Designer Homepage Tour

The Designer homepage is organized into three parts: Documents, Templates, and Data.

Documents: In the Documents area, you’ll find Your Documents (those you have personally created) as well as Others’ Documents (any created by other users in your organization).

Your Documents can (and should!) be sorted into folders to help keep you organized. To place a Document into a new folder, simply drag and drop as shown below.

Note: When you create a new Document, you’ll have to opportunity to place it in a folder right away — this method simply gives you a way to reorganize after the fact.

Templates: In the Templates area, any Templates you or your colleagues have created will be listed.

Data: The Data area will display any Custom Data Elements you’ve created. Custom Data Elements are supplemental pieces of data uploaded via spreadsheet to be used in your Documents.