User Portal - How to Create a Project From a Template

Projects can be created from Templates within the User Portal from two areas, the Template Gallery and the Home Page. Once a Template has been selected the Editor will open and the project can be exported. Please note that users will only see Templates and Categories that they have access to. You can only filter by one item in the primary category at a time, but multiple items within each subcategory can be selected. The Templates returned upon filtering must match at least one selected item in each category.

To create a Project from the Template Gallery, follow these steps:

  1. Hover over the Create tab
  2. Click Create From Template
  3. Optionally use the Design Type filter and Subcategory checkbox to narrow Template results
  4. Hover over the desired Template and Click the “+” icon 

To create a Project from the Home Page, follow these steps:

  1. Navigate to the New Designs section
  2. Hover over the desired Template
  3. Click Customize to launch the Editor 
  4. Users can optionally export directly from here if no changes are needed