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How to Create a template

The guide will show you how to create a bundle template

Updated over 3 weeks ago

Launch Zylpha Bundling Software. You will go straight to the New tab. Click on the Basic Template to create your template.

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The bundle contents will be loaded. The contents at this stage will be the default settings within the Basic Template.

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You can now configure your template.


Create your Template: Cover Page

Click on the Cover Page icon, found on the Zylpha ribbon, to set up your cover page. Remember to add only items which will be relevant to all new bundles created from your new template.

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For more information on the cover page, see here The Cover Page.


Create your Template: Adding Sections and Documents

Click on the Sections & Documents tab to add sections and documents to your bundle. Remember to add only sections and documents which will be relevant to all bundles created from your new template.

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For more detailed information about Sections, see here Creating Sections.


Create your Template: Saving the Template

Click Save, and select the Browse option. You can then use File Explorer to locate your Bundle template Folder specified on the Settings

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tab, set the file-type to ".zbtx" and give your new template a unique name.


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Once you click on the File > New tab you will see your new template.

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You will now be able to create a bundle from your new template, by clicking File > New and then selecting your template.

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