How do I start building from a template?

All platform members can add/manage content areas within an (even if this is just within their own private grids in their own private folder area - for user and external member types). 

Configurable access control will determine who has the access permission to add/manage content areas (and to view/use templates) in the main grid library; see What is configurable access control?

To speed up the process of building, you can start the process by using a pre-existing item as your starting point. This will copy across the content areas of the selected pre-existing item, any descriptive text and copies of all the actual embedded content such as documents, links or expert-tags. 

To start building your new item this way, first create, or open, the item and ensure you are in edit mode: by clicking the edit action button. This will expand the action bar to include the start new action button (folder symbol), click this button to see the options available in the dropdown. These include (starting from):

  • Templates
  • Existing Elements/Stage Gates

To start building from an template click "Select a Template" you can then scroll through all templates, then select the template you wish to use.   

Please note this action will write-over any content already built into this element.

Clicking again on the start new element action button collapses the dropdown.

Templates are also available from the resources button on the navigation bar.