The Editor is Brandfolder’s primary templating solution, allowing for text and image replacement for templating done through Print UI.
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Brandfolder editor
The Editor is Brandfolder’s primary templating solution, enabling text and image replacement for templating in the Print UI. Validations can be set on text fields to limit characters, rows, and even for specific formats like email and URL. Image replacements can be made via upload or embedded directly from Brandfolder, where embed restriction queries can be applied to provide precise replacement options. Replacement is limited by the document's design and layout, so Designers have the most control over what the end user can and cannot change.
Setting validations
To change how users interact with editable fields, select Edit Form Fields.
There are four options for Text Field validations:
- Text Input: Any text can be replaced if it fits within the text frame.
- Text Dropdown: Predefined options are used for replacement. Copy-paste functionality is currently not supported for duplicating large menu options.
- Text Rows: Define a maximum number of rows for replacement. Line breaks create new rows.
- Text Asset: Search Brandfolder for text assets that match a specific query.
Images also undergo validation and determine which images the user can select for replacement.
- Allow Brandfolder Embed and Upload: Users can choose images from Brandfolder or their local system.
- Allow Only Brandfolder Embed: Forces users to choose images that already exist as assets in Brandfolder. Additional restrictions can be applied to narrow the scope of selectable assets.
- Allow Only User Upload: Users can only upload images from their local system.
- Deny Image Replacement: Users cannot replace the image.
The Brandfolder Embed option also supports an Embed Restriction Query. This query uses Brandfolder's search to limit which assets appear as options for the end user. Each Image Frame can use a unique restriction query to find the perfect group of assets for replacement. Do note: users cannot search through assets if an embed restriction query is utilized
Multiple tags can be added to an embed restriction query by using the tags. strict: syntax, shown above.
You may be unable to query or replace SVG, EPS, and AI file types because they are complex and not ideal for replacement
Exporting results
Refresh Preview updates the preview whenever fields are changed. Share Link can send a rendition of the template to another user and maintain any edits. Templates reset to their original state each time they are edited, unless a specific rendition is viewed via a shared link.
Finish redirects the user to a high-resolution result preview and allows various download options. If approvals are required, end users can submit for approval rather than download. Do note: if a non-user or public account utilizes a template, they aren't directed through the approvals flow. The functionality is only supported if a user has an email address associated with them.
Save to Brandfolder and Download IDML is only available to admin-level users. Saving a result in Brandfolder creates an asset with the PDF output and a direct link for further edits to the rendition.
Incompatible Brandfolder editor templating use cases
Inline styling/formatting is not supported in the Brandfolder editor. This is because a new text frame is required for each style, and the body copy cannot maintain its styling, formatting, or even line breaks. The alternative for this use case is utilizing the full canvas editor.
Automation for Bulk Replacement is also not supported in the Brandfolder editor. Multipage branding must be updated on every frame, and the editor does not support bulk actions.