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Use the template library

Learn how to use the template library, add, and edit templates.

Updated over 2 weeks ago

The template library provides a collection of ready-made designs to help you quickly create branded content. You can browse templates, add them to your account, and customise them using the built-in editor.

⚠️ Important: You must have Brand Editor or Admin permissions to add templates to your account.


Video overview


Find the template library

You can find the template library in several ways:

  • Click +Template, then select the option to open the template library.

  • Go to the Help section, then click Template Library.


View and add templates to your account

  1. Browse the template library and click a template to open it in a new tab.

  2. Review the template layout and content.

  3. Click Add to My Account to add the template to your account.

📌 Note: Ensure your account has enough AI tag capacity before adding a template. If you do not have sufficient capacity, contact support via chat or reach out to your Customer Success Manager.


Edit the template in your account

  1. Open the template from your account.

  2. Click Uploads, then upload your own header and footer designs.

  3. Replace the existing header and footer with your branded versions.

📌 Note: You can create template designs using tools such as Canva, PowerPoint, or any image editing software.


Use the template editor

  1. Open your template in the editor.

  2. Update the header on additional pages as needed.

  3. Adjust fonts and colours to match your brand guidelines.

The template editor allows you to fully customise templates so they align with your organisation’s branding and design preferences.


Best practices

  • Review templates fully before adding them to ensure they meet your requirements.

  • Prepare branded headers and footers in advance for faster customisation.

  • Test your template after editing to confirm formatting appears correctly.

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