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How to Add Custom Document Templates to the Gallery

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This article describes how to create your own custom templates that anyone in your company can find in the section of the document gallery named after your company.

 

Example of a company's own uploaded templates

Requirements

You will need a design idea, perhaps an example PowerPoint document, and the necessary graphics, logos, and icons for your template.

Method

  1. On the Document page in Displayr, click + New Document.
  2. In the dialog, click + Blank document.
  3. Confirm the size of the Pages in the Document, which are the size of slides in PowerPoint exports via More tools > Document layout.
  4. Go to the Page Master view, here:
    Tools Menu - Page Master.png
  5. Design your template pages in this view, using the default layouts for Title Only, Title Page, and add any new template pages as required. When the template is applied, these will be available to select when creating new pages in your documents.
  6. When done, click Exit Page Master.
  7. Create any other components you would like to be part of the template.  Anything you create in Edit mode will also be part of the template, including Pages, outputs, data, and analyses.
  8. You may also want to take screenshots of representative pages as you go - these will be used later in the Gallery preview to show what the template looks like.
    1. Note that the screenshots will look their best in the Gallery if they're in a 16:9 ratio - they'll be automatically resized.  The exact size of an image in the Gallery preview is 240 pixels wide and 135 pixels high.
  9. Go to Share > Export Data > Download Document (.QPack).
  10. In Windows Explorer, select the downloaded file and rename it according to this format (note: the file name is case-sensitive):
    templateName.widescreen.template.QPack
    The templateName part of the file name is the name that will be used in the Gallery.  In the above screenshot, the file name for the second template is:  Simple Lilac.widescreen.template.QPack
  11. Remaining in Windows Explorer, rename any screenshots or images you want to use in the Gallery according to the following format:
    templateName 1.widescreen.template.png
    The number in the file name indicates which image is first, which is second, and so on.  If you have multiple images for a template, then the Gallery will cycle through the images in the number order that you specify in the file names.  Note that there must be a space between the templateName component and the number.  If you only have one image then the file name should still include the number 1.  As an example, if I had two screenshots that represented the "Simple Lilac" template, I would name them as follows:
    Simple Lilac 1.widescreen.template.png
    Simple Lilac 2.widescreen.template.png
  12. Back in Displayr, click the initials icon (top right) and select Displayr Cloud Drive.
  13. Click + Upload.
  14. Upload the template files and the image files.

Once the upload is complete, return to the Documents page, click + New Document, and then go to your company's section in the Gallery. Your templates, with the relevant images (if any), will now be there, and selecting one of them will create a new document that uses the template.

 

Next

How to Apply a Document Template to an Existing Document

PowerPoint Reporting

 

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