How do I create a Print Template? - Powered by Kayako Help Desk Software
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Knowledgebase: Print Assets
How do I create a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 08:49 AM

  • Select the ‘Setup’ tab.

  • In the ‘Templates’ section, select ‘Asset Templates’.

  • Select the ‘Print’ folder.

  • Click ‘Create’.

 

 

  • Select personalization from the relevant dropdown. For e.g. None.

  • Click ‘Go’.

  • In the ‘Info’ section, enter the name, description, and filters in the relevant field.

  • Click ‘Next’.

  • To add a thumbnail for the template, click ‘Upload a thumbnail’ option.

 

 

  • In the required folder (My Images), double-click on the image to set it as the thumbnail.

  • In the ‘Select Size’ section, select the required size for the template.

  • Choose the brand and theme type from the relevant dropdown.

  • Click ‘Next’.

 

 

Click on the blue blank page button and select the import PDF icon.

 

Upload or select the document you would like to turn into a print template and click save.

 

Remove any blank pages and click Next.

 

 

 

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