The new way to print! Digital StoreFront® User Guide
Copyright © 2004 - 2013 by Electronics for Imaging, Inc. All Rights Reserved. Digital StoreFront User Guide January 2013 Version 6.0 This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or transmitted in any form or by any means for any purpose without express prior written consent from Electronics for Imaging, Inc.
Contents Section 1: Welcome ............................................................................................................................... 5 What Is Digital StoreFront? ........................................................................................................................ 5 What Is the Home Page? ............................................................................................................................ 6 Section 2: Basics ................................
Supplying files using PrintMessenger .................................................................................................. 57 Ordering Kits............................................................................................................................................. 63 Personalized Products .............................................................................................................................. 65 DSFdesign Studio Products ...................................
Section 1: Welcome This section will answer the following questions: What is Digital StoreFront? What is the home page? What Is Digital StoreFront? Digital StoreFront® is an online shop where you can order and purchase print products such as booklets, manuals, business cards, brochures, sell sheets, flyers, postcards, and so on. You can: • • • • • • • Browse and search through a catalog of products. Supply the documents you want printed.
What Is the Home Page? The page that opens when you come to the site is the home page. This is your starting point for logging in, as well as finding and selecting products. To return to the home page from other places on the site, click Home in the navigation bar at the top of the site; this navigation bar is always available and includes other useful links such as Cart, My Account, and Order Status. The header or banner is typically branded for the site.
Click to manage your profile and address book, upload files, review saved jobs, and check your spending account usage. Click to check your order history and status. Click to change your print shop. Contact information for support on the site. Click to obtain help on your current activity or to browse through the Help system. Featured categories of products. Browse through the featured category. Featured products. Click Begin to start the order process. The language currently in use on the site.
Section 2: Basics This section will answer the following questions: How do I get to the site? How do I register and set up an account on the site? How do I log into the site? Is online Help available? How do I contact Customer Support? How do I change the language on the site? How do I change the currency displayed on the site? What if I forget my password? How do I change my password? How do I change my security question or answer? Can I change my account information? Can I cha
Registering on the Site Before you can order products on the site and check out using the shopping cart, you must register on the site by creating an account. To register on the site 1. On the site’s home page, click Register in the Login box that contains the User Name and Password fields.
2. On the Create an Account page, complete the fields under Contact Information. A required field is identified by * (asterisk) and shading. An address can consist of three lines (Address 1, Address 2, and Address 3) so that you can include lines for building names or floors if necessary. 3. Under Account Information, a. In the User Name field, enter the name you want to use when logging into the site.
b. In the Password field, enter the password you want to use and then enter it again in the Reenter password field. c. In the Security Question field, either select one of the pre-defined questions or select Other and enter your own question. d. In the Security Answer field, enter the answer to the question you selected (or entered). The answer you provide is case-sensitive. Suppose that you enter Lassie in the New Security Answer field.
Logging Into the Site Once you are registered on the site, you log in each time you come to the site. (You can add products to the cart without being logged in, but you must be logged in before you can check out and place your order.) 1. On the home page under Login, enter your User Name and Password. 2. Select the Remember User Name check box if you want the system to remember your user name (but not your password).
Contacting Customer Support At times you may need to contact the site’s customer support staff. • Click Contact Us in the navigation bar. The contact information for your selected print shop is shown. Navigation bar Changing the Language on the Site A link at the bottom of the site identifies the language that you see on the site, for example, English (United States) or English (United Kingdom).
To select the language you always want used when you log in 1. Click My Account in the navigation bar. The Profile page opens. 2. Click Edit. 3. In the Language Preference field (under Contact Information), select the language you always want used on the site after you log in. (If the Language Preference field is unavailable, you cannot change the language in your profile, but you can still change it for the current session as described on page 14.) 4. Click Save.
If You Forget Your Password If you forget your password and are therefore unable to log into the site, you can obtain a new password by providing your user name and the answer to your security question. After you receive the new password, you can change it as described on page 17. 1. Under Login on the home page, click Forgot your password? The Password Retrieval page opens. 2. Enter your user name and click Next. 3. The security question that you selected when you registered is displayed.
Changing Your Password You can change your password at any time, but if you did not register yourself, you may also be required to change your password after you first log into the site. In addition, if you forget your password, a new password is e-mailed to you (see page 16). For security reasons, it is a good idea to change this password. To change your password 1. Click My Account in the navigation bar. The Profile page opens. 2. Click Change to the right of Password. The Change Password page opens.
Changing Your Security Question or Answer Your user profile includes a security question and your answer to the question. If you forget your password, you must answer the security question before a new password is e-mailed to you. You can either change the answer to the security question that you previously selected or change both the question and the answer. To verify your identity, you will need to enter your password before you can change the security question and answer.
Changing Your Print Shop A print shop is a place that handles the orders placed on the site, for example, a print center, copy shop, or warehouse. When you first register on the site, you select a default print shop if several print shops are available. If necessary, you can change your print shop, perhaps to make pickup more convenient or to keep shipping costs lower. To change your print shop 1. Click Print Shops in the navigation bar.
Section 3: Ordering Products This section will answer the following questions: What are products? How do I find a product? What is the process for ordering products? How do I customize products in Visual Product Builder? How do I customize products in Classic Product Builder? How do I supply documents that I want to have printed? How do I order kits? What are personalized products? How do I personalize DSFdesign Studio products? How do I personalize VDPs (variable data products)?
Some products require a price quote from the print shop before you can place an order for them. During the checkout process a request for a quote is sent to the print shop. When you receive the quote, you either accept it (and finish placing the order) or decline it. Depending on your company, orders may need to go through an approval process – someone at your company must “sign off” on your order before it can be placed.
• Select a category that contains the type of product you want to order and review the products in that category. • In the Search pane, look for a product by selecting Product Name, Keywords, or Product ID; entering a search string (for example, part of a product name); and clicking Go. • Click Sitemap at the bottom of the page for a hierarchical list of the categories and products available for ordering. 2. To learn more about a product, click its name. Click to find out more. 3.
• If the product has a Begin button, click it to start the customization process. 4. If you clicked Begin, customize the product. This process depends on how the print shop configured the product you selected. 5. After you click Begin, click are ordering.
Ordering Products: Visual Product Builder vs. Classic Product Builder After you click Begin next to a product to start the ordering process, the page that opens can vary, as can the tasks that you must complete to customize the product.
• Classic Product Builder Products that you customize with Classic Product Builder and that require you to provide content files may include brochures, flyers, and copies, as well as superwide format products such as banners and posters. Here you select print options, add files, and then preview your selections on separate pages in a series of steps. The top of each page shows your progress.
General procedure In the Visual Product Builder, these are the steps you complete after you click Begin for products that require you to provide content files. (Superwide format products are slightly different; see page 37.) Add files You can either add your files first or select print options first; the order in which you do this does not matter. 1. Click Add Files to supply the content for the job.
Select print options The options that are available to you depend on the product you selected. 1. In the left-hand pane, click an option, for example, Media or Binding. 2. Make further selections as necessary. For example, after clicking Binding you need to select a type of binding and possibly a color. 3. For some products a Special Pages option may be available. Click this to indicate that you want certain pages treated differently from the rest of the job.
Preview the product If a preview is not available for the product, you will see a job summary instead. • Display different pages by using the blue navigation buttons: Or enter a page number and click the double blue arrow: • Use to switch between spread view and thumbnail view. If you are in thumbnail view, click a page, and switch to spread view, the page you selected in thumbnail view continues to be displayed.
Add product to cart 1. When you are satisfied with your selections, click Add to Cart. If the product is part of a kit, a Finish button is displayed instead of Add to Cart. Click Finish to continue with the process of ordering the kit (see page 63). 2. If prompted, check the preview and the options you selected for accuracy. 3. Proceed with the checkout process when you are ready. (See page 103.
d. Repeat steps a through c for any additional files you want to be different. 5. To remove a special page or file, click 6. Click Save. . Inserting tabs (Visual Product Builder) A tab is the edge of a divider sheet that extends beyond the trim size of the document, and is used to label sections of a document. In Visual Product Builder, if a product includes a Tabs option, you can add the tabs as follows: 1. Do one of the following: • • Under Options, click Tabs and then click Insert Tabs.
5. For each tab, a. In the Tab Text column, enter the label for the tab. b. If you selected a page in thumbnail view, its number is automatically displayed in the Insertion Page # column. Otherwise, select Insert Before Page # or Insert After Page # and enter the number of the page. A preview of the tab is automatically displayed. 6. If you change your mind about including a tab, click Remove. 7. After you have specified all your tabs, click Accept.
The preview of your job now includes the tabs you added.
The tabs are also shown in thumbnail view. Tabs before pages 5 and 7 When in thumbnail view, you can click a tabbed page and click Edit Tab or Remove Tab. Also, if you want to move a tab to a different location, drag it before or after the page where you want the tab.
Customizing Fixed-Content Products (Visual Product Builder) Overview In fixed-content products, the content files are built into the product (not supplied by you), but you still have a choice of print options such as paper or binding. Common examples include application forms or course materials. In Visual Product Builder, after you click Begin next to a fixed-content product, you customize the product and preview the effects of your selections all on the same page.
• In spread view click to open a zoom pane so you can zoom in or out by moving the slider: Use slider to zoom in or out. To restore the preview to its default size, click • . Make the preview area wider or narrower by dragging between the left-hand pane and the preview area. To restore the pane and preview area to their original size, click on the right side of the pane. View pricing details and job summary 1.
Customizing Superwide Format Products (Visual Product Builder) Overview Common superwide format products are banners and posters. In Visual Product Builder, after you click Begin next to a superwide format product in the catalog, you provide the content file for the job, customize the product, and preview the effects of your selections all on the same page. When you are satisfied with your selections, you add the product to the shopping cart.
Preview the product • Click to open a zoom pane so you can zoom in or out by moving the slider: Use slider to zoom in or out. To restore the preview to its default size, click • . Make the preview area wider or narrower by dragging between the left-hand pane and the preview area. To restore the pane and preview area to their original size, click • on the right side of the pane. Drag the image of the product to move it around the preview area.
Customizing Products (Classic Product Builder) Overview In Classic Product Builder, after you click Begin next to a product in the catalog, you are stepped through the pages where you customize and proof the product. The top of each page shows your progress. General procedure The steps that you go through depend on the product you selected.
Add files • If the product has an Add Files step (requiring you to provide content files), supply your files (or indicate you are providing material some other way - "offline"). For more information about supplying files, see page 51. If the product requires you to add files after selecting print options, an Add Files link is available at the bottom of the page.
Review and add to cart Review your order carefully: 1. Use the preview window to examine the document. Note that print options marked with * (asterisk) are not part of the preview. The preview window requires Adobe Flash Player. If a Get Flash link is displayed, click it to install Adobe Flash Player. If you are asked to close your browser during the installation process, be sure to click Save My Job before you close the browser so you can later pick up where you left off. 2.
Having different pages (Classic Product Builder) For some products, you can indicate that you want some pages treated differently from the rest of the job. These pages are also known as special pages. For example, most of the job may be printed in black-and-white, but the cover needs to be printed in color on different paper.
Inserting tabs (Classic Product Builder) A tab is the edge of a divider sheet that extends beyond the trim size of the document, and is used for labeling sections of a document. In Classic Product Builder, if a product includes a Tabs option, you can insert tabs in a document as follows: 1. In the Tabs field, select Insert Tabs. You can now specify where you want the tabs and how you want them labeled. 2.
Supply your content in any of these ways depending how the site is configured: • • • • Upload files from your computer; see below. Download files from the cloud, for example, from Google Drive, Picasa, Dropbox, or EFI PrintMe; see page 46. Select saved files; see page 49. Indicate that you are providing the material some other way (for example, CD/DVD or hard copy); see page 50. You can always supply files while customizing a product as described below.
The Add Files window opens. 2. Click Upload Files. 3. Do the following: a. Find the file you want to upload and click Open. b. Files that you upload may automatically be converted to PDF format, but if the Convert to PDF check box is displayed, leave it selected to convert the file (unless for some reason you need to keep it in its original format). Most print shops prefer to receive PDFs since they preserve your layout, number of pages, and so on.
4. To select more files for uploading (up to 15 at the same time), click Add More Files and repeat step 3. (Multiple PDFs are combined into one file.) A job can have an unlimited number of files. If you need to add more than 15 (the limit you can upload at the same time), repeat this procedure. 5. Click Upload. If a pre-flight error is detected (for example, a type face is not embedded), an error message is temporarily displayed.
Before you can download files from the cloud • • • For Google Drive or Picasa, you need a Google account, and your files must already be uploaded to Google Drive or to a Picasa web album. For Dropbox, you need an account and your files must already be uploaded. For PrintMe, no account is necessary, but your file must already be uploaded to PrintMe, and you should have a document ID for the uploaded file. To download a file from Google Drive 1. Click Add Files.
To download a file from a Picasa web album 1. Click Add Files. (If this link is not displayed, click to the right of Files.) The Add Files window opens. 2. Click Picasa. (If Picasa is not displayed in the Add Files window, you cannot download files from Picasa.) 3. Enter the user name and password for your Google account. (If you are already logged into your Google account, you will not be asked for your user name and password.) 4.
c. If a file is not in PDF format, but the Convert files to PDF check box is available, select this check box to convert the file to PDF. d. If you expect to use this file again in the future, select the Save file for later re-use check box. e. Click Add Files. 6. Once the files are downloaded, click Done. The files you downloaded are now listed under Files and displayed (as one continuous file) in the preview pane. 7.
3. Under My Saved Files, select the files you want to use and click in My Job. to move the files under Files Move the pointer over a file to see some information about the file, for example, its size and creation date. To preview a file, select it and click Preview File. 4. After you select the files you want for the job, click Finish. The files you selected are now listed under Files and displayed (as one continuous file) in the preview pane. 5.
3. In the Type field, indicate how you are supplying the material, for example, CD/DVD, Portable Drive, or Hard Copy in Box. 4. Enter a File Name. 5. In the No. of Page(s) field, enter the number of pages you plan to deliver. If you have front and back sides, count two pages per sheet. Superwide format products can have only one page. 6. Under Delivery instructions for hard copy file(s), enter any special information about the delivery of the material. 7. Click Finish.
Upload files from your computer For a superwide format product, a Background Uploader utility uploads your file - which is usually very large for a superwide format product - as you continue with the customization process. The first time you work with a superwide format product, you must install Background Uploader as described on page 56. (This is a one-time procedure.) 1. During the Add Files step: a. Click Browse on the Upload File tab to locate the file you want and click Open. b.
Download files from the cloud If a service that you use for cloud storage is listed under Cloud / Websites, you can download content files from the cloud when ordering a product that requires you to supply content.
4. Add the file from Picasa: a. Thumbnails of the photos in your Picasa albums are displayed. Find the photos you want to use in the product and select their check boxes. b. If the Convert files to PDF check box is available, select this check box if you want to convert the file to PDF format. c. If you expect to use this file again in the future, select the Save file for later re-use check box. (The file is saved in your library of files.) d. Click Add Files 5.
c. If a file is not in PDF format, but the Convert files to PDF check box is available, select this check box to convert the file to PDF. d. If you expect to use this file again in the future, select the Save file for later re-use check box. e. Click Add Files. 4. Once the files are listed under File(s) Added to This Job, follow the same steps (3 and 4) as when uploading files from your computer (see page 52).
5. Under Delivery instructions for hardcopy file, enter any special information about the delivery of the material. 6. Click Add. The information about the material is now listed in the right-hand pane. (If you need to remove this, click .) 7. Repeat steps 2 through 6 for any additional material. 8. Click Next to continue to the next step of customizing your product.
The Files page opens. 3. To see what types of files you can upload, click Supported File Types. If your file type is not listed, contact Customer Support (see “Contacting Customer Support” on page 14) for instructions on how to deliver the file. 4. Click Browse to locate your file and then click Open. 5.
• Your documents are converted to high-quality PDFs on your own computer to ensure accurate printing. You can preview the PDFs before uploading them. • You can upload several files at a time or combine files into a single file before uploading it. (For example, if a brochure you want to print is made up of three files, you can combine them into one file – in the order you want.
Using PrintMessenger to send content files to the site After you install PrintMessenger, you can start using it to convert documents on your computer to PDFs and upload them to the site. Convert files to PDFs 1. Make sure that the document or file that you want to convert and upload is open in the application that you used to create it (for example, Microsoft® Word or Adobe® PhotoShop®). 2. In the application, select File > Print.
The system converts the file to PDF format, after which the EFI PrintMessenger window opens and lists the PDF. 4. To convert more files, repeat steps 1 to 3. (You must wait for the conversion of a file to be complete before you can convert another file.) Manage the Converted Documents Do any of the following: • • Use the icons that are displayed to the right of a selected file to delete, preview, or move a file up or down in the list.
2. If you selected Upload As One File, provide a name for the new merged file by replacing merged_file in the file name field to the right of the PDF icon. Change to more descriptive name 3. Click Upload. 4. If the Login window opens, enter your account credentials (user name and password) for the site if you already have an account (are registered) and click Login. If you do not have an account yet, click Open an Account.
6. The Upload Successful page opens. If you want the file(s) that you uploaded to be automatically added to products that you create during the current session (until you log off), leave the Automatically add these files to products... check box selected. (Even if the files are added automatically, you can always remove them while customizing a product.) 7. Click Get Started to go to the home page on the site where you can begin selecting products.
Ordering Kits A kit is a product made up of other products packaged together. For example, a wedding kit might include an invitation photo card, envelopes, a wedding program, and key chains for the guests. Each product that makes up the kit is customized individually (if applicable), but the order is placed for the kit itself.
3. When a product in the kit has a Complete check mark next to it, the product does not require customizing. If necessary, change the Item Qty of the product or enter 0 to not include the product in the kit. (The Item Qty may be fixed, or you may not be allowed to enter 0.) When you enter 0 in the Item Qty field, Opted Out is displayed next to the product to indicate you have chosen not to include this product in the kit.
Personalized Products Some products such as business cards, note cards, invitations, or promotional flyers can be personalized, for example, with contact information for a business card or a photo for a note card. The site provides the basic product (invitation or flyer) and you personalize it. Products that you can personalize fall into two categories: • DSFdesign Studio products DSFdesign Studio products can be personalized in numerous ways.
DSFdesign Studio Products DSFdesign Studio products may include note cards, invitations, business cards, or promotional flyers that you can personalize in various ways using a visual editor. You can see your changes to the product as soon as you make them. The site provides the basic product and you personalize it, for example, add a photo or some text to a postcard, change the font and color of text, or add some decorative lines. The design of a product controls how you can personalize it.
General procedure for personalizing DSFdesign Studio products When you click Begin next to a DSFdesign Studio product, it opens in a window like the one shown on the previous page. You can then personalize the product and add it to the cart. At any time you can save your work by clicking Save Job at the top of the page. This allows you to return to the job later. If the product is part of a kit, some fields will not apply and some information may already be filled in for you.
• If the Photos pane already includes an image you want to use, drag it to the placeholder box. • Click Add Photos to supply your own image and then drag the image to the placeholder box. You can add images in JPG, PNG, PDF, EPS, or SVG format. The maximum size of an image file that you can add is 50 MB. • If an image gallery is displayed to the left of the Photos pane, and you like one of the images, drag it to the placeholder box.
Add product to cart 1. When the product looks the way you want, click Add to Cart. If the product is part of a kit, a Finish button is displayed instead of Add to Cart. Click Finish to continue with the process of ordering the kit (see page 63). 2. If asked, click I Agree to indicate that you have proofed the product. 3. Proceed with the checkout process when you are ready. For information, see “Shopping Cart and Checkout” on page 103.
• Group the text box with other objects and then move, rotate, or line up the group. (For information about grouping, see page 90.) Add your own images 1. Click and then click where you want to place the image. (You can refine its size and position later.) A placeholder box is displayed for your image. 2. Add an image in any of these ways: • • • If an image gallery is available, it is displayed to the left of the Photos pane.
4. Do any of the following: • • • • Move, re-size, rotate, or delete the image. (For information, see page 87.) Change the opacity of the image. (For information about opacity, see page 89.) Group the image with other objects and then move, rotate, or line up the group. (For information about grouping, see page 90.) To make further changes to the image itself, double-click it, edit the image, and click Apply Changes.
4. Do any of the following: • • • Move or rotate the line, make the line longer or shorter, or delete the line. (For information, see page 87.) Change the opacity of the line. (For information about opacity, see page 89.) Group the line with other objects and then move, rotate, or line up the group. (For information about grouping, see page 90.) Moving objects to the back or front You can put one object on top of another object so they partly or completely overlap.
Colors in DSFdesign Studio products You may be able to change the color of text, lines, and circles and rectangles (both border and fill) in a DSFdesign Studio product. The ability to change the color of these objects depends on the product you selected, as does the choice of colors.
Creating and selecting a custom color If the color circle is displayed when you are selecting a color, you can define a custom color. 1. Do one of the following: • • If you know the CMYK or RGB values of the color, enter them directly in the % fields. (A product is configured to use either the CMYK or RGB color scheme; you cannot change this.) Click the color you want on the color circle.
Supplying your own images for DSFdesign Studio products Many DSFdesign Studio products can be personalized with your own images. You can add images in these formats: JPG, PNG, PDF, EPS, or SVG. The maximum size of a file that you can add is 50 MB. Supply your images in any of these ways (depending how the site is configured): • • • Upload images from your computer. (See below.) Download images from the cloud, for example, from Google Drive, Picasa, Dropbox, or EFI PrintMe. (See page 76.
5. To upload another image, click Add and repeat steps 3 and 4. Otherwise, click Done. After you upload an image, it is displayed in the Photos pane, and you can add it to any DSFdesign Studio product that allows images to be added (as long as its quality is good enough for the selected product). Download images from the cloud If a service that you use for cloud storage is listed in the Add Photos window, you can download images from the cloud when personalizing a DSFdesign Studio product.
5. Thumbnails of the photos in your Picasa albums are displayed. Find the photos you want to use in the product and select their check boxes. 6. If you expect to use an image again in the future, select the Save file for later re-use check box. 7. Click Add Files. 8. After the files are downloaded, click Done. The images you downloaded are now displayed in the Photos pane. Once an image is in the Photos pane, you can drag it to an image placeholder box. To download an image from Dropbox 1.
Use saved mages If you have saved images in your library (ones that you previously uploaded/downloaded and saved, or images that you uploaded directly to the library), you can add a saved image to the product you are personalizing. 1. Click Add Photos. The Add Photos window opens. 2. Click Saved Files. 3. Select the image you want to use and click Add Photos. The saved image that you selected is now displayed in the Photos pane so you can drag it to an image placeholder box.
Editing images in DSFdesign Studio products Some images in DSFdesign Studio products can be edited, for example, cropped, rotated, or sharpened. RGB images in JPG or PNG format can be fully edited as long as their resolution does not exceed 2,880 x 2,880 pixels; if the resolution is higher, you can just crop the images. CMYK images in JPG or PNG format can be cropped. You can also crop images that are in PDF, EPS, or SVG format.
3. 4. 5. 6. • Exposure – see page 85. • Tint – see page 86. • Saturation – see page 86. • Sharpen – see page 86. If you make a change and do not like the results, click Undo on the toolbar. To go back to the change again, click Redo. If you make several changes and decide you want to go back to the original photo, click Reset on the toolbar and then click Yes to confirm that any changes you made will be discarded.
warning triangle is displayed in the lower right corner of the image when you close the Edit Photo window and view the product.) 3. To size the cropping rectangle any way you want (without the width to height ratio staying the same), select the Allow free form selection check box. You can now create narrow or wide rectangles. 4. Drag the corners of the rectangle so the area you want to keep is surrounded by the rectangle.
If the Allow free form selection check box is cleared, the rectangle always maintains the original width to height ratio no matter what its size. Rotating images You can turn images around either to correct their rotation or to change their rotation for a different effect. You can rotate by 90 degrees or flip images horizontally or vertically. When you rotate an image in the Edit Photo window and save the changes for future use, the image is saved with the changed rotation.
2.
Correcting red eye If the eyes in a photo have red pupils, you can correct this so the pupil appears black. 1. Click Red Eye on the toolbar of the Edit Photo window. 2. Use the Zoom slider to enlarge the eye that is red. (This makes the next step easier.) 3. Click the red part of the eye and drag so the red is covered with the white rectangle. (Be sure not to include any red outside the eye, or it will also be changed to black.) 4. Click Apply to the right of the Zoom slider.
Changing brightness and contrast You can lighten and darken your images or increase the contrast between light and dark areas. 1. Click Brightness/Contrast on the toolbar of the Edit Photo window. 2. To lighten or darken the image, do one of the following: • • Use the Brightness slider. For finer (more gradual) changes in brightness, increase or decrease the number below the slider. 3.
Tinting images For a special effect, you can infuse an entire image with a color of your choice, for example, tint it blue. 1. Click Tint on the toolbar of the Edit Photo window. 2. If necessary, drag the Color Saturation slider. 3. Click Choose Color and then click a color on the color circle. Click a color to select it as the tint. 4. If you do not like the tint, click Reset. Changing saturation Saturation affects the vividness of colors in an image.
Formatting text or shapes When you add your own text or shapes to a DSFdesign Studio product you can always format those objects, for example, change the font of text or the fill color of a circle. If the text or shape was part of the original product, your ability to format it depends on the product. For example, you may be able to format a line in the product but not the text. Just click an object to find out if you can change it any way. A toolbar of buttons is displayed if you can change an object.
3. As you move an object closer to another object, faint blue lines are displayed temporarily. Use these lines to help you line up the objects by their edges or centers. If you want to move several objects at the same time, you can group them and move the group instead of moving each object one at a time. For information about grouping, see page 90. Re-sizing objects After you select (click) an object, small squares called handles are displayed around the object.
If you want to rotate several objects in the same direction at the same time, you can group them and rotate the group. For information about grouping, see page 90. To rotate by using the tool palette 1. Click the object you want to rotate. 2. Click . The tool palette opens. 3. When Rotate is set to 0, the object is in its original horizontal state. Negative numbers rotate the object to the left and positive numbers rotate it to the right.
You then decide to place a grey rectangle over these two objects to serve as a background. When you do so, however, the image and text are no longer visible. You can then decrease the opacity of the rectangle so the text and image are visible. Doing so also mutes the color of the rectangle. If you do not want to mute colors, you can move an object to the back or front of other objects.
To group objects 1. Click the first object you want in the group, press Shift, and click the other objects you want in the group. They are now all enclosed in a rectangle. Rectangle encloses the objects in the group. You can also group objects by clicking one object, clicking clicking the other objects you want in the group. , clicking , pressing Shift, and 2. Do any of the following: • • • Move the group by dragging it when the pointer changes to . Rotate the group.
Variable Data Products (VDPs) Variable data products (VDPs) may include business cards, note cards, invitations, or promotional flyers that you personalize by supplying data such as a name and address and/or by adding an image. The site provides the basic product (such as a business card) and you personalize it. DSFdesign Studio products are another type of product that can be personalized; such products may also be available for order on the site.
In Visual Product Builder, you work in a window with two panes: Personalization and Product Preview. Initially, the Personalization pane is open and the Product Preview pane is minimized (closed). After you enter or select the data for personalizing the product, you review your personalized product in the Product Preview pane. For tips about working with the two panes, see “Tips for working with the personalization and product preview panes” on page 96. Provide required information 1.
Personalize the product How you personalize a product depends on the product you selected. If you must complete a form For some products you must complete a form (there is no data to select). • Enter information in the fields that make up the form. Be sure to complete any required fields, identified with a red * (asterisk). If you can select existing data For some products, you can select information from a data source such as a company address book or other list.
The Fill from Data Source window now shows how fields in the data source are mapped to fields in the product form. 4. Review the mapping and, if necessary, correct it by selecting a different field in the Datasource Name column. (The Sample column helps you see how data is being mapped.) 5. When you are satisfied with the mapping, click Fill Form. The data you selected from the data source is now displayed in the form. 6. If you want to make any further changes to the data, edit it directly in the form.
If print options are available • If the left-hand pane includes print options (for example, a choice of color/B&W or of media), make your selections. Preview the product After you personalize the product with your data, you must preview the product before you can add it to the cart. 1. Click Update Preview. The Product Preview pane now expands and displays your product. 2. Zoom in or out using the - or + zoom buttons. To restore the preview to its original size, click . 3.
You can control what is displayed like this: • If a pane is open, click its title bar to close it; if a pane is closed, click its title bar to open it (in a split window). Alternatively, to close a pane, right-click inside it and select Close Personalization Panel or Close Preview Panel. To open a closed pane, right-click its title bar and select Open Personalization Panel or Open Preview Panel.
Personalize the product 1. When information already exists for personalizing the product, a Select Data Source field is available. a. In the Select Data Source field, choose the source of information you want to use and click View. A list of selections (records) is then displayed as shown in the figure below. Instead of selecting information from a data source, you can always enter information directly in the fields in the right-hand pane (Street Address through Zip in the figure below). b.
Preview the product Before you can continue with the order process, you must preview the product. 1. Click Update Preview (above the Personalization area) to see an image of the product. 2. To see the product in its actual size (in a PDF), click Full-Size Preview. 3. If the product looks correct, click Next to continue to the review step. Otherwise, make any necessary corrections. Review and add to cart 1. Review the summary of your order (including print options). 2.
For products that are personalized in one batch, the information is typically in a data source (for example, an address book that your company makes available); you select what you need from this data source. You may also have the option of creating your own data source based on an external file. In addition, for some products you can upload images to personalize the product or select images from a gallery. Provide required information After you click Begin for a batch VDP: 1.
6. To the right of the Select File field, click Browse to locate your file, make sure the Type and Field Delimiter are correct, and click Upload File. All the records in the file you uploaded are automatically selected. If you want to exclude a record, return to your template file, delete the record, and upload the file again. 7. Review the data to make sure it is accurate (free of typos and errors).
Personalize and preview product 1. If the product includes an image, either click Upload Image to provide your own image or click Select from Gallery to choose an image from a gallery of available images. (What you can do depends on the product.) 2. Use Go to Record or Prev/Next to see the personalized data for different records (based on what you selected from the data source). If you notice an error in the data, you can click Batch.
Shopping Cart and Checkout After you add products to the cart After you click Add to Cart to place a product in the shopping cart, you can either continue shopping or review the contents of your cart and start the checkout process. Checkout involves the following: • • • • • Reviewing or providing due dates and times. Reviewing the contents of the cart. Specifying the recipient(s) for the order.
1. If necessary, use the calendar to select the Due Date & Time. (This may be calculated for you automatically and/or the calendar may not be displayed. If the calendar is not displayed, you will see the due date when you review your order later.) If you select a date and then add other products to the cart or if you exit the cart and then return to it, you will need to re-select the date you want. 2. If rush delivery is available, a message informs you.
Depending on the print shop, the turnaround time may be displayed under each item in the cart. In addition, a handling charge may be displayed under the subtotal. Note that a handling charge is always per recipient so if the handling charge is $10, and you specify three recipients, the total handling charge is $30. 3.
In another example, suppose that you have two non-print products in the shopping cart - product A ships in a base quantity of 20 and product B in a base quantity of 10. You have two recipients for the order. By default, each recipient is set to receive 20 of product A and 10 of product B. You want the first recipient, however, to receive 8 of product A and the second recipient to receive 12 of product A (splitting the base multiple of 20).
4. On the Review page, check your order and make any necessary adjustments (for example, edit recipients). 5. Click Place My Order. The Order/Quote Confirmation page opens with your order confirmation. 6. Click Print this Page to print the order confirmation for your records. If the order requires a price quote 1. If any item in the order requires a price quote from the print shop, no payment is required at this time; just click Next.
2. On the Review page, check your order and make any necessary adjustments (for example, edit recipients). 3. Click Send Quote Request. The print shop will send you a price quote by e-mail. 4. When you receive the e-mail, log into your account and either decline the quote or accept the quote and then continue with the payment and placement of the order.
Re-Ordering Products If the print shop allows it, and you want to order a product you ordered before, you can go to your order history and re-order the product without having to enter all the details of the product again. 1. Either click Order Status in the navigation bar or click My Account in the navigation bar and then click My Order History. The My Order History page opens. 2. Find the order you want to place again. 3. Click Reorder. The Shopping Cart page opens so you can check out as usual. 4.
Section 4: Management This section will answer the following questions: How do I manage my address book? Can CSRs place orders for buyers? Can I check the status and history of my orders? How do I approve or reject a price quote from the print shop? How do I review and act on pending approvals? How do I view and use my saved jobs? How do I track my spending account usage? Managing Your Address Book By keeping an address book, you can avoid entering an address each time you want to ship
To edit an address in your address book 1. Click My Account in the navigation bar. 2. Under My Account, click Address Book. The Address Book page opens. Enter name you want to find. Click to select address. 3. Select an address (by clicking its button) or search for an address by entering a name or partial name in the field to the left of and then clicking . 4. After you select an address, click Edit. 5. Change the contact information as necessary.
Checking Your Order History and Status You can review your order history and check the status of your orders at any time. Sometimes, you may need to approve a price quote before an order can be processed. Depending on the print shop, you may be able to reorder jobs or cancel orders while reviewing your order history. To check your order history and status 1. Either click Order Status in the navigation bar or click My Account in the navigation bar and then click My Order History.
The order confirmation includes the following information: Item Description Order Number The number the system assigned to your order. Requested Due Date The date and time you asked for your order to be done. Submitted on The date and time on which the order was placed. Submitted by The name of the person who placed the order. Order Status The status of the order as of the date and time shown.
If a Quote Needs Your Approval The approvals covered in this section are approvals required for your personal orders. If you are an approver for a print shop or company, see “(Approvers Only) Handling Pending Approvals” on page 116 for instructions on acting on orders that are pending your approval. Some products require price quotes from the print shop before an order can be placed. In this case, the print shop evaluates the job and provides you with a quote by e-mail.
5. To decline the quote, provide a reason for declining it (to help the print shop provide better customer service) and then click Decline. Declining a quote is permanent. The print shop will not be able to re-quote a price for the order. (Approvers Only) Handling Pending Approvals If you are a designated approver (for a company or print shop) you must review any orders that are pending approval and handle them by approving or declining the orders.
3. Review the price for the order. 4. By default, e-mail is sent to the buyer after you accept or decline the quote. If you do not want email sent, clear the Send e-mail notification to buyer that approver has updated this order check box. 5. To approve the order, click Approve to the right of Accept Quote. 6. To decline the order, enter a reason in the box under Decline Quote and then click Decline.
5. To delete a saved job, click . 6. If the Reset button is available (as in the figure above), the saved job has exceeded the retention period defined for saved jobs on the site. Click Reset to add 90 days from today to the retention period for the job. Tracking Your Spending Account Usage A spending account is an account with some amount of money in it that you can use to make purchases on the site for a specified time period.
Glossary A additional services: Various post-printing services performed on a printed job (for example, trimming, folding, drilling, stapling, laminating, perforating). address book: The names and addresses of your contacts. You can select these during checkout. approval: (1) The process of approving a quote you receive from the print shop for an order you placed. (2) The process of reviewing and authorizing an order by a designated person (configured for the print shop).
DSFdesign Studio products: Products that you can personalize by positioning and sizing text, images, and shapes; adding new text, images, and shapes; editing and formatting text; or enhancing images. due date/time: The date and time you want the finished order to be produced (ready for pick-up or shipping). duplex: The process of printing the job on both sides of the media (also called double-sided or duplex) versus on one side (also called single-sided or simplex).
L lamination: The coating applied to paper for durability and/or appearance (for example, gloss or matte laminate trimmed to paper edge). login: The process of gaining access to the site by entering a user name and password. logout: The process of ending a session on the site. M mount: The backing for the print job (for example, foam core black or gator white).
print shop: A place that handles the orders placed on the site, for example, a print center, copy shop, or warehouse. PrintMessenger: A utility for converting documents on your computer to PDFs and uploading them to the site. product: An item that is available for ordering on the site. Many products can be customized with your content and print specifications. Some can be personalized with your data or images. profile: Your site account and contact information.
storefront: The web site for a print shop or fulfillment center that provides online shopping and other opportunities for online customers. subtotal: The price of an order (or item within an order) minus taxes, shipping, and handling fees. T tabs: Divider sheets with edges that extend beyond the trim size of the document, used for labeling sections of a document. tint: In images in DSFdesign Studio products, the ability to infuse an entire image with a color, for example, tint it blue.
Index accessing the site, 9 account contact information, 11 creating, 10 editing, 18 adding addresses to address book, 111 files, 43 images to DSFdesign Studio products, 67, 70, 75 objects to DSFdesign Studio products, 69 special pages, 30, 42 tabs, 31, 43 text to DSFdesign Studio products, 69 address book managing, 111 VDPs, 94, 101 approving/declining job quotes, 115 orders, 116 Background Uploader, 37, 40, 52, 56 canceling orders, 114 cart, 103 changing.
tinting images, 86 ungrouping objects, 91 zooming, 67 due date, 104 editing.
DSFdesign Studio, 65, 66 finding, 22 fixed-content, 35, 39 kits, 63 personalized, 65, 99 quotes for, 22 re-ordering, 109 reviewing in cart, 104 selecting, 22 superwide format, 37, 56 VDP, 26, 65, 92, 97, 99 Visual Product Builder, 26, 92 profile. See user profile promo codes, 104 proofing.
