Customize Your Trading Environment

Template Manager

Template Manager allows you to manage multiple layouts and load a specific layout based on your research and trading goals. The Template Manager can be found in several windows on the ELITE platform. When it's available, the Template Manager is located in the top right corner of the active window and designated by a T button.

Note: Template Manager may also be available in the shortcut menu when you right-click within an active window or tool on the ELITE platform.

After you assign a name to your template and save it in any active window, you can use the Template Manager to open or delete a specific template. You may also use template manager to set a template as your default template specific to the active window.

To open a template:

1. Click the Template Manager button.

The Template Manager dialog box appears.

2. From the list of templates, select the template you want to load, click Load and then click OK.

The Template Manager dialog box closes and the template you selected loads in the active window.

To delete a template:

1. Click the Template Manager button.

2. From the list of templates, select the template you want to delete and then click Delete.

3. Click Yes when you're asked to confirm your decision to delete the template.

4. Click OK.

The selected template is deleted from your list of saved templates and the Template Manager dialog box closes.

To set a template as the default template:

1. Click the Template Manager button.

The Template Manager dialog box appears.

2. From the list of templates, select the template you want to set as your default template, click Set As Default and then click OK.

Note: When you click Set As Default, the button changes to Clear As Default. You can click Clear As Default to remove the default setting from the selected template.

The Template Manager dialog box closes and the selected template will become the default template when your active window launches.

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