Creating a BarTender Document Using the Template Assistant in BarTender Cloud
Overview
In this article, we will explore creating a new BarTender document using the Template Assistant in BarTender Cloud.
Environment
BarTender Cloud
Information
Your account will need Administrator or Manage Documents role permissions to perform the following steps. Click here for more info.
- Start by clicking on Design in the left-hand sidebar and selecting Design Templates.
- Select the Space where you want your document to live and then a sub-folder if desired. Click Launch Template Wizard to finish.
From Librarian
- Alternatively, Click on the Folder icon on the left-hand side of the BarTender Cloud Home page or select Librarian from the Quick Access menu on the right-hand side.
- Click the +New button and select Document from BarTender Template or click the BarTender Template button to launch the Template Assistant.
- A list of BarTender sample templates will be displayed when first opened. Filter the templates by selecting the Add a Filter button on the left or search for a specific template with the search bar on the right.
- Each template is marked with the relevant industry, label description and label size in the template's default name.
- Click to select the desired template. If a template offers multiple sizes, you will see the stacked images and label sizes shown below the description.
- After selecting the template, set-up the document by providing a unique name and choosing where it will be stored. BarTender Cloud will validate the name to ensure that your filename is unique. Once you have entered a valid filename, click Next to continue.
- If the label you selected has multiple size options you will be able to select the size in the subsequent step:
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The next section allows you to choose how to populate the data sources in your label. You can choose between:
- One item: Embedded static values. Static values will apply to all copies of a label, and can only be changed from print job to print job if Data Entry Forms are enabled.
- Imported data items: Embedded dynamic values. Dynamic values configure your data sources to be tied to specific fields in a dataset stored within the label file itself.
- External data items: External dynamic values request the dataset at print time from a pre-configured database connection.
- Depending on how you chose to configure your data source, refer to one of the below articles for more information:
- For One item and Imported data items, check Configuring a Label to Use Embedded Data in BarTender Cloud.
- For External data items, check Configuring a Database Connection Using BarTender Cloud.
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Next you will be asked to configure how the label will behave at print time. You can enable or disable options for
- Show data entry forms: Allows you to enter label values at print time.
- Select record items to print: Allows you to select at print time which items from a dataset should be printed.
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Lastly, click Finish to create the label.