Content Automation templates in Brandfolder

Quickly find Content Automation templates in Brandfolder.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Owners
  • Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Connect your Content Automation account with Brandfolder to publish your templates directly to Brandfolder.  This makes it easy for users to find the most relevant, up-to-date templates and input their information right within Brandfolder.
Content Automation is composed of projects, templates, and documents. 

Projects

Projects are top-level folders that organize documents in Content Automation. They control access, so users only see the projects assigned to their team. Projects tab

Templates

Templates are the starting point for creating documents. They include editable fields—such as text, images, and colors—while locking certain elements to maintain brand consistency. You can browse all templates in the Template Library from the Add document in a project.

Content Automation template library

Documents

When a template is added to a project, it becomes a document. Documents are the final collateral items (such as brochures, ads, and signage) and may require approval before they can be exported, downloaded, shared, or printed.

Documents tab

Configure the integration

You must first connect your Content Automation account to Brandfolder. To do this you must be an Admin in Content Automation and Brandfolder. Follow the steps below.

In your Content Automation account: 

  1. Navigate to Account Settings > Integrations. 
  2. Select Brandfolder. 
content automation
  1. Input your API key. 
  2. Use the dropdown to select the Brandfolder where you're housing your templates. 
  3. Select Update.

Now your Brandfolder is connected to your Content Automation account. 

Prepare your content for Brandfolder

Once Content Automation and Brandfolder are connected, follow these steps to prepare the content to be sent to Brandfolder:

  1. Set up your Content Automation brand
  2. Create your template: build your own, or upload a file.
  3. Create a project.
  4. Create a document.

Send templates to Brandfolder

You must be an Owner or Admin to send templates to Brandfolder. Once you've completed the steps in the section above, navigate to the project level and complete the following actions.

  1. Select one or more documents (as long as they can be multi-edited together) within the project.
  2. Then select … More  > Save to Brandfolder.
content automation
  1. Select the Brandfolder and Section where you'd like to save the documents.

The list of Brandfolders depends on the Brandfolder organization connected in Content Automation Account Settings.

  1. Select Save.

Use templates in Brandfolder

All Brandfolder roles can complete the following actions.

  1. Navigate to the Brandfolder and Section that you configured to receive the templates.
  2. Hover over the desired asset and select Visit.
  3. A new tab with the embedded Content Automation editor appears.
  4. The inputs that you can edit appear on the left-hand side.
  5. Once you finish editing your template, select Download in the upper right-hand corner.

The template with your edits is now downloaded to your device.

To make your edited template an asset, you must download and upload it to Brandfolder as a separate asset.