Produce

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Creating material efficiently

Papirfly is designed so that you can easily create new material.

To create a new document, all you need to do is to open a template, make some edits, and save the work that you have done.

However, we always aim for Papirfly to be as efficient with creating material as possible. To live up to this we have added features that makes the process of creating material even easier.

Creating many documents in one session

If you know that you are going to be creating more than one separate document, instead of opening a new template every single time, follow the steps in this article to create many in the same session.

To create more than one document in the same session, follow these steps:

  1. Open a template
  2. In the field at the bottom of the editor, click on the + symbol to add more documents. You can also click on the two overlapping squares (as seen in the screenshot below) to duplicate the page that is currently active in the editor.
  3. Make some edits to ensure the pages do not look the same
  4. Click Save & Close

By doing this, you can easily create many documents without having to open a new template every single time. You will still be able to download each of the separate documents when you download the final document file.

Creating a new document from existing documents

Papirfly keeps every document that has been created earlier. If you have created a document that you really like, you can reuse this document to create new material.

To create material from existing documents, follow these steps:

  1. Locate the previously made document that you would like to use
  2. Click edit on the document to open the editor
  3. Make changes to the document and click on the save button (disc) in the upper right corner.
  4. In the save window, ensure that Save as new is checked
  5. Give the document a new name, and click Save and close
  6. The editor will close, and you will have created a copy of the original document with the recently made changes.
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Sorting templates/documents in the overview

Sorting allows you to decide which templates/documents you would like to see first in the list. To sort templates/documents, follow these steps:

  1. Navigate to the Produce launcher
  2. From here, click on either Templates or Documents in the menu at the top left of the page and you will be redirected to a new page
  3. On this page, click on the button with an arrow pointing downwards in the upper right corner that says change ordering if you hover over it
  4. Choose the type of sorting you would like to use in the dropdown menu
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Produce launcher overview

The launcher provides you with the possibility of creating material as well as finding already created material. Here is a list of the buttons/functions within the Produce launcher 

Tabs in the top left corner:
  • Home: This is the main page of Produce. A combination between the pages for templates and documents. 
  • Templates: On this page you can see all the different templates available to you. Clicking on the templates opens the editor which allows you to create your own material.
  • Documents: This page contains all the documents that have been generated through templates. 
  • New document: Allows you you easily start creating a new document from the most popular templates
  • Information button: Display some quick information about the template
Latest documents and list of all documents:
  • Show all: Choose if you would like to see all documents or only documents created by you, shared with you or by a specific user
  • Name: Name of the document
  • Status: Current status of the document
  • Type: Type of document. Print, Graphic, video and other types. 
  • Size: Size of the document in megabytes and number of pages
  • Last edited: Date of when the document was last edited
  • Created by: The name of the user that created the document
  • Actions: Actions that you can do with the document. The pen allows you to continue editing and the three dots lets you preview, download or delete the document.
Symbols in the list of all documents: 
  • Exclamation mark (warning): Lets you know that there is an issue within the document that needs to be fixed. Open the document in the editor to fix the issue. 
  • Pen symbol: Click this symbol to open the document in the editor to continue editing it
  • Three jumping dots: If the document has three jumping dots right next to the thumbnail of the document, it means someone is currently editing the document in the editor

Symbol if someone is currently editing the document:

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Warning messages

In contrary to an error message, a warning message is only there to inform you that something within the document should be improved. It will not stop you from generating a final output (document, video etc.).

The warning symbol looks like this:

Warnings usually only appear after you have been editing a document and something should be changed. Look at it as a feature to guide you to creating good material; It is supposed to help you with ensuring branding consistency and quality.

In order to see warning messages and correct those in the editor, follow these steps:

  1. First, navigate to Produce
  2. Open a existing document in edit mode, and a new pop-up window will appear with the papirfly editor
  3. If there are any warnings within the document, you should see a red error icon in the top right corner
  4. Click on the warning icon and a menu will appear underneath showing the warning description. You will be able to generate a final output (.pdf or other formats), however, we recommend you fix the warning in order to create the best material possible.
  5. By click on the specific warning message the editor will take you to the page and highlight the issue for you
  6. Correct the warning, save and close the editor, and the final output will be generated as before

Typical warnings:

  • Image resolution is low. To fix this issue, use an image of a higher resolution.
  • More to come…
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Error messages

In contrary to a warning message, an error message is there to inform you that something within the document must be improved. If you do not fix the error, you will not be able to generate a final output (document, video etc.).

The error symbol looks like this:

Errors usually only appear after you have been editing a document and something is not in line with how the template has been decided to look. Look at it as a step to prevent you from making mistakes when creating material; It is supposed to help you with ensuring branding consistency and quality.

In order to see error messages and correct those in the editor, follow these steps:

  1. First, navigate to Produce
  2. Open a existing document in edit mode, and a new pop-up window will appear with the papirfly editor
  3. If there are any errors within the document, you should see a red error icon in the top right corner
  4. Click on the error icon and a menu will appear underneath showing the error description. You will not be able to generate a final output (.pdf or other formats) before the error message has been fixed.
  5. By click on the specific error message the editor will take you to the page and highlight the issue for you
  6. Correct the error, save and close the editor, and the final output should be generated

Typical errors:

  • Image resolution is too low. To fix this issue, use an image of a higher resolution
  • Too much text. In some text-boxes there can only be a limited lines of text. If you surpass this limit, you will not be able to generate material for this specific document. Remove text in order to be able to generate your document/asset.
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Ensuring a good editing experience

In order to ensure that you have a great experience with Produce, try some of these tips:

  • Limit the amount of open tabs you have in your web browser
  • Limited the amount of other applications you are running on your PC
  • Clear your cache
  • Try a different web browser. We have good experience with running the editor in Google Chrome. Papirfly supports all web browsers.
  • Check your internet connection/speed
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Highlighting all editable fields

In order to see all editable areas in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. Next to the zoom in/out button there is a grid icon
  4. Clicking on the grid icon highlights all the areas within the editor that can be edited
  5. See all marked fields in the screenshot below. These fields can be edited by you.
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Rearrange the pages

In order to reorder pages in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. In the bottom area of the editor you should be able to see all the pages of the document that are currently within the document you are working on.
  4. To rearrange the order of the pages, click-and-drag the page you would like to move to the position in the document you would like it to be in
  5. As soon as you save and close the editor it will generate a new document with the desired page order

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Add hyperlink to text

In order to add hyperlink to text in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. In the editor, mark the text you want to. Click on the hyperlink icon in the right hand sidebar, type in the URL and then press save
  4. The URL is now active
  5. Save the document and the final output will now have a clickable link
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Scaling images in the editor

In order to change to grid creatives view, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. Add an image or find an existing image that you would like to scale in the document
  4. Click on the image and you will see a scale bar in the menu on the right hand side.
  5. The scaling option allows you to drag the bar from left to right to decide the scale/zoom/size of the image.
  • Quick tip: You can also scale the image by click-and-dragging the corners of the image
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Viewing templates/documents in grid or list view

In order to change to grid/list view, follow these steps:

  1. Navigate to the Produce launcher
  2. From here, click on either Templates or Documents in the menu at the top of the page and you will be redirected to a new page
  3. In this page, click on Tiles or Table in the menu in the top right corner of the page
    • Tiles gives you a better visual view of all the templates/documents
    • List gives you a more detailed view of all the templates/documents
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Doing bulk actions on multiple documents

In order to use bulk actions on multiple created document, follow these steps:

  1. First, navigate to the Produce launcher
  2. In the top menu, click on the tab called Documents and you will be redirected to a new page with all generated documents
  3. Click on the documents in the overview that you would like to manage
  4. As soon as you have marked one or more documents, a menu on the right-hand side will appear
  5. In this menu you can select which actions you would like to do to these documents. For example, you can delete all of the selected documents or download all of the in a .zip file. 
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Deleting a created document

In order to delete a previously created document, follow these steps:

  1. Navigate to the launcher
  2. Locate the document in the list of previously made documents that you would like to delete
  3. Click on the three dots on the right hand side of the document
  4. Choose the Delete from the options in the drop-down menu
  5. A new pop-up window will open where you will be asked to confirm the action
  6. You have now deleted a created document
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Editor elements

The papirfly editor offers many different elements that will allow you to create material to your liking. However, the elements available inside the editor has all been pre-decided. In other words, some editors might offer many elements for you to choose from, whereas others might have few depending on what has been decided to be included.

The most typical elements are the following:

  • Image: allows you to add an image into the document. The image can be rotated and scaled after it has been added
  • Graphic: Similar to the image element, however, this element is more suited for graphic elements such as logos or other branding shapes
  • Textbox: Single box that lets you add additional text into the document

There are more elements available, but they are often built in top of the elements listed above and given a new name. The functionality is more or less still the same.

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Adding elements

In order to use the Undo/Redo in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. In the editor you have page and document on the right side
  4. If you click on the page options on the right hand side of the editor, you will get access to the elements that have been made available in this specific template. If none has been made available, you will not see any elements.
  5. Simply click and drag the desired element into the editing field and click-and-drag the element to your desired place

To learn more about the different elements available, click here.

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Undo/Redo changes in editor

In order to use the Undo/Redo in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. Edit or make your changes in the editor
  4. To use the undo/redo function in  the template, click on the undo icon in the top right corner next to the ‘floppydisk’ icon. This will undo your last edits in the document.
  5. You can also redo changes by clicking on the arrow pointing the opposite direction
  6. You can do both actions more than once to undo/redo multiple steps/actions
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Document, page & image

Here is an explanation to each section in the right hand sidebar

  • Document: Similar to page, but the difference is that the options within document affects all of the pages within the editor
  • Page: Similar to document, but the difference is that the options within page only affects the page you are currently working on
  • Image: In order to see this section, you first need to click on an image inside the editor. Image gives you access to options for the image that you have clicked on, such as scale or rotate
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Sections in the right hand sidebar

In order to use the functions and options in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. In the new window you will have four sections on the right side of the editor. Tester, document, page and image are the different choices. Some of the options such as tester will only appear if you have the correct access rights.
  4. Depending on the section you click on, you will have different options and functionality. Also, there are other sections as well, but these normally only appear if you have additional integrations added to Produce

Click here to read more about the difference between the sections.

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Saving your work/changes

In order to save your work inside the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. Finish editing or make your changes
  4. To save the template, click the floppydisk icon in the top right corner
  5. You will then get a new pop-up window with save document 
  6. Name the document and then either press save to continue working on the document or press save and close to save and close the editor
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Zooming in inside the editor

In order to zoom in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. In-between the page selector on the button and the page you are working on there is a – x% + field. Click on the – or + symbol to either zoom out or in
  4. + zooms in and – zooms out
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Adding new pages in the editor

In order to add a new page in the editor, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on a template or edit an existing document, and the editor will open
  3. On the bottom left corner you will see a add / remove button
  4. When you press the Add button the choices of different pages will be available.
  5. Click on the page you want to add. 
  6. The page will now be added in the editor
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Document errors/warnings

In order to see and remove errors/warnings in a created document, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Locate the document in the list of documents
  3. If there is an error/warning in the document you should be able to see an orange exclamation mark next to the thumbnail of the document
  4. This symbolises that you should open the document in edit mode and rectify the error/warning. If it is an error you need to correct the issue in order to get the final output to generate.
Error shown in the launcher:
Error shown in the editor:
You can read more about warnings and errors here:
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Previewing a previously created document

In order to preview a previously created document, follow these steps:

  1. Navigate to the launcher
  2. Locate the document in the list of previously made documents that you would like to preview
  3. Click on the three dots on the right hand side of the document
  4. Choose the Preview from the options in the drop-down menu
  5. A new window will open, and you will be able to to preview the document
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Editing an existing document

Editing a previously created document allows you to make changes to your document without having to start from scratch.

To edit an existing document, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Locate the document you would like to edit and click on the pen icon. This opens the editor, allowing you to edit the document.
  3. Make your changes and ensure to save the work by clicking on the floppy disk icon in the upper right corner
  4. Your document, with the changes, can be found at the top of the overview of all previously created documents on the launcher page
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Creating a new document 

Produce allows you to create your own material without any previous experience using production or editing softwares. The templates have all of your brands logos, colours, fonts and more already added in order to give you the best creative experience.

To create a new document, follow these steps:

  1. Navigate to Produce, which will take you to the Produce front page, also called the launcher
  2. Click on the template that you would like to use to start creating your  own document
  3. In the editor, make your changes and ensure there are no errors within the document
  4. When you are done editing, click on the disc icon in the upper right corner and you will have two options for saving your work:
    • Save: Allows you to save your current changes, but continue working
    • Save & close: Saves the document and closes the editor
  5. As soon as you have saved your work it will generate a final output file depending on the type of template you were using; PDF, graphic, video or other formats
  6. You are able to find the generated material in the list of previously created documents further down on the same page in produce
  • The screenshot above shows where you are able to find templates that you can use for creating your own material.
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