Document Building - Navigate Your Document Editor

The Document Editor is the primary place that you will go to edit your documents, manage collaboration, and customize and preview documents before making them publicly available. Navigate to a module under the Report solution in the navigation sidebar or a Strategic Planning or Custom Plans Document in the respecting module. 

The Document Editor is comprised of four primary components: 

1. Page Manager
2. Document Manager
3. Canvas 
4. Collaboration Bar  

Page Manager 

The Page Manager gives you the freedom to organize pages within a table of contents. 

You'll be able to: 

• Add pages
• Rename existing pages
• Navigate from page to page with ease
• Maintain the order of the pages by dragging and dropping and nesting pages
• Clone an identical copy of a page or delete pages
• Set visibility of pages such as hiding a page from online display

Document Manager

The Document Manager section is designed to give you a place to control and access document-wide functionality. 

You will be able to:

• Review the GFOA or ASBO Award Checklist to easily check if your budget book document meets the criteria for a Distinguished Budget Presentation Award. 
  Note: the GFOA Award Checklist is only found in budget book documents.
• Customize document settings such as the fiscal years, document names, the linked Data Sources (from Operational Budgeting and Capital Budgeting, if applicable), font types, font and chart colors, etc.
• Add collaborators to help edit or review a document
• Preview your document in a web browser

Canvas

The Canvas is your primary editing area for content on each page. 

You’ll be able to:

• Customize blocks
• Make a page visible to the public
• Upload charts from the Chart Tool
• Edit Spreadsheets
• Upload Images and more!

Collaboration Bar

The Collaboration Bar manages all collaboration for a single page. 

You'll be able to:

• View collaborators
• View comments and when the document was last edited
• Manage the page status