You can upload a customized stylesheet to suit your organization’s branding and layout standards. This can be used as the basis for publishing your specifications from Chorus. This article explains how to upload and manage custom stylesheet templates (step 3 below).


The steps involved to customize and manage your custom stylesheets

  1. 01 Download the 'Default stylesheets templates' provided.
  2. Customize them to suit your brand standards. Change styles and lists, insert images, change margins and page layouts, etc.
    1. 02 Customizing your stylesheet template.
    2. 03 Customizing your stylesheet template (advanced).
  3. Uploading and managing your stylesheet.
    1. How to upload the stylesheet template into Chorus.
    2. Testing that your stylesheet publishes as intended.
    3. Activate the stylesheet so that it is available for your organization users to use.
  4. Publish specifications using the custom stylesheet.


Before you get started

We recommend using the 'Default stylesheet templates' as the basis for your stylesheets because they already contain the styles, lists and placeholders that Chorus needs for publishing specifications. 01 Download the 'Default stylesheets templates'.

 

Please note: 
Custom stylesheets are available with 'Chorus Pro' (and above) subscriptions. 
Uploading and managing stylesheets is restricted to 'Organization administrators'.


Overview Video


Uploading a stylesheet template into Chorus

You can add and manage multiple stylesheets via the 'Stylesheets' area of the 'Organization settings':



What permissions do I need?

Stylesheets are managed in the 'Organization settings' area, so you will need to be an organization admin to set up the stylesheets for your company. For information on setting the Organization administrator role, please see Managing users in your organization.


Uploading stylesheet templates


Important to note:

  • Chorus only supports stylesheet templates that are in the .docx format. It does not support .docm or .doctx, .doc or any other file format such as .pdf, etc.
  • The maximum file size is 10MB – this is to allow embedded fonts and images. If your file size exceeds this size, we recommend reducing the resolution of images to reduce the overall file size.
  • IMPORTANT! Please ensure that you set the correct region in the top drop-down before uploading your stylesheet template. The region in this dialog is directly linked to the content set, and will result in this stylesheet not being visible when publishing your specification.
  • The 'Title' field should be used to give the stylesheet template a descriptive label that will be understood by the users – this is what they will see in the drop-down when selecting during publishing.
    • If you do not complete this field, Chorus will default to using the filename as the title.


What happens when you click on 'Upload'?

After you click on 'Upload', Chorus will perform a number of tasks:

  1. Chorus will check that the file type is a .docx.
  2. Chorus will perform a security scan on the file. This may take several moments and will happen in the background. Other tasks can be worked on whilst this is in progress.
  3. Once the security scan is finished, the status will be updated to 'Uploaded' and state the specific time of the upload. It will have a state of 'Inactive'.

We recommend keeping a saved copy of the stylesheet template (.docx) that you upload into Chorus. If you need to iterate this stylesheet further, you can use this copy as the basis for this and re-upload a new copy.



Testing and activating your custom stylesheet

This is another really important step. 

When you upload a stylesheet, it will initially have a state of Inactive. This is so that you can perform a test publish before it is made available to the rest of the organization’s users.


Once you have tested it and approved it, you should change the state of the stylesheet from Inactive to Active.



As an Organization admin, when you are in the publishing wizard, you can see and choose from Active and Inactive stylesheets that have been uploaded. This is so that you can perform this action of testing before releasing. Users can only select stylesheets that have been marked as Active, thus restricting them to use of pre-approved stylesheets only.


Deactivating a custom stylesheet

If you no longer want a stylesheet to be visible to non-Org admin users and want to avoid confusion, you can deactivate it. 


If you no longer need a stylesheet, you can delete it. This action cannot be undone – deleted stylesheets cannot be restored.

 

If you delete a stylesheet while it is being used for publishing, Chorus will allow the publishing jobs to finish. Deleted stylesheets will no longer appear in the 'Publish specification' wizard for selection in newly published jobs.


Edit details

If you need to change the title or notes given on a stylesheet, you can do this by clicking ‘Edit details’.


 

After a stylesheet has been uploaded, you can change the title and notes. The title is what users will see when they select a stylesheet to publish with.

 

If you need to change any of the fields that are fixed after the stylesheet is uploaded (Filename), we recommend deleting the stylesheet and re-uploading it with the correct entries.