘+Shift+E

3.3 – Right

Aligns the text to the right margin.

• Right: In the dropdown menu, select “ Right“.
• Shortcut key: Ctrl+Shift+R or ⌘+Shift+R

3.4 – Justify

Justifies the text, aligning it evenly to both the left and right margins.

• Justify: In the dropdown menu, select “ Justify“.
• Shortcut key: Ctrl+Shift+J or ⌘+Shift+J

Indentation Options:

3.5 – Increase Indent

Increases the paragraph indentation, moving it to the right.

• Increase Indent: In the dropdown menu, select “ Increase Indent“.
• Shortcut key: Ctrl+] or ⌘+]

3.6 – Decrease Indent

Decreases the paragraph indentation, moving it to the left.

• Decrease Indent: In the dropdown menu, select “ Decrease Indent“.
• Shortcut key: Ctrl+[ or ⌘+[

4 – Clear Formatting

Removes all formatting applied to the selected text, returning it to the document’s default style. To apply this action, select the desired text and use one of the following options:

• Menu: Access the main menu.
• Format: Click on “ Format“.
• Clear Formatting: In the dropdown menu, select “ Clear Formatting“.
• Shortcut key: Ctrl+\ or ⌘+\

Example:

Key Benefits

1. Detailed Customization: Wide range of options for formatting text and paragraphs.
2. Efficient Structuring: Paragraph styles for hierarchical content organization.
3. Visual Flexibility: Alignment and indentation options to enhance presentation.
4. Intuitive Shortcuts: Keyboard shortcuts for quick and efficient formatting.
5. Salesforce Integration: Consistent formatting in Salesforce-integrated documents.

Final Considerations

The docu2.me Format Menu provides a comprehensive set of formatting tools, allowing users to create professional and visually appealing documents directly within the Salesforce environment. This integration offers several advantages:

• Visual Consistency: Maintain a consistent style across all Salesforce-related documents.
• Creation Efficiency: Shortcuts and quick formatting options increase productivity.
• Professional Presentation: Create well-structured and visually appealing documents.
• Flexibility: Easily adapt document style to specific needs.
• Seamless Integration: Format documents without leaving the Salesforce environment.

By effectively utilizing these formatting options, users can create high-quality documents that seamlessly integrate with their Salesforce workflows, enhancing communication and presentation of important information.