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Let's Navigate to Template Creation
First, we will discuss the templates screen, including how to create, organize, and group your templates.
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Search Templates
Here, you can search for your templates using AI search or navigate by tags.
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Explore Template Inspirations And Collections
Here, you may see inspirations created by our team based on your brand kit to give you content ideas. We'll walk through collections shortly.
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Preview Design Details
Similar to your asset Library, you can preview template details and make necessary adjustments.
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Set Template Status
Active templates are visible to your team or assigned groups. You can also set it to draft, making it unavailable to users.
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Proceed To Next Step
From this screen you can also download, share, make a copy, archive, and delete. It will also give you all the file info. You can edit this template directly from this screen, but let's walk through the steps for starting from scratch.
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Create New Template
To begin, Click on create then new template.
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Create New Template Prompts: Size
First select a size for your design from a preset or a custom size presets are popular sizing for social or print designs.
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Create New Template Prompts: Custom Tags
And finally, tag your design with relevant custom tags.
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Open Design Editor
From there, you'll be taken to the design editor. Let's briefly walk through the design options available in the full editor.
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Left Control Panel
On the left side of the designer, you have all of your design controls including previously, created templates, text images shapes logos uploads masks as well as Dropbox and QR codes.
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Add Text
When editing a template, the left panel gives you access to your text styles — including heading, subheading, and paragraph options — all pre-set to your brand fonts.
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Customize Text
To edit any text on the canvas, simply click on it. From the right panel, you can adjust the font, size, weight, alignment, and color. Your Brand Kit options are always available, so everything stays on brand.
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Customize Text
You can also customize and translate the text in your template in over 130 languages. Just click "Translate" and choose your language.
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Control Text Resizing And Lock Graphics
As an creator, you control how much users can edit any text element on a template. When a text box is selected, you'll see Behavior options on the right — you can set text to limit to the text box, allow any length, or shrink to fit. These settings help maintain your design integrity no matter what users type. A locked element displays a message letting users know that text can be replaced, but all other settings are disabled — and only an admin can unlock it. This is how you protect your template's design while still giving users the flexibility to personalize their content.
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Images and Assets
Images can be added to frames, called masks, or added freely or as a background. Images and videos can be pulled from your organization's asset library or uploaded directly into the editor. Just like text, images, shapes, and logos can all be locked by an admin — giving you control over the template structure while still allowing users to personalize their content.
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Elements
Design shapes can be added from preset options or uploaded directly from your brand kit. Like all other elements. These can be locked by an admin to protect your template design.
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QR Codes
QR codes can be generated directly in the editor or pulled from previously, saved codes and like all other elements, they can be locked by an admin.
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Multi-page and Layers
Here you can see additional features available in the full editor, including layers, multi-page designs and the template title displayed at the top.
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Use Design Editor Features And Navigation
That covers the full design editor — the version creators have access to. We also offer a simplified editor that can be toggled on or off for your users. It includes only the essentials — text, elements, images, and uploads — keeping the experience clean and focused while admins maintain full control over brand consistency through locking. When you're finished with your design, you can download it directly, preview it, or hit Next to return to the homepage where your newly created design will be ready to share.
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What To Do With Your New Template
Now that you've created or edited a template, you can tag it assign it to a group set it as active or share it, this can all be done from the template preview screen shown before.
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Wrap Up
That wraps up the creator walkthrough for building scalable, on brand content for teams.
In this video, you learned how to navigate the full design editor, work with text, images, shapes, and QR codes, and lock elements to protect your brand. Visit our Knowledge base at help.cliquify.me for additional support.