Knowledge Base

Create & manage Digital Brand Templates

Digital Brand Templates help users to create visual materials, such as social media visuals or campaign posters. Because the templates have a predefined layout, behavior and style, users can immediately start creating without having to start from scratch.

At the same time it allows you as a Digital Brand Template manager to decide which template items are customizable and which ones are locked. By letting creators only adjust certain elements, such as the logo or background image, you can make sure that all created documents align with your branding. Read more about creating and managing Digital Brand Templates below.

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Who can manage Digital Brand Templates?
Users with the following right(s) can manage Digital Brand Templates:

  • Manage templates


The Templates and Fonts & Colors sections in the left sidebar allow you to manage your templates. In the Templates tab you can upload new templates and find the ones you uploaded before. In the Fonts & Colors section you can manage the general colors and fonts that are available within the templates.

Roles and permissions

Roles

There are three roles available in Digital Brand Templates. Read more about these roles below.

Manage templates
The manager role is intended for portal administrators. Managers can upload, configure and modify all portal templates. Also, they can access all the documents that users created.

Approve documents
The approval role is intended for content or brand managers. Approvers can approve documents or reject a document because it needs changes before it can be approved. Normally approvers are people within an organization who safeguard that all created documents align with the company branding. They are able to provide users with feedback when documents need changes. Read more about how to approve documents here.

If you want to make use of an approval process, make sure you set up the approval role for one or more user profiles in Permission Management.

Create documents
The creator role is for users who can create documents based on a Digital Brand template. Normally creators work in the marketing department and are responsible for creating digital content.

Permissions

Before setting up the permissions, make sure you have read about the different roles in the section above. Outline how those roles can meet your requirements regarding template management and document creation. Decide which permission profiles should manage the templates. In case you want to make use of an approval process, decide which user profiles can approve documents. Lastly, think about the user profiles that should be able to create documents based on a Digital Brand template.

Manage documents

  1. Go to Settings > Users & rights > Permission Management.
  2. Select the user profile for which you want to set up the manager role.
  3. Go to the Digital templating section and tick the permissions approve documents, create documents and manage templates.
  4. Click Save to save the user profile.
  5. (Optional) Repeat the above steps to enable the manager role for other user profiles as well.

Approve documents

  1. Go to Settings > Users & rights > Permission Management.
  2. Select the user profile for which you want to set up the approver role.
  3. Go to the Digital templating section and tick the permission approve documents and create documents.
  4. Click Save to save the user profile.
  5. (Optional) Repeat the above steps to enable the approver role for other user profiles as well.

Create documents

  1. Go to Settings > Users & rights > Permission Management.
  2. Select the user profile for which you want to set up the creator role.
  3. Go to the Digital templating section and tick the permission create documents.
  4. Click Save to save the user profile.
  5. (Optional) Repeat the above steps to enable the creator role for other user profiles as well.

General configuration

Font files and font colors cannot be retrieved from the PSD or Sketch files and therefore need to be uploaded manually. When a font is not uploaded to Bynder, the editor will default to the font 'Source Sans Pro'. As an admin you can configure which font colors should be available. This way, the users can select one of the available colors when they customize the text of their document.

  1. Click Fonts & Colors in the left sidebar.
  2. Make sure that all the font files and colors used in your template files are uploaded and configured.

    To upload a missing font, click the + Upload font button in the Fonts & Colors tab and select one of the missing font files. If necessary, repeat this step to upload all other font files used.

    Click + Add color if you want to add a font color used in your template file that is not listed yet. Alternatively, you can also add additional colors that are not used in your template file.


    Click for a visual walkthrough

Campaigns

Campaigns allow you to better categorize your templates and the documents users create. When you have templates with common objectives but targeting different channels you can group them under a campaign. You can for example place all your social media templates that focus on the holiday season under a summer holiday campaign. This way you have an easy-to-access overview where you can find all the documents users created.

How to create a campaign?

  1. Click Campaigns in the left sidebar to go to your campaigns.
  2. Click the New campaign button. A pop-up will open.
  3. Enter a name for the new campaign in the Name field.
  4. Choose a color for the campaign thumbnail by entering a hex color code in the Color field.
  5. (Optional) Click the Choose image button to set up a cover image for the campaign. Use the Compact View to search or filter for the image you want to add. Hover over the thumbnail, tick the button and click Add media.
  6. Click Create campaign to create the new campaign.


    Click for a visual walkthrough

How to edit a campaign?

You can change the name, cover color or image of a campaign. Follow the steps below.

It is not possible to move documents from one campaign to another.
  1. Click Campaigns in the left sidebar.
  2. Hover over the campaign you want to edit.
  3. Click the icon and click Campaign details.
  4. Modify the name, color or cover image.
  5. Click Save changes to save the changes.


    Click for a visual walkthrough

How to assign a template to a campaign?

When you assign a template to a campaign, all documents based on this template will be automatically available under that campaign.

  1. Click Templates in the left sidebar.
  2. Hover over the template you want to assign to a campaign.
  3. Click the icon and click Edit template.
  4. Open the Campaign dropdown and select the campaign you want to assign the template to.
  5. Click Save changes to save the changes.

How to change the campaign a template is assigned to?

  1. Click Templates in the left sidebar.
  2. Hover over the template you want to change the campaign of.
  3. Click the icon and click Edit template.
  4. Open the Campaign dropdown and select the campaign you want to assign the template to.
  5. Click Save changes to save the changes.
`When you assign a template to another campaign, the documents that have already been created under the previous campaign do not move to the new campaign.


Click for a visual walkthrough

How to set up or change a campaign cover?

  1. Click Campaigns in the left sidebar.
  2. Hover over the campaign you want to set up or change the campaign cover for.
  3. Click the  icon and click Campaign details.
  4. Click the Choose image or Change image button to set up a (new) cover image for the campaign. Use the Compact View to search or filter for the image you want to add.
  5. Hover over the thumbnail, tick the button and click Add media.
  6. Click Save changes to save the campaign cover.

How to upload a template?

You can upload a new Digital Brand Template by using a Sketch or Photoshop file. Once your file is uploaded, you can configure the template and upload the font files that were used inside. The font files are not included in the template file and therefore need to be uploaded to Bynder separately.

  1. Make sure your template file meets the requirements.
  2. Make sure on or more campaigns are set up for your portal.
  3. Make sure that all the font files and colors used in your template files are uploaded and configured.
  4. Click the New template button. A popup will open.
  5. Click the Select template button and select the .SKETCH or .PSD Digital Brand Template file. By default the filename will be used as name for the template.
    Include the name of the channel in your filename to automatically categorize it under the right channel, for example Instagram Story or Adwords banner.
  6. (Optional) Change the name of the template in the Name field. Open the Campaign dropdown and select the campaign you want to assign the template to.
  7. Open the channel dropdown and select a channel.
  8. Click Create template to upload and create the template.
  9. A new template thumbnail with the message Importing file will appear. Wait for the upload to finish.
  10. Click the new thumbnail to configure your template.


    Click for a visual walkthrough

How to configure a template?

  1. Go to the Templates section in the left sidebar and click the template you want to configure.
  2. In the Components sidebar you will see all the elements (layers) that are part of the template. The Text or Image tab in the right sidebar lists all the available properties and customizations for the selected layer.

    Images

    By default, the image source of an image layer is set to All files. This means that users can use all images they have access to in the Asset Bank. You can restrict this selection by linking the image to a collection.

    1. Click the image that you want to link to a collection in the Components sidebar.
    2. Open the Properties tab in the right sidebar.
    3. Open the Image source dropdown and click Collection.
    4. Click the Choose collection button.
    5. Hover over the collection you want to select and tick the button.
    6. Click Choose collection to select the collection.
    7. Click Update template to save the changes.


      Click for a visual walkthrough

    Text

    Font color

    By default, all the brand colors set up in Fonts & Colors are available to users in a text field. Alternatively, you can decide to only make specific colors available for a text field.

    1. Click the text layer for which you want to configure the font colors in the Components sidebar.
    2. Switch the Brand colors toggle in the right Text sidebar.
    3. Tick the colors you want to make available to users.
      Make sure the color used in the source file, which is displayed below Color, is ticked. If not, users will not be able to switch back to the default color.
    1. Click Update template to save the changes.


      Click for a visual walkthrough

     

    Auto-shrink

    Are your users writing in different languages or do they sometimes need to use more text than anticipated? Sometimes text just requires more space. With the auto-shrink feature you can set up a minimum font size. When the entered text becomes too big for the text field, the font size will be reduced to make it fit within the text box. When the minimum configured font size is reached, users will get to see an error message that their text does not fit.

    1. Click the text layer for which you want to configure the minimum font size in the Components sidebar.
    2. Switch the Shrink text to fit toggle in the right Text sidebar.
    3. Select the minimum font size you want to apply in the Minimum font size dropdown.
    4. Click Update template to save the changes.


      Click for a visual walkthrough

    Lock layers

    By default, all layers are unlocked, which means that users can modify the default text and images. You can choose to lock layers if you don't want them to be customizable. Locked layers are indicated by the icon. Select the layer and click the Lock button in the right sidebar.

    To unlock a locked layer, select the layer and click Unlock.

    Save your changes by clicking Update template.


    Click for a visual walkthrough

    Approvers

    By default, approval is enabled for a newly uploaded template and all approvers are selected. Untick users if you don't want them to be an approver. You can toggle the Approval switch if you don't want any approval process for the template at all.

    All approvers will receive an email notification with a link to audit the template. Read more about the approval process here.

    Background color

    By default, documents will use the standard background color as set up in the artboard of your template file. You can decide to let your users change the background color when they create a document. They can then change the default color to one of the available colors set up in the Fonts & colors section. Follow the steps below to set up the allowed background colors for a template.

    1. Click the title of the template, open the Template tab in the right sidebar, switch the Allow brand colors toggle and select the colors you want to make available to users when creating a document.
    2. Click Update template to save the changes.


    Users that create a document based on this template can now change the background color to one of the allowed background colors.

    The background color needs to be set up in the artboard of your template.

    Output

    Configure the output options of the template. Click the title of the template, open the Details tab in the right sidebar, click the Output options dropdown and select one of the available options.

    Save only
    The created template can only be saved to the asset bank. Users will not be able to download their creation directly from the template editor.

    Download only
    Users can only download the template directly from the template editor. The created template cannot be saved to the Asset Bank.

    Save & download
    The created template can be saved to the Asset Bank and can be directly downloaded from within the template editor.

  3. Click Update template to save the changes.


    Click for visual walkthrough

How to edit a template?

  1. Go to the Digital Brand Templates section of your portal and click Templates in the left sidebar.
  2. Click the template you want to edit.
  3. Make the necessary modifications and click Update template to save your changes.
    You cannot edit the default text inside text layers or change the default images of image layers. These changes need to be made in the .SKETCH or .PSD Digital Brand Template file. The modified template file will then have to be reuploaded as a new template.

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