User Manual Quickstart File Dialogue Designer Side Top Menu Bar Switch to Buyer Side Settings Preferences Buyer View Appearance Resources Panel Frame Features Panel Frame Context Menu Document Context Menu General Concepts Frame Features Resources Account Portal Style Reference Change Log Known Bugs & Limitations Glossary Acknowledgements Api Reference Authorization Tokens Embedding The Editor Custom Integration Backend Api

Quick Start

File Dialogue

After login Printess will start the File Dialogue. Here one can create and manage Templates as well as open previously created Templates for editing.

The File Dialogue opens with the Recent tab on the left selected. This provides you with your last saved Templates giving you easy access to your recent work.

But let us first switch to the Open tab and have a look at some of the additional Printess management options.

Portal Overview

Templates are organized into folders with the current user being the topmost folder. You can create or delete folders using the respective icons located on the top toolbar.

The Templates saved inside of the currently selected folder are shown in the center. Select a Template to open, copy or delete it with the buttons above. Once a Template is selected, the pages saved in the contained documents will be previewed to the right.

To close the File Dialogue, click on the X in the top right.

On the top left, one will see the currently logged in user. Here one may also logout. On the tab to the left, one can create a new Template.

New Template

Select a Page Size from the drop-down (no worries, this can be changed at any point later on) and press the Create button. Alternatively, one may also select any of our pre-built example documents as the basis for a new document. In either case, when a new Template is created, the File Dialogue closes and the Editor opens up in Designer Side.

Designer Side

This is the Printess Designer Side Interface. This mode is where Templates are designed and configured for further personalization by the Buyer.

Editor Overview

Top Menu Bar

Top Menu Bar

Undo Redo
On the left side, one can Undo/Redo operations. This may also be done by keyboard with CTRL-Z for Undo and CTRL-Shift-Z for Redo.


In the center, Printess shows the name of the currently opened Template or in case of a new Template [Unsaved Template]. Furthermore, if a Template from another user is opened one will see the user of origin in a circle.

By clicking on the cloud icon the Template Context menu will open as a drop-down.

File Context

The Template Context Menu contains the following actions:

Switch to Buyer Side

In Printess it is easy to create a powerful and intuitive Buyer Side experience while designing a document, without coding! The Buyer Side is what the end customer will use to configure and personalize their documents. To check the behavior of the Buyer Side, the designer may always switch between the Designer and Buyer Side views by clicking on the Shopping Basket icon.

Zoom can be achieved with CTRL + and CTRL - as well as by simply pinching on the trackpad or CTRL scroll wheel.

Auto Save (Don’t panic!)

While one edits a document Printess will constantly auto save changes in the browser storage. So whenever one accidently closes the browser or any fatal error accurs most likely backup exists. This is true even for new and unsaved documents.

To recover an unsaved document one just needs to open the Editor and then simply close the File Dialogue which intially shows by either clicking the X to the right or the arrow to the left. This will directly return to your unsaved new document in the stae you left it. Do not open or create a another document - this will delete your unsaved state! For this to work one must open the same browser on the same device where the document was edited last within the next 24 hours.

Additionally also all already saved documents will keep their last saved state in the same browser. To access the last saved state just open the document again. If changes are stored a popup dialogue will appear to inform that unsaved changes exist.

Unsaved Version

If OK is selected the local, auto-saved version is loaded selecting Cancel will load the last saved version from the server. Do not press Cancel if the changes might be important. This will load the last saved version and overwrite your local changes. Just press OK you can anytime reload the document again and then decide for the last saved version.

Scope conflicts

If one loads a document which is already opened in another browser-tab in the same browser the system will ask to close this tab or browser window to avoid conflicts within the local backup.

Settings Context

Solution is to simply close the other browser or tab before opening.


Settings Context

The Settings Menu controls various important Template-wide settings:

Show Smart Guides - Enables or disables the Smart Guide positioning aid, which will snap frames to edges or maintain a user-set distance to other frames while moving them around.

Show Grid Lines - This will display a grid to which all frame positions and sizes will snap when you move or scale frames.

Grid Gap-Size (actual) will set the size of the grid.

Show Layer Matrix - This will open the Layer Matrix settings on the bottom of the window. You can learn more about Layer Matrix here.

Show Styles - This will activate small label tags for all frames that have a Style. Multi Line texts will also show labels for paragraph and character styles.

Show Exchange ID - Show Labels for Exchange IDs (used for content persistance when changing layout snippets).

Show UI Hints - This will enable or disable UI hints.

Search in Global Snippets - This feature is useful for multi-user scenarios where a separate global account is used to publish all Templates and Snippets stored in the user’s eCommerce/Shop system. To see all published Snippets in this type of account while not logged into it, enable this option.

List Template Snippets - By default each Template Snippet you create within a Template will be automatically shown in the Snippets Layout tab (a sub-tab located at the top of the Snippets tab) for insertion. If this feature is unwanted, one may simply switch the behavior off by disabling this option.

Show Document Size Form Field - This will enable or disable the Document Size form field with which a Buyer can control the document size (for products with size variations such as signs, posters etc.).


Template Preferences

Template Preferences

Here one can change Template wide preferences.

Show Thumbnails
This enables or disables creation of thumbnails for the template - This can save time when saving large documents.

Show Frame Borders
If switched on all frames will have visible borders on Design Side (This is especially helpful to adjust layouts with text frames where the borders normally not visible).

Show Image Filenames
This enables or disables filenames for images. Filenames will only be shown in the Designer Interface.

Image Filename Example

Screen Image Width
This setting determines the maximum image width loaded on buyer side. Adaptive means the Buyer side UI will load higher resolution versions of the same image in case the buyer zooms into the image up to the maximum existing resolution. In rare situations one might like to limit the maximum resolution for buyer side image previews then select a specific maximum width.

Buyer View Appearance

Buyer View Appearance

In this Dialogue one can influence several genral aspects of the buyer view. To make these settings better understandable, we have added a simulated preview. Just try some settings and see the effect to the right (note: Highlight Editible frames on hover, template title, as well as all designer side settings are not shown in the preview).

Template Title
This allows to set a new template title for the buyer side (by default the template title is the template name).

Show Frame Warnings
Show Frame Warnings

Here one can influence the way the buyer gets informed on validation issues like low resolution images, overflowing text or missing characters. Beside no warning (none) one has the option to show a warning icon (sign) and/or a warning text on top of the frame.
Note that only frames wich have buyer editable content will show warnings.

Here is the outcome of the settings shown for e.g. a low resolution warning (sign and hint, sign only, hint only):

Frame Warnings Example

The following situations will lead to error messages: With warning sign & hint:

Error message at the time of checkout:

Highlight Editable Frames
Here one can define if all editable frames will show a border to the buyer.
never Only the selected element will have a border.
On hover Frames will be shown only if the buyer hovers over the view container (desktop only).
Always All editable frames will be shown by a border.

Show Steps Header
Show Steps Header
This Setting influences how steps are annoted on Buyer side.
(Please read more in the General concepts steps workflow chapter)

Show Step Numbers
The Steps Interface will by default show round numbers beside each configuration step. With this setting one can disable this feature template wide.

Show Frame Icons
If switched on editable frames on buyer side will show an icon with the content type indicated top left of each frame.
Show Frame Icons

Animate Selection Border
If switched on a selected frame on buyer side will get animated with a moving dotted line to markup the currently configured frame.

General Buyer Side
Show Page Navigation, Show Page Buttons are Buyer Side settings with documents scope explained in the General Settings chapter here, they are only shown here as well to provide visual preview.

Resources Panel

resources Panel

The resources panel tab area contains most of the resources used in a Template. In addition to Images, Fonts and Colors there are also special resources such as Styles and form fields.

Learn more about the Resources Panel

Frame Features Panel

Features Panel

The features panel contains all of your tools and settings for creating and manipulating layout elements as well as the buyer side configuration.

Every frame may have multiple so-called frame features. A frame feature might be an image, a text, a text on a path, a shape or a Sub Document. These various frame features can all be integrated within a single frame, providing users with powerful creative combinations.

Example: The frame below contains a shape, an image, a text and a path text. As you can see, the text flows through the heart shape, the image is masked into the shape of a heart and the path text follows the border around the heart.

Features Example

Learn more about Frame Features

Frame Context Menu

Whenever a Frame or multiple Frames are selected, right clicking on them will open the Frame Context Menu.
Frame Context

Here Frames can be arranged into front or back, the spacing between them or relative to the page can get set or they can get aligned. Read more about arranging and alignement here

One can also copy and paste Frames here.

Pro Tip: In Printess Frames can even get copied between documents and Templates without any issues. If a Frame gets copied into another document or Template it will automatically add all its neccesary resources like images, fonts and colors to the document it is copied into.

Frames can also get Grouped which is also quite important for the Buyer side. Read more about Buyer Side Groups here

Set as Paste Board allows for defining the dimensions of the Paste Board by selecting a Frame. Read more about the Paste Board and this function here

Document Context Menu

In Printess one template can hold several documents which can serve diffrent purposes. Normally a document can be edited printed and is also the preview for the product. If one would like to create special ouput layouts, previews or product thumbnails Printess can help in a great way by allowing for separate documents.

Pro Tip Sub documents will make it super easy to replicate one central design across all of these documents. That way you can avoid to maintain graphics across several documents.

To do so right clicking on a documentname in the title bar opens the document context menu.
Frame Context

can set the document type here:

In the same menu one can also rename duplicate or copy paste a document into another template.