Customize tool templates

You can customize a tool, such as a map or a brainstorm diagram, to define its formatting, fonts, colors, and default settings.
cloudIn the full version of Companion, you can only customize tools that are in the project's Roadmap. To update a management tool or to save a custom tool as a template, you must be a data architect. If you are a data architect, go to Create tool templates.
  1. In the desktop app, click the Insert tab.
  2. On the Insert menu, click any of the following tools: For more information, go to:
  3. After you customize the tool, choose File > Save As Template > Save as [tool type] Template, then enter a name and click Save. By default, Companion saves the custom tool to your Personal folder. To change this default location, go to Specify where custom templates are saved.
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