The Template Library is an irreplaceable companion to the Publisher, with a connection to other tools in your Frontify environment. The Template Library will allow you to store design templates and give them a dedicated space from where you can simply pick them up and create new customizable publications.

Creating a Template Library & Add Templates in Frontify

Start by creating the Library in your Libraries tab by selecting it from the ‘New’ drop-down menu at the right-hand corner of the screen.

A popup will ask you to add a name to your new Template Library, add it and select the Create Template Library button. This will redirect you to the newly created Template Library.

The next step, once you’re in your library, is to add your Sketch files or InDesign packages. Bear in mind that only owners of a Template Library can upload new templates.

Bear in mind that when creating Sketch files and/or InDesign packages for the Publisher, there are a few prerequisites you need to follow to make it work properly. Please check out our help articles on Prepare InDesign Documents for Publisher and Prepare Sketch Documents for Publisher.

Categorizing

Managing templates can get messy, so we suggest you start by creating categories. You can do this by clicking the 'Settings' on the Power Bar, then selecting the 'Project Settings'.

The Template Library Settings side panel will allow you to create categories and sub-categories.

To create a sub-category, simply create it as a category and then drag the lines on the left side of the category, and move them to the right.

Leave the side panel to go back to your main library screen.

From this point, you can select your files using the button ‘Upload Your First Template’ or using the drop-down menu on the top right-hand corner of your screen, where you can upload your Sketch and Indesign package.

Create On-Brand Designs

All the templates have a status depending on where in the process they are in.

When you upload a template to the Library, it’s set as ‘Not Published’, and you are then able to open the template and start setting parameters for each part of the design.

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You can set parameters to the template and limit the use of certain components that you might want to leave static, and some that could be editable by other users. This can be done by setting the design to Edit Mode (cmd-e or ctrl-e), clicking the specific area you’d like to set to edit or lock.

If there are layers of the business card or design that you want users to be able to edit, then click on the layer and then on the lock on the side panel, turning its color to blue and activating the text to be edited once the template is published.

If you don’t set any preset download options, your end-users will be able to choose what format/size they want to download (for InDesign files that are pdf, png, and jpg, for Sketch files that are png and jpg). You can restrict those options to allow only specific formats/sizes. You can choose 1 quality setting per predefined download format.

You can set these download options by going to “edit” mode in a template and then adapt the Download Options to the right size. If you define only 1 download option, your users won’t be presented with different options, but will directly be able to download in the specified format.

When all desired parameters have been set and you’re ready to create this design as a template, simply click on 'Publish' on the upper right-hand corner of the screen, name the file and place it in one of the categories made.

The template is automatically set to published, but can also be set back to unpublished if you feel the template needs to be changed or reviewed. Simply click on ‘Unpublish’ on the right-hand corner and the template will have an Unpublished status.

If you decide to change something within the template, the new status will be set to ‘Unpublished Changes’, giving you the option to publish changes, discard the changes, or unpublish the template itself.

Download adapted templates/publications in Original Format

With our templates, you don’t need people with designing skills to do the day-to-day publication work. But there might be cases where you - as a member of a Template Library - want to work on adapted templates or publications in their original format (InDesign or Sketch).

For those cases, we created the possibility to download publications (created by your end-users) or adapted templates (adapted by owners/editors of Template Libraries) with all the changes applied within Frontify in their original format - as InDesign packages or as Sketch files.

You can find this download option under the “Download” section. This option is only available to people that have access to a Template Library but not to normal end-users. It also works in combination with a preset download format and from the Approval Overview.

We hope this article was helpful. If you have any questions regarding the Template Library, don’t hesitate to contact us.

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