Customizing your LeaderGuide Pro Software
Create and Modify a custom Collection. You can build as many custom Collections as you need.
Do the heavy lifting once and then use your Collections on demand. When you start a new guidebook simply choose the Collection that contains your preferred cover page, styles, icons, etc. And, share your Collections with your colleagues, for consistency.
New Customizing User Guide
This user guide is focused exclusively on customizing your LeaderGuide Pro software. It provides step-by-step guidance on what to do to setup the software with your branding, your icons, your styles, your headers and footers and your custom AutoCorrect text.
To Get Started
Watch these Videos
While Customizing is not hard, there are multiple steps to follow and the written instructions are lengthy. For this reason a best practice is to visually orient yourself by watching the videos. You can also access these videos from the Help button drop down menu.
Creating a custom collection is easy
This video provides an overview of the steps to follow. Use it to visually orient yourself before you read the instructions below.
Before you can Modify you need to select a collection
This short video visually orients you and demonstrates how to get started when you need to Modify a collection.
Read "About Customizing"
Access this document from the Parts button drop down menu. It is always available to you. This 9 page document explains fundamental concepts and provides detailed written guidance to help you customize your LeaderGuide Pro software and to help you understand and create custom collections. For instance...
- Page 5 provides the specifications you will need if you plan to create your own custom block and ribbon icons.
- Page 7 provides guidance on how to customize the content block headlines and how to create your own instructional term shortcuts.
You will start your new collection based on one of the three included collections, so pick the collection you like the best.
For instance if you prefer the fonts in use in one collection more than another, pick that collection as the basis from which to start your custom collection. Because that will save you from having to do the work to customize the styles in your new collection since they are already what you prefer.
An easy way to get a feel for each of the three included collections is to start a new facilitator guide in each collection.
As you create each file, type in the name of the collection you are going to use as the Program Name to help you remember which is which as you later compare the documents.
To choose a collection other than Default:
- Click on Custom
- Click the arrow by "Select from list"
- You will see the Elegant and Modern Collections
- Highlight the one you want to use.
FYI: Once you create a custom collection it will appear in this list too, and you will select it for use this same way.
What to look for as you compare facilitator guides created with Default, Elegant and Modern
You will see the differences in the cover pages and the fonts in use just by looking.
- To see all of the content block icons, go to the Graphic Cues page.
- To see the Module Overview page, go to the first New Module.
- To see the Lesson icons in context, go to the New Lesson page and add the Content Blocks from the ribbon, one by one.
Whichever collection you choose to use as the basis for your custom collection, everything you see will be what you will have to work with and modify. This is why it makes sense to choose the one you already like the most, so you will have less work to do when modifying.
ALL of the block icons you see, plus more, will be available to choose from as you customize the block and ribbon icons in your new collection. So save or print a copy of the graphics cues pages to remind yourself of the icons you want to use in your collection.
If you are adding custom icons, save them in an accessible place, in the correct file format and size (this info is on page 5 in the About Customizing document). If you are adding an image to the cover page, have the image handy as an image file. If you are changing the fonts, know which fonts you need, the point size, etc. If you are changing any of the default text, have your replacement text handy.
Don't multi-task while creating and modifying a custom collection. Close all unnecessary files and applications.
Take your time
You can go in and out of your custom collection as you have time. You don't have do all of your customizing in one session. Once your collection is created you can start using it. For the aspects of your collection that you haven't customized yet, but intend to, simply use the LGPro defaults. And then, once all of your customizations are in place, you can Attach to any LGPro file you've been building to update the styles, graphic cues page, block icons and headers and footers.
How to create a custom collection
- Click on Parts > Manage Collections.
- Click on Create, highlight an existing collection name, click Continue.
- Give the new collection a name.
Hint: Leave the word "Collection" as part of the name.
How to Modify your Block & Ribbon Icons
Visual Orientation to Working with the Block and Ribbon Icon Tool
Use this video to visually orient yourself before you follow the steps described below to customize your icons. This video is also embedded in the LeaderGuide Pro Plus software and is available to you from the Help button and as you use the Modify Blocks function.
Instructions - How to Modify Block and Ribbon Icons
In the Modify a Parts Collection task pane:
Click Block and Ribbon Icons to open the customizing tool.
LGPro provides 200 ready to use icons, and you can add custom icons
Custom Block Icon specifications:
- 212x212 pixels
- 300 PPI sized to a 0.72 inch x 0.72 inch graphic.
Custom Ribbon Icon specifications:
- 48 X 48 pixels
- transparent background recommended.
This is the tool you will use to customize your icons
To customize a Block and Ribbon Icon
Select the Block you want to customize.
All of the Block types are included, in alphabetical order. To exclude a block from your collection click Hide.
Below the Block you select click Change.
Use any of the Icon Alternatives. Pull the scroll bar to view them all; click to select.
Or, below Optional, click Block and browse to and select your custom icon. The file name will appear in the white box.
When you are satisfied with your choice, skip down to Number 4 and click ASSIGN to confirm the change to the new Block icon. After you Assign your Block icon return to Number 2 in the tool and repeat these steps for the Ribbon icon.
This area becomes available after you click Change for the Ribbon icon.
Use this to change the name of the icon. Your new name will appear above the icon in the Icons grid on the Graphic Cues page in your facilitator guides. It will show as the screen tip when you hover over the icon on the ribbon. You can also edit the screen tip text.
Note: This function is about improving your user experience. It changes the icon name in the screen tip and on the graphic cues page in your facilitator guides, but it does not change the LGP Style name of the icon because the LGP Style name cannot be modified. This means that when you use your collection and place your cursor by an icon whose name you have changed, the LGP Style name that will appear in the Style box on the LGPro ribbon will still be the original name. For instance, if you rename the QA icon to Ask, the LGP Style name will remain zLGPIconQA.
Use Number 4 to ASSIGN your new Block and Ribbon Icons.
You must click Assign for your changes to take effect. This means that after you select a new Block icon you must remember to click Assign. And, after you select a new Ribbon icon (and if you then also change the ribbon icon name and edit the screen tip) you must remember to click Assign.
When done, click Done.
After you click Done you will be asked two important questions:
- Do you want LGPro to update your Graphic Cues page?
- Do you want to make this collection your preferred collection?
If yes, say so and complete the selection process you will be taken into. Otherwise, say no because you can do this at any time by clicking on Parts > Copyright, Logo and more.
Your customized block and ribbon icons will be available for use in building both facilitator guides and participant guides.
If you have questions or need help customizing your block and ribbon icons please contact us. We also provide custom design services to create your custom collection for you, as well as user training to help you learn how to use the customizing tools.
How to Customize your Guidebook Parts
Visual orientation to working with the Guidebook Parts customizing tools
Use this video to visually orient yourself before you follow the steps described below to customize your guidebook parts.
This video is also embedded in the LeaderGuide Pro Plus software and is available to you from the Help button and as you use the Modify Blocks function.
How to Modify Guidebook Parts
In the Modify a Parts Collection task pane:
- Click Guidebook Parts
- Click Facilitator or Participant. Also select the Page Orientation and the Margin. Note that the Narrow margin refers to the Wide guidebook option.
- Click the Part you want to work with. The option to exclude a Part from your collection enables after you open the Part. To exclude a Part, click to remove the check mark in the Yes box with the Part open.
- Click Open. The part will appear in the middle of your screen. Modify it. Use Word's Save function.
- Click Close in the task pane.
- Repeat for the next Part you want to modify.
- Keep your Paragraph Marks on.
- Have the LeaderGuide Pro ribbon up so that you can see the Styles box.
- Use Word's Insert Picture function to add images. Do not float images.
- Use Word's Table functions to add or remove table rows.
- Use Paste Special to add text you have copied from other sources.
Cover page - modify
Read the important information immediately below.
Use Word's Font and Paragraph functions to format any extra text you add to the cover page part, to match the fonts that will be in use in your Collection.
Use Print Preview to make sure you keep your cover to just 1 page.
When done modifying, use Word's Save function Save your work and then click the Close button in the LGPro task pane.
The cover pages look different by Collection and page orientation but they all share these key characteristics.
The cover page part has a table setup to make it easier for you to place content and images.
Do not remove Program Name from the cover page part. And be careful not to change the Program Name Style because it is tied to a repeating field that sits in a number of places in your guidebooks. If you change the style or remove Program Name from the cover page part in your collection you will receive errors in the guidebooks you create using your collection. You can use your collection's Style Guide to modify the Program Name style characteristics, including the font, point size, color, etc. Those changes will apply dynamically when you use your collection.
Do not direct format Program Name on the cover part page, it is simply there as a placeholder. Add or delete table rows to move Program Name to the spot where you want your program name to sit. If you have your cursor next to Program Name and hit Enter on your keyboard you can accidentally add another program name style to your page, which is not good. You will see it if your paragraph marks are on, and if you have the LGPro ribbon up. If this happens, change the extra style to Normal.
Like Program Name, the Great Circle Learning logo sits on the cover page part as a placeholder. Because it has a special LeaderGuide Pro style associated with it, it will be replaced with your logo dynamically when you create a guidebook if you have used the Copyright, Logo and More function to set your logo as the default. Assuming you want to use your logo in your new collection simply leave the Great Circle Learning logo on the page. You can move it to a different spot on the page. If you don't want LGPro to dynamically insert your logo, highlight the GCL logo, change the style to Normal, and then delete the image.
Guidebook Type Name
You will see Facilitator Guide or Participant Guide on the cover page part. You can edit this or remove it, based on your requirements.
This page starts with a placeholder that will repeat the Program Name from the cover as long as you leave it in place. Below it are placeholders for copyright and revision date. You don't need to do anything to them on this page. Don't worry about the fonts on this page, they are controlled by how you set the styles in the Style Guide. The two content blocks on this page are table rows. You can alter them or remove them, as needed. And, add the standard default content you would like to appear on this page.
Getting Started, Program in Perspective,
and Program Preparation
These pages contain default text to inform your trainers and placeholders for important information to prompt your developers. Edit and add to these pages as needed. Use Paste Special to add text you have copied from other sources. Change the fonts in the Style Guide.
How to Customize your Style Guides
Visual Orientation to modifying styles
Style are important when using LeaderGuide Pro. If you are not familiar with using Word's Styles dialog to modify a style this video will help you understand the written instructions provided below. While it is not hard to modify a style it must be done correctly.
How to Modify Guidebook Paragraph Styles
First get your screen set up properly. Click on Guidebook Paragraph Styles in the Modify a Part Collection task pane.
Select whether you are modifying facilitator guide or participant guide styles. You can set the styles differently for each guidebook type within the same collection. Click Open. A multi-page Style Guide will appear in the middle of your screen.
If the LeaderGuide Pro ribbon isn't up, bring it up along the top of your screen.
Click the AA button in the Text/Table Formatting group on the LeaderGuide Pro ribbon to open Word's Modify Styles dialog box. Or, use “Alt+Ctrl+Shift+S” on your keyboard.
Now, modify the styles you want to change, following these steps.
In the Style Guide in the middle of your screen, place your cursor in an LGPro style you want to modify.
In Word's Styles box scroll up and down until you find the LGPro style you want to modify style in the list. It will have a blue box around it. Right click on the style or click on the arrow at the end of the style name and select the option to Modify.
Use the Modify dialog box to make your changes.
Leave "Only in this document" checked.
Repeat with any other styles you need to modify.
When done, use Word's Save Function first and then click Close in the LGPro task pane.
Important: You cannot simply Direct Format the styles listed in the LeaderGuide Pro Style Guides. You must use Word's Modify Styles dialog box. When LeaderGuide Pro runs, your modified style settings are applied from the style guide to the new guidebooks you are creating. If you need help with this please contact us. Styles are important when using LeaderGuide Pro so it is important to customize them correctly.
To Customize your Guidebook Headers and Footer
To change the fonts, use the Style Guide.
To make other changes, click on Header and Footer Content in the Modify a Part Collection task pane. Select whether you are modifying facilitator guide or participant guide styles. You can set the headers and footers differently for each guidebook type within the same collection.
Click Open. A multi-page Header and Footer Style Guide will appear in the middle of your screen. Please read the instructions provided very carefully.
Modifying headers ad footers is tricky. Mistakes made when modifying headers and footers will have negative implications in your guidebooks. If you are not comfortable working with headers and footers please contact us.
How to Use your New Collection
Set as your default.
You can set your custom collection as your default collection. In this case it will be used every time you start a new guidebook, unless you select a custom collection instead in the Start a New Guidebook dialog box.
To set as your default:
- Click on Parts > Copyright, Logo and More...
- Below "Preferred Collection" click on Browse
- Highlight your preferred collection and click OK
You can repeat this process any time, to switch to a different "preferred collection".
Select it from the custom collections drop down list.
If you don't set your custom collection as your default it will automatically be included in the list of custom collections that appears in the custom collections drop down list in the Start a New Guidebook dialog box.
Attach it to an open document.
You can Attach to an existing leader guide or participant workbook, or to an existing source document you want to convert to LGPro format, or to an archived module and lessons. (You must open archived content to Attach to it).
Attaching does not add your collection's cover page, acknowledgements page, or the facilitator guide Getting Started section. The best way to proceed is to:
- Use Librarian to Archive the Modules in your "attached" document.
- Start a new guidebook using your collection.
- Use Librarian to Insert Archived Modules into your new full guidebook.
How to share A collection
In the Modify a Parts Collection task pane:
- Click on Export - a folder with a copy of your collection will be placed on your desktop
- Move the collection folder to a shared location your colleagues can access
- Give your colleagues the collection folder name and the file location
Ask your colleagues to:
- Click on Parts > Manage Collections
- Use the Modify a Parts Collection task pane
- Click on Import
- Click on Other
- Click Cont inue
- Navigate to the location where the collection folder is
- Click on the folder to select it
- Click OK.
The Collection will appear in the collections list area in the Modify a Parts Collection task pane and will be available for use when starting a new guidebook or Attaching.
How to Bring your v11 Custom Collections into v12
- Open Word, bring up LeaderGuide Pro
- Click on Parts > Manage Collections
- Create a new Collection and give it the name of your v11 collection
- Close Word
- Go the Great Circle Learning folder in the Documents area of your computer.
- Open the Great Circle Learning folder
- You will see a LeaderGuide Pro folder
- Open the LeaderGuide Pro folder
- You will see an 11.0 folder and a 12.0 folder.
- Open the 11.0 folder and you will see your v11 Collections
- Open the custom v11 Collection you want to move to v12
- Copy the contents of the folder (don't copy at the folder level, open the folder and copy everything inside of it).
- Open the 12.0 folder and you will see your v12 Collections
- Paste in the copied contents from your v11 collection into your v12 custom collection folder. Allow the copied files to replace the existing files.
- That’s it!
EXCEPT… If you want the new v12 Program in Perspective page
In which case, follow these extra steps:
- In the 12.0 folder, open the collection you created your new collection from (Default, Elegant or Modern)
- Copy the files named DPLG_Vertical_Perspective_Regular and DPLG_Vertical_Perspective_Wide
- Paste these 2 files into your new v12 collection and let them replace the existing files already in that folder
- That's it!