Templates

Templates allow users to create marketing materials with guaranteed brand compliance in a fully customizable web-to-publish engine with smart templates and flexible workflows. With templates, the following actions can be done:

• Use templates that deliver on-brand design via your web browser without installing any additional software.
• The templates follow your branding guidelines without allowing the end-user to design something that is off-brand.
• Create new documents based on a set of templates.
• Documents can be edited, duplicated, deleted, locked, archived, exported, and ordered.

• WYSIWYG (What You See Is What You Get) editing in the browse.

  

In this article:

• Adding a new template
• General settings
• Workflow settings
• Export options
• Extra features configuration

Adding a new template

As an admin, you can easily connect your CHILI publish templates to your Kadanza Layouts extension. All you need to do is click on the "New template" option on the top right and fill in the requested information.

• Name: You can give any name to the template regardless of the name in CHILI publish platform.
• Title: It can be the same as the title, but this will be visible on the front-office.
• Reference: Any reference can be given even it can be the same as the name and title.
• Chili document ID: This is important while connecting the template from your CHILI environment to your Kadanza installation.

When you click on the "Create" option, it creates the template and opens the template configuration page. Then you have the general, workflow settings, export options, and extra features configuration. 

General settings

In this section, you may activate or deactivate the template, much like in the templates' main view, and update the information you entered when adding the new template. Aside from this, you can choose a category, add notes, or upload a preview image. 

Workflow settings

Templates provide a variety of workflow combinations, and different workflows may be configured for each template based on its use case. It all depends on the visibility of the document and the user groups assigned to each template.

As a first step, you can specify which user groups have access to which templates by configuring the "User groups" and "Chili editor settings". Then, you can adjust the collaboration options if you want to limit it to a specific group of users.

Additionally, if you select the option "Only show users who appear in the same user groups as the current logged in user," you will restrict the number of collaborators based on the current logged in user's user groups. The same logic applies to the "Approval settings".

When this option is checked, the "Exact Cross Match" option will be shown. When you check that option too, only users that appear in the exact same user groups as the logged-in user will be shown in the editor dropdown.

The visualized version will be like this:

• Only show users that appear in the same user groups as the current logged in user

• Only show users that appear in the same user groups as the current logged in user + Exact Cross Match

With these options, it is possible to create complex workflows. A user is allowed to add text and images, then transfer the document to a copywriter, who can only review the text but not change the images. Once the text is approved, the copywriter can send it on to the designer to check if the correct images are used. This designer can not edit text. When ready, he can send it to the creator, who can then request approval until the final document is approved and can be either downloaded or sent to a print partner.

Export options

In this section, you can define which export options to use per template. You can also choose which user groups can use these export options. In this case, all users in "Demo accounts, Kadanza internal, and Approval" will have the option to download the "Lores PDF, Print PDF, and Press PDF" export profiles. 

Besides exporting documents, it is possible to transfer them to a print partner to have them printed. Kadanza offers an order flow, where an order form can be configured to match your print partners' requirements.

An order generates a production-ready PDF (according to the print specifications of your print partner) and an order XML containing all the order specifications for your print partner. This XML can be configured to meet the requirements of your print partner so their internal order system can pick up the order.

The PDF and order XML are transferred to an FTP server at the print partner, after which the printer will follow up on payment and delivery.

Extra features configuration

Finally, depending on the template style, you have additional setting choices.

Variable-driven:

Variable-driven templates are templates in which all editable data is stored in variables. These templates usually don’t use inline editing. The data from the variables are stored in the Layouts database, while data from inline editing is usually stored directly in the database.

👍 Advantages:

• Users can create documents while the templates are still in development
• When a template is updated in the CHILI publisher, documents are updated as well without losing any content
• Users are always working with the most recent version of a template
• Users can switch between templates with similar variables. This is convenient for example when you have created a document in 1 format and you want to create the same document in another format while keeping the content

👎 Disadvantages:

• No inline editing, only variables can be used
• When a template is updated, users can no longer edit/export/duplicate documents based on an older version of the template. Users have to update their documents to proceed

Metadata source:

When we look at the metadata source configuration of a metadata template, we see different options to configure. In this section, you match the CHILI field names with the Metadata field names in your installation. So, all the mapped metadata information will be directed to your templates when the asset is placed. 

External datasource:

If you have a datasource template, you must enable this choice to import and map the CHILI values to the CSV fields. Please ensure to choose the correct row number for the CSV Row set to have the correct data. 

DAM URL:

For example, in a Newsletter document, we only need to set the "DAM URL" because we want to link the templates to our Media Library when we need to choose an asset. So this is the URL that points to the Entry Point that we want to display. You can display any Entry Points you want based on your needs.