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Which preset should I use? Email, report, chat message, form field or docs

presetsplain textemailguide

“Plain text” is not one thing. The text you want for an email is not the text you want for a chat message or a job application box. A preset is a ready-made set of settings for one destination, so you pick where the text is going and the rest follows.

The presets

Preset Built for What it does
Default Anything, when unsure Keeps everything. Nothing is removed.
Email reply Answering a numbered list in an email Plain headings, dashes for bullets, numbering kept
Report & tables Lifting a comparison into a report Aligned tables; images and code removed
Chat message Slack, Teams, WhatsApp Capital headings, round bullets, links shown in full
Docs to plain text A README or help page Keeps structure, rules and footnotes
Form field Application portals Bare characters only, front matter removed

What changes between them

Four things do most of the work:

  • Headings become plain lines or capital letters, since a form or an email has no heading styles.
  • Links are written out so the address is still visible once the formatting is gone.
  • Tables become aligned columns, which read well in any monospace view.
  • Bullets and numbers are written as simple characters that survive anywhere.

Your text is safe

Picking a preset never replaces text you have already typed. If the input pane has content, only the settings change and your document stays exactly as it was. The sample document only loads into an empty pane, so you can see what the preset does.

Adjusting after you pick

Every preset is a starting point. Open Conversion settings and change anything, and the preview updates immediately. Your settings are remembered for next time, and Reset puts them back to the default.

If none of them fits, start from Default, which removes nothing, and switch off only the things that get in your way.

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