It is possible to edit or add layouts, or templates for customers to select when using the Online Designer to create designs for their products online. The process is completed on the storefront and not through the admin. The instructions below will walk you through the process.
To manage layouts/templates CanvasBase must be set as your Online Designer tool.
Step-by-Step Guide
Log into your website admin
Visit Main Menu > Settings > Settings Categories > Store Setup > Enable Online Designer and ensure CanvasBase is selected as your store’s online designer.
Now, log into the storefront side of your website with your default admin account credentials. https://store.yourwebsiteurl.com
Visit your account dashboard from your My Profile or My Account area.
Select the Portals option.
Click the EDIT LAYOUTS link beside Use Default Website.
You are now in the area where you can create and manage your custom layouts, or templates, available to customers using the online designer.
By default, the layouts edit capability is only available to the main admin on your storefront. If you wish to have other admin roles (like Designer or CSRs) have the ability to manage layouts, you’ll have to visit Main Menu > Settings > Manage Storefront Settings and click the CanvasBase Online Designer tab to indicate which additional roles have access.
Layout Design Manager Tour
Here’s a quick walk through the various features available on the main layout design manager page.
Top of Page Features
Search Categories & Tags - Just like it says, a way to search for layouts by category or tags. Just start typing and any category or tag including what you type is displayed. Type more and it refines. Select the option when you see what you want to display layouts in that category of classified by the tag.
Design Layouts Statistics - Number of custom layouts in your library and how many are showing per page (this can be adjusted to 12, 24, 48, and 96).
Layout Texts Button - Manage pre-defined texts that can be inserted into layouts using the designer with text options that are pre-filled for the user to select from.
Upload Graphics Button - Upload images to your graphics library.
Library Button - Access your graphics library.
Design Display Filters
Category - Categories can be assigned to categories.
Clicking on the Add A New Category option you can provide more categories to assign to your layouts.
A number beside each category identifies how many layouts have that category assigned.
Clicking on a category label in the Category option area will display the layouts assigned to the clicked category.
Clicking Edit Categories will give you the tools necessary to edit any created category label.
Orientation - Clicking either orientation label will cause only layout designs assigned that label to display.
Side - Clicking a side label will result in only the layout designs assigned that side label to display.
Style & Theme - Design layouts can be assigned style & theme descriptor labels.
Clicking Add A New Style allows you to add more style & theme labels to assign to layout designs.
A number beside each style & theme label identifies how many layout designs have that label assigned.
Clicking any style ant theme label will display only layout designs with that style or theme assigned.
Clicking Edit Styles provides you tools to edit any style & theme labels you have created.
Logo / Photo Area - Clicking the Has Logo or Photo Area will cause only layout design templates which have a blank logo of photo area defined to be displayed.
Colors - Select a color to display only template layout designs identified with that color. Custom colors can be added and you can edit the custom colors.
Design Layout Thumbnail Tiles
Create a new design layout by clicking this tile.
Your created design layouts appear in tiles. Clicking the tile provides you with the choices to edit the layout’s properties (categories, tags, sides, colors, etc.), edit the actual layout design, or if the layout design is assigned to a layout group or groups to edit such group assignments.
A page number identifies the number of pages of layout designs that fit the filtered criteria you have selected.
Visit Adding a Layout to the Online Designer to create a design layout template for your customers to use.