Managing Content Formatting and Styles

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.

In order to define the styles, your Responsive user role needs to have access to the Company Settings in Organization Settings. 

Use Case

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 Answer Library Content for more information.

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.

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. Login to Responsive > Organization Settings > COMPANY > Company Features
2. Scroll down to Content Formats and click Edit icon.
3. Enable Set Default Format by turning the toggle

3. Select the font from the drop-down.
4. Select the font size.
5. Select the font and its background color. You can select more colors by clicking the icon.

6. Click SUBMIT once the selections are done.

By default, the settings configured will apply to Project’s and Answer Library’s rich text editor that was created before and after the configuration.

Creating Styles for the response fields

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

To create a style, you can follow the steps below:

1. Login to Responsive > Organization Settings > COMPANY > Company Features
2. Click MANAGE STYLES & FONTS tab.

3. To create a new style, click Add New Style. The Create New Style pop-up will be displayed
4. Enter a name for the style.
5. Select the font size and family.
6. Select the foreground and background color.
7. Select the line spacing for paragraph.

 

8. Select the indentation and other styles.
9. Click SUBMIT.

The style will be added to the list of styles and can be applied in the Project’s and Answer Library’s rich text editor.

Importing Styles from Microsoft Word

You can import defined MS Word Styles into the application, that can be applied in the Project’s and Answer Library’s rich text editor in the Formatting Toolbar Styles dropdown.

• 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.

Prerequisite: Word file with the required styles defined, and Admin with access to the Organization Settings user level to import the Word doc into the Organization Settings.

To import a style, you can follow the steps below:

1. Login to Responsive > Organization Settings > COMPANY > Company Features > Content Formats > Edit

2. Click MANAGE STYLES tab

3. To import new styles, click importicon. The Import Styles and Fonts pop-up will be displayed.

 

4. Click CHOOSE FILE and browse and select a file.

5. The pop-up will be displayed as shown below:

                                    

Note: To change the imported file, click CHANGE FILE, browse and upload the new file.

Tips: Using a naming convention for your styles is important. It allows your users selecting the right style and apply it to the response appropriately.

6. Select the checkbox associated with the required styles and fonts in styles to be imported.

7. Click IMPORT. A success message will be displayed as shown below: 

All the selected styles and font will be available in the rich text editor. Below are the examples:

Answer Editor Rich Text Toolbar

Project Response Rich Text Toolbar

Note: If the name of the styles selected here already exists in the application, an alert message will be displayed as shown below: 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.

Formatting Content in the Answer Library

To format content in the Answer Library, please follow the steps below:

1. Go to Answer Library > Search for the Q&A pairs you want to change the format

2. Click on Menu > Format Content

4. Select Whole Results or specific Questions

4. Select a Format Content Option from the drop-down list. There are 4 Format Content Options:

a. Apply Font

b. Use Predefined Styles: You can select the style you created/imported by selecting this option.

c. Find and Replace Format: Finding current format and replacing it with a new format.

d. Clearing Formatting

 

5. Filter Content by Response Headers (Optional)

6. Select Font Style, Font Size, Font Color, BG Color (Background Color)

 

7. Click APPLY

Exporting Imported Styles

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

• EXPORT TO SOURCE > Use Application Font
• EXPORT TO TEMPLATE > Use Application Font Family and Size
• EXPORT TO TEMPLATE > Use Template Font Family and Size (If the imported style is available in the template)

Export to Source Using Application Font

When responses are exported using this option, it will utilize the styles and fonts has been applied in Responsive responses.

 

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

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

 

Export to Template Using Template Font and Family

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