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Footnotes in Editor
Footnotes in Editor

Provide additional information about your item statements with footnotes in Editor

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over a year ago

To add information to e-Detailers and their briefs, you can apply footnotes to the text components. This additional information isn't visible on a slide when you're presenting the e-Detailer. You access footnotes within the dedicated Footnotes pop-up, while the text on the slide contains only a superscript symbol as the footnote indication. When required, you can add footnotes without superscript indicators, making a hint for yourself in the Footnotes pop-up. To open the Footnotes pop-up, click the FOOTNOTES button at the bottom of the slide.

To apply footnotes, you must create the footnotes for your e-Detailer, and then add created footnotes to text.

To create a footnote:

1. Add the text component or select the one already added.

2. Go to Properties. Click F.

3. In the configuration pop-up, click + ADD NEW.

4. Enter the footnote text.

5. Select a symbol to indicate the footnote on the slide.

The following footnote indicator options are available:

  • a-z / A-Z: Lower and uppercase letters

  • i, ii, iii, ...: Roman numbers

  • *, †, ‡, §, ||, ¶...: Six typographical symbols

  • Custom symbol: Your symbol

  • Add hint: No superscript indication on the slide. Enter up to ten characters in the input field that appears once you select this option. To view the hint, open the item PREVIEW and unfold the Footnotes pop-up.

6. Click the check mark button to save the footnote.

The newly added footnote appears at the end of the list. To change the footnote order, drag it to the required position in the list.

You can also edit [1] and delete [2] a footnote.

While editing, you can add external resources to footnotes with the following controls:

Control

Action

Notes

Add a PDF file to the footnote

Select the text fragment and click Attach. In the Assets pop-up, choose the required document. You can add one PDF files per footnote.

Add a link to the footnote

Select the text fragment and click Link. In the Edit link pop-up, choose the Link type and fill in the required fields. You can follow the link in the PREVIEW mode.

Delete the link

Select the link text or put the cursor next to the link and click Unlink.

To add the created footnote to the text:

1. Add the text component or select the one already added.

2. Place the mouse cursor in the text where you need to add a footnote.

3. Go to Properties. Click F.

4. In the configuration pop-up, select the checkboxes of the required footnotes to display them on the slide.

5. Click SAVE.

The superscript footnote indicators appear in the text where you've placed your mouse cursor.

To check the footnotes added to the text components, open the Footnotes pop-up:

  • In the EDIT mode, select the footnote indicators and click F on the Properties tab.

  • In the PREVIEW mode, click FOOTNOTES at the bottom of the slide.

When creating a localization copy of an item, you can localize the added footnotes in the configuration pop-up. Thus, your copy ZIP archive contains texts and footnotes in both the original and current languages. To use the specific localization version, select the required language in the Edit details pop-up.

Footnote properties

You can set up the resulting appearance and behavior for the footnotes in your e-Detailer: the whole component, and its pop-up and button. For this:

1. Switch on Master template [1].

2. Open the Tree tab [2]. Unfold Footnotes [3].

3. Go to the Properties tab on the customization panel [4].

You can set the general properties for the footnotes component:

  • COMPONENT NAME: Rename the component.

  • DELIMITER: Select a comma or space to separate footnote indicators on the slide.

Footnotes pop-up and button

You can customize the styles and properties of the Footnotes pop-up and the FOOTNOTES button.

Pop-up with footnotes

To customize the Footnotes pop-up:

1. Switch on Master template.

2. Open the Tree tab. Unfold Footnotes.

3. Click Pop-up.

4. Go to the Properties tab on the customization panel.

You can set the following properties for the Footnotes pop-up:

  • COMPONENT NAME: Rename the Pop-up component. Your changes appear in Tree on the fly.

  • NAME: Rename the Footnotes pop-up with the WYSIWYG editor or browse for the required name in Veeva Vault. Your changes are applied to the Footnotes pop-up header on the fly.

  • Show close button: Selected by default. Deselect the checkbox to hide the close button in the pop-up.

  • CLOSE BUTTON ICON: Browse for a custom close button icon in the Assets pop-up.

  • ICON POSITION: Set the required position of the close button icon in the pop-up.

  • Close on outside tap: Selected by default. This is an additional option to close the Footnotes pop-up when presenting the e-Detailer. With it, you close the Footnotes pop-up by tapping the slide anywhere outside the pop-up. Deselect this checkbox to close the Footnotes pop-up with the close button only.

  • Show overlay: Selected by default. It grays out the slide area behind the Footnotes pop-up. Deselect the checkbox to keep the slide area behind the pop-up unchanged.

To customize the size, position, background color, and border of the Footnotes pop-up, go to the Styling tab.

Button

To customize the FOOTNOTES button:

1. Switch on Master template.

2. Open the Tree tab. Unfold Footnotes.

3. Click Button.

4. Go to the Properties tab on the customization panel.

You can set the following properties for the FOOTNOTES button:

  • BUTTON TEXT: Modify the button text with the WYSIWYG editor or browse for the required text in Veeva Vault. FOOTNOTES is set by default.

  • FONT COLOR: Change the font color of the button text and its transparency.

  • IMAGE: Browse for a custom button image in the Assets pop-up.

To customize the size, position, background color, and border of the button, go to the Styling tab.

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