Document Template¶

Document template contains guides, styles, page attribute placeholders, “static” elements, and so on. A designer starts the preparation of document template using Adobe © InDesign ©. It is a physical .indd Adobe © InDesign © file. It does not contain actual information, only the layout and data dimension. It serves as a starting point of a document. A designer can define the Workable Area in a document template, where a planner can plan and place the products. A designer can use the rest of the area of a document template, which is not defined as the Workable Area, to place the header, footer, logo, or background image.

Once you create the document template in Adobe © InDesign ©, you can play with it using the Whiteboard of Contentserv system. You can plan how products should be placed in a document template using Whiteboard. You can define Slots in a document template to place the products in the using Whiteboard. These document templates are used in creating publication templates.

Purpose:	The purpose of this document is to explain what a Document Template is and how to create it. You will be guided through the different stages that are involved in building a new document template.
Target Audience:	System Administrators Template Designers
Key Terms	CS Desktop Publisher: the Desktop Publisher is a plugin for simple data transfer and updating functions. It is available as an additional option for templates and dynamic editing in the print sector. The Desktop Publisher allows you to use and update Contentserv system objects in Adobe © InDesign © documents. Frames and individual texts will be assigned to variables which can connect them to system objects like products or images. This will allow for ease of creating and updating documents which are based on an object or document template. Whiteboard: Whiteboard is a Contentserv feature that is similar to Adobe © InDesign © application. There are two types of target audiences who will be involved in the publications. One is a planner who will actually plan the publication. The other one is a designer who will make the layout and prepare the templates using Adobe © InDesign © software. Desktop Publisher will help the planner to plan how a publication should look like. Workable Area: the Workable Area is defined while creating a document template in Adobe © InDesign ©. A designer will define this area using an Adobe © InDesign © frame in a document template. The Workable Area is a dynamic area where products will be placed in Desktop Publisher. Slot: the Slot is a place in a document template where a product is placed while planning the document template in Whiteboard. A planner will split the defined Workable Area of a document template into N number of rows and columns according to his need in Whiteboard. Thus, he will create a slot, which is a separate space for each product. Now, a planner can place products into separate slots, where one slot will contain a single product.

Icons of CS Desktop Publisher Window¶

Sr. No.	Icon	Icon Name	Details
		Document Template	It will show the list of document templates created in an Adobe © InDesign © application.
		Product Template	It will show the list of product templates created in an Adobe © InDesign © application.
		Publication	It will show the list of publication templates in an Adobe © InDesign © application.
		Product	It will show the list of publication templates in an Adobe © InDesign © application.
		Attribute	It will list all the marketing articles that are created in the Contentserv system.
		Images	It will show all the images that are created in Contentserv system.
		Show Sync Status	This option enables you to keep the sync of a document template. It is useful when preparing the document template in Adobe © InDesign © and when modifying a document template in Whiteboard as well.
		Logout	It will log you out from CS Desktop Publisher. It will terminate the current session for CS Desktop publisher.
		Create Template	It is used to create a new document template.
		Save/ Upload	It is a Save/Upload option. It will save the details of a document template and it will upload the created document template in the Contentserv system.
		Define Workable area	It helps to define the Workable Area in a document template.
		Refresh	It is a refresh feature that is useful when a planner and a designer are working simultaneously on a document. Whenever a planner makes any changes in a document template via Whiteboard and saves the details in Whiteboard, this refresh icon will blink in Adobe © InDesign ©. Thus, a designer will know that a planner has modified a document template via Whiteboard. When a designer clicks on this icon, all the changes that the planner has made in a document template via Whiteboard, will be reflected in Adobe © InDesign © document.
		Accept Changes	This is an accept changes feature. A designer will select the changes made by a planner and click on this icon to accept the changes.
		Delete	This is a delete feature. A designer will select the changes made by a planner and click on this icon to reject or delete the changes.
		Select All	This is a select all feature. A designer will select all the changes made by a planner by clicking on this icon. The designer can either accept or delete all the changes made by a planner in one go with the help of this feature.

How-to: Create Document Template¶

To create Document Template, follow these steps:

Install DTP¶

Install CS Desktop Publisher client in your system to use and update Contentserv objects in Adobe © InDesign © documents.

Connect to DTP¶

After installing the CS Desktop Publisher client in your system, open Adobe © InDesign © and connect to DTP client.

Create New Document Template¶

CS Desktop Publisher pop-up window contains the details of Contentserv system (ex: articles, products, images, etc).

../../../../../_images/cs_document_desktoppublisher.PNG

Click on the Create Template icon from CS Desktop Publisher pop-up window to create a document template.

../../../../../_images/cs_document_createtemplate.PNG

Define the Workable Area¶

Find a blank page where you can put all the styles, designs and anything that you want to add in a document template.

../../../../../_images/cs_document_defineworkarea.PNG

Select the frame from the left side panel of the screen to define a Workable Area.

../../../../../_images/cs_document_selectframe.PNG

Place the frame across the document to define a Workable Area.

../../../../../_images/cs_document_placeframe.PNG

Click on Define Workable Area icon to define the frame area as a Workable Area. You can define the entire document as a Workable Area or you can use some parts of a document as a Workable Area. It is up to you how you want to design a document template.

../../../../../_images/cs_document_clickdefineworkablearea.PNG

Add Frames¶

Suppose you have used some portions of a document as a Workable Area and you want to add some text in remaining areas of a document, then you can do so by clicking on T icon frame located in the left side panel of the screen.

../../../../../_images/cs_document_supposeusedsomeportion.PNG

Click on the Text icon frame and place the frame across the area of a document where you want to define static text.

../../../../../_images/cs_document_clickTiconframe.PNG

Now, enter the text in this framed area that you want to add in a document template.

../../../../../_images/cs_document_nowentertext.PNG

Add Pages in a Document Template¶

You can add as many pages as you want in a document template. Locate the Pages icon option on the right side panel of the screen.

../../../../../_images/cs_document_inadditiontothis.PNG

Select Pages icon option and click on the Create Page icon to create a page in a document template.

Define Workable Area in each page of a document template.

After adding all the elements in a Document Template, click on the Save/Upload icon to save and upload it to the Contentserv system.

../../../../../_images/cs_document_oncaddelements.PNG

On the prompt that appears, enter the Template Name and click on the Upload button. It will save this document template in Adobe © InDesign © and upload it to the Contentserv system.

Check Sync Status and Accept or Reject Changes¶

Sync the changes in Adobe © InDesign © document template and in Desktop Publisher. This is necessary when working in a document template at both Adobe © InDesign © and Desktop Publisher of Contentserv system. Click on Show Sync Status icon located in the CS Desktop Publisher window to know the sync status of a document template.

../../../../../_images/cs_document_syncchanges.PNG

A designer can accept all the changes made by a planner. In this case, a designer will select the changes and click on the Accept Changes icon in the SyncStatus window to accept the changes.

../../../../../_images/cs_document_designercanaccept.PNG

A designer can delete or reject all the changes made by a planner. In this case, a designer will select the changes and click on the Delete icon in the SyncStatus window to delete the changes.