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Visual Editor

The editor will work best for templates created from the Figma plugin, InDesign Connector or started in the Visual Editor from scratch. We don’t recommend using the Visual Editor on templates that were coded directly in HTML as certain HTML properties may limit what can be edited.

  1. Open your template in the Visual Editor by clicking Edit on any template in the Lob Dashboard and choosing the Visual Editor from the dropdown (or creating a new template and selecting Visual Editor).

  2. Ensure the visual editor has your fonts. Fonts from templates created in InDesign Connector will automatically get added to the new Design Library and be accessible in all templates. Fonts from templates created in Figma Connector will not get automatically added to the Visual Editor. When you open the template, you will be prompted to upload your custom fonts or map to fonts that already exist.

  3. The new Visual Editor will open with a preview of the template you selected.

  4. You can select and edit any elements directly on the preview.

  5. Any merge variables added in Figma or InDesign will appear in the Merge Variables tab. To add a new merge variable from the Visual Editor, select a text box or image box on the preview and then click Make Variable.

  1. Ensure you go to the Final Proof tab to see the final rendering of your template before saving.

FAQs

Why are my text layers jumping to odd positions when I drag them around?

The Visual Editor works best when used on templates created from InDesign, Figma, or from scratch in the Visual Editor. Typically this jumpy behavior happens if the template is coded in HTML and then edited in the Visual Editor. There are HTML properties like relative positioning that cause this unexpected behavior, so we strongly advise creating the template from one of the recommended sources.

Does the Visual Editor support multi-page templates?

The Visual Editor will display and allow you to edit multi-page letters that were created in InDesign or Figma but won’t allow you to create a multi page letter from scratch.

For templates created in InDesign Connector, how do I update an image in the Visual Editor since they aren’t editable?

In the Visual Editor, you can add a new image to your canvas and position it over the image you want to replace. Or, you update the image in the InDesign file and the create a new template or replace the existing template with that update.

PreviousFont support
NextDesign Library

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