Enabling rich text for output documents

  1. Select IDM Configuration.
  2. Open a record.
  3. Click the Rich Text Options tab.

    This table shows the available tabs:

    Tab Description
    Details You can download the updated fact sheet for the related output document. The Rich Text Option sheet provides instructions on how to use rich text.
    Default Fields Contains a list of predefined fields that are supported by the rich text feature.
    Custom Fields You can use this tab to add user fields or configured fields for rich text.
  4. On the Default Fields tab, select a field for which to enable rich text.
  5. Click Use Rich Text.

    The format from FSM is applied to the selected field in the generated document.

  6. Generate the IDM document with rich text fields.