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Zoe M
June 27, 2023

Default settings when importing org structures

  • June 27, 2023
  • 5 replies
  • 53 views

Hi i'm pretty new to this but have spent hours trying to work this out so hopefully someone can help.

I've created a template for org structures to be made A3 size with a title and a footer and have set the first page as a master so that this should appear across all of my tabs when I apply it.

I then upload my dataset which creates 6 new tabs of correct looking org structures however when I apply the master style to all of these tabs they're still totally random sizes and not the size I set up the template or master to.  Is there a way to set a default size when creating structures or is this something I will need to go through each tab and resize manually?

I found the document settings where you can set a default page size for all new documents but this doesn't seem to work when importing data for an org structure. 

    Comments

    Phillip W
    Lucid support team
    June 27, 2023

    Hey Zoe

    Thanks for posting in the Lucid Community! Would you mind to clarify -- do you mean that the sizes of the Org Chart structures are not correct or are you talking about the pages being random sizes? Would you care to send a screenshot of any error messages or what settings are changing? 

    Thank you for your help and patience! 

    Zoe M
    Zoe MAuthor
    June 27, 2023

    Apologies I might not have used the right terms! So I need to be every page to be A3 landscape and have the footer like on my Master here:

    But when I import my data and then 'apply master to all pages' they're random sizes and the footer doesn't fit correctly.  

    I hope this makes sense there might be a more straightforward way of doing this that i'm not aware of!

    Phillip W
    Lucid support team
    June 27, 2023

    Hey Zoe

    Aha I see -- thank you for clarifying! So to set default page sizing you will want to go into your Account Settings > Document Settings and select A3 from the Default Page Size and Format menu.

    Once you set this you will need to create a new document so the settings will apply. Hope this helps -- please let me know if you have any other questions! 

    Zoe M
    Zoe MAuthor
    June 27, 2023

    Thanks Phillip I already have this set as A3 Landscape so I'm not sure why it's not working :( 

    Phillip W
    Lucid support team
    June 27, 2023

    Hi Zoe

    Thank you for the reply and apologies for the continued trouble! I'm going to create a support ticket for us to continue this conversation as this may take a bit more digging. I'd be happy to help you there =)