How To Create, Use, And Manage Templates In Studio

Summary

Templates in Studio are a handy feature that allows all users to create. Templates can come from the built-in Studio library, or can be made by Studio Admins or Content Designers. 

Who?

This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.

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Once Studio is enabled all users have access to using templates. Users need the Admin or Content Designer permission to create or share templates.

Why?

Studio makes creating customized designs a snap with templates. It allows users to create while having the control still in the hands of those who need it. Once the template has been customized to the users design wishes the design can be sent directly to export, or to the waiting room for approval, ensuring only approved designs make it to production. 

How?

Previewing A Template In Studio

  1. Navigate to Studio.
  2. Select the Templates Section.
  3. Browser or search to find the template you want to preview.
  4. Click on the template thumbnail to open the preview window.
    • For Content Creators, you must select the Screenshot 2024-07-10 at 1.32.56 PM.png button in the thumbnail of the template you want to preview.Screenshot 2024-07-10 at 1.33.47 PM.pngHere, you can see the following details:
      • If it belongs to any Template Category.
      • Who has access (visible only to Admins).
      • Who owns the template.
      • Who created the template (visible to everyone).
      • Date created.
      • Date last modified.
      • Description: This is a great place to put instructions or additional details you want to communicate to Content Creators.  Screenshot 2024-07-11 at 11.59.24 AM.png
  5. If the template contains multiple pages, you can browse them on the left-hand side in preview mode without returning to the main template section.
  6. If you have permission, you can make changes to the template by selecting Edit Template without exiting the preview window.

Creating A Template

  1. Navigate to Studio.
  2. Either create a new design or select an existing one.
  3. Save and publish changes.
  4. Select the Three dots.png button and select Save as template.Image01.png
  5. Name the template.
    • (Optional) Add a description or instruction. This appears in the details section of the template for all Studio users who have access to it.
    • (Optional) Select a category from the dropdown to house the template and allow for easier template retrieval in the future.
  6. Click Create a Template.Image02.png

Editing An Existing Template

  1. Navigate to Studio.
  2. Select Templates from the left sidebar. Screenshot 2024-02-27 at 2.15.16 PM.png
  3. Scroll down to the Templates section.Screenshot 2024-02-27 at 2.20.51 PM.png
  4. Hover over the template you would like to edit and select click Screenshot 2024-02-09 at 3.48.10 PM.png or you can edit a template by simply clicking on the template thumbnail and selecting edit template in the preview window.
  5. Select Edit template.Screenshot 2024-02-27 at 2.16.07 PM.png
  6. This will open the template in the editor.
  7. Once you are done making changes to the template, you can click Three dots.pngin the upper right-hand corner and select Save Changes to make the changes visible only to you. If you would like to Publish the changes, click Publish Changes to make them visible to all users with access to the template.Screenshot 2024-02-27 at 2.17.43 PM.png
    •  You can include a description of the template to provide additional context to your content creators and designers who are using it. Screenshot 2024-07-10 at 1.07.20 PM.png

Tip: We recommend that you create a dedicated Archive category to keep track of templates that are no longer in use. 

Deleting A Template

  1. Navigate to Studio.
  2. In the lefthand sidebar under Brand, select Templates.
  3. Navigate to the Template Section.
  4. Hover over the template you would like to delete and click the  Screenshot 2023-12-18 at 11.08.29 AM.png button.
  5. Click Delete. 

Note: Though deletion is permanent and cannot be undone, any designs previously created from the template will remain.

Using A Template

  1. Navigate to Studio.
  2. Click + New Design in the top righthand corner.Screenshot 2024-02-08 at 1.52.51 PM.png
  3. Search the Template Categories to locate the desired template.  Screenshot 2024-02-08 at 1.52.56 PM.png
  4. Select the category to view all available templates. Screenshot 2024-02-08 at 1.53.07 PM.png
  5. Select the template and click Create Design.Screenshot 2024-02-08 at 1.53.12 PM.png
  6. Update the template to match your design needs. If your user type allows, you can Upload media from your desktop.

    • Only you will have access to the uploaded file, which can be found in the Uploads section of Studio. 
    • The designer who created the template may have locked elements that cannot be edited. The elements they did not lock will be available to edit. You might also be able to Hide/Show certain elements in the design.
    • (Optional) Review the available template sizes on the left-hand side.
    • (Optional) Variations: Create a variation in the Variations tab on the righthand side of the screen.
    • Note:Variations are only available on certain Studio plans. Reach out to your Customer Success Contact for more information.

     

  7. Once users have finished customizing the design, you can export, send the design to the Waiting Room, or submit the design for approval.

Related Articles

Understanding Bynder's Studio Package Offerings

How To Create And Manage Variations In Studio

How To Create And Manage Template Categories In Studio

Level: Beginner

Beginner-level articles are for everyone, these articles do not assume any prior Bynder knowledge. These articles are a great place to start your Bynder Journey.

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