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hello welcome to getting started with Scrivener part 3 customizing your Scrivener project and saving it as a personal template I'm Vanessa here in the previous section I showed you how to set up your Scrivener project using the preset templates that come with Scrivener but if you have a specific format that you like that has customizations in it it's possible to save that as a personal template so that you can use that as the basis for future projects so let me show you how okay so here we are in Scrivener and before I get started on talking about what types of customizations you might want to save in a project template let me just go over briefly the a couple different ways that Scrivener handles customizations so there are customizations that apply to all Scrivener files that you create and all Scrivener projects for example if you add or subtract icons to the toolbar that's a Scrivener wide customization so it doesn't matter what project you're in you're always going to see the same tool bar if you want to know what are some other Scrivener wide customizations if you're on a Mac you would go up to Scrivener preferences and if you're on a Windows machine you would go to tools and then options and the window will look a little bit different on with the windows version and it may look even slightly different on Scrivener to for the Mac because this is Scrivener 3 but generally any of these tabs here are going to be Scrivener wide customizations if you look over in my notes area it's colored and it's lined that's something I set up over here as well so again Scrivener preferences or tools options on the Windows machine will give you an idea of what types of Scrivener wide customizations are possible and those are things you don't need to save in a project template so what kind of things do you want to consider when you're thinking of customizing your own project template well if you watched any of the videos on using scriveners project templates you'll remember that what set the different templates apart was usually how that binder was arranged and what documents were included so think about what type of project you want to create and then is this the type of project that you're going to be creating multiple versions of in the future because if you're not going to need the same foundation every single time you start a new Scrivener project then you don't really need to create a project template the purpose of a project template is just to save you time so that you don't have to go through and add all these folders and documents and assign labels and make sure that label colors are showing and then assign the custom icons etc so before you start you should sit down and think about what is the foundation of the type of project you're creating so this project has been set up as a three-act structure fiction project so I have my axe as big folders with chapter folders underneath Bo's and each chapter folder has three scenes and then I've named a couple of key points in the structure here I have my climax scene and then I have my inciting incident now I said the color and the lines of these notes over here on the right are a Scrivener white change but what you type in there is project specific in fact this is actually document specific because if I go down to the scene it has a different set of notes so if we go up to the inciting incident so you could write yourself a little note here as to the purpose of the scene so that when you're starting a new book you're reminded as to some of the basic structure you're trying to follow again tailor this to your writing process whatever works best for you then you can include as many different folders in here so I have an ideas folder an outline style guide anything that you would typically be creating for a new project in Scrivener go ahead set it up in the binder for your project template think generic if you're writing blog posts maybe you have a new Scrivener project for every website you do blog posts for and one of the things you have to include in your binder is a style guide maybe word count restrictions maybe you create a document every time that tracks how your submissions are whether they were accepted or rejected or whether their edits maybe you track your edits in a status which I'll talk about in a moment and if you watched the nonfiction video you saw that one of the examples I went over was the APA paper which had this document with specific format for references so if you are submitting multiple projects to the same journal or the same you know university department and each project has the same formatting requirements for references or footnotes or anything you can put in some dummy text to show exactly how the reference needs to be formatted anytime you're doing inline font changes where you're going from regular text italics and bad that needs to be done here in the actual document window that's not something that can be handled during compile compile if you end up applying something like an italic is going to apply to all text and so if you were to try to stay take this document and don't compile say for reference you know your references you want it to be italicized then this plain text here would also end up being italicized or maybe they've given you an example paper or a PDF of the guidelines and you could just pop that into your research folder in your binder since I'm in this specific template that has documents that deal with formatting let me just talk briefly about the types of formatting for this editor window there are two places where you can change the text as you're seeing it as you're typing so as I said before if you're doing like an inline change you can just use this bar up here to do bold italic whatever you can apply styles and font and font sizes and spacing you can also go up and do that in your Scrivener preferences or again on Windows it's your tools options and there's this editing option again the menu might be slightly different depending which version of script are you using but what this does is this allows you to set the base text formatting that Scrivener uses every time it creates a new document again all your standard font options the family centering spacing etc but what you need to bear in mind is that both of these options are just changing the text as you're typing it they're not actually necessarily affecting what it looks like as it leaves Scrivener so one of the big advantages to having a compiled is that let's say you've got bad eyesight and as you can see down here in the lower left I have a 200% zoom on this window well maybe you need something more than that so you could set your font size to as big as you need it to be in this editor window you could set the font to a font that's easier on your eyes you can even change the color if black is hard for you to read and you want something softer and then during compile you can tell it to override all of that and export it in whatever industry standard you're going toward so maybe Times New Roman 12 and then it's a black color for the text what you want to keep in mind when you're deciding whether or not you need to make a formatting change inside a document in the editor window or whether you can handle it during compile is that compile is going to basically apply to the entire document so again like I said before in mine italics like this you would handle here in the editor window if you're going to Center something just a line of text again you would handle that here in the editor window I'm not going to talk about how Scrivener handles styles in compile because that's a specific descriptor 3 but basically just think that if the change you're making is just going to be for one segment of your document then you want to do it here in the editor window but if it's something like the font face you're going to want to apply to the entire document then you can do that during compile and if you have a document where you need to change from Times New Roman and then you're using another font to show that somebody's sending a text message there are ways to handle that but that's beyond the scope of this video but in general like I said anything that's going to just affect a small portion of your text within the document you do here in the editor window anything that's going to apply to the entire document you can handle during compile so just keep that in mind when you're thinking about what documents you're saving in your project template that you don't necessarily need to be finessing the big level font issues and then something else you need to be aware of is that because if the compile feature this is not a print view that you're seeing so you're not going to see here in the editor window your header your page numbers your footer all that happens during compile but if you have a document where you know that you're going to want Scrivener to keep to a specific formatting just for that document you can tell Scrivener during compile keep the exact formatting that I have in this editor window in a case like this where you've got your indent on the second line maybe that's something that you'd want to set up so one of the ways you can do your indents is to show your ruler and this is Scrivener 3 so I'm going to go up to my view icon and do show ruler and if you're in Scrivener 2 and the Windows version then go up to your format menu and look for the show or hide ruler option and then you can go ahead and just as if you were in a normal word processor you know drag your indents and your tabs around so let's go back over to our other project as you can see I have assigned labels to the items in my binder and the labels and this is Scrivener 3 so they're down here on the right bottom you can see here are my labels if you're in Scrivener 2 or if you're on Windows version before Scrivener 3 for Windows is out then you're going to have your label somewhere up in the middle of your inspector but labels are something that our project specific so you want to go ahead and create any labels that you know you always want to assign to documents so some of the ones here you know we have hero heroine villain or maybe you want to track things more like this is a dialogue have you seen or if you're a blogger maybe you want labels by topic so your green one is on the environment and maybe your purple one is on relationships so you could just look in your binder and automatically see which documents fit into that category you could also as I mentioned set up a status these statuses are all basically revision stages but you could create a status for anything that you wanted to track so maybe you want to track your submission status instead and you want to know whether or not something has the status of being submitted it's waiting for approval it's you know been returned with edits whatever you can only assign one label and one status per item in your binder so again think what the similarities are going to be for any project created from that template then decide from there if you need to create custom labels and custom statuses labels as you can see here in the binder you can show their colors in the binder so it's a nice official shortcut to do that you go up to view use label color in and then you have a choice here and I have icons ticked and I have index cards ticked I could also do binder this is Scrivener three so binder just puts a big dot next to it in Scrivener two and Scrivener for Windows you're going to get the background to this row changing color and that's what this option here is for you no notice that if that item is highlighted you still see the colored circle but it can move off it then it just goes to the that row being highlighted this is what happens when you have the index card set to display the label color and then if I would under my status and I say this is first draft I could also dude view corkboard options show status stamps and this is where you would see your status easily for all the items let's say in a chapter this is a great way to get a big picture look at your documents and where they stand in regards to either your revision timeline or your submission timeline whatever you're using your statuses for it so again labels statuses they're both projects specific and also whether or not you're showing these status stamps and whether or not you're you're showing your label color in various places you also want to set those up in your project template because those are project specific and in case you're just wondering how to add or change the existing labels or statuses you just go down or again to the middle or they're located and go to the edit and then you can type over any of the existing names or add new ones Scribner comes with preset set of icons that are Scrivener wide if you upload custom icons you have a choice whether or not you're going to save them Scrivener wide or just to a specific project so if you are going to upload custom icons that are just for a certain type of project you would want to save those as your project template so once you have decided on the items that you want in your binder oh and one more thing you can rename this top-level folder whatever you want so you call afraid if you wanted to and if you remember again from my videos on the various templates that changed you know it starts off as draft and the blank template here it's a manuscript in the screenplay I believe they called it a script you know poem whatever you want to call it alright so your project is just the way you want it let's go ahead and save it as a custom template so we'll go up to file save as template and then you get this window so I'm going to call it my awesome novel template maybe I'll put a year on it the default category to save it into this fiction and this category coincides to those categories on the project template chooser window again if you saw the previous videos on project templates you'll remember that there was a list of categories Scribner had set up in the left-hand column and that's what these categories are coming from here so the manuscript book icon is the default for fiction but you could choose any of these you could do something that has a mask and it gives you a little drama ask let's say that you don't want to put this into a regular category maybe you want to create your own custom category you'll see down here that you can do that and then you can type in a custom category name I'm just gonna leave this as fiction and then I didn't talk about this but if you have set up Scribner three Styles for some of the documents in your binder you need to make sure that you tick this box to make sure that the Styles were saved into the template but talking about styles was beyond the scope of this video so now we have our basic details here and then we'll go ahead and okay and now the next time I want to go and create a new project and I go down to fiction here is my awesome novel template and then I could just choose it gives the new project a name and then I'm all set once you create a project from that template obviously that project is a standalone so any changes to make sure that project individually are specific to that project if you want to make changes to your template come in here create a new project based on your template make the changes you want and then save that as a template again using the exact same name so it overwrite single template so that concludes my video on how to save customizations in your own personal project template I hope you found it helpful until the next video happy writing bye [Music] [Music]