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Create Personal Portfolio Templates

Administrators can define templates for Personal Portfolios. Personal Portfolio templates define the structure and style of Personal Portfolios, leaving it to users to populate the portfolio with appropriate artifacts. Templates are useful for applying a standard structure to ensure that user portfolios meet the educational goals for the portfolio.

Users can select a template when creating a Personal Portfolio.

How to Create a Personal Portfolio Template

Follow these steps to create a Personal Portfolio template.

  1. On the Administrator Panel, under Content Management, click Portfolios.
  2. Click Personal Portfolio Templates.
  3. Click Create Template.
  4. Provide a name for the template. This name will appear as a choice for templates when users create a Personal Portfolio.
  5. Provide a title for the portfolio. The title will appear at the top of the portfolio. Providing a description and instructions is optional.
  6. Define the template content settings and availability.
  7. Click Submit. The template is created.
  8. In the contextual menu for a template, click Build the Template.
  9. Options for editing the template properties, defining the portfolio styles, and defining the portfolio pages appear. When defining the portfolio style or pages, administrators can determine users' ability to edit or add to those settings.
  10. Finish defining the template using the following options. The following table describes the available fields.
     
    Field Description
    Select Layout Theme
    Layouts Select a layout to define the position of contents and navigation items in the portfolio.
    Allow Recipient to edit If this box is checked, portfolio template recipients can change the background of their portfolios.
    Design Background
    Background Color Select a background color from the swatch menu.
    Background Image Check the box if no image is to be displayed.
    New Background Image Browse for a new background image.
    Allow recipient to edit If this box is checked, portfolio template recipients can change the background of their portfolios.
    Font Settings
    Default Font Select a default font from the drop down menu. Assign a point size and a color.
    Default Font Preview The default font preview is for display only.
    Allow recipient to edit If this box is checked, portfolio recipients can change the default font settings of their portfolios.
    Page Title Font Settings Click to open the Page Title Font Settings section. Page titles appear at the top of every page in the portfolio unless they are hidden. Select Use Template Defaults to use the default font for titles. Select Customize Page Title Font Settings to change the default font.
    Page Headings Font Settings Click to open the Page Headings Font Settings section. Page headings appear on portfolio pages unless they are hidden. Select Use Template Defaults to use the default font for headings. Select Customize Page Heading Font to change the default font.
    Style Navigation Menu
    Preview Previewing menu items is for display only.
    Style Select Text or Buttons for the style display.
    Menu Font Select Use Template Defaults or Customize Navigation Menu Font. If Customize Navigation Menu Font is selected, select a background color and font options.
    Allow Recipient to Edit If this box is checked, portfolio recipients can change the style navigation menu of their Portfolios.
  11. Click Submit.