When you change the properties of a document, for example its colors or the columns that are displayed, you might want to use these exact settings again for other documents. You might even want to use these settings automatically anytime you open a new document of this type.

To do so, you need to save your document settings as a template (see below). You then can apply this template to any new document that you open (and, in the case of price pages and watch lists, also to existing documents). You can also use this template as the default template for all new documents.

To save a document as a template

▪       Adapt the document to your needs.

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

Note             You can also click on the Save as Template icon in the Main toolbar:

▪       In the Save As dialog, enter a name for the template in the File name field.

▪       Click Save.

What information is saved in a template?

The information that is saved in a template depends on the document type. Generally speaking, all settings that you can change in the properties dialog of a document are also saved in a template. For some document types, the following additional settings are saved:

Document Type

Additional Saved Settings

Price Page

Number of sheet tabs – see Adding and Organizing Sheets


Chart type, data compression, inserted studies, and panes– see Charting

Drawing objects will also be saved in the template, but will only be visible for the symbol where they were drawn.


Displayed columns and view (headlines and/or stories) – see Showing and Hiding News Headlines and Stories

Market Depth

Displayed views – see Showing and Hiding Views

Options Matrix

Displayed views – see Showing, Hiding and Changing Views

Web Watch

Visited Links – see Managing Visited Links

Learn more:

Applying Templates to Documents

Organizing Templates