Offline Templates
Manage downloadable design templates for offline editing software.
Offline Templates let you provide downloadable PDF or ZIP template files that customers can use to create their designs in external software such as Adobe Illustrator or InDesign. Each template is associated with a specific pricing category and size, and includes visual guides showing bleed areas, trim boxes, and safe zones so customers produce print-ready files with correct dimensions.
When a template is assigned to a pricing size, customers see a download link on the product page (in quote mode with a standard size selected) that lets them download the template file before uploading their finished design.
View Offline Templates
- From your Unified Admin, go to Print Editor > Offline Templates.
- The page is split into two panels:
- Left panel: A paginated grid listing all uploaded templates with search functionality.
- Right panel: Color settings for auto-generated template guides.
- To add a new template, click the Add button.
- Use the three-dot menu in the header for bulk Export and Import options.
Grid Columns
| Column | Description |
|---|---|
| File Name | The name of the uploaded template file. This is the filename customers see when downloading the template. |
| File Path | The storage path of the template file on the server. |
| Assigned To | The pricing category and size this template is associated with. Templates are linked to a specific Base Price category and size combination. |
| Action | Three-dot menu with Replace, Delete, and Download options. |
Row Actions
| Action | Description |
|---|---|
| Replace | Opens the template dialog pre-filled with the current pricing category and size, allowing you to upload a new file to replace the existing template. |
| Delete | Removes the template after confirmation. The download link is removed from the storefront for that pricing size. |
| Download | Downloads the uploaded template file. |
Add/Replace Template
- Click Add to create a new template, or click Replace from the action menu on an existing template.
- A dialog appears with the following fields:
| Field | Description |
|---|---|
| Base Price | Required. Select the pricing category this template belongs to. The dropdown lists all base pricing categories configured for your storefront. |
| Size | Required. Select the specific size within the chosen pricing category. The size options update dynamically when you change the Base Price selection. |
| Template | Required. Upload a template file. Accepted file types: PDF and ZIP. |
- Click Save to upload the template and associate it with the selected pricing size.
Colors
The Colors panel on the right side of the page controls the colors used in auto-generated template PDFs. These colors define the visual guide elements that help customers understand print boundaries. Each color is selected using a color picker.
| Color Setting | Description |
|---|---|
| Bleed Line | The color of the bleed boundary line. This marks the outermost edge where the design should extend to ensure full coverage after trimming. |
| Bleed Area | The fill color of the bleed zone between the trim line and the bleed boundary. Helps customers visualize the area that will be trimmed off. |
| Trim Box | The color of the trim line marking the final cut size of the printed piece. |
| Save Area | The color of the safe zone boundary. Important text and graphics should stay within this area to avoid being cut off during trimming. |
| Name & Size | The color used for the product name and size label text that appears on the auto-generated template. |
Click Save to apply the color changes. The updated colors are used the next time an auto-generated template PDF is downloaded from the storefront.
Import / Export
Export
- Click the three-dot menu in the page header and select Export.
- An XLSX spreadsheet is downloaded containing all offline templates for the current storefront.
- The spreadsheet includes columns for Id, File Name, File Path, Size Id, Size Name, Pricing Id, and Pricing Category Name.
- Use this to review template assignments or transfer configurations between storefronts.
Import
- Click the three-dot menu in the page header and select Import.
- The Import File dialog appears. Acceptable file type is XLSX only.
- Click Select File to choose a spreadsheet, then click Import.
- The import validates file paths and pricing relationships before creating template records.
Associations
Print Store
| Area | Effect |
|---|---|
| Price calculator | When a product is in quote mode with a standard size selected, and an offline template exists for that pricing size, a download link appears on the product page. Customers click this link to download the template file via /offline-template.ashx. |
| Product browser | Offline template download links also appear in the product browser grid and inline views when applicable. |
| Pricing | Templates are tied to specific pricing sizes. The Base Price category and size selected when uploading a template determine which product configurations show the download link. |