How to Create Templates

UPrint: HOW TO CREATE A TEMPLATE

If you consistently place reoccurring orders on UPrint, save time by creating a template.

  1. To create a template, log in to UPrint and select the item you would like to create as a template. Let’s use University Health business cards as an example.
  2. In the “Job Name” section, write the template’s name.
    • I’ll put “UHC Business Card Template”
  3. Next fill out the card holder’s information.
    • Since this is a template, I’m going to leave the “Name” and “Title” section blank.
  4. Fill out the contact information.
    • Take note that since this card is a template, some information might have to be changed every time you order, such as the person’s name, title, email, phone number, and address.
  5. Now click “Update Preview”.  This will show you a preview of the card.
    • To make this order a template, click “Save”. You have officially created a template.
  6. To order business cards using this template, hover over your UPrint log in name at the top right corner, and click on “My Saved Jobs”.
  7. Click on the template name. This will open up the card editor.
  8. Now update the card with the card holder’s information.
    • In “Job Name” replace the template name with the card holders name.
    • Next update the card holder’s contact information.
  9. Now click on “Update Preview” to see the card changes.
    • Take note that on business cards, the online preview is considered your final proof unless otherwise specified in the Special Instructions section.
  10. If everything looks good, click “Add to Cart” and then “I Agree”.
    • The job has been added to your cart.
  11. To checkout, click on the cart icon above.
    • To make changes to the order, click on the job name.
    • If you are ready to checkout, click “Proceed to Checkout.
  12. If you are wanting to continue shopping, click on “Continue Shopping”.
  13. If you are ready to purchase your item, verify the shipping information is correct and click “Proceed to Payment”.
  14. Next, select your payment method, and then click “Proceed to Payment”

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