Make templates, and set up companies
A template is your design with boxes each buyer fills in: their name, their details, a photo or a QR code. Drop in its PDF, draw the boxes, try it, and it goes on your shop. A company's people order their own templates, with an approver's yes when you ask for one.
A template is your design, ready for each buyer's own name, details and photo. You design it once; each buyer fills it in and orders.
Make a template
Open your website, then Templates.
Press Your first template, or New template.
Give it a Name, and choose what it Prints on and its Size.
Drop in the design's PDF: the finished design, with bleed if it has it.
Who can order it: Every buyer, or one company's people.
Press Next: Draw the boxes.
Drag across the page to draw each box: Words, Picture or QR code. Mark the ones a buyer Must fill.
Press Try it, and fill it in as a buyer would.
It goes On the shop once its PDF is checked.
| It says | Do this |
|---|---|
| The PDF needs a change before buyers can order it | It says what to change. Change the design, and send its PDF again. |
| Draw a box first | Draw at least one box. |
| Too long for its box. Shorten it. | Shorten the words, or draw the box bigger. |
Set up a company
A company is a business whose people order their own templates: a team's business cards, say.
Open Companies, and press Your first company or New company.
Give it a name, and press Next: Add its people.
Add a person: their name and email. Mark who Approves orders.
Under Its templates, press Make a template.
Its people sign in to your shop with the email you added, and find the company's templates on their account page.
Approvals
Orders wait for an approver is on for a new company. Until you mark someone as an approver, orders from its templates wait. Switch it off, and its people order straight away.
When someone approves the proof of a company's print, its approvers are emailed. On their account page, each approver sees the proof and who ordered it, then presses Approve, or Send it back with what needs changing. Whoever ordered it is emailed the answer. A print that waits can't be ordered until it's approved.