How to add a template in Lytho?

Select the plus icon and add a name and description. Configure all the settings and publish the template when finished to make it available to all authorized users.

Before following the next steps, make sure you have uploaded the InDesign template to your Lytho environment with the Lytho plugin in InDesign. Haven't done that yet? Check out the article: How to prepare a template in InDesign before uploading it to Lytho?

Adding a new template can be done on the Template page. You'll find this page on the Lytho menu. On the template page, click the plus icon and add a new template in Lytho. A pop-up will appear where you must fill in the template name and description (you can change this later in the template settings tab), and click 'Add'. 

how to add template

Now walk through the tabs to set the correct settings for your template:

Fill in the general template settings

The general template settings allow you to change the name and description of the template. You can also add or remove permissions and tags. These two need some further explanation:

  • Permissions
    Permissions can be used to make templates available for specific users or user groups.
    Note that you can only set permissions if you are allowed to do so. You will only be allowed to set permissions if you are part of a permission group yourself. And if that's the case, you can only add those permission tags which are linked to your permission group.
    If you're not part of a permission group, you will not be able to add permissions to a template.
  • Tags
    Tags can be useful for users to help find and filter templates they will be added to a template to find the template. Tags will appear as a filter menu in the left menu pane, in this way users can easily filter through all templates tags to find the required one. Search for existing tags in the input field and select the tag you want. If the tag you want to add is not listed yet, you can use the button 'Add as new tag' to add it to your template.

Select your InDesign input

Each Lytho template needs an InDesign file as a source. We call this the input file. At first, you should have uploaded an InDesign file via the Lytho plugin. All your uploaded files are listed here in the input tab. Search for your required input file and select it. Now it will show the large preview of the InDesign file at the right-hand side.

It is also possible to add several input files to one template. This could be handy to create different output formats e.g. for a campaign you want to enter the campaign information once and then create output files based on different InDesign documents for different channels as Facebook, Instagram, Print, and Narrowcasting platform. The precondition is that all InDesign input files have the same naming for all linked fields in the InDesign elements.

Selecting multiple files to fill multiple templates with the exact same fields? Check the article: How to combine multiple templates with equal input fields?

Fields (not required) 

The fields that can be edited/changed by users for the Lytho template are automatically created. They are created based on the linked fields which were set in the InDesign document with the Lytho InDesign template builder.

The fields tab, you can check if all fields are set/imported as desired. If required you can add some additional settings here.

These options are available on this tab:

  • Clear text fields
    All text fields will be filled with the same text as has been set in the InDesign file. This is the default text. With this button you can clear all text fields, so no default text is set for all text fields when users are creating a publication.
  • Allow the images to be edited
    This toggle will allow or disallow all images to be edited by the user with the Image editor
  • Create a group
    It can be helpful to group input fields to help the users fill in the template. This button creates an empty group in which you can drag and drop input fields. You can also change the order of the fields presented to the users here.

Field types are recognized by Lytho but in some cases you might want to change them into another type.

  • Text
    With this setting, the input will be always in the same paragraph style as defined in InDesign. The textfield will display the default placeholder text. Users can edit this when creating a publication.
  • Rich text
    This setting will allow the user to edit the layout of the text when creating a publication. Manage the available styles for the user by (de)selecting those that you would like to be available when creating a publication and select a default paragraph style for that specific field.
  • Asset
    Lytho will probably set all image fields automatically to this setting for you. But still, you can set a default image, select which images can be chosen, and choose if this image can be edited with the Image editor or not. When configuration which assets can be chosen, you have the following 4 options:
    • All available assets in the asset manager
    • A specific selection of assets set by you as admin
    • All available assets in the asset manager and manual upload from a user's desktop as well
    • Only assets with certain tags will be available for use

Choose Output

Publish restriction

For each template, you can turn 'Publish restriction' toggle on.
In order to make sure all the publications created from this template fit your (brand)restrictions, you can block them until approved by a specific admin or communication specialist. 

Set outputs
For each connected input you can set the required output formats that need to be created by Lytho. Select the respective input file and then click the plus icon to add an output. You can add several outputs per input file. The available outputs are: PDF, PNG, JPG, and EPS

For each selected output, you can set:

Output name - a logical name for it that will be visible to your users in Lytho e.g. 'PDF high resolution for print'.

Job options (pdf only) - Set predefined, or manually uploaded InDesign job options.

Watermark - apply a watermark on this selected output

Outlines (pdf & eps only) - convert all text to outlines. Print companies can ask for this to ensure all text will be printed properly, including exotic fonts and characters. 

PPI (jpg & png only)- Set the required InDesign output PPI (points per inch) for image quality. 

Generated by default - if you turn this toggle on, this output will be directly available for the user to download once his publication is approved by the admin role (see publish restrictions).

    Check your template

    Once you have configured all settings properly, click 'Save draft & close'. Keep in mind that closing the window will save all your settings and configurations automatically in a draft version.

    We highly recommend checking your newly added and configured template from the user's point of view.  To do so, click on your draft template and fill in all fields and test if your output works as desired. 

    In case you forgot or want to change some settings. Go to the template page and select 'edit template settings'. Now you can change the respective settings and test it again. If all settings are set well you can go finally to the template page and select 'edit template settings' of the template and press the 'publish' button. Publishing a template will make it available for all respective users. Now they can create their own publications based on this template.