Accessing the Template Hub
1. Open the Template Hub
Navigate to Templates in the main navigation bar and click to open.
Once inside, choose from one of three template categories:
Presentations
Questionnaires
Contracts
2. Preview or Use a Template
Hover over any template to reveal two options:
Preview – view all slides/pages included
Use Template – apply the template directly to a project
Choosing Preview opens a scrollable panel where you can view the entire template.
If you decide to use the template after previewing it, you can select Use Template from within the preview.
3. Applying a Template
When applying a Presentation or Contract template, DesignFiles will prompt you to select a project to apply it to. Questionnaire templates are applied directly to your project Questionnaires in Settings. You can then add it to specific projects from within the project itself.
Once you select a Presentation template, the Moodboard Editor opens.
On the right-hand panel, you’ll see all slides included within the chosen template.
At this point, you can do one of the following:
Click Insert all boards to load all slides at once, or
Click individual slides to add them selectively
Slides you add appear in your Boards panel at the bottom.
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Customizing Your Templates
Every template is meant to be fully branded to your business, so you have the ability to customize them in a number of ways:
1. Edit Text
Click any text block to open the Text Panel, where you can change fonts, adjust size and spacing, as well as edit colors (including pasting your brand HEX codes)
Click on any text field to automatically load the text panel options.
2. Change Background Colors
If a template already has a background color, you can modify it.
Double-click the background to unlock it (or click the unlock icon in the toolbar).
Open the Paint Color Library on the right.
Drag a new paint color or texture to the slide.
You can also adjust:
Transparency
Brightness
Contrast
Saturation
Blur
using the Style Settings panel.
Just ensure to still have the background selected and unlocked.
If it doesn't have an existing background, you can still open the paint library, drag a swatch out, and position it to the back to create your background color.
Saving Customized Slides as Your Own Templates
One of the most powerful features is the ability to save your customized slides as reusable templates.
To save a slide:
Click Templates in the top toolbar.
Choose Save as Template.
Give it a name (e.g., “Custom Table of Contents”).
Save it to your Templates library.
If you’d like to see these steps demonstrated visually, take a look at the video guide below.