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Formatting tips for new authors

Quick tips to help authors use formatting when create content.

Caitlin Foran avatar
Written by Caitlin Foran
Updated over a week ago

Below we've got a few tips to help make your formatting and editing easier. If you've got any other tips to share, let us know through the chat!

Paste as plain text, always

If you're copy-pasting from somewhere else, use paste as plain text (use right-click or shift+cntrl+v for this option). Word documents, pdfs, websites etc. can all have loads of hidden formatting and when you do a normal copy-paste, you bring all that hidden stuff over, you just can't see it. What it does is causes strange spacing between words or lines and generally just breaks stuff, making your editing really hard work! Pasting as plain text ensures you don’t bring over hidden styles and formatting.

Use shift+enter for line breaks without the spacing

Our default in iQualify is to have a full line space between paragraphs. This means a good amount of white space and helps readability. But, we get it, sometimes you just want text on a new line without all the spacing. Using shift+enter will let you start a new line without the space.

Use linked text, not a raw url

Pop in links to sites/resources as linked text rather than the raw url. This makes it easier for learners to decipher and click. When you add a file/resource, it will automatically put the filename, e.g. File_name.doc, but you can overwrite this to anything and give a clearer/more descriptive title and remove the .doc/.pdf. This makes it so much easier to read. See How to add an external web link to a page for instructions.

Webchimp has a great style guide on how to write good links. They tell us it's much better to use descriptive key words:

'Don’t say things like “Click here!” or “Click for more information” or “Read this.” Write the sentence as you normally would, and link relevant keywords.'

For resources (link to articles, readings, videos etc.) it's also best practice to introduce the resource very briefly to say what it’s about and what learners should get out of it.

Styles and formatting

Utilise the style and formatting available to create headings, highlight text, add links and much more. Our skills course Fantastic formatting for looks and learning takes a deeper dive into formatting and how authors can make the most of it.

Applying formatting

If you want to apply formatting to your text e.g. bold/italics...

  • Highlight the text

  • Select the bold/italics icon to toggle on

To remove the bold/italics...

  • Highlight the text

  • Select the bold/italics icon to toggle off

Block styles

Block styles (e.g. reading, pullout, case study) and heading styles work in a similar way except block styles apply to a whole paragraph rather than individual words.

  • Place your cursor within the paragraph you want to style

  • Select the relevant style button to toggle on

  • Select it again to toggle off

Block styles are really useful to differentiate text and signal purpose. When adding blockstyles, try to also use these blockstyles consistently, for instance you might always use:

Image shows what the Case study block style looks like and says Use the case study block style to give examples of client situations or scenarios.
Image shows what the pull out block style looks like and says use the pull out block style for defining terms.
Image shows what the Reading block style looks like and says use the reading block style to give further reading/resources for those who want to dive deeper.
Image shows what the Tip block style looks like and says Use the tip block style to give best practice ideas or things you want readers to keep in mind.

See Course planning - Set the style to see how using a style guide can really make a difference for your learners and also save you time as an author.

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