Inserting content (texts, graphs, tables, images, and .pdf files)

Knowledge Base
Latest topics

To insert any type of content in the document body requires to create content blocks. To create such a block, click on the button ( + ) inside the document; the number of creative blocks is unlimited, with up to three columns per block:

Insertion of content

To include any content, requires first to add a text block, according to the guidance above.

To add graphs, images and tables click on the (+) button in the option header:

Then, a new screen with options will open:

Adding Tables

Presently, the module includes financial tables previously created in other modules as: Balance Sheet, Statement of Change of Net Assets, Direct and Indirect Cash Flow, Statement of Added Value.

Some tables come in two types of versions: Presentation Version (same as the Accountfy tables) and Note Version (black and white):

Insertion of content

To insert a PDF or a new page in your document / presentation, select ( + ) at the end of the last page:

Adding a file: By clicking on this option, a new modal will open to upload a PDF file.

Creating a new section: by choosing this option, a new modal will open for configuration of the new section, with option to choose between A3 or A4 formats, and picture or landscape orientation:

Adding a customized table

To add a customized table, choose the option “Empty Table”; all customizations will be carried out on the customization screen of the empty table:

Customization Tabs

  1. Basic Actions
    Fonts:
    Styles: bold, italic, underscored, double underscored and strikethrough;
    Size and type of fonts;
    Text and filling color;
    Alignment:
    Left, right, central, or justify;
    Text orientation and text breakup;
    Merge cells;
    Numbers:
    Number formats (general, accounting, percentage, etc);
    Increase or reduce number of decimal places;
    Percentage style and thousands separator;
    Styles:
    Conditional formatting;
    Formatting as a Table;
    Cell styles and states;
    Cells:
    Insert, delete and format;
    Insert:
    Import Accountfy information.
  2. Other actions:
    Data handling tools:
    Data validation;
    Show/Hide:
    Line and column headers;
    Vertical and horizontal grid;
    Tabs.

Adding Graphs

To add graphs to your document, you first need to have at least one graph previously created in the graph creation module.

Graph configuration allows to:

  • Include the document reference date
  • Choose a specific reference date
  • Change the size of the graph: compact, normal, or large

Adding Images

There are two ways to add images to the document; clicking on the button “select from your computer” and choosing the image or dragging it directly to the screen:

All images saved in the system are stored in the “My Library” tab for easy recovery.