Creating a Document from a Template
This article applies to the following permission levels:
|❌ Contributor||✅ Author||✅ Designer||✅ Admin|
Document: Documents are the individual pieces of collateral (e.g. brochures, web ads, signage, business cards, social media tiles etc) that can be created from a template. These documents can be edited based on the inputs available in that template. Documents may or may not require approval in order to be exported and downloaded, shared or printed.
Template: Templates are files that act as a starting point when creating documents. Templates contain pre-formatted elements to help you design your collateral according to your brand's style guidelines. Each template is populated with and controlled by a number of Inputs which allow users to edit the document's content.
Template Library: The Template Library is where all the organisation's available templates are stored in the Outfit platform.
This article will show users how to create a document from a template.
How to create a document from a template
From within an existing project
In the Projects screen, click on the project in which you would like the template to live. Alternatively, you may want to create a new project for the template by clicking on the 'New project' button.
Once you are inside a project, click the '+ New document' button on the top left to open the Template Library.
Find and select the right templates.
Click 'Create documents' to add these documents to the project.
From Your Projects or All Projects page
On the Projects screen, click the “New document” button.
Once you are in the Template Library, you can search for templates by:
a) Using the side menu to search by category
b) Searching keywords in the search field at the top of the page (e.g. "signage", "PDF", "A5").
Check the template description to ensure the template you choose is the right size and format.
Once you have selected one or more templates, they will appear in the tray panel at the bottom of the screen. From here, you can either preview the template or click “Create documents” to continue.
- Select where to store the new documents. You can either select an existing project, or create a new one.
- Confirm 'Create Document'.
Once you have created the document, then you can start editing it! For a step-by-step guide to editing your document, check out this article: How to edit documents using inputs
Frequently Asked Questions
What if I can't find the template that I am looking for?
If you can't find a template that suits your needs, please reach out to your Administrator as they may be able to tell you what templates are available, or you may be able to request for a new template to be built through them. Please note, all templates that you see in Outfit are prescribed by your organisation's Brand or Marketing team.
Please sign in to leave a comment.