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Custom Sheets

Custom Sheets

Custom sheets are used for reusable title blocks or typical sheet sets. They can be published for use on future projects.
 

Creating a custom sheet

To create a custom sheet:
  1. While on a board, select 1 or more sheets
  1. Click the Create custom sheet button that appears in the middle of the toolbar (it looks like an open book)
  1. Enter the sheet name in the menu that appears and click Create to save the custom sheet. Custom sheets are shown in the Custom sheets section of the right sidebar when adding a sheet to a board.
 

Renaming a custom sheet

To rename a custom sheet:
  1. Click the Sheet button in the toolbar to see the sheets right sidebar
  1. Right click on the custom sheet you want to rename and select Rename from the menu
  1. Edit the name as desired and press Enter to save the new name. Alternatively you can press Escape to discard changes if you haven’t yet pressed Enter.
 

Publishing a custom sheet

Publishing a custom sheet will make it available to all users from your organization.
To publish a custom sheet:
  1. Click the Sheet button in the toolbar to see the sheets right sidebar
  1. Right click on the custom sheet you want to rename and select Publish from the menu
 

Deleting a custom sheet

To delete a custom sheet:
  1. Click the Sheet button in the toolbar to see the sheets right sidebar
  1. Right click on the custom sheet you want to rename and select Delete from the menu
IMPORTANT NOTE: Deleting a published custom sheet will remove it from all users in your organization. This action cannot be undone.