Key Points

• Advanced formatting improves professionalism and readability.

• Info Box fields allow structured, formatted text.

• HTML can be used for full design flexibility (optional).

• Page Breaks control PDF layout structure.

• PDF Settings allow column and visibility control.

• Formatting enhances usability but is not required for functionality.

When to Use Advanced Formatting

Advanced formatting is most commonly used in:

• Service Agreements

• Formal Reports

• Contracts

• Policy Acknowledgements

• Structured Documents for Export

For example, the NDIS Discovery Service Agreement uses formatting to ensure it looks clean, professional, and easy to follow when exported as a PDF.

Using the Info Box Field

The main field type used for formatted text sections is the:

Info Box

There are alignment options:

• Full Width

• Left Column

• Right Column

Full Width is typically used for:

• Titles

• Large content blocks

• Service agreement sections

• Instructional content

This ensures the content spans the entire form width.

HTML Formatting (Optional)

Inside the Info Box field, you’ll see:

Default Value / Layout Field Text

In formatted examples, this may contain HTML code.

HTML allows you to:

• Change text size

• Add headings

• Apply bold or coloured text

• Add spacing

• Insert dividers

• Create structured layouts

Important

You do not need HTML to build a functional form.

You can simply:

• Type plain text

• Add spacing manually

• Use layout fields (Headlines and Subheadings)

If advanced formatting is required:

• Reach out to the FlowLogic team

• Use Word Templates as an alternative

• Or use simple formatting inside the form editor

What HTML Improves

Using HTML can:

• Improve visual hierarchy

• Highlight important sections

• Add professional styling

• Reduce visual clutter

• Improve client-facing document presentation

This is especially useful for externally shared documents.

Page Breaks

You may notice clean section separation in exported PDFs.

This is achieved using:

Page Break Settings

To enable a page break:

1. Edit the relevant field

2. Scroll to PDF Settings (right-hand side)

3. Enable Page Break

This ensures:

• Content starts on a new page

• Sections do not overflow awkwardly

• PDF layout remains structured

Page Breaks affect the exported PDF only — not the on-screen form layout.

Additional PDF Settings

Within the same PDF Settings section, you’ll find two important options.

Control Field Visibility in PDF

You can decide:

• Whether a field appears in exported PDFs

• Whether it remains internal-only

This is useful when:

• You collect internal notes

• You store admin-only data

• You want a cleaner client-facing document

Column Display Control

FlowLogic forms use a two-column layout.

When exporting to PDF, you can choose:

• Single Column (Full Width)

• Two Columns

• Display field name + value

• Display value only

This helps you decide whether:

• A field should take up the full page

• A field should remain aligned left or right

• The exported document looks more formal

Example Improvements

Using these tools, you can:

• Create structured agreements

• Add visual spacing between sections

• Highlight headings clearly

• Prevent awkward page splits

• Remove unnecessary internal fields from client copies

Small adjustments can significantly improve document presentation.

Important Reminder

Advanced formatting is optional.

FlowLogic forms work perfectly without HTML or PDF adjustments.

Use these tools when:

• Presentation matters

• Documents are client-facing

• You want a polished professional finish

Summary

Advanced formatting tools in FlowLogic allow you to:

• Create polished agreements

• Improve PDF layout control

• Separate content cleanly

• Enhance document readability

• Customise exported documents

While not essential for functionality, these features give you the flexibility to make your forms visually professional and aligned with your organisation’s standards.