Manage templates

Templating for admins

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.)

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Go to the “My Documents” tab and locate a template you want to convert.

Click “More”, then “Convert to Brand Template”.

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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.

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If 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 sharing in the details pane as well.

Edit_Brand_Template_Details.png

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.

Edit_Brand_Template_Details.png

Locate the template in your “Brand Templates” section. Right-click and select “Edit Template”.

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FAQs

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.

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.

 
 
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