Adding a custom envelope

Note: System envelopes cannot be deleted or have records added to or removed from them.

To add a custom envelope, you can either:

  • Make a copy of an existing envelope.
    1. Click the down arrow on the right-hand side of the Family Envelopes button and select Manage Envelopes...
    2. In the Manage Envelopes dialog, click the Clone button next to the envelope you want to copy.

or:

  • Create a new envelope from a record.
    1. Select the record name in any of the following: Browse tree Search results list Chart Stage plot area Chart/Select Results List
    2. Right-click, then click Create Envelope in the context menu. The record will be added to a new envelope named "Custom Envelope n".

    You can create a new envelope containing multiple records:

    • By selecting a folder in the Browse tree (all records in the folder are added to the new envelope).
    • By selecting all records in the Results List (right-click and Select All in the context menu).