Opening a New Chart with a Template

Author: Optuma Team Last updated: Mar 23, 2017 22:59

Overview

This article will take you through the processes available for opening a new page with a Template.

New Menu

  1. Left-click the New menu.

  2. Go to the Page Templates section. It will expand to show all available templates.

  3. Left-click on the template you wish to have the new page use.

  4. The Data File Selector will display. Enter the code you wish to open and press Enter.

  5. A new page will open with the selected template already applied.

Custom Toolbar

  1. Go to the Custom Toolbar. A Templates folder will display.

  2. Hovering over the Templates folder will display the Template available to use.

  3. Left-click the template you wish to have the new page use.

  4. The Data File Selector will display. Enter the code you wish to open and press Enter.

  5. A new page will open with the selected template already applied.