The Template Info page allows you to identify and apply global preferences to the document that you just created. Navigate to this window by clicking the hypertext link within the navigation buttons on the upper right-hand side of the Assets, Field Setup or Response Sets window.
The Template Info window opens to display the name of the template that is currently open. After making any changes to the settings in the Template Info tab, don't forget to click "Save Changes" in the yellow area near the bottom of the page.
*Please note that this chapter discusses the options in the Template Info area that pertain to both the Form-Based as well as Interactive templates. Items that are exclusive to the Interactive version are discussed in Chapter 20a: Select her to go to that chapter.
Category: This drop-down menu organizes templates based on the selection that you assign from the drop-down list. On the main Templates screen, you can then filter which category of templates is shown. To learn more about creating categories, see Ch. 026 Administration for Users and Categories.
Identifying Field: Making a selection from this drop-down menu will append the product name with the contents of the field that is selected, to identify an order that has just been placed. For example, selecting the field “Name” will add the person’s name to the product name. “Business Cards – John Smith” would identify an order received if John Smith is the text typed into the name field. The identifying field must always be a user-provided text field, never an image field, a purely scripted field, or a database field. (Pressero users - please note that if a product also allows the user to rename their job, then the identifying field text will be used to rename the production file instead of the text the user enters on the product page in the rename job field.)
Imposition: This drop-down menu allows you to select pre-defined schemes. When this template is ordered, the production file will contain the template set in this imposition scheme, imposed for your press sheet and ready to plate. To learn more about configuring imposition schemes, see Ch. 023 Imposition.
Canvas Effect - Three types of canvas effects are currently supported, Mirror, Solid Color and Wrap. The mirror effect copies and flips each of the sides and corners of the image placing the image onto the edge of the canvas (on the outside of your production file). See below for an example of this effect. Solid Color works the same except that it applies a solid color that you choose, and Wrap will stretch the image uploaded so that it is large enough to wrap around the sides of the canvas. When creating your template you want to create it to the size of the main area on the canvas. eDocBuilder will increase the size based on the depth you choose so that your production file will be larger than what the template started out being. Your customer will proof the file with the canvas effect showing to them.
Canvas Effect Depth - Based on the units you set in your account, enter the amount of depth you want to be created on the edges of the canvas. Example: Your template is 10 inches wide, you add a depth of 2 inches, the final production file will be 14 inches wide.
Canvas Effect Color - If you selected the Solid color effect, use the image picker to choose either a CMYK or RGB image. You may also indicate a spot color if desired.
Owned By: Select a user from this drop-down menu to assign the template to that user. This is particularly helpful if you have users that are set to the lowest level of permissions and therefore are only able to see and modify templates that have been assigned to them. To learn more about managing account users, see Ch. 026 Administration for Users and Categories.
Next, the date and time the template was first created and the date and time it was last modified are displayed.
View Advanced Options - select this option to display one additional setting:
Output File Type: Use this menu to select which format you would like this template's production file to be: PDF or XPS. Unless you are absolutely certain you need XPS we highly recommend leaving this set to PDF.
Configuring Proofs and Previews
On both Form and Interactive templates, you have the option of offering a Proof PDF or a Preview PDF to your customers, so they can download them for their records, or to have stakeholders examine and sign off on them. This will be the high resolution production file, so It is advised to use a watermark on the template so that the pdf can't be used for printing purposes.
To find these options, look under Standard Options (Form templates) or Interactive Options (Interactive templates) for "Allow downloading Proof PDF" and "Allow downloading Preview PDF".
By checking the box, you can enable or disable either (or both) options as needed.
The Preview PDF is exactly like the Proof PDF except for one difference: it crops the PDF based on the Bleed setting you configure on the same page. Otherwise, it is the same as the Proof PDF. This will be the high resolution production file, so It is advised to use a watermark on the template so that the pdf can't be used for printing purposes.
This option is offered because sometimes the default Proof version that shows the bleed area can confuse customers without a graphics industry background, resulting in extra back-and-forth communication if they mistake the bleed area for an error in the proof.
When using this option, you must set the Bleed option, found on the same page.
Once you've enabled the Proof or the Preview PDF options (or both!) your customer will see buttons they can use to download these PDFs.
Form template example:
Interactive template example: