Templates list and create a new template

If no template has been created yet, you will see the following message on the screen:

Open

Message indicating that there are no templates yet and with the link to start creating a new one.

If there are already created templates, you will see the list of these templates, as well as the button that allows you to create new ones.

Open

List with several templates

Each templates has two states:

• Draft

• Published version

Draft

When adding a new template it will always be initially created in draft mode.

To create it click on "+ New template" in the list:

A pop-up window will open asking you to give your template an unique name:

Once you have clicked on the button "Create template", the draft will open for you to start configuring the template. Everything you configure will be saved automatically.

You can go in and out of the draft as many times as you need until you are ready to publish your template.

When you go back to the template list, you will see the new template and in the "DRAFT" column you will see several icons, which allow you to delete, edit or view the draft.

There cannot be two users editing the same draft at the same time, so if someone is editing, just the eye icon (for viewing the draft) will be active. If you need access to edit or delete, you can click on the padlock icon to disable the current user's edit mode and make all icons active and accessible again.

In addition, when a draft has been published, in the "DRAFT" column the icons disappear and the "+ Create" button is displayed instead. Since a published version cannot be edited, so if you need to make changes to a published template, you will have to create a new draft with the "+ Create" button. The draft will be created based on your published template.

Once you have finished editing the new draft, you can publish it, and it will replace the current published version.

Summary of the icons that you can find in the "Draft" column of the template list:

Published version

A draft cannot be published empty, so the "Publish" button will appear once you have completed some of the general template settings or added a component.

Once your template has been published, the label will change from the gray "DRAFT" label to the green "VERSION PUBLISHED" label. You will also see the date and time of publication information. From this moment on, the template will start applying to the assets you have added during the template creation and/or during its publication. You will also be able to add more assets in this published version and the template will be automatically applied on them.

In the list, under the "PUBLISHED VERSION" column, the information of the date/time of publication appears in green, as well as the icon to enter the viewing mode where you can consult all the details of the configuration of your published template.

If at any time you need to edit the published version, you will need to click the "+ Create" button in the "DRAFT" column of the list or the "copy as draft" button within the "PUBLISHED VERSION" viewing mode, which will create a new draft based on your published version configuration. Once you have made the changes you need, publish the draft to replace the current published version.