Learn how to use create a custom template and share it with your users:
Launch yourself into the creative process by using templates in Lucidpress. Using templates, you can customize documents while preserving their layout, a process that increases the efficiency and facilitates the consistency of your work.
Once you have created your document and set up locking restrictions and smart fields (optional), you can now share this document as a template so that your users or other individuals you collaborate with can create their own documents from your template.
- Go to the main docs list page in Lucidpress.
- Find your document. Hover over your document and click More.
- Click Convert to Template. A new window will open where you can put your template in a category. Be sure to check Enforce locking restrictions. (Locking restrictions is only available to team and enterprise accounts)
- Share your template with your users by clicking the --- more button and selected Share. Make sure you set the permissions to Can View. If you don't select this setting, they will be able to generate a document from your template
You can generate documents from custom templates. Custom templates are identified by the word "Template" above the title. You can generate copies of these templates and customize them. The copy will have the same layout, content, and settings as the original, but any changes you make to it will not affect the original.
- Find the template. You'll know it's a template because the file will have the faint word TEMPLATE above the title.
- Hover over the template and click New.
- Once you click New, you will see a pop-up that tells you the document will be placed in your 'My Documents folder'.
More Template Options
Right-click on the thumbnail of a template or click to access the following options:
- New from Template: Create a new document from the template.
- Edit Template: Open the original version of the template to make changes.
- Edit Template Details: Edit the category, description, or locking restrictions that you set when you created the template.
- Convert to Document: Convert your template back into a normal document.
- Share: Share your template with other users so that they are able to open editable copies of it.
- Details: View the category, description, and locking restrictions that you set when you created the template.
All the other options shown in the menu (Rename, Copy, Delete, etc.) will interact with your template the same way as with normal documents.
Note: Page templates can only be used in the documents in which they are created. You will not be able to access them from other documents in your account.
Create Page Templates
To create a template from a document page, follow these steps:
- Open a document. On the left side of the editor, right-click on the thumbnail of the page and select "Create Template from Page."
If you do not see your page thumbnails, click on the triangle at the middle left.
You can also create a template from a page by clicking "Page" at the top of the canvas and selecting "Create Template from Page." To create a new template using a blank page, select “Create Blank Template.”
- In the pop-up that appears, enter a name for your page template and click .
To access and interact with your page templates, click . A panel will open that contains all of the page templates that you have created and saved in the document you have open.
- Click on one of the page template thumbnails to insert a new page, in the style of the template, into your document.
- Right-click on one of the thumbnails to open a menu of ways to interact with your page templates.
If you need to make edits to your template, hover over the template and click More. Then, click Edit template. Remember: if a user made a document from the template, any future changes you make to the template will NOT be applied to the older documents. Only future documents created from the template will include the new changes.
- Smart Fields
- InDesign Import
- Basic and Advanced Locking
- Custom Templates
- Real Estate Data Import (REDI)