Accessing the Document Editor

The Document Editor allows you to create, customize, and save documents to be used across the MicroStrategy platform. It allows you to easily design documents, with field-level, pixel-perfect layout and formatting of dataset objects (that is, metrics, attributes, and so on).

Prerequisite

Before you can access the Document Editor, you must be logged in to a project.

To open the Document Editor to create a new document

1. Select New and then Document from the File menu of the MicroStrategy Developer interface. The New Document dialog box opens.

   If the Select a report dialog box opens, object templates are disabled for documents. Enable them by following the directions in Steps to use object templates.

2. The Empty document icon allows you to create a new document.

3. The Document Wizard icon allows you to use the wizard to create a document.

4. Other icons are document templates. Templates allow you to use an existing document as a base when creating a new document.

To open the Document Editor to modify an existing document

1. From the Folder List, navigate to your documents.

2. Right-click the desired document and choose Edit. The Document Editor opens.