How to add or update a grid in your Buildout documents

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Buildout can add specific pages to your document templates that will pull in content from your grids that are fully branded to match the rest of your marketing collateral.

NOTE: This article uses the Buildout Grids Multifamily core model.

Getting started

Before you use a grid in your document, be sure your grid’s data is correct. Learn how to create, edit, and customize a grid here. Once you are ready to use your grid, create a new document or open an existing one.

Pull up a Buildout Grids-enabled page (‘Grids’) from the Page Library. Buildout Grids-enabled pages are highlighted in green in the Page Library and include the Grids icon next to the page name.

Certain Buildout Grids-enabled pages will automatically populate with cast(s) from your grid. A message will appear on the page if the grid needs to be configured first. Click the Select Grid button. Next, select which grid you would like to include on the page.

Select + Create new grid if you want to create a new grid from a grid template.

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Adjusting the layout

The ‘Grids’ page allows you to choose a horizontal, vertical, or full-page layout. Choosing a horizontal or vertical layout allows you to add multiple casts on a single page.

To further configure the page layout, select the Options drop-down menu. For each section, you can choose to include content from a Grid or another type of content: Table, Text, Bullets, Photo, or Map.

Editing grid content from inside your document

If you need to make a change, click directly on the page to edit. Clicking on the page is a shortcut that will take you right back to your grid where you can edit the data, change the selected cast, and resize content.

Step 1 — Edit Spreadsheet tab

On the Edit Spreadsheet tab, make any necessary changes to your spreadsheet, and click the Save button. Note that changes made on this tab are permanently saved to your grid. To skip to the next step without making changes, click the Done button.

Step 2 — Change Selection tab

The Change Selection tab allows you to choose the content you want to include as a cast in your document. You can choose from a set of suggested casts or grab a custom selection of cells.

Content Types

  • Suggestion — Use a suggested cast to quickly select a commonly used excerpt from your spreadsheet, like the Unit Mix or Income/Expenses table. Suggested casts can be pre-configured in the grid or a grid template.
  • Whole Sheet — Display an entire sheet.
  • Custom Range — Manually select a range of cells to display.
  • Chart — Display a single chart.

Once you have set your selection, click the Next button.

Step 3 — Preview & Resize tab

You can resize rows and columns from the Preview & Resize tab and manage overflow so your content fits correctly on the page. The blue dotted line represents the size of the cast area in your document. If your selection is too wide or too tall to fit in the allotted area, you will be alerted that you need to resize your selection.

Additionally, from the Preview & Resizetab, you can repeat header rows, hide and show columns or rows, or reset the resize settings.

If there is vertical overflow, Buildout will automatically generate additional pages for you. Use the drop-down to repeat the header rows on each page.

To hide specific columns in your cast, click the Hide & Show Columns button. Next, deselect the blue checkbox to hide the column.

To hide specific rows in your cast, click the Hide & Show Columns button. Next, deselect the blue checkbox to hide the column.

Note: At any point, you wish to show a row or column you previously hid, return to the Preview & Resize tab and click the Reset Resize Settings button.

Once you have edited your spreadsheet, changed, and/or resized your selection, click the Save button to return to your document.

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