{"id":1797,"date":"2024-03-24T22:58:26","date_gmt":"2024-03-24T22:58:26","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/creating-using-editing-templates\/"},"modified":"2024-03-24T23:47:51","modified_gmt":"2024-03-24T23:47:51","slug":"creating-using-editing-templates","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/creating-using-editing-templates\/","title":{"rendered":"Creating, Using &amp; Editing Templates"},"content":{"rendered":"\n<p>You can save any request, page, or section as a template in the <strong>Request Builder<\/strong>. Click the dotted area next to the name of the request, page, or section to open the drop-down menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_nzCiLzI85A-1024x491.png\" alt=\"\" class=\"wp-image-1703\"\/><\/figure>\n\n\n\n<p>Depending on which one you\u2019d wish to save, choose one of these options from the menu:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create Request Template&nbsp;<\/li>\n\n\n\n<li>Create Page Template&nbsp;<\/li>\n\n\n\n<li>Create Section Template&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>For the sake of this tutorial, we will make a new section template. In this case, a pop-up window will appear asking you to name the template and add a description (this is optional). We named our section template \u201cSection 1\u201d. Now click <strong>Save<\/strong> in the bottom-right corner of the pop-up.<\/p>\n\n\n\n<p>Once done, you\u2019ll find all of your saved templates in <strong>Templates \u2192 Sections<\/strong> (or Requests\/Pages) under <strong>My Templates<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_yL1RvQlokS-1024x346.png\" alt=\"\" class=\"wp-image-1704\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Using a saved template<\/h2>\n\n\n\n<p>When creating a request, you will be given the option to either start from scratch or use an existing template. You can find saved templates under <strong>My Templates<\/strong>, whilst built-in templates are stored within their relative categories.<\/p>\n\n\n\n<p>From there, simply select the template you want to use for building a new request.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Adding a page template to the request<\/h3>\n\n\n\n<p>To add a page template to your request, go to the left-hand navigation menu in the Request Builder and click <strong>Add a page<\/strong> \u2192 <strong>From template<\/strong>. This takes you to the page template gallery from which you can choose the one that suits your request.<\/p>\n\n\n\n<p>Click on its name and then <strong>Use this template<\/strong> in the bottom-right corner:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Untitled-1-1-1024x640.png\" alt=\"\" class=\"wp-image-1705\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding a section template to the request<\/h3>\n\n\n\n<p>To add a section template to your request, click <strong>Add a section<\/strong> at the bottom of the Builder dashboard and choose <strong>From template<\/strong>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Untitled1-1024x437.png\" alt=\"\" class=\"wp-image-1707\"\/><\/figure>\n\n\n\n<p>This takes you to the section template gallery from which you can choose the one that suits your request. Click on its name and then <strong>Use this template<\/strong> in the bottom-right corner.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Editing a template<\/h2>\n\n\n\n<p>To edit a template, go to the Templates tab and find the template you\u2019d like to modify. Click on the dotted area next to its name and select <strong>Edit<\/strong> from the drop-down menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_KqRMNq49Jm-1024x280.png\" alt=\"\" class=\"wp-image-1708\"\/><\/figure>\n\n\n\n<p>Once inside, you are free to make as many changes as you see fit.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: The system will automatically save any changes. If you\u2019re unsure about what you\u2019d like to change, we suggest duplicating the template so you don\u2019t overwrite your original template.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/templates-faq\/\" data-type=\"ht_kb\" data-id=\"1710\">Templates FAQ<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>You can save any request, page, or section as a template in the Request Builder. Click the dotted area next to the name of the request, page, or section to open the drop-down menu: Depending on which one you\u2019d wish to save, choose one of these options from the menu:&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[18],"ht-kb-tag":[],"class_list":["post-1797","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-templates"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1797"}],"version-history":[{"count":2,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1797\/revisions"}],"predecessor-version":[{"id":2413,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1797\/revisions\/2413"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1797"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1797"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}