*
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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