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Opening a New Chart with a Template

By Optuma Team · Updated 2017-03-23

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

  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.

  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.

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