Templates let you save your PDF page layouts and reuse them across portfolios.
Two Ways to Save Your Layout
When you customize a PDF report, you have two options:
1. Save to This Portfolio Only
Your changes apply only to the current portfolio. Next time you open this portfolio, your custom layout will load automatically.
Best for: One-off customizations for specific client reports or unique portfolio needs.
2. Save to a Template
Your changes are saved as a named template that you can apply to any portfolio.
Best for: Standard layouts you want to use across multiple portfolios.
Working with Templates
Making Changes
When you modify pages in the PDF editor, you'll see "Unsaved" displayed. This means you have changes that haven't been saved yet.
Saving Your Work
Click "Save" and choose:
- This Portfolio Only - applies changes to this portfolio only
- New Template - creates a new template you can name and reuse
- Existing Template - updates an existing template with your changes
Applying Templates
Use the template dropdown to select any saved template and apply it to the current portfolio.
Need more details? See the detailed guide for step-by-step instructions on creating, editing, and managing templates.