Please visit Edit documents using inputs 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 |
Key terms
Documents: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles, etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval to be exported and downloaded, shared, or printed.
What are inputs?
An Input is a globally accessible tag that gives authors the ability to populate an Outfit document with the content. Various types of inputs can be utilized to help make documents as customizable or as stringent as necessary.
Please refer to the Introduction to Inputs knowledge base article for more context.
How to use inputs to edit documents
The document editing screen displays the inputs available to you on the left side and the preview of your documents on the right. Select one of the inputs in the sidebar that you wish to change to edit its value.
Please find the instructions on how to edit each type of input below:
Text inputs
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Text inputs allow you to edit text fields on your document.
An editor field will show after selecting a text input. The editor will allow you to type alphanumerical characters just like a word editor and, in some cases, will enable you to format the text.
Things like font, location, and font size will be locked down to match your brand guidelines, meaning all you need to do is add in your content, and you are good to go!
Adding too much text into an input will prompt you to remove some or adjust your content with an overset warning.
Number inputs
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Number inputs allow you to configure elements using a numeric value set as either a range slider or a field value. The slider will let you choose a value from a restricted range by selecting and dragging the slider from one endpoint to the other, and the field value enables you to enter a number value.
Image inputs
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An image input allows you to add/replace an image (or logo) into a document. You can use the reposition tool to adjust your image's position and crop the image. The following actions can be done to assist in utilizing the reposition tool:
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Move the crop box or image around
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Use the zoom-in and out buttons found on the top right-hand corner of the tool
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Select and drag any corner of the crop box to increase or decrease its size
Select Apply to save the updates you have made.
Choice inputs
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Choice inputs enable you to select an option from a predefined set of values. Click the input to see the options available.
Spreadsheet inputs
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Spreadsheet inputs allow you to create repeatable sections of content.
Select the input, and it will take you to a spreadsheet where you can enter alpha-numeric values. Use the column headers as guides to understand the values you must enter.
You can upload a CSV instead of using the platform to enter the values.
Frequently Asked Questions
What if I can't find any inputs when I edit a document?
This means the document is not editable.
What if I want to change an input that is not editable?
Please contact your Central Marketing team or an administrator and submit your feedback/request.