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I have two matters that I would like to raise in connection with document templates:

  1. If Affinity Publisher is going to be supplied to customers pretty much as it is in the beta version, then it looks to me that it is going to be supplied without a selection of pre-made templates. I would like to suggest that consideration is given to setting up a number of pre-made templates for customers to either use as they are or which can form a basis from which they can create their own documents. Apart from assisting customers to get started with their own documents, it would enable Affinity to showcase the capabilities of its product. 
  2. I would like to be able to design and save a basic structure of a document to be used as a template, such as a newsletter. With the template set up, then other users could take the base template to create an updated version of a document without the risk of the original template being overwritten. At the moment, I believe that the only way to do this is to design and save the base document and then open it for use when needed. My concern is that it will be easy for the base document to be overwritten or amended as people start to use it.

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3 hours ago, Steve2 said:

My concern is that it will be easy for the base document to be overwritten or amended as people start to use it.

Both macOS and Windows have functions to mark a file as "read only" which should let you avoid that problem.


-- Walt

Windows 10 Home, version 1903 (18362.239), 16GB memory, Intel Core i7-6700K @ 4.00Gz, GeForce GTX 970
Affinity Photo 1.7.2.471 and 1.7.3.476 Beta   / Affinity Designer 1.7.2.471 and 1.7.3.476 Beta  / Affinity Publisher 1.7.2.471 and 1.7.3.475 Beta

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In MacOs you can turn any document into a Stationery Pad (Get Info on the file in Finder). This tells the system to create and open a copy of the original when it's double-clicked to open it: 

244814515_Screenshot2018-09-02at14_37_28.png.81effb7c23677a5d806b6962f49dee38.png 

 

Not sure if there's a Windows equivalent though.


Affinity Photo 1.6.7, Affinity Designer 1.6.1

Various betas

macOS 10.14

MacBook Air

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+1


architect · designer · developer · geek
Affinity Designer 1.7.2 / Affinity Publisher 1.7.2
Windows 10 Pro, version 1903, Build 18362.145

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On ‎9‎/‎2‎/‎2018 at 2:30 PM, walt.farrell said:

Both macOS and Windows have functions to mark a file as "read only" which should let you avoid that problem.

True, but that doesn't help when documents are being worked on cross-platform, as I'm currently doing.

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+1

I've been designing a 'template' for my Dad and his local magazine, it would nice if it could be saved as such, so he can't mess with it by mistake.

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1 hour ago, jonwright said:

I've been designing a 'template' for my Dad and his local magazine, it would nice if it could be saved as such, so he can't mess with it by mistake.

On Mac, mark it as a Template once you've saved it.

On Windows, change it to read-only: From File Explorer, right-click on the file and choose Properties. Then select the Read-Only box under Attributes.


-- Walt

Windows 10 Home, version 1903 (18362.239), 16GB memory, Intel Core i7-6700K @ 4.00Gz, GeForce GTX 970
Affinity Photo 1.7.2.471 and 1.7.3.476 Beta   / Affinity Designer 1.7.2.471 and 1.7.3.476 Beta  / Affinity Publisher 1.7.2.471 and 1.7.3.475 Beta

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On 9/7/2019 at 6:21 AM, walt.farrell said:

On Mac, mark it as a Template once you've saved it.

To be precise, select the file in the Finder, and choose File→Get Info. Option 1: you can tick the “Stationary pad” option. With this option active, when you try to open the file, it will make a copy of the file to the same directory as the original and open that copy in the default application. Option 2: you can tick “Locked,” which works the same (I assume) as Windows’s read-only option. When you open a read-only document, then you can’t accidentally save over it. Your first save operation must be a Save As.

Personally, I prefer the second option, as I store documents in different directories than where I keep the templates.

As to feedback for improvement, a true template feature where Publisher supports template files would be a minor but welcome addition. I can see it working in one of two ways:

1. A separate file extension, where by default Publisher always opens it as an unsaved new document. InDesign behaves this way.

2. A dedicated templates directory where files in that directory are offered as templates from within the app. I think that is basically the way MS Word and Apple Pages work.

My favorite in other apps is option 2. I like to have an option where new documents can be made from templates from the file menu, such as File→New…→My_Custom_Template_A, etc.

People in organizations who need to share templates might prefer option 1 so they can store template files anywhere. Perhaps a compromise would be to be able to define the path to the template folder, such as on a shared drive. I would use that if it were available.

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