Welcome to the newest version of Lucidpress.
The “My Documents” tab is cleaner than ever. Here’s what's new compared to the old version:
To begin a new InDesign import, click the “New” button, then “InDesign Import”.
If you want to create a new document from a template, go to the “Template” tab on the left.
Images are a big part of your brand. See your images up close in the left panel. Plus, with the details pane, you can quickly see which images are taking up the most storage or if your image is the right resolution.
See important information about your documents with just a click.
To see the details pane, click the “i” icon on the top-right. The details pane will provide quick information about when the document was created, who the owner is, the size, and which folder it’s located in.
- Click Team at the top right of your screen
- In the admin panel, click Lucidpress Beta
- Select to allow your users to view the templates, brand assets, and/or image tabs
Your brand colors, images, fonts, styles, smart fields, and brand settings are conveniently located in the left panel.
Everything is consolidated to the left panel. You’ll find your team and account settings in the left panel instead of the top.
When printing from Lucidpress, your shopping cart is also in the left panel.
Everything about Lucidpress 2.0 is focused on templates—the foundation of managing your brand.
Simply click “Templates” in the left panel, then double-click on a template you want to use.
In the top-left, you’ll 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.
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 can also add a description to the template and share the template with the right groups.
If you’re missing a category, click “Manage Template Categories” on the bottom-left of the window.
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.
Navigate to the “My Documents” page. Click “New > InDesign Import” to begin a new InDesign import.
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.
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.
Locate the template in your “Brand Templates” section. Right-click and select “Edit Template”.
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.