Create and edit templates

Templates are powerful. Create a template that can be shared across your team where they can create their own versions of the document you created. Learn everything you need to know about Lucidpress templates:

Types of templates

In the “Template” tab on the left, you will see a drop-down with four types of templates:

Brand Templates: These are core to your brand and are commonly used by your users. Most of your templates will be found here because you can fully customize the category bar on the left.

Personal Templates: Any templates you create will be found here.

Shared Templates: If someone shared a template with you, you can find them in this section.

Lucidpress Templates: All Lucidpress templates are located here.

Create a custom template

Step 1: Create a new document.

Make it snazzy! Put images and text as placeholders where needed.

Step 2: Add smart fields

If you want your document to auto-populate with information, add smart fields to your text. See our “Smart Fields” article to learn more.

Step 3: Add locking

Lucidpress has various types of locking you can apply to objects to keep your brand consistent. The Team and Business subscriptions allow you to utilize the full capability of locking. Our other subscriptions allow you to fully lock objects.

To learn more about locking, visit our “Locking” article.

Step 4: Convert to a template

Locate your document. Click "More", then "Convert to Brand Template" (if you want it to be in the template section) or "Convert to Template" (if you want it to be a personal template on your "My Documents" page).

Edit your templates

If you need to make edits to your template, hover over the template and click “More”. Then, click “Edit Template” or "Edit Brand Template". Remember: if a user made a document from the template, any future changes you make to the template will NOT be applied to the older documents. Only future documents created from the template will include the new changes.