The Template Info Tab

The Template Info window 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.


The first two fields, Template Name and Template Description, are required fields and allow you to enter some identifying information about the template.


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.


Full screen setting: This feature is not yet operational.

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 Chapter 26 - 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.

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 Chapter 23a - Imposition


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 Chapter 26 - for Users and Categories

Next, the time the template was first created and the time it was last modified are displayed.

Place a checkmark in the "View Advanced Options" box 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, XPS, or PPML. Unless you are absolutely certain you need one of the other file types, 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 Online Template Builder’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 Chapter 20b- Template Info Tab - Interactive Options


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 Points, so the bleed for this template will be 18 points (1/4 inch) on each side of the document.

Previous Chapter: Chapter 19 - Testing Your Template

Next Chapter:  Chapter 20b- Template Info Tab - Interactive Options