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As a user, how do I customize templates?

You can search for and customize templates from the Templates app in Acquia DAM. Customizing allows you to modify text and image areas in templates that designers have created and uploaded to the DAM. Click Templates in the apps menu.



The Templates homepage displays all templates you can customize in what’s called a live editor. Those are the templates that designers have created in InDesign. Templates are organized into categories and can be searched for by filename and metadata, much like searching is performed in the Assets app.

Customize a template

Once you find a template, click the filename to review each page of the template to ensure you’re customizing the one you want. Click the arrow below the preview to see each page, then click Customize and the web version of the template displays in the Live Editor.



A rectangle displays over any image and text elements designers have designated as areas you can customize.



Resize and crop customizable images in the Live Editor.

Click Change Image to upload your own image (if uploads are allowed for the template) or to see a gallery of images that an admin has pre-selected from the DAM as choices that you can use. Click an image to replace the existing image.



If designers have configured the template so you can upload images from your computer into customizable image areas, select to upload from the dropdown, click Choose, then browse your computer for an image.


 

Edit text

Click any customizable text area to edit the copy. The text style can be modified to any of the paragraph or character styles designers have defined for the template in InDesign.



Designers can configure customizable text areas with a validation so that when you enter something like a phone number, email address, or URL, an error message is presented if what you’ve entered doesn’t match the pattern.

When you’re done customizing the template, click Finished to close the Live Editor. You’ll be taken to a page in the DAM to preview, download, order, or edit the customized document. Click Download to download final, customized templates as print-ready PDFs. Click Order Options to email it to someone or send to a printer. 

Click Edit Options to edit the document or to duplicate the file and edit it. 



Tip
When you duplicate the file and finish editing, give your file a unique title so you can recognize your duplicate from the original file.



If preview, download, or order buttons don’t display, you don’t have permission to perform those activities.

See a history of your customized templates under Documents in the My activity dropdown in the Templates app. Hover over each template to see a larger preview, or view, download, order, edit, or delete the template.


 

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