Start by navigating to the dashboard of the Client where you'd like to add the widget. Click "Edit Dashboard".
Our Add Widget menu will automatically appear on the right-hand side of your dashboard.
Within this section, select “Objects”, and either search (using the magnifying glass in the right-hand corner) or scroll down to our Textbox widget. From here you can drag and drop the Textbox widget to where you would like it on your dashboard.
To add text to your Textbox widget, use the edit widget feature represented by the ellipsis “...” in the right-hand corner and click “Edit”.
A WYSIWYG editor will appear.
From here, you can type text, format that text, add numbered/bulleted lists, images, hyperlinks, charts, and more.
Text box widgets have a built-in spell checker to help catch spelling issues. When the text box is active, any misspelled words will be highlighted with a red squiggle underneath.
The spell check can be configured by hovering over the red or green dot at the bottom right of the text box. This will expand to show an on/off button and settings, where you can configure what the spell checker suggests or ignores.
Once you've finished editing your text box, click save in the upper right-hand corner of the report editor to save these changes.
Note: Textbox widgets have a limit of 5000 characters, including markup. Be cautious of this when filling in your textbox, as anything over 5000 characters will be deleted upon saving.