Click the Narrative1 Start icon on your desktop to open the Narrative1 Dashboard.
The Narrative1 Dashboard is a convenient place to manage your N1-Word and N1-Excel Templates, as well as your project files. Note that it does not contain or store your files; it is simply a tool for accessing them all easily in one place. Your N1 files, including both templates and project files, can be opened by the same methods used to open any other Word or Excel files on your computer.
To learn more about the Narrative1 Dashboard, watch the video below.
1. Template Folders
The column on the left-hand side of the Dashboard is dedicated to your template files. The column is further divided into two sections: Default Templates and My Templates.
- Default Templates are ExactBid's most current, unedited, N1-Word and N1-Excel template files. When the Narrative1 software is updated and the N1 Updater is run, the files in this folder are overwritten and updated. If a file becomes corrupted while editing a project, you can rely on these templates as a means for restoration. As such, we not recommend editing or customizing these files directly, as it's best to keep them as "clean," unaltered templates.
- The My Templates folder contains your customized N1-Word and N1-Excel templates. When you create a new appraisal project, your project will typically be copies of the files in this folder. Therefore, it is suggested that any changes that are consistent amongst all of your reports (e.g. logo placement) are made to these files.
2. Set Path
Set Path buttons are found above the Template Folders and Work Folders sections.
Click on the Set Path button above Template Folders to designate where your template folders and files are saved on your computer.
Click on the Set Path button above Work Folders to designate where your work files and folders (also called project files and folders) are saved on your computer. By default, these files are stored in the user's Documents folder. To save your projects to a network drive, click the Set Path button above Work Folders and designate the network drive as the target file directory.
3. Work Folders
The Work Folders section contains your project files and folders. When you copy files from a template folder (e.g. My Templates) and assign the project a name, they will appear here. Projects are listed alphabetically and numerically.
There are four additional functions on the bottom of the Dashboard window.
- Copy Folder
- Open Selected Folder or File
This button refreshes the Dashboard display. If you make a change to the file structure, such as deleting a file, or renaming it, or adding a new file altogether, those changes will not be visible until the Dashboard has been refreshed.
The Copy Folder button is used to create new projects.
1. Click to highlight a folder in the Template Folders side of the Dashboard then click Copy Folder.
2. Once the Save As window opens, double-click on any folders you do NOT wish to copy into the project.
In the above example, the "General Use, N1Invoice.doc" file will not be copied into the project.
3. In the Rename box, enter a name for the project.
Note these additional options:
- Save as work folder/Save as template folder: Select one or the other. For work projects, select Save as work folder. To create a new template/set of templates, click Save as template folder.
- Include subfolder(s): If the folder you are copying contains other folders (not just files) in it, click this check box to include those folders and their contents.
- Projects will be saved to this folder: This is the location the files will be saved on your computer. You can edit the location if you'd like the files saved somewhere other than the default location.
4. Once all desired settings have been made, click Save. The Save As window will close, a confirmation window will appear, and the new folder and files will be visible in your Dashboard.
Open Selected File or Folder
This button will open the file you have selected, such as N1Appraisal.xlsm or N1Report.doc, or a folder, such as My Templates. Double-clicking on a folder or file will produce the same effect.
This button will close the Narrative1 Dashboard.