Captivate templates

Hi Melinda and welcome to the Captivate forums!

I would recommend searching for "templates" in the Captivate help file. There's some good info in there.

In general, a template is simply a Captivate project that you've configured how you want (i.e. simulation vs. interactive project, or a custom set of recording options) and also added a bunch of stuff to that you'd like to appear in every project, like specific caption types, generic intro/overview slides, that sort of thing. You then save it as a template.

When starting a new project, you can then choose the "new from template" option and Captivate makes a copy of your template file, meaning all the settings and objects you added to the template are already there.

A downside is that Captivate caches all the captions in a project (and thus in a template) so if you're unsure of which captions you want in your template, play around in a test file before committing to a template. Otherwise, your template will contain every caption type you ever opened, which can be confusing if you're trying to enforce consistent caption usage.