Edit an Existing Template’s Properties

Access: Super Admins, Super Editors, Group Manager and Group Editor have access to the “Templates” link in the upper right navigation and can add, remove, and edit templates in the account. Super level users can see all templates in the account. Group level users can see templates only for their respective groups. End Users will not have access to the “Template” link in the upper right navigation and cannot add, remove, and edit templates.

Click on “Templates” in the upper right navigation. Locate the Template to modify in the list. Sort the list using the up/down arrows to the right of the headers at the top of the list. Sort by template name, layout, size, date modified, date published, and actions.

Click the gear icon to the right of the template name. You will continue to the “Template Settings” page. Change the template name and associated groups by selecting all groups and subgroups that will be able to view and edit this template by checking the box to the left of the relevant group name. Check all or uncheck all by clicking the “Check All/Uncheck All Groups” box in the top right of the group list.

Click “Save Template Settings” to save or “Cancel & Go Back” to go back to the “Template” page.

Edit a Template

Access: Super Admins, Super Editors, Group Manager and Group Editor have access to the “Templates” link in the upper right navigation and can add, remove, and edit templates in the account. Super level users can see all templates in the account. Group level users can see templates only for their respective groups. End Users will not have access to the “Template” link in the upper right navigation and cannot add, remove, and edit templates.

Click on “Templates” in the upper right navigation. Click the Template’s name or the pencil icon to the right of the desired template. The Template Editor will open. Edit the template as necessary.

Delete a Template

Access: Super Admins, Super Editors, Group Manager and Group Editor have access to the “Templates” link in the upper right navigation and can add, remove, and edit templates in the account. Super level users can see all templates in the account. Group level users can see templates only for their respective groups. End Users will not have access to the “Template” link in the upper right navigation and cannot add, remove, and edit templates.

Click on “Templates” in the upper right navigation. Click the trash can icon to the right of the template you wish to delete. A popup box will appear confirming the deletion. Click “OK” to delete and “Cancel” to cancel the deletion.

Copy a Template

Access: Super Admins, Super Editors, Group Manager and Group Editor have access to the “Templates” link in the upper right navigation and can add, remove, and edit templates in the account. Super level users can see all templates in the account. Group level users can see templates only for their respective groups. End Users will not have access to the “Template” link in the upper right navigation and cannot add, remove, and edit templates.

Click on “Templates” in the upper right navigation. Click the double paper icon to the right of the template you wish to copy. A popup box will appear asking for the name of the new template. Provide the name of the template in the template field and click “Save Template & Continue.”

The new template will appear in the template name list.

Double-sided Templates

When creating or editing a double-sided template, thumbnail icons appear at the bottom of the Template Designer view. The “thumbs up” indicates which side of the template you are currently working on.

Template Backgrounds

When the Template Editor window opens, it shows the shaded template canvas with bleed and fold marks and two toolbars across the top to help create your template.

You do not need to use a background on templates. Images, graphics, textboxes, and image hotspots may be placed directly onto the canvas to create basic templates. If you want the template to include a background color, graphic elements, boxes, or other design and layout features, those elements should be first created in a standard design software (InDesign, Illustrator, PhotoShop, Publisher, etc.) and imported into the asset library as a “background,” which is available to those with admin rights.

Backgrounds should be placed on the canvas first, before image hotspots and textboxes. If no bleed is needed, place the background within the crop marks on the canvas, which indicate the actual paper size. If a bleed is required, the background should cover the entire canvas, which adds a 1/8 inch bleed edge on all sides.

Backgrounds should be saved in the asset library at the exact size of the template canvas at a resolution of 300 dpi as a jpg or png filetype. Add ¼ inch for bleed edges (1/8 inch on each side), if required. An 8.5 x 11 inch template with 1/8 inch bleed on all sides should be saved as a jpg file 2625 x 3375.