Last updated on July 20, 2016

Adding a card template

This article provides the instructions to add, edit, download and delete card templates within Cards.

• Add Card Templates
• Download Card Templates
• Edit Card Templates
• Delete Card Templates

Prerequisites

• Content Administrator, Account Owner, or Portal Administrator permissions required.

Add Card Templates

1. Click the Appspace menu, select System > Cards.

2. In the Templates tab, click the Add button.

   
   
   

3. In the Import Template window, click the ‘select files’ link to select the desired card template zip file to import, or drag and drop the zip file in the drop area.

   

   Warning

   This replaces the existing template with the same name, unless the Name and ID is changed in the manifest.json file.

Download Card Templates

1. In the Templates tab, select the template to download, and click the Download button. The template will be downloaded to your default download folder in a zip format.

   

Edit Card Templates

1. Extract the downloaded card template zip file, and make the necessary edits to the files. Once done, compress the files back in the card template zip file.

2. In the Themes tab, select the theme that the edits was made for, and click the Edit button. Upload the card template zip file to replace the selected theme.

   

Delete Card Templates

1. In the Templates tab, select the card template to delete, and click the Delete button.

   
   
   

2. Click OK to confirm deletion.