Intro to Lucidpress
Account setup and billing
Creating your design
Exporting and sharing
Admin settings and team management
Tutorials and resources
Setting up template categories and filters
Creating template categories and filters
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.)
Assigning templates to a filter.
Once you have template categories and filters set up, when
Adding a new template to a filter:
Adding a brand template to an existing filter:
Once you have the brand template modal open, you can check any checkbox you wish to assign the template to. You can select multiple checkboxes.