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Please note: This article is intended for Template Designers. For guidance on how to use a template as a Template User, please visit the article "How to: Brand Studio for Template Users". For the best experience, please use a Chromium based browser while working with Brand Studio. |
Enable Template Designer permissions
Whether a member of your team is a Template User or a Template Designer is based in individual user permissions, and managed through the tenant Settings.
Click your profile icon – by default this will be the symbol – to open the "Profile & Settings" menu, then select "Settings".
Select the tab "Users & Groups", followed by "Users" on the left. Find the user you want to update, and click the icon on the right.
Scroll to the bottom of the page and select "Template Admin". Finally, click the "Save" button in the top right to update the profile.
Edit a template
For a steps on how to find and edit existing templates, please see the article "How to: Access Brand Studio".
Create a template
Open the Brand Studio page, then select "Create Template" and choose "New Template". If you already have an existing InDesign document that you want to import into Brand Studio, please visit the article "How to: Import a template from InDesign".
Once Brand Studio opens, choose a name for your new template, pick a layout, then click "Create".
Work with a template
Brand Studio Templates are powerful tools for both designers and users, allowing you to decide if and when a user can choose additional customization options. Due to the scope of this tool the best way to learn what can be done is by experimenting. If you have not yet worked with similar design tools – such as Adobe InDesign – you can visit the article "Brand Studio Interface - an overview" to learn about the different functions in more detail.
Add assets
To add assets from your Canto library to your template, click the button in the Side Bar and select "Media".
The panel will show you the available assets in your Canto library. To quickly find an asset, use the search bar at the top to search for assets by their name, tags, or description. Once you have found your chosen asset, click it to add it to the template.
Add Automation
To make a template flexible, you can add Automation. This will allow Template Users to modify templates according to their specific needs, within the parameters you provide. To learn more about Automation, please visit the article "How to: Brand Studio Automation".
Save your work
Brand Studio has three ways for you to save the work you have done on a template, all of which can be found in the upper right.
① Save Draft
Saving a draft takes all the changes you have made to the template and saves them only within your Brand Studio session. This allows you to pause your work and return to it at a later stage, without making an unfinished template available to Template Users.
② Save as Copy
This option creates a new Brand Studio Template in your Canto library to which all your changes are saves, while the original tempalte remains unchanged.
③ Publish New Version
Publishing a template creates a new version of the asset, which can be tracked by the Version History on the Information Page. Any unsaved changes at the time of publishing will automatically be saved to the template.