Use templates and reusable fields

Step by step

1. 1

   Browse Templates and choose a design suitable for the information on your cards.

2. 2

   In Settings → Card policy, choose a template per card or one account template for all cards.

3. 3

   Open Card fields to manage reusable field definitions, then fill their values in the card builder.

4. 4

   Use the builder’s layout and field ordering controls and preview the result after changing a template.

5. 5

   Choose manual, first-name, last-name or newest-first sorting in Card policy. Manual sorting enables drag or up/down controls in Cards and affects the directory.