Articles on: Templates

What are Templates?

What are Templates?



Templates are pre-built documents that can be used as a starting point for creating your own document. Templates are helpful for many reasons. They provide a framework so you don't have to start from scratch and they also give you a head start on what to include in your document.

We are providing you two types of templates:

User Generated Templates (Users can save their own templates. For example, if they create a template that gets a lot of results, they can continue using it)
System Templates (Templates provided by Vumu for different use cases)

Here is how you can use landing page template:





Step01

Click on the ‘Templates’ icon from the left panel on your dashboard.



Step02

A page with a list of templates will appear on your screen.



Step03

You can go with any one of the templates and can preview it before actually using it just by clicking on the ‘Preview’ button.



Step05

To get the template for using it, click on the ‘Get’ button.



Step06

After clicking on ‘Get’ a landing page will appear containing a video and a template, and you can make changes to the templates as well.



2- If you uploaded a video from your local machine or record a video using our Chrome Extension/Web Recorder, and want to use any of the provided templates, please do the following:



Step01

Click on ‘Type something’ which is under the title of your video on your Landing page



Step02

A toolbar will appear having multiple options on it



Step03

Click on the ‘View Templates’ button



Step04

A modal will appear having a list of templates provided by us



Step05

You can go with any one of the templates and can preview it before actually using it just by clicking on the ‘Preview’ button



Step06

To get the template for using it, click on the ‘Get’ button



Step07

After clicking on ‘Get’ templates, the template will appear in the text editor box and you can also make changes to it



Now, let’s discuss User Generated Templates. Here are a few simple steps:


Step01

Click on the 3 dots menu button of the proposal you want to save for the future use and choose ‘Save as Template’



Step02

Choose the Template’s category from the drop-down menu on the displayed modal



Step03

After selecting the category, click on ‘OK’ button to save the changes



Step04

The template will appear on the templates section, you can check it by clicking on the ‘Templates’ icon from the left panel on your dashboard



Step05

Templates screen will appear



Step06

Click on the ‘More’ option



Step07

Click on the category you choose while saving the template from the drop-down menu



Step08

You can view your saved template under the chosen category

Updated on: 28/12/2022

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