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We have developed two very helpful export options to facilitate the creation or product packages in InDesign, thereby providing you a canvas for total customization. Look for the CARD family on the Export button at the top Action bar. Any of the options will export a zip folder containing pre-sized and templated PDF cards that you can easily drag into InDesign. As you continue to update information in your project folder, you can re-export and replace the PDF cards in your reference folder connected to your InDesign file.
Yes. In the upper right corner of the project page, click the "More" drop-down and select "Project Status". Next, select an "Event" such as Issued or Submitted, assign the corresponding date, and click the "+" button to add the "Event" to the list. Last step, designate which events you want to be Date 1 and Date 2.
You can also designate different dates for individual project specifications. To accomplish this, go to the Edit Specification Page for the specification you want to edit and click on the status icon at the top right of the page. Here you can setup dates in the same way.
We recently added a third option on how to add dates to your exports, and this is by using “Spec Dates”. This new feature, located at the top Action Bar, was developed with the goal of assigning Event Dates to selected specifications filtered by particular categories, saving you the trouble of having to edit each spec individually, or mixing up project level information. Try them out and see which option works best for you!
Yes. First, select the specification you want by clicking on it's image. Then look to the Action Bar up top and click on Export. From here you will find a bunch of default templates to choose from in a number of different formats.
You can also print out a specification from it's Edit Spec Page.
We have a number of default templates that are available to satisfy most project needs. If you would like a custom PDF template that matches your firm's current format, there are a few options. Our PDF's can be fully customized with some basic HTML/CSS knowledge. An in-house webdeveloper should be able to assist, or you can use our in-house development team to build templates for you at the rate of $100/Hour.
If you'd like to request our in-house development team to build templates for you, typically, the rate is of $100/hr, when an already existing report is used as a draft.
The steps for report customization are: to create and confirm a wireframe showing how and where the new information will show in the report. After this, based on the level of complexity, we give back an estimate on cost and time in order to get the report ready.
For the moment, we are taking customization requests for reports for firms that have at least 10 seats subscribed. If you believe your firm might be interested, contact us to start the process by working on a wireframe.
There are a number of default export options available to you, from excel .csv type file tables to product images in a grid format. In the project page, select the products you wish to print by clicking on their image, or by using the buttons: “Select All on this page”/ “Select All”. You’ll be able to see the amount of items selected at the top left under “Specifications selected”. Once you’ve done your selection, go to the top Action Bar and hover over the Export button. From here you will find a bunch of default templates to choose from in a number of different formats. To learn more about the different types of exports, check out our PDF Export Guide.
You bet. You will need to provide the unit cost and count (per Room) when editing the specification in your project. Then select the specifications you want and on the Export menu on the Action Bar up top, select the Excel Export, and then Room List or Room Matrix export option. A CSV file will download that can be opened in Excel, or other similar software applications.
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