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How do I fill in and download a template?

Learn how to personalize a template with your own details and create a document you can download or order.

Written by Justin Verhoeve

With a template you create your own flyers, posters, social posts and more in your organization's style. You fill in your details, and Marvia takes care of the design.

Note: Your portal may look different from the screenshots. The colors and layout, and the options and buttons you see, depend on how your organization has set up the portal.

Find a template

Your organization decides where templates are shown in the portal, for example on a page called Templates or Marketing. Use the search bar at the top of the portal if you can't find the template you need.

Click Create template on the template you want to use. Do you see Open or Details instead? Then it is not a template you can fill in, but a fixed item that you can view or order as it is.

Fill in your details

The editor opens. On the left you see the fields you can fill in, such as a heading, your store name, address or opening hours. On the right you see a preview of your document.

  • Fields marked with an asterisk (*) are required.

  • Some fields let you choose an option from a list, for example an image.

  • Does the template have more than one page? Use the page numbers above the preview to switch pages.

Change an image

If an image in the template can be changed, you see a small image icon on it in the preview. Click the icon to open the image window:

  • Select image: choose an image your organization has made available. Use the categories on the left or the search bar to find it, select the image and click Select.

  • Upload image: use an image of your own. This tab is only available if your organization allows it.

Create and download your document

  1. Check the preview carefully.

  2. Click Create document at the top of the editor.

  3. You return to the product page. Your document is also saved in My documents, so you can find it again later.

Check your document

For some products you first need to check your document before you can order or download it. You then see a Check document button.

  1. Click Check document.

  2. Look at each page carefully.

  3. Is everything correct? Click Approve. Want to change something? Click Decline and then Edit document.

Order or download your document

After checking, the button changes to Document approved and you can choose what to do next, for example:

  • Have the document printed.

  • Have it printed and distributed to your locations.

  • Download the document, or request a download.

Note: Which options you see depends on how your organization has set up the product. Does the product say This product needs to be approved? Then your marketing team approves your order or download first. You can follow it in My account › Workflows › Approval.

Next step: To find or download a document you made earlier, see How do I find my documents?

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