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 Formatting


2025/12/19 • 6 min. to read
With the formatting functions in NAVAX Document Text, you can design your extended texts professionally and in accordance with corporate identity guidelines. You can adjust font type, size, and color, as well as control paragraph alignment and indentation.

How to Use the Formatting Functions

  1. Open the text editor:
    • From a document: Open the document and select a Document Text Line for editing.
    • From Standard Text Codes: Open the Standard Text Codes page via the search in Business Central. Select the desired code and open the associated texts via the Extended Texts action.
  2. Use the formatting fields in the text line to adjust font type, size, and color.
  3. Optional: Change the paragraph alignment (left-aligned, centered, right-aligned).
  4. Optional: Set padding top/bottom and indentation.
  5. Changes are automatically saved when you close the line or switch to another line.
For more information, see Advanced Features, Text Editor and Placeholders.

Formatting Options

The following formatting options are available for document text lines:
Format Effect
Bold Specifies whether this line should be printed or displayed in bold. The default value is No.
Italic Specifies whether this line should be printed or displayed in italic. The default value is No.
Color Specifies in which color this line should be printed or displayed. NAVAX Document Text supports the following colors:
  • Black
  • Red
  • Blue
  • Green
The default value is Black.
Paragraph Specifies whether this line should be printed with alignment. The following alignments are available:
  • Left-Aligned
  • Centered
  • Right-Aligned
The default value is Left-Aligned.
Font Name Specifies the font for the text line. The following fonts are available:
  • Segoe UI
  • Arial
  • Consolas
  • Courier New
  • Lucida Console
  • Times New Roman
  • Segoe Script
  • Segoe UI Light
  • Segoe UI Semilight
  • Kunstler Script
The default value is Segoe UI.

Warning

The fonts depend on the fonts installed on the system. The available fonts are standard Windows fonts!
Font Size Specifies the font size for the text line in pt. Sizes from 5-24 points are available. The default value is 9.
Padding Top/Bottom Specifies how much space in points (pt) should be inserted before or after the line. Use these values to create spacing between text lines for better readability. The default value is 2.
Indentation Specifies how many points (pt) the line should be indented from the left margin. Use indentation for lists or to visually structure text blocks (e.g., 10 pt indentation for sub-items). The default value is 0.

Formatting Defaults

In the Document Text Setup, you can define default values for formatting that are automatically applied to all newly created text lines. This ensures consistent design and saves time when creating texts. For more information, see Setup, Document Text Setup.

Practical Examples

Highlight Headings

For headings in beginning texts:
  • Bold: Yes
  • Font Size: 12 pt
  • Padding Bottom: 4 pt (for visual separation)

Mark Important Notes

For warnings or important information:
  • Color: Red
  • Bold: Yes
  • Padding Top/Bottom: 3 pt (for better visibility)

Structure Lists

For lists and sub-items:
  • Indentation: 10 pt for first level, 20 pt for second level
  • Padding Bottom: 1 pt between items
More examples and tips on formatting can be found in the For more information, see Working with the App, Example Scenarios..

Formatting Tips

  • Consistency: Use consistent formatting for the same text types (e.g., format all headings the same way).
  • Readability: Use spacing and indentation to visually structure texts and improve readability.
  • Use colors sparingly: Use colors only for important highlights, not for the entire text.
  • Fonts: Choose easily readable fonts. Arial, Segoe UI, or Times New Roman are particularly suitable for business documents.
  • Check preview: Test the formatting in the print preview, as the on-screen display may differ from the printout.
  • Missing fonts: If a font is not installed on the system, a default font is automatically used. Therefore, choose standard Windows fonts for maximum compatibility.

Frequently Asked Questions

Why does the formatting look different in the preview than in the text editor?

The text editor only shows a simplified representation. You can see the actual formatting in the print preview or in the printed document.

Can different formatting be used within a single text line?

No, the formatting always applies to the entire text line. If you need different formatting, split the text across multiple lines.

How can I set default formatting for all texts?

Open the Document Text Setup and define default values for font, size, color, and spacing. These are automatically applied to new text lines. For more information, see Setup, Document Text Setup.

Common Problems

Problem: Formatting does not appear in print

Cause: The report layout used does not support HTML formatting or HTML is disabled in the setup. Solution:
  • Ensure you are using a NAVAX report layout For more information, see Advanced Features, Report Layout Selection.
  • Open the Document Text Setup and check whether HTML formatting is enabled
  • Test with the Print Preview instead of just the screen preview

Problem: Font is not displayed correctly

Cause: The selected font is not installed on the system. Solution:
  • Choose a standard Windows font (Arial, Segoe UI, Times New Roman)
  • Install the desired font on all systems where documents are printed
  • Note that customer systems also need the font if you send PDF documents

Tip

For more frequently asked questions and detailed troubleshooting for formatting, see For more information, see Working with the App, FAQ and Troubleshooting..

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