From a dashboard or slide record that uses Slate, you can open the Slate Editor by clicking Edit Layout. This will open the Slate editor for this Dashboard or Slide that will look like this:




In the toolbar on the left, you'll see a few options:


Settings: overall settings for the Slate such as default dimensions and background color.


Templates: predefined templates that you can use to shape and style the current Slate. For example, you can choose the 'Blank Infographic' template to set the dimensions of your Slate to a long format.


Charts: add your previously created dashboard charts to the Slate. Select the Chart you want to add and it will automatically be dropped on to your Slate. From there, you can click and drag to reposition the Chart on the Slate's grid.


Text: allows you to add static text such as annotations to a given Slate.


Shapes: allow you to add shapes like circles or rectangles to the Slate.


Elements: quickly access all of the elements on your Slate.


Adding an Element

Here we'll add a Chart to the Slate. Select the Chart option and a menu will open with all the Charts associated with this particular Dashboard.


Clicking on the Chart will drop it on to the Slate for you to reposition. 


We have a grid system built in to Slate Editor that will automatically snap the chart to the closest grid coordinates for easy positioning.



Resizing a Chart

We have resizing functionality built right in to the elements themselves. Clicking on the edit Pen will activate the resizing handles for the Chart. Drag any of the handles to resize the Chart.