General
How do I view reports for a print template?
From the Print Template gallery, select the template that you wish to view a report on. From the "More" dropdown menu, select "Report" The “Stats and Activities” graph will show the total number of times a user used a template. The “Usage Ratio” ...
How do I add database records to a print piece?
Posted by The Team at Mindmatrix on 14 October 2015 03:06 AM To add an item from your database records to a print piece, click on the Databases tab on the top of the window. From there select the database that you wish to draw from. And then ...
How do I configure and setup a Print Vendor?
Note: Only admin users can use this feature. To configure the Print Vendor, click on “Setup” then “Print Vendor”, and then "Vendor Setting". In the “Vendor Settings” Click on the “Create” button. Fill in the vendor’s contact info and file transfer ...
How do I restrict access to pages in a Print Template for Contacts/Sales Users?
Posted by The Team at Mindmatrix on 24 June 2015 11:01 AM 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 ...
How do I navigate between pages in a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 09:29 AM 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.
How do I add text or images to a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 09:07 AM Add Text In the ‘Add’ drop down, 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 ...
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 ...
How do I control what images a user can add to print collateral?
Posted by The Team at Mindmatrix on 14 October 2015 02:58 AM To set permission levels for an image, go to setup, and then Asset Management and then Images. Click on the vertical ellipses on the thumbnail-card of the image you want to restrict/share, ...