Amend welcome text - Investment Monitoring

Modified on Thu, 27 Mar at 1:45 PM

When reporters first enter the platform, there is a welcome text. This text can be amended so that reporters receive relevant information.


Example welcome page.


To update the text, go to Company setup, Surveys, click the applicable survey, and go to Text.


There are text boxes for the following:

  • Welcome text
  • Instructions
  • Text on collaboration
  • Text to display upon submission


Text box for welcome page text. Under Company setup, Surveys, the survey, Text.


HTML can be used to format the text and look of the welcome page. The below commands are most commonly used:


Signify a header:

###


Line break:

<br>


Add a double-row line break:

<br><br> 


Enter bullets:

<ul>
  <li>Item 1</li>
  <li>Item 2</li>
  <li>item 3</li>
</ul>


Italic:

<i>Text in Italic</i>


Bold:

<b>Text in bold</b>


Placeholders are listed on the right-hand side. For example:

Hi {UserFullName},
<br><br>
Deadline to submit the survey: {QuestionnaireDeadline}


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