How do I create a Print Template?

Creating a Print Template

1. Navigate to the Setup tab.
2. In the 'Asset Management' section, select 'Templates' .
3. Go to the 'Print' tab.
4. Click Create.
   

Personalization

1. Select the required personalization option from the dropdown (e.g., No).
2. Click Go.
   

Template Information

1. In the Info section, enter the Name, Description, and Filters in the respective fields.
   

1. Click Next.
   

Adding a Thumbnail

1. Click Upload a Thumbnail to add an image for the template.
   

1. In the My Images folder, double-click the desired image to set it as the thumbnail.
   

1. In the Select Size section, choose the appropriate template size.
2. Select the required Brand and Theme Type from the dropdown.
   

1. Click Next.
   

Managing PDFs

1. Click Manage Pages and select Add Additional PDF.
   

1. Upload or select the document to use as the print template.
2. Click Save.
3. Remove any blank pages and click Next.
   

Sharing

1. In the Sharing tab, specify who can access the template.
   

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Note: The maximum file size for upload is 25 MB. 

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