Themes are efficiently’s version of client presentation templates. You can use built-in efficiently themes or create your own custom themes and tailor them to your branding.
All users have access to the default efficiently themes in any project as soon as they sign up. To use additional efficiently themes or custom branded themes, an administrator must add them to the organization so they’re available to the rest of the team.
To add Themes to your Org, follow the steps below:
Step 1: Navigate to the Admin Console, and select the Book Themes tab.
Step 2: The default themes are shown on the left and are automatically available to all users in every project. These can be removed once you add your own preferred themes. To add another theme to the list, click the blue plus icon.
Step 3: Select the theme you wish to add to your org from the list on the left and click Select Theme in the bottom right corner.
Step 4: Name the new Theme and click Create.
Step 5: Your new Theme will now be available to all users in your org at the project level. Click < Themes to return to your full list of available themes.
Note: To create your own theme, select the blank Untitled Theme and edit to your liking. You can add additional blank templates by selecting the blue ‘+’ button.
Step 6: Select the star next to the theme you wish to set as your org’s default theme. This is the theme that will automatically surface first whenever a user clicks to create a book.
To create your own theme specific to your brand, take some time to review the Admin Basics Module in the Design Lite Training