Rich Text

1. Introduction

The Rich Text field in Unifize allows you to enter and format detailed, multi-line responses directly within a checklist. It provides formatting tools—like bold, lists, and links—that help structure your input clearly, making it easier for reviewers and auditors to understand your entries.

This field is especially useful when writing investigation notes, summarizing actions, or documenting technical observations that require emphasis, structure, or clarity.

2. How Rich Text works

You will see a “Add Rich Text” button inside one of the checklist section when interacting with a checklist a Rich Text field. Clicking this opens a text editor with a formatting toolbar. You can:

Rich Text gives you control over how your response is communicated. Instead of entering long, hard-to-read paragraphs, you can use formatting to break your content into logical, readable chunks.

• Writing CAPA effectiveness summaries

• Adding deviation justifications

• Documenting test protocols

• Makes long responses easier to read and understand

• Allows you to emphasize critical information

• Helps reviewers quickly identify key points

Here’s how Rich Text fits into your checklist completion process:

1. The checklist will show a Rich Text field if the admin has configured one.

2. If the field is visible and editable, click “Add Rich Text” to open the editor.

3. Enter your content using formatting tools as needed.

Note: Some fields may be locked, hidden, or auto-required based on logic set by your admin.

Note: If you're unable to see or edit a Rich Text field, it might be due to checklist logic based on your role, current status of the record, or field conditions.