Create personal tool templates

You can create tool templates to define the tool's formatting, fonts, colors, and default settings. You cannot create personal templates in a Companion subscription.
  1. In the desktop app, click the Insert tab.
  2. On the Insert tab, click any of the following tools: For more information, go to:
  3. After you edit the tool, choose File > Save As Template > Save as [tool type] Template.
  4. Enter a name for the template and click Save.

    By default, Companion saves the template to your Personal templates folder. To change the default location of the Personal folder, go to Specify where personal templates are saved.

By using this site you agree to the use of cookies for analytics and personalized content.  Read our policy