Using a Built-in Template Editor
In addition to importing product templates from Adobe InDesign or Photoshop, we also recommend using the built-in Template Editor. You can use it to edit a previously uploaded file or create a new one from scratch by adding text, placeholders, and other design elements. You may also set up the behavior of various elements in the Template Editor (you can learn more about this in a separate guide).
In this guide, we’ll create a simple business card template in the Template Editor from scratch using placeholders for a logo and text fields.
Learn how to create a product template in Adobe InDesign and upload it to Customer’s Canvas in our previous guide.
You must have an account with Customer’s Canvas to complete this task. If you don’t have one already, please contact our support team.
You also need to upload the necessary fonts to Customer’s Canvas. To do so, go to your account and, in the navigation bar, select Assets > Fonts. Drag and drop them into a folder. You may upload them to any folder in your Fonts section.
We support the most popular font formats: TrueType and OpenType. You normally need to purchase fonts from third-party vendors, but you can download some free fonts from Google Fonts or other sources.
Creating a template with the Built-in Template Editor
Step 1. Open Customer’s Canvas and create a new design.
Let's start by creating a new brand template! First, you need to make a document that is sized correctly for the new project.
- In the menu bar, select Assets > Designs > create a new folder Business-Card. Right-click > create a new design file and then set details.
- Give the product a relevant name. Select the preset size for a business card. Set up the number of pages to 2.
The Customer’s Canvas admin panel already includes preset options for products like business cards, ledgers, albums, and other items. If you go to the Settings menu bar, you can add new size presets and edit existing ones.
- Set up a bleed zone. We recommend a standard bleed of .125” on all sides. Click Create new.
- Change the default names to front and back sides.
- Click on the lock icon in the left toolbox to unlock the background. In the right toolbar, click Fill > Fill color and pick a color. Click OK. Lock the background layer.
Step 2. Create a placeholder and design elements.
During this step, we’ll make a placeholder for a logo and add some design elements to embellish our business card. The purpose of creating a placeholder is to give the user the ability to add or change an image as well as limit the size of the images they use to a box with specific dimensions. This is especially important when it’s necessary to preserve a unique brand identity.
- Choose Main layer > select the Placeholder tool in the top menu bar. Create a placeholder of the necessary size > left-click on the upload icon inside the placeholder > select an image.
Instead of showing an empty placeholder, you can place an image that prompts users to select their own image to replace it. To do this, we use the stub image button. We display the behavior settings of the placeholder and other design elements in detail in this guide.
- Now, let's add some lines to make our business card look more stylish!
Select the Rectangle Tool on the top toolbar > make a narrow rectangle > use the Alignment buttons on the right toolbar to align the element > choose white for the fill color > click Border and change the width.
Right-click on the resulting line > select Duplicate > change the size and color.
To work with lines as a single object, press Ctrl+G or select two lines > right-click > select Group Selection.
Do not place design elements in the background layer; use the main layer for this.
Step 3. Add text fields and configure options.
Our design has some graphics now, but a business card without any text fields isn’t really a business card at all. Let’s add some text!
- Let's first add the Company Name text. Click the Text tool to add the required text fields.
- Change the text in the special zone placed in Text settings. Click Design > configure the required text options, such as a font, size, and color.
There are three primary methods for selecting a color: 1) Use the color picker, 2) Adjust the CMYK settings, or 3) Select the available options.
- Repeat the same steps for Full Name, Phone Number, Email, and others.
- Press ctrl on your keyboard, select the design elements, and align them in the center.
Step 4. Create a back side for your design.
A business card usually contains information on both sides. Let’s make a simple design for the back side.
- Go to the back side of the business card.
- Unlock the background layer, then change the color.
- Add the necessary design elements: placeholder and Company Name. Click Save.
In the next guide, we’ll learn how to set up permissions for design elements, including how to fully and partially block several elements, set up photo insertion into the placeholder, and configure copyfitting.