7.1
2013-01-30

Edit document properties

To modify the properties of a document:

  1. Click Publication Types in the Menu bar. The Publication Types overview page is shown.

  2. Select a publication type by clicking its name

  3. Click Documents in the side menu.

  4. Select a document from the overview, the Documents Summary page is shown.

  5. Click Properties in the side menu.

  6. Click Edit. The Document Properties screen appears.

  7. The document properties page contains the following sections:

    • General: In this section you can change the name of the document, the status, and the product code.
      Check the Attach Softproof to e-mail checkbox to make it possible to send a softproof with the e-mail sent on status change (Ordered and Approved). Attach softproof is only available for static PDF and PrintShop Mail documents.
      On the Softproof page (New document) customers can choose to check the Attach softproof to e-mail checkbox and receive the softproof as an e-mail attachment than. This check box will only be shown for templates where the softproof attachment option is enabled. If the attach softproof option is enabled and the softproof is too large to send the e-mail is not send.

    • Other: In this section it is possible to select Use custom thumbnail to display a custom logo, icon or image for the document. Click Browse to locate the image file to be used as the thumbnail on your local hard drive.

  8. Click Save to store the changes and upload the image file (if applicable).

Note: For the user to receive the e-mail with attachment the attachment size must not exceed the SMTP server or the user's e-mail box capacity.