How do I create an order?

Create a manual customer order, add its recipient and products, and resolve the checks that prevent it from being saved.

Before you start

Sign in to the correct organisation with permission to create orders. Have the order date, recipient details and product names or SKUs ready. You can use catalogue products or enter a custom order line.

Steps

1. Open order creation

   Open the order-entry workspace using Open order creation below. Its sections are Info, Customer, Products, Operations and Documents. The Order summary shows the current draft and its checks.

2. Check the order details

   In Info, review the generated Order number and Ordered at date. Select the Sales channel when one applies. Enter an External reference if needed. If you enter an Order total amount, also check the Order currency; these describe the order total, not customs values.

   

3. Add the recipient

   In Customer, choose Select CRM customer or Enter customer manually. Review the recipient name, contact details and delivery address, then confirm the selection. Use manual details saves the recipient in this order without creating a CRM customer.

   

4. Add products

   In Products, choose Browse catalogue to select products, or Add custom line to enter a product title or SKU and confirm with Apply. Check each line's Quantity. At least one named or SKU product line with a quantity greater than zero is needed.

   

5. Assign operations if needed

   Use Operations when you need to assign a packaging owner, user, team, location or stock status. Review these values in the Order summary. Carrier setup, shipping services and label creation are handled later in Fulfillment.

6. Resolve the blockers

   Review the Order summary. Resolve every Create blockers message; clicking a message opens the relevant section or field. Expand Later warnings to see information still needed for a later operation. Those warnings are separate from permission to create the order.

7. Create the order

   When Create Order becomes available, click it and wait for Order created. Keep the order number so you can find the saved order in Orders and continue its Fulfillment workflow.

Expected result

Product proof and customer conversation (pending release)

For a saved order, use the Hammer action beside a product's settings to open its Production modal. The dialog stays on that exact product. Reviews can also be prepared for products whose POD value is No or not recorded. Dashboard and dossier show POD read-only; edit it through the existing Order product writer.

Overview puts Artwork on the left and Customer approval on the right. The current proof file and version are immediately visible. Create artwork is the primary action; Edit artwork appears when the current version contains an editable design. Artwork Studio lets you create a design, select an existing artwork from Templates or import a supported source. No separate review setup is required before opening either entry.

Open the Artwork More menu for Add finished file or New version. The shared file explorer accepts one PDF (up to 20 MiB), PNG or JPG (up to 4 MiB), selected from existing files or its upload controls. Files must be available and finish their safety scan. Check the selected artwork name and notes, then choose Save new version. Cancel leaves the proof unchanged; Retry after an upload error retains the same file. Saving artwork prepares a Draft and does not share it with the customer.

Versions keeps saved versions, their files and existing recipient details. History shows review events, reasons and the operator identity for internal decisions. Changing tabs retains the selection; conversation drafts stay in YiDuo. Original specification remains collapsed in Overview. In Active Orders, the Order sidebar has no aggregate Reviews overview; the POD dashboard and dossier reuse this same product dialog.

Invite the customer through the existing Customer access dialog before sharing a proof. A current customer access grant is required; missing, expired or revoked access prevents sharing. Invitations remain in that dialog. Open customer chat in Production opens the existing product conversation in the normal YiDuo workspace and creates neither a conversation nor an invitation. Production keeps Artwork on the left, approval on the right and Overview / Versions / History; it does not embed the conversation transcript.

Customer access manages invitations and links without a message transcript. Its shared file picker also lets you prepare the first finished design, product image or other file: create the customer link, explicitly share the file, then send the invitation. The file becomes available when the customer opens the link; it is not an email attachment. Open customer chat in YiDuo continues the conversation in the regular chat workspace.

Choose Share proof in customer chat to expose the saved version as a proof card in the customer's product chat. This does not send an email. The customer can open the proof and choose Approve or Request changes directly there. The decision belongs to that exact version; an outdated card cannot approve a newer version. Only an explicit customer decision is labelled Customer approved and Production reference. A newer Draft retains the previous customer-approved reference; a product image alone is not a production reference.

Users with the Orders approve permission can choose Approve internally in the review More menu. This is a secondary exception: enter a reason, select Continue, then confirm the exact version. History identifies it as an internal approval by that operator, never as a customer decision. Without the permission, the action is hidden and the API denies it. This workflow is pending the matching product release.

Employees can use Share file with customer in the customer chat's + menu or beside Files. The shared file picker shows their normally accessible files; confirming the selection explicitly shares that file with the current customer. A current invitation and a successful file check are required. This shares a file without sending an email or approving a proof. In YiDuo, choose the order or product in the left conversation rail. Current files appear in the normal right-hand Details sidebar, which can be resized or closed. On narrow screens, open Details to view them in the existing drawer. In a product chat, the list shows that product's files. The customer and employee views use the same YiDuo layout and composer for the same order/product conversation; their permitted actions remain different.

Customers can only upload from their own computer. Uploads are stored under the customer and order; customers cannot browse the employee file library. In the product chat, Create / edit artwork reopens the current saved Artwork project when available, otherwise starts a new draft with the editor's standard template and no chat data. Saving uses the existing Draft workflow; sharing a proof for customer approval remains a separate action.

Artwork Studio opens inside the app, keeping navigation and the top bar. After the matching editor update, the left navigation shows an icon and name for Templates, Text, Elements, Images and Data. Select a name to open its panel; select it again to close it. Layers stays at the bottom. Back returns to the same product's Production dialog and retains unsaved editor changes during the current app session.

The editor has its own address. Back and browser Forward retain the same draft while the app session remains open. A session link is not a saved file. After a reload, the same tab may offer a recent temporary recovery checkpoint. Without one, reopen from Production or use a saved project-version link. Saved version links reopen that exact project after current access and file checks; they do not silently select a newer version.

Rename the active template directly beside Back at the top left. The field has the accessible name Template name and no visible label. Template dimensions appear as a compact dropdown between the title and history/actions in the header. Open it to edit width, height and units. Names stay in the editing-session draft until the existing Save command succeeds.

Open Canvas size to see up to six recent confirmed sizes first, followed by common formats. The list is visible immediately, without opening another picker from a dimension field. Enter width × height and choose mm, cm, inches, feet or px (96 ppi). Choose a format, or enter values and select Resize. Confirm Change size to apply it; Cancel restores the current dimensions. Objects keep their physical size and position, and Undo reverses the resize. The current print canvas allows 5–300 mm per side after conversion; output keeps its existing physical settings. Recent sizes are stored in this browser for the current account/workspace. Export → A4 layout preview retains the A4 overview and its columns/gap/margin settings; Export → Edit template returns to the canvas. The former canvas view switch and duplicate dimension fields are removed.

Select text and open Effects in the top action bar. The left panel offers Drop, Glow, Echo, Outline, Background, Splice, Hollow, Neon and Glitch preview tiles. Select a style to adjust its relevant sliders, precise values and colors. Hollow and Neon use the main text color. Under Shape, Curve bends text in either direction and combines with a style. None removes only the style; Straight removes only the curve; Reset effects removes both while preserving other text formatting. Sliders preview changes while you drag and create one Undo step on release. Escape or cancelling the gesture restores its starting value. Locked text cannot be changed. Effects are saved with the editable design and included in preview, PNG and PDF; soft shadows/glows use a 300dpi underlay while text outlines stay vector. Changing a left category closes the effects panel. Additional third-party effect apps are not included.

For a selected text, open Text spacing in the top action bar. Letter spacing and Line spacing have a slider and precise value field. The preview updates while you drag; releasing the slider creates one Undo step; Reset spacing restores the original spacing/anchor without changing other text styles. The anchor buttons make the current Y reference the top, center or bottom of the text before rotation; existing documents retain their original baseline until you choose an anchor. These settings are saved and used in previews, PNG and PDF.

With multiple data rows, Preview record appears next to zoom at the bottom, showing the selected row / total. Choose another row to check its bound text in the same layout. The chooser is hidden for zero or one row.

Use the Rulers icon at the left of the bottom zoom bar to toggle the top and left rulers. They stay at the workspace's top and left edges while the page scrolls or pans. Their scale follows zoom and the selected unit, including when a side panel changes the available width. Zero marks the document edge; the surrounding margins of a single page can show negative values. Rulers start off and are an editing aid only: they add no Undo step, saved content or marks to exported files.

With Rulers on, drag from the top ruler onto a page for a horizontal guide, or from the left ruler for a vertical guide. Drag a guide to move it; drag it outside its page or press Delete to remove it. Escape cancels an active drag. Arrow keys move a focused guide by 0.1 mm; Shift moves by 1 mm. Enter or Space on a focused ruler adds a guide at the active page center. Objects snap their edges or centers to guides; hold Alt to move freely. Rulers hides/shows guides and their snapping together. Each page retains up to 50 guides in saved designs; they never appear in proofs, print files or other exports. Guides outside a resized smaller page stay hidden until the page is large enough again.

The bottom zoom bar stays visible while the canvas scrolls. Use its slider, percentage field or plus/minus buttons; Fit page centers the whole page in the available workspace and adapts when a left panel opens. Manual zoom keeps its scale. Ctrl+wheel or a trackpad pinch zooms around the pointer within the available scroll bounds; middle-button drag or Space+drag pans. With the canvas viewport focused, plus/minus zoom and zero returns to Fit. Zoom and pan never change physical dimensions or exports.

Select text, a shape, line, image or background and click the checkerboard Transparency icon in the contextual toolbar. Use the slider or enter the precise opacity percentage: 100% is fully visible, 0% fully transparent. A slider gesture updates the preview while dragging and creates one Undo step when released. Transparency preserves the object's editable position and is retained when saving, reopening and exporting the SVG preview, proof PNG and production PDF. Locked objects cannot be changed.

Double-click an image or background, or choose Crop image, to adjust its visible source window directly on the canvas. Drag the image, scale it with its original corner handles, or use the crop zoom slider/percentage. Original areas outside the crop frame appear dimmed within the canvas gutter. The frame's physical position and dimensions stay fixed. Reset crop recovers the largest centered source window. Done applies one Undo step; Cancel, Escape or Back discards the crop draft. Finish or cancel before saving. The original image stays in the editable document, so later reopening Crop can recover hidden areas without another upload or loss of image quality. The same crop is used in preview/PNG/PDF.

Select the page itself or its Background layer to show background tools in the contextual toolbar. The compact Color swatch retains solid and transparent choices; Add image has an image icon and changes to Replace image when an image is present. Selecting another object or clicking the dark workspace hides these background tools. Selecting an unpainted page does not create a background or an Undo step. Set as background turns a selected ordinary image into a proportional, page-filling background. Image library tiles insert ordinary images; dropping one local PNG/JPEG directly onto the page retains the background-replacement workflow and its overlay. Double-click the background image or select Crop to drag and zoom its original image. Detach image makes it an ordinary object; Remove background returns to white. The background stays behind other objects, follows page resizing and supports Undo. Lock blocks its edits. Save preserves the editable background and the same crop in the normal preview/PNG/PDF output. Existing file permissions, scanning and customer-release steps still apply.

The Text, Images, Elements and Templates panels use two preview columns when there is room and one in a narrow panel. Names and Private/Company labels appear inside previews, without an extra surrounding card. Existing saved resources and recent images still insert by click or drag. Add a heading, Add a subheading and Add body text stay stacked and insert immediately by click; these three do not drag.

Font tiles show the font name in its own typeface. From version 2.3.10, search and name previews appear without the Aa/Chinese sample toggle; Chinese and other font families remain available. Missing previews are stated explicitly. In dark mode the font samples have light ink on a dark surface; this does not recolor your design. In this document lists fonts actually referenced by the design, separately from other available document fonts. A font-name preview uses the document's own font. Browsing does not change the design, and closing the panel does not save anything.

Double-click an unlocked text object to edit directly on the page, or select it and press Enter. Enter adds a line. Click outside or press Ctrl/Command+Enter to apply the complete edit as one Undo step; Escape cancels. Data-linked text keeps its named field placeholders while editing. Typing does not wait for a new preview after every key; final fitting and effects update when you finish. The editor loads the actual document font when you enter text, including an imported font or a font selected for the current record. If the font preview is unavailable, a message appears and your text is retained; saving keeps the document's original font. Print fitting and effects still use the final preview.

Choose Add page below the canvas to create another blank page of the same size. Pages appear vertically in one scrolling workspace, with a shared zoom and fixed bottom controls. Click a page number, an object on that page, or Pages beside the zoom controls to activate it. Fit page fits one page; the left ruler restarts at zero beside each visible page and follows scrolling/zoom, independently of which page is active. Gaps between pages have no measurement ticks. Only nearby previews load, giving the edited page priority. Each page has its own objects, while the design keeps the same product assignment, current data row and order quantity. A size change applies to all pages of that design. Existing product-layout alternatives remain separate; adding a back side does not create another order item or double its quantity. Click the name above a page to rename it. Enter or clicking away applies a nonblank name of up to 100 characters; Escape cancels. Each rename is one Undo step and uses the same name shown in the header and page list. Editable saves retain names without changing product assignment, page order or quantities.

Saving retains all pages in the editable design. The production PDF contains separate pages in order, and the Proof image shows all pages together. The normal Proof version workflow applies to the complete design; older saved Proofs remain unchanged. A4 overview includes each page while counting each record's quantity only once in its totals.

In Images, Choose image opens the shared file explorer with Company/Private locations, folders and previews. Select one available PNG or JPEG to insert its original image; Cancel leaves the design unchanged. Choose image is the only entry above Recently used / Saved; device uploads use the file explorer's own controls. Recently used shows your generally used PNG/JPEG images across designs and editor sessions, newest first with full-width previews. Explicit selection through the shared file picker records use; merely selecting an object or viewing thumbnails does not. History starts with this feature; earlier uploads are not assumed to have been used. Up to 200 image versions are remembered for your account in the current company. Current file access and scan checks still apply. For an imported editable SVG, select the vector and choose Edit points in the small floating object toolbar beside Duplicate, Lock and Delete. Double-click remains available. The point tools and Done stay in the existing top toolbar; opening or closing point mode does not change the design.

Inside point mode, activate the Add point icon. Hover near the contour to see the precise insertion position, then click to insert there without changing the curve. Clicking empty space does nothing. Escape first turns off Add point; press it again to leave point mode. Existing points still drag with snapping.

Normal object moves keep the chosen size and do not shrink or reposition nearby text. Overlap is allowed on a manually edited page. Existing saved designs keep their previous appearance when opened; their visible fit is retained when you first edit them. Content dragged outside the paper stays in the design and can be recovered through Layers or Undo, but only ink inside the paper is printed or exported. Use Delete to actually remove an object. Saving creates the normal new version; it does not rewrite an older saved Proof.

To move existing artwork between pages, drag an unlocked object, selection or group onto another page in the same design and release. Its size, formatting and grouping stay intact. Keep the pointer near the workspace edge to scroll while dragging. One Undo returns the move to its source page. Backgrounds and locked objects stay on their page; product assignment and quantities do not change.

All insertion cards—including shapes, lines, text presets, font rows, recent images and saved blocks—can be dragged onto the active page. Release to insert at that position. A short click still inserts; Escape or dropping outside the page cancels. Each insertion is one Undo step.

Click or drag a recent image to insert its original version. Saved retains the Company/Private image-block library, search, save and insertion options. Switching tabs retains search and drafts; Cancel keeps the current tab and design intact.

In Background color, choose Transparent to remove the background paint. The checkerboard shows transparency in the editor and is not part of the artwork. PNG retains transparent areas; PDF leaves them unpainted, which usually looks white in a PDF viewer or on paper. Choosing a solid color restores an opaque background. Undo/Redo and saved editable designs retain this setting; existing designs stay on white paper until you explicitly change their background.

Select an element on the canvas to reveal its supported handles. Drag to move the artwork; shape handles resize, line endpoints edit the line, and text corners scale size and width proportionally. Text side handles adjust the width limit; the round controls below move or rotate the selection. The selection frame and its grips turn with the object, including text; move and rotation controls follow its lower edge and keep their screen size when zooming. Rotation handles are available for text, shapes, images and lines; shapes, images and lines rotate around their center while text keeps its existing anchor. Go confirms text fitting after release. Alignment guides use a consistent screen distance; hold Alt to bypass them. Shift snaps rotation to 15 degrees, preserves the ratio during corner resizing and increases keyboard steps. Escape cancels a gesture. Releasing applies one Undo step; it does not save files or send anything to the customer.

Click empty paper or the workspace around it to clear the object selection and keyboard focus. Arrow keys then stop moving the previous object. Zooming, scrolling and panning the workspace retain the selection.

Open Layers at the bottom of the left rail to see a visual stack, frontmost first. Click a preview to select the same object on the canvas. All shows the whole stack; Overlapping shows the selected object and layers whose rendered bounds intersect it. Drag a grip to change the order, or focus the grip and use Space, Up/Down, then Space to drop; Escape cancels. A completed move is one Undo step. Background stays at the bottom and locked layers cannot be dragged. Each row's menu provides arrange, duplicate, lock/unlock and delete actions; open it with the row's menu button or by right-clicking the row. Save the editable design to retain the order when reopening it.

The small toolbar above the selected element provides Duplicate, Lock/Unlock and Delete. A duplicate is an independent, unlocked copy, including any record font overrides. Lock prevents moving, resizing, formatting or deleting that element until you unlock it; the round move/rotate controls remain below an unlocked selection. These actions use the same Undo history and do not save automatically. The lock is retained when you save the editable project normally.

Select a text element to show its template font, size in points, color and B/I/U/S controls in the toolbar below the editor header. Open Font to search the shared library of more than 2,000 open font families. It opens the left font panel with small visual samples. Search and selection stay open while trying fonts; Close or Escape returns focus to the toolbar. Show more extends the visible list without loading all font files. Missing samples still allow selection by name; private document fonts are never published as samples. Fonts already in this document remain available. Choosing a library font loads only its selected file and checks it before applying one Undo step. The editable design keeps that exact font file, so reopening and exporting do not depend on Google or a later library update. Record-only font overrides remain independent. Fonts that exceed this editor's size limit are unavailable; if loading or font validation fails, the existing design stays unchanged. A document can contain up to 20 embedded fonts and must remain within its existing size limit.

While a font is checked, other tools remain available. Choose Cancel or press Escape to cancel it. Editing the document or selecting another object also cancels that candidate; a late result cannot overwrite newer work. Preview requests reuse verified library resources instead of repeatedly uploading those font bytes. Saved editable designs retain exact embedded fonts. A timeout or connection error retains your draft and last valid preview; retry or choose another font.

Click the size value to select it and open common point sizes. Type a custom decimal size or choose a preset; minus/plus changes one point, retaining decimals. Enter or leaving the control applies the draft, Escape restores it, and each completed change is one Undo step. Focusing an unchanged size does not rewrite it.

Click aA to cycle original, upper, lower and title case directly, without a menu. Click the alignment icon to cycle left, center and right inside the text box; it does not open a menu. The full-width text frame stays in place as the text aligns inside it, including rotated text. Click the list icon to cycle no list, bullets and numbers, also without a menu. The alignment and list buttons show icons matching the selected text's current alignment and list style; hover for the localized control and current value. Enter explicit lines in the Content & data text field. Case changes apply to resolved values without rewriting column bindings or source data. Bold and italic synthesize vector variants of the selected font; underline and strikethrough are also included in saved output. The same formatting appears in the preview, proof image and PDF and is retained in the saved editable project. Open Color to use the shared solid-color palette or enter a precise HEX value; color changes use the same Undo history. The size is nominal: text may shrink automatically to fit. Content, column binding and this-record-only font overrides remain in Content & data, opened from the toolbar. Text and Bind column are available there; expand Advanced for the font override for this record only and Width scale. The toolbar indicates when the current record has its own font. Templates, Text, Elements, Images and Data are stacked in the left tool rail. Click a category to open its panel; click it again to close it. Opening a panel does not insert anything. Text offers Add a heading, Add a subheading and Add body text, followed by the same searchable font catalogue and previews as the toolbar font picker. With text selected, a font choice formats it; without text selected, it creates a body text field. Drag a font to create a separate text field. Saved contains the complete private/company text-block library, retaining search drafts when switching tabs. Images puts Choose image above Recently used and Saved, and Elements lets you choose a rectangle, rounded rectangle, ellipse, triangle, line or arrow before inserting. Live search sits above the location tabs in every saved library, followed by content; in Elements it appears above the insertion tiles. Templates shows the saved template library. More → Document layouts opens the existing area, rename, duplicate, delete and product-list controls in a dialog. Only one left panel is open at a time. Layers starts closed; its button stays at the bottom of the rail. There is no fixed right panel. Content & data (text) and Position open popovers from the contextual toolbar. Global Template settings opens from the header More menu. They start closed and reserve no canvas space. Click outside to dismiss; Escape or Close returns focus to the trigger. Selection and drafts are retained when switching categories or closing settings. Import your own SVG from Elements → Import SVG. Supported vector geometry becomes one editable object. Select Edit points or double-click it to drag anchors and curve handles. Activate Add point and click a contour to split it at that position without changing its curve; Delete point and Corner/Smooth change the selected node. Points snap to page edges/centers, other objects and visible guides; hold Alt to bypass. Arrow keys move a focused point by 0.1 mm, Shift by 1 mm. One drag is one Undo step. Escape cancels a drag or exits point editing; Done returns to object tools. The saved editable design and existing exports retain the resulting geometry. Import is limited to supported solid vector content (2 MiB, 64 paths, 5,000 commands). Convert text to paths first. Unsupported images, effects, clipping, CSS or paint are rejected as a whole; nothing is silently removed.

You can keep editing while the exact preview updates. Geometry, basic colors, transparency, stacking and deletion respond locally. Detailed font, effect and shape output updates in the background without the previous fixed pause; new library fonts still need to load and be checked. Save and export use the current design rather than the temporary display. Data contains Excel/CSV import, all data formats, column mapping, A4 color and quantity-repeat options, skipped SPUs, the data/matching table and sample data. Data also contains collapsed Advanced matching with SPU IDs, style within SPU, its lock and matching style. Area assignment is in More → Template settings… using the existing popover. These matching fields serve imported batch data; they do not create a product-catalog association. Text retains TTF/OTF font import where the entry point permits it. PDF text is still converted to vector outlines. Drag text presets, font rows, shape/line choices, recent images or saved blocks onto the page to insert them; the drop uses the current paper scale and one ordinary Undo step. A saved whole design adds its layouts through the same template-insertion command. Click remains an alternative. Image tiles insert ordinary images; use Set as background explicitly to promote one. Dropping a device file directly on the page retains the existing background-replacement workflow. Data tools load when first opened; panel values and dialog drafts remain when switching categories. There are no tools below the preview. Ordinary saves show Saved or Save failed in the notification toast; uncertain results retain their recovery receipts above the workspace. Import availability still depends on the entry point and its existing permissions.

Select a shape for its type, fill, stroke color/weight/pattern, corners and opacity. The two color buttons sit together: the filled circle changes Fill color and the hollow ring changes Stroke color. Choose Transparent (no fill) in the fill palette to remove its fill; outline color and style remain independent. The Shape settings icon contains labelled shape preview tiles together with sliders and precise values for corner rounding in millimetres and 3–100 sides. There is no nested shape dropdown. Use the tiles or Arrow/Home/End keys to change the preset. The separate Shape toolbar menu is removed. Left-panel choices still insert a new object; this menu changes the selected object. Three sides use a triangle, four a rectangle and larger counts a polygon; other appearance, size and rotation settings remain. Roundings stop at adjacent edges to avoid crossing corners. The radius field retains the existing 0–1000 mm range; the slider follows the object's physical size. Ellipses keep the same shape chooser so you can convert them again, while inapplicable corner/sides controls are hidden. Images retain their radius-only Corner rounding popover; lines have no shape menu. Locked objects cannot change. A released gesture is one Undo step, and the saved design, SVG preview, PNG and PDF retain the geometry. The Stroke style icon previews its current pattern. Open it for visual choices (no stroke, solid, long dashes, short dashes or dots) and a weight slider with a numeric field in millimetres. Stroke color stays beside it as a compact hollow ring, including when No stroke is selected. Choosing a color activates a solid contour in one undoable step. In that palette, Transparent (no stroke) hides the contour while retaining its color and weight. For lines, this also hides endpoint symbols. Current color reactivates the retained color; Undo restores the previous contour. Shape corners are adjusted separately. Lines also offer Rounded end points in that popover. The setting is retained when saving and used in preview, PNG and PDF. Thin contours have a finer slider: the usual working range is 0.05–3 mm, with more track space for small values. Existing larger values stay available; the precise field still accepts up to 50 mm and expands the working range. Switch the contour display between mm and pt without changing its physical size or adding an Undo step: 0.8 mm is about 2.267717 pt. Numeric arrows step by 0.01 mm, or 0.001 mm with Shift. Hold Shift while dragging for finer movement; you can change Shift during the gesture without a jump. Float sliders for opacity, spacing, effects and corners also support Shift refinement while retaining their own units. Sides remain whole numbers. Escape cancels; one drag remains one Undo. Artwork sliders now drag four times more slowly by default; Shift makes movement another ten times finer. Clicking a distant point on the track takes one step instead of jumping across the range. Small corner radii use hundredth-millimetre steps, or thousandths with Shift. Sides remain integers even with Shift. Palette hue, canvas zoom and crop zoom use the same slower movement. Exact number fields and their full ranges remain available. Saving and exporting retain the canonical physical values, regardless of display unit. Lines offer independent start/end icon grids: none, open arrow/circle/square/diamond, bar, and filled arrow/circle/square/diamond. Swap line ends exchanges them in one Undo step. Line type selects Straight, Elbowed or Curved. Elbowed lines use an orthogonal midpoint bend; aligned endpoints remain straight until moved. The endpoint handle still moves the original endpoint. Hollow symbols stay transparent; line direction, markers, stroke and opacity persist in preview, PNG and PDF. Images offer Replace, Crop, horizontal/vertical Flip, stroke, corners and opacity. Image selection accepts local PNG/JPEG files within the editor's byte/pixel limits; cancelling selection leaves the draft unchanged. Crop uses drag/zoom and keeps the original image in the editable project. These appearance settings persist in the project and appear in the Go preview, proof PNG and PDF.

Position opens a toolbar popover for coordinates in millimetres, dimensions, rotation, alignment to the page and front/back order. Text uses center X and baseline Y; other objects use the unrotated top-left corner. Appearance fields are not duplicated in that panel. Numeric commands apply on Enter or leaving the field; Escape restores the previous value, and Undo reverses a command.

Combine objects with Shift-click or a selection rectangle, then choose Group in the contextual or floating toolbar (Ctrl/Cmd+G). Choose Ungroup or use Ctrl/Cmd+Shift+G to separate them. Group corner handles scale all members proportionally; move, rotate, snapping and Undo keep their physical geometry. Expand a group in Layers and choose a child, or double-click through the group, to edit its existing text, image or vector tools. Text remains editable, images retain their sources and vector paths remain vectors. Locked members prevent whole-group changes. The Save as block bookmark-plus icon in the small floating toolbar at the selected object stores either that individual object or its selected group in Text, Images or Elements according to its contents, using the existing Company/Private access. Reusable blocks omit customer rows; saved designs retain their own data snapshot.

Templates puts search above All / Private / Company tabs and shows saved complete designs together, with All selected by default. Filter by Private or Company; each preview tile shows its name and scope. You see only templates allowed by existing Files permissions and scan checks. More → Save design to library opens the existing save dialog. Text, Images and Elements offer their own saved blocks. Select an object or group and choose the Save as block icon directly in its floating toolbar; the browsing panels and upper group bar do not repeat this action. Click Save in to open the same Document Explorer used by Save & export. Choose Company or Private and a folder, then Choose folder to return. This selects a location; Save writes the file. The file name is entered without its system-managed JSON extension. Company follows workspace access; Private follows your own access and the administrator's private-saving policy. Neither publishes a customer link. Results update as you type; clear the search to show all saved items. New files appear after their scan completes. Click a tile to insert it. A block retains its physical size, appearance and required assets; a whole design adds layouts to the document. Undo reverses one insertion. Reusable copies omit customer data rows and preserve the open document's data. More → Document layouts retains area, rename, duplicate, delete and product-list controls. Its drafts remain when closing and reopening the manager. Data / Advanced matching retains all SPU and matching fields; Template settings retains the area assignment.

Save artwork stores the editable project, proof image and physical production PDF through Files, then creates a new Draft approval version. A confirmed save returns to that product's Production dialog; reopening loads the exact saved project version. Saving does not send a proof or invitation, or record customer approval. The previous customer-approved production reference remains until the customer approves the new version. The production PDF contains artwork; it does not create cutting contours.

The existing Mark as sent action records an explicitly released version; it does not send an invitation. Customer proof shows the released snapshot, not a newer internal draft. The customer's approval is a separate decision, and the last customer-approved production reference remains while a new draft is edited.

Open Save & export in the editor header. Choose a Name and File type: Editable design, PDF Standard, PDF Print, SVG, PNG, JPG, TIFF or DXF contours, each with an icon. The extension is handled for you. Editable design uses the managed .hj format and retains rows and record fonts. PDF Standard is a compact, white 150-dpi viewing copy; PDF Print retains vector text outlines and original images. Neither claims PDF/X or CMYK compliance. SVG has millimetre dimensions and text paths; images and soft effects stay raster. An explicit background remains artwork; automatic white paper is omitted from SVG. PNG and TIFF retain transparency at 300 dpi; JPG is a 300-dpi white-background copy. SVG/images/DXF export the current page. Their ZIP choices, and PDF Print pages (ZIP), contain one file per current-document page in order, root first, for the current record; other layouts are excluded. DXF exports opaque, solid, unclipped vector contours in millimetres, with outlined text. It does not retain fill/stroke appearance. Images, soft effects, alpha, dashed strokes or outside-page contours are rejected instead of silently dropped. These copies do not replace the source or release a customer Proof. SVG/DXF are graphics for production software, without laser power/speed, cutting operations or embroidery stitches. DST/PES and G-code require machine-specific preparation. Check the target software and producer requirements. In Production, Save artwork remains a distinct action in this menu with its existing order destination and Proof flow.

Choose Save & export → Production PDF to prepare one production copy:

1. In Data, use Add data… or Edit data… to import or review the document rows. Apply your changes in the existing data editor.
2. In Review, check the matched templates and rows without an artwork-template match. Quantities, list assignments and physical sizes are checked before saving.
3. In Output, select A4 artwork sheets, Production lists, or both. When both are selected, artwork sheets come first in the same PDF.
4. Choose Continue to save…, then use the normal Files destination and save flow. Advanced retains individual exports and existing list settings.

In workspaces updated to 2.3.7, automatic production import keeps both artwork and list-only orders. A list-only order can have no artwork-template match when its full SPU has an enabled list mapping. Unassigned or ambiguous orders still stop output; artwork sheets alone do not require a product-list template. Current quantities and continuation text fields remain in the production data.

For output that uses them, rows need an SPU and an enabled matching list rule. Quantities come from the selected quantity column. Ordered design pages stay together for each quantity copy. Designs are never shrunk or rotated to fit; oversized designs and unresolved required matches stop saving. Print at Actual size / 100%. The overview remains a scaled check, not measured output. This copy uses the current document data, retains existing Proofs and does not release anything to customers.

Click Save in to open Document Explorer at the current/default location. Choose an accessible Company or Private folder, then Choose folder. Cancel keeps your previous location, name and type. Use as default remembers the location for this workspace/user/browser; it never grants access. Company storage follows workspace permissions and does not create a public Internet link.

After a successful save, Download a copy? offers Download or Done. Download uses that exact saved version, without another save or export. If a file check or current access blocks delivery, it remains saved; retry Download later. Done closes without downloading. A4 layout preview, A4 overview PDF and HEX list remain under Production PDF → Advanced. Library copies keep their existing dialog. This full-document save retains data rows and record-specific font settings for reopening. It does not register a library tile; use Save design to library or the floating Save as block icon for a reusable copy without those data rows. Reusable catalog designs retain their embedded PDF motif sheets when saved or inserted from the library. Imported production rules must be reviewed before enabling their product mappings. Existing saved Proofs keep their own resources and record values. Designs uploaded through Files may be compressed in storage; open the admitted exact version normally after its file check completes.

An administrator can change Allow private template saving under Settings → General → Artwork storage. That policy applies only to the Artwork/template editor; other personal Files operations retain their existing rules. A saved default folder never grants access and is checked again when you save.

After an interrupted save, inspect Files and Versions before saving again. Keep the draft and displayed file receipts while resolving an uncertain result. When saving artwork from Production, the editor waits automatically for pending file checks before adding those same versions to the internal Proof draft. No additional dialog or upload is required. The background wait is limited to two minutes. If all three files were saved but could not yet be accepted, check their scan status and use Retry saved result. After a page reload, reopen the same product's Production dialog in the same browser tab to find this action again. Recovery remains available for up to 24 hours to the same signed-in user and workspace. It retains the exact saved files and pending command; it does not upload or create those files again. Current access, scan checks and the original Review version still apply. Partial or unknown save results require inspection. A successful save or retry prepares an internal Draft. Use Share proof in customer chat separately when the customer should see that version. This requires current customer-chat access and does not send an invitation or record customer approval. Standalone, private and reusable-library saves do not publish an Order Proof. Proof files in the product chat use the compact shared attachment box; open the file there and use the adjacent customer decision actions. Prepare artwork no longer requires selecting or configuring a Review template. Existing requests and history remain available. The editor's layout templates belong to its project; they are separate from company Review templates. These changes also await the matching product release.

The order has been saved when Order created is shown. Saving an order does not by itself confirm that it is ready for a shipping label; check its Fulfillment requirements before the next action.

If something goes wrong

• Create Order is disabled: read Create blockers. A common first blocker is an empty product list or a line without a product title/SKU and positive quantity.
• An amount or currenc...

A new Artwork design starts with one empty 50 × 50 mm page. Change the size from the header when needed. The four original example designs are available in Templates → All → Examples; search by name and click to insert one. They are not Company or Private files. Insertion can be undone. Opening a saved design or returning to a retained session preserves its content.

Import and connect spreadsheet fields in Artwork Studio

Open Data → Add data… or Edit data… to use the shared spreadsheet editor. Edit cells and column names, add/remove/reorder rows or columns, find values and use Undo/Redo. These changes stay in the modal until Apply data checks matching and updates this design. Cancel keeps the previous data. Columns connected to text or output settings must be kept; a failed Apply retains your draft.

For a file, choose Import Excel / CSV inside the editor. Choose CSV, XLSX, XLS or ODS, select its sheet and review example rows. Import records puts that sheet in the modal; Apply data then updates the design. Use unique column names in the first row. Limits remain 1,000 records, 128 fields, 25 MB per file and 2,000 characters per cell. Existing layouts remain; the applied change can be undone.

Click a field card in Data to append it to an unlocked selected text. Without an editable text selection, a click creates connected text. Drag a card onto a page to place new connected text there. Existing wording and fields remain; cards show values from the current preview record. Content & data → Insert data field remains available for selected text. Data and output options keeps the format, column mapping, A4 colors and quantity settings; Advanced matching keeps product matching. Saving preserves document records, field bindings and per-record fonts without a live spreadsheet connection or changes to Orders. Earlier saved Proof versions keep their own data.

In Data → Insert field as, choose Initial before clicking a field card to insert its first visible character in uppercase. Accents and combined Unicode characters stay together. Full text remains the default; changing the choice does not rewrite existing text or source values. The saved design retains the binding, so each preview record supplies its own initial.

Reviewed initial/name-band layouts preserve a large initial behind a fully opaque rectangular name band. The name remains on top; visible text collisions and page boundaries still require correction before production export. Existing saved layouts and Proof files retain their previous output.

Production-list matching also accepts Pattern, 设计 and S followed by a number, in addition to Style/Design. Conflicting or malformed style numbers must be corrected before export. Under More → Document layouts, open the product-template settings to edit a name for each configured SPU. Editing these names groups the products separately. Clear a name to use the product name from the saved spreadsheet rows; without one, the shared title is used. Unchanged fields keep the shared title, and older templates keep their existing grouping. These settings do not update live Products, Order quantities or saved Proofs.

Reuse a template with Order data

When you open a new artwork document from a product's Production → Open editor, it captures these fields from that Order's current review workspace: Order reference, Product, SKU, Quantity and Specification. Use these names in a template's data fields. Choosing a template keeps the Order values; saving a reusable template keeps the field bindings and removes customer records. Explicit specification fields such as Name: Anna are also available as Name, using the same parser as the Order view. Duplicate names receive numbered Attribute: … names; collisions with fields such as SKU receive a unique Attribute: … name. Free-form prose stays in Specification. Values longer than the existing 2,000-character cell limit must be corrected before initial autofill.

A saved Proof contains its own layouts, resources and record values. Reopening that Proof uses its exact saved version, so later changes to the Order or library template do not rewrite an earlier proof. Editing a design does not update Order fields. The existing save and customer-Proof publication flow is unchanged.

After an Order quantity edit has finished saving, its current quantity also updates the Inventory and Card data. For an Order with several items, edit each item's quantity on its Card; a flat total cannot select an item safely. Existing saved Proofs keep their original quantities and files.

Import a font and find keyboard shortcuts

In Text → Import font…, choose a TTF or OTF file through the existing Files picker. Existing file access and safety checks still apply. Canceling does not change the design. An accepted font becomes available in the document; saving retains its bytes so the saved version can reopen independently.

Open More actions → Keyboard shortcuts… to see the supported canvas commands. Text inputs, menus and dialogs retain their own keyboard behavior. A blue outline identifies the active page. Interface motion follows the system's reduced-motion preference.

Artwork Studio: create, edit, save and export

These steps apply to workspaces running 2.3.5 or later. Open Artwork Studio from the main navigation to create a standalone design. The existing Production entry retains its separate Order and customer-Proof rules.

1. Create or reopen. Start with the blank page or open an accessible .hj design from Files. Artworks in Quick access filters editable designs and registered older templates in the selected Company or Private space. It creates no folder and grants no additional access.
2. Set the page and add content. Rename the document and choose its size in the header. Use Text, Shapes, Images or Templates in the left rail. The rail and resource/Layers panel begin below the document header. Selection tools sit beside that panel, directly above the canvas; zoom stays below the canvas. On a narrow screen the panel and canvas stack vertically.
3. Replace a font. Select text, then click its font name in the contextual toolbar to open Fonts. Search or choose a document/library font. Heading, subheading, body-text insertion and font import remain under Text; returning there retains the previous tab and search.
4. Edit and check. Select objects to move, resize, group or reorder them. Press ? on the canvas for all shortcuts. Ctrl/Command+X/C/V cuts, copies and pastes; Z undoes, Shift+Z redoes and S opens Save. T/R/C/L inserts text, a rectangle, a circle or a line. Ctrl/Command+[ or ] changes layer order; add Shift for back/front. Text fields and dialogs retain their native keys.
5. Save the editable source. Choose Save & export → Editable design, enter a name and choose an accessible destination through Save in. Confirm Save and wait for file admission. Reopen that exact .hj file to keep editing. Files shows a saved preview when available, otherwise a paintbrush icon. Registered older JSON designs remain supported.
6. Prepare production output. Choose Production PDF for artwork sheets, production lists or both. Under Advanced, Production package (ZIP) retains the combined actual-size A4 sheets/lists plus separate page PDFs. Product-template settings can place motifs above/below text and emphasize colour names. The optional HEX compatibility setting targets older software; unsupported content blocks that output instead of changing the design. Check the target software and print scale. Export does not approve a Proof, send a customer message or create machine toolpaths or embroidery stitches.

Temporary recovery does not replace Save. A checkpoint expires after 24 hours and can be lost when its tab/browser storage is cleared. It is scoped to the same account, workspace and permissions; signing out revokes its recovery key. Review any offered recovery; Undo returns to the saved source. Light mode uses muted controls and a lifted paper surface. Changing theme does not change the saved design or output.

Data pages, row changes and production (2.3.10)

These steps require workspace version 2.3.10 or later. Existing saved Proofs keep their own design, data and output.

1. Open Add data at the top of the Artwork categories. Choose or drop an Excel/CSV file, select its worksheet and choose Review data. Review detected columns, map other headers and edit cells in the shared table. Apply data applies the staged changes; Cancel preserves the previous design data. Manual entry, extra columns and changing the file or worksheet remain available.
2. After Apply, Data fields lists the spreadsheet column names. Matched rows appear automatically for their design pages. Edit a connected object on any row to update the shared master; each row retains its own field values. Text, Images and Elements insert through their existing tools. Blue outlines mark linked objects on other rows. With data present, there is no separate Edit design switch or manual Add page action.
3. To change only one row's object, select it and use Customize only this row in the floating chain control. Only this row marks that exception. Reconnect to master template restores the current shared object; Undo can restore the exception. Click a personalized page title to rename that page. Names do not change products, template matching or quantities.
4. Choose Save & export → Editable design to save a separate .hj copy through Files. Reopen the saved version after its normal file checks to retain shared edits, row exceptions and page names. A loading skeleton is a pending state; wait for the actual preview or a clear error. Refreshing retains the last valid scene where one is available.
5. In Production PDF, reuse the design's existing orders or use the same import/review/Apply flow. Check orders, total pieces and artwork/list assignments. Invalid quantities or missing/ambiguous assignments stop continuation; list-only products remain valid with their enabled list mapping. Fix data opens the table and Configure templates opens document layouts.
6. Choose artwork sheets, production lists or both. Review pages show rows once; production output repeats the required quantities and packs actual-size A4 sheets. Advanced and individual exports remain available. Save through Files, then Download the admitted result. This output does not change a saved Proof or approve/share anything with a customer.