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.
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.