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Add and Edit Stationary

This section gives an overview on adding or editing stationary projects in the system.

Getting Started: Create New Project

  1. Log into your system > open a record > click Print On Demand.

  2. Click Add Stationery to Project.

    1.      Print On Demand - FrontRunner's Blank Stationery

    2. Hybrid Stationery - FrontRunner's Pre-Printed Stationery

    3. Pierce Window Book Line

    4. Pierce Premium Line

    5. Pierce Standard Line

  3. Select a product.

  4. Select a theme. 

Once a theme has been chosen, your project will appear listed in the Project Browser and you can now Edit/Print. The project opens up with the background theme loaded onto it. 

Editing Your Project

Below is some information about some of the features within your project.

  • The orange buttons in the top left of the project indicate your options for saving your project.

  • When you click Save in the top left, there will be two buttons that will appear below.

    • The Project button will save your project to the current record you are working in.

    • The Template save option will create a template for use in other records. This is useful if you build a stationery item that is customized for your firm, that you'd like to have for use again for other clients etc. For more information on setting up custom templates, see below.

  • The Print button will save your stationery project as a PDF document and download it to your computer. You can then print a hard copy. More information on printing and printer settings is found below. 

  • The Theme button will allow you to change the background design theme of your project.

  • Any edits you make, you have the option to undo or redo an action.

  • There are 3 tabs to the left:

    • Pages: will display all pages for the project you are working on. Some only include the one page. If you see more than one, you can click on the others to view/edit.

    • Fields: allows you to add fields onto your stationery that pull the data from the record. To learn more, refer to the Adding Text Fields section below.

    • Photos: will display all the photos from the record's photo library. 

Editing Text

For any text fields that are already on the template, you can simply double click to edit the text and type in your new text or edits.

If making changes to text that had information pulled from a record, the changes will not write back to the system. If you need the information to update within the record as well, make the changes in the record, then refresh the stationery and the new information will populate.

Adding Text Fields

There are two options for adding text fields:

  1. Add a field to pre-populate the data from the record.

    1. Click the Fields button to the left.

    2. By default the filter is set to "most common" fields. Use the drop down and/or search box to narrow down your results. Adjust the filter to "all" if you are unable to find the field.

    3. Once you have found the field you want to add, click on it and drag it to your stationery project. Make sure to place it where you want it to appear on the stationery.

    4. Once it is on the stationery, it will automatically change the name of the field to the data from the record.

    5. You will see buttons above allowing you to adjust the alignment. This only aligns the text within the field, NOT the field on the project.

    6. When your field is clicked on, you will see little boxes along the outline of your field. You can click these to make your field larger or smaller. Make sure you do not go outside of the background image or dotted lines.

  2. Add your own text field, which would not pull from the record. This can be either data you manually enter or a poem.

    1. This is used if you want to add your own custom text.

    2. Click Insert and then Add Text

    3. A new text field will appear at the top left of your project.

    4. Click on the field and drag it to where you want to place it on your project.

    5. To edit your field, click on it and then the “Text Tools” menu will become available.

    6. Click on the arrow to the right of tool bar and a window will open.

    7. Enter your desired text in the box that says “New Static Text”

    8. When you close the Static Text window, you will see the text update on your field. From there, you will see buttons above allowing you to adjust the alignment. This only aligns the text within the field, NOT the field on the project.

    9. When your text field is selected, you will see an outline which you can click and drag to adjust the size. Make sure you do not design your project outside of the background image or dotted lines.

Adding Pages (for Register Books only)

  1. Click Insert > click the Page button.

  2. Select a page you want to add to your project, by clicking the + sign.

  3. It will then open that page on your project in which you can edit if needed.

Any page you add, by default, will be at the end of your project. To move it, refer to the Pages section found on left. Scroll to the bottom of your pages. Click on the page and drag it up to where you want it.

 

Adding Photos

Photos can be added to stationery items in two ways:

  • Some stationery items have 'frames' added onto the stationery already, which act as a placeholder for a photo. In this case, you simply need to click the frame on the stationery piece which will bring up the photos associated to the record on the left. Click the photo you'd like added to the frame and it will appear on the stationery. 

  • Using the menu on the left, select photos and click and drag a photo onto your stationery item. By default, the photo will be a rectangle with a transparent frame, however this can be adjusted. 

If you need to upload a photo that is not already available on the record, you can upload it from within the print software:

  1. Click Insert > click the Photos button.

  2. Select Add files, locate the image on your computer, click Open, and Start Upload. Once uploaded, it will be available within the Photos section on the left.

  3. There is a drop down available at the top of this section which will either show all photos from within the record or your company logo.

Adjusting Photos

  • To zoom the photo in or out click on the photo and use the wheel on your mouse to scroll up or down.

  • If you wish to move the photo around within the frame to adjust the focal point of the photo, click the red dot (in center of frame) and drag the photo where you want to place it.

  • To make the photo larger, click on the photo then drag the corner boxes out.

  • To change or add a frame surrounding the photo, click the photo. From the Image Tools menu that appears, select Change Frame. Choose a frame then save.

  • Note: For advanced users, when you click on the photo an Image Tools popup will appear. You can reference the Image Positions section and adjust the numbers.

NOTE: When editing a project that has dotted lines around the edges, make sure you never go outside the dotted lines. Only data within the dotted lines will print.

Adding Elements

The Elements feature allows you to add things like pre-designed graphics, arrows, dividers etc. 

  1. Click Insert > Elements

  2. Click the + sign for the element you want to add. This will place it on your project.

  3. Click on the element and drag it to where you want it to appear on your project.

Adding/Removing Lines

This will allow you to place a horizontal line on your page. This would be used if you are looking to print so text can be written above the line, or to be placed on the stationery item as a visual divider.

  1. Click Insert > Add Line

  2. This will insert the line on your project. When your line is clicked on, you can adjust the length by dragging the field boxes out.

  3. If you want to remove the lines, click the Dotted Square button.

Joining Fields Together

Joining fields together is helpful when you're looking to add multiple fields onto a single line of stationery. This allows the fields to behave as one and saves time in trying to line the fields up to look as though they're on one line.

Some examples of commonly joined fields are:

  • First Name + Last Name

  • First Name + Middle Name + Last Name

  • Date of Birth + Date of Death

  1. Click the Fields tab on the left (Pages, Fields, Photos)

  2. Find the individual fields you wish to combine. If they are not in the Most Common category, click the dropdown and select another category, or "All" and use the search bar. 

  3. Click and drag your individual fields onto the project page.

  4. Once on the project page, select one of the fields, then hold the Shift key (on your keyboard) and select the other field. They should be outlined in blue to show they are selected.

  5. From the top menu, click the Insert Button > Join Fields

  6. The Field Builder will appear on the right, listing your 2 fields.

  7. Add any text you wish to appear between the fields in the white box beside the first field.

    1. For example, if you wanted the joined field to read "Date of Birth - Date of Death", you would need to type space, dash, space into the box. If you wanted the joined field to read "John Doe" (first name, space, last name), you would type a single space into the box.

  8. If you need to apply any formatting to the individual fields (ex. setting the format that the date shows), click each field individually and use the drop down for format to adjust the formatting. You will need to do this for each field of the joined fields within the menu that you want to customize the formatting on. 

  9. Click Insert at the bottom right of the Field Builder.

  10. 10. Your joined fields with the added text will appear at the top left of your project.

  11. 11. You should still have your 2 original fields selected - click the Delete button at the top right, as the old fields are no longer needed.

  12. 12. Move your newly added joined fields into position on your project, and adjust the width of the box, text formatting, etc. as needed.

 

Add Text Poem

This will allow you to place a prayer/poem on your project allowing you to edit the text.

  1. Click Insert and then Add Text Poem

  2. Click the + sign for the prayer/poem you want to add. This will place it on your project. To edit your text refer to the Edit Your Text section above.

  3. Click on the prayer/poem and drag it to where you want it to appear on your project.

Add Image Poem

This will allow you to place a prayer/poem on your project. You will not be able to edit the text.

  1. Click Insert and then Add Image Poem

  2. Click the + sign for the prayer/poem you want to add. This will place it on your project.

  3. Click on the prayer/poem and drag it to where you want it to appear on your project.

These poems behave the same as photos/images in that they can be zoomed in/out by scrolling the mouse wheel.

Copying Fields

The Clone button allows you to copy an item on your stationery. Select the item and then click the Clone button. You can now select your newly copied field and move it to the desired location.

Deleting Fields

The Delete button allows you to delete an item from your stationery. Click on the item and then click the Delete button.