New Template Requirements

To ensure that we successfully meet your template requirements, we need you to help us out. You are responsible for providing us with: 

  1. The InDesign template on Master Pages. Here is more info from Adobe on Master Pages.

  2. The final Master Template should be built in Adobe InDesign CC and must include: 1.) Text and paragraph styles 2.) All desired text fonts 

  3. A PDF version of the final master template. 

  4. Written documentation indicating: 1.) spacing requirements 2.) text box placements 3.) image rules 4.) built-in logic 

  5. Instructions for choosing images: 1.) Is rank being used to pull images to a specific box in InDesign? 2.) Or do you want to use a file field (drop down or check box) to indicate which images should be used? Note: this can be common if you are already using Rank for other purposes in the library 3.) Keep in mind that one image box may be portrait, while others may be landscape.

  6. OpenAsset field -> template text mappings. (i.e. description, size, cost, etc). 

  7. Instructions on how to handle text that runs long. Should we cut the text off or should it run over to the next page? 

  8. Do you have bullet point formatting in your template? If so: 1.) How do we determine the line break for the bullet points? 2.) For example: A field in OA contains Name, address, title. The commas could signify a new line within the template.

  9. Example projects to be used for testing. 1.) This example project should have all fields/keywords populated that are required in the template. 2.) Fields must exist to be included. 3.) Contact your Account Manager to create additional fields. 

  10. A file name to be used for the template on your system. For example, 'Project Cut Sheet'.

  11. If your company does not use the latest version of Adobe InDesign CC, please provide a list InDesign versions being used. 

Updates to Existing Templates

Our template service includes the ability to make updates to your InDesign template. When requesting an update, please provide:

  1. 'Before' screenshots of the current template and 'after' examples of what you want the updated template to look like.

  2. Written documentation detailing all changes to be made.

  3. An updated Master Page template (as listed above), if the Customer Success Manager finds it necessary.

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