You can edit a few areas as part of the initial setup of the software (and amend whenever needed) that can be rolled out across your firm.

Items that can be edited are:

• Type of shapes and colours for entities
• Settings for the output
• Corporate colours and Logo

It is recommended that you take a backup of the below file before you start editing this item.

• Go to the Settings Tab
• And Select Resources

Editing the resources:

• Enter a name for this pack - Resources Name

• Save the file as a resources pack file (*.fcres) that others can access on a shared drive.

• To edit the default settings Click on the Cog to open up the settings

• From here you will be able to set firm wide defaults

• Your Chart can be customised with your firm’s colour and Logo.

If you have any questions, please contact our support team at [email protected]