Intro to brand templating

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. Consider watching this video: Customize a standard template.

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: Adjust the size of the text boxes

If you lock your text boxes, remember to make the size of your text boxes the largest it can be. For example, if you have a short text box, but someone has a long name, the text might not fit. When locked, the text box will not automatically expand.

Step 5: 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).

NOTE: The conversion process takes some time. Wait until the document is fully converted before clicking on anything else. 

Create a personal/shared template

To create a personal or shared template, simply right click the document in your docs list and then click "convert to template". Once you convert to a template, you can share as "view-only" to anyone you would like to create a document from the template without editing the original. Users can create a document from your template by hovering over the template and clicking "new".

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.

How to set up your template categories

As an admin, you can customize how users find your brand templates. Navigate to the “Templates” tab in the left panel. Click the “Manage Template Categories” button in the bottom-left. We automatically have filters for document size, number of pages, and document orientation. Feel free to create and add as many filters as you’d like.

Some examples may include:
- Category (postcard, flyer, brochure, etc.)
- Season (summer, spring, fall, winter)
- Purpose (case studies, presentations, trade shows, etc.)
- Agent type (single agent, two agents, agent team, etc.)

How to convert templates to brand templates

Go to the “My Documents” tab and locate a template you want to convert.

Click “More”, then “Convert to Brand Template”.

A copy will be created and placed in your brand templates. Name this copy and click “Copy and Convert”.

After the copy is created, you can then add the appropriate tags you created as mentioned above. You can also add a description to the template and share the template with the right groups.

How to create a document from a template

Hover over a template in the template library and click 'new'




How do I adjust the categories on my brand template?

Locate the template in your “Brand Templates” section. Right-click and select “Edit Brand Template Details”. You can quickly see the categories in the details pane as well.

Will everyone see the brand templates?

When you create your brand templates, you can set up the sharing for that specific template. Only those you share the brand template with will see it in the “Brand Templates” section.

How do I change the sharing settings for my brand templates?

Locate the template in your “Brand Templates” section. Right-click and select “Edit Brand Template Details”. You can quickly see the sharing in the details pane as well.

Why can't I edit/delete a brand template?

By default, when someone creates a brand template, it is shared with users at "Can View". This means you will be unable to edit or delete a template. If you are a team admin, you can edit or delete the template.

What’s the difference between “Edit Template” and “Edit Brand Template Details”?

When you right-click on a brand template, you see two similar options: “Edit Template” and “Edit Brand Template Details”.

Edit Template = open the template in the Lucidpress editor. You can make changes to the actual document.

Edit Brand Template Details = edit the categories, template description, and sharing.