Kalix's text block element is a versatile tool designed to enhance the functionality of your documents and templates.
Whether you're creating free text documents (e.g., chart notes, letters, recommendations) or building formatted templates with headings, auto-text fields, and images, the text block element offers flexibility and ease of use.
Text blocks can be used to create and insert Quick Snippets, which are preformatted pieces of text or content that can easily be reused in other documents or templates.
This allows you to quickly insert commonly used phrases, instructions, or entire sections without having to retype or reformat them.
Once you've created a Quick Snippet using a text block, it can be seamlessly added to any document or template, speeding up and ensuring consistency in your documentation.
Here’s a detailed guide on how to make the most of the text block element in Kalix:
What is the Text Block Element?
Text Blocks are a type of document/template element that can be added to Kalix's documents and templates. For information about adding elements to templates and documents, please click here.
Text blocks support a variety of formatting options, including:
Headings for structured layouts
Bold, italics, strikethrough, and underlining for enhanced text emphasis
Creating lists using bullets and numbering to organize information clearly
Aligning paragraphs (left, right, and center) to customize the text layout
Inserting hyperlinks to add links to external websites or resources
Adding images, such as your practice logo, to enrich documents with visual content
Drawing tables to present data in a structured format
Quick Snippets creation and insertion, allowing you to store and reuse commonly used content across multiple documents or templates
Auto text fields for dynamic data entry (e.g., client name, appointment date, document date). Click Here for Detailed information.
Text blocks are customizable and, by utilizing Quick Snippets, can be reused across multiple templates or documents to save time and ensure consistency.
How to Add a Text Block Element
Follow these steps to add a text block element to a document or template:
Open Document or Template: Navigate to the document or template where you want to add a text block.
Drag the element into its desired location within the document or template.
Add Your Text: Start typing your free text, insert images, links, auto text fields, and tables, or add a Quick Snippet.
Format Your Text: Use the formatting toolbar to apply the desired style to your text. You can bold, italicize, underline, or strikethrough text, create bulleted or numbered lists, and more.
Lock Free Text Fields (Optional): You can lock the free text fields for headings or sections that must remain uneditable, ensuring that specific parts of your document (like headings) cannot be altered.
Text blocks can be used as free text editors to create documents. They can also be used to create formatted text, including adding headings, merging fields, and client instructions for documents and forms.
Formatting Options for Text Blocks
The text block element offers a variety of formatting options to make your documents & templates more professional and clear. Here are the key formatting options you can use:
Headings
Apply heading styles (H1, H2, H3, etc.) to create structure in your document.
To add a heading, highlight the text and choose the appropriate heading style from the formatting toolbar.
Bold, Italics, Strikethrough, Underlining
Emphasize specific parts of your text to ensure clarity and highlight important information.
To add a heading, highlight the text and choose the appropriate style from the formatting toolbar.
Lists (Bullets & Numbering)
Organize your content using bullet points or numbered lists for clear and concise information presentation.
Highlight the text you wish to format and choose the bullets or numbering option from the formatting toolbar.
Tables
Add tables to display information in an organized and structured format.
To insert a table, click the table icon and choose "Insert Table."
Enter the number of rows and columns you want.
Click "Insert".
Paragraph Alignment & Indent
Align your text to the left, right, or center to match the structure of your document. Insert or decrease the indent used.
Highlight the text you wish to format and choose the formatting option from the formatting toolbar.
Hyperlinks
Insert clickable links to external websites or resources for easy navigation.
To insert a hyperlink, place your cursor in the text box where you wish the link to appear.
Click the link icon and then choose "Insert Link."
Insert Table window will appear.
Paste the URL into the "Web Address" field.
Type in the "Display Text" field to the link a display label.
Select "Insert".
Images
Insert images like your business logo or other visual elements to make your document more branded and visually engaging.
To add an image, place your cursor in the text box where you wish the image to appear.
Click the image icon and upload the desired file from your computer or device.
Auto Text Fields
Automatically pull in system data such as client name, appointment date, or practitioner details. This feature helps personalize documents without manual entry.
Place your cursor on the area where you wish to add the Auto-Text Field.
Click on the Auto Text button.
Choose the appropriate field and click to select.
Quick Snippets:
Quick Snippets allow you to reuse commonly used content by quickly inserting preset phrases or formatted text blocks into your document.
To insert a Quick Snippet, select the Insert Quick Snippet from the menu in the text block (or CRL Q).
Search for the desired Quick Snippet by Look Name.
Click or press enter to select and insert.
Edit Options
If you hover over the upper right of a text block, you will see the supported edit options.
1) Move
Kalix allows you to reorder elements, including text boxes within a template.
Step 1: Click on the 'move' icon on the applicable element.
Step 2: Hold on to move the icon, scroll up or down the page to the location where you wish to move the element.
Step 3: Drop the element onto this location. Done!
2) Edit
Click on the pencil icon to edit the text block.
3) Advanced Options
Kalix’s text block element comes with advanced options that enhance control and flexibility over your documents:
To access it, hover on the light purple toolbar on the top left of the element.
Select the gears icon (as shown below).
The three advanced options for text blocks are:
Hiding Elements Externally
You can hide certain elements from Word exports or the client view of online forms.
Locked
If you use a free text field to create a heading or add instructions, you can make it uneditable (on its associated documents or shared documents). To do this, enable the Advanced Option - Locked. Click here for details.
Required
The Required function allows you to make the selected text box compulsory to fill out on the related client document or shared client document. If a required textbox is left incomplete, Kalix highlights it, ensuring that no compulsory information is missed.
4) Deleting Text Boxes
To remove an entire text box, click on the trash can.
