The HTML editor

Autotask provides an embedded page editor that allows you to design pages in either WYSIWYG or HTML mode on the following pages:

NOTE  A number of other pages feature the Rich Text editor. Refer to The Rich Text editor.

The basic functionality is the same on all pages, but there are some slight variations. For example, the Statement of Work custom footer and the HTML widget editor do not allow you to add variables.

The editor can be used in Design or HTML mode, and you can navigate between the modes by clicking the tabs at the bottom of the page.

IMPORTANT  Kaseya Helpdesk does not assist in creation, modification or troubleshooting of custom HTML notification templates!

Working in Design mode

In Design or WYSIWYG mode, the editor works much like a simple word processor, and HTML tags are not visible. Place your cursor in the editor to add text, images, style elements and variables. You can also paste the content of another document.

NOTE   While working in the editor workspace, you can right-click to access the browser-based Cut, Copy, Paste, and Delete options.

As you enter and format text and place variables, the HTML for the page is created automatically. It can be viewed and edited by clicking the HTML tab.

Working in HTML mode

In the HTML mode, you can view and edit the HTML source code that was automatically created in Design mode.

You can also paste in a design created in another HTML editor (such as DreamWeaver) and you can enter HTML code directly. Use this option if you have experience working with HTML and want to create formatting and effects that are not available in Design mode.

NOTE  Use the Format HTML check box to display the HTML code with proper line breaks and indents.

NOTE   The HTML editor does not support CSS. Also, the text-formatting options do not work in HTML mode.

NOTE   All content in this view must be within well formed HTML tags. Click here to access a free HTML validator: http://validator.w3.org/

Inserting variables in the HTML editor

For an overview of variables, refer to Using variables in the HTML editor.