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The StoryTeller Template Library allows you to save and store objects (elements), groups of objects, a slide, or group of slides (a report) to be reused in other projects. For a more effective setup, a guided step-by-step setup process is used to apply questions, answers, filters, and time periods to objects inserted from the library. This helps non-expert users set up reports more easily.
In the Template Library, you will find professional templates provided by Forsta Visualizations that you can use in your projects. Use these templates for inspiration, as they are, or customize them to match your company’s design.
All templates you create are shared between the Administrators within your own company. This means that the library is company specific, not Administrator specific, allowing collaboration.
You cannot save new templates or edited templates into the Dapresy Templates folder. Administrators can only save and edit templates into folders that you or someone else in your company has created.
1: Opening the Template Library
To open the Template Library, select the Templates tab. Then select Templates Library. The library appears in a modal.
2: Viewing Templates in the Library
Once you have created a template, you can view them in the Template Library.
In the library, your templates are categorized in different folders. Within each folder, the templates are ordered alphabetically. To get information on a template, hover over the template or enter preview mode. To access Preview mode, select the magnifying glass icon that appears when you hover over the template.
To move between different templates in the preview mode, select the Next/Previous (arrow icon) buttons or use the arrow keys on your keyboard. The image below shows the Preview window of the Template library.
3: Searching for Templates
There is a “Search” feature in the Template Library so that you can easily find the templates you want. The search will scan the folder you have selected as well as all subsequent child folders that follow. To search the entire library, select the top folder. This searches the Name and the Tags fields of the templates. The templates that match the search are shown in a single view, no matter what folder they are located in. The folders containing the templates that were found in the search will be highlighted. This will help you filter the results by selecting any of the highlighted folders.
4: Moving Templates between Folders
To move a created template to another folder, while in the Template Library, mouse over the template, then select the Move button (arrow icon). Select the folder you want to move the template to by clicking the connected Move icon in the tree.
Note: You can only move a template to the folders created by you or any other Administrator in your company. You cannot move a template to the folders containing templates provided by Forsta Visualizations.
5: Creating and Editing Template Folders
The folders in the Template Library are used to categorize your templates. For instance, you can categorize by type of project, type of object, different use cases, etc. Before you build the folder structure, think through you and your colleages' structural needs, so that it will be easy to find the templates you are looking for. You can always go back and edit a folder or move a template from one folder to another if needed.
To create a new folder, select the parent folder of the new folder (the new folder will be stored below the selected folder). Then select New folder and enter the name of the new folder in the input field.
Folders can be moved, renamed, sorted, and deleted. Drag and drop to sort the files. Select a folder to see the options to move, rename and delete.
A folder can be moved into any other folder, except into its own child folders. When a folder is moved, all the child folders are automatically moved with it. All templates are moved as well. To sort the folders below a parent folder, simply drag and drop them. You cannot move a folder into any of the folders that contain templates provided by Forsta Visualizations.