Template-based item

To create a new item based on the template:

1. Click + ADD NEW at the upper left of your Library.

2. Select the required item type.

The Create new pop-up appears.

3. Select a template.

To find the required template faster, use the search box or apply filters. The set of filters depends on the item type.

You can view the selected template with the ▶️ button on the template card.

Once you select the template, its metadata is automatically applied to your new item.

4. Fill in the following metadata fields:

Field	Action	Available for
Name	Enter the item name	All item types
Brand	Select the item brand	All item types
Type	Select the item type—broadcast or rep-triggered	Email briefs
Purpose	Select the item purpose—invitation, follow-up, reminder—to predefine the set of blocks you can use to edit your item	Emails / email briefs
Themes	Select the item theme to predefine the set of blocks, layout elements, and item color scheme	Emails / email briefs based on the multi-brand template
Target system	Select the target system to create the item build compatible with this target system. The resulting item contains the specific list of merge tags available in Editor	Emails / email briefs / email fragments
Target messenger	The field is read-only and displays `WeChat` once you select a template	Messenger ads
Language	Select the item language. If you select a language other than English, it's used as a current language in the TRANSLATE mode	All item types
Country	Select the item country	All item types
Target device	View the list of target devices for the selected template	e-Detailers / e-Detailer briefs

The fields marked with asterisks (*) are mandatory.

The set of metadata fields in the Create new pop-up depends on the item type and selected template.

5. Click CREATE.

Your newly created item appears in Library.

Folder

Use folders to organize items in Library. You can add items and other folders there. By organizing your Library content into folders, you can prioritize your work more effectively. For instance, creating a folder for high-priority content items can help you focus on them first.

To add a new folder:

1. Click + ADD NEW and select Folder.

The New folder dialog appears.

2. Enter the folder name.

3. Click CREATE.

The new folder appears in Library above other items. Use its more options to manage the folder or access to this folder.

Folder deletion

When you delete a folder, all its contents are also deleted. Please make sure your folder doesn't contain any important items before deletion.

You can create items or folders within the target folder. For this, open the required folder and add a new item/folder as usual.

When you create items/folders in a shared folder, all collaborators automatically receive access to them.

Also, you can drag the existing items and folders from Library to your folder.

To move the item/folder through several nested folders, do it one by one.

To move the item/folder out of the low-level folder to the upper level, drag it as well to any target folder.

Hidden folders

To access the hidden folder under the collapsed part of the breadcrumb menu:

1. Go to the source folder.

2. Unfold the collapsed part of the breadcrumb menu.

3. Drag the required item/folder right there.

Item/folder access management

To manage access to your folder, assign users to this folder. Your folder becomes a project. Add items/folders to your project.

If you have assigned users to the item/folder you're adding to the project, this item/folder permissions remain without changes.

Otherwise, the item/folder inherits the project permissions.

You can combine items and folders with various permissions in your project.