How do I use tables in PolicyStat?

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Tables are a fundamental part of many policies to help organize and present information in a visually appealing manner. 

This short, interactive tutorial covers the following topics related to tables:

NOTE: Click each topic to jump to the specific location in the tutorial

For advanced table and cell properties, see this article.

Insert, Format, and Delete a Table (03:42)

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How to Insert a Table

  1. To insert a table into a policy, click the Edit link in the bar on the top right of the policy.
  2. Place the cursor in the Editor window before where the table should go.



  3. Click the Table icon in the formatting bar on top of the Editor window.



  4. In the popup window, determine the appropriate table properties:
    Rows and Columns: Assigning the initial number of rows and columns.
    Headers: Assigning the first row, first column, or both with a bold header font and settings. 
    Caption: The title to appear above the heading.
    Summary: While no visual elements are displayed on the screen, the summary is used to assist individuals using screen readers to understand the table content. 

  5. Click OK (5) to create the table with the desired settings.


  6. The table is created in the Editor and ready for content to be entered.

     

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Inserting or Deleting Rows or Columns from a Table 

To add cells, rows, or columns, select a cell and use the right-click menu.   
PLEASE NOTE: The graphic below shows inserting and deleting rows, but the menu is the same for cells and columns.

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Deleting a Table 

To delete a table, right click on a cell and click Delete Table.

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Other Right-Click Menu Cell Functions

Other functions available from the right-click cell menu include: 

  • Inserting new or deleting existing cells
  • Merging cells 
  • Splitting cells horizontally or vertically
  • Defining cell properties

To left-justify a table header, right-click in the header cell and select Cell > Cell Properties. In the Cell Type drop-down, choose Data. Click OK.

Highlight the header text and choose B from the Editor toolbar.


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This article applies to the following user roles:

owner.png approver.png aeditor.png amanager.png siteAdmin.png

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