How to Edit HTML Within the Platform

Modified on Fri, Jun 26 at 10:36 AM

How to Edit HTML Within the Platform

This guide explains how to view, copy, and edit HTML content within the platform, whether you are working in vCIO, Web Forms, or Custom Pages.

Where to find the HTML

Depending on the module, the field name will change, but the process is exactly the same. Locate the correct section based on where you are working:

vCIO — Go to vCIOHero -> Templates -> Presentation templates, Button Edit, and then find the section called Outline Content

Web Forms — Go to CX Invarosoft -> IT Support Panel -> Forms -> Webforms. Button Edit and then locate the field called Instructions

Documents — Go to CX Invarosoft -> IT Support Panel -> Client Portal-> Custom pages. Button Edit and then locate the field called Body

Step 1 — How to open the HTML editor

Inside the corresponding field, find the button labeled < />
Click on this button
A window will open showing the full HTML codE

Step 2 — How to copy the existing HTML

If you already have information here and need to edit the content:

Inside the < /> window, select all the code
Press Control + C to copy it
Paste it wherever you plan to edit it

? Insert screensho

Step 3 — How to create or edit the HTML

You are not expected to edit code manually. The recommended approach is to use an AI tool of your choice.

To edit, you can use prompts like:

I have this HTML and I want to change the colors to blue and green
I have this HTML and I want to add a new section with rounded borders
I want to improve the design of this HTML while keeping the same structure
I want to add more information in card format inside this HTML

To create, you can use prompts like:

I need to create a page using HTML only, without CSS. Please help me design a clean and modern layout for the following information. Even without CSS, I want the structure to feel organized, professional, and visually clear.

Use simple HTML elements such as headings, paragraphs, tables, spacing, and sections to create a well structured and easy to read layout.

These are the colors I would like to reflect in the design:
[INSERT YOUR COLORS HERE]

This is the type of presentation I am aiming for:
[DESCRIBE STYLE, FOR EXAMPLE modern dashboard, card based layout, executive summary, clean sections, etc.]

Here is the information to include:
[PASTE YOUR CONTENT HERE]

Make sure the result:

Uses only HTML, no CSS
Is easy to copy and paste into another system
Keeps everything in a single page
Looks structured and professional even with basic styling

You can also use this resource as a reference: https://www.youtube.com/watch?v=vHUvypQyMrw

Step 4 — How to upload the updated HTML

Once your HTML is ready:

Go back to the field you were working on
Click again on < />
Delete the current content
Paste your updated HTML
Click on Update

⚠️ Important Recommendations

Use simple HTML
Avoid complex structures
Everything must stay within a single page
Multiple pages are not supported
You can move elements freely as long as they remain within the same document

Summary

The process is always the same:

1. Go to the correct field

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2. Open < />

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3. Copy the HTML

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4. Edit with AI

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5. Paste it back

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6. Click Update