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Adding Templates to XE

Tools Needed

  • Canva – for preparing and exporting template design elements.
  • XE / Imprint Designer Access – to upload, layer, and configure the final template.

Access the Templates Section in XE

  1. Log in to the XE backend (Imprint Designer).
  2. Navigate to Templates → Add New Template.
    • This opens a product search / blank canvas screen.
    • Always use the blank canvas option so the template can work across multiple products.

Prepare the Design in Canva

  1. Open the template design in Canva.
  2. Download the Background Only:
    • Export at high resolution (around 4000px) to avoid quality loss.
    • Do not use a transparent background for the main background image.
    • Select the correct page and save export settings for future consistency.

Export Editable Elements Separately

  1. Identify text or design elements that clients might need to edit individually (e.g., headings, verses, names, event dates).
  2. Export these elements separately with a transparent background, so they can be layered later in XE.

Example:
Special fonts or phrases like “Psalm 139” or “Faith Over Fear” should be exported separately.

  • These don’t have to be in the exact same position as in Canva, but they must be clear, aligned, and high-quality.

Upload Elements to XE

  1. In XE, drag and drop your background and separate text elements one by one. ⚠️ XE does not support multiple uploads at once.
  2. Adjust layer order:
    • Move background to the bottom.
    • Place text and editable elements on top.

Add & Format Text in XE

  1. Add new text fields directly inside XE (for phrases like “Psalm 139” or “Baptism Day”).
  2. Choose a font similar to the one used in Canva.
    • Exact matches may not always be available; pick the closest alternative.
  3. Adjust formatting to match:
    • Letter spacing
    • Line spacing
    • Font size
    • Alignment
    • Color (use Canva’s color picker or hex code to match exactly)

Save and Configure the Template

  1. Once satisfied with the layout, save the template:
    • Template Name: Use clear, generic naming (e.g., Baptism – Water Washed).
    • Category: Assign to the correct system (e.g., Baptism System).
    • Number of Colors: Set value (default to 10 if unsure).
    • Tags: Optional – can be added later.
  2. Click Recreate Template → then Save / Update to finalize.

Test the Template

  1. Return to the Product Library in XE.
  2. Apply the new template to a test product.
  3. Check that:
    • Text fields are editable and movable.
    • No layers are locked unintentionally.
    • The overall appearance matches the Canva design.
  4. If elements are not editable, re-save the template and review your settings.

Notes & Reminders

  • Always use high-resolution exports (≈4000px) from Canva.
  • Export backgrounds separately from editable text or design elements.
  • In XE, check layer hierarchy (background at bottom, editable items above).
  • Fonts may differ, choose the closest possible match.
  • Always test template functionality before marking it complete.

Watch this video for a quick walkthrough.