Save as Template

Save as Template is a feature that captures a publication's complete configuration — including [branding](/features/branding-and-design), viewer settings, [CTA buttons](/features/cta-buttons), [lead capture](/features/lead-capture) forms, and design choices — as a reusable starting point for future publications. Instead of rebuilding every setting from scratch each time you publish, you apply a saved template and only swap in the new PDF content. The template stores the functional and visual framework of a publication without retaining the actual document, so you can reuse the same setup across entirely different content.

Consistency and speed are critical when publishing at scale. Manually reconfiguring branding colors, logos, lead forms, and viewer options for every new publication wastes time and introduces the risk of inconsistent experiences across your content library. A single mismatched color or missing lead form can undermine brand trust. Templates let teams maintain brand standards across dozens or hundreds of publications while cutting setup time from minutes to seconds. They also serve as a form of institutional knowledge: when a team member who set up the original configuration leaves, the template preserves their work for everyone who follows.

FlipLink's [Save as Template](/features/save-as-template) feature stores all publication settings in a reusable template. After configuring a flipbook with your preferred branding, background music, CTA buttons, [password protection](/features/password-protection), or any other options, you save it as a template with a descriptive name. When creating a new flipbook or document, you select that template and all settings are pre-applied instantly. You can maintain multiple templates for different brands, campaigns, or document types. Templates work alongside [Duplicate Publication](/features/duplicate-publication) but are designed for applying settings across entirely new content rather than copying an existing publication.