Passportal Help

Creating New Templates

To create a new template:

  1. Navigate to Settings > Templates.
  2. Click the + New Template button on the Templates screen..
  3. The Template Editor opens, with the Editor Tools to the right. Select the Template Type from the dropdown menu in Editor Tools, enter a Description, and select the required icon for the template.
  4. Enter a title for the template. and then click the + Add Section button.
  5. The new section addition appears, select the number of columns required for the section.
  6. The Compass icon allows you to move the sections around so that your preferred layout can be created.
  7. The Bin icon allows you to remove the complete section (within the dotted line it sits just above).
  8. The Add Row button allows you to add another row. The new row prompts for number of columns.
  9. Click Add to add an Element. The elements dropdown is displayed. Select the required element type for your template. See Element Options for detailed information on each element available.
  10. Repeat until you have added all the sections and elements required for your template. Click Save to finish.