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How can I create templates for my organization?

Users who are assigned the Administrator role will have access to the entire Admin section of LibraryAware. Users who are assigned the Publisher role will be able to access the Template Management section under the Admin section, but not other Admin sections.
 

Create a customized template for your organization by copying and editing an existing template.

  1. Click the Admin link at the top of the LibraryAware screen. 

  2. On the left, select Asset Management, then Templates.



  3. Click the Create from Existing Template button.

  4. Search for a template to copy by using keywords (optional) and selecting the desired Format and Editor Type.



    Pro tip!
     
    Feel like flexing your design muscle? Search for templates using the keyword blank to start from scratch.

  5. Choose a template and click the Copy button under the thumbnail.



Edit a template in the Drag & Drop Email Editor


To copy and edit a Drag & Drop Email template, select the Editor Type: Drag & Drop Email.  

1. Set your Appearance styles
All styles set under Appearance will apply to the entire template.

From the editor, go to the Appearance tab. Here you will be able to set styling options for the following:  
  • General Settings
  • Stripes
  • Headings
  • Button
  • Mobile Formatting 
See: How do I adjust settings that apply to an entire e-blast in the Drag & Drop Email Editor? 




3. Save and test
  • Save your template by clicking Save in the top toolbar and give your template a name.
  • Test the template by creating an e-blast using the template, then send the e-blast to yourself to ensure that all content and layout changes work correctly.

Edit a template in the Drag & Drop Editor


To copy and edit a Drag & Drop template, select the Editor Type: Drag & Drop.

1. Edit the template

See: Editing Items: Drag & Drop Editor


2. Define the template details
  • Open the Template Details by clicking the side tab on the left. 



  • Assign audience level(s): Children, Teen, Adult.
  • Add/remove Keywords.
  • Uncheck Is Available if you do not want this template available to your LibraryAware users.


3. Save and test
  • Save your template by clicking Save in the top toolbar and give your template a name.
  • Test the template by creating an item using the template, then print your test item to ensure that all content and layout changes work correctly. 

Edit a print template in the Classic Editor


To copy and edit a Classic print template, select the Editor Type: Classic.

1. Set your design styles
  • Click the Color Swatch button to select a Color Swatch for the template.
  • Click the Font Swatch button to select a Font Swatch for the template. 


2. Edit the template


3. Define template details
  • Open the Template Details by clicking the side tab on the left.



  • Assign audience level(s): Children, Teen, Adult.
  • Add/remove Keywords.
  • Uncheck Is Available if you do not want this template available to your LibraryAware users.
  • Use the Posting Details section to specify the default post options for items created with this template. 


4. Save and test
  • Save your template by clicking Save in the top toolbar and give your template a name.
  • Test the template by creating an item using the template, then print your test item to ensure that all content and layout changes work correctly. 

Edit an E-Newsletter or E-Blast template in the Classic Editor


To copy and edit an E-Newsletter template, select the Format: E-Newsletters and the Editor Type: Classic.
To copy and edit an E-Blast (Classic) template, select the Format: E-Blasts and the Editor Type: Classic.

1. Set your design styles
  • Click the Color Swatch button to select a Color Swatch for the template.
  • Click the Font Swatch button to select a Font Swatch for the template. 



2. Edit the template

See: How do I create and edit an e-blast in the Classic Editor?


3. Define the template details
  • Open the Template Details by clicking the side tab on the left. 



  • Assign audience level(s): Children, Teen, Adult.
  • Add/remove Keywords.
  • Uncheck Is Available if you do not want this template available to your LibraryAware users. 



4. Save and test
  • Save your template by clicking Save in the top toolbar and give your template a name.
  • Test an E-Newsletter template by creating a newsletter issue using the template, then send yourself a test email to ensure all content and layout changes work correctly.
  • Test an E-Blast template by creating an e-blast using the template, then send yourself an email to ensure that all content and layout changes work correctly.

Manage your templates


To view and manage all customized templates for your organization:
  1. Click the Admin link at the top of the LibraryAware screen.

  2. On the left, select Asset Management, then Templates.

Deactivate: Click the Deactivate link so users can no longer use it.

Activate: Click the checkbox beside Show Deactivated Templates. Click the Activate link to re-activate a deactivated template.

Edit Content: Click the Edit Content link to open the template in the editor so you can make changes. 

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