Click and drag the Legend Manager to reposition it anywhere on the canvas.

Resize the Legend Manager by dragging the edges when the resize arrows appear.

Use the top-right expand button to make the Legend Manager fill the canvas.

Click the same button again to return it to the previous size.

Close the Legend Manager by selecting the X in the top-right corner.

Rename a legend by either:

Save the new name by clicking elsewhere in the Legend Manager or pressing Enter.

Right-click a legend to also Duplicate or Delete it.

Create a new legend by clicking Add Legend on the right side.

Select the correct legend set from the available options.

Click Name By to choose which attribute(s) will be used to label symbols in the legend.

Select a column header such as botanical name, common name, or another available attribute.

Press Enter to apply the selected naming field.

To use multiple attributes, select more than one column header.

Add separators such as spaces or dashes between selected fields so the names display clearly.

Remove unwanted fields by clicking Name By again and deselecting them, then press Enter to save.

Click Add Entry if a symbol is missing from the legend.

Choose whether to:

Click Add Column to create a new column for information that was not pulled into the legend.

Rename the new column if needed by right-clicking it and selecting Rename.

Use the new column to capture missing data such as quantity or other project-specific details.

Right-click any column or cell to access additional actions.

Available actions may include:

Delete any unnecessary column after confirming it is not needed.

Use these controls to keep the legend organized and aligned with project requirements.

Click the three-dot menu in the top-right corner of a legend to access advanced options.

From this menu, you can:

Use these options when you need to standardize, share, or remove legend data.

Resize columns by dragging the column borders to make fields narrower or wider.

Select individual entries to delete specific items.

Use the top-left selection box to select all entries at once.

Click the top-left box again to clear the selection.

Delete any unwanted entry, then confirm the deletion when prompted.

Use this step to remove symbols or materials that should not remain in the legend.

Be careful when deleting legends, columns, or entries; deletion may be permanent after confirmation.

When using multiple fields in Name By, include spaces or dashes between fields to avoid unreadable concatenated names.

Confirm that the correct legend set is selected before adding a new legend.

If a column or entry was not pulled correctly from the plan, verify whether it should be added manually before deleting or renaming anything.

Shared legends may affect other users in the company, so only save as shared when the legend is ready for broader use.

Use double-click to rename quickly instead of opening a context menu.

Use the expand button to work in a larger view when editing many entries.

Group legends by attributes when you need cleaner organization for takeoff or reporting.

Export to CSV when you need to review or edit legend data outside the application.

Use shared legends for repeated project types to reduce setup time.

Resize columns early so key information is visible while editing.