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.

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?

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 button and select Save as template.
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.

Editing An Existing Template

1. Navigate to Studio.
2. Select Templates from the left sidebar.
3. Scroll down to the Templates section.
4. Hover over the template you would like to edit and select click 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.
6. This will open the template in the editor.
7. Once you are done making changes to the template, you can click in 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.
   •  You can include a description of the template to provide additional context to your content creators and designers who are using it.

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  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.

3. Search the Template Categories to locate the desired template. 
4. Select the category to view all available templates.

5. Select the template and click Create Design.

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.

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