Workshop: Creating and Designing Templates

In this live workshop, we'll guide you through the steps of creating a Template, from customizing the content and design to setting it up the right way. To make the most of your time, come prepared with ideas for Templates and content you want to incorporate. This can include a JPG or PNG of your company logo, your company's font and brand colors, and even a high-quality image that can serve as the cover image for your Template's cover page.

This course is designed for:

• All Template creators

Pre-requisite for this course:

• Required: Participants must have completed one of the Getting Started classes prior to attending this workshop
• Suggested:
  • Prepare or gather any content you want to add to your Template (i.e., text, images, videos)
  • Make sure to have easy access to your company’s font and branding guidelines 

By the end of this course, you will be able to:

• Configure your Template settings
• Set up a custom design theme for your entire Template
• Add various content and Fillable Fields to your Template
• Use automatic content population and task automations in your Template

Availability:

Essentials, Business, and Enterprise plans