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If you need us, we are a click away!Online Manual
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Building Documents OnlineFilePrint allows users to create documents from templates. These templates may be simple with only one variable, such as a telephone contact number; or more complex with several variables and branding information like the office address and telephone numbers. Furthermore the variables themselves might be simple text, paragraphs of text, images or options from a list. Whatever the layout of the template, a preview is always available ensuring the user can be confident of what will be printed and delivered. Build DocumentsSelect the link at the top right hand side of the library screen.
Selecting a TemplateYou will then see a graphical list of your templates. Each template has an image of how the finished document might look and a label. Please note that the images are not to scale. To select the template you require simply click on it.
Template OptionsSome templates have options, whilst others do not. If a template has options then you will be presented with a second list of styles.
Filling in the TemplatesSome of the templates may not have any options and will look like this:
This type of template will automatically insert whatever localisation is required, i.e. your branch address or telephone number. Other templates may require you to enter text:
If this is the case, then there will always be a default option, showing you an example of what is expected. In the example above, the default is Joe. Top Tip: When you make an edit you MUST click on Update to Preview before either previewing or Save to Library. After clicking “Update to Preview” you will see Preview Document appear. You can ‘Preview Document’ to confirm that the document is correct, please note that the document is at Low Resolution, which means some of the images may be pixilated (images appear to be made up of boxes of colour), this does not effect the actual printed documents. Preview a Single Page / SelectionTop Tip: You can speed up previews by showing a selection of the page by clicking on the button:
This will preview only the page you are on, or, a selection of the document, if appropriate. The preview for the Handover and Welcome Pack will show around 8 pages, rather than 30! Saving your OptionsTop Tip: When you preview your document, you can actually save all your entries, then re-use them on another job. You do this by entering a job name in the Save Options at the bottom of the screen. This can then be saved by clicking on “Update to Preview”
Once you have done this, the “Saved Options” will appear at the top of the page.
Important Notes: Saved jobs will remain until you delete them, you can have as many as you like, if you have saved a job with an image that you later delete the system will tell you, finally, a saved job will only appear for specific template and template option combination. Image LibraryTop Tip: Instead of loading all your images in the normal way (see below), click on the library image button at the top of the screen:
This will allow you to upload all your images and manage them. This will speed up the whole process. Save to LibraryWhen you are happy with the Previewed document, you can ‘Save to Library’ which will create a high resolution document and put it into the Library, ready for you to order it.
The document may take several moments to build and you may see this message:
When the print job has been completed, you will see the following dialog box:
The default title is made up of the template name and a date/time. You may wish to edit this to make it more meaningful, such as Express A6 – Joe. Remember once the documents are in the library, you will be able to re-order them and it will important that you can differentiate between them. Once a document is added to the Library, you may order them as detailed in the Library section.
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