Using the Swiftpage Online Editor
When you first enter the Swiftpage online editor, you will see three tabs on the left-hand side of the
screen: Template Library, Content Editor and Customize Template. Note: if you are using Swiftpage’s
beta editor, you may only see two tabs; Content Editor and Customize Template. The Template Library
functions are handled by the Template Manager in the beta editor.
Generally speaking, you will use the Template Library to manage your template as a document—saving ,
renaming , deleting it and so on. You will primarily use the Content Editor tab when editing your
template’s images and text. The Customize Template tab is primarily to structure your template,
including column widths, colors, adding windows and so on. The following sections explain the
functions of each of these three tabs.
Template Library Functions
When you click on the Template Library tab, you will be presented with the buttons shown and described
below. Tip: to start creating a Swiftpage template, click on the Read Only Library button (see #4, below).
My Swiftpage: takes you back to the My Swiftpage portal, where you can access
Surveys, Reports and more.
Help: accesses Swiftpage online help.
Show Current Template: displays the most current version of your Swiftpage
template. Swiftpage only allows one template to be open at a time, so the “current
template” is always the one that is open.
Read Only Library: this button accesses the Swiftpage Read Only Library. The
Read Only Library consists of templates created by Swiftpage that cannot (in their
read-only state) be modified. However, they can each be copied as an Active template
so that you can modify them. Begin by visiting Swiftpage’s online template gallery
find a template you want to work with. Then, back in the Swiftpage online editor, click
on the Template Library tab and click on the Read Only Library button. Choose the
template you want from the list of templates and click Submit. Next, click on Show
Current Template. Finally, click on the Content Editor tab and click on the Make
Editable Copy button. You will be asked to give the template a new name. Type in the
name and click Submit, then click on Show Current Template. Now you have a
completely editable copy of the template that was found in the Read Only library.
Save As Read Only: this function is used to save your Active Templates as read-
only, so they cannot be modified. You will need to save templates as Read Only if you
are planning to send them using the Send As function (available with the Swiftpage
Team service level). Once you save a template as Read Only, a copy of the template is
saved in the Read Only library.
Delete from Read Only: use this button to delete a template from the Read
Only Library. Note: you cannot delete Swiftpage’s prepopulated templates (with a zzz prefix) from the
Read Only library. You may only delete Read Only templates you have created.