Video: How to Personalize a Master Template

How to Personalize a Master Template

Topics in this Video

• Learning Objectives — 0:00
• Understanding the difference between
  a master template and a working document — 0:20
• First steps to personalize master are identical to personalize a working document — 0:35
• Save to overwrite original master — 0:45
• Personalization Upgrade Utility — 1:10

  automatically finds YOUR personalizations, and transfers them to your new master templates each time that you upgrade

• What might you personalize? — 2:20

  Refer to list of what types of personalizations are and are not automatically found and transferred

• Dropdown lists — 3:00
• Substitute Phases — 3:30

  Also known as 'User Substitutions'

• Pop-up Help — 3:45
• User-defined Training on Help sheet — 4:35
• Personalize header fields — 5:35

  Some documents have a VC sheet

• Customization Log — 5:50

  For personalizations that won't be automatically found and transferred, use your Customization Log.

Related Topics

• How to Personalize your Systems2win templates
• How to Personalize text

Foundational Learning

• Quick Start Initial Training   to use ANY Systems2win template
• Training & Support  home page
• Video Tips