Project Templates

Merlin is a document based application where data is saved in individual files. Like most other document-based applications, Merlin files can be based on pre-defined templates or saved as templates.

How to create a new project based on a template

  1. Select "File - New Project".
  2. Select the template you wish to use.
  3. Press the "Next" button to further customize the template or "Create" to create the file and start populating it.
  4. If you chose "Next", you can choose the type of project, currency symbol, project start date, etc. Several customization options are grouped under tabs.
  5. Select "Create" to start using your newly customized project file.

It is also possible to save any project file as a template. User created templates are listed among the bundled templates

How to create your own template

  1. Select "File - Save as Template…"
  2. Merlin defaults to "~/Library/Application Support/Merlin/Project Templates". You are free to save them anywhere else, in case you want to provide this file to someone else, but if you do, Merlin will not offer this template when creating a new project.
  3. Your template is now listed when you create a new project.

If you want to edit your template, open it using "File - Open" menu entry and navigate to the location of the template. Default location is "~/Library/Application Support/Merlin/Project Templates"

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