If you need to use the same preferences for every project, or maybe different prefferences for different types of projects, you’re in luck with the time saving tip.

You are able to export and import preferences within Captivate.

Step 1 – Saving Preferences

To create the desired preferences, find the ‘Edit’ menu on the top left of your screen and select ‘Preferences’ at the bottom of the menu.

Here you are able to set the specific preferences of your choice that match the needs of your project and organisation’s standards. This is great if you have multiple clients with different needs within their preferences’.

When you have finsihed with selecting your pereferences click the ‘OK’ button and the dialogue box will close.

Step 2 – Exporting 

Now you’re ready to export your preferences.

To do this Select the ‘File’ menu in the top left and then select ‘Export’.

Chose a location to save your preferences file and you could call each one by their name e.g. Management Training Perefences File as an example.

Step 3 – Importing

Let’s say you have to switch between projects and you need to import your preferences file for the Management Training course.

To do this select the ‘File’ menu and select ‘Import’.

Find the location of where you saved your pereferences file and select ‘Open’.

You now have the same preferences for your specific needs.

Please always double check to make sure everything has been imported how you want it. Some settings might not get imported, but it will be a big time saver to keep your preferences the same.

Hope this was useful and please ask if you have any questions.

Luke