On the landing page of the Template Design, you will see three tabs on the upper left:

• Template: This is where you can create new templates or edit existing templates.

• Variables: This is where you can create new variables or see existing variables.

To add a variable:

• Click on the New Variable Button

• Fill in the details of your new variable.

• Select the type of your new variable.

• Choose the Variable Merge Tab.

• Select any relatedDepartment/s for the new variable.

• Press Submit.

• You have created a custom variable.

To see global variables:

• Click on the Global Button

To see custom variables:

• Click on the Custom Button

• Assets: This is where you can upload new assets like images and where you can download existing assets.

To add an asset:

• Click on the Upload Image button on the upper right.

• Select if it is a staticimage or a backgroundimage .

• Upload the Image into the box.

• Select any related department/s for your asset.

To download an asset:

• Click on the link to your desired asset. It is located on the farthest right of the row. It will download immediately.

On the upper right is your profile icon.

• This is where you can sign out from the Template Design section.

Template Creation/Edit Section:

• Text: This is where you create a paragraph variable.

• To add a paragraph variable, click on the page you want to add the paragraph.

• Click the Add Paragraph button.

• Now you have the Paragraph Variable on your template. Content and Style will also appear on the right for text customization.

• Variables: This is where you add an existing variable to your template

• To add an existing variable, click on the page you want to add the variable.

• Click the variable you want to add.

• Now you have the existing variable on your template. Content and Style will also appear on the right for text customization.

• Elements: This is where you add an existing element or upload an image for your template.

To add an existing image:

• Click on the page you want to add the image.

• Click the image you want to add.

• Now you have the existing image as the background on your template.

To upload an image:

• Click on the Upload Button.

• Upload the image and it will appear alongside the image uploaded successfully message.

• QR Code: This is where you can create a Verification QR code and a Custom QR code which you can add on your template.

To add a Verification QR code:

• Click on the page you want to add the QR code.

• Click Add Verification QR Code.

• Now you have the Verification QR Code on your template. Content and Style will also appear on the right for customization.

To add a Custom QR code:

• Click on the page you want to add the QR code.

• Click Add Custom QR Code.

• Now you have the Custom QR Code on your template. Content and Style will also appear on the right for customization.

• Settings: This is where you can customize your template size, tab customization, make the template flippable, and turn your template into a badge.

To customize your template:

• This is the section where you can change your Paper Size and Orientation

To add a new tab:

• Click on the Add New Tab button.

• There is now a new Tab Section.

To edit a tab:

• Focus your attention on your chosen tab section.

• Edit the tab as you see fit.

To delete a new tab:

• Click on the Trash Can button.

• You have deleted your tab.

To make your tab flippable:

• Click on the flippable button.

• It will change the name of the first page into “Front Page”

• It will create a second page for your tab.

To make your tab a badge

• Click on the badge button.