Brand templates are powerful. Discover how you can create branded templates so that your users can easily find and create on-brand documents in minutes.
Templating for users
If you want to create a new document from a template, go to the “Template” tab on the left. 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.
STEP 1: Go to the "Templates" 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 or click "New".
STEP 5: Name your document and choose a folder you would like to save it to.
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.)
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.
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 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.