Saving a Custom Page as a Template

Unifyr Support
Unifyr Support
  • Updated

If you’ve produced a custom page that includes branding, formatting, or content that you’ll want to reuse, you can save the page as a template to be used when creating subsequent pages. Using templates allows you to maintain a consistent and standardized set of portal pages, and minimizes effort when setting up the portal.

Note

The option to save as template is available when editing existing pages. It’s not possible during initial creation of the page.

  1. Navigate to Partner Portal > Custom Pages.
  2. From the list, click on page that you want to save as a template, to open it for edit.
  3. Click ... > Save as Template.
  4. In Create Template, specify the name of the template.
  5. Click Create Template. The template is saved in your list of templates in   > Settings > Templates > Pages. It will be available for you to choose from the Saved area when creating a new custom page.

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