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.
In addition to converting documents to templates, you can create page templates within one template. These page templates can then be used to add new pages to the document.
Note: Page templates can only be used in 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 page template, 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 on 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 the page templates you've created and saved in the document.
- Click on one of the page template thumbnails to insert a new page, to 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” or "Edit Brand 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 brand template categories
As an admin, you can customize how users find your brand templates. 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.
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: Click on the "Template" tab on the left.
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.
STEP 5: Name your document and pick a folder you would like to save it to.
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 users at "Can View". This means you will be unable to edit or delete a template. If you are a team admin, you can edit or delete the 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.