Welcome to Building a Custom Toolbar
The main menu of the program has the ability to create and save a custom toolbar.
Clearing the Toolbar
Click "Main Menu" ==> "Layouts" ==> "New Toolbar" to clear the toolbar of any buttons.
Adding Buttons to the Toolbar
Just right click on any of the mina menu buttons to choose "Add to Quick Access Toolbar".
This will add the button into the quick access toolbar at the top of the menu.
You can put up to size spacers in the menu by right clicking on the spacers under "Main Menu" ==> "Help" .
Deleting Buttons from the Toolbar
Right click on the quick access toolbar button and select "Remove from Quick Access Toolbar".
Choosing Where to place the toolbar
Show Quick Access Toolbar Above the Ribbon - Right click anywhere in the menu and choose this to put the toolbar above the Main Menu.
Show Quick Access Toolbar Below the Ribbon - Right click anywhere in the menu and choose this to put the toolbar below the Main Menu.
Saving the Toolbar
The toolbar will save with the workspace when you save the workspace but you can also save the toolbar by itself. Click "Main Menu" ==> "Layouts" ==> "Save Toolbar" to save the toolbar to a file.
This will bring up a save dialog. Give the file a name and click "Save".
Opening a Saved Toolbar
Click "Main Menu" ==> "Layouts" ==> "Open Toolbar" to load a saved toolbar into the program. This will open an open file dialog, click on the name of the toolbar, and click "Open". The saved toolbar will appear in the quick access toolbar.
Creating a Default Toolbar for new Team Members
Team administrators only - Make the quick access toolbar how you want it for all new team members. Then save the toolbar. Next Click on the "Site Management" Tab, then then "Files" tab, and finally click "Add Toolbar". Choose the file to upload to the server and the toolbar will be become the default toolbar for new members. See "Files Administration".