USER GUIDE 2021-22 - Strawbridge Studios

USER GUIDE 2021-22

Yearbook Pro End User Guide 2

Yearbook Pro End User Guide 3 Table of Contents 1 2 3 4 Introduction . 7 1.1 The Basic Process . 7 1.2 What’s New for 2022? . 7 1.3 Using this User Guide . 8 1.4 Configuration and Preparation . 8 1.5 Software and System Requirements . 9 1.6 The Basic Steps . 9 1.7 Help Within the Software. 9 Using the Software . 10 2.1 User Login . 10 2.2 The Navigation Bar . 10 2.2.1 The Activity Page . 11 2.2.2 The Yearbook Page . 11 2.2.3 The Users Page. 11 2.2.4 The Photos Page . 11 2.2.5 The Sales Page . 11 2.2.6 The Configure Page . 11 2.2.7 Video Help . 11 2.2.8 Help . 11 2.2.9 Logout . 11 The Activity Page . 12 3.1 Status box . 12 3.2 Progress box . 12 3.3 Activity Log . 13 3.4 Due Date box. 13 3.5 Message box . 14 The Yearbook Page . 15 4.1 4.1.1 Adding New Sections to Your Book . 16 4.1.2 Pages and Page Numbers . 17 4.1.3 Understanding Section Status in the Status Column . 17 4.1.4 Using the Actions Toolbar . 18 4.1.5 Advanced Section Management using the Settings Menu . 20 4.2 5 Organizing Your Yearbook Using the Yearbook Ladder . 15 Working in the Section View . 23 Designing Your Yearbook . 24 5.1 Preparation . 24 5.2 Using the Advanced Design Page . 24

Yearbook Pro End User Guide 4 5.2.1 Trim and Safe Areas . 26 5.2.2 Alerts and Warnings . 26 5.3 Using the Main Toolbar. 26 5.4 Adding Layouts and Backgrounds . 28 5.5 Adding Themes. 30 5.6 Working with Candid Photos . 31 5.7 Working with Portrait Photos . 32 5.7.1 Using the Portrait Wizard . 32 5.7.2 Basic Mode Features . 34 5.7.3 Advanced Mode Features . 37 5.7.4 Editing Your Portrait Pages .40 5.8 Adding Clip Art to Your Pages . 41 5.8.1 Searching for Clip Art . 41 5.9 Adding Elements to Your Pages . 43 5.10 Working with Saved Layouts .44 5.11 Editing Photos . 46 5.11.1 Cropping Using the Crop Tool . 46 5.11.2 Applying Borders Using the Border Tool . 46 5.11.3 Adding Custom Colors to the Color Picker. 47 5.11.4 Rotating and Flipping Using the Rotate Tool . 47 5.11.5 Applying Effects Using the Effects Tool . 47 5.11.6 Deleting a Photo or Frame Using the Delete Tool .48 5.11.7 Advanced Photo Editing .48 5.12 Adding and Editing Text . 49 5.12.1 Adding and Editing Text Using the Text Edit Tool. 49 5.12.2 Applying Color and Borders Using the Borders Tool . 50 5.12.3 Rotating Text Using the Rotate Tool. 50 5.12.4 Deleting Text or a Text Frame Using the Delete Tool. 51 5.12.5 Advanced Text Editing . 51 5.13 Selecting and Editing Multiple Frames Together . 51 5.13.1 Duplicating Multiple Frames Using the Duplicate Tool . 52 5.13.2 Aligning Multiple Frames Using the Align Tool . 52 5.13.3 Deleting Multiple Frames Using the Delete Tool . 52 5.14 Adding Page Numbers . 52 5.15 Adding Grad and Biz Ads . 53 5.15.1 Creating an Advertising Section . 53 5.15.2 Editing Your Advertising Section . 53 5.16 Building an Index . 53 5.16.1 Creating an Index Section . 53

Yearbook Pro End User Guide 5 5.16.2 6 The Photos Page . 56 6.1 Organization of the Manage Photos Page . 56 6.2 Working with Candid Photos on the Candids Tab . 56 6.2.1 Adding Photos for Use in Your Yearbook . 57 6.2.2 Managing Your Candid Photos . 57 6.2.3 Editing Your Photos . 60 6.3 Adding Portraits for Use in Your Yearbook . 60 6.3.2 Managing Your Portraits . 64 Using Photo Post to Collect Photos . 68 6.4.1 Inviting Someone to Submit Photos . 68 6.4.2 Other Ways to Use PhotoPost . 69 6.4.3 Choosing Photos for Your Yearbook . 69 6.5 Importing Photos from Google Drive . 70 6.6 Working with Clip Art on the Clip Art Tab . 70 6.6.1 Adding a New Folder . 71 6.6.2 Renaming or Deleting a Folder . 71 6.6.3 Uploading Your Own Clip Art . 71 6.6.4 Clip Art Organization Using the Toolbar . 72 6.7 8 Working with Portraits on the Portraits Tab . 60 6.3.1 6.4 7 Retrieving Photos from Facebook . 72 The Users Page . 74 7.1 Understanding User Roles . 74 7.2 Adding Users . 74 7.3 Updating Users with User Settings. 75 The Sales Page . 77 8.1 Viewing a Summary Sales Report . 77 8.2 Viewing a Detailed Sales Report. 77 8.3 Viewing a Detailed Sales Report. 78 8.3.1 9 10 Editing Your Index Section with the Index Wizard . 54 Entering Offline Orders . 79 The Configure Page .80 9.1 Managing Content on the Configure Page.80 9.2 Managing Page Numbers on the Configure Page.80 Submitting Your Yearbook for Print . 81 10.1 The Basic Proofing and Acceptance Process . 81 10.1.1 The Submit Button . 81 10.1.2 The Approve and Reject Buttons . 81 10.1.3 Final Acceptance . 82 10.2 Proofing Options . 82

Yearbook Pro End User Guide 6 10.2.1 Option 1: External Proofing . 83 10.2.2 Option 2: Press Proofing . 83 10.2.3 Option 3: Digital Proofing . 85 10.3 11 Proofing Status and Messaging . 86 Customer Support. 88 11.1 Troubleshooting . 88 11.1.1 Clearing Your Browser Cache. 88 11.1.2 Diagnostics . 89

Yearbook Pro End User Guide 7 1 Introduction Welcome to Pixami’s Yearbook Pro software! This software uses the latest HTML5 web-based application technology to make creating your school yearbook fun and easy, while also offering a broad selection of features and creative tools. And since it’s completely online, you can login and work on your yearbook from anywhere! 1.1 The Basic Process The basic process for creating your yearbook will involve defining the book using a planning ladder and then designing individual sections using a robust set of page design tools. You’ll be able to combine templates, photos, text, clip art and other elements into customdesigned, finished sections. Multiple users can collaborate on the yearbook simultaneously, each working on their own sections. Finished sections will be checked into an adviser for review. The adviser can then approve or reject each section, with online comments and interaction. Once all sections of your yearbook have been created and approved, the yearbook will be ready for print! Sale of the finished book can be accomplished traditionally in the classroom, or online with a Shopping Cart. 1.2 What’s New for 2022? If you are a returning user, you may notice some new features that have been added as part of the latest software update. Here’s a list of the most significant changes and additions: New Search feature. A new Search feature allows you to search for portrait photos, candid photos, and clip art according to name or subject matter. New Export Photos feature. A new Export button allows you to download selected photos from the software to your local drive. Import from Google Drive. You can now import photos directly into the yearbook software from your Google Drive account. New Drop Shadow controls. We’ve added controls that allow you to change the color and adjust the width of drop shadows. New Content Management feature. On the new Adviser Configure tab, yearbook advisers can manage the content (backgrounds, themes, fonts, clip art, elements) available on the site. Adviser Insight into Storefront. Also on the Adviser Configure tab, advisers can now view the status of the Storefront, in addition to running custom sales reports. New Photo Post Notes field. Photo Post users who contribute photos to the yearbook can now add additional information about the photo for the yearbook staff to review. Enlarged Book Preview. The Preview feature now automatically adjusts to the maximum display size based on user’s screen size. Deselect Frames. You can now click off the page to deselect a selected image or text frame, or a group of selected frames.

Yearbook Pro End User Guide 8 Page Numbers in the Portrait Wizard. Page numbers are now viewable in the Portrait Wizard, which will aid in navigation during panel page creation. Password Management. We’ve added the ability for Admins to change passwords for users. This is in response to a high number of ‘lost password’ support issues. Many more minor updates. In addition to the above, we’ve added numerous minor bug fixes and enhancements, many thanks to customer feedback. 1.3 Using this User Guide This User Guide describes the process for creating your yearbook using all the features in the software. Helpful Tips and Important things to note are emphasized in blue text. Shortcut links to other relevant sections of the User Guide are shown as underlined. Clicking the underlined link will take you to that specific section. 1.4 Configuration and Preparation Before you start, your software should have been configured with a blank book, in the appropriate style and number of pages. If you have any questions about this configuration, please contact your yearbook provider. Once this has been accomplished, you are ready to begin creating your yearbook. In preparation you should have a plan for the organization of the sections in your yearbook, and the expected number of pages per section. It is also helpful to have your candid photos organized for each section. Finally, if multiple people will work together to create your book, such as in a Yearbook Class, you should have a list with the names and e-mail addresses of each person that will be involved, along with an idea of their individual responsibility. This planning will help to assure that the creation process goes smoothly.

Yearbook Pro End User Guide 9 1.5 Software and System Requirements Please be sure that you are using a compatible computer/device and a supported browser to create your yearbook. Pixami Yearbook Pro is certified to run reliably on the following systems and browsers: Operating System Device Browser Apple Macintosh Laptop computers Desktop computers Apple Safari Mozilla Firefox Google Chrome Windows Laptop computers Desktop computers Mozilla Firefox Google Chrome Microsoft Edge Apple iOS iPad tablet Safari Android Tablet computers Google Chrome Chrome OS Chromebook Google Chrome Note that new operating systems, browser versions and devices are constantly being made available, and we’re committed to providing compatibility with the most popular platforms. If you have any questions about a specific device or operating environment, please contact your representative. IMPORTANT! For the best software performance, you need to have a reliable high-speed Internet connection. 1.6 The Basic Steps Below are the basic steps for creating your yearbook using the software. Each of these steps is described in detail in the User Guide. Click the link if you’d like to go directly to the section. 1. Add users to the software 2. Add sections to your book, and assign sections to individual users (if applicable) 3. Upload and organize photos for use in your yearbook 4. Edit the sections of your book 5. Submit sections for review and approval 6. Submit the final book for print! 1.7 Help Within the Software In addition to the information in this User Guide, you can also click the Video Help link at the top of each page of the software for a video overview of the main features on each page. Click the Help link at the top of each page for online access to this User Guide. Now, let’s get started on your yearbook!