Your workflow rules!

Printess knows that concepts for selling, editing and finally production of a personalized product are different for each product, business concept and production workflow. That’s why we did not implement a one size fits all workflow and are flexible from the core to match every detail of the necessary workflow. This is especially important if thousands of templates need to be created and maintained.

In this Chapter we will discuss the following options to shape the workflow for your project or product type.

Editing Workflows

Production Workflows

Editing Workflow

Customizing the Editor (for Buyer Side)

Printess allows for customization of the buyer side editor on different levels.

The most easy and hassle-free approach is the customization options in the Account Portal (read more).

There you can set a style, define colors and up from the medium plan even change the editors branding & startup animation.

The styles are based on well known bootstrap themes so that every web developer can even do further customizations by providing a custom css file.

Here is an example of a styled buyer side interface:

Save Token Workflow

If that is not customized enough, you can even build your complete custom UI using the editor as a view port only. For this Printess has built a complete editor API (JS-API) which will raise an event in cases where a user selected an editable element and will tell exactly what can get changed.
Please have a closer look on how to build your own UI for the Buyer Side here

Configuration options:

The right customization approach depends on the product and your user base. Thats why Printess features different approaches for configurations and allows to test them fast.

Form Driven Editing

Form Based

Define input fields for the values used in a document. This is especially useful if one value gets used several times across a document or the document has a lot of global configurations anyways.
Please also see chapter Styles & Form Fields and Chapter Buyer Side.

Step Based Editing

Form Based

Sometimes a step by step approach is a good way to make sure a document is configured in full - especially if it has non-obvious configuration elements. The step by step configuration option will not only guide the user through the configuration, it will also zoom to the currently configured point of interest. This is especially useful on space limited mobile devices.
Steps can also be set to switch between documents. This allows configuring a document before it is placed in e.g. an Avatar. Another use case is using the steps method to configure a document and in the last step switch to a preview document showing a photorealistic preview of the product.
Learn more about step based configuration in the Buyer Side chapter.

Selection Based Editing

Selection Based

Documents with obvious configuration works best by simply selecting an element and then customize the selected element. This is a useful approach for documents with many configuration points on the pages. Except for rich text editing in the desktop interface, configuration options for the selected element will be shown depending on the allowed changes for the selected element or group. Learn more about buyer side configuration options and groups in the Buyer Side chapter

Free edit and Snippets

Form Based

Snippets can either be used as the basic building blocks like text frames, images or special headlines. Or they can be used as complete configurable design elements - so called sticker snippets - a user can insert on a page. Snippets are ideal if one would like to present a free design option to buyers which is still easy to use but creates good looking products.

Another way of using Snippets are the so called layout snippets which define complete layout options for a page e.g. for Greeting Card inside pages or Photo Book pages.

Learn more about Sticker Snippets and Layout Snippets in their respective General Concept chapters.

Document Options

The simplest configuration - one configurable primary document in a template - offers already a lot of options. Whenever configuration gets more complex e.g. configured elements gets used on several pages, special output documents are necessary, photo realistic previews should be shown - Printess has several options to conquer these complex needs. Using the sub document feature you can use other documents on pages - much like an image - but these sub-documents are still configurable. With the steps interface such sub documents can even be set up in first to get the get used the main document.
Learn about Sub Documents here!

Merge Documents

Our unique merge workflow helps to keep maintenance costs for your ever growing library of templates low by separating reused pages & resources from the unique ones.

E.g. whenever one has products containing several identical pages across many products. As an example for this have a look at a proposed greeting cards workflow.

Merge Document Workflow

In this example the final document to edit for the buyer is created by taking the Greeting Cards Master Document and merging the buyer selected artwork template on Spread 0 and the cards back template to Spread 2.

The Greeting Cards Master template will not only define the inside pages (which could have been merged as well) but also defines the available buyer colors, buyer fonts, form fields, styles, the final bleed, the pasteboard, usable Snippets, and the basic Buyer Side behaviors like Multi Line text edit mode. This helps to keep your products maintainable. If e.g. an additional font should get added to all products one would only need to edit the master document and not all product artworks.

Merging of templates can also be tested for up to three merge templates directly in the editor by supplying the parameters in a URL (the API does not limit the amount of merge templates). To let this work the browser needs to be logged into the editor and the account the templates to be merged are in.

An example merged URL looks like this:

These are the Parameters:

The Editor will open the master template and merge the additional merge templates creating a new merge document which can be tested.

Notice this URL method is for testing purpose only (during design phase) - in the real shop workflow this is done by the merge Templates parameter when starting the buyer side editor (see below). Learn more about merging templates in the embedding the editor chapter.

Merge Documents also allows for merging image, color and font lists into your buyer side documents right before editing. Making it super easy to control the available resources centrally without touching thousands of templates. Read more on how to control what resources get merged from a source document here.

Test Merges Documents

Printess also has a convenient way to test your merge workflows via the Generate Test Link Menu. Just add a Master Template and optional additional merge documents and generate yourself a Test-Link. For each document you additionally have the choice to use the Published version or the actual save state.

Merge Document Workflow

Pre-filling Data

Especially in B2B portals documents sometimes need to get prefilled with data. This is the workflow of choice if data is already known or asked before configuring of the document happens. In these cases a document can be built with Form Fields and these Form Fields can be prefilled when starting the editor.
Learn more about writing and reading form field values here.

Example Business card document portal:

Business Cards Example

Data Driven Workflows

Customized products are often sold via platforms which do not allow to integrate an editor. In this case the personalization workflow must be based on pure data input.

Data Driven Workflow

If you are allowed a preview image then rendering this via the Printess backend is an option to at least show the result after customization.
If multiple channels with different abilities should get served one can also build templates which are dual use - they can get either configured graphically via the editor or used in ‘trade-mode’ and get filled by form field data. This avoids maintaining several graphically identical documents just because different customization methods are needed.

Reopen Edited Documents

Save Token Workflow

The Save Token Workflow as illustrated above makes it easy to integrate Printess into any desired workflow and systems. Whenever a document is edited on buyer side the editor will return a save token and if needed a thumbnail of the final state when exited. This save token can be used to create high resolution print files or it can be used to reopen the configured state in the editor either from the shopping card by the customer or in case of a customer complaint in the service department. In any case the document can then be saved again creating a new version and a new save token.

Production Workflow

Separate output documents

Save Token Workflow

In Printess Design can get separated from Output. With the use of sub documents one can directly place a design into a separate print document which might look different or has additional elements to it. Using a Sub Document the output of the print document will always represent the customized or designed artwork.

Production Master Merging

Much like in editing documents can get merged onto a production master document which may add barcodes, production markers and will also define size, bleed, and other important output properties. This is done prior to rendering so these merged documents can still contain variable elements.

Add Late Binding Data

Some data, such as the order number of a product, simply do not exist at editing time so it needs to get added at production time. This can get achieved by adding Form Fields to the document which can get filled at production time when the order number is known.

Impose Output Pages

After rendering the output pages can be rearranged, combined or rotated to create ready to print documents. This is useful if you want to output portrait greeting cards rotated or whenever the edited document orientation does not match the necessary output.

Connect your Shop Floor Software

Connecting your shop floor software to Printess can be done by implementing a few easy commands and callbacks. Every job in Printess is handled completely asynchronous. So once a production order is placed your shop floor software will receive a callback once the job finished. Output data will be held in the cloud and can therefore easily get distributed between different fulfillment centers keeping your internal network load low.
Click here to learn more here about our backend API and commands.