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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.

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, upload images, and crop them if wanted.

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

If you want to restrict your users in which images they can use, you can set "Restrict image choice" and then "Add images."

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.

Auto Sizing Images

The Auto Sizing option allows you to use images in different ratios than the original image. You can either auto-size your image in width or in height. For auto-sizing width, there is the option to let the image grow from left, right, or center; for the auto-sizing height, you can choose from the top, bottom, or center. "None" keeps the image ratio and only allows for cropping.

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 pick from a few preset text snippets, toggle on "restrict text" and add your Text Snippets to your template.

If you have quite a few snippets and might want to reuse the same ones on multiple templates, it might be worth setting it up as external data. You can find more on this topic here.

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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