Learn everything you need to know about Lucidpress templates.
Templates can be made on any subscription. Advanced locking is available on Team and Business accounts.
How to create and edit templates
Step 1: Create a new document.
Make it snazzy! Put images and text as placeholders where needed. Consider watching this video: Customize a standard template.
Step 2: Add smart fields
If you want your document to auto-populate with information, add smart fields to your text. See our “Smart Fields” article to learn more.
Step 3: Add locking
Lucidpress has various types of locking you can apply to objects to keep your brand consistent. The Team and Business subscriptions allow you to utilize the full capability of locking. Our other subscriptions allow you to fully lock objects.
To learn more about locking, visit our “Locking” article.
Step 4: Adjust the size of the text boxes
If you lock your text boxes, remember to make the size of your text boxes the largest it can be. For example, if you have a short text box, but someone has a long name, the text might not fit. When locked, the text box will not automatically expand.
Step 5: Convert to a template
Locate your document. Click "More", then "Convert to Brand Template" (if you want it to be in the template section) or "Convert to Template" (if you want it to be a personal template on your "My Documents" page).
NOTE: The conversion process takes some time. Wait until the document is fully converted before clicking on anything else. If you're converting to a brand template, you will know the conversion is completed when Lucidpress automatically opens the template page.
In addition to converting entire documents into templates, you can create templates out of individual document pages. You can then use these page templates as a starting point for all of the pages within a document.
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:
1. 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.
2. In the pop-up that appears, enter a name for your page template and click "Ok".
Work with Page Templates
To access and interact with your page templates, click the page icon on the left. 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.
How to organize template categories
Navigate to the “Templates” tab in the left panel. Click the “Manage Template Categories” button in the bottom-left. We automatically have filters for document size, number of pages, and document orientation. Feel free to create and add as many filters as you’d like.
Some examples may include:
- Category (postcard, flyer, brochure, etc.)
- Season (summer, spring, fall, winter)
- Purpose (case studies, presentations, trade shows, etc.)
- Agent type (single agent, two agents, agent team, etc.)
Go to the “My Documents” tab and locate a template you want to convert.
Click “More”, then “Convert to Brand Template”.
A copy will be created and placed in your brand templates. Name this copy and click “Copy and Convert”.
After the copy is created, you can then add the appropriate tags you created as mentioned above. You can also add a description to the template and share the template with the right groups.
If you realized you’re missing a category, click “Manage Template Categories” on the bottom-left of the window.
Locate the template in your “Brand Templates” section. Right-click and select “Edit Brand Template Details”. You can quickly see the categories in the details pane as well.
How to use templates
In the “Template” tab on the left, you will see a drop-down with four types of templates:
Brand Templates: These are core to your brand and are commonly used by your users. Most of your templates will be found here because you can fully customize the category bar on the left.
Personal Templates: Any templates you create will be found here.
Shared Templates: If someone shared a template with you, you can find them in this section.
Lucidpress Templates: All Lucidpress templates are located here.
STEP 1: When you create a document from a template, it’s saved in the folder you were last in. Locate the folder you want to place the document, then click the “Template” tab.
STEP 2: Use the categories on the left to narrow down your search.
STEP 3: Select a template to view information in the details pane. By hovering over a template, you can preview it as well.
STEP 4: Double-click on the template to create a document.
When you create your brand templates, you can set up the sharing for that specific template. Only those you share the brand template with will see it in the “Brand Templates” section.
Locate the template in your “Brand Templates” section. Right-click and select “Edit Brand Template Details”. You can quickly see the sharing in the details pane as well.
By default, when someone creates a brand template, it is shared with everyone else at "Can View" even if you are a team admin. This means you will be unable to edit or delete a template if you are not the owner.
Reach out to the owner of the template. They can right-click on the template and select "Share". They can add your email and adjust the permissions to "Can Edit and Share".
When you right-click on a brand template, you see two similar options: “Edit Template” and “Edit Brand Template Details”.
Edit Template = open the template in the Lucidpress editor. You can make changes to the actual document.
Edit Brand Template Details = edit the categories, template description, and sharing.
- Smart Fields
- InDesign Import
- Basic and advanced locking
- Data automation
- Custom templates