Below each template in this window you will see four choices:
Pencil/paper icon to edit
The pencil icon will open the Template Editor, and navigate the user to the Assets page.
The arrow icon to test
The arrow icon will open the eDoc user interface in a new window, for testing purposes.
The garbage icon to delete the template from the main view
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. We do not at this time permanently delete templates, they are simply deleted from this view.
The double sheet icon to duplicate the template
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."
- If your plan includes the Live Chat support, you can start a conversation with one of our support reps right from the eDoc admin. If you see that it is "offline" this means it is off hours and there are no support reps available to help you. You can still use this link to reach our support team so you can submit a ticket.
At the very top of the Templates page, you can use the 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
Font and Image Library Tabs
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 tabs
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.
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.