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      Structure your templates with categories

      You can save pages, overlays, and blocks as templates to reuse them in your Foleon Docs. To keep your templates organized, you assign categories. This article shows you how to set a category and shares a suggested structure for you to implement.

      💡 Template categories are not available to all plans. Contact our Customer Success Management team if you're interested in this functionality.

       

       

      What you need for a successful setup

      Templates help you save time and stay on-brand. To make the most of them, it's good practice to organize them from the start.

      This becomes even more important if you have multiple workspaces. Workspace members will be able to quickly find the correct templates — speeding up on-brand content creation.

      If you're working with multiple workspaces, you'll need to share specific templates across all workspaces as an admin or designer. You then make sure other users create on-brand content while saving time.

      💡 Want to learn more about templates first? Watch our quick 3-minute video on how to scale your content creation using templates.

       

      How to assign a category

      You can assign one or more categories to your templates, giving you a better overview of your saved templates. The same template can show up in multiple groups.

      ⚠️ When naming your template, try to be as descriptive as possible of what you can see. An example of a good template name is "video background with big title”.

      When you save a template in the editor, you'll be able to assign a category. In the example below, we saved a cover block template and placed it in the "Covers" and "Newsletter" categories.

      💡 Template categories are not available to all plans.

      When you've created a category, you can use it for all template types (blocks, pages, overlays) and pick it from the dropdown when it already exists.

      You can always edit your template categories in the template settings — part of the template manager.

      After assigning a category to a template, it will appear as a filter in the All templates overview. In the example below, we created a "Footers" block template.

      💡 When you're using the same category for the different template types, renaming or deleting that category will change it for all template types.

       

      Suggested category structure

      Below, you can find our suggested categories for each template type — pages, blocks, and templates. This way of working has been tried and tested by our marketing team.

      💡 On top of these suggested categories, you could also create [Department name] and [Doc alias] categories to filter on these parameters.

      • Pages

        We recommend creating the following categories for your page templates:

        • Cover

        • Table of contents

        • Articles

        • Closing / Call to Action (CTA)

      • Blocks

        We recommend creating the following categories for your block templates:

        • Covers

        • Headers & Footers (you can also separate these)

        • Midcontent (text, video / images, text & media)

        • Cards

        • Closing / Call To Action (CTA)

        • Hotspots

        • Graphs and Data

        • Quotes

      • Overlays

        We recommend creating the following categories for your overlay templates:

        • Video

        • Articles