Skip to content
Marketing

How to add descriptions to your templates?

N ow, you can add short descriptions and types to your templates, injecting a burst of clarity and customisation into your project . Who can do it? The…

1 min read130 words2 explained imagesUpdated Fri, 17 Nov, 2023 at 10:16 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.

Now, you can add short descriptions and types to your templates, injecting a burst of clarity and customisation into your project.
Who can do it?
The rights are currently available to only Agency Admin

Steps to add descriptions -
Step 1. Navigate to the 
Template Library and hover over the template you wish to add details

Step 2. Click on the Edit section
OR
             You can open the template and click on the 
Edit button at the top right end

Figure 1 What this shows Step 2. What this shows Illustrates "How to add descriptions to your templates?". This screenshot appears in "How to add descriptions to your templates?". The text alongside this image reads: Step 2. Click on the Edit section OR You can open the template and click on the Edit button at the top right end. Immediately after, the guide continues: Save in Draft or Publish Template. Image 1 of 2 What to clickStep 2. Click on the Edit section OR You can open the template and click on the Edit button at the top right end
Buttons and menus referenced Step 1.Step 2.ORStep 4
Next stepSave in Draft or Publish Template
Step 3: You can add the Short Description
Figure 2 What this shows Step 2. What this shows Illustrates "How to add descriptions to your templates?". This screenshot appears in "How to add descriptions to your templates?". The text alongside this image reads: Step 2. Click on the Edit section OR You can open the template and click on the Edit button at the top right end. Immediately after, the guide continues: Save in Draft or Publish Template. Image 2 of 2 What to clickStep 2. Click on the Edit section OR You can open the template and click on the Edit button at the top right end
Buttons and menus referenced Step 1.Step 2.ORStep 4
Next stepSave in Draft or Publish Template
Step 4. Click on 
Save in Draft or Publish Template

FAQ

Can we add descriptions to all Templates?

No, only the templates in draft can be edited

Who can add descriptions?

Agency admins can add description to the Templates

Frequently asked questions

Can we add descriptions to all Templates?
No, only the templates in draft can be edited
Who can add descriptions?
Agency admins can add description to the Templates

Was this guide helpful?

Related guides