When you initially get access to the team version of Designs, you will need to set up the Print and Social Template Library. There is one category set up called the KWRI Starter Kit, but team members with either Enhanced or Unlimited permissions have the ability to create/manage/publish new categories and collections within each category. In addition, they can create new templates, move existing templates from the starter kit to the new categories/collections, and to set permissions around what agents can actually edit within created templates.
- In addition to this, team members with either Enhanced or Unlimited permissions have the ability to share previously created personal designs, of all types, with the team design library in Command.
To set up your team's Print and Social Template Library:
Access
1. Log in to https://agent.kw.com with your KW login credentials.
2. Click your profile picture, at the top right of the page, and select your team.
3. Click the Designs icon, , on the left side of the page.
4. Now we need to access the Team Social and Print Template Library. Click Create Design, at the top right of the page.
5. Choose either Social or Print, then click Continue.
- You can choose either of these options. When a team member with Enhanced or Unlimited permissions accesses the Print and Social Template Library, they will see both types of templates, no matter what option you select. This makes it easy to build and manage the team's template library without having to constantly switch back and forth between the two.
Once in the Team Print and Social Template Library, you will notice a default KWRI Starter Kit category, with several collections included, that you can use as a starting point for building out your team library:
Add and Manage Categories
To start, you have the ability to create and manage categories here. An example of this would be to create a "Listings" category. In the next section, you could then create multiple collections under this category, like Coming Soon, For Sale, Sold, etc., where each collection could then include a number of specific templates.
1. At the top left of the page, click + Add Category.
2. Name the category, then click OK.
3. Once you create a category, you can click the Actions icon, , to the right of the category name, where you can either Rename or Delete the category.
4. You also have the ability to drag-and-drop the categories you create, to move them in the order you want.
Add and Manage Collections
Once you create template categories, you can start adding and managing collections within the collections:
Create a New Collection
1. First, you can create collections from scratch. Hover over the category you want to create the collection under, then click the Add Collection icon, .
2. Name the collection, give it a description (optional), and click Create.
Move an Existing Collection
1. You can also move an existing collection, which is great if you want to utilize the default KWRI Starter Kit collections. Find and select the collection you want to move, then click the Action icon, , above the templates in the collection, and select Move To.
- This will not only move the actual collection, but also all of the templates within the collection.
- If you want to keep the integrity of the KWRI Starter Kit intact, you can use the Duplicate option, and then move the duplicate collection where you need it.
2. Use the drop-down to select the category you want to move the collection to, then click OK.
Manage Existing Collections
1. Once you have your collections created, find and select the collection you want to manage, then click the Action icon, , above the templates in the collection, and you will see several options. The biggest options are to Rename or Archive the collection.
2. You also have the ability to drag-and-drop the collections you create, to move them in the order you want.
Publish/Unpublish Collections
1. Once you populate templates in the collection (see the next section), select the collection, then click the Publish Collection toggle button, above the templates.
2. From here, you have the options of selecting a publish timeframe or to notify your team members about the new collection, then click Publish.
As you publish collections, you will notice a green dot next to published collections, and a red dot next to unpublished collections:
Create, Organize, and Manage Templates and Permissions
Once your categories and collections are created, you can now start populating them with the actual templates you want to use, and set permissions for the individual elements within each template:
Create a Template from Scratch
1. Select the collection you want to create the template in, then click the + Templates button.
2. Select the size format for the new template. You can use a custom size, import a PDF from your device, or select from a pre-set format.
The editor will appear, where you can fully customize the template. Click here to learn more about the design editor and the various elements you can utilize. We are going to focus on one key section here:
3. If you want a starting place for your new template, click the Templates panel, on the left side of the page, and you will see a library of all of the base template we have available to us. Scroll through the list, hover over the template you want to use, then click the Apply to This Page button, at the top left of the template tile. This will populate the template, where you can start editing the various elements.
- If you select the wrong template the first time, hover over the correct template option, click the Apply to This Page button, and select Replace Current Page in the pop-up that will appear.
- If you are creating a multipage print design, like a listing presentation, you can also hover over the template you want to use, then click the Add as New Page button, at the top left of the template tile. You can add as many pages as you need, in this way.
4. Name the template, then click Done, when you are finished editing. This will populate the template in the collection, in draft mode (see the publish template section below for more info on this).
Move an Existing Template to a Collection
1. You can also move an existing collection, which is great if you want to utilize the templates from the default KWRI Starter Kit collections. Find and select the template you want to move, then click the Action icon, , at the bottom right of the template card, and select Move To.
- If you want to keep the integrity of the KWRI Starter Kit intact, you can use the Duplicate option, and then move the duplicate template where you need it.
2. Select the collection you want to move the template to, then select the size format filter that team members will use to find it. Click Move once you make your selection.
- When selecting the size filter, the default will be "keep the current filter." This is recommended, as it will use the filter that corresponds with the actual size format. Changing this doesn't affect the actual template size or shape, but the filter used to find it.
3. The template will appear in the selected collection. Hover over the template and click Edit, to make edits to the template.
- If you hover over the template and click Use, that would take you in the editor to create an actual finished design, rather than a template for continual use.
- Click here to learn more about the design editor and the various elements you can utilize.
Set Template Permissions
Not only do team members with Enhanced or Unlimited permissions have the ability to choose the organization and templates of this library, but also have the ability to lock down specific elements from being edited or hidden, in a specific template:
1. Hover over the template you want to set permissions for and click Edit.
2. Click the Permissions tab, on the left side of the page, and you will see two tabs at the top of the panel that offer different ways to go about setting permissions:
Template - this tab includes three high-level options to set the general permissions. You could use these high-level settings, then adjust permissions for specific elements:
- Tight - this locks down the entire template, where team members wouldn't even have the ability to edit the text in a text box.
- Moderate - this locks down most style elements, while giving flexibility to swap out things like listing images and to edit text.
- Loose - this gives full edit access to the template.
Past the high-level settings, you'll see a permission category for every element type available, which you can click into to see toggle buttons for all of the element specific permissions. Turning on the toggle (on = green) means the action is allowed, while turning the toggle off locks the ability to do that action.
Element - this tab allows you to click on specific elements in your template and set the permissions for that element. This makes it easy to see exactly what you are setting permissions for, and to have more flexibility. For instance, maybe you want to lock down the ability to edit certain images, while giving the ability to edit the primary listing image.
To use this, click on the element you want to set permissions for and use the toggle buttons to set the permissions. Turning on the toggle (on = green) means the action is allowed, while turning the toggle off locks the ability to do that action.
3. Click Done, when you are finished editing permissions.
View as Member
Once you get your team's template library set up, you have the ability to view it and see what team members with Standard permissions will see:
1. From the Team Social and Print Template Library, click the View as Member icon, , at the top right of the page. This will show you what team members with Standard permissions will see. When you are finished, click the X in the red banner, at the top of the page.