Designing badges - Advanced Enrollment 3.1

Advanced Enrollment Plugin Guide 3.1

series
Advanced Enrollment 3.1
revised_modified
2020-12-23
category_custom
Guides
Guides > Plugin and extension guides
prodname_custom
Ecosystem (add-ons) > Advanced Enrollment
vrm_version
3.1

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

Before you begin

Create a badge template.

Procedure

  1. From the Templates list, select the blank template you want to design.
    The templates list with two cardholder groups.
    The card template is chosen.
  2. From the side toolbar, click and drag a tool onto the template to use it.
    The Advanced Enrollment badge template designer.
    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.
    The barcode options.
  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.
    The QR code options.
  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.

Results

The badge template is created.

After you finish

Print a badge or batch print badges.