Brandfolder custom templates end user experience

Brandfolder templating allows end-users to customize templates to fit their needs.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Owner
  • Admin
  • Collaborator

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

Brandfolder templating allows end-users to customize templates to fit their needs. Customizable templates depend on the locking configuration defined by the creator. The features outlined below are not available in the basic Brandfolder template editor. 

This article outlines all customizable features. However, not all the features outlined will be available on the template you are working on. If you have questions about what you can customize on your template, contact the template's creator or the individual who shared the template with you.

The four customizable templating items include: 

  • Text: Add text including, headers, subheadings, lines of text, and bullet points. Also, select from various fonts, colors, sizes, and alignments.
  • Images: Upload them from your computer, Unsplash, Pexels, and Iconfinder.  
  • Background: Add background images or colors. 
  • Shapes: Add shapes to the template using Iconfinder or basic preloaded shapes. Also, insert images into the shapes. 

Owners, Admins, and Collaborators can build templates in Brandfolder. All users can use the finalized template to input content. 

Customize templates

Open the template asset by hovering over the asset and selecting visit.

You will then arrive at the area where you can customize the template. 

Brandfolder basic templating

Text

A WYSIWYG editor will appear when you select already established text on a template. A new menu with additional editing options will also appear on the left-hand side of the screen. The font file types that are able to be uploaded to Brandfolder custom templates are: .OTF, .TTF, and .WOFF.

  • WYSIWYG 
  • Text alignment (left, center, right)
  • Bold, Italic, and Underline (dependent on if the font supports these options)
  • Capitalization
  • Drop shadow
  • Clone
  • Delete

Side navigation edit options

  • Fill (choose a color through HEX code, a picker, default options, or from the document) 
  • Font type (choose from fonts in the document or web fonts in the system)
  • Font size
  • Hyperlink
  • Arrange (send to the front, send to back, send forward, send backward)
  • Transparency 
  • Letter spacing
  • Line height
  • Drop shadow (click on the wheel to choose a color, distance, direction, blur, and transparency) 

The reset button at the bottom of the side navigation menu will restore the text back to its original format. 

Images

When you select a predetermined image on a template, a WYSIWYG editor will appear. A new menu with additional editing options will also appear on the left side of the screen. The image file types that can be uploaded to Brandfolder custom templates are JPG, PNG, SVG, TIFF, and HEIC. 
The default size limit for images is 25 Mb. 

  • WYSIWYG

Brandfolder basic templating  

  • Crop
  • Clone
  • Flip horizontal
  • Flip vertical
  • Delete

Side navigation edit options 

  • Resize width and height 
  • Arrange
  • Align to canvas
  • Transparency 
  • Color overlay (click the color block to choose from HEX code, a color picker, defaults, or the document) 
  • Exposure, brightness, contrast, saturation, vibrance, hue, and blur

If you want to utilize an image other than the one that is provided, select the image button on the left side.

This will show you possible image replacement options such as uploading from your computer, Brandfolder, Unsplash, Pexels, and Iconfinder.

 

The first time you upload from Brandfolder, you must input your API key. 

 

Background 

To edit the background of the template, you will need to select the background button on the left side.

Brandfolder basic templating

This will reveal the following options:

  • Color (Fill)
  • Photo (reposition, resize, filter, or replace image with upload, Unsplash, or Pexels.) 
  • Size (select from social post sizes, headers, and custom sizes)

Shapes

When you select a predetermined image on a template, a WYSIWYG editor will appear. A new menu with additional editing options will also appear on the left side of the screen.

  • WYSIWYG 
  • Color
  • Photo
  • Clone
  • Flip horizontal 
  • Flip vertical
  • Delete

Side navigation edit options

  • Color
    • Fill 
    • Stroke (color and weight of stroke) 
    • Resize (constrain proportions, width, and height) 
    • Arrange (send to the front, send to back, send forward, send backward)
    • Align to Canvas (align right edges, align horizontal centers, align left edges, align vertical centers, align bottom edges, align top edges) 
    • Transparency 
  • Photo
    • Upload from a computer, Brandfolder, Unsplash, or Pexels.
    • Stroke (color and weight of stroke) 
    • Resize (constrain proportions, width, and height) 
    • Arrange (send to the front, send to back, send forward, send backward)
    • Align to Canvas (align right edges, align horizontal centers, align left edges, align vertical centers, align bottom edges, align top edges) 
    • Transparency

Finalize your template

Once you have completed editing text, images, background, and shapes, you can either download your template or request approval. This will depend on whether your organization's admin has enabled template approvals. If you are an admin or collaborator user, you can also save your template to Brandfolder.

Request Approval

1. In the top right corner, select Request Approval.

2. This will put the customized asset into an awaiting approval state. When awaiting approval, the asset cannot be edited or downloaded. Owners and Admins at the Organization and Brandfolder levels will receive approval notifications. 

3. Once the template is approved, the creator will receive a notification in the notification center and an email notification. 

4. Once you navigate to the approved template, you can follow the downloading directions outlined below.

Download

Navigate to the top left of the page to the download dropdown. Choose JPG, PDF, or PNG. Once you select your output, a download will automatically begin. 

Brandfolder basic templating

Save to Brandfolder

1. Once your template is complete, navigate to the top right-hand corner and click on the Save to Brandfolder button. 

2. A new modal will appear. You will be prompted to name the template, choose a section to save it to, and select a file type (JPG, PDF, or PNG). Select Save Asset. 

3. Once the template is saved, you can choose to return to it or view the new asset you just saved.