Managing Storyboard Templates

Use the Manage Storyboard Templates page to download, add, edit or delete storyboard templates. You can download the default template files and customize it by adding your company logo, changing fonts, or changing the background color. A storyboard template contains a set of style rules that users can apply to their report to format and customize their PowerPoint presentations.

Adding Templates

To upload your updated or new storyboard templates:

1. Select the General Settings tab.
2. Click the Storyboard Templates link.
3. Enter a display name for this template.
4. Click Browse to find your template.
5. Click Add.

Downloading Templates

To download and customize an existing storyboard template:

1. Select the General Settings tab.
2. Click the Storyboard Templates link.
3. Click on the Template File to download it onto your computer.

Uploading an Edited Templates

You can change the template display name, replace the associated template file, or enable/disable the template. The templates you enable here are available as template options when users create project storyboard reports. The templates are edited in Microsoft PowerPoint.

Note: You cannot edit or disable the default template file.

To upload an edited template:

1. Select the General Settings tab.
2. Click the Storyboard Templates link.
3. Select the template by clicking on its Template Display Name.
4. Update the Template Display Name, or click Browse to select and upload a new template file, or select the Enable/Disable flag to enable or disable the use of this template.
5. Click Update.

Deleting Templates

To delete a template:

1. Select the General Settings tab.
2. Click the Storyboard Templates link.
3. Click the Delete link associated with the template you want to delete.
4. Click Ok to confirm the deletion.

See Also

Storyboard Reports

Adding Storyboard Document Labels