Canva Template Design
I was candidly resistant of Canva and other content “design” tools as they’re a tricky game. They have tremendous merit, but they also are not actual design tools.
However, Canva is an incredible content management tool, and ideal way to bridge content sharing between designer and client, brand, or media manager.
This post was created as a tutorial for clients (made public for a wider audience as a resource), as a step-by-step guide of how to share Canva templates, access them, and save the templates shared with you.
I design and create the backgrounds of collateral in Illustrator or Photoshop, depending on the project needs.
I also create mock-ups in Illustrator for type setting and composition for collateral that requires copy. These mock-ups guide me in effectively composing templates in Canva. They also help me know what I can typeset in Canva, and what I need to import as a .png.
I save the background (and other needed) files as a high quality .pngs and import them into Canva.
After importing the backgrounds, setting up pages, and typesetting collateral, it is time to share the template with my client. Emailing the link is very straight forward, and I simply put the client email in the address field and click “send invites.”
This is what the email looks like for a client when a template is shared.
As a client, be sure you are logged into your correct Canva profile (if you have more than one team set up). Come back to the email, and click the “take a closer look” button.
A new tab is opened in your browser with the Canva templates that have been created for you.
The file will be stored in your “shared with you” folder. To move it to your “all your designs” folder, simply make a copy of the file (found under the “file” tab pictured above). You will now have the template in your designs folder to download, update copy as needed, or whatever your project needs necessitate.