Preview and save
Saving a template writes it to your DAM library, where it becomes an asset with versions, permissions and approvals like any other.
Checking your design as you work
The canvas is a live render, produced by the same engine that produces the finished image, so what you see is what the template will output. There is no separate proofing step for the design itself.
Two things help while you check: the zoom control in the header, covered in Layers, and Hide on a layer's menu, which takes something out of the way for a moment. Hidden layers stay out of the rendered image too, so unhide before you save.
Showing variable names instead of values
The last button in the canvas toolbar swaps rendered values for their variable names, so a price reads $price$ instead of €120. It is the quickest way to see which parts of a design are parameterized and which are typed in.
The button is disabled until the template has at least one variable. It is also disabled while the Edit text window is open: apply or cancel your edit to use it again. Hover the button to see which of the two reasons applies.
Checking a localized template
If your template reads localized metadata, the Regional settings control in the header switches the canvas between variants, so you can check that a longer translation still fits. See Regional settings.
Saving
Click Save in the header.
Wait for the confirmation.
Each save adds a version to the same file rather than creating a new one, so earlier versions stay available in the library. The dot next to the template name shows unsaved changes. While there is nothing to save, Save is unavailable, though you may still be able to save a copy: see Saving a copy of an unchanged template.
Use the arrow beside Save for the other option:
Save (overwrite)
Writes a new version of the current file
Save as new file
Asks for a name and a folder, and creates a separate template there, leaving the original untouched
Save as new file is also how you duplicate a template, or keep a variant of a design without disturbing the one in use.
Choosing where the copy goes
Save as new file opens a window with a File name and, under it, the Destination folder. The folder starts as the one the original template is in, shown as Root for the top of the library.
Click Change to browse the library.
Pick a folder and click Select, or double-click the folder.
Click Save.
Some projects are set to refuse duplicate files. There the window has no folder row, and the copy is saved in the same folder as the original. Move it in the library afterwards if it belongs somewhere else.
Saving a copy of an unchanged template
You do not have to change a template to copy it. With nothing to save, the main button reads Save as new, and Save (overwrite) in the menu stays grayed out: writing a file with what it already contains would change nothing.
The exception is a project set to refuse duplicate files. The library would reject an identical copy, so there the button stays on a grayed-out Save, and both options in the menu show No changes to save. on hover until you make a change.
When overwrite is not available
Some projects are configured to refuse overwrites. In those, the main button reads Save as new instead of Save, and Save (overwrite) in the menu is grayed out with the reason on hover. Ask your administrator if you need overwriting enabled.
Saving a file that is in approval
If the template is part of an approval workflow, saving asks you to confirm first:
Waiting for approval
Saving lets the approvers know it changed
Already approved
Saving removes the approval, so it needs approving again
Both prompts let you continue or go back.
Unsaved changes
Closing the editor with unsaved changes asks you to confirm, and so does closing the browser tab. Nothing is kept in the background: if you leave, the changes go.
Previewing the finished image
The Preview button in the header, the eye beside Save, renders the template as a finished image, produced by the same service that renders it wherever it is used. It shows the layout you are working on, filled with each variable's default value and the regional variant chosen in the header. If the template has more than one layout you can switch between them from inside the preview. Switching there also switches the layout you are editing, so closing the preview leaves you on the last one you looked at.
The preview renders the saved template, so Preview is grayed out while you have unsaved changes. Save first, and it becomes available again. A template that has never been saved has nothing to render yet.
Each card in the templates list has a Preview of its own, which always shows the default layout. See Managing your templates.
To try different values, create a variation instead - it shows a live preview as you type. See Variations.
Where to go next
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