Ch. 020 Template Info Tab

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Template Info

Ch. 020 in the eDocBuilder Manual

Overview


In this article, you'll learn:
 
 

Breakdown of Configuration Options


 
 
 
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. 
 
 
 
Template Name and Template Description, are required fields and allow you to enter some identifying information about the template.
 
Document Code
 
Document Password
 
Template Preview
  • Bleed: This setting identifies the bleed margin for the document. Enter the measurement for the bleed in the units you have selected from the Define Units drop-down menu at the top right of the page. In the screenshot above, the Define Units menu had been set to Inches, so the bleed for this template will be 1/4 inch on each side of the document.
  • Preview Watermark Text: If you enter text in this optional box, it will display as a large block of translucent text over the product image while your client customizes the template. This helps to protect your assets from misuse or theft.
  • Initial preview size or Initial Zoom: Select the initial size you would like the template to display to your customer. This option is only available with standard Forms templates. (Interactive Designer templates use a default zoom setting instead; to learn more about this, please proceed to the next chapter.) Your client will still be able to change the preview size; this setting simply sets the size at which the preview will first display. There are two options:
    • Initial Preview Size: Select the size from the dropdown choices of: Small, Standard, Large, and X-Large or XX-large
    • Initial Zoom: Select from the drop-down of Fit all, Fit Height, Fit Width, 100-400% for Interactive Designer templates.
    • Click and type a numeric value (pixel width) into the text area of the drop-down area instead. When you use this option your customer will be able to select from the standard sizes noted above or select the custom numeric value you added
  • Disable anti-alias on preview images -  by disabling you will improve the performance of the rendering of the preview images.
Default Session Lifetime 
This section allows you to change how long a session related to this particular template is stored before being automatically purged. Completed sessions and incomplete sessions have a different number of days. The default amount will be displayed and if you wish to change from that amount for this particular template simply click "Override default session lifetime" Edit the number of days each type of session needs and click Save.
  • Complete session lifetime: 50 days
  • Incomplete session lifetime: 60 days
  • Override default session lifetime 
    Note: increasing the amount of time will increase the amount of storage used. This could result in additional fees to your subscription.
 
 
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.
 
 
 
 
 
Set Template Type: This controls the format of your template. If you have a subscription that includes eDocBuilder's Interactive Designer and you would like this template to use that format, select "Use with Interactive Designer." Otherwise, leave "Use with standard Forms client" selected. Note: To learn about the other options that will appear when you select "Use with Interactive Designer," please proceed to the next chapter.
 
Standard Options
 
General
  • Allow downloading Proof PDF - If you would like your customer to be able to download a PDF proof of the completed template, select this option. It is advised to use a watermark on the template so that the pdf can't be used for printing purposes. 
  • Improve InDesign compatibility (may cause visual differences, only use when necessary)
Legacy Templates
Using legacy lines spacing in HTML tags
 
Asset URL - The intent of this feature is to provide a way for eDocBuilder users (or self-hosted customers that do not integrate via Pressero) to override the Assets sent by Pressero to eDocBuilder. It is assumed that the person setting this up is a developer who knows how to create a URL that returns data using JSON.  Full details on how to use this feature can be found in this chapter: Ch. 020b. Override Pressero DAM with a custom Assets URL. There are two fields used by this feature: 
  • Always use this Assets URL
  • Query this field
 
 
 
 

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.
 
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.
 
 

Preview PDF

 
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 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.
 
 

Download Buttons

 
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: