Getting started

New Install

User Onboarding

Downloads

Reference

Roles

Features

Interfaces

Actions

Guides

Premiere Pro

DaVinci Resolve

Final Cut Pro

Media Composer

Create a Template

Bring the folder structure and content organization that your team already uses to creative.space.

MacOS

1. Go to the Spaces page of the web app as a ‘Team Leader’ or ‘System Admin’.
2. Go to the Templates tab and click on ‘New Template’.

3. Give the template a name and (optionally) a description, then click ‘Create Template’.

4. Click the ‘Apple’ icon and then click ‘Copy Link’. 

5. Paste the link into the address bar of your browser and press ‘Enter’ to skip to Step 8 OR continue with Steps 6 and 7.
6. On your Mac, open Finder. Then, click on ‘Go’, and after that, click on ‘Connect to Server’.


7. Paste the link you copied in step 3 into the ‘ Server Address’ text box. The, click ‘Connect’.

8. Enter the username you use to log into the node in the ‘Name’ text box and the password you use to log into the node in the ‘Password’ text box. Then, click ‘Connect’. An empty space will show up as a Volume in the Finder.

9. Create exactly one folder inside the empty space. Make sure that the folder has an opening bracket [ at the beginning of its name, and make sure that it has a closing bracket ] at the end of its name. These brackets indicate that the folder name can be changed each time the template is applied.

⚠️

WARNING

Do NOT create two or more folders in the empty space. This will break your template.

Do NOT forget to start the name of your folder with [ and end it with ]. Doing so will break your template.

Do not include the following characters in your folder name: \ / : * ? " |. Doing so will break your template.

10. Enter the folder you just created. Then, create as many folders and files as you would like within it. Every time you use the template, those folders and files will be replicated.

📢

TIP

If you surround one or more words in a folder or file name with an opening bracket [ and a closing bracket ], then you will be able to edit them when you create the template.

⚠️

WARNING

Do not include the following characters in your folder name: \ / : * ? " |. Doing so will break your template.

11. Go back to the creative.space web app and then click ‘Finalize Template’.

12. Use the ‘Type’ and ‘Default Value’ to choose what will replace each of the bracketed words each time the

📢

TIP

Choose increment to replace a word with a number that increases every time the template is applied.

Choose date to replace a word with the current date.

Choose text and/or number to replace a word with any number you choose.


13. Use the ’Persons’ icon on the right side of each folder and file in the template to set the permissions for that folder.

📢

TIP

Use the Recursive toggle to avoid applying permissions to every folder and file individually.

Start from the top down since permissions will apply permissions to all children, overwriting existing settings.

Move down the tree and only change permissions when there are specific operational reasons to do so.

Whenever possible, use groups to grant access instead of users.

14. When done, click on ‘Save Template’.

Windows

1. Go to the Spaces page of the web app as a ‘Team Leader’ or ‘System Admin’.
2. Go to the Templates tab and click on ‘New Template’.

3. Use ’Name of Template’ to enter a name and description for your template. Then click ‘Create Template’.

4. Click the ‘Windows’ icon and then click ‘Copy Link’. 

5. On your PC, open File Explorer. Then paste the link you copied in Step 4 into the ‘Quick Access’ box and then click the ‘right arrow’ icon.

6. Enter the username you use to log into the node in the ‘Username’ text box and the password you use to log into the node in the ‘Password’ text box. Then click ’OK’. An empty space will show up as a network share.

7. Create exactly one folder inside the empty space. Make sure that the folder has an opening bracket [ at the beginning of its name, and make sure that it has a closing bracket ] at the end of its name. These brackets indicate that the folder name can be changed each time the template is applied.

⚠️

WARNING

Do NOT create two or more folders in the empty space. This will break your template.

Do NOT forget to start the name of your folder with [ and end it with ]. Doing so will break your template.

Do not include the following characters in your folder name: \ / : * ? " |. Doing so will break your template.

8. Enter the folder you just created. Then, create as many folders and files as you would like within it. Every time you use the template, those folders and files will be created.

📢

TIP

If you surround one or more words in a folder or file name with an opening bracket [ and a closing bracket ], then you will be able to edit them when you create the template.

⚠️

WARNING

Do not include the following characters in your folder name: \ / : * ? " |. Doing so will break your template.

9. Go back to the creative.space management interface, and then click ‘Finalize Template’.

10. Use the ‘Type’ and ‘Default Value’ to choose what will replace each of the bracketed words each time the


📢

TIP

Choose increment to replace a word with a number that increases every time the template is applied.

Choose date to replace a word with the current date.

Choose text and/or number to replace a word with any number you choose.

11. Use the ’Persons’ icon on the right side of each folder in the template to set the permissions for that folder.


📢

TIP

Use the Recursive toggle to avoid applying permissions to every folder and file individually.

Start from the top down since permissions will apply permissions to all children, overwriting existing settings.

Move down the tree and only change permissions when there are specific operational reasons to do so.

Whenever possible, use groups to grant access instead of users.

12. When done, click on ‘Save Template’.

On this page

• Create a Template
• MacOS
• Windows