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Managing Templates

Templates are the primary content unit in Typograph. This page covers the lifecycle you'll use in the Portal. For the document JSON schema see the developer concepts.

Where Templates Live​

Every template belongs to a project, which belongs to a team, which belongs to an organization. To find or create one:

  1. Pick an organization (top-left picker).
  2. Pick a team in the sidebar.
  3. Pick (or create) a project.
  4. Open the Templates tab inside the project.

Creating a Template​

  1. Open a project.
  2. Click New Template.
  3. Give it a name.
  4. The Editor opens on a blank canvas. Your first save is autosaved.

Alternatively, inside the Editor use File → Save as New to duplicate the current template into a new one.

Editing​

Click a template to open the Editor. Changes autosave as you work. Use the file panel on the left to navigate pages, elements, fonts, and swatches. See the Editor SDK reference for detail on the editor UI (the Portal embeds the same SDK).

Favoriting​

Click the star icon on any template card (or in the Editor header) to add it to your Favos. Favorited items appear in the sidebar for quick access.

Sharing a Template​

Templates can be shared with people outside the team using Invite:

  1. Open the template's menu and choose Invite.
  2. Enter the collaborator's email and pick a role (see Roles).
  3. They receive an invite — the link also appears in their Notifications and Shared with me once accepted.

Shared templates show up under Shared with me → Shared Templates in the sidebar.

Comments​

Use comments to leave feedback on specific places in a template:

  • Click anywhere in the Editor and pick Comment.
  • Replies thread under the parent comment.
  • Resolve a comment when the feedback is addressed.

Publishing (Export to PDF / Image)​

To render a template into a PDF or image:

  1. Open the template.
  2. Choose Export → pick PDF / PNG / JPEG / WebP.
  3. Optionally add CSV data for a batch (one output per row) — see the Publisher API reference.

Deleting and Restoring​

Deleting a template moves it to Trash. From Account → Trash you can restore recently deleted templates, projects, and teams. After the retention period expires, trashed items are permanently removed.