Create a New Guideline

To create a new Guideline:

1. From the main Dashboard select Guideline Designer.
   

   

   The Guideline Designer view displays.

2. Select + New Guideline.

   

3. Enter a name for the new Guideline.
   If you want the new guideline to be a template for future guidelines, select Use as Template.
   To base the new guideline on an existing template, select a Template from the drop-down list.
   

   

   Note - The file name must be unique, you are prompted to enter a different name if the file name already exists.
4. Select Save to proceed.

   The new Guideline screen displays.

5. Double click within the dotted square to begin editing the section or right click and select Edit selected section.

   

6. From the Document Editing view, enter your content.

   From here you can:

   • Enter text directly
   • Copy and paste the text
7. Select from the toolbar to format the message:

   

   See - Guideline Formatting for more information.
8. Select Save to finish editing.

The view refreshes to show the completed section.



9. To add further Sections select Insert New Section or right click and select Insert new section from the menu.
   The new section displays after the current section.
   
10. Sections can be moved up or down a Guideline as required.

    1. Select a Section to move.

    2. From the toolbar or right click menu select Up or Down to move the section.
11. On completion, select File from the toolbar, then choose from:
    • Save
    • Save As - Assign a different name to the Guideline
    • Save as Template - If you want to convert the Guideline to a Template, select this option
      Note - Save as Template does not remove the version saved as a guideline, if this is no longer required this can be Archived under Administration > Manage Workflows.