What is Template Studio and how do I use it?

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

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).

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.