Create a Template

Templates are used to standardize the design of the headers and footers of your documents. Templates are sometimes referred to as “living” content. When a template is edited and saved, all documents using the template automatically display the updated content.

1. Click Content Library on the navigation pane.
2. Double-click Templates Explorer.
   The Templates explorer opens on the content pane.
3. Click New.
   A new template opens on the content pane.

   Tip: You can also create a template from an open template by clicking New. Additionally, if your navigation set is configured to add templates from the file menu, click File > Content Library > Template.
4. To create the template from scratch, click Begin with Blank Content.
   The HTML editor opens. In the middle of the HTML editor is a placeholder for document content when the template is used. You can insert HTML above and below the placeholder, including in the header and footer. See How the HTML Editor Works.

   Note: The template must include the content placeholder.
5. To create a template by copying an existing template, click Copy Existing Template. The Choose Template window opens.
   1. Select the template you want to copy.
   2. Click OK to add the content to your template.
   After uploading your HTML, you must insert the placeholder by clicking Content Placeholder in the toolbox.
6. To create a template by uploading an HTML file from your workstation, click Upload HTML Content.
   1. Browse to the location of the HTML file you want and select it.
   2. Click Open.
      The HTML is inserted in your template.
   After uploading your HTML, you must insert the placeholder by clicking Content Placeholder in the toolbox.
7. To spell check the template, click Spelling on the ribbon.
8. Click Save.
   The Save As window opens.
9. Select the folder you want to save the template in and type the name of the template in the Name field.
10. Click Save.