User Manual Quickstart Designer Side Buyer Side File Dialogue Top Menu Bar Template Context Menu Settings Menu Frame Context Menu Document Context Menu Print Dialogue Scope Conflicts Video Tutorials General Concepts Buyer Side Buyer Side Appearance Settings Sticker Snippets Layout Snippets Engraving Styles and Form Fields Flex Designs Sub Documents Scripting Workflows Template Types Frame Features Resources Account Portal Style Reference Integrations Woo Commerce Shopify Bubble Hp Site Flow 3D Api Reference Authorization Tokens Embedding The Editor Custom Integration Backend Api Price Display Glossary Changelog Bugs Limitations Acknowlegements

Quick Start

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

Buyer Side

With 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, you can easily switch between the Designer and Buyer Side views by clicking the Shopping Basket icon, located on the right of the top menu bar.

You can Zoom with keyboard shortcuts CTRL + and CTRL -, your mouse CTRL + scroll wheel, or by simply pinching on the trackpad.

Read our in-depth chapter about the Buyer Side here!

File Dialogue

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

The File Dialogue opens with the Recently Saved Templates tab on the left preselected. This provides you with easy access to your most recent work.

But first, let’s switch to the Open tab and have a look at some additional Printess management options.

Portal Overview

Templates are organized into folders with the current user being the uppermost folder. You can create, rename, or delete folders using the respective icons on the top left toolbar.

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

You can search for previously created Templates with the search box, located on the top menu bar - just right of the Printess logo. Any matching search results are shown underneath the search box. Clicking on a Template will display a path preview to the right where you may open any saved document from within the Template.

Portal Overview

A Template can also be opened directly from the search results.

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

On the top left, you will see the currently logged-in user. Here you can also check out our many available premade Templates. From Photo Products to Cards & Invitations, all the resources within these example Templates are free to use.

Creating a New Template

In the New tab directly under the user icon, you can select the Template Type, page size, and create a new Template. When selecting page size from the drop-down don’t worry, this can be easily changed at any point later on with the Template.

New Template

Alternatively, you may also select one of our pre-built example Templates as the basis for a new document.

Either way, when a new Template is created the File Dialogue will close and the Editor opens up in Designer Side.

Top Menu Bar

Top Menu Bar

Undo Redo
On the left side of the top menu bar, you can Undo/Redo previous operations. This may also be done by keyboard with CTRL-Z for Undo and CTRL-Shift-Z for Redo.


In the center of the top menu bar, Printess displays the name of the currently opened Template (a new Template will be displayed as [Unsaved Template]). If a Template from another user is opened you will see the user of origin in a circle to the left of the Template name.

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

Template Context Menu

This menu contains the following actions:

File Context

Note: Don’t continue working in this Editor, it is for checking past work and any changes made will be overwritten on save unless the document is saved as a new Template.

Settings Menu

Settings Context

The Settings Menu (located on the right of the top menu bar) gives you control over various important Template-wide settings:

Show Smart Guides: Enables or disables the Smart Guide positioning aid. This useful aid can snap frames to edges or maintain a user-set distance to other frames as you move them around.

Show Grid Lines: This displays a grid onto which all frame positions and sizes will snap whenever you move or scale frames.

Grid Gap-Size (actual): Sets the size of the grid.

Show Layer Matrix: This opens the Layer Matrix settings on the bottom of the window. Learn more about Layer Matrix here.

Show Database: This opens the Add Database option at the bottom of the window. Here you can load data from a Google Sheets Share-Link.

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

Show Exchange IDs: Shows labels for Exchange IDs (used for content persistence when changing layout Snippets).

Show UI Hints: This enables or disables UI hints.

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

Buyer View Appearance: Opens the Buyer View Appearance settings menu which lets you fine-tune various Buyer Side UI elements with powerful customization options.

Template Type (__): Shows the current Template Type. Selecting this will open the Template Type menu where you can merge Resource Libraries, add Dropshipper info, or change between Design, Library,and Base Templates.

Template Preferences

Show Page Thumbnails:
This enables or disables the creation of thumbnails for the Template - This can save time when working with large documents.

Show Frame Borders:
If switched on, all frames will have visible borders on the Design Side. This is especially helpful for adjusting text frame layouts where the border is normally not visible.

Frame Context Menu

Whenever a frame or multiple frames are selected, right clicking on them will open the Frame Context menu.
Frame Context

With the Frame Context menu, frames can be reordered to the front or back, the spacing between them changed, spacing relative to the page can be set, or they can be aligned.
Read more about arranging and alignment here.

You can also copy and paste frames here.

Pro Tip: In Printess, frames can be effortlessly copied between different documents and Templates. When a frame is copied it will automatically add its resources (images, fonts, and colors) to the document or Template it is copied to.

Frames can also be grouped together which is quite important for the Buyer Side.
Read more about Buyer Side Grouping here.

Set as Paste Board allows you to select a frame and define the dimensions of the Paste Board.
Read more about the Paste Board and this function here.

Document Context Menu

With Printess one Template can contain several documents serving different purposes. If you want to create special output layouts, previews, or product thumbnails Printess helps make this fun and easy by allowing for separate documents.

Pro Tip: Sub documents make it a breeze to replicate one central design across all documents in a Template. This lets you avoid maintaining graphics across several documents!

To do so, just right-click on a document name in the title bar to open the Document Context menu.
Frame Context

Here you can set the document type:

Merge Pages:
When a Template document is merged with another document the page content of the merged document will be incorporated into the target document. Pages that do not exist in the master document will not be added.

For more complex Templates, it may be beneficial to merge multiple documents in one merge. To enable this feature you must:

  1. Execute the merge without naming a document.
  2. The target (master) Template will need to have at least one additional merge target document with Is Merge Target switched on, as shown below (in addition to the primary document, which is always marked).

Buyer View Appearance

The order of merging is determined by the order of documents in both the source and target Template. If there are more merge target documents then source documents Printess will simply loop over the source documents and repeat merging for all defined merge targets.

When initially merging documents there is the option of merging designs as layout Snippets (so that they get removed later on if the Buyer switches the layout). This is controlled by the mergeMode property. Read more here.

In this same menu you can also rename, duplicate, or copy paste any document into another Template!

Icons beside the document name will also indicate these and other properties of the document.
Frame Context

From left to right: is editable, price group set, gets size from Form Field, is Template thumbnail, is merge target.

The Create Print Files Dialogue is used to define the render settings for when a Buyer selects “Add to Basket”. To open this menu, select Render Output File(s) from the Template Context Menu.

Print Files Dialogue

Render Production File(s): Selecting this will render a production file with the options above.

Save: Saves your production render settings.

Open SaveToken: This option is available on the Buyer Side Print Dialogue. To open this menu and access the Open SaveToken feature, select Add to Basket while on the Buyer Side.

Open Save Token

Selecting this will open the current “Buyer-State” of the Template on the Designer Side in a new browser tab. To work with this Template, it must be saved under a new name and reopened from the File Dialogue, or else the original will be overwritten.

Note: Don’t continue working in this Editor, it is for checking work and any changes made will be overwritten on save unless the document is saved as a new Template.

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 Printess 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 and Buyer Side configurations.

Learn more about Frame Features here!

Each frame can have multiple frame features. A frame feature may be an image, text, text on a path, shape, or sub document. These various frame features can 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 left side of the heart.

Features Example

Auto Save (Don’t Panic!)

As you edit a document, Printess constantly auto-saves any changes in the browser storage. So if you happen to accidentally close the browser, or if a fatal error occurs, don’t panic because in most cases a backup exists. This is true even with new and unsaved documents.

To recover an unsaved document, you just need to open the Editor and close the initial File Dialogue by clicking either the X to the right or the arrow to the left. This returns you directly to your unsaved document, in the state you left it.

For this to work, you need to open the same browser on the same device where the document was last edited, within 24 hours.


Do NOT open or create another document - this will delete your unsaved changes!

Additionally, all previously saved documents will retain their last saved state within the same browser. To access the last saved state just open the document again. If changes are stored, a popup dialogue will appear informing you that unsaved changes exist.

Unsaved Version

If OK is selected the local, auto-saved version is loaded. Selecting Cancel will load the most recent saved version from the server.

Do not press Cancel if the changes might be important! This will load the most recently saved version and overwrite any local changes. Just select OK and you can still reload the document again at any time if you would prefer the most recently saved version.

Scope Conflicts

If you load a document that is already open in another tab within the same browser, Printess will ask you to close the current tab or browser window to avoid any conflicts within the local backup.

Settings Context

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