eDocBuilder Templates

The eDocBuilder Templates section of Preferences (Admin > Preferences > eDocBuilder Templates) enables subscribers to view a list of their eDocBuilder templates, view the products to which they are associated, and edit and/or test templates. (Note: For more information about associating templates with products, see Chapter 049. Products - General Tab.)

Go to Admin > Preferences > eDocBuilder Templates to open the eDocBuilder Templates list view. 

Sync eDocBuilder Templates - Click the Sync eDocBuilder Templates button to import any new eDocBuilder templates. You only need to sync your templates the first time after creating a new template. Any changes you make in the eDocBuilder admin will automatically update to Pressero without having to sync again.

The eDocBuilder Templates list view displays templates by name, shows a preview of the template and displays the number of sites to which the template is associated. Use the fields at the top of each column to sort. Click the "eye" to the left of the template name (as shown in the screen below) to open the Template Details screen.

The example below shows the template details and associated products for the template named "eDocBuilder: AH Brochure".

On the Template Details screen (shown above):

• Edit Template - Click the Edit Template button to open eDocBuilder to edit the template. Make the necessary edits to the template and when you are finished, click the Save and Publish button, then click the “X” in the upper right corner to close eDocBuilder and return to Pressero. Important: After making changes to a template, be sure to click Save and Publish prior to clicking the "X" or you will lose your changes. 
• ​Test Template - Click the Test Template button to open eDocBuilder and test the template. 
• All Associated Products - The All Associated Products section displays the Site Primary Domain, Product Name and Product Url to which the selected template is associated. Use the fields at the top of each column to sort. 
• Cancel - Click the Cancel button at the bottom of the All Associated Products screen to return to the list of templates. 

Important: After making changes to a template, be sure to click Save and Publish prior to clicking the "X" or you will lose your changes. 

Knowledgebase Articles Related to eDocBuilder Templates

• Chapter 049. Products - General Tab 

Training Videos

• The Preferences Area - eDocBuilder Templates