Apart from creating new templates (see Saving your Preferences in Templates), you can also organize the existing templates. You can change the name of a template, specify which template is used by default and define your favorite templates.

When you want to change the formatting of an existing template, you have to apply it to a document first, adapt it, and save it again under its former name, overwriting the old template.

To rename a template

▪ On the File menu, click New Document.

▪ In the New Document dialog, choose the document type of the template by clicking on the corresponding tab.

▪ In the Template pane on the left side, right-click on the template and choose Rename.

▪ Enter the new name for the template and press the Enter key.

▪ Click Cancel to close the dialog without creating a new document.

Note It is strongly recommended not to rename the preconfigured templates, because these are used when opening documents from the QuickBar.

To set a default template

▪ In a price page, chart, market depth, time and sales, options matrix, quick quote or watch list document, right-click on a symbol and choose Open.

▪ Right-click the document type of the template (or move the mouse pointer to the document type and wait for a moment) an additional menu will appear to the right.

▪ Right-click the template another additional menu appears.

▪ Click Set As Default.

Note The default template is shown with a red label in the New Document dialog. It is used whenever you open a new document with the default template, for example when you open a symbol by double-clicking on it see Opening Symbols from Existing Documents.
The only exception are price pages that are opened from the QuickBar: They use an internal template.

To set a default template for quick quote

For quick quote documents, you can define different default templates for each symbol type (see also Quick Quote Settings). Therefore, when setting the default template for quick quote, you can choose whether this template should be used for just one symbol type, or for all symbol types.

▪ Right-click on a symbol and choose Open.

▪ Right-click Quick Quote an additional menu will appear to the right.

▪ Right-click the template another additional menu appears.

▪ Click Set as default for all symbol types to use this template as default for all types of symbols, or click Set as default for this symbol type only to use this template only for symbols of the same type as the current symbol (for example, if your current symbol is a stock, the template will only be used for stocks).

To define a favorite template

▪ In a price page, chart, market depth, time and sales, options matrix, quick quote or watch list document, right-click on a symbol and choose Open.

▪ Right-click the document type that you want to use as a favorite (or move the mouse pointer to the document type and wait for a moment) an additional menu will appear to the right.

▪ Right-click the template another additional menu appears.

▪ Click Add to favorites.

▪ The template is now added to your favorites, which are shown in a separate section beneath the list of document types when right-clicking a symbol.

Note To remove a template from your favorite list, follow the steps above but click Remove from favorites instead.

To change an existing template

▪ Apply the template to a document: See Applying Templates to Documents

▪ Adapt the document to your needs.

▪ On the File menu, click Save as Document Template.

▪ In the Save As dialog, select the template that you want to change.

▪ Click Save.

▪ In the message box, click Yes to overwrite the existing template.