SharePoint editor usage

When you edit a Process Description or an Activity, you use SharePoint's own editor. This has many similar functions in terms of formatting to Word, but is much simpler. Be aware that it has some limitations, but it is possible to create great descriptions. When you click inside the box where you can edit, you will see the menu above for what to do. There is functionality for…

• Font types and sizes with formatting such as Bold, Italic, Underline, etc

• Bullet points and numbering

• Left, right, center

• Headings - NB! if you use Heading 1, 2 or 3, this will generate links in process descriptions which is very useful

Add / insert button

Here you can add…

• Tables - this works great with a somewhat cumbersome way of setting the width (click inside the top cell and adjust in the menu above)

• Images - images may be pasted directly - or they must be loaded from a file and placed in a library that is available.

• Video - to be able to use this function, you must turn on Video in SharePoint

  • If you want to enable the use of video/images when editing a PD or activity, you must enable a SharePoint setting to add videos and images. Ask your system administrator to follow these steps to enable this:

    • Click on the gear in the upper right corner.

    • Click on "Site Settings".

    • Click "Go to Top Level Site Settings".

    • Under the "Site Collection Management" heading, click "Site Collection Features".

    • Find "Video and Rich Media" and click "Enable".

  • Videos can be loaded from

    • PC

    • Embedded - this works very well when you get embedded code from e.g. YouTube

    • SharePoint

    • Address - i.e. an internet link

• Links - we recommend not using links in the editor more than absolutely necessary - it is challenging to maintain - rather use the link function in the system which is added to the resource image and refer to this link

• Upload files

• Embedded code