How to create a new template in the Elements app and add it to the template dropdown list
Creating a new template in the Elements app will require either Elements design permissions or Admin level permissions.
Create a template:
1. | From within a table, click the Elements tile on the apps panel. |
2. | From the Elements side panel, click on the Manage templates cog icon. |
3. | From the expanded Manage Templates window, click Create Template. |
4. | Under the Page tab, apply template dimensions, borders, and background color or transparency settings. This is also where you can assign pixel snapping when adjusting content on the page. |
5. | Use the options located on the left side of the window to incorporate static objects such as text, images or shapes as well as dynamic text or images from table fields.  |
6. | To insert and format both static and dynamic text with various styling options, use the rich text feature.  |
7. | To insert a previously created template, use the nested template feature.  |
8. | From the Layers tab, organize and expand on different template elements, easily viewing their formatting options once selected. |
9. | Settings at the top left of the page allow you to undo, redo, cut, copy, paste and pan (move) around the template.  |
10. | Enter the template name at the top of the window. |
11. | Click Save Changes. |
Add a new template name as a Template dropdown field choice:
The following steps are only necessary if applying a Default Template is enabled on your account.
Once you create a new template, it will need to be added as a choice to the template dropdown field by an account admin. Once added, you can apply it as a default template to records.
1. | Copy the template name to your clipboard |
2. | From your table, click the arrow next to the table name |
3. | Click Edit table  |
4. | Navigate to the template field and click Edit choices |
5. | Click Add and paste the new template name as a new choice option |
6. | Click Save |
7. | Click Update |
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.