Creating & Managing iFOLIO Templates
Create iFOLIO Templates to Reduce Workload & Increase Productivity Across Teams
iFOLIO Templates enable managers to create customized sales & marketing pages, push them to users, and lock/unlock content editing with flexible permissions. Create an iFOLIO template in a few simple steps.
1. Build an iFOLIO & make it into a Template
2. Create a New Template from the Templates page
3. Push to Users Individually
4. Enable or Disable Permissions for Editing Blocks
Creating a New Template
Method 1: Create from an iFOLIO
- Create a new iFOLIO in your user account and build out the page you would like to use as a template.
- From the Admin Panel, click on your user icon & click 'iFOLIOs' from the left side.
- Click the 'Template' button next to the name of the iFOLIO you want to make into a template.
- Now you can find and edit the template in the templates menu. This allows you to push the page to other users and selectively lock content editing.
Method 2: Create from Templates Page
- Open the Admin panel and click the 'Templates' tab.
- Click the 'Create New' button in the upper right corner, then select a template from the menu to provide the starting point for your new template.
- Modify the new template as desired and name it in the top left corner.
- You'll now see your new template in the templates gallery. Here you can edit, duplicate, or change permissions for this template.
Pushing Templates to Users
- From the Admin Panel, select the icon of the user whom you'd like to add your new template.
- Click 'iFOLIOs' from the left side panel and select your template from the dropdown list at the bottom of the pop-up window.
- Click 'Create' to create an iFOLIO from the template in their user account.
Renaming Templates
- From the Admin Panel, click the 'Templates' tab at the top to open your account templates.
- Each template's name is above its thumbnail preview. Type in this field to rename a template.
Duplicating Templates
- Below the Template thumbnail, click the 'Duplicate' button to create a copy of that template.
- Rename the copy to distinguish it from the original template.
Re-Arranging Templates
- The order of templates in the templates tab & in user accounts can be modified by re-arranging templates.
- Click and Drag the move icon in the top left corner of a template's preview thumbnail to change the order in which it appears.
Deleting Templates
- Click the 'Delete' button underneath a template's thumbnail to delete that template. A confirmation message will appear to confirm the deletion.
- Be careful when deleting templates. Once deleted, templates cannot be restored and you cannot undo template deletion after confirmation.
Pushing Templates to Sub-Accounts
- If your organization has sub-accounts, you can push a template from the parent account to all sub-accounts.
- Create a template from the parent account. Open the template in the parent account's admin panel.
- Click 'Permissions' in the upper right corner of the template you'd like to push to sub-accounts.
- In the open window, click 'Accounts' at the top, and select the sub-account(s) you'd like to add the template to.
- Users of the selected sub-accounts will now be able to create iFOLIOs from the chosen template.
Learn More: Pushing to Users & Managing Template Permissions
- Templates have flexible permissions to enable & disable content editing on a block-by-block & per-user basis.
- Learn how to push Templates to users and modify Template Permissions to give each user the exact amount of content control they need.
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Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com