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What is Template Studio and how do I use it?

Learn more about the Template Studio and how you could use it.

Written by Justin Verhoeve

I. Overview

The Template Studio dashboard displays a list of available templates. Key features include:

  • Header: Displays "Template Studio" along with the number of available templates. A "+ New Template" button allows users to add new templates.

  • Search Bar: Enables users to search for specific templates by name.

  • Filter and Columns: Dropdown menus for filtering and customizing the columns displayed in the template list.

  • Template List: Displays a list of templates with the following columns:

    • Checkbox: For selecting one or more templates.

    • ID: Unique identifier assigned to each template.

    • Thumbnail: A visual preview of the template.

    • Name: The title of the template.

    • Last Edited: Date and time of the last modification.

    • Status: Indicates whether a template is active or inactive.

    • Actions: Provides options for managing each template (represented by an ellipsis icon).

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II. Key Features Explained

A. Adding New Templates

  1. Click the "+ New Template" button in the top right corner of the header.

  2. Follow the prompts to upload your InDesign package and provide a name.

Note: Depending on the file size, conversion to a template may take a few minutes. Users will receive an email notification once the file has been successfully converted.

B. Searching for Templates

  1. Enter a search query in the "Search for Template" bar.

  2. The template list will dynamically update to display relevant results.

C. Filtering and Sorting

  1. Filter: Use the "Filter" dropdown menu to refine the list based on specific criteria.

    Note: Available filter options depend on the selected columns.

  2. Columns: Use the "Columns" dropdown to control which columns are visible in the template list.

  3. Sorting: Click on column headers (e.g., ID, Last Edited) to sort templates in ascending or descending order.

D. Managing Templates

  1. Selecting Templates: Use the checkboxes next to templates to select multiple items for bulk actions.

  2. Individual Actions: Click the ellipsis ("...") icon in the Actions column to reveal a dropdown menu with options:

    • Edit: Modify template details or content.

    • Duplicate: Create a copy of the template.

    • Delete: Remove the template permanently.

    • Preview: View the template as a user.

III. Understanding Template Status

The "Status" column indicates whether a template is active or inactive:

  • Active templates are available for use in projects.

  • Inactive templates may be drafts or archived.

IV. Navigating the Template List

The overview displays a partial list of templates. To navigate through the list:

  • Use the scroll bar (if available) to view additional templates.

  • Pagination controls (if present) allow users to navigate multiple pages of templates.

V. Best Practices

  • Use descriptive names for templates to ensure easy searching and organization.

  • Utilize filter and column options to customize your view and focus on relevant details.

  • Regularly review and delete outdated templates to maintain a clean and efficient library.

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