In this article, we’ll walk through the Product Info section of the Order Form Editor. This is the first section you’ll see when creating a Document Library Item or a Public Order Form. Properly completing this section ensures your product displays correctly and is easy for customers to identify and order.

Overview

The Product Info section allows you to:

• Name your product
• Add a description
• Assign categories
• Upload product images
• Add a sample PDF
• Define specifications
• Set or customize a Product ID

Each of these fields plays an important role in how your product appears to customers and how it’s managed internally.

Step-by-Step Guide

1. Product Name

Enter a clear and recognizable name for the product.

• This name appears at the top of the order form.
• It helps customers quickly identify what they are ordering.

Example: Business Cards

2. Description

Add a brief description below the product name.

• Include relevant details about the item.
• Provide any important information customers should know before ordering.

Example: Premium 16pt matte business cards with full-color printing.

3. Assign a Category (Required)

Categories determine where and how your order form appears to customers.

• Click to select a category (e.g., Business Cards).
• Click Assign to apply it.

⚠️ Important:
Order forms must have at least one category assigned in order to be visible to customers.

4. Add a Product Image

Images help customers visually confirm what they are ordering.

1. Click the green Add Image button.
2. Upload or select an image.
3. Click Use This Image.

After uploading, you can:

• Preview the image using the magnifying glass icon.
• Set a Default Image (used first if multiple images are added).
• Delete the image if needed.

If multiple images are uploaded, the system will create a slideshow. The default image will display first.

5. Add a Sample PDF (Optional)

You can upload a sample PDF for customers to download.

• This is especially helpful for multi-page products (e.g., brochures).
• It allows customers to preview layout, formatting, and design details before ordering.

The sample PDF will appear on the customer-facing page.

6. Specifications

Use the Specifications section to provide detailed product information such as:

• Size (e.g., 3.5" x 2")
• Paper type (e.g., 16pt matte, gloss cover)
• Ink specifications (e.g., 4/4 full color)

These details appear on the order page and help eliminate confusion.

7. Product ID

Each document is automatically assigned a system-generated six-digit number.

However, you can override this with your own:

• Internal SKU
• Customer-specific numbering system
• Custom product code

Why Customize the Product ID?

• Makes it easier for customers to search for products.
• Displays in the workflow system under that name.
• Helps your team locate items quickly on the backend.

Saving and Previewing

Once all fields are completed:

1. Click Save.
2. Navigate to the customer-facing view to preview the form.

On the customer side, they will see:

• Product name
• Product image
• Description
• Specifications
• Product ID
• Default quantity field (automatically generated by the system)

Summary

The Product Info section is the foundation of your order form. Properly setting up:

• A clear product name
• Accurate description
• Assigned category
• High-quality image
• Sample PDF (if applicable)
• Detailed specifications
• Correct Product ID

ensures a smooth ordering experience for your customers and better organization for your team.

If you have any questions about setting up your order forms, contact support for assistance.