This document provides the detailed steps for:
- Importing templates into the Template Organizer -
- Saving a template to the Template Organizer -
- Creating a presentation from a template -
- Applying a different template to an existing presentation -
Importing templates into the Template Organizer
You can add Symphony and Microsoft PowerPoint templates to the organizer for easy access. Follow the steps below to save and organize existing templates in the Template Organizer in Lotus Symphony 3.
Step | Action |
1 | Store your templates anywhere on your computer. For example, C:\Symphony Files\Templates |
2 | Open any existing file or create any new file in Symphony. This step is needed because the Template Organizer will not be available from the File menu if you are on the Symphony home tab. |
3 | From the menu choose File > Template Organizer. |
4 | (Optional) To create a new category folder that is descriptive of the templates you want to import, right-click on an existing category name, choose New and enter a category name.
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5 | Select the desired category folder so that it is highlighted. |
6 | Click the Commands button and choose Import Template.
NOTE - If you do not see the option for Import Template under Commands, change the drop-down box in the middle from Documents to Templates. |
7 | Browse to the location on your hard drive where your templates are stored. |
8 | Select one or more templates. You can use Shift + Click and Ctrl + Click to select multiple templates. |
9 | Click Open and the templates will be imported into the organizer in the category you selected in Step 5. If you've selected many templates the import process may take several seconds.
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10 | Click the Close button. |
11 | Once you have added templates to the Organizer they will be added to the Available for Use section of the Sidebar. |
Saving a file as a template in the Template Organizer
If you have a presentation file open that you would like to reuse as a template, you can save that file directly into the Template Organizer, rather than importing as in the steps above.
Step | Action |
1 | If the file is new use File Save to save it. If you would like the template to have a different name then the file you have open, use File Save As to give it a different file name. |
2 | From the menu, choose File Save to Template Organizer. |
3 | Enter a name for the template that you will see in the Organizer.
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4 | Select the folder category where you want the template to be stored. |
5 | Click OK. |
Creating a new presentation from a template
If you are starting a new presentation and you know which template you would like to use, it is recommended that you use the following steps.
Step | Action |
1 | From the menu, choose File New From Template Presentation. The will open the dialog box for Templates and Documents. |
2 | To locate the template you wish to use, you can:
- Click on the icon to go Up One Level -
 . This will take you to the list of your template categories from the Template Organizer.
- Click on My Documents to locate a template on your computer.
- Click on My Computer to locate a template on your computer.
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3 | Select the template file you wish to use and click Open. |
4 | A new ODP file will be created using the selected template.
Note - When you create a new presentation from a template using this method, you will have the Master Slides and any content slides that are contained in the template file. |
Applying a different template to an existing presentation
If you have an existing presentation open in Symphony, you can easily apply a different template from the available templates in the Sidebar.
Step | Action |
1 | With the existing presentation open in Symphony, switch to the Slide Templates section by clicking the templates icon. The Sidebar will only display templates that have been imported into the Template Organizer.
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2 | To apply a template from the Recently Used or Available for Use section:
- Click on the template thumbnail to apply the template to all slides in your existing presentation.
- or -
- Right-click on the template thumbnail and choose apply to selected slides to apply to one or more slides in your existing presentation.
Note - When you apply a template using this method, you will have all the Master Slides from the template file, but not any of the content slides.
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