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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Templates

  • Updated:

This article will show you how to add a template and relate it to module categories, modify an existing template, or remove a template.

 

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Add a New Template

Who can use this feature?
System Administrator

 

 

  1. Sign in to your site
  2. Navigate to Modules, select Site Tools, and then select Template Manager
    Navigate to the template manager under site tools.
  3. Select the Templates tab
    Templates tab.
  4. Click the Add Template button
    Add template button.
  5. Fill in fields
    Template option fields.
    • Name: Name the template to match the Department Header Package (DHP) it's being created for
    • Interior Template: Appears for assigned categories within FAQs, Jobs, News Flash, and Staff Directory
      • Theme: Select Interior (if the DHP has a theme, select it here)
      • Banner(s): Select appropriate banners
      • Main Navigation: Copy the URL from an Interior page under the appropriate DHP and paste it here
      • Left Navigation: Use the same URL as Main Navigation
    • Simple Template: Appears for assigned categories within Calendars and Facilities
      • Theme: Select Simple or Create from Interior Theme
        • Preview: Click Preview to view a draft version of your template
      • Banner(s): Select appropriate banners
      • Main Navigation: Copy the URL from a Simple page under the appropriate DHP and paste it here (cannot be a module page)
        Note: If you don't have a Simple page you will need to create one. You can add the page beneath any of the DHP Navigation pages. Title 'Template Manager Page (Do Not Remove)' and select the page to be hidden. The page must be published.
  6. Select Save
    Save button.
  7. After the template is created, move back to the Category Management Tab
    Category management tab.
  8. Select a Module
    Select a module.
  9. Select the Template needed on the appropriate Categories
    Select a category template.
  10. Click Save Changes
    Save changes button.

 

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Modify a Template

Who can use this feature?
System Administrator | Owner

 

 

  1. Sign in to your site
  2. Navigate to Modules, select Site Tools, and then select Template Manager
    Navigate to the template manager under site tools.
  3. Select Templates
    Templates tab.
  4. Click Actions next to the template you want to modify
    Actions button next to template.
  5. Select Modify
    Modify template.
  6. Make the desired changes
    Template fields.
    • Name: Template title
    • Interior Template: Appears for assigned categories within FAQs, Jobs, News Flash, and Staff Directory
      • Theme: Select Theme
      • Banner 1 and 2: Select Banners
      • Main Navigation: Setup an interior page URL
      • Left Navigation: Setup a Homepage URL
    • Simple Template: Appears for assigned categories within Calendars and Facilities
      • Theme: Select Theme or Create from Interior Theme
        • Preview: Click Preview to view a draft version of your template
      • Banner 1 and 2: Select Banners
      • Main Navigation: Setup an interior page URL
  7. Select Save
    Save button.

 

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Delete a Template

Who can use this feature?
System Administrator | Owner

 

Important Note

  • Please exercise caution when removing Templates. If you delete a template, or a Layout page being used as a template, all pages using that template will experience errors. Depending on the template, this could break your entire site.

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Modules, select Site Tools, and then select Template Manager
    Template Manager option in Site Tools menu.
  3. Select the Templates tab
    Templates tab.
  4. Click Actions next to the template you would like to delete
    Actions button next to template.
  5. Select Delete
    Select delete template
  6. Reply OK on the pop-up that asks Are you sure you want to delete this template?
    Ok button to confirm deletion.

 

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