Creating a Title Template

If you’re just getting started with Edelweiss Designer, one of the first and most important steps will be to create the Templates you’ll later use for your Documents. A template serves as the preset format your selected titles will be run through when you create a Document.

Building a Template:

On the main Templates page, you’ll first set a Working Title (the “example” title that will display as you build your template).


In the resulting window, search for a title and click to select it.

Now that you’ve set your Working Title, it’s time to create a new template. Select Create New Title Template.

In the next window, you’ll fill out the fields shown below.

  • Name: Name your template!
  • Size: Letter or A4
  • Orientation: Portrait or Landscape
  • Bleed: If printing, this is the area that will be trimmed off
  • Type: Single Page or Two Page Spread
  • Titles Across: How many titles should display horizontally on each page of the template?
  • Titles Down: How many titles should display vertically on each page of the template?
  • Folder: Place your template in an existing folder or create a new one

 

Once these are complete, click Save.

Your newly-created template will drop into the folder in which you’ve placed it — locate it & click on either the name of the template or the Edit/Manage icon to begin working on it.

Your initial view of the template will look something like this. Here, you can change the name of the template, create a copy of it, delete it, change the Working Title, and most importantly, begin styling the page and adding design blocks and content blocks, which we’ll explore in detail below.

Now, the creative work of building a template begins.

Start by clicking Add Empty Design Block (or Add Saved Snippet — learn more here) to insert your first Design Block.

You’ll then be prompted to add your first Content Block and can add elements from the Available Elements window.

Note that when adding design blocks, you’ll have the ability to either position and size the block before or after adding content blocks and may do so by dragging and dropping or by setting the position and size manually.

To continue adding more content to your current design block, simply select Add New Content Block (Down). 

In any given content block, it is also possible to add Content across. See example below.

To add a new design block (i.e. a completely new ‘container’ in your template), select Back to Template Overview and click Add Empty.

In this block, we’ll add the Descriptive Summary and drag and drop to reposition it. You may need to reposition other content in your template and can do that at any time. Watch the process below!

As you work, don’t forget to Save! Also note the Preview button, which will temporarily take you out of Edit mode and display a preview of your finished product.

With a bit of content to work with, it’s time to adjust the elements’ positioning and add Page Styling.

For the sake of this demonstration, we’ll add one last Design Block before styling the template — in this case, one that will contain a few pieces of metadata. Watch below for another quick how-to.


Styling a Template
:

There are a few methods of styling a template. The first is to apply a style to the entire page:

The second is to click into a Design Block and apply a style to just that area.


*Note that it is possible to select multiple styles from the Available Styles window, as shown above. Simply continue selecting the styles you’d like to apply and they will populate in the Styles in Use area.

Lastly, it is also possible to apply styles to individual content blocks, for example, just the title.

Watch the video below for a more in-depth visual on styling your template.

Tips:

1. As you might’ve noticed, there are two ways to select and begin working on a particular design block — a design block can either be selected from the Design Blocks section (right) or directly clicked on within the Edit/Preview window (left).

2. To remove a style from a design block or an individual content block, locate the block and click, for example, (1 style) or (2 styles) and select the ‘x’ to remove that style.

To remove a style from an entire template, make sure you’re viewing the template overview window. In the Template Styles section, select the ‘x’ associated with the style you’d like to remove.