Dynamic Templates: Installation and Setup

Follow

This article covers the following topics:

Introduction and Example Use Cases

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

Example use cases:

  • A sales person needs to customize a datasheet with their contact information.
  • A travel agency wants to update the pricing, images and dates of a flyer.
  • A marketing manager in Italy wants to update the language of a brochure to Italian.

In order to use Dynamic Templates, you will need to have the following third-party tools installed: 

Adobe InDesign Creative Cloud 2015 only
Adobe Flash Player 20.0.0 or later
Print UITools extension (available under the Install section immediately below)

Learn more about using Dynamic Templates in Edit and Download Dynamic Templates.

Install the PrintUI Management extension:

Download the Print UITools extension and run through the install.

2015 extensions (Windows 4MB – Mac 20 MB)

2017 extensions  (Windows 5.1MB – Mac 22MBUpdated 8/18/2017

  

*Note: Some features are temporarily unavailable in the 2017 version. We anticipate the full version to be released sometime later this year (2017).  

1) Dynamic Templates Tags and HTML panels. (expected mid April)
2) The advanced preflight window which allows fixing issues. (expected mid April)
3) Size presets. (expected mid 2017)
4) The ability to download a customized job. (expected mid April)

Follow the instructions below or watch our short video to learn how to set up Dynamic Templates.

 

Log In:

  • Open InDesign.

  • Click Window on the top navigation and select Extensions > Print UI Management.

 

  • Click the  icon in the upper-right of the Print UI Management window and select Enter Login Credentials.

  • Enter your Dynamic Templates Credentials and click Login.

Note: The Dynamic Templates login credentials are not necessarily the same as your Webdam login credentials. They would have been provided by your implementation consultant or customer success manager, so please reach out to them for more information.

Set Up a Template:

  • Create the InDesign document that you would like to convert into a Dynamic Template.

  • For any layers and objects that should not be editable within Webdam, move them to the background or foreground layer.

  • If you would like users to have the ability to edit text and/or replace graphics, but not change the size of the layer or object containing the text and graphics, simply lock the layer or object.

  • For layers and objects you would like users to have the ability to move, delete, or expand, leave those layers unlocked and do not place on the background and foreground layer.

Upload a Template:

  • Save the document to your computer.

  • Click the Package & Upload tab in the PrintUI Management panel of InDesign.

  • Click Upload, which will initiate Preflighting and Packaging.

    • If there are any errors during the preflight and package, the PrintUI Management panel will bring up a dialog with instructions for fixing any errors. Once any errors have been corrected, click Upload again.

    • If you are prompted to add fonts, click the Uploaded Fonts tab and choose Upload Font.

 

  • After a few minutes, the document will be uploaded to your Webdam account as a Dynamic Template into a folder titled Webdam Templates.

    Note: Do not delete or rename the Webdam Templates folder. If you do so, a new folder titled Webdam Templates will be created upon your next Dynamic Template upload. 

Manage Your Templates in Webdam 

  • Organize: Users with the appropriate permissions can move the templates to other folders within Webdam by dragging and dropping the files in the preferred destination folder. Learn more about moving assets.
  • Relate Images: Users with the appropriate permissions can control which images are available for each template. Learn more about relating assets.

  • Delete: Users with appropriate permissions can delete the templates.
    • Click the Templates tab in the Print UI Management panel of InDesign.

    • Select the template you would like to delete and then click Remove Template.

    • Click Yes to confirm.

    • Delete the template in the DAM. Learn more about deleting assets.

Customize Preferences:

  • Log in as the admin.

  • Click the configure-metadata_gear.png icon and select System Preferences.

  • Navigate to the Webdam Dynamic Templates box.

  • Update your preferences.
    • Allow users to upload photos to editor: Check this box to allow users to swap out an image with one uploaded from their computer. Uncheck this box to only allow your users to choose from Related assets when editing photos in the template.

    • Allow users to add images: Check this box to allow users to add a new image to the template.

    • Allow users to add text: Check this box to allow users to add a new text box to the template.

    • Allow users to save template: Check this box to allow users with upload permissions the ability to save a template back into the DAM. 

  • Click Save.

 

 

Was this article helpful?
4 out of 4 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Rick (admin) Hooton
    Permalink

    When will the 2017 version be available?

  • Avatar
    Sean Johnson
    Permalink

    Hi Mark,

    We're projecting to have this release available early February.

  • Avatar
    Tracy Haas
    Permalink

    any update on when the update will be available so we can use with Creative Cloud 2017?

  • Avatar
    Josh Hardman
    Permalink

    Looking for an update on 2017 as well.

  • Avatar
    Rick (admin) Hooton
    Permalink

    Any news you can report? Thanks

  • Avatar
    Nipul Roy
    Permalink

    We have released the Dynamic Templates extension for CC2017. Please click on the link below for more information:

    https://www.damsuccess.com/hc/en-us/articles/115000153690

Request Support
Existing Request