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Knowledgebase : Print Assets
   

* 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, e...
* To manage the page settings, select 'Settings'. * In the 'Page Setting' section, enter the page name/width/height in the relevant fields. * Select the 'Background Color' picker, and choose the required shade. * Click 'Ok' to set the page's...
Adding/Editing Image   * In the 'Add' dropdown, select 'Image'.   * You can upload an image from the image gallery. * Alternatively, you can select personalized image field based on contact/company/user variable. * Consider adding the com...
HOW DO I CREATE A COPY OF AN IMAGE/TEXT BOX? * Select 'Layers'. * Select the layer of the tool you desire. For e.g. a text object layer. * Click 'copy' icon for the same. * Click 'Yes'. * A copy of the selected feature (text or image) will ...
* Select the page name. * In the 'Page List' section, click the page you wish to view/edit. * You will be directed to the selected page.
NOTE: You can apply multiple databases for a page. * Select 'Databases' * Select the required database/s. * Click 'Save'. ADDING A REPEATER If you wish to provide the contacts information for more than one product, or an individual data, you c...
* In the 'Add' dropdown, select 'Text'. * The text box allows you to use the basic design editor (contains text tools) and HTML editor. * Consider using the design editor. You can manage text properties here.
You can decide which page/s of the template will be available to the contacts/sales users. The 'Page Management' feature allows you to add rules (based on user/contact/company variable fields), which are the bases to the availability of the template p...
Note" Only admin users can use this feature. To configure the Print Vendor, click on "Setup" and then "Print Vendor".     In the "Vendor Settings" Click on the blue "Create" button.   Fill in the vendor's contact info and file transfer protoc...
To share a PDF, (any other type of file) with users and groups, you first need to access the "Documents" section of your software. TO DO THIS, GO TO “COLLATERAL”, THEN “DOCUMENTS”. In the "Documents" section, click on the PDF that you wish to share and ...
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