Content Automation: Searching and Finding the Right Template

This article applies to the following Content Automation permission levels: 

❌  Contributor ✅  Author ✅  Admin  ✅  Designer

Key Terms

Template: Templates are files that act as a starting point when creating documents. Templates contain pre-formatted elements to help you design your collateral according to your brand's style guidelines. Each template is populated with and controlled by a number of Inputs that allow users to edit the document's content.

 

What is the Template Library?

The Template Library is where all of your organization's available templates are stored in the Outfit platform. This is where you will go to find and add a new template to your project.

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How to find the right template in the Content Automation Template Library 

  1. On the Projects screen,  click the New Document button or Create new document from the sidebar navigation

  2. Once you are in the 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. Click on a template tile to reveal a preview and description of the template. This will help you to choose a template that is the right size and format.
  4. Once you have selected one or more templates, they will appear in the cart tray at the bottom of the screen. From here, either preview the template or click the Create document/Select a project button 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.

Alternatively, you can create/open a project first and then add the document to the project. 

  1. In the Projects screen, click on the project in which you would like the template to live. Alternatively, you may want to create a new project for the template by clicking on the grey New Project button.

  2. Once you are inside a project, click the + New button on the top right to open the Template Library.

Frequently Asked Questions

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

If you can't find a template that suits your needs, please reach out to your administrator as they may be able to tell you what templates are available, or you may be able to request for a new template to be built through them. Please note, all templates that you see in Outfit are prescribed by your organization's Brand or Marketing team.

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