EditandPrint Version.5 Templates

Templates

Product Templates

This section allows you to create, edit and delete templates which are created using Online Designer Studio and HTML based Studio. You can search specific product templates using various filters at the top. Each template has a preview icon which allows you to get a complete preview as popup based on PDF size of the product template.

Action Menu

Admin > Templates > Product Templates > Action dropdown

Edit Template: Quick link to modify details filled for this product template. However, if you make any change under Select Product, then tick Resize Actual Design and save changes. The system will automatically resize the current design to the edited size.

Additional Preview Images: If you want to display present template preview image separately then you can upload the additional image which will only be previewed for each template page. The preview image you upload will be applicable for both admin panel and storefront and it will be displayed in the template category.

Edit Design: You will be redirected to Online Designer Studio to make design changes in the template.

Manage Template Properties: Quick link to assign properties created from Template Properties Master. By assigning the template properties user shall only see the applied fonts, colors and images at store front for particular template. You can have multiple options for assign template properties.

Fonts: You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
Colors: You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
Images: You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
Product Options: You can bind the product additional options for this template. By applying this user can not able to change additional option at store front.
Settings: You can set some settings like Templates Tab enable, Orientation of studio, Text Customization and Studio Type From Here.

Edit Field Order: Quick link to change field order and field label in the template – without moving to the Online Designer Studio. Preview the edited template from the preview link on the top right.

Preview: Quick link to check preview of the template at storefront.

Delete: 2-step confirmation to permanently delete the selected product template.

Create New Version: Duplicate template by editing the pre-filled fields and modifying the template design.

Add

Admin > Templates > Product Templates > Add (Top Right Link)

This interface allows you to create new template. Important fields are described below:

Select Template Category: You can use this option to assign same template to multiple template categories, even though assigning a new template to at least one of the template categories is mandatory.

Duplicate Template: Based on the option selected in Select Product, products of same size will populate in this section.

Group Name: Quote Management is disabled by default. You can enable it with one easy step…

Store Configuration > Settings > Search with “template group” > Enable Template Group matching on Shopping Cart and Product Additional Info page? – Front (Select Yes)

This field allows you to group similar templates which will show on the storefront at the time of checkout. Enter a group name and use the same name in the Group Name field of all the other templates which you want to group.

Template Type:This field allows you to choose the type of template. You can create three types of template:

Customizable: You can use this option to create templates that can be customized from storefront.
Non Customizable: You can use this option to create templates that cannot be customized from storefront. Customer will get direct option to checkout after selecting such templates.
PDF Block: You can use this option to create PDF Block Template created using the PDFlib plugin in Adobe Acrobat. Please refer to PDF Block Template Help section at top right of ‘Product Templates’ page to learn more about creating PDF Block Templates.
Uploaded Print-Ready PDF: Print-ready templates that you can directly upload for customers to order. Customer will get direct option to checkout after selecting such templates. Please refer to adding PDF Block Templates (at the bottom of this page) to understand more.

It is disabled by default, to enable it go to…

Admin > Store Configuration > Settings > Search with “match” > Front side- Allow Template Group matching on Shopping Cart and Product Additional Info page (Select “Yes”)

Next, you will be redirected to Online Designer Studio to design the template and create a new product template.

PDF Block Templates

This section allows you to upload, edit and delete templates which are created by you using Adobe PDF. You can create PDF block template using ‘PDF Block Template Help’ link on top right.

On the storefront, PDF block templates will show on the ‘Browse Design’ page along with master product templates and product templates. However, you can enable a filter on that page wherein PDF block templates will show with a Text icon and the rest of the templates will be displayed with an Image icon.

Admin > Store Configuration > Settings > Search with “filter” > Enable Studio type filter? (Select “Yes”)

Overview: At-a-glance you can see PDF block template’s name, category and the product it is assigned to. You can toggle the status as Green (Active) or Red (Inactive) and also sort their order sequence in which they will be displayed on the product’s template page on your storefront. You can search specific PDF block template using various filters at the top.

Action Menu

Admin > Template > PDF Block Template > Action dropdown

Edit Info: Quick link to modify the template details. If you have multiple languages enabled, you need to manually enter Template Name in other languages.

Lock Text Property: Mark Green (Yes) if you want to restrict customers to only personalize text in the template on Online Designer Studio. Mark Red (No) if you want to allow customers to personalize their text and also change fonts, block images and more.

Edit Design: Quick link to upload edited PDF template.

Manage Blocks: Quick link to manage PDF Block properties. The page that will display after clicking the Action menu link will display the listing of all the block page wise in the template, including both text and image block properties for all pages in the selected PDF Block template.

For all text blocks, you can edit their text to be shown in studio, their title, change the sort order, make their text editable or non-editable, as well as lock or unlock text for further customization. In the ‘Manage Properties’ link available for each text block, you will be able to manage all available text related block properties like alignment rules, text formatting, leader, bullet format, input options, validation, link blocks and block specific personalization.
For all image blocks, you can change the sort order as well as make the image editable or non-editable. In the ‘Manage Properties’ link available for each image block, you will be able to manage all available image related block properties like link blocks, block specific personalization and image format.

Preview: Quick link to preview the selected PDF Block template on storefront.
Update Preview: This can become useful to update the block properties that you might have created to the actual template preview, if any.
Dependency Rules: You can use this option to create rules to help in making different PDF Blocks dependent on each other by setting up conditions as applicable, for the selected PDF Block template.
Group Blocks: This can become useful if you want to show certain number of blocks as a separate group in the HTML studio, for the selected PDF Block template.

Manage Template Properties: Quick link to assign properties created from Template Properties Master. By assigning the properties user can only able to see the applied fonts, colors and images at store front. You can have multiple options for assign template properties.

Fonts : You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
Colors : You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
Images : You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
Product Options : You can bind the product additional options for this template. By applying this user cannot change additional option at store front.
Settings : You can set some settings like Text Customization From Here.

Edit Field Order: Quick link to change field order and field label in the template. Preview the edited template from the preview link on the top right. You can also sort blocks using options in the Quick Template Sort Order Preference dropdown list at the top.

Preview: Quick link to check preview of the template at storefront.

Delete: Quick link to permanently delete the template.

Add

Admin > Templates > PDF Block Template > Add

This interface allows you to add PDF block templates into your system. Simply upload the PDF block template file. Your system will automatically identify image blocks and will allow you to add images to them. For images, the file format should be .png. If the fonts used in the PDF block template are already in your system, then it will automatically show here. Otherwise, you will see an option to upload the font file.

Next, you will need to enter template details such as customer type and product for which this template will display, mention template category and more. If you have multiple languages enabled, you need to manually enter Template Name for each of them.

Centralized Personalization: Tick Yes if you want a central left panel for all the pages in this PDF Block template. It will be required that text or image block names should be exactly the same in the uploaded template for centralized left panel to work.

Lock Text Property: Tick Yes if you want to restrict customers to only personalize text in the template on Online Designer Studio. Tick No if you want to allow customers to personalize their text and also change fonts, block images and more.

Address Book: If enabled, address book will autofill the user’s PDF block template fields based on customer’s profile if the block name matches template auto personalization field formats like email, phone, first name, last name, street, zip code, state, country, company name, etc. Address book will also use store profile data based on corporate as well as corporate department to show autofill dropdown fields wherever applicable.
For designer studio, the template auto personalization field formats will also work based on store profile for corporate customers apart from their own ‘My Account’ customer profile.

Product Master Templates

Your system comes with 7000+ pre-built templates which are called product master templates. You can only edit master templates (text field label and its sequence) and mark them as Inactive, but cannot delete them.

Overview: At-a-glance you can see product master template’s name, category and the product it is assigned to. You can toggle the status as Active or Inactive and also sort their order sequence in which they will be displayed on the product’s template page on your storefront. You can search specific product master templates using various filters at the top.

Action Menu

Admin > Template > Product Master Templates > Action dropdown

Edit Info: Quick link to modify template name, change template category and sort order.

Fonts : You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
Colors : You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
Images : You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
Product Options : You can bind the product additional options for this template. By applying this user can not able to change additional option at store front.
Settings : You can set some settings like Templates Tab enable, Orientation of studio, Text Customization and Studio Type From Here.

Edit Field Order: Quick link to change field order and field label in the template. Preview the edited template from the preview link on the top right.

Preview: Quick link to check preview of the template at storefront.

Create New Version: Duplicate template by editing the pre-filled fields and modifying the template design. The newly created template will show in Product Templates section.

Activate All Fotolia Templates/Inactive All Fotolia Templates

Admin > Templates > Product Master Templates > Activate All Fotolia Template/Inactive All Fotolia Templates (Top Right Links)

Your system comes pre-built with 1000+ Fotolia templates. If you want to provide these templates to your customers, then click Activate Fotolia Templates. If the Fotolia templates are already active on your storefont. you can deactive them using the ‘Inactive All Fotolia Templates’ link.

At the storefront, these template will show on the product template page. When your customer chooses to personalize Fotolia template, they can see the additional price of using Fotolia after saving their design on the Online Designer Studio.

Fotolia is integrated in your system. To use it, simply fill in the required details on:

Admin> Store Configuration > External Service Settings > Image Gallery TAB > Search with “Fotolia”

Template Categories

This interface allows you to add new template category and manage them. It enlists all the templates created by you as admin. Your system comes with 50+ pre-built template categories which you can edit, delete and assign them to sub-category.

Action Menu

Admin > Templates > Template Categories > Action dropdown

Edit: Quick link to modify the details for this template category.

Add Sub Category: You can create a sub-category for this template category. It will reflect under Parent Category column on Template Category page.

Metatags: Define separate meta title and keywords for given template category page.

Delete: Quick link to permanently delete the template category. This option will not show for categories for which templates are assigned.

Add

Admin > Templates > Add (Top Right Link)

Quick link to create a new template category. If you have multiple languages enabled, you need to manually enter for each of them.

Duplicate Templates

This interface allows you to add and remove duplicate templates. You can also resize the duplicate template from this section.

Any template that is duplicated within the admin panel will be highlighted with a separate icon. This will help you in identifying that the particular template you are looking at is actually an original template or not. This will icon will appear when you have duplicated the Product Master Templates.

Add Duplicate Templates

Admin > Templates > Duplicate Templates > Add Duplicate Templates TAB

You can bulk assign templates of one product to multiple similar products. Based on your choice in Select Product, options will populate in the ‘Apply this product’s templates to another product(s)’ field. To select multiple products, press Ctr and click on the products for which you want to duplicate this product’s templates. Tick which type of template you want to duplicate and click Submit.

Remove Duplicate Templates

Admin > Templates > Duplicate Templates > Remove Duplicate Templates TAB

If you have assigned templates of one product to another, then from this section you can remove those assigned templates. Based on your choice in Select Product, the below field will show which product’s templates are currently assigned to this product. Select the ones you no longer want to display for this product, then tick template type and Submit.

Duplicate Templates with Resize

Admin > Templates > Duplicate Templates > Duplicate Templates with Resize TAB

This section allows you to duplicate templates in a different size. Once you update a template, you will not be able to undo it. Therefore, we recommend taking assistance from your appropriate technical OnPrintShop consultant.

Important fields are described as below:

Select Templates Type: Product Templates can be updated or you can create new versions of the same. However, Product Master Templates cannot be updated. You can only resize product templates from one to another.

The options to Update Existing Templates OR Create New Templates/Versions will show only when you select Product Templates in the previous dropdown.

Update Existing Templates: This option will resize the Source Product to the product size selected from the Select New Product dropdown. On the storefront, Source Product template size will not show for the source product. It will now show under the New Product’s templates.

Create New Templates: This option will create new resized templates in addition to the existing ones. On the storefront, the new resized templates will show along with the existing templates of the New Product.

Source Product: Select the product size that you want to “change from”.

Select New Product: Select the product size that you want to “change to”.

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