How To Create A Locked Background Template In Indesign

Create Canto Brand Templates in Adobe InDesign

Modified on: Fri, 7 Jan, 2022 at 11:28 AM

Installation
Configuration
How to set up templates
- Text Fields
- Fonts
How to delete templates

                      Pre-Conditions:            Your Canto business relationship needs to be connected to PrintUI and the PrintUI extension needs to be installed within InDesign.

Installation

To create Canto Brand Template files in InDesign yous demand to install the PrintUI extension start:

macOS: https://team.canto.com/b/QGUE0
Windows: https://team.canto.com/b/HEPCC

Please contact your Canto Account Manager to receive the necessary PrintUI credentials.

Configuration

After the installation is complete, you need to log in once.

Open InDesign.
Go to Window > Extensions and activate PrintUI Management.
Click on the little card icon within the PrintUI Direction extension in InDesign and select Enter Login Credentials.
Enter the PrintUI Emailand Countersign, which you lot have received from your Canto business relationship manager or implementation specialist and click on Login.

How to ready Brand Templates in InDesign

Open your InDesign document that y'all would like to add together to Canto as a Brand Template.
Navigate to the Setuptab inside the PrintUI Direction.
Click on Initialize Templateto convert an InDesign certificate for use for Brand Templates.

When the template is initialized, a Background Layer is created. The designer may choose what is editable by those who receive the document. Layers, objects, and frames that are meant to exist stock-still, and non editable must be moved into the Groundwork Layer. Practise non remove or rename this layer.

Note:If multiple pages are used each will have a "background" layer.

Layers and objects where the content is meant to be editable but isn't supposed to exist moved, resized, or rotated must be Locked. Yous tin can (un)lock a layer by clicking the right box.

Locked Layers: Objects can exist edited (replaced, resized, moved, and rotated) inside the frame, but the frame itself can non exist moved or resized.
Background layer: Nothing in this layer can be edited.

Notation:Brand Templates do not support embedded images! Utilise local images, when creating your InDesign document that will later on be used as a Brand Template in Canto.

Text Fields

Customizable text areas can be set up with constraints to prevent users from inbound invalid data or stray from guideline requirements. Under the PrintUI Frame Options, you may control the font size of text by checking the Fill Text Frameand set a min and max font size or let specific text to be entered such as phone numbers, email addresses, dates, or URLs.

Images

The same applies for images. If you would like to limit the editing ability you tin either lock the layer, use the PrintUI Frame Options (min and max resolution) or move information technology into the groundwork layer.

Fonts

When setting up fonts you lot will need to be aware that the software only supports Windows compatible TrueType fonts and OpenType fonts. Fonts that are non supported include Postscript fonts, Mac .dfont files, and .ttc fonts. You may also upload fonts that are not installed in your InDesign programme by going to the Uploaded Fonts tab and uploading your own fonts.

Note: Adobe OTF fonts may not necessarily work. Google TTF fonts will work with the software.

After creating the template, Preflight the document using the management console. The Preflight feature acts as a bank check-list for users to place what problems may need to be corrected and how to correct these errors. In one case the document is fault-free, upload the file to Canto from within InDesign.

If you accept any questions on the setup of Brand Templates, you can reach out to your account manager for more than data.

How to delete Brand Templates in InDesign

Depending on your plan with Canto, you may have a limit on how many Brand Templatesyou can use. To gratuitous up space you tin can do the following:

volition need to first delete created templates from the plug-in via Adobe InDesign

Go to the PrintUI Management window.

Click on Templates.
Select the template you would like to delete.
Click on Remove Template.

Note: The InDesign file will still reside in your Canto library. The Brand Templatefeature will be disabled. You may cull to continue the file in your Canto library or you may manually delete the asset.

If yous were to delete the Brand Template in your Canto library outset without removing the template in the PrintUI plug-in the template will still be synchronized back to CantoI.