Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Getting Started
- Preferences
- Activities
- Cases- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
 
 
- Email
- Importing Data
- Leads
- Marketing- Introduction to Marketing
- Event Management
- Compliance Records
- Spotler Integration- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
 
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
 
- GatorSurvey
- GatorPopup
 
 
- Integrations- SFTP/FTP Processes
- Mapping
- Docusign Integration- DocuSign Functionality
 
- Adobe Sign Integration
 
- Zapier- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
 
- Multistep Zaps
 
- Email Integrations
- Microsoft Office
 
- Auditing
- Comments
- People & Organisations- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
 
- Reporting
- Transaction Documents- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
 
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
 
- Configuration
- Workbooks Support: Your Go-To Guide
- Releases & Roadmap
Multi-line Value Tags
                            Last updated : 11th April 2025
                                                    
                                                    A list of available tags which enable you to format multi-line values for your PDF Templates.
The table below shows the tags available to enable you to format multi-line values for your PDF Templates. All tags must be matched with closing tags, for example, if you enter:
<b>Terms and Conditions.</b>
It will be displayed on your PDF as Terms and Conditions.
and
<red>Very Important.</red>
will be displayed as Very Important.
| Tag | Effect | 
| <h1> <h2> <h3> <h4> <h5> <h6> | Headings, decreasing in size | 
| <box> | A text box | 
| <center> | Centre-aligned text | 
| <left> | Left-aligned text | 
| <right> | Right-aligned text | 
| <pre> | Pre-formatted text, spaces to be preserved | 
| <b> or <bold> | Bold text | 
| <i> or <italic> | Italic text | 
| <small> | Small text | 
| <strike> | Struck-through text | 
| <sub> | Subscript | 
| <super> | Superscript | 
| <u> or <underline> | Underscored | 
| Plus colours: | |
| <aqua> | Aqua | 
| <black> | Black | 
| <blue> | Blue | 
| <fuchsia> | Fuchsia | 
| <gray> | Grey | 
| <green> | Green | 
| <lime> | Lime | 
| <maroon> | Maroon | 
| <navy> | Navy | 
| <olive> | Olive | 
| <purple> | Purple | 
| <red> | Red | 
| <silver> | Silver | 
| <teal> | Teal | 
| <white> | White | 
| <yellow> | Yellow | 
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