Changes made to the ticket template will be applied immediately to products based on the template on the Buyer side (i.e., without requiring you to go to the Products page and republish the products based on the ticket template).

1         On the Manage Ticket Templates page click the radio button corresponding to the template that most closely resembles the ticket template you want to create.

2         Click Copy.

Copying an existing ticket template then renaming the product and modifying its specs as needed is often more efficient than creating a template from scratch. To create a ticket template from scratch, click Create Ticket on the Manage Ticket Templates page.

Note for entity administrators: You can use the copy feature to create a new ticket template. After copying a ticket template and saving it with a new name, you will find that all of the settings for the copied ticket template are carried into the new ticket template except security settings (which will have the default values that you can change as needed to suit the needs of the new ticket template).

3         On the Copy dialog, type a name for the new ticket template in the Save as text box.

4         Click Save & Close.

5         Click the radio button to select the new ticket template you created.

6         Click Edit.

7         On the Ticket Template... page for the  template, define or edit the template using the following fields:

●        Ticket Template—You can change the name of the ticket template here.

●        Step 1: Enabling buyer-supplied content:

●        Enter a heading to label the first step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Add Files” or “Upload Content.”

●        Enable Introduction Text—Check this box and type any text you want to display to buyers for Step 1 in the text box. This text can be descriptive or instructional.

Most of the controls on the text editor (e.g., cut, copy, paste, font selection, sizing, color, etc.) will be familiar to users of word processing packages such as Microsoft Word or Corel WordPerfect. A few of the controls that might not be so familiar are:

Control	Description
	This displays the text editor workspace in design mode, which means it will be displayed WYSIWYG (“what you see is what you get”).
	This displays the text editor workspace in HTML mode, which means you can use standard HTML formatting tags to define how your text will appear (e.g., <b>Sale!</b> will cause the word “Sale!” to display in boldface on the storefront). You can create hyperlinks to other web sites as well as to YouTube videos.
	This displays the text in the workspace without any formatting controls.

The text is limited to 4,000 HTML characters.

8         Step 2: Specifying Available Formatting Options for the Template:

Click here to see how the options you specify here on the ticket template will be displayed to buyers when ordering products based on this template that use the Visual Product Builder (an enhanced buyer ordering interface that combines ticketing with preview). For more information on the Visual Product Builder UI (or the Flex Ticketing UI) for ad hoc, static, and wide format products, see Creating Products).

Click here to see how the options you specify here on the ticket template will be displayed to buyers when ordering products based on this template that use the standard (non-Visual Product Builder, or non-Flex Ticketing UI) ticket.

●        Enter a heading to label the second step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Format My Job” or “Service Options.”

●        Enable Introduction Text—Check this box and type any text you want to display to buyers at Step 2 of the ticketing process in the text box. This text can be descriptive or instructional.

The text is limited to 4,000 HTML characters.

●        Section—The section name is the heading for the service category. Each service category under this step will have its own section (e.g., “Print Options,” “Finishing Options,” etc.).

To create a new service category, click New Section. To delete a service category, click the on the service category Section panel. To arrange the service categories and print services in order on the ticket, use   to move the section or item up or down. To specify visibility (to buyers) for a service category, select an option from the Section Visibility pull-down list:

-- Always Expanded (to always show all options to buyers)
-- Collapsed By Default (to have the list of options collapsed by default)
-- Expanded By Default (to have the list of options expanded by default)

●        Add Print Service(s)—Click this button to add a print service to this service section.

Warning: A ticket template should at a minimum have the four print services listed below defined. If they are not defined, orders for products based on the ticket template will require a manual pricing quote and the job may not be finished as expected.
1. Require File(s) from Buyer
2. Media
3. Print In Color/Sides with appropriate options selected
   --OR--
   Color or B&W plus Simplex and/or Duplex options selected
4. For ticket templates that use continuous Media, you should offer the Final Width & Height print service.

Warning: Ticket Template Requirements for Booklet Products: "Rules for Booklets"
1. The ticket template cannot contain special pages.
2. The ticket template must have duplex option selected. No simplex.
3. All Media must be of the same physical size (e.g., for an 8.5 x 11 booklet, the interior and cover Media would all need to be 11 x 17).
4. The ticket template cannot use tabs/tabbed Media.
5. The ticket template must be set up for a wraparound cover if you want to give buyers the option of having a separate cover for the booklet. Cannot have front or back cover options, only wraparound cover option.  

To delete a print service, click on the print service panel.

●        On the Add Print Service(s) dialog: To select an existing service to add, locate the service in the table (using the Search field if needed), check its box, then click Add. The service you added will open in the bottom of the section panel to which you added it.

●        Select the print services you want to add to the ticket templates.

●        Click Add.

For products that will give buyers the option of adding tabbed pages:
Set up the ticket template that will be associated with products with a tabbed page option to include:
(1) tabbed Media (see Media Catalog-Add New Media for more details)
(2) the Tabs print service

Note on Stapling and Collation: If your ticket template has a stapling print service option, you should not allow buyers to choose an non-collated output option. You can do this by creating an intelligent (or conditional) ticketing rule that makes stapling options incompatible with non-collation.
To create this rule:
1. Go to Administration > Print Services.
2. In the Print Service Category field, select Staple.
3. Select all stapling print services in the list (by selecting the checkbox in the far right column above the first stapling option in the list).
4. Scroll down and deselect the "No Stapling" option (i.e., make sure the "No Stapling" check box is not selected).
5. Click Edit Incompatibilities.
6. In the All Print Services list select Do Not Collate, then click the right arrow to move it into the Incompatible Print Services list.


7. Click Save.

For more information on how to define intelligent ticketing rules at the print service level, see Intelligent Conditional Ticketing. 

Mixed Impressions:
When the Mixed Impressions option is enabled, ensure that you have enabled the Special Pages option for the required Media on the Ticket Template page.  
1. Go to Administration > Ticket Templates.
2. Open the target ticket template.
3. On the Media print service panel, click Configure.  


4. Select the option Enable this Print Service in Special Pages.

 
5. Select the required Media and Save the ticket template.  

Note: Now when buyers are configuring the product in the product builder window, a special pages option will be enabled that lets buyers select required pages as needed.  

To select options and Media to make available as options for buyers ordering a print service:
Click Configure on the print service panel.

Note that the page shows what the non-Visual Product Builder (i.e., the non-Flex Ticketing UI) ticket will look like. Please be aware that this is only a quick preview for you, the administrator, to confirm that the expected options are turned on. For Visual Product Builder UI products, the functionality is similar but the interface will be different; some newer options do not even support the preview but may summarize the options. Also, the preview is merely a simulation of the buyer experience and so does not in any way change the ticket template data, the default values that buyer will see, or control any units of measure that a buyer may see. The only supported data that can be changed to affect the buyer experience is exposed via the Configure button; use only the Configure button to change default or related settings as permitted.  

Warning: A ticket template should have one (1) and only one duplex option specified. Thus, if you have the Sides option set to "Double Sided" you should not have a duplex option available (i.e., turned on) for any other print services (such as a Tabs print service option with an option for buyers to choose "Double-Sided (duplex)."

Having a duplex option available in a ticket template for more than one print service is not a supported practice and will cause problems in the pagination system and lead to pricing calculation errors.

●        Click Configure to configure the print service.

●        On the configuration dialog, select the options you want to make available for the print service.

●        To hide the print service from buyers when ordering on the Visual Product Builder, select the Hide from Buyer (Hide on Visual Product Builder) option.

●        To enable the buyer to quick order the default selections in the Print Options section, select the Allow Quick Order option.

●        To enable the print service to be used in special pages, select the Enable this Print Service in Special Pages option.

●        Click Save.

●        Media: By default, available Media for a product are displayed to buyers in alphabetical order. To change the order in which Media options are displayed to buyers ordering products based on the template:

●        Select the Media print service and click Configure.

●        After selecting the Media options to add to the template, select the Media you want to reorder in the Display Selected Options panel.

●        Set the Display Priority for the selected Media.

Setting the display order of the Media in this way will enable you to set the more common Media options closer to the top of the display for buyers who are ordering the product. This is especially useful for products whose templates have many Media options. For example, using the default alphabetical ordering, “US Letter, White” would be much farther down in the list for buyers than “A3, Fire Engine Red, Vinyl.”

Note on Final Width and Height: To use the standard final width and height setting when setting Media, you must associate any products that use the standard finished size with a ticket template that supports the Standard Final Width and Height options (for more information, see To create (or edit) a ticket template). The finished sizes will then be available for you to select on this page.

This reordering function is available for all print services that use Media (e.g., tabs, front cover, back cover, special pages). Reordering Media in existing products will not affect the default Media you specified for the template.

●        Set the Scale to Fit option for the print service (for cases in which the buyer's file and the selected Media are of different sizes):

●       Allow scale to fit option, default unchecked: Allows buyers to select an option to fit their content to the selected Media and have the option unselected by default.

●       Allow scale to fit option, default checked: Allows buyers to select an option to fit their content to the selected Media and have the option selected by default.

●       Hide scale to fit option: Do not allow buyers to select an option to fit their content to the selected Media.

●        Hide scale to fit option (force scaling): Do not allow buyers to select an option to fit their content to the selected Media and force the scaling when needed.

●        Click Save.

●        If you want to scale files to the selected Media size when needed, select the Scale my files to fit paper (when needed) option.

●        Special Pages: After you create a print service, you can enable it for special pages by clicking Configure to open the print service dialog and then checking the Enable this Print Service in Special Pages box.

Special pages are pages in a job to which customers can apply special formatting options (different from the rest of the document). By using the special page options on the storefront a customer could choose among other things a heavier stock for certain pages or a different size Media.

For example, if the Ticket Template has both the Media and Orientation print services enabled for Special Pages, a buyer could set up a document with Tabloid-size Media in landscape orientation on page 1 and Letter-size Media in portrait orientation for the remaining pages of the document. For more information on combining the Binding Edge print service with the Orientation print service, see Sample Use Case: Combining Binding Edge and Orientation (with Special Pages Enabled) Print Services.

Note that not all print service categories support special pages.

Notes on Subset Stapling:
If your ticket template has a subset stapling print service option, it is strongly recommended that you enable special pages only for subset stapling and disable special pages for all other print services.

9         Step 3—Setting job approval requirements and pricing summary access:

●        Enter a heading to label the third step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Approve My Job.”

●        Enable Introduction Text—Check this box and enter any text you want to display to buyers for step 3 in the ticketing process in the text box. This text can be descriptive or instructional.

The text is limited to 4,000 HTML characters.

●        Requires Job Approval before being submitted—Check this box to require buyer approval (i.e., buyer confirmation) to continue with the order process for jobs based on this ticket template.

●        Show Pricing Summary—Check this box to enable buyers to view a pricing summary for a job based on this ticket template.

●        Show Special Instructions to Buyer—Check this box to enable buyers to view special instructions for this ticket template.  

●        Ticket Template Security: Assigning ownership and access rights for the template: In this section of the ticket template builder you can assign an owner for the ticket template and set permissions to restrict access to the template. This lets you make the template available to one user group but not to another.

This section of the template will not appear to buyers on the storefront.

●        Default Security setting allowing “everyone” to use and manage: Choose this option allow all users (i.e., in the “everyone” group) to use the ticket template and only the designated owner to manage the ticket template.

●        Custom Security Settings: Choose this option to customize security and limit who can use and manage the ticket template.

●        In the Owner field, click Change to add or change who owns (manages) the template.

●        On the Select Owner dialog:

●        In the first drop-down select the category of user to assign ownership of the template to: Groups, Users, or Companies.

●        The search field ( ) will help you locate the group or user you are looking for, and the Show field will limit the number of items displayed.

●        Click the group, user, or company to assign ownership to.

●        Click Add User, Group, or Company.   

●        On the Select Security Principal dialog:

●        In the first drop-down select the category of user to whom to assign access to the template: Groups, Users, or Companies.

●        The search ( ) field will help you locate the group or user you are looking for, and the Show field will limit the number of items displayed.

●        Click the group, user, or company to assign access to. The selected user, group, or company will display on the ticket template in the Access Permissions table. You can grant users the right to Use the ticket template (i.e., create products based on the ticket template) and/or Manage (modify) the ticket template.

You can retract access permissions at any time by clicking Remove for the user, group, or company in the Access Permissions table.

10     Click Save to save the ticket template.

Changes made to the ticket template will be applied immediately to products based on the template on the Buyer side (i.e., without requiring you to go to the Products page and republish the products based on the ticket template).

1         Go to Administration > Products to open the Manage Products page.

2         Locate the row of the product whose ticket you want to view or change.

3         Click the link in the Job Ticket column.

4         From the Select Job Ticket pull-down menu, select the ticket to associate with the product.

5         Click OK.

The Binding Edge print service category lets buyers choose to specify on which side certain pages in their documents should be bound—left, right, or top. This is useful for jobs in which buyers use the Orientation print service to specify that certain special pages (e.g., those that are of a different size) are to be produced in a different orientation from the other pages in the document.

Binding edge orientation is not supported for jobs with tabs because tabs are always generated assuming a left binding edge.

An example will illustrate:

Buyer has a 24-page bound document that she wants to be printed as follows:

●        Pages 1-2 are to be produced on Letter-size Media, portrait orientation, and coil-bound on the left edge

●        Pages 3-4 are to be produced on Tabloid-size Media, landscape orientation, folded, and coil-bound on the left edge (these pages will be a fold-out)

●        Pages 5-24 are to be produced on Letter-size Media, portrait orientation, and coil-bound on the left edge

Using the Binding Edge print service in combination with the Orientation print service (with special pages) will eliminate issues with the dynamic preview of the job, which would be problematic if for instance all pages in the job were set to bind on the long edge, etc.   

The Binding Edge print service on the Manage Print Services page:

For information on how to set up print services, see Print Services.

To give buyers the option of using these job setup options, ensure that the ticket template associated with a product has special pages enabled for Media and Orientation print service and the Binding Edge print service.

With these options enabled in the ticket template, buyers can configure special pages with binding edge, orientation, and Media.

The preview will reflect the buyer's mixed size, orientation, and binding options.

 

Step 1: Create new print service categories and print services as needed in your intelligent ticketing rules. These are designed to gather information from buyers on their intent for the so that you can make appropriate choices in the production process so that the finished product meets the buyer's expectations.

For information on creating print services, see To add a new print service category and add new print services to it.

Step 2: Define ticket-level intelligent ticketing rules.

Define ticket-level intelligent ticketing rules

1         Go to Administration > Ticket Templates.

2         From the table, select the ticket template to which you want to apply conditional ticketing.

3         Click Manage Intelligent Ticketing.

4         On the Intelligent Ticketing page for the selected ticket template, click Add.

5         On the Intelligent Ticketing dialog, define the rule using the following settings:

●        Action: Specify the type of action to take when the buyer selects a print service that you will specify below.

●        Enforce: This option forces application of the specified print service based on the buyer's selection for the print service.

For example, if a buyer selects Outdoor use print service option, the system will force the job to be printed on vinyl (or another weather-resistant substrate).  

●        Incompatible: This option excludes one or more options based on the buyer's selection for the print service.

For example, if a buyer selects Close viewing print service option, the system will not give the option of printing at a resolution less than 300dpi.   

●        Recommend - Additional: This option recommends additional print service options to the buyer based on the buyer's selection for the print service.

●       Message: Type a message to buyers that explains the recommendation.

For example, if a buyer selects Close viewing print service option, the system will also recommend that the job be printed at either 600dpi or 1,200dpi.   

●        Recommend - Alternate: This option recommends one or more alternative print service options based on the buyer's selection for the print service.  

●       Message: Type a message to buyers that explains the recommendation.

For example, if a buyer selects Staples print service option for a document with a clear plastic cover, the system would recommend coil binding as an alternative.    

●        Selected Print Service

●        Print Service Category Type: Select the print service category type (e.g., a Feature or Media Entry) included in the selected ticket template.

●        Print Service Category: Select the print service category included in the selected ticket template.

●        Print Option: Select the print option.

●        Add: Click to add the rule to the selected print service list.

●        Remove: Click to remove the rule from the selected print service list.

●        Applied Print Service

●        Print Service Category Type: Select the print service category type (e.g., a Feature or Media Entry) included in the selected ticket template.

●        Print Service Category: Select the print service category included in the selected ticket template.

●        Print Option: Select the print option.

●        Add: Click to add the rule to the applied print service list.

You can add multiple selected and applied services to establish more sophisticated rules. The intelligent ticketing rule below, for instance, will recommend that buyers who intend for their signage product to be viewed outdoors and at a distance of more than 10 feet have their image printed on vinyl Media at a medium resolution.  

●        Remove: Click to remove the rule selected in the applied print service list.

6         Click Save.

There are a few exceptions to enforced ticketing:

● If you establish an enforce rule, if a banner is larger than 24" tall 36" wide, grommets must be selected. The buyer, however, must choose what kind of grommets to use. The admin cannot enforce the count, style, or position of grommets

● If you establish an enforce rule print on cover, be aware that you cannot enforce down to the Media level (i.e., this print service requires buyer input).

1         Go to Administration > Ticket Templates.

2         From the table, select the ticket template to which you want to apply conditional ticketing.

3         Click Manage Intelligent Ticketing.

4         On the Intelligent Ticketing page for the selected ticket template, select the row of the column that contains the rule you want to edit.

5         Click Edit.

6         On the Intelligent Ticketing dialog, edit the rule as needed.

7         Click Save.