How to Share LeaderGuide Pro™
Template Customizations
Goal
The purpose and goal of this module is to teach you how to share
and apply LeaderGuide Pro™ template customizations.
Time
10 minutes
Overview
In the module, you will learn how to share LeaderGuide Pro™
template customizations that you make with other LeaderGuide
Pro™ users; and how to apply shared template customizations that
you receive from others; and how to update an existing LGPro
document with your Block & Style Customizations; and how to
add your new cover page to an old document.
Materials Needed

LeaderGuide Pro™ installed on your computer
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Share Your Template Customizations
It’s easy.
Follow our guidance on customizing your LeaderGuide Pro™
Colors and Logo, Blocks and Styles. Once done, start a new leader
guide and/or e-leader guide and/or participant guide to check
your customizations and make sure they are appearing as you
expect and need.
You can always use any of the Customize utilities again to fine
tune things. And, feel free to contact us at
[email protected] if you have questions.
Once you are satisfied, follow the simple steps below.
HINTS
Clearly name each individual template customization file so that
the name specifies exactly what each customization is for.
Save each Customization file in your LeaderGuide Pro
Library\LGP Template Customizations folder.
Instructions for sharing your template customizations:

Make your customized worksheet files available to your
colleagues by either placing the files in a shared location or
mailing the files
– You should find your customized worksheet files in your
LeaderGuide Pro Library\LGP Template Customizations
folder
– They should be named something like


Custom LGPro Blocks as of 05-11-11.doc

Custom Wide LGPro Blocks as of XX-XX-11.doc

Custom PGPro Styles as of XX-XX-11.doc

Etc.
Also provide your colleagues with the following Instructions:
“How to apply LeaderGuide Pro™ Template Customizations”
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Apply Template Customizations
Instructions:

Save the LGPro Customization files that have been shared with
you to your LeaderGuide Pro Library\LGP Template
Customizations folder

Close EVERYTHING on your computer except Word
– And if your computer hasn’t been rebooted recently, we suggest
you do that before going any further

Close ALL open Word documents

Click on the LGPro tab and look at the Customize group on the
right-hand end of the LGPro ribbon

Now, click on what you need to Customize

And then click on:
– Open Existing Customization Document
– And navigate to and open the proper file
For example:
If you want to customize your leader guide Blocks, then you will:
1.) Click on Blocks
2.) Click on LGPro Blocks
3.) Click on Open Existing Customization Document
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Apply Template Customizations,
continued
What are my options?
When you click on…

Blocks – your choices are…
– LGPro Blocks
– PGPro Blocks
– eLGPro Blocks

Styles – your choices are…
– LGPro Styles
– PGPro Styles
– eLGPro Styles

More – your choices are…
– Customize Colors and Logos
– Change Library Location
– Customize Librarian Meta Tags
– Conversion Utility
Once the correct customization document is open

Click on the LGPro tab again, along the top of your screen

In the Customize group, select what you are
Customizing
IMPORTANT

If you are doing LGPro blocks, make sure you click on Blocks
and then click on LGPro Blocks

If you are doing PGPro Styles, make sure you click on Styles
and then click on PGPro Styles
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Apply Template Customizations,
continued
Once you have selected the correct Customization group

Click on UPDATE Master Files
Give LeaderGuide Pro™ the time it needs to do these
updates
– You will receive a message when the updating is complete
If you have more customizations to do:
– Close out of Word and repeat the steps above
For example:
If you have opened your existing LGPro Blocks Customization
Document, then you will:
1.) Click on Blocks
2.) Click on LGPro Blocks
3.) Click on UPDATE Master Files
Your customizations will be in effect:

For all new LeaderGuide Pro™ documents you create

And, existing documents you open will assume any new Styles
you’ve applied, but the Blocks & the cover page will not change
automatically – See the next page for instructions on how to update
an existing LGPro document with your new blocks and/or cover page.
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Update an existing LGPro document
Make sure your existing LGPro documents are .doc files
NOT .docx
This process will update:
Your Blocks and your Styles in your old, existing document to
align with your new custom Blocks and Styles.
You will need to deal with the cover separately.
How to update to your custom Blocks

CLOSE EVERYTHING on your computer

Open Word & click on the LGPro tab
– Make sure you do not have any Word document open

Click on More in the Customize group
– And then click on Conversion Utility

Next you will be walked through the conversion process via a
series of short clear messages

Simply read the messages and follow the prompts
Detailed information follows…
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Update an existing LGPro document,
continued
After you click on Conversion Utility…
You will see this message:

After you click on “Yes” you will see this message:

After you click on “OK” you will be taken into Windows
Explorer. Once you select the document you want to convert,
will see this message:
After you save your converted document, you will see the
following message (Continued on next page)
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Update an existing LGPro document,
continued

After you click “Yes” your screen may flicker and flash – this is
normal
– Do not click your mouse or try to do anything else while this
process is taking place
– You will receive a message when the process is complete

Next you will see this message:

Next you will see this message:
(Continued on next page)
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Update an existing LGPro document,
continued

Next you will see this message:

Click “OK”

Check your graphic cues pages and CUT the old one out of
your document (it’s the one with the old images in it)

Use the LGPro Go To function to check your custom blocks
Troubleshooting

If a custom block is not where you expect it to be, check the
style of the icon that is in the Block
– It is likely that someone previously copied & pasted one
type of LGP Block over another instead of inserting Blocks
from the LGPro ribbon
– If that is the case, insert the Block you want from the ribbon,
copy the content of the old block and paste it into the new
block, and then CUT the old Block out of your document
Blocks are style-driven
Each LGP Block has a style associated with the icon graphic.
When you use any of the LGPro special functionality related to
extracting, converting or replacing LGP Blocks, LeaderGuide Pro™
looks for and works with the styles associated with the graphics, not
the appearance of the graphics.
This is why you should ALWAYS insert LGP Blocks from the
LGPro ribbon rather than coping & pasting an icon (graphic) from
one block to another.
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com How to Update your Cover Page
You have options:

Option 1
– Create a new leader guide, e-leader guide or participant
guide file
– Use Librarian to Archive the Modules from the old file
– Use Librarian to insert the archived modules from your
prior document into this new file.

Option 2
– Create a new document
– Copy the cover page and paste it into the old document,
being care about how you do this in terms of where you
place it and what you delete

Option 3
– Change your old cover page manually
NEW documents
Will automatically start with a cover page that reflects your Colors
& Logo customizations
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com Help
Ask us for help when you need it:

Email: [email protected]

Telephone: 239-389-2000

Business hours:
– Monday – Friday
– 8 a.m. – 5 p.m. EST (New York time, USA)
We are happy to help you!
Sign up for a one-on-one User Training Session

90 minutes
– You work on your project, on your computer
– We observe, coach & guide

Simply go to our web site at
http://www.greatcirclelearning.com/
– Once there, click on Support/User Training/One on One

Link to page:
http://www.greatcirclelearning.com/support/paid/one-on-one
Download user guides from our website

Simply go to our web site at
http://www.greatcirclelearning.com/
– Once there, click on Support/Downloadable Documents &
Manuals

Link to page:
http://www.greatcirclelearning.com/support/manual
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LeaderGuide Pro™ is a product of Great Circle Learning® // www.greatcirclelearning.com