Information for: DEVELOPERS   PARTNERS

Dynamic Templates

Dynamic Templates are an add-on feature. Contact your Account Manager to add this feature to your subscription.

Acquia DAM Dynamic Templates are an add-on feature that allow you to make parts of your Adobe InDesign® marketing materials customizable while keeping other parts static, so colleagues and partners can personalize presentations, business cards, catalogs, brochures and other materials without risking your brand consistency. No training or design skills necessary.

You can use Acquia DAM Dynamic Templates when:

  • A member of your sales team needs to customize a data sheet with their contact information.
  • A team member in another office wants to update the pricing, images and dates of a flyer.
  • A marketing manager in another country wants to update the language of a brochure to another language.

For more information about using Acquia DAM, see Editing Dynamic Templates.

Requirements

To use Acquia DAM Dynamic Templates, the following third-party tools must be installed:

  • Adobe InDesign® Creative Cloud 2015 or 2017
  • Adobe Flash Player 20.0.0 or greater
  • PrintUI Tools extension

Note

Some features in the PrintUI Tools extension are temporarily unavailable when used with Adobe InDesign® Creative Cloud 2017. We anticipate the full version to be released in a later Acquia DAM release.

Installing the PrintUI Management extension

Download and install the PrintUI Tools extension, based on your version and operating system:

  MacOS Microsoft Windows
2017/2018/2019 extensions Download Download

Signing in

To sign in to Acquia DAM Dynamic Templates, complete the following steps:

  1. Open Adobe InDesign®.

  2. In the admin menu, select Window > Extensions > Print UI Management.

  3. Click the Options Options icon icon in the upper-right of the Print UI Management dialog box, and then click Enter Login Credentials.

  4. Enter your Acquia DAM Dynamic Templates credentials, and then click Login.

    Note

    The Acquia DAM Dynamic Templates credentials are not necessarily the same as your Acquia DAM sign-in information. Contact your Account Manager for information about your credentials.

Setting up a template

When creating an Adobe InDesign® document that you want to convert into a Acquia DAM Dynamic Templates, we recommend the following best practices:

  • For any layers and objects that should not be editable in Acquia DAM, move them to the background or foreground layer.
  • For layers and objects you want users to have the ability to move, delete, or expand, leave those layers unlocked and do not place on the background and foreground layer.
  • If you want users to have the ability to edit text and replace graphics, but not change the size of the layer or object containing the text and graphics, lock the layer or object.

To learn more about designing a dynamic template, see Getting started with Acquia DAM Dynamic Templates.

Uploading a template

To upload a template to Acquia DAM, complete the following steps:

  1. Save the document to your computer.
  2. In the PrintUI Management panel of Adobe InDesign®, click the Package & Upload tab.
  3. Click Upload to initiate Preflighting and Packaging. If there are any errors during the preflight and package, the PrintUI Management panel will display a dialog box with instructions for fixing any errors. After correcting any errors, click Upload again.
  4. If you are prompted to add fonts, click the Uploaded Fonts tab, and then click Upload Font.

After a few minutes, the document will be uploaded to your Acquia DAM account as a dynamic template, into a folder named WebDAM Templates.

Note

Do not delete or rename the WebDAM Templates folder. If you do so, a new folder named WebDAM Templates will be created during your next dynamic template upload.

Managing your templates

Within Acquia DAM, you can organize templates, set which images can be used within each template, and delete templates:

  • Organize – Users with the appropriate permissions can move the templates to other folders in Acquia DAM by dragging and dropping the files to the preferred destination folder. Learn more.
  • Relate Images – Users with the appropriate permissions can control which images are available for each template. Learn more.
  • Delete – Users with appropriate permissions can delete the templates.
    1. In the Print UI Management panel of Adobe InDesign®, click the Templates tab.
    2. Select the template that you want to delete, and then click Remove Template.
    3. Click Yes to confirm.
    4. Delete the template in the DAM. Learn more.

Customizing preferences

To change your preferences for Acquia DAM Dynamic Templates in Acquia DAM, complete the following steps:

  1. Sign in to Acquia DAM as an admin.
  2. Click the gear Settings icon, and then click System Preferences.
  3. Navigate to the WebDAM Dynamic Templates section.
  4. Update your preferences, based on the following options:
    • Allow users to upload photos to editor – Select this box to allow users to swap out an image with one uploaded from their computer. Clear the check box to allow your users to only choose from Related assets when editing photos in the template.
    • Allow users to add images – Select this check box to allow users to add a new image to the template.
    • Allow users to add text – Select this check box to allow users to add a new text box to the template.
    • Allow users to save template – Select this check box to allow users with upload permissions the ability to save a template back into Acquia DAM.
  5. Click Save.