Creating a Document from a Content Automation Template

Please visit Create a document from a Content Automation template in the Smartsheet Help Center. Starting December 29, 2023 the Brandfolder Knowledge Base will only live on Smartsheet Help.


This article applies to the following Content Automation permission levels: 

❌ Contributor ✅ Author ✅ Designer ✅ Admin 


Article contents

  • How to create a document from a template

    From within an existing project

    1. In the Projects screen, select the project where you want the template to live. Alternatively, by selecting the New Project button, you may want to create a new project for the Content Automation template.
    2. Once inside a project, select the + New document button on the top left to open the  Content Automation Template Library.
    3. Find and select the right templates.
    4. Select Create Documents to add these documents to the project.

    From Your Projects or All Projects page

    1. On the Projects screen, select the New document button.
    2. Once you are in the Content Automation Template Library, you can search for templates by:
      a)Using the side menu to search by category
      b) Searching keywords in the search field at the top of the page (e.g, signage, PDF, A5).

    3. Check the template description to ensure your chosen template is the right size and format.
    4. Once you have selected one or more templates, they will appear in the panel at the bottom of the screen. You can preview the template or select Create Documents to continue.

    5. Select where to store the new documents. You can either select an existing project or create a new one.
    6. Confirm Create Document.

    Once you have created the document, then you can start editing it. For a step-by-step guide to editing your document, check out this article: How to edit documents using inputs.


    Frequently Asked Questions

    What if I can't find the template that I am looking for?

    If you can't find a Content Automation template that suits your needs, please contact your Administrator. They may tell you what Content Automation templates are available, or you may be able to request a new template to be built through them. Please note all templates that you see in Content Automation are prescribed by your organization's Brand or Marketing team.

Was this article helpful?
0 out of 0 found this helpful