Product Info Tab
Written by Justin Carlson
Updated at September 24th, 2026
Table of Contents
About the Form Editors
When you edit a Public Order Form, you’ll see the Order Form Editor. When you edit a Reorder Form, you’ll see the Reorder Form Editor. The Reorder Form Editor also has Customers and Inventory tabs for settings specific to reorder forms.
The Product Info tab is the first tab you’ll see when creating a Public Order Form or Reorder Form. Use it to give the product a name, describe it, add images and specifications, and choose the category it appears under on your website.
Product Name and Description
Enter a name customers will recognize, such as Business Cards. The name appears at the top of the order form.
Use the Description field to share details customers should know before ordering. For example: “Premium 16pt matte business cards with full-color printing.” If you leave it blank, the order form uses the default category text.
Category
Assign at least one category so customers can find the order form on your website.
1. Select a category from the ‘Category’ drop-down menu.
2. Select Assign.
3. Select ‘Add Another’ to assign the product to an additional category as needed.
Note: Products can be assigned to as many categories as needed.
Important: Order forms must have at least one category assigned in order to be visible to customers.
Product Images
Images help customers identify the product.
1. Select the green Add New Image button.
2. Select ‘Browse’ to upload an image from your device or select an image from the Image Library.
3. Select Use This Image.
- Select the magnifying glass icon to preview an image.
- Designate a Default Image using the thumbs up icon to choose which image appears first.
- Delete an image using the X icon if you no longer want to use it.
- If you add multiple images, they appear as a slideshow, starting with the default image.
Sample PDF (Optional)
You can add a sample PDF for customers to download from the product page. This is useful when a product has multiple pages or when you want customers to see an example of its layout or design.
Production PDF(s)
Use Production PDF(s) to attach a file that should accompany every order for this product. Select Add a Production PDF to upload it.
Production PDFs are included as static files when the product is ordered. Customers do not see them on the order form. Unlike uDesignIT! production files, they do not change based on the customer’s selections or input.
If you want customers to view or download a PDF before ordering, use Sample PDF(s) instead.
Specifications
Use Specifications to describe details such as size, paper, and ink. For example:
- Size: 3.5" × 2"
- Paper: 16pt matte
- Ink: 4/4 full color
- Product ID: The system assigns each document a six-digit Product ID. You may replace it with it's own SKU or product code if desired. A recognizable ID can help your team and customers identify the product.
Specifications appear on the order form page to help customers confirm they’ve selected the right product.
Preview
- Preview the customer-facing order form to check the product name, description, images, specifications, and Product ID.
- The order form also includes a quantity field generated by the system.
Above: Example of a business card order form with the ‘Description’ and ‘Specifications’ fields completed.
If you have questions about setting up your order forms, call Tech Support at 1-800-736-0688 or email Tech Support.