Dynamic Templates: Edit and Versions

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Dynamic Templates allows users to edit Adobe InDesign files within Webdam without the need for InDesign software.

Webdam Dynamic Templates allow you to make parts of your 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.

This article covers the following topics:

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.

Learn how to install and set up the Dynamic Templates extension.

Follow the instructions below or watch our short video to learn how to use or edit Dynamic Templates.

 

 

 Edit and download in Webdam: 

Users with download permission to a folder containing Dynamic Templates have the ability to edit and download the template.

  • Click a Dynamic Template asset to reach the asset details page, then click Edit template on the actions toolbar.

  • An  icon will display when you hover your mouse over a section that you have the ability to update.
    • Edit image:
      • To replace a graphic in the template, click  then select Change Image.

      • Depending on the preferences, you can choose to upload an asset from your computer or choose from a predefined set of assets that have been related to the template.

      • Click Select.

      • Click and hold the image to move it within in the frame.

      • Click the red circles at the corner of the image to adjust the size.

      • Click Done.
    • Edit text:
      • Enter the edits.

      • Click outside the frame to save your changes.

  • Once complete, click Finished at the top of the template editor.

  • Choose a file format from the dropdown box and click Save.

Save a draft:

You can save a draft of a template to revise and download later. This is especially helpful if you get pulled away while in the middle of editing a template or realize that you made a mistake in the template.

  • Click a Dynamic Template asset to reach the asset details page, then click Edit template on the actions toolbar.

  • Edit the template. (Read section above for more information.)

  • Once complete, click Finished at the top of the template editor.

  • Choose Save my work and click Save.

  • Update the saved version name (optional) and click Save.

    Note: Only the user saving the Dynamic Template will be able to view their saved versions.

Edit or delete a draft:

  • Click a Dynamic Template asset to reach the asset details page.

  • Click Versions.

    Versions will only appear if there is a saved draft.

    • Webdam: Versions will display under Related Assets on the asset details page.

    • Brand Connect: Versions will display next to the asset details or comments on the asset details page.

  • Click  next to the version you want to edit. The template editor with your changes will appear. Make any additional edits and download the template. (Read section above for more information on editing and downloading a template.)

  • Click  to delete.

Additional information:

  • Admins can preview the changes made to a downloaded Dynamic Template (along with the format it was downloaded in) in the Download Tracker Report.

  • Versions of Dynamic Templates expire after one year of inactivity.

  • Storage in the DAM is not impacted by saved Dynamic Templates. 
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