Customer Canvas is a tool that allows you to have to build online variable and version template for BtoB and BtoC online portals.
Step     Action

  1.       Select {Settings} and then select {Online Ordering}and then select {Variable Template} and then

              select {Customer Canvas}

Creating a Design

A design is used to add to a template. 

2.      Select {Assets} and then select {Designs}

            Click on New. You have 3 options: 

            Folder: This allows you to organize your designs in folders and subfolders e.g. Customer and Template type.

            Design File: Create a new design from scratch

            Import: This allows you to import an (IDNS)InDesign file and a Photoshop File.

3.       Click on Folder and add a folder or you can add the new design to the root directory.

4.       Click on Design File. If you would like to import an InDesign file or Photoshop file then select Import.

          Then double click on the imported file and skip to section 11. Note an InDesign file must be saved as an

          IDML file.  

5.       Enter a Name e.g. Business Card

6.       Select a preset or if you do not see the one in the list that you would like you can select Custom. Presets

          can be added, edited, and deleted from the Select {Settings} and then select {Size Presets}

7.       Enter qty of Pages e.g. 2 sided then enter 2 pages

8.       Add bleed or leave at 0 if you do not what a bleed. If you check off "Keep All Side The Same" as you

          enter a value in any field, the other fields will automatically update.

9.       Click on Create new

10.      It should look something like this:

11.        Additional pages can be added by clicking on the + (LH Side) 

12.        Additional Layers can be added by clicking on the + (LH Side) and then name the layer. If you would like to edit

             the layer then right click and you can move the layer to a different page,  rename, show/Hide, Lock/Unlock or

             delete. (By default when you create a Design it will create a background, Main, and Foreground layer).

13.       Name the page (RH Side) eg Front.

14.        The page size can be modified from the drop-down or manually change the page size by entering the width

             and/or height. The Orientation can be changed to Landscape or Portrait.  If you would like to Constrain

             proportions then click on the lock beside the size fields. If you would like this setting for all pages then click on the ellipse and

             select Apply for all.

15.        If you would like to add or edit the bleed, slide the toggle to the right on Bleed and enter the bleed values.  

             If you would like all the bleeds to be the same click on the Constrain proportions lock and then enter the value

             in one of the cells. If you would like this setting for all pages then click on the ellipse and select Apply for all.

16.        If you would like a background slide the slider to the right. Click on Color, then click on the box below and 

             select a color, you can also adjust the percentage with the slider to the right or add a percentage. If you

             would like to add an Image select image and drag and drop the file. Supported files are JPEG, PNG, AI, and

           SVG.  If you would like this setting for all pages then click on the ellipse and select Apply for all.

17.        At the top center you can undo and redo changes. Don't forget to save the changes as you go.

18.        Click on Text and add First Last Name in the body and right click and rename Fist Last Name. Add the

             remainder text:

             Job Title

              Phone

              Fax

              Email

              Website

              Address1

              Address2

              If you keep the naming convention throughout all your designs you can reuse the Data Schemas.

19.      Click on save

20.      Right-click on the Design and add Schema = Select Business Card and save

Images

images are managed in the image bank of standard clipart, artwork, backgrounds, photos, logos, used by the customers when personalizing the templates. JPEG, PNG, AI, and SVG are supported.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Assets} and then select {Images}

  2.       Click on New. You have 2 options: 

              Folder: This allows you to organize your images in folders and subfolders e.g. Customer and Template type.

              Import: This allows you to import an JPEG, PNG, PDF, AI and SVG

3.       Click on folder and add a folder or you can add the new image to the root directory.

4.       Click on Import and add any image that you would like to add to the folder.

Fonts

The uploaded or imported fonts are used in the Template Editor and the Customers editors. You may import TrueType and OpenType fonts.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Assets} and then select {Fonts}

  2.       Click on New. You have 2 options: 

              Folder: This allows you to organize your images in folders and subfolders.

              Import: This allows you to import TrueType and OpenType Fonts

Color Profile

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Assets} and then select {Color Profiles}

  2.       Click on New. You have 2 options: 

              Folder: This allows you to organize your images in folders and subfolders.

              Import: This allows you to import ICC files as color profiles.

Data Schemas

Data Schemas are a formal description of a design structure that would allow for using the data-driven editor. (BtoB templates). For example, if you would like to have users fill in their name, address, phone, email or select an image and drop downs then you would create these in the Data Schemas. If you create dropdowns you would use the Data Sets to add the data for selection.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Data} 

  2.       Click on New. You have 3 options: 

              Folder: This allows you to organize your images in folders and subfolders e.g. Customer and Template type.

              Data Schema: Are dropdown selections

            Import: This allows you to import Data Schemas exported Data Schemas

3.       Enter Name of the New Schema e.g. Business Cards

4.       Select Field Name

Image

       Enter Display Name

       Enter Description

       Enter Prompt

       Select Folder - Add a folder with all the images in Data Schemas

      If Required check off the required box

Number

       Enter Display Name

       Enter Description

       Enter Prompt

       If Required check off the required box

      Select Format Type that you would like as the default

String

       Enter Display Name

       Enter Description

       Enter Prompt

       If Required check off the required box

      Add Constraints

Data Sets

Data sets are data you may use along with the data-driven editor, for example, to provide users with a prefill option.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Data} and then select {Data Sets}

  2.       Click on New. You have 3 options: 

              Folder: This allows you to organize your images in folders and subfolders

              Data Sets: Are dropdown selections

            Import: This allows you to import Data Schemas exported Data Schemas

3. Enter Name of Data Set e.g.Customer Name and template name

5. select the data Schema - for this exercise select Business Card

6. Click on Save

5. Add Rows and save

Product Specifications

You may think of product Specifications as configurations of your personalizable products used to associate a product in your eCommerce store with an editor and a specific design.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Product Specifications} 

  2.       Click on Create New. 

2.       Enter Name

3.       Select Editor. For this exercise select Data Driven Editor

4.       Under Design select the file name of the Design you created

5.       Select the Business Card Data Schema

6.       Click on save

Blank Print Product Editor

       Enter Name

       Select Blank Print Product Editor from the drop-down

       Enter Width

       Enter Height

      Enter Bleed

      Select number of pages

      Select Clipart gallery

Blank Print Product Editor Customer View

Data Driven Editor

       Enter Name

       Select Data Driven Editor from the drop-down

       Select Design

       Select Data Set

      If you would like your users to download a low res proof or add a watermark check the appropriate boxes

Data Driven Editor Customer View

Template-Based Print Product Editor

Template-Based Print Product Editor Customer View

Template-Based Print Product Editor - Variable Data

Add 2 curly brackets on each side of the text that you would like to use for the variable data.

Template-Based Print Product Editor - Variable Data  Customer View

Here you can manually enter data or upload a CVS file. If you would like a sample CSV file then click on the export button.

Click on the RH and LH arrows to proof each card.

Settings

Configure your account, manage team, set up integration, and more.

Step     Action

  1.       Select {Settings} and then select {Online Ordering} and then select {Variable Template} and then

            select {Customer Canvas} and then select {Settings} 

  2.       Click on New. You have 3 options: 

              Folder: This allows you to organize your images in folders and subfolders e.g.

              Data Sets: Are dropdown selections

            Import: This allows you to import Data Schemas exported Data Schemas