Knowledgebase
How to create Templates in Imagine
Posted by Diana Parana on 06-06-2014 04:13 PM
Description: This document will provide a step-by-step procedural process on how to create templates.

Pre-setup planning Steps Required

1

Decide which photobook product you want to create templates for e.g 12x12 Hard Cover

2

Using the photobook module and selecting the book decided on the above step, you can design your photobook templates and save them as projects. This is done on the frontend via your retail site.

 Steps Required – Frontend in creating the template

1

Online, log on as a user.  Navigate through to the necessary product that you would like to create a template for – in this instance a photobook

2

When prompted, specify a project name against your new photobook to save it

3

Within the creation of a book, place the images as to how you would like the template to be designed.

Once you are happy with the layout you have created save the project.

 Steps Required – in Admintool to “Replicate” the template

1

Browse to the “Template Creator” function

Templates -> Template Creator

2

Within the Template Creator screen hit the Add Templates button

3

As you are replicating a template made front end, click on the Customer Search button

4

You will be presented with the Search Customer screen. 

5

Within the available field, enter the email address of the customer and either hit the Enter key on the keyboard or hit the available magnifying glass.

6

Once the corresponding customer has been found, you will be taken back to the New Template screen which will pre-populate with all projects saved against the customer

7

Should required, you can refine the list by specifying the set platforms that the project was created under – in this scenarios Online

8

From the list, highlight/select the required project and hit Import button located at the bottom left corner of the window

9

You will then be presented with the Additional Template Information.

For a more printable version of the above procedure please visit https://www.dropbox.com/s/xt0n9xzacemb2tc/QuickGuide_CreatingTemplatesInImagine.doc

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