Documentation > PageDNA Site Configuration
Table of Contents
- PageDNA Site Configuration Menu
- 1. Introduction
- 2. Overview of Site Configuration Process
- 3. Site Mode Switch
- 4. Configuring General "Site Info"
- 5. Configuring "Site Variables"
- 6. Upgrading to the User Manager
- 7. User Admin Tool
- 8. Configuring Look and Feel
- 9. Tips to Improve Site Look and Feel
- 10. Configuring Site Header
- 11. Configuring Site Footer
- 12. Item Management
- Item Editor
- Managing Inventory
- An Overview of Custom Jobs and PageDNA
- Product Info
- Overview of Item Types
- SosStaticItem - How to Create and Configure a Static, Non-Inventoried Item
- SosItem - Single Sided Variable Imprint Item
- SosBackItem - Two Sided Variable Imprint Item
- DualItems - Items that change price, weight, and/or more... based on user input
- SosFlexItem - "Flex Items" - Variable HTML proofs for pre-printed items
- SosSpecialRequestItem - How to Create a Special Request (Custom Artwork Upload) Item
- SosMultiSizeItem - Multi-Size Items (clothing, etc)
- SosStockingItem - Inventory Controlled Items
- SosRestockItem - Inventory Controlled Items
- SosBundleItem - How to Configure Kitted or Bundled Items
- Multi-Page Variable Items
- Note on Changing Item Types
- Custom Item Forms
- Shared Section Forms
- 13. Guide to Item Quantities and Pricing
- 14. Item Wizard
- 15. Overview of Style Editor Gold
- 16. About PageDNA Web Templates
- 17. Configuring the "Welcome" (index) page
- 18. Configuring the "Authorization" page
- 19. Configuring the "Profile Page"
- 20. Using "Divisions" in your site
- 21. Catalog Admin
- 22. Overview of File Uploader
- 23. Edit Dropdown Lists
- 24. Editing Item Password Page
- 25. Imprint Page - Overview
- Configuring the "Imprint" page - Form Header
- Understanding Personal Forms, Shared Forms and Item Forms
- Configuring the "Imprint" page - 'Personal' section
- Configure "Imprint" form: Item Forms and Shared Forms
- Form Editor - Dynamic Form Editor
- generic_gold - Generic Form Builder, Gold
- translation - Translation Form
- sublogo - Sublogo Selection Field
- Sublogo Selection with Thumbnails Using a Drop-Down List
- include - link to other item forms
- custom - Custom HTML Form
- Converting to Form Editor
- Using In-Line Images and "Call Outs" to Improve your Custom Item Forms
- Configuring the "Imprint" page - Form Footer
- Configuring the File Upload Popup Window
- 26. Address Lists configuration
- 27. Configuring the "Preview" (Proofs) page
- 28. Configuring the "Shipping" page
- 29. Multiple Shipping Feature
- 30. Shipping Rate Editor
- 31. About the Bill Page
- 32. Multiple Bill Feature
- 33. Credit Card AUTH Notification Email
- 34. Credit Card POST Notification Email
- 35. Credit Card Manager
- 36. Configuring the "Review" Page
- 37. Configuring the "Order Accepted" page ('Done')
- 38. Configuring the Reorder Search and Result Pages
- 39. Configuring Cancel Page
- 40. Configuring Customer Service Contact Page and Information
- 41. Order Approval Setup and Management
- 42. Order Delivery Options
- 43. Shipping Label - Information and Setup
- 44. Reports: How to Create, Run, Save and Schedule your Reports.
- 45. Routing Orders to Manufacturing / Picking:
- 46. Turnaround Levels
- Turnaround Levels Overview
- Configuring the Turnaround Levels Menu Item
- Estimated Ship Date
- Quotes Rush Charge Overview
- Quotes or Quotes Plus Rush Charge Shared Option as a Surcharge
- Configuring an Item's Rush Surcharge Pricing Option:
- Configuring a Rush Option INSTEAD of an Item's "Normal" Pricing:
- Item Custom Settings Turnaround Level (optional):
- 47. Email Templates: How to Edit Emails Sent by the System
- Editing Email Templates Using the Email Template Builder
- Order Confirmation Email
- Shipment Notification Email
- Vendor Email
- Profile Password Reminder Email
- Approval Notification Email
- Approval Granted Email
- Approval Denied Email
- Discount Notification Email
- Inventory Change Notification Email
- Low Inventory Stock Notification Email
- Email Configuration Problem
- 48. Order Action Console
- 49. Order Regeneration
- 50. Saved Orders (Without Profiles)
- 51. Restricting Site Access by IP Address or Usernames and Passwords
- 52. Button Uploader
- 53. Button Designer
- 54. Final Words
- 55. Global Site Info: Catalog Item/Tab Settings
- 56. Tax Settings
- 57. Order Manager
- Order Manager tabs
- Order Manager Details
- Order Manager filters
- Order Manager actions
- Enter Quote
- Deny Order
- Send Approval Reminders
- Resend Confirmation Email
- Approve Order
- Reassign to New Approver
- Undo cancellation/denial
- Block Re-orders
- Confirm Receipt
- Redeliver Orders
- Regenerate Items
- Send Items to Different Manufacturer
- Cancel Whole Orders
- Create Shipment
- Resend Shipping Notifications
- Cancel Item Shipments
- POST Orders
- Manually Charge Orders
- 58. Coupons and Discounts
- 59. Storefront Language Translation
- 60. How to Test Your Site
- 61. Theme Manager
- 62. Deep Linking to an Item, Catalog Tab or Division
- 63. Site Translation
- 64. PageDNA-Promail Bridge
- 65. PageDNA-EPMS Bridge
- 66. PageDNA-PressWise Bridge
- A. Order Management Frequently Asked Questions
- B. Shipping Frequently Asked Questions
- C. Site Management Frequently Asked Questions
List of Figures
- 2.1. Basic "Walk-Up" Corporate Stationery Ordering Site
- 4.1. Site Technical Contact Settings
- 4.2. Organization-Level Technical Contact
- 4.3. Manufacturer_tech_contact
- 5.1. Remove Button Form Action
- 6.1. Upgrade User Manager
- 6.2. User Manager Upgrade Tool
- 7.1. Storefront User Admin Links
- 7.2. User Admin Site Menu Link
- 7.3. Site Level User Admin tool
- 7.4. Configure Columns
- 7.5. User Update tool
- 7.6. Editing Storefront Permissions
- 7.7. New Site User Window
- 7.8. New Hub User Window
- 8.1. Color Selector
- 9.1. Final Results
- 9.2. Sizing Background Image in Photoshop
- 9.3. Uploading Background Image in Site Header
- 9.4. Showing Need for Transparency
- 9.5. Showing Typical Sizing Issues
- 9.6. Fixing Sizing Issues
- 9.7. Further Sizing Changes
- 9.8. Logo in Place, Sized Correctly
- 9.9. Turning Off Header Title Option
- 9.10. Final Result showing "Logo Only" Header
- 9.11. Desired Result, Showing 3D Progress Bar
- 9.12. Crop Screenshot
- 9.13. Drawing Gradient
- 9.14. Converting to Greyscale
- 9.15. Lightening Up Unselected Background
- 9.16. Masking the Corner off on Original Background Image
- 9.17. Rounding and Cropping
- 9.18.
- 9.19. Uploading the Progress Bar Bookend Images
- 9.20. Uploading the Progress Bar Background Images
- 9.21. Picking Separation Bar Colors
- 9.22. Sample of a 3D-looking Button
- 9.23. ...Hover or "Mouse Over" version
- 9.24. Css header
- 9.25. Csschart1
- 9.26. Csschart2
- 9.27. Csschart3
- 9.28. Css .catlabel defined
- 9.29. Css .catlabel example
- 9.30. Customized Progress Bar
- 10.1. Progress Bar Auto-Configure Steps
- 12.1. Item Editor - List View
- 12.2. Column Headers
- 12.3. Item Import
- 12.4. Item Editor - ItemView
- 12.5. Managing Inventory
- 12.6. Special Request Item - Catalog View
- 12.7. Special Request Item - Configuration Form and Uploading File
- 12.8. Special Request Item - Configuration Form and Uploading File
- 12.9. Special Request Item - Item in Basket
- 12.10. Special Request Item - Checking Out
- 12.11. Staticepsfile and Staticpdffile fields
- 12.12. Dual Item Example
- 12.13. File Upload Document Button Field for Special Request Item
- 12.14. Custom artwork upload
- 12.15. Include custom fields
- 12.16. Sample Vendor Email
- 12.17. Item Inventory Configuration
- 12.18. Bundle Options
- 12.19. Here's an example of what you may see in Multiple Personal Feature:
- 12.20. Desired Product Type Setting
- 12.21. Fileinfoprovider and Fileselector
- 12.22. Example Configuration
- 12.23. PDF files in con/ Directory
- 12.24. Basicfileselector
- 12.25. Drop-Down List Setup
- 12.26. Section Forms
- 12.27. Sample Errors
- 13.1. Drop-down list, no pricing
- 13.2. Free-test input, no pricing
- 13.3. Drop-down list with prices (prices shown)
- 13.4. Drop-down list hidden prices
- 13.5. Free-free text input, flat price
- 13.6. Free-text input, stair step pricing
- 13.7. Drop-down list allow other and show calculate button
- 13.8. Tiered Pricing, User Choosing Standard Pricing Level in Drop-Down
- 13.9. Tiered Pricing, User Choosing Custom Price and Clicking Calculate Button for Quote
- 13.10. Tiered Pricing, Hidden List
- 13.11. Legacy code editor
- 13.12. Free entry of item prices
- 13.13. Drop-down list with price and buy price
- 13.14. Drop-down list with buy price and no sell price
- 13.15. Code editor with 'other' and hide drop-down list
- 13.16. Code editor with start_stop_step function
- 14.1. Item Creation
- 14.2. Choosing The Item Type
- 14.3. Product Info
- 14.4. Quantities
- 14.5. Choose a Style
- 14.6. EPS Egg Upload
- 14.7. Block Editor
- 14.8. Display Info
- 14.9. Catalog Preview Image
- 14.10. Form Selection
- 14.11. Custom Item Fields
- 14.12. Meta Data Fields
- 14.13. Confirmation Step
- 16.1. "Select Edit Messages" to Edit Text on the Page
- 16.2. "Stop Editing" to Turn Off Message Editing
- 16.3. Text Area with Message Editing Enabled
- 16.4. Empty Text Area when Editing Messages
- 20.1. Indent Examples
- 20.2. Sample showing editing of Extra Vars
- 21.1. Catalog Admin on the Storefront Menu
- 21.2. Catalog Admin with Shopping Carts Enabled
- 21.3. Text box before Catalog Search
- 21.4. Catalog Admin Color Picker
- 21.5. Catalog Admin - Tab Manager
- 21.6. Catalog Admin without Shopping Carts Enabled
- 22.1. File Uploader
- 23.1. Edit Dropdown Lists Unsorted
- 23.2. Edit Dropdown Lists Sorted
- 25.1. Create New Personal Form
- 25.2. A screenshot of Item Editor's "Forms" tab
- 25.3. Item Editor's "Forms" tab with Item Form links
- 25.4. Form Editor - Field Selection
- 25.5. generic_gold_form selection
- 25.6. How the form looks to the user
- 25.7. Spell Check pop-up window
- 25.8. File Upload Document Button Field
- 25.9. File Upload To Style Button Field
- 25.10. Primary Address Drop-Down List
- 25.11. Second Address Drop-Down List Field
- 25.12. Date and Time Options
- 25.13. Canned blurb
- 25.14. generic_gold_form selection
- 25.15. How the form looks to the user
- 25.16. Spell Check pop-up window
- 25.17. Example of sub logos on a business card
- 25.18. Sublogo Setup Tab
- 25.19. All sub logos uploaded
- 25.20. New Photo Block Dialog Box
- 25.21. New Photoblock Placed within Style
- 25.22. All three photo blocks in position on style
- 25.23. Storefront Menu List of Item/Shared Forms
- 25.24. List of Item/Shared Forms
- 25.25. Sublogo Selection Field Using Checkboxes
- 25.26. Sublogo Select List Configuration
- 25.27. A Preview of the item form
- 25.28. Sublogo_1
- 25.29. Sublogo_2
- 25.30. Sublogo_3
- 25.31. Sublogo_4
- 25.32. Sublogo_5
- 25.33. Sublogo_6
- 25.34. Activating Include form in Item Editor
- 25.35. Configuring linked-to item form in "include" Item Form
- 25.36. A screenshot showing Item Form conversion notice
- 25.37. A screenshot showing Item Form conversion notice with warnings
- 25.38. A screenshot of Convert Shared Form link
- 25.39. Before converting a generic_gold with labelspan
- 25.40. After converting a generic_gold with labelspan
- 25.41. Before converting a Generic Gold form with "Place Profile Search Box On Separate Line"
- 25.42. After converting a Generic Gold form with "Place Profile Search Box On Separate Line"
- 25.43. Form with an image above an input
- 25.44. Form with "color bars" breaking up sections
- 26.1. Mass Upload
- 26.2. Downloading...
- 26.3. 1
- 26.4. Choose file
- 26.5. Adding a new address...
- 26.6. Auto-increment setting...
- 26.7. Description options:
- 26.8. Edit addresses in Excel
- 26.9. Mass Upload
- 27.1. Disabling Personal Form Sections
- 27.2. Catalog Admin Setting to Skip Proof for Static Items
- 27.3. Configure the Personal Page to be Skipped
- 27.4. Disabling Personal Form Sections
- 27.5. Configure the Personal Page to be Skipped
- 27.6. Preview Header Configuration
- 28.1. Residential / Commercial Address
- 30.1. DHL Account
- 30.2. Test Tab in the Shipping Rate Editor
- 41.1. Approval Setup on the Storefront Menu
- 41.2. Approval Setup Activation
- 41.3. Approval Setup Routing
- 41.4. Approval Email Options
- 41.5. Multi-level Approval
- 41.6. Approval Setup Options
- 41.7. Approval Setup Reminders
- 41.8. Manage Order Approvals
- 41.9. Manage Approvers
- 41.10. Approver List
- 41.11. Product List
- 41.12. Item Editor Custom Tab
- 41.13. Approval Email
- 41.14. Attach Uploaded File to Vendor Email
- 41.15. Order Approval Page
- 42.1. eDelivery File Types
- 42.2. e-Delivery Admin Control Panel
- 43.1. Before Activating Shipping Labels
- 43.2. Editing Shipping Label Settings
- 45.1. Editing Shipping Origination
- 45.2. XML Export Extra Form Variables
- 46.1. Turnaround Settings Menu Item
- 46.2. Adding a Shared Option in Quotes Plus Config
- 46.3. Configuring an Item's Rush Charge
- 46.4. Override Turnaround Time in an Item's Custom Settings
- 47.1. Email Template List
- 47.2. Email Template Builder Example
- 47.3. Attachment Types
- 47.4. Link_types
- 47.5. Include_custom
- 49.1. Redeilver and Regenerate options in Order Manager
- 50.1. Enable Saved Orders Feature
- 50.2. Change the Button Text from "Save This Order"
- 50.3. Configure Saved Orders
- 50.4. Saved Orders Webpage
- 51.1. IP Restriction / Basic Auth
- 52.1. Viewing Buttons for one page
- 56.1. A screenshot or the Tax Settings menu item
- 56.2. Tax Based on Zip Code Lookup
- 56.3. Flat Tax per State
- 56.4. Tax Settings with a "Fix" button shown
- 58.1. Discount Menu Editor
- 58.2. Discount Name Tab
- 58.3. Discount Active Tab
- 58.4. Discount Calculations Tab
- 58.5. Discount Notify Tab
- 58.6. Discount Product Tags Tab
- 58.7. Discount Restrictions Tab
- 58.8. Discount Subkey Tab
- 58.9. Discount Value Tab
- 63.1. Filter Item by Language
List of Examples
- 45.1. Example Order