If you hover over the template in this window you will see four choices: Pencil icon to edit, the magnifying glass to test, the X icon to delete the template from the main view, and the double sheet icon to duplicate the template.
The pencil icon will open the Template Editor, and navigate the user to the Assets page.
|| The magnifier icon will open the eDoc user interface in a new window, for testing purposes.
The deletion icon will omit the template from the screen display, and disable it in the system.
Deleted templates may be retrieved by selecting "All" from the "View Templates" drop down
on the templates page.
The duplication icon will create a copy of the template. Clicking it will open a window where you can specify a new template name and click "Duplicate."
At the very top of the Templates page, you can use the Define Units menu to define the units of measure throughout eDocBuilder. The available options are: Points, Inches, Feet, Microns, Mm, Cm, and M. All measurements (page sizes, field sizes, and imposition widths and heights) are expressed in whichever unit you select here. Only font size remains in points no matter what is selected.
eDocBuilder allows you to create and save imposition schemes that you can later assign to your templates. You will create the different imposition schemes in this area. To learn more about setting up the imposition schemes go to: http://support.aleyant.com/KB/a177/ch-023-imposition.aspx
eDocBuilder allows you to have a centralized library for images and fonts which will be available for use in multiple templates. This area can be accessed in the Library tab. To learn more about setting up the Library, go to: .
Color Palettes Tab
In eDocBuilder you can create and save Color Palettes that you can selectively utilize throughout your templates. To learn more about using Color Palettes in your templates go to: http://support.aleyant.com/KB/a179/ch-024-color-palettes.aspx
You will find a list of production PDF files for orders that have been placed in the storefront as well as test orders you have placed in the eDocBuilder administrative testing area. Before making a template available to your customers you will want to test the template by creating a test order and downloading the production PDF. To learn more about the orders area go to: http://support.aleyant.com/KB/a180/ch-025-orders-tab.aspx
- Each template can be assigned to a unique category to help you organize your template library. Create and Delete categories on this page.
- When you get started you are given a main username and password for the master login. You may add,edit and delete additional users to your account in this area as well as set the permissions for each of the users.
- eDocBuilder Interactive Designer is integrated with Fotolia, which is a royalty free stock photo website. If you are using this integration in your account you will set up the Fotolia credentials given to you when you signed up with Fotolia in this area.
A link to this Support Portal is given. You will find hundreds of Knowledge Base articles as well as this documentation and training videos to help you learn the system.