Browse templates and create adaptations

Templates pages display the templates available to you based on your current domain. From a templates page you can browse, preview, and create adaptations from templates.

You must have access to a portal with a templates page configured before completing the steps on this page. See Add pages to a portal for instructions on setting up a templates page.

Browse and preview templates

To browse templates, navigate to a templates page in your portal. Templates displayed belong to your current domain; to switch domain, expand the Domains menu at the top-right and select the required domain.

Select a template to open the details panel on the right-hand side. The details panel displays an enlarged preview of the template, along with its description, keywords, versions, and fields.

Create an adaptation

  1. Navigate to a templates page and select the template you wish to adapt.

  2. In the details panel, select Create Adaptation.

    An iFrame opens displaying the adaptation editor.

    The adaptation editor varies depending on the template type.
  3. Complete the required fields in the adaptation editor and finish creating the adaptation.

  4. When the adaptation is complete, a confirmation modal appears with two options:

    • Select Stay to return to the templates page.

    • Select See New Adaptation to navigate to the user adaptations page.

      The See New Adaptation option navigates to the user adaptations page, which must be configured separately in your portal. See Add pages to a portal for instructions.

View and manage your adaptations

Navigate to the user adaptations page in your portal to view all adaptations you have created.

Select an adaptation to open the details panel, where you can view a preview of the adaptation and its details.

To download or delete adaptations, select the required checkboxes and select the appropriate option from the Actions menu above the details panel. To select all visible adaptations, use the Select Visible checkbox at the top-right of the list.

Adaptations that are still rendering will not display a thumbnail until processing is complete.