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OTSSignsTheme/manual/en/layouts_templates.html
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<li><a href="index.html" data-toc-name="getting_started">Getting Started</a></li><li><a href="layouts_editor.html" data-toc-name="layouts">Layouts</a></li><!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd">
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<p><a href="layouts_editor.html">Layout Editor</a></p>
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<p><a href="layouts_editor_using_templates.html">Using Templates</a></p>
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<p><a href="layouts_editor_global_elements.html">Global Elements</a></p>
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<p><a href="layouts_editor_data_widgets.html">Data Widgets</a></p>
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<h1 id="templates">Templates <a href="#templates" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h1>
<p>Use Templates to speed up the design process and ensure a corporate standard is maintained.</p>
<h2 id="feature_overview:">Feature Overview: <a href="#feature_overview:" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
<ul>
<li>Use existing published Layout designs to easily save as Templates.</li>
<li>Create and manage Templates from a dedicated page for easier management.</li>
<li>Add Zones to Templates to act as content placeholders on a Layout.</li>
<li>Set Share options to restrict User access to selected zones on a Template.</li>
<li>Show Published Templates for selection in the Layout Editor.</li>
<li>Speed up the entire Layout design process for all Users.</li>
<li>Apply a standardised look to all Layouts.</li>
</ul>
<p>Create new Templates or save your existing Layout designs to use as Templates for future Layouts.</p>
<h2 id="create_template">Create Template <a href="#create_template" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
<p>Templates are created by selecting <strong>Templates</strong> under the <strong>Design</strong> section of the main CMS menu.</p>
<ul>
<li>Select the <strong>Add Template</strong> button and complete the form fields.</li>
</ul>
<p><img src="img/v4_layouts_add_template_form.png" alt="Add Template Form" /></p>
<ul>
<li>
<p>Give your Template a <strong>Name</strong> for easy identification in the CMS.</p>
</li>
<li>
<p>Select the Resolution.</p>
</li>
</ul>
<p>On <strong>Saving</strong>, the <a href="layouts_editor.html">Layout Editor</a> will automatically open with one full size <strong>Zone</strong>.</p>
<p>Zones are used to define areas on a Layout which content can be added to.</p>
<blockquote class="tip"><p>If you dont want to include any Zones and add content directly to the Template, remove the Zone from the canvas by right clicking and selecting <strong>Delete</strong>. Add content in the same way as creating a Layout.</p>
</blockquote>
<h3>Adding Zones</h3>
<blockquote class="tip"><p>Zones are only available for use with Templates!</p>
</blockquote>
<ul>
<li>Click anywhere on the zone to resize and position:</li>
</ul>
<p><img src="img/v4_layouts_templates_editor.png" alt="Template Layout Editor" /></p>
<blockquote class="tip"><p>Use the buttons, in the bottom right to select to <strong>Snap to Grid</strong>, <strong>Snap to Borders</strong> or <strong>Snap to Elements</strong> for easier positioning when adding items.</p>
</blockquote>
<p><strong>Zones</strong> can be added from the toolbar:</p>
<ul>
<li>Click on the top <strong>Widget</strong> button.</li>
</ul>
<p><img src="img/v4_layouts_templates_add_zone.png" alt="Add Zone" /></p>
<ul>
<li>Select the Zone and drag and drop or click to add.</li>
<li>Resize and Position.</li>
</ul>
<blockquote class="tip"><p>Set to <strong>Loop</strong> only if the Zone contains a Widget that needs to update periodically (e.g. RSS Ticker) and it needs to update more frequently than the duration of the overall Layout.</p>
</blockquote>
<h3>Layering</h3>
<p>From the Properties Panel, select the Positioning tab to set Layering for overlapping Zones/ added content.</p>
<p>Add both content from the Toolbox and Zones to build your Template design.</p>
<p>Once your Template is complete, use the menu at the top of the editor to <strong>Publish</strong>:</p>
<p><img src="img/v4_layouts_templates_publish.png" alt="Publish Template" /></p>
<p>Published <strong>Templates</strong> will show for selection from the Toolbox of the Layout Editor.</p>
<h2 id="save_layout_as_template">Save Layout as Template <a href="#save_layout_as_template" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
<p>Published Layouts can be saved as a <strong>Template</strong> from two locations:</p>
<ul>
<li>From the <a href="layouts_editor.html">Layout Editor</a>:
<ul>
<li>After <strong>Publishing</strong> go back to the menu and select <strong>Save Template</strong>:</li>
</ul>
</li>
</ul>
<p><img src="img/v4_layouts_templates_save_as_template.png" alt="Save Template Editor" /></p>
<ul>
<li>From the Layouts grid:
<ul>
<li>Use the row menu for a <strong>Published</strong> Layout and <strong>select Save Template</strong>.</li>
</ul>
</li>
</ul>
<p>Complete all relevant form fields to save the selected Layout as a Template.</p>
<blockquote class="tip"><p>Optionally use the tick box to also include all added <strong>Widgets</strong> to the Template!</p>
</blockquote>
<ul>
<li>
<strong>Save</strong>
</li>
</ul>
<blockquote class="tip"><p>Layouts that are saved as a Template can be viewed and edited from the <strong>Templates</strong> grid under the <strong>Design</strong> section of the main CMS menu.</p>
<p><strong>Tagging</strong> a Layout as a Template will also add your designs to your Template list!</p>
</blockquote>
<h2 id="row_menu">Row Menu <a href="#row_menu" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
<p>All Templates have a row menu where Users can access a list of actions/shortcuts.</p>
<ul>
<li>Notable settings are listed below:</li>
</ul>
<h4>Alter Template</h4>
<p>Select to make design changes to the Template in the Layout Editor.</p>
<h4>Checkout</h4>
<p>To make edits to a Published Template click to <strong>Checkout</strong> and create a draft. Once edited the Template can be published to make the changes permanent overwriting the existing Template. Discard will revert the Template back to its original published state.</p>
<blockquote class="tip"><p>Take your time with any edits you need to make as using <strong>Checkout</strong> ensures that no changes are made to your published version or shown on scheduled <strong>Displays</strong> until you choose to do so. <strong>Publish</strong> confirms changes have been made and will overwrite your published version. <strong>Discard</strong> will delete the draft with the published version remaining untouched.</p>
</blockquote>
<h4>Publish</h4>
<p>Publish will ensure that the Template is shown for selection from the Toolbox.</p>
<h4>Discard</h4>
<p>Discard all changes made to a draft and revert back to the previous Published version.</p>
<h4>Share</h4>
<p>Set Share options for User/User Group access to individual Templates.</p>
<h4>Export</h4>
<p>Export the Template including all associated Widgets/Media/DataSet structures to a ZIP file, so it can be easily shared.</p>
<blockquote class="tip"><p>When exporting a Template, all assigned <strong>Layout</strong>, <strong>Playlist</strong> and <strong>Media Tags</strong> will be exported. Select the <strong>Import Tags</strong> option to add these Tags on Layout Import.</p>
<p>Use the <strong>With Selected</strong> option at the bottom of the Templates grid to perform bulk actions for multiple Templates!</p>
</blockquote>
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