Designing badges - Advanced Enrollment 3.1

When you have created a blank template, you must determine which design elements and data representations you want to add to it.

1. From the Templates list, select the blank template you want to design.
   
   The card template is chosen.
2. From the side toolbar, click and drag a tool onto the template to use it.
   
   There are six graphical tools you can use to edit the template:

   Rectangle tool

   Use to draw a square or rectangle on the template.

   Ellipsis tool

   Use to draw a circle or oval on the template.

   Text tool

   Use to add text to the template. You can enter a static text or add dynamic cardholder and credential text fields, such as First name, Last name, and so on.

   Image tool

   Use to insert a picture on to the template. You can insert cardholder pictures, a background image for the card, and so on.

   QR code tool

   Use to insert QR codes on to the template.

   Barcode tool

   Use to insert barcodes on to the template.

3. If you added an image to the template, select the image to edit it using the options in the Image and Color and border widgets.
   In the Image widget, choose whether the Source of the image is a cardholder picture or an image from a file, and whether the image should be stretched or not.

   Cardholder’s picture

   Dynamic cardholder picture that changes, depending on which cardholder you are printing. This image field links to the value Cardholder picture in the configuration database.

   Tip: If a cardholder’s picture was taken in front of a chroma key screen, you can make the picture background transparent. This is helpful if you are creating a badge template that has an image in the background.

   File

   Static image selected from a file.

4. If you added text to the template, select the text to edit it using the options in the Text widget.
   In the Text widget, you can use the following tools:

   • Click Add field () to add a dynamic cardholder or credential field. You can mix static text with the dynamic fields.
   • Click Fill to set the text color.
   • Click Align left, center, or right to set the text alignment.
   • Click Wrap text if too long to turn on text wrapping.
   • Use the Size slider to determine the font size
   • Click Bold, Italic, or Underline to format the text.
   • Click Auto adjust text size to fit the text inside the text box by changing the font size.
5. If you added a barcode to the template, click the barcode, and then edit it from the Barcode widget. The barcode data can be static or use dynamic credential properties.
   
6. If you added a QR code to the template, click the QR code, and then edit it from the QR code widget. The QR code data can be static or use dynamic credential properties.
   
7. In the Color and border widget, you can use the following tools:

   Fill

   Use to modify the fill color of an inserted object.

   Border

   Use to modify the border color of an inserted object.

   Opacity

   Use to modify the opacity of an inserted object.

8. In the Size and position section, select where the text, image, QR code, or barcode is located on the badge, and its width and height.
9. In the top toolbar, you can use the following tools:

   Format

   Use to modify the size and orientation of the card.

   Magnetic card editor

   Use to create a magstripe template or edit an existing one, if you need one.

   Import

   Use to import a badge template.

   Export

   Use to export a badge template.

   Send to back

   Use to send a selected element to the bottom layer.

   Send to front

   Use to bring a selected element to the top layer.

   Rotate 90° left

   Use to rotate a selected element counterclockwise.

   Rotate 90° right

   Use to rotate a selected element clockwise.

   Remove

   Use to delete a selected element.

   Show grid

   Use to show a grid on the template to help you align elements.

   Unit

   Use to switch between inches and millimeters as units of measurement.

10. Click Apply.