Brandfolder custom templates step 1: Configure projects

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aria-labelledby="toc-js-block__title"> <div id="toc-js-block__title" class="toc-title h2">In this article:</div> </nav> </div> </div> </div> </div> </aside> <main class="light"> <a id="main-content" tabindex="-1"></a> <div class="region region-content"> <div data-drupal-messages-fallback class="hidden"></div> <div id="block-alexandria-page-title" class="block block-core block-page-title-block"> <h1 class="page-title"><span class="field field--name-title field--type-string field--label-hidden">Brandfolder custom templates step 1: Configure projects</span> </h1> </div> <div id="block-alexandria-content" class="block block-system block-system-main-block"> <article data-history-node-id="2482834" class="node node--type-help-article node--view-mode-full"> <div class="help-article-top"> <div class="article-headline"> <div class="article-subhead"> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__items"> <div class="field__item"><p>Brandfolder custom templating uses WYSIWYG template creation so you can easily build templates that other users can customize.</p></div> </div> </div> </div> <div class="plans-permissions"> <div class="plans-permissions--header"> <p class="size-5">Who can use this?</p> </div> <div class="plans-permissions--body legacy"> <div class="plans-permissions--body-field plans"> <svg class="icon" aria-hidden="true" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <circle cx="8" cy="8.5" r="7.45" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M7.31812 7.13647H7.99993V12.2501" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M8.00105 4.75C7.93587 4.75 7.88326 4.80262 7.88404 4.8678C7.88404 4.93298 7.93666 4.9856 8.00184 4.9856C8.06701 4.9856 8.11963 4.93298 8.11963 4.8678C8.11963 4.80262 8.06701 4.75 8.00105 4.75" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> </svg> <div class="details"> <p class="fine-print">Plans:</p> <ul> <li>Brandfolder</li> </ul> </div> </div> <div class="plans-permissions--body-field permissions"> <svg class="icon" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <circle cx="8" cy="8.5" r="7.45" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M3.50659 14.2935C3.83326 13.0135 4.66659 11.9068 5.82659 11.3068C7.21021 10.5773 8.82883 10.5899 10.2133 11.3068C11.3733 11.9068 12.2066 13.0135 12.5333 14.2935" stroke="var(--linkColor)" stroke-width="1.1" stroke-miterlimit="10"/> <path d="M8.16667 4.5C6.96915 4.5 6 5.46915 6 6.66667C6 7.86418 6.96915 8.83333 8.16667 8.83333C9.36418 8.83333 10.3333 7.86418 10.3333 6.66667C10.3333 5.46915 9.36418 4.5 8.16667 4.5Z" stroke="var(--linkColor)" stroke-width="1.1" stroke-miterlimit="10"/> </svg> <div class="details"> <p class="fine-print">Permissions:</p> <ul><li>Owner</li><li>Administrator</li><li>Collaborator</li></ul> <p class="disclaimer">Find out if this capability is included in <a href="/regions-capability-differences">Smartsheet Regions</a> or <a href="/articles/2480681">Smartsheet Gov</a>.</p> </div> </div> </div> </div> </div> <div class="node__content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><p><span>The integration currently supports digital and print assets. </span></p><p class="important">These configurations are available if your organization is utilizing advanced templating. The features outlined below are not available in basic templating. </p><p><span>This article covers the first step of creating templates: configuring projects in preparation for creating templates. The steps it takes to create a Brandfolder template include:</span></p><p><span>1. Configuring projects</span></p><p><span>2. Locking projects</span></p><p><span>3. Saving a project and generating a template</span></p><h3><span>Brandfolder custom template concepts</span></h3><ul><li><span><strong>Project:</strong> working file for any template that is created from it. </span></li><li><span><strong>Template:</strong> This is end-user-facing and created from the project. End users can customize elements within the template, including text, images, backgrounds, and shapes. These are all defined and locked or unlocked for editing by the admin or collaborator. </span></li><li><span><strong>Canvas</strong> <strong>size:</strong> the size of the Project and the resulting template. Canvas sizes are often known based on the channel in which the asset will be used. For example, the default Instagram post size is 1080px by 1080px.</span></li></ul><h3><span>1. Create a new asset</span></h3><ol><li><span>Within the section that you want the Template to live in, select <strong>Create New Asset</strong>.</span></li></ol><p class="note"><span> Templates can only be created in a file type section.  </span></p><p><span>2. Select the type of project you want the template to be. </span></p><ul><li><span><strong>Digital design:</strong> used for social media ads and websites using pixel-based dimensions. </span></li><li><span><strong>Print design:</strong> for projects that are high quality with bleed and CMYK using inches-based dimensions. </span></li></ul><h3><span>2. Create a new project</span></h3><p><span>Once you select the project type, a new modal will appear. </span></p><ol><li><span>Name your project.</span></li><li><span>Choose one of the following:</span></li></ol><ul><li><span><strong>A specific canvas size.</strong> This reveals multiple pre-defined options, such as commonly used social posts (Instagram, Facebook, Pinterest, etc.)</span></li><li><span><strong>Upload an image</strong>. This defaults the Project to the canvas size of the image uploaded.</span></li><li><span><strong>Create from an existing template</strong>. This defaults the Project to the canvas size of the selected template. </span></li></ul><p><span>3. Select<strong> Create Project</strong> in the bottom right-hand corner of the modal.</span></p><h3><span>3. Build out a new project </span></h3><p><span>Add and adjust text, images, background, and shapes using the options on the left-hand side of the project navigation area. New pages can also be added and cloned. </span></p><article class="media media--type-brandfolder-all-media media--view-mode-default"> <div class="field field--name-bf-image field--type-image field--label-visually_hidden field__items"> <div class="field__label visually-hidden">Brandfolder Image</div> <div class="field__item"> <img loading="lazy" src="https://cdn.bfldr.com/NB5M6M91/at/xv73gcsnp8k2xq46954q79q/image_13.jpg" width="1600" height="677" alt="Brandfolder custom templates step 1: configure projects"> </div> </div> </article> <h4><span><strong>Text</strong></span></h4><p><span>Add text (headers, subheadings, lines of text, bullet points) and select from various fonts, colors, sizes, and alignments. The font file types that can be uploaded to Brandfolder Custom Templates are OTF, TTF, and WOFF.</span></p><ul><li><span><strong>Text can be hyperlinked</strong> for a PDF file exported from your account. This is a valuable option to navigate the reader to a webpage. To hyperlink text in your Project, follow these steps:</span><ol><li><span>Select the text box you want to hyperlink</span></li><li><span>In the left menu, locate the Hyperlink option</span></li><li><span>Add the web address to the page you want to hyperlink to</span></li></ol></li></ul><p class="note"><span>You cannot hyperlink a text box partially. The full-text box must be hyperlinked.</span></p><article class="media media--type-brandfolder-all-media media--view-mode-default"> <div class="field field--name-bf-image field--type-image field--label-visually_hidden field__items"> <div class="field__label visually-hidden">Brandfolder Image</div> <div class="field__item"> <img loading="lazy" src="https://cdn.bfldr.com/NB5M6M91/at/ctp75gh68ghg3798q5qttqhv/image_12.jpg" width="1600" height="894" alt="Brandfolder custom templates step 1: configure projects"> </div> </div> </article> <h4><span><strong>Images</strong></span></h4><p>Upload from your computer, Brandfolder, Unsplash, Pexels, and Iconfinder. Certain file types can be uploaded to Brandfolder Custom Templates: JPG, PNG, SVG, TIFF, and HEIC. The default size limit is 25 MB.</p><p class="note">You must input your API key the first time you upload from Brandfolder. </p><ul><li><span><strong>Background:</strong> add background images or colors and adjust the size.</span></li><li><span><strong>Shapes:</strong> add shapes to the template using Iconfinder or basic preloaded shapes. Images can also be inserted into the shapes. </span></li><li><span><strong>Adding and cloning pages:</strong> Select <strong>Add New Page</strong> below your project preview to make the project multi-page. Clone a page (make a copy) by selecting<strong> Clone Page</strong>. You can also expand the menu on the right-hand side and select <strong>Pages > Add.</strong> </span></li></ul><article class="media media--type-brandfolder-all-media media--view-mode-default"> <div class="field field--name-bf-image field--type-image field--label-visually_hidden field__items"> <div class="field__label visually-hidden">Brandfolder Image</div> <div class="field__item"> <img loading="lazy" src="https://cdn.bfldr.com/NB5M6M91/at/nfvf64kgs85nm94vmq757n/image_9.jpg" width="1600" height="792" alt="Brandfolder custom templates step 1: configure projects"> </div> </div> </article> <h3><span>Zones</span></h3><p><span>Zones are square or rectangular areas in which you can designate on the template for your user to place a design element (image, video, or SVG). Zones allow you to control whether the design element is masked or fits fully within the area. This feature is great for logos, headshots, headers, and more.</span></p><p><span>There are two ways to create zones in the editor. </span></p><ol><li><span>Select <strong>Images</strong> on the left menu, and then select <strong>Zone. </strong>A placeholder icon will appear.</span></li><li><span>Add an image, video, or square/rectangle shape to the editor and select the <strong>Convert to Zone</strong> option in the left menu.</span></li></ol><h5><span><strong>Configure a zone</strong></span></h5><p><span>Once the zone is added, you need to set up a few properties. </span></p><ol><li><span>Choose the element position to be either <strong>Fit</strong> or <strong>Mask</strong>. </span><ol><li><span><strong>Fit</strong>: The image or SVG will be placed in the zone but can be resized or repositioned anywhere within the designated space. Elements are not cropped.</span></li><li><span><strong>Mask</strong>: The image will take up the entire space, leaving no margin. Elements that don’t fit the zone exactly are cropped.</span></li></ol></li><li><span>Select the <strong>Default</strong> <strong>Orientation</strong> (sets where an element placed will be within the Zone). *If you chose Mask on Step 1, skip steps 3 & 4.</span></li><li><span>Select the <strong>Default</strong> <strong>Margin</strong>. This sets the amount of space between the zone's edges and the element's borders. </span></li><li><span>Select the <strong>Rotation</strong>. This sets the angle at which the element will be placed.</span></li><li><span>Select the ability to <strong>constrain resize proportions</strong>.</span></li><li><span>Select <strong>arrangement and alignment</strong>. </span></li></ol><p><span>There is a configuration mode that allows you to preview the default placement and position, for example, elements of different aspect ratios given the options listed above. Turn on configuration mode to generate a preview within the zone for you to visualize.</span></p><hr><h3><span>Next steps</span></h3><p><span>After you have created a new asset and have configured your project you will setup </span><a href="/5747954774679-Brandfolder-Custom-Templates-Step-2-Locking-Configurations"><span>locking configurations</span></a><span>. </span></p></div> </div> </div> </article> </div> </div> </main> <aside class="secondary" role="complementary"> <div class="region region-secondary"> <div id="block-community-offramps" class="block block-block-content block-block-contentfdc1ea2b-27dd-4ce3-9b58-b64596843c97"> <h2>Community</h2> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><ul><li><a href="https://community.smartsheet.com/categories/get-help">Get help from fellow users</a></li><li><a href="https://community.smartsheet.com/categories/ideas-%26-feature-requests">Share your feature requests</a></li><li><a href="https://community.smartsheet.com/categories/industry-talk">Connect with industry peers</a></li></ul></div> </div> </div> <div id="block-flagblock" class="block block-flag-block"> <div id="helpful-vote-wrapper-2482834" class="helpful-vote-wrapper"><div class="js-form-item form-item js-form-type-item form-type-item js-form-item- form-item- form-no-label"> Was this article helpful? </div> <a href="/helpful/2482834/yes?ajax=nojs&token=rV2ESuBVlyT9gZ03ELuVoP8E3A9S6oAkGogTftusnpg" class="use-ajax helpful" rel="nofollow" role="button">Yes</a><a href="/helpful/2482834/no?ajax=nojs&token=PVhAEjY2k2u72-RPQZzfSy4FhDa_E8D_XbF7PAFj1Z0" class="use-ajax not-helpful" rel="nofollow" role="button">No</a></div> </div> </div> </aside> <section class="content-footer"> </section> </div> <footer id="global-footer" class="footer transparent" role="contentinfo"> <img src="https://help.smartsheet.com/sites/default/files/2020-05/smartsheet-logo-horizontal.svg" alt="Smartsheet Logo" class="footer-logo"> <nav role="navigation" aria-label="Help & Learning footer " id="block-lcfooterv2" class="block block-menu navigation menu--lc-footer-v2"> <h2 class="visually-hidden" id="block-lcfooterv2-menu">LC Footer V2</h2> <ul class="menu"> <li class="menu-item" data-menu="nav"> <a href="https://www.smartsheet.com/legal">Terms of Use</a> </li> <li class="menu-item" data-menu="nav"> <a href="https://www.smartsheet.com/legal/privacy">Privacy</a> </li> <li class="menu-item" data-menu="nav"> <a href="/contact" data-drupal-link-system-path="node/2481907">Contact Support</a> </li> </ul> </nav> <div class="footer_app-downloads"> <div id="block-lcfootercopyright" class="block block-block-content block-block-content3506618c-faa8-497d-b829-31548f958df6"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><div class="app-buttons"> <a class="ios-footer" href="https://itunes.apple.com/app/smartsheet/id568421135">Apple iOS</a> <a class="android-footer" href="https://play.google.com/store/apps/details?id=com.smartsheet.android&hl=en">Google Android</a> </div> </div> </div> </div> </div> <p class="copyright">©2025. 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