Custom Template

Custom Template

The "Custom Template" feature allows users to save a page as a template. Once a page is created, it can be saved as a custom template for future use. 
This simplifies user workflow by allowing you to save, access, and reuse templates effortlessly. With this feature, you can update only necessary details instead of creating new pages from scratch.

The custom template feature can only be accessed if enabled by an administrator through the admin portal.

Getting Started with Custom Templates

Creating a custom template:

To create a new template in Loree, follow these steps:

1. After Completing Your Content Creation

Once you've crafted your content in the Loree editor, simply head to the Template Icon located at the bottom of the page to take the next step.

2. Save Template and Add details

Click the Template Icon to begin the saving process. A "Save as Template" modal will pop up. Enter the template name in the designated field. Choose a category from the "Select Category" dropdown to save the template under an existing category.

3. Add a New Category

If you need a new category, select "Add New Category" from the dropdown and create one.

4.Save option

Use the radio buttons to set the template as either Private or Global. My Template: Templates created under this option will be saved as Private Templates, accessible only to you. Global Template: Templates saved under this option will be categorized as Global Templates, making them visible across the entire organization.

When you create a template and save it as a global template, only the admin can edit it. If you need to make changes and use the template in the future, be sure to copy it to your private templates.

The "Save As" option is managed by the admin. If only the private option is enabled, the "Save As" option will not appear, and templates will be saved directly in the private category.

5. Save the Template

Once all required fields are completed, the Save button will turn blue. Click the Save button to save the template. After saving the template, the toast message "Custom Template saved successfully" will appear in the top-right corner. To cancel the process, click the Cancel button. To exit the modal, click the cross symbol in the top-right corner.

As a best practice, an empty page should not be saved as a template. Ensure that the page contains content before saving it as a template.

Reusing the Custom Template:

Templates can be accessed in three different ways.

1. From the blank page

1. On a blank page, you can access the template by clicking the blue "Templates" button. (Refer to the screenshot below, marked as Number 1.)
   
2. You can also navigate to the template page by clicking the Template Icon in the top navigation bar. (Refer to the screenshot below, marked as Number 2)

2. Adding Templates Mid-Editing

1. Click the Template icon in the top navigation bar of the Loree editor. (Refer to the screenshot below, marked as Number 2)
   

3. From the module page

You can create a new page using your saved template.To create a new page by template, follow the below steps.

1. Click the "+ icon" from the left side of the module title.
   
2. Click the New Page From Template button in the Add items.
   
3. After clicking the button, you can view three tabs of My templates, Global templates, and Shared templates.
   
4. You can choose a template from the tabs.
   
5. After selecting the template, click the "Next" button for creating a page.
   
6. Add a page name in the name field; following that, click "Add Item" to create a page. 

 Template library

[Ref the above Screenshot]

Once you navigate to the Template Page, all templates are categorized for easy access into three types Global, Shared, Private and loree template organized in the left navigation panel.

1. Click the globe icon to view all globally shared templates visible to all users across the organization.
2. Click the share icon to see templates shared with current sub-accounts and nested subaccounts 
   
3. Click the person icon to view templates created and stored privately by you. 
   
4. Loree Templates: Access a collection of reusable, professionally designed templates to create stunning content quickly and effortlessly. Category Filter: Use the dropdown to filter templates by category. 
5. Search Bar: Locate a template quickly by entering its title. 
   
6. Filter: Use this filter to sort the custom rows in ascending or descending order. By default, the custom rows are sorted in the recent order.

Preview and Insert Templates

1. Select a template from the available options.
   
2. Once the template is clicked, the user can view its content through the preview option.
   
3. which will appear on the right side of the page.
   
4. After selecting the template, the Insert Template button will turn blue.
   
5. Click Insert Template to place the selected template on your page.
   
6. To cancel the action, click the Cancel button.
   
7. To exit the preview, click the cross icon in the top-right corner.
   

A blue border will appear around the selected template, making it easily identifiable.

Editing or Deleting and sharing Templates

Edit a Template:

Click the three dots next to the template title. Select Edit to make changes to the template. The "Edit Shared Template" modal will appear. Clicking "Save & Edit" will take you to the page for editing. Click Cancel to return to the template page. Once you have finished editing the page, you can update the template by clicking the "Update Template" icon at the bottom of the page. Alternatively, you can create a new version of the edited template by clicking the "Save as a New Template" icon at the bottom of the page. After clicking "Save as a New Template", follow the same steps as when creating a new template.

Delete a Template:

Click the three dots next to the template title. Select Delete. A confirmation modal will appear. Click Delete to remove the template permanently. Click Cancel to return to the template page.

Sharing a Template:

Click the three dots next to the template title. Select the Share option to share the template. The "Share My Template" modal will appear. Templates can be shared with current sub-accounts. Select the sub-account you want to share the template with. After making your selection, click the Share button.

Only private templates are shareable.

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