First you must installed the PDF block plugins on to your computer. – please find the link below
for PC – click here
for Mac – click here

Once you have downloaded and installed the plugin, please open the artwork on your adobe acrobat and follow the video instruction below

Important :
1. when you creating the block – please keep in mind to give some space at the top of the text. For center align text, need to give some space on both left and right.

2. If your text is left align you don’t need to change the alignment to left on the linebreaking section, simply change the type from ‘textflow’ to ‘textline’

3. Please check whether the font/s, fonts size, fonts colours read by adobe acrobat is correct as per the template.

4. Make sure you have the font/s ready for you to upload it onto the system, if the system already generated the preview of the font meaning you don’t need to upload

Tips: if the admin reject your font, please make sure the font name is exactly the same as the font that our system was asking – you can rename your font to make it the same.

When the artwork has been uploaded on to the website, you will have the block sort order set to ‘0’ and the block title set the same as the default text set up in the PDFblock which sometimes can be really confusing for the customers.

Below is the video of how to manage your block sort order and block title.

Adobe Acrobat – Setting up the Block

Open your artwork on the adobe acrobat
(Please remember to install the PDFlib plugin if you have not – click here to find more information)

Click the PDFlib Block and activate both settings (PDFlib Block Tool & Detect Underlying Font and Colour) as per the screenshot below

Setting up the mask Image on the adobe acrobat

Create a new block for the image (set the block as big as the size of the image).

Set the block type to image

And set the default image blank and upload the image upon uploading the PDFBlock in the admin side.

Click save once you have created all the blocks for all the dynamic area.

Set up the mask area in Illustrator.

Open the artwork in the adobe illustrator, 

create the mask shape using the shape / pen tool

select the shape, click object at the top tool bar > compound path > make (screenshot below)

select all the elements by clicking control + A, delete everything apart from the mask shape.

Note: if you have 2 different size / different shape of mask, you have to do this exercise 2 times.

Click Save > select SVG for the file type and select the settings as per screenshot below.

Uploading the artwork in your admin

By this time you should have multiple files (the PDFblock, images, & and SVG)

Login to your admin side, and navigate to template > product templates

Click Add, fill all the details, and set the template type to PDF Block.

Click Save and Continue

Upload the artwork, font and the images.

Click Save and Back.

Set the mask image on the PDF block template



Once you have uploaded, click action > manage block > manage properties on the template

Click the image tab, select the image and click ‘Manage Properties’ on the right hand side.

Select Image Format on the property.

(Back to the SVG file) – open the SVG file on your notepad app on your computer.

Copy the content inside the ‘d=‘ as per the screenshot below

Back to the admin side and paste it on to the clip path on the manage properties as per screenshot below.

Click Save and Back, and click Update Preview and the ‘Manage Blocks’ page.

Note: if the image disappeared, please re-upload the image in the template, action > edit design pages.

Step 1. From the home page, navigate to Templates section >>  Template Categories

Step 2. Click Add button.

Step 3. Enter the Template Category Name, Select User Type, Add the Sort number and set the status. Once done, click Save & Back button.

Explain the interface for template page

How to edit exisiting template specifications

How to edit existing dynamic template

How to edit existing templates dynamic field

How to create a new dynamic template

Step 1. From the home page, navigate to Templates section >>  Duplicate Templates

Step 2. Click Duplicate Templates With Resize tab

Step 3. Select Template Type, Source Product, New Product and click Save button.

Step 1. From the home page, navigate to Templates section >>  Product Templates >> Product Templates

Step 2. In the sort field, enter the number and click save button.

Step 3. Do the same thing for the rest of the templates and manage its sort order.

Step 1. From the home page, navigate to Templates section >> Template Property Master.

Step 2. Click Add button.

Step 3. Enter the property title, select the user type and choose fonts, colors, or images.

Step 4. Once done, click Save & Back button to apply changes.

Step 1. From the home page, navigate to Templates section >> Product Templates >> Product Templates.

Step 2. Click Add button.

Step 3. Fill out the form and in the Template Type, choose Non-Customizable.

Step 4. Once done, click Save & Back button to apply changes.

Step 1. Login to your admin side, navigate to left hand side navigation tool bar > Template > Product Templates

Step 2. Click Add button. (green colour)

Step 3. Follow the prompt as per below

Select User Type: assign the template to be available to a certain user (retailer, corporate,specific retailer / corporate)
Select Product: assign the template for a specific product
Select Template Category: assign the template to a / multiple category.
Title: set a template title for your artwork
Duplicate Product: make the artwork to be available on different product with the same size.
Template Type:
Customizable : Templates that can be customized using design studio
Non-Customizable : Templates that cannot be customized
PDF Block : Templates that can be customized in HTML Studio.
Non-editor based Template : Templates that cannot be customized
Template Layout : Create predefine layout for individual page that can be used as template.
Review PDF Before Print: Process to stop the order of the template to go directly to IBS
Sort: sort order of the artwork
Status: activate or deactivate the template.

Step 4. Click Save to save your artwork.

Step 1. Login to your admin side, navigate to left hand side navigation tool bar > Template > Product Templates

Step 2. Find the template > Click Action > Manage Template Properties

Step 3. Choose the ‘Form Fields’ tab and click custom

Tick the questions you’d like to be available on this template

Step 4. Click Save to save your changes.

Step 1. Open your PDF artwork in the Adobe Acrobat.

Step 2. Create a block around the image (make sure you cover the whole image as per below)

Step 3. on the image property pop up window – select image on the type of block and upload your default content image

note : name your image block and image file name as simple as possible, try to avoid any space, or special character.

Step 4. Save the artwork in the PDF and open it in the illustrator.

Step 5. In the Illustrator, before you deleting the image. Please make sure you have the exact same shape > Delete the whole image (as per below) and click Save.

Step 6. Open a new document in the illustrator (same size as the actual artwork) > and paste the shape on to the canvas as per below

Step 7. Click Object at the top > Compound > Compound Path

Step 8. Click Save As > Save as SVG (do not need to change any settings – default settings is fine)

note: At this time you should have 2 artwork ( 1 is for the PDFblock without the image, and the other 1 is the .SVG file just for the shape of the image)

Step 9. Open your .SVG file in your Notepad App (in PC) or Text Edit App (in Mac), and copy the path.

important : only need to copy the path after the d=” until the closing ” as per image above.

Step 10. Login to your admin side > go to templates > product templates and add a new template. Upload your PDF block as per usual.

Step 11. Once it’s uploaded click save and back > then click action again and manage block

Step 12. In the Manage Blocks page, click the image block tab and click ‘manage properties’.

Step 13. Add a new block property and select image format. This is where you need to paste the path you have copied in the SVG file previously. Then click save and back and close the pop up window by clicking the ‘x’ icon on the top right.

Step 14. Once you have saved click update preview under the artwork thumbnail.

note: once the preview has been updated you can see the final image shape of the artwork.

click the ‘eye’ icon to test the template online.

IMPORTANT : when you upload the default image – please make sure the size of the image will be the size of the block to keep the consistency and proportion of the image. Also when the user are uploading the image, we are suggesting they are following the guideline of the image size for the best result.

Before we go to the template there are couple configuration we need to set up.

Website Configuration Set up :
Step 1. Login to your admin side, navigate to left hand side navigation bar to store management > configuration settings (search for auto) > select the option to options other than ‘disable’

Step 2. Click Save to save the update.

Corporate Set Up:

Step 1. Login to your admin side, navigate to left hand side navigation bar corporate management > corporate (select the corporate) > Action > Edit

Step 2. Inside this page under the settings section you can find the corporate profile section where in here you must choose between optional or mandatory. Selecting ‘no’ will not make this feature works. Click Save to save the update.

Optional settings: this will allows the user to by pass the corporate profile ( skipping the form will not make the auto fill works) – the purpose of this is to allow a process where you do not want all corporate user needs to fill out the corporate profile.

Mandatory : once the corporate profile been set up, once the corporate user logged in. The system will automatically takes them to the corporate profile page where they must fill out the mandatory field in order to go to the next page.

note : corporate profile page is under my account page in the front end side.

Step 3. Navigate to the corporate top tool bar Corporate Profile > Click Add to create a new corporate profile.

Step 4. Adding new corporate profile, first you need to add the details below :
Title : corporate profile title is for you to be able to identify every profile you have created. (this will shows in the front end)
Description : explanation of the corporate profile
Block Name (Important) : this will be the reference that linking the system with the PDF block.
User Type : configuration to set the profile to be available for all corporate or specific corporate
Field Group : a settings to categorise multiple corporate profile into 1 group (this will be very useful if you have lots of corporate profile to make it more compact) – click here to see how to create a new corporate profile group >
Sort : sort order for the corporate profile
Status : settings to turn on / off the status of the corporate profile
Type : type of corporate profile whether its a pre-configured multiple option (dropdown, checkbox, radiobutton) or text box, etc..
Personalisation Only : set a personalised profile for corporate user (please see the details training here >)
Validation : settings to make the profile to be mandatory or not.

Important : It is really important to make the block name to be exactly the same as the block name used in the PDF block template. It is also really important to not using any symbols, special character, space, or numbers – it is best to make it as simple as possible (i.e. name, address,phone, mobile, etc..) – it is also case sensitive (need to make sure all the caps and lower caps are exactly the same)

Once you have completed the first one, you can create another one if you do have multiple corporate profile. Below example is when the template have 3 corporate profile (company address, phone and website)

Tips : you can always remove or edit your profile anytime.

Uploading Template

Uploading the template will not be any different than uploading a normal PDF block template.

Testing Template :

Login as the user, select or fill out the corporate profile. When it has been set up properly – you will be able to see the details automatically filled when the artwork opened up in the online editor without you having to type it.

Please remember to test it while you have your admin side close or logged out. Otherwise we are recommending to use different browser to test it.

Before we go to the template there are couple configuration we need to set up.

Website Configuration Set up :
Step 1. Login to your admin side, navigate to left hand side navigation bar to store management > configuration settings (search for auto) > select the option to options other than ‘disable’

Step 2. Click Save to save the update.

Corporate Set Up:

Step 1. Login to your admin side, navigate to left hand side navigation bar corporate management > corporate (select the corporate) > Action > Edit

Step 2. Inside this page under the settings section you can find the corporate profile section where in here you must choose between optional or mandatory. Selecting ‘no’ will not make this feature works. Click Save to save the update.

please see the difference between optional and mandatory here >

Step 3. Navigate to the corporate top tool bar Corporate Profile > Click Add to create a new corporate profile.

Step 4. Adding new corporate profile, first you need to add the details (please see the explanation for each field here>) :
the most important part in here is you must tick the ‘personalization only’ field – this settings will triggers the automation of pre-filled

Block Name (Important) : this will be the reference that linking the system with the PDF block. It is really important to make the block name to be exactly the same as the block name used in the PDF block template. It is also really important to not using any symbols, special character, space, or numbers – it is best to make it as simple as possible (i.e. name, address,phone, mobile, etc..)

Tips : select ‘drop down’ for the corporate profile type for the best option for pre-filled profile template option. Once selected dropdown you need to set the attribute option at the very bottom.

Example case here : – we are trying to create an option for a template where the customers can select the state they’re from and the system will automatically pre-filled the state profile they have selected (address, phone, & website). The above example is the first corporate profile for company address and the attribute option for this is Brisbane address and Sydney address.

Once you have completed the first one, you can create another one if you do have multiple corporate profile. Below example is when the template have 3 corporate profile (company address, phone and website)

Step 5. Setting up Personalisation Profile, still on the same page (corporate profile tab) click the purple button ‘personalizations profile’ > Click Add to add the first personalisation profile.

The very top left will be the title – the title will display in the front end side in the online editor.

Profile Category : categorise your profile on to different category for user friendiness interface for your customers (this will be userful when you have multiple personalisation profile).

User Type : settings to assign personalisation to a certain corporate or all corporates.

Next is selecting the pre-filled profile. As you have set the dropdown and the attribute option on the previous stage (corporate profile) you can select the correct options for the profile you are about to create (example below)

in this case we are trying to set the first profile for Brisbane, therefore we selected all the profile options for (company, phone and website) to be brisbane details.

Last is to set the status and sort order of the profile.

Below is the example when we created 2 profile for brisbane and sydney.

Tips : you can always remove or edit your profile anytime.

Uploading Template

Uploading the template will not be any different than uploading a normal PDF block template, the only thing that is important is to check the personalisation profiles to make it work. (settings is at the bottom page above the sort order when adding a new template)

Testing Template :

Please remember to test it while you have your admin side close or logged out. Otherwise we are recommending to use different browser to test it.