Publisher Admins – Creating a Template in Document Builder

To access the Document Builder click on your profile picture or initials at the top of any Edelweiss page, Settings and Preferences, then Go to Document Builder. Document Builder is an add-on Module so if you do not have the link shown above and would like access to it, or if you have any questions about Document Builder, email

You Document Builder homepage will have 3 sections:

  • Documents:  a quick list of the documents you’ve created and saved. These will be based on catalogs or collections and will have used templates you or a colleague has set up.
  • Title Templates: a list of the various templates you and your colleagues have set up, with title elements placed as you’ve dictated in the template creation process
  • Custom Data Elements: uploaded chunks of data that were imported to be included in a document, information not provided in your official Edelweiss catalogs/title listings. 

To get started, create a template.

When you create a template you are determining the layout of the pages of your catalog. Begin by clicking the “Create Template” button under the title templates heading.  You will be presented with a popup that looks like this:

• Page Orientation – Portrait or Landscape

• Titles per Page- Number and layout of titles included in the template

• Name- Name your Document template

• Description- Just a short blurb about the Document. Example: “4 titles per page for tradeshow flyer”

• Font/Font Size- Take your pick!

• Visibility- You can choose whether this Document will be visible to just you, or to others in your organization.

The first step in creating a template is to decide the size, name, and font for your template, as well as whether you want to share the template with the rest of your organization. Once you have established these parameters click save and you will begin the ‘creative’ aspect of the document builder.

If you would like to create a template, but you would not like to start from scratch with a blank template you have the option to copy an existing template. To do this you should click on the icon to the left of the template you wish to recreate.

Copy Template Icon

Once you’ve set the basic parameters for your template, click on its name to get to this screen:

Document Builder Select Title/Catalog

Now you can select a catalog and title that you will use as a stand-in/sample when creating this template. This can be changed as you design the template as well as once it is completed. Basically, you’re just giving the program some information to work with here, some title data to show so that you can have a better idea of how things will look. Just start typing the name of the catalog and title that you wish to use to design your template and the Document Builder will fill in your choices.

Begin adding elements to your template by clicking on Add new Element over the top left-hand corner of the template.


Adjust the size of the element you plan to add, and then click Assign to designate a specific element to feed to that space in your template:


Click on an element to expand it and see your options. For example, click into Images to select between a publisher logo, author photo, cover image, etc.

You can then Save, Undo, and Edit this element:

When you click on an element the “Style Box” will appear, allowing you to edit the appearance of your element. The guide below outlines the different parts of the style box:

Document Builder Style BoxSimply continue adding and placing elements as you please until you get something you like.

Here’s a quick rundown of the elements you can add to your template:

– Design Elements – Visual items that can spice up the way that your template will look but which will not contain any information about the titles in it.  Examples include lines and static text.  EXCEPTION: Sub templates, this will allow you to add a template within a template that can include related or comparable titles. Document Builder Available Elements

– Bibliographic – Bibliographic will be where most of the information provided in your templates comes from.  It includes the most basic information about a book such as its title and author, as well as more obscure information such as the size of the book and contributor statements.

– Prices – The price of the book in almost every currency in the world

– Catalog – Generally longer pieces of information about the title such as background information on the author and quotes from the book.

– Images – the most common image used in the document builder is the title image (available in high and low resolution) but also can include other images such as an image of the author as well as video.

– Markups – include markup elements which will allow you to provide extra information to the people you send the document to.  This includes markup notes and tags as well as comparable title tables.

– Custom Elements are imported by the publisher or sales rep creating the catalog and can include anything else that you deem necessary for your catalog.