Creating and Deleting Templates (Level 2/3 Users only)
All aspects of the page layout of a printed plan and its associated
elements, such as legend, text boxes and image boxes, may be saved as
a template. Changes to existing templates may be saved or new ones created.
If you are a level 2 user you can save personal templates which are associated
with the individual plan and available only to yourself. For level 3 users
there is also the option to save client templates which are available
to all users for all plans.
Note: You
must open a plan and click the Create
a Print heading in the panel to the left of the plan to display
the print preparation
window before you can create a template.
To
save changes to an existing template:
- Select the template from the drop down template
box in the panel to the left of the plan. Level 2 users will
only be able to save changes to a personal template and no changes
are permitted to the base templates.
- Use the pan tool to reposition the plan and
the Create
a Print panel tools to add extra elements, such as text
boxes, image boxes, inset plans, lines or a legend to your output.
You can also edit the
existing elements.
- Click
.
To create a new personal template:
- Select the most appropriate starting template
from the drop down template box in the panel to the left of the
plan.
- Use the pan tool to reposition the plan and
the Create
a Print panel tools to add extra elements, such as text
boxes, image boxes, inset plans, lines or a legend to your output.
You can also edit the
existing elements.
- Click
.
- Enter a name for the template and click Save.
To create a new client template (level 3 users only):
- Select the most appropriate starting template
from the drop down template box in the panel to the left of the
plan.
- Use the pan tool to reposition the plan and
the Create
a Print panel tools to add extra elements, such as text
boxes, image boxes, inset plans, lines or a legend to your output.
You can also edit the
existing elements.
- Click
.
- Enter a name for the template and click Save.
To delete a template:
- Select the template from the drop down template
box in the panel to the left of the plan. Base templates may
not be deleted.
- Click
and confirm that you do
want to delete the template.