A tear sheet is a one-page .pptx slide that gives important details about a company.

 

Create a Tear Sheet Template in Pipeline

 1   Go to your tracker.

 2  Click Tear Sheet.

 3  Select Create New Template.

 4  Select a Grid Layout. Select from:

• • • Square
    • Right Sidebar
    • Left Sidebar
    • Two Columns
    • Two Rows
    • Four Quadrants
      
      

 5  Click Next.

 6  Enter a Tear Sheet Name.

 7  Optionally select a Target as a preview example. The first alphabetical Target is selected by default.

 8  Click in the border around a section to set the canvas dimensions and toggle Datasite branding. Click Done to save your changes.

 9  Click in a section to adjust its margins. Click Done to save your changes.

 10  Drag and drop a component to a Tear Sheet section. When dragging components to sections with existing components note a green guideline location. Dragging a component to a place with a red guideline will cancel the drag and drop.  
The available components are:

• • • • Generic
        • • Open Text Field - Free text, useful for labels and static text
          • Select Text Field - Text from a column
          • Tag - A blue pill shaped component for 
          • Card - A box with a light grey border for text from a column. Includes the column name
            
            
    • Special
      • • Activities - list the Activities for the Target
        • Contacts - list the contacts for the Target
          
          

 11  Click a component to customize it. Component controls vary.  

1. 1. 1. Select a column to populate the component.
   2. Drag sliders to alter a component's font size, margins, and dimensions. 
   3. Click Done when finished.

 12  Click Save.

In the upper right of the Template creation window:

• • • Click Preview to toggle an example of the Tear Sheet
    • Click Export to save your Target example as a .pptx file
    • Click Delete Tear Sheet to delete a template