Personalizing SmartCanvas Products

SmartCanvas products may include note cards, invitations, posters, promotional flyers, or soft signage that you can personalize in various ways. For example, you may be able to format, move and re-size text, images, shapes, and QR codes, or add and  format new text, images, shapes, and QR codes. What you can do depends on the product you selected. A SmartCanvas product is always displayed against a gray background with a toolbar at the top.

About the Workspace

When you work with a SmartCanvas product, it is displayed on the right against a grey background with a toolbar on top.

         To give yourself more room to work with the product:

         Click at the top left of the docked panel to hide it. The product now fills the entire window.

         To open the docked panel again, click near the top left of the window or click anywhere along the left colored edge of the window.

         Click Edit in Fullscreen in the header to expand the editor along with form fields.

· To exit full-screen mode, press the Esc key or click  in the top-right corner of the window.

         To open the edit mode, click .

         To open the preview mode, click .

         To collapse the Job Details panel, click . To expand it, click .

         In the edit mode:

         To undock the left panel to make it a floating panel, click .

         You can click on the floating panel and drag it to any position on the screen.

         You can position the cursor on the left or right edge of the floating panel and drag to resize it.

         To dock the floating panel to its default left position, click .

         To resize the docked panel, click the right edge of it and drag to expand to the desired size.  

         If the product includes multiple pages they are displayed as thumbnails to the left of the page you are working on.

         Rulers are displayed on the left and top of the product so you can see its size. As you move around the product, dotted lines on the rulers show your position.

         If a product includes margins, they are identified by a pink line.

         If a product includes bleeds, they are identified by a black line. A bleed is an area that extends beyond the margins so that the image can potentially fill the entire page in the final product (with no white showing). If this button is available on the toolbar, you can click to show/hide bleeds. By hiding bleeds, you can see what the product will look like when printed.

         Sometimes, the Personalization pane on the left side of the window may offer a choice of designs so you can select the one you want.

         The Personalization pane may also include a form to fill out. What you enter in the form (for example, a first name, last name, and title) gets reflected in the product on the right.

General Tips

          Save your work at any time by clicking Save at the bottom of the page. This allows you to return to the job later. If you are not registered on the site, you can register after clicking Save (you must be registered and logged in to save jobs and check out).

         Use the zoom controls to see more or less detail as you work.

You can also use:

         CTRL with + or the mouse scroll wheel to zoom in

         CTRL with - or the mouse scroll wheel to zoom out

         Click an object (for example, image or text) to select it.

         When an object is selected, right-click it for a menu of options. The options depend on the context (what is selected when you right-click).

         Use keyboard shortcuts to save time. These depend on what is selected when you use them.

         CTRL+C: copy the selected object

         CTRL+X: cut the selected object

         CTRL+V: paste a copied or cut object

         DELETE: delete the selected object

         CTRL+G: group the selected objects

         SHIFT+CTRL+G: ungroup the selected objects

         CTRL++: zoom in

         CTRL+mouse scroll wheel: zoom in

         CTRL+-: zoom out

         CTRL+mouse scroll wheel: zoom out

         If you make a change you do not like, click on the toolbar. You can undo multiple levels of changes. If necessary, you can click to restore what you undid.

Provide Required Information

1.        The Job Name defaults to the name of the product. If necessary, enter a different name so you can identify the job easily.

2.        In the Quantity field, specify the amount you are ordering. The quantity affects the price. (If the product is ordered in multiples, you are warned if the number you enter is not a valid multiple.)

Note: You are warned if the Quantity you enter is invalid. For example, a product may have a maximum order quantity that you exceeded, or you may have entered an invalid multiple for a product that is ordered in multiples.

3.        Ignore the Pages field; Pages are automatically determined by the number of pages included in your document, and shown here.

Complete the Form

SmartCanvas products can be customized in either Single Mode or Batch Mode.

Notes:

Some Batch Mode products are considered combos because they allow you to enter some common data (single-record) and some versioned data (multi-record). For example, a promotional postcard might include a common message or promo code, but have individually unique recipient addresses.

To learn more about uploading and mapping data for a Batch Mode product, please see the following sub-topics in Personalizing Multi-Record VDP:
-If Uploading Data from an External File
-If a Data Source Is Available
-Check the Data Mapping

Some Batch Mode products are Direct Mail products, which involve additional steps unique to mailings.

To learn more about Direct Mail products, please see Ordering Direct Mail Products.

The remainder of this section covers Single Mode product customization.

If the product includes a form in the left pane, complete it with your information. Some fields may be required. The text that you enter in the form is automatically reflected in the product on the right.

If the form is set up to let you map data from a common data source (such as address book), you can choose the data source from the Common Data pull-down list.

         Click a data source from the pull-down list to open the data source (e.g., the Address Book). You can then choose any item from the list and click Mapping to map the data to the form.  

         To change the Profile Image, click the Change link beside the image to open the gallery from which you can select another image.

A form may also include lists of choices. For example, if you are personalizing a card for a landscape design business, you may get a list of specialties.

A form may also include images. Click an image to replace it with another image.

Personalize the Product

By default, you will be in edit mode when a SmartCanvas product opens. The changes you can make to the product depend on how it was configured. You may be able to do the following:

         Change document settings, for example, overall size or margins.

         Work with text, for example, add, edit, or format text or headlines.

         Work with images, for example, add or change an image.

         Work with shapes, for example, add or edit lines, rectangles, or ellipses.

         Work with QR codes.

Note: If the product includes more than one page, make sure you personalize each one.

Select Print Options and Preview the Product

If print (finishing) options are available for the product, you can select them when you are in preview mode.

1.        Click Preview in the left pane. The product is displayed on the right.

2.        If Print Options are listed in the left pane, make your selections.

3.        For a summary of your selected options, click Review My Job at the top of the window. The Job Summary window opens with information about the options you selected.

4.        If the product includes multiple pages, preview all of them.

Tip: To see more pricing details, move the pointer over the Unit Price area at the bottom of the window. (A pricing summary is not available for all products.)

5.        To make any further changes to the product (for example, to text, shapes, or images), click Edit in the left pane.

Add Product to Cart

1.        When the product looks the way you want, click Add to Cart.

2.        If asked, click I Agree to indicate that you have proofed the product.

3.        Proceed with the checkout process when you are ready.

See also

         Working with objects in SmartCanvas products

         Working with images in SmartCanvas products

         Working with text in SmartCanvas products

         Working with shapes in SmartCanvas products

         Working with QR codes in SmartCanvas products