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 Manage button and Add Additional PDF     Upload or select the document you would like to turn into a print template and click save. Remove any blank pages and click Next. In the Sharing tab, the template can be share with anyone. NOTE: The Maximum file size for upload should be 25 MB.

• Related Articles

• How do I create a copy of an image or text box in a Print Template?

  Posted by The Team at Mindmatrix on 23 June 2015 09:14 AM 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 ...

• How do I create a contract template?

  It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.  Posted by The Team at Mindmatrix This article details how to use the following ...

• How do I associate a database with a page in a Print Template and create entries using the Repeater?

  Posted by The Team at Mindmatrix on 23 June 2015 10:40 AM 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 ...

• How do I Create a Social Media Drip Campaign Template?

  Social Media Drip Campaigns are a series of social posts that can be run, scheduled, or stopped. These campaigns are designed as a triggered sequence of automated posts sent on a predefined schedule. [Learn more about creating one here: How to Run, ...

• 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 ...