## What is a Page Template?

Page Templates are pre-made **Page Groups** that can be accessed from the Pages Navigation by clicking the + symbol.

Page Templates enable you to scale your content creation and create Page Groups fast and efficiently. You can learn from best practices by no longer having to start from scratch.

By creating Page Templates, Page Groups can become more standardized and consistent within your environment.

## Permissions

### Page creation rights

You can only access templates if **you can create Pages**. Users who can't create Pages would not be able to access Templates, as they would not see the "create new Page" action (the + icon at the top right corner of the Pages Navigation).

### Editor-only rights with no Page creation rights

Users with editor-only rights who don’t have permission to create Pages will **not** be able to access Templates, and therefore will not be able to see the "create new Page" action.

### Quick actions

Your Template experience will adjust so that the most relevant quick actions are available to you. If you have the right to **edit** a Template, you will see the following quick actions when you hover over a Template in the Templates Catalog:

- Edit Template
- Share template
- Copy Template
- Archive Template

If you only have the right to **view** and **use** a Template (with no editing rights), you will see the following buttons:

- Learn more
- Preview

By clicking the Template Card, you will be taken to the Template detail page.

## Where you can find Page Templates

Page Templates can be found by clicking the Pages Navigation and clicking the + icon on the top right corner of the Navigation.

## How to create a Page Template from a Page Group

To create a Page Template from a Page Group:

1. Navigate to a **Page Group** by going to the Pages Navigation and clicking a Page Group
2. Click the **edit icon** at the top right corner of the Page (the pencil symbol)
3. Go to the **Page Group Settings** from the Page editing menu (stack of documents symbol)
4. Click **Save Page Group as a Template**
5. **Name** the Template
6. (Optional) Add a **description**
7. Select the **Pages** you want to have included in the Template
8. Click **Save Page Group as Template**

## How to create a Page Group from a Page Template

To create a Page Group from a Page Template, navigate to the Templates Catalog by clicking the Pages Navigation and selecting the Template icon.

You can choose between three types of templates:

1. Company Templates
2. Made by Happeo
3. My Templates (only if you’ve created a template already)

When you select one of these Template types, you can:

1. Click a **Template** from the selection menu
2. Select one of the following:
   1. **Use prefilled Template** – Includes pre-made and prefilled Sections and Widgets. Also includes a Page header image
   2. **Use blank Template** – Includes pre-made Sections and Widgets without any content (i.e. headers, text, images, etc.). Also includes a header image
3. If a Template includes multiple Pages, you can select the Pages you wish to be included in the Page Group
   1. **Note**: The Pages have been pre-selected. Untick the boxes to deselect Pages. If you don’t want any of the Pages, untick the **Select all** box
4. Click **Create Page Group**

### Company Templates

Company Templates are Templates available for all users within your organization. Your platform admin manages Company Templates.

### Made by Happeo

These Templates are made by Happeo. They function just like Company Templates and My Templates.

### My Templates

These Templates were created by you, shared by you, and shared with you.

## How to edit a Page Template

To edit a Page Template, you have to be an **Editor** of a Template. Editing a Template entails editing the Template **title**, **description**, and the **Template itself**.

### Editing the title and description

1. **Hover over a Template** you wish to edit from the **Template Catalog**
2. Click **Edit details**
3. Click on the **title** or the **description** to alter it
4. Click **Save** once you’re done editing the Template name and/or description

### Editing a Template

1. **Hover over a Template** you wish to edit from the **Template Catalog**
2. Click **Edit details**
3. Click **Edit Template**
4. You will be taken to the Page Template where you can edit its contents, layout, etc.
5. Click **Save** once you’re done editing the Template

## How to promote a Page Template to a Company Template

As an **Admin**, you can promote Templates to Company Templates and make them available to your organization.

To promote a Template:
1. Navigate to **My Templates** in the **Templates Catalog**
2. Hover over the Template and click **Share Template**
3. Click **Promote to Company Templates**
4. You will receive a warning message. Click **Promote Template**
   1. When you promote the Template, it will be available to all Page creators and can be found in **Company Templates**. Users that have permission to edit the Template will be kept by default

## How to demote a Company Page Template

The process to demote a Company Page Template is similar to promoting a Page Template.

1. Navigate to **Company Templates** in the **Templates Catalog**
2. Hover over the Template and click **Share Template**
3. Click **Demote from Company Templates**
4. You will receive a warning message. Click **Demote**
   1. By demoting a Company Template, the Template will be sent back to **My Templates**. It will only be available to users with **View** or **Edit rights**. Pages using this Template won't be affected

## How to share a Page Template

You can share a Page Template with other Users and Groups by:

1. Hovering over a Template in the Templates Catalog and clicking **Share Template**
2. Click **Share with selected Groups or People**
3. **Search** and **add** Users or Groups
4. Edit their **permissions** (Can edit or can view)

## How to copy a Page Template

You can copy any Template that you can view or edit. When the action has been completed, the copy will be available in My Templates.

1. **Hover** over a Template in the Template Catalog
2. Click **Copy Template**

## How to archive and unarchive a Page Template

You can only archive a template if you have permission to **edit it**. Archiving a Template will remove it from **view for all users**. Editors of the Template can still retrieve the template by using the **Archived filter**, where it can also be unarchived.

### Archive a Template

1. Hover over a Template in the Template Catalog
2. Click **Archive Template**
3. You will receive a warning message. Click **Archive**

### Unarchive a Template

1. Navigate to the **Archived** filter in **My Templates** in the **Templates Catalog**
2. Hover over the Template and click **Unarchive Template**
3. You will receive a confirmation message at the bottom left corner

## How to upload a preview image for a Page Template

You can upload a preview image to help other users get a better understanding of what the Template looks like and is about.

### Preview image specifications

- JPG or PNG
- Size: 800x600 (if it's larger, it will be cropped)
- Max file size: 32MB

### Upload preview image

1. Click **Edit details** when hovering a template
2. Click **Upload preview image**
3. Click **Click to upload** or **drag and drop** an image from your computer

## How to preview a Page Template

Previewing a Page Template enables you to see how the Page Template looks to others.

1. Click a **Page Template** from the **Template Catalogue**
2. Scroll down and click **Preview Template**