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 |
Overview
This article explains the high-level differences between projects, Content Automation templates, and documents and how they interact with each other in the Outfit platform.
Projects
Projects are Content Automation’s way of arranging a selection of documents into a folder. They are the top-level organizing containers that house the individual design files where users can create collateral. Apart from keeping your documents organized, they also manage what team has access to the documents within. This means an author in Team A can only access Team A’s Projects.
Content Automation Templates
Content Automation templates are the framework and starting point for building documents. They contain editable inputs that allow users to customize certain elements of the collateral, including text, images, colors, etc. Some template elements cannot be edited to ensure all artwork created using Content Automation adheres to your brand's style guidelines. All templates can be found in the Template Library, which can be opened by selecting the Add document button from within the Projects screen.
Not sure how to find the right template? Review the Searching for the Right Template knowledge base article.
Documents
Once a user has added a template to their project, it becomes a document. Documents are the pieces of collateral that live inside a project folder, e.g., brochures, web ads, signage, business cards, social media tiles, etc. Documents may or may not require approval to be exported, downloaded, shared, or printed.
