Learn how to create, save, and share design templates
Table of contents:
There's a great way for those who use our online Design Studio frequently to create multiple publications starting from the same layouts. With a premium subscription, you are not limited to using our templates, but you can create your own!
When you save your design as a template, you can use it to create new publications with the same layout settings, objects, and styles. This will save you much time when making multiple publications with a consistent layout and format.
How to create a new template design
If you want to create a new template, go to Design Studio, and start creating the design as usual. Once you are happy with the result, go to File and click on Save as template:
Remember that you can also turn a flipbook into a template from My Flipbooks with just a few clicks:
Regardless of the method, the design will be saved as a template in your workspace.
Important: Saving a flipbook as a template does not increase the total number of flipbooks in your workspace.
How to access your templates
You can find the template by going from the Main Dashboard to the My templates section.
When you access My Templates, you will have these options available for each template:
- Use Template - add a new flipbook in the My Flipbooks section, which you can then use;
- Share template - share a template with other workspaces from your organization;
- Edit - edit the template;
- Make a copy - create a copy of the template;
- Rename - edit the name and the description of the template;
- Labels - add a label to your template;
- Move to trash - send the template to trash.
Important: As you can't edit the content of a PDF in Flipsnack, you will not be able to upload a PDF and turn it into an editable template. You can use a PDF as a part of a template, but every page of that PDF will be displayed as a static image that can't be altered.
How to search for a template
Now, let’s say you’re in the Design Studio, preparing to create a new publication, and you want to search for a specific template to start with. Click on Templates, and type the desired keyword(s) you’re looking for in the Search templates tab.
To find exactly a template design or a template page you’re looking for, you can use the exact search option. Type your keyword(s) between quotation marks (e.g., “catalog template") in the search bar, and the results displayed will be only templates and pages containing that exact keyword.
Remember that the Templates tab will display results based on the entire Flipsnack template library and your created templates. The Pages tab will only display pages from your created templates from the current workspace you are working on.
You can also lock templates or lock certain elements in your templates and flipbooks. This might be helpful if you share your workspace with other team members that use your templates and you want them to keep everything or some elements the same in the new publications they create.
Your saved templates are private, so you don't have to worry about anyone else using them. They will only be accessible to you or your team in your team workspace. However, templates that haven’t been saved and are still in draft form, unpublished, will only be accessible and visible to Owners, Administrators, or Editors.
We hope you enjoy creating and using your own templates! If you have any questions or recommendations, contact us on our live chat support!