How to configure print settings in Zoho Backstage

Badge PDF

Get more details about your badges at any time by viewing information about a badge template. Badge information includes a preview of the badge template design, as well as settings for printing it out and setting up the e-badge paper layout. You can also access options to generate and download event badges.



  1. Go to Design > Badges, from the Dock.
  2. All your previous badge designs are displayed. Click on the desired badge.
  3. The details of the badge template will be displayed.
    1. Note: You can also access this page by clicking the menu icon of that respective badge and clicking Info.
  4. View details of the created badge:
    1. A preview of the badge template will be displayed on the left.
    2. Basic details of the badge template, such as print arrangement, print paper size, outer margin page spacing, and sort settings, will be displayed in the Print Setup section.
    3. Page layout settings for the badge when it is sent digitally (as an attachment in emails) will be displayed in E-badge settings section. This includes paper size, badge front and back arrangement, and fold type.
    4. The numbers of attendees in your event, attendees you've generated badges for, and new attendees for whom you haven't generated badges yet will be displayed in the Generate and Download Badge section. This section also includes options to generate badges, download badge sample and background design.

Note: The e-badge layout option is only available for badges that will be sent over email, such as attendee badges.


Layout Settings 

Set up how event participant badges are arranged on the PDF document that will be printed, so that document space is used efficiently with minimum wastage. Preview each badge with actual participant details in Backstage to see if every element is in placed optimally, then finalize the design before printing. Doing this before printing will reduce the necessity for post-printing corrections.



  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click Customize Layout under Badge PDF Settings. The Layout Settings pop-up will appear displaying additional options on the left and a real-time preview on the right. 
  4. Choose the paper size, which is the size of the physical document that will be printed.
    Note: If the Same as card option is selected for the paper size, you will only need to set up the front and back arrangement, fold type, and sort by options, as shown in the following steps.
  5. Select an orientation for the print paper.
  6. Select a Cutting Mark option to show marks on the preview to facilitate easier cutting after printing.
    1. Select For group if you want the mark to be visible only in the edges of the page.
    2. Select For individual if you want the mark to be visible around each badge.
    3. Select None if you don't want any cutting mark to be seen on the printed document.
  7. In the Spacing area, enter or choose a number for column spacing and row spacing .
    Note: This option will only be visible if you select None for the cutting mark.
  8. Choose an option for the front and back arrangement for the faces of the badge.
    1. If you select the Separate page option, enable the Mirror Back Side checkbox to align the badge front and back to each other on either side of one paper, if needed.
    2. If you select Side by side option, then select a Fold Type option.
  9. Use the Sort By option to arrange the badges in the document.
  10. Set the margin measurements for the print paper.
  11. Use the arrow buttons under the preview image to view the badges sharing that role.
  12. Click Done.
 
Note:
  1. The options available for layout settings will differ based on the role you are creating the badge for.
  2. The Front and back arrangement and the Mirror Back Side options will only appear if you have created the back faces for badges.
  3. Printing both faces of each badge onto one paper using the Mirror Back Side option can help you accurately cut out each badge at one go instead of printing and cutting badge fronts and backs separately and then adhering both faces together post printing.

After you've previewed the badge template's design, you can download a sample. When you're all set, you can generate one or multiple badges. After your files are generated and ready, you can download them as a PDF file to print later.  

E-badge settings


Distribute badges to event participants by emailing them. Customize the way a badge is displayed in the document that is emailed to event participants, so that they can easily print them out and use them as identification tags when they come to the event.
 
Ensure that the e-badge layout is finalized and saved before registrations begin, so that any emails with the badge PDF will include the latest layout. You can also enable the Badge PDF option when editing an email template to automatically attach the corresponding badge to every recipient's email.


  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click Customize Layout under E Badge Settings. The Layout Settings pop-up will appear displaying additional options on the left and a real-time preview on the right. 
  4. Set the size of the physical document that will be attached to the email in the Paper Size dropdown menu.
  5. Select an orientation for the document.
    Note: This option will not be available if the Same as card option is selected in the Paper size dropdown.
  6. Choose Front and Back Arrangement. If you choose Separate Page, ignore Step 7. 
  7. Choose Fold Type.
  8. Click Done.
 
Note:
  1. The options available for layout settings will differ based on the role you are creating the badge for.
  2. The Front and back arrangement and the Fold type options will only appear if you have created the back side for the badge.
 
Generate badges, then download them in order to print them for all your event participants.

Get a sample badge

Download a digital copy of your badge design to check placement and resolution and for how the final badge will appear. You can also share the design with other members on the event team to obtain any necessary approvals before generating and downloading actual badges for printing.



  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click Download Sample button in the Generate and Download Badge section. A watermarked PDF document with a sample badge will be downloaded to your system.

Generate a badge

Generate digital copies of the badges you designed with actual attendee data.



  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click Generate PDF button in the Generate and Download Badge section. The Generate badge pop-up will appear.
  4. Select the appropriate option from the radio buttons to indicate which badges you want to generate and download.
  5. Ensure that all the settings are in place in the Preview area on the right.
    1. Click Edit Page Layout to modify badge if necessary.
  6. Click Done.

Download badge background


  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click the dropdown menu associated with the Generate PDF button in the Generate and Download Badge section.
  4. Select Download Background Design. The design will be downloaded to your system.

Download a badge

Download badges you have generated. You can also secure your document with a password to prevent any unauthorized access.

Downloading generated badges doesn't have any limits.



  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Click View button associated with the desired file in the Generated Files area to view generated badges before downloading.
  4. Click the menu button for the same file and click the Download button. The Download PDF pop-up will be displayed.
  5. Enable the Password protect the file checkbox and enter a password for the file, if needed.
  6. Click Download. A PDF file of the badge designs will be downloaded to your system, which you can then print on your badges.
 

Regenerate badges


  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Under Generated Files, click Regenerate for the badge you want to regenerate. 
  4. The generation will be processed again.
    1. Click Stop if you want to stop the process.
 
Note: This link will only be visible if you've made any changes to the badge design after generating badges.
 

Delete generated badges


  1. Go to Design > Badges, from the Dock. All your previous badge designs are displayed. 
  2. Click on the badge. The details of the badge template will be appear.
    1. Alternatively, click the menu icon of the desired badge and select the Info option.
  3. Under Generated Files, open the drop down menu of the generated badge you want to delete and click Delete.