How to Create and Customize Label Templates in Jolt
Creating and customizing label templates in Jolt allows you to design labels that meet your specific needs. Follow these steps to set up your label templates effectively.
Before You Start
Training Recommendation: For the best results, it's recommended to get training from your Jolt Customer Success or Implementation Manager.
Video Resource: Watch the video Intro to Templates for a comprehensive overview of label templates.
Setting Up Label Templates
Log In to the Jolt Web Portal
Open your web browser and go to the Jolt Web Portal.
Log in with your credentials.
Access Labeling Section
Navigate to Labeling in the main menu.
Click on Label Templates.
Create a New Template
Click on New Template.
Choose a Template Type
Enter a Template Name: Give your template a descriptive name.
Select a Template Type:
Starter Template: Choose from pre-made templates if they meet your needs.
Blank Template: Opt for a blank template to create a design from scratch.
Advanced Options: Note that advanced features might be complex for beginners.
Customize Your Template
Click on Create: This will open the template editor for customization.
Add Rows and Columns:
To organize your template, refer to the article Add Rows and Columns | Label Templates.
Add Items to Rows:
Insert items into the rows and columns. For guidance, see Add Items to Label Templates.
Adjust Layout:
Drag and Drop: Click and drag items or sections to rearrange them.
Change Dimensions: Adjust the label size by following the instructions in Change Label Size in a Template. The template will automatically resize according to your changes.
Save Your Template
After making your changes, be sure to click Save before leaving the page to ensure your work is not lost.
Additional Tips
Use Pre-Made Templates: It’s often easier to start with a pre-made template and adjust it as needed.
Consult Resources: Refer to the linked articles for detailed instructions on specific tasks.
Test Your Template: Preview your label design to ensure it meets your needs before using it in production.
For any further assistance, contact Jolt Support or refer to our detailed help articles on label templates.