Formatting, tables and page setup

The toolbar: text styles, alignment, lists, tables and page breaks.

The toolbar across the top of the editor. Most of it behaves as it would in Word.

The editor toolbar in two rows: zoom, the four margin boxes and the letterhead controls above; heading, font and size, bold, italic, underline and strikethrough, colour and highlight, alignment, spacing, lists and indent, page break, table, and undo and redo below — The lower row runs left to right: text, then paragraph, then structure. Page setup sits above it.

Text

Bold, Italic, Underline: Ctrl+B, Ctrl+I, Ctrl+U.
Strikethrough, Superscript, Subscript
Font Family: Default, Arial, Times New Roman, Verdana, Georgia, Courier New or Calibri.
Font Size: 8pt through 36pt.
Text Color: Black, Gray, Blue, Green or Red.
Highlight: Yellow, Blue, Green, Pink or Orange.
Headings
Clear Formatting: Strips styling back to plain text. The fix for pasted content that arrived with someone else's formatting.

Highlighting is for drafts

It prints. If you highlight a passage while deciding on wording, clear it before exporting.

Paragraphs

Align Left, Center, Right, Justify
Increase Indent / Decrease Indent: Moves a list item a level in or out. They work on lists only, and stay greyed out elsewhere — to indent an ordinary paragraph, press Tab.
Line Spacing: Single, 1.15, 1.5, Double, 2.5 or 3, and Reset to put a paragraph back to the spacing the rest of the certificate uses.
Bullet List / Numbered List
Blockquote
Horizontal Rule

Lining things up

Tab indents the line you are on and Shift+Tab takes the indent back. Inside a table Tab still moves to the next cell, and inside a list it still moves the item a level deeper.

Spaces are kept exactly as you type them, so a Place: and a Date: can be lined up by eye and a signature block can be pushed across the page. Blank lines are kept the same way.

What you line up in the editor is what prints.

Tables

Table Options inserts a table and, once your cursor is inside one, adds or removes rows and columns.

The asset and liability schedules are already tables. You can add a column for a remark, or a row for something the wizard had no section for.

Warning

Adding a row to a schedule does not add it to the certificate's data, so the net worth total will not include it. If a holding is missing, add it in the wizard instead — then the total is right and it survives into the next version.

Page breaks

Ctrl+Shift+Enter, or the toolbar button, forces the next content onto a new page.

Useful for keeping a schedule from splitting across a page boundary, or for starting the signature block on its own page.

Each enclosed Statement or Annexure already starts on a new page, and the signature block is kept on one page, so a break is only needed where you want one that is not there.

Undo and redo

Ctrl+Z and Ctrl+Y. The history covers this editing session.

Code Block

Present in the toolbar, inherited from the underlying editor. There is no reason to use it on a certificate.

Exporting the PDF

When you are happy with the page.

Last updated 30 Sept 2026

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