Show Contents

Quick Start

Overview Create a territory map quickly by hand Create a map with sample data

Saving, Opening, Downloading & Printing

Overview Saving a Map Basic Save Opening a Map

Opening a Saved Map

Overview Basic Open Detailed Open Functionality

User Interface

Overview Vertical Button Bar Top Left Menu Buttons Centre Menu Panel Top Right Menu Buttons Map Control Panel Common User Interface Features Sharing Login Details

Changing the Map Colours

Overview Page Layout Colours Colour Palette

Excel Import

Overview Uploading Excel Files Entering Data Manually Validating Your Data Excel Import/Export

Additional Data

Overview

Map Features

Overview Showing/Hiding Features Postcode & Town Labels Countries and Regions

Circles

Overview Positioning Circles Circle Rings Circle Settings Circle Colours Circle Labels

Markers

Overview Marker Settings Adding/Deleting

Help & Support

Overview Videos Files

Saving, Opening, Downloading & Printing Maps

Saving a Map

All maps are stored on the secure web server in our own encoded file format in a database. Maps should be saved regularly to avoid loss of data should your connection to the internet be interrupted or an error occur for whatever reason. It’s very easy to save a map and continue working so if a failure does occur you will not loose all your work, just the changes made since your last save.

Basic Save

1. Clicking the save button will open the save dialog box in the middle of the screen. If this is the first time you have saved, you will not see anything in the large box in the centre of the save dialog window. If you have previously saved maps, they will be listed here.
2. A default name will appear in the file name box “Map Name”. To give this map a unique name enter it here.
3. You will be limited to saving your map in our own file format if this is the first time you have saved. When your map has been saved once, it will be possible to save in in all the other file formats.
4. Click the green save button and wait a few seconds. A green progress bar will move across the screen which signifies the system is working. A spinney wheel will also be present in case the progress bar isn’t working on your browser.
5. When the save has been completed successful, a small message will appear on screen to inform you of this. Clicking close will get rid the message box and return you to editing your map.
6. When your map has been successfully saved into the system it becomes possible to export or save the map in various other file formats (explained separately).

Opening a Map

Firstly, you must be logged in with valid account credentials to be able to open a stored map. Opening a stored map brings up a similar dialog box to the saved map.

Basic Open

1. Clicking the open map button (top left) will bring up the Open Dialog box in the middle of the screen. All other items on the page will be disabled apart from those available in the Open dialog box.
2. Scroll down the list of files you want to open and select one by clicking on it once with the mouse. It will become highlighted with a blue background and the File id will be shown in the File name box denoting which file has been selected.
3. Click the green Open button and wait a few seconds.
4. The selected map will appear on screen after a few seconds, be patient as the system can only work as quickly as your internet connection will allow.