Editing and formatting EMDocs (text, image, table)

Note: To edit an EMDoc, you must have at least the Edit access to the "Documents" section and respective folder containing the document (see "Roles, access levels, and access rights").

An EMDoc is composed of headings and sections. 

Headings are used to structure the document (to learn how to create headlines, please read "Organise and structure an EMDoc"). 

Sections can be text blocks, tables, images or data-driven content (pre-built tables and charts that auto-update with the latest project workspace data). So, if you want to write a paragraph, insert a text block section into the EMDoc first. Or if you want to create a table, insert the table section into the EMDoc first.

Follow the instructions below on how to create and edit different sections in an EMDoc:

Working with text

1

To create a new text section, click Text block in the Insert menu (move the mouse cursor over the area where you want to insert the text block).

Tip: You can also press the ENTER key while editing a heading to create a text block directly below it. 
2

Now start writing in the newly appeared paragraph.

Note: When you paste content from other documents here, only supported formatting is adopted.  

When writing text, you will see the text formatting options in the toolbar at the top of the document page:

  • For bold, mark the text and click the "Bold" icon.
  • For italic, mark the text and click the "Italic" icon.
  • For underline, mark the text and click the "Underline" icon.
  • For bullet or numbered lists, position the cursor and click the "Bullet list" or "Numbered list" icon; to nest a list, position the cursor and press tab or "Indent left" / "Indent right" icon.
  • To change the text alignment, click the "Alignment" icon and choose between left, center, right, and justified alignments.
  • To indent or outdent a paragraph, click either "Indent Right" (or the Tab key) or "Indent left" (or Backspace key) icons.
  • To change the text colour, click the "Font Colour" icon and choose the colour.
  • To change the text background colour, click the "Font Background" icon and choose the background colour.

Working with tables

1

To create a table, click  Table in the Insert menu (move the mouse cursor over the area where you want to insert the table).

2

To start writing, click into a cell (to add more columns and rows, click + at top right and bottom left).

While writing in the cells you will see the text formatting options in the toolbar at the top of the document page:   

  • To add another row, position the cursor in the row under which you want to add the new row and click the "Plus row" icon.
  • To delete a row, position the cursor in the row you want to delete and click the "Minus row" icon.
  • To add another column, position the cursor in the column left to which you want to add the new column and click the "Plus column" icon.
  • To delete a column, position the cursor in the column you want to delete and click the "Minus column" icon.
  • To make the text in a cell bold, position the cursor in the cell and click the "Bold" icon.
  • To italicize the text in a cell, position the cursor in the cell and click the "Italic" icon.
  • To underline the text in a cell, position the cursor in the cell and click the "Underline" icon.
  • To change the text alignment in any cell, position the cursor in the cell and and click the "Left alignment" / "Center alignment" / "Right alignment" icon.
  • To change the text colour in a cell, position the cursor in the cell and click the "Font Colour" icon and choose the colour.
  • To change the background colour of a cell, position the cursor in the cell and click the "Cell Colour" icon and choose the colour.
4

To add a caption, click into the "Table caption" field at the bottom of the table and enter the caption description.

Working with images

Images must be uploaded and stored in the "Document" section before inserting them into the document.

1

To add an image, click Image in the Insert menu (move the mouse cursor over the area where you want to insert the image). This will open the document repository.

2

In the document repository, hover over the image you want to insert and click Select (if needed browse to the correct folder).

Note: To insert an image that is not yet in the document directory, first upload it by dragging and dropping it from your desktop into the "Documents" section or clicking +Document at the bottom of the "Documents" section ( read here).
Tip: You can add several pictures at once by ticking the checkboxes at each picture and then clicking Select at the top right corner:

3

To add an image caption, click into the caption  field below the image and enter the caption description.

4

To arrange two or more images together, click + on the left of the image.

Below is an example of how 3 images are arranged next to each other:

Working with pagebreaks

1

To add a pagebreak, click Pagebreak in the Insert menu (move the mouse cursor over the area where you want to insert the pagebreak).  

Working with data-driven tables and charts

While working in an EMDoc, you can insert/embed data from your project workplace as tables and charts. These data content sections auto-update as data in your project workplace is being created or edited.

The following pre-built tables and charts are available at the moment: 

  • cover page
  • table of contents
  • list of participants
  • list of deliverables
  • list of milestones
  • list of activities
  • activities description
  • summary of staff effort
  • Gantt chart
Note: To add data content, you must have the Admin or  Manage rights level (see "Roles, access levels, and access rights"). However, once the table/chart is embedded into the document, all users with at least the Read access rights to the document can view the section.
1

To add data content, click Content in the Insert menu (move the mouse cursor over the area where you want to insert the data).

2

In the appeared window, select a data content to insert (click it, marked in orange) and then click Add.

Note: For some data content, you will see a placeholder instead the data itself as these data content section are generated in the exported DOCX-version of the document:

3

To set/update the data content's properties, click the action menu on the right and choose Properties. A sidebar will open in which you can adjust the properties.

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