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This article shows you some of the options you have when setting up your templates in your Template Library. If you want to know how to set up the Template Library itself, please go to the help article on the Template Library.

For input on how to set up the source files (in InDesign or Sketch), please jump to the corresponding help articles


Define elements as adaptable

After uploading a template to a template library, all layers are automatically locked, so your end-users cannot change anything if they create a publication from that template.

You can set parameters to the template and allow your users to change the content or the design of specific elements. This can be done by setting the template to Edit Mode (clicking on the “pen” icon, cmd-e, or ctrl-e) and then clicking the specific area you’d like to set to edit or lock.

If there are layers in your template that you want users to be able to edit, click on the element and then on the lock on the side panel, e.g., turning its color to purple and activating the text to be edited once the template is published.

This can be defined for every layer you have in your template. An overview of all available layers can be seen under the “Layers” tab on the left side of your template.

Download/Replace existing template

When you need to do changes in your original InDesign or Sketch files after having set up your template, you can replace the InDesign package or Sketch file on the already existing template.

Download the original InDesign package by clicking "Download" on a template in the template overview in your library at the bottom right.

After you make your changes, replace the old package/file with your new package by clicking "Replace" and selecting the changed file/package.

Important: When you add new elements in your changed file, InDesign assigns new IDs to those elements, so you must set your restrictions again for those elements. This happens This happens also when the elements have the same name.

Images

Image Restrictions

When you define your images to be adaptable (by unlocking the layer), your users can choose from any image on Frontify they have access to (Choose), upload images (Upload), and crop them (Crop) if wanted.

If you don't want your users to crop an image, you can disable the cropping functionality.

You can also restrict the use of uploaded images or images in libraries/projects by setting the corresponding switch to inactive.

By default, everything is allowed.

Gallery (pre-selected images)

If you want to give your users pre-selected images to choose from, you can browse your libraries or projects to add these images.

If you want the image selection to change dynamically, you can select collections from your libraries. Collections are linked to their original source and will update automatically (e.g., users will see if images are added or removed from the collection). To avoid this, select each asset individually.

Single images:

Collections:

Auto sizing images

None

"None" (standard setting) keeps the ratio of the original image frame and allows for cropping.

Scale

The Scale option allows you to scale your images so that they have a different ratio than the original image. You can scale your image either in width or in height. With fixed height (scaling the width) you have the option to grow the image from the left, center or right; with fixed width (scaling the height) you can scale from the top, bottom or center.

Text

Adapt Text

To let your end-users change the content of a text field, make the text editable by clicking on the lock. The purple color indicates again that the element is unlocked now.

If you want your users to just be able to pick from preset text snippets, you can set this option up by using our external data feature.

Adapt Text Styles

Besides changing the text itself, you can allow your end-users to change the styling of the text and the text field. You do so by clicking on the corresponding lock.

If you want to allow your users to change the "Font Size", you should set the "Line Height" to a relative value. By default, the line height is set to a specific pixel value that comes from InDesign or Sketch. However, if you allow font size changes in a multiline text box, the absolute pixel value will produce a result you probably don't want (since it remains fixed regardless of the font size you choose). However, if you set 1.5 (without px), for example, the value always adjusts relative to the font size.

Adapt (Restrict) Position of Elements

You can allow your end-users to change the position of an element. You do that by unlocking the “Position” setting. Once unlocked, you see some options to restrict what your end-users are able to do.

“Lock Axes” defines on what axis they allow to reposition the defined element. Locking the “X” axis means you can move the element on the “Y” axis and vice versa.

If you want to keep the moving contained to a specific area in your template, you need to define a “Safe area”.

Defining the safe area requires a bit of detail work. One very important point is that a safe area must ALWAYS have a width and a height for it to work properly. Once defined, the safe area will be displayed in purple. This means that an element can only be moved within the white part of the area (the purple area is "safe").

Video Templates

To set up video templates, please refer to this help article.

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