Intro to templating

Templates

Simply click “Templates” in the left panel, then double-click on a template you want to use.

Lucidpress_2.0_Course_-_Untitled_Page.png

For Team and Business subscriptions, there are different types of templates. In the top-left, you’ll see a drop-down with four types of templates:

Types_of_Templates.png

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.

For Team or Business subscriptions, you can organize your templates with 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.)

Lucidpress_2.0_Course_-_Untitled_Page__1_.png

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

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

Convert_to_Brand_Template_Button.png

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.

Lucidpress_2.0_Course_-_Untitled_Page__1_.png

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.

Lucidpress_2.0_Course_-_Untitled_Page.png

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.

 

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.

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”.

Edit_Template.png

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.

 
 
Was this article helpful?
1 out of 1 found this helpful