Reusable Pages and Sections in a Document Template
Users have the option to create reusable pages or sections within a document template. They can either design an entire document and reuse it in another document, or they can design specific sections, such as headers, and save them in the system as reusable sections for future use.
To create a reusable page:
1. Navigate to the Design System section from the menu on the left-hand side and choose Documents.
2. You'll be directed to a page displaying available document templates. At the top of the page, locate three sections: Documents, Reusable Pages, and Reusable Sections. Hover over the Reusable Pages section and click on the Plus button.
3. This action will prompt a window to appear where you can input the details of the reusable page.
4. Enter the necessary details and proceed with designing your reusable page.
VIDEO DEMO:
To utilize an existing Reusable Page in the document:
1. Access the Elements option from the left-hand side menu on the design page.
2. Within the Elements section, Reusable Pages are categorized, with a maximum of four pages displayed in the list.
3. Click on the "See all" button to explore all the reusable pages within a specific category.
4. Users have the option to preview the reusable page by clicking on the Eye icon located at the bottom corner of each page.
5. Now, simply drag and drop the reusable page onto your document.
6. While dropping the document, the system will prompt you to choose whether to attach the page or clone it in the document.Clone Pages Method: By opting for the Clone Pages option, users can duplicate the selected pages and make any necessary edits directly within the current document template. It's important to note that modifications made through this method will not impact the original saved template, allowing for customization on a document-by-document basis without altering the master design.
Attach Method: The Attach option enables users to incorporate read-only pages into their current design, ensuring content consistency by sourcing from a centralized template. If adjustments need to be made to the template, these changes must be applied directly to the original template. Subsequently, updates will automatically reflect in the document where the template is attached, facilitating centralized template management and updates.
7. After selecting the preferred method to incorporate the reusable page, it will be added to the document design.
VIDEO DEMO:
Related Articles
Reusable Pages in a Document Template
Users have the option to create reusable pages or sections within a document template. They can either design an entire document and reuse it in another document, or they can design specific sections, such as headers, and save them in the system as ...Reusable Sections in a Document Template
Users can create reusable pages and sections within a document template. This means they can design an entire document for reuse in another template or build specific components—like headers—and save them as reusable sections for future use. Please ...Resizing the Pages in a Document
Users typically establish the document size during the initial creation phase. However, should they wish to adjust the document size at any point thereafter, they can do so using the Page Settings option. Moreover, if there is a need for multiple ...Document Template Creation
CREATING A NEW DOCUMENT TEMPLATE We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section. Follow these steps: 1. ...Previewing a Document Template
You can preview the document in two different ways: 1. From the Left-Hand Menu: Navigate to the left-hand menu and click on the "Preview & Download" option. This will open a modal window where you can preview and download the design template. To ...