Templates - Creating a Static PDF

This guide walks you through creating a static PDF template in three parts: create the template, upload the PDF, then set the export options.

Part 1: Create the template

1. Select Admin from the main menu.
2. Select Templates from the dropdown menu.
3. On the right side of the page, click Create New +.
4. Fill in the template settings in the sections below.

Basic

• Name – give the template a clear, recognisable name.
• Description – add any information about the template.
• Thumbnail – upload a custom thumbnail to replace the auto-generated one (optional).

Visibility

• Status – set whether the template is active.
• Template and preset options – choose whether the template appears on the Create page and as a preset, or only as a preset.
• Categories – add the template to the relevant categories. This makes it easier for users to find.

User groups

• Select the user groups that should have access to the template.
• Use campaign scheduling – tick this only if the template is controlled by a campaign schedule. Otherwise, leave it unticked.

Merge tags, Proofing and Content, skip these sections.

Rendering

5. Tick Yes, PDF is static.

6. Once you've applied the settings, click Create PDF template.

Part 2: Upload the PDF

1. On the Overview page, click Upload New Version.
2. Click the upload field and choose the PDF from your computer.
3. When the upload finishes, click Continue.
4. Click Confirm upload to finish.

Part 3: Set export options

1. On the Overview page, click Edit export options.
2. Set up the template for ordering, downloading, or both (see below).
3. When you've finished, click Continue.

Orderable settings

Complete this section only if the template is orderable and a supplier and price list were applied during setup. Otherwise, skip to Downloadable settings.

• Allow orders to be placed with supplier – select Yes to allow orders.
• Display title – the name shown during ordering. It usually appears after the word "Order".
• Instructions – add any instructions relevant to ordering the artwork.
• Allow choice of suppliers – lets users choose a supplier. Leave this unticked unless it's specifically required and users know how to use it.
• Price list – select the correct price list for the artwork.

Downloadable settings

• Allow this PDF to be downloaded – tick to let users download the PDF.
• Display title – the name shown during download. It usually appears after the word "Create".