FAQ Categories  /  Questions about the portal
Choose your user role and learn more about how the portal works
Admin
Need help customizing, setting up or managing your portal?
Graphic designer
Do you want to create your own print templates and make them available to other users?
User
Do you need support in customizing and printing your desired advertising material?
1.
Platform sign up
To sign up for your platform, please fill out the short registration form on the start page. As your future shop URL, the platform name must be unique and once assigned, cannot be changed. After you have successfully registered, you will receive an activation email. Click on the link in the email, complete your details and then you can set up your platform in four simple steps.

Please note: you cannot change your customer type after registration is completed. If you register as a business customer, you can benefit from having payment on account as a payment option.


2.
Setting up a platform
After successfully registering for your platform, you can personalise it as you like. The Setup Wizard will guide you through the 4 set up steps.

Upload a logo for your platform. You can upload a second logo if required for emails and invoices. This may be an option you would like to consider if you have a website logo with a transparent background - as invoices will always be on white paper. JPG, PNG and GIF files are supported.

The uploaded platform banner will appear on the dashboard for graphic designers and co-workers. Please note the optimum banner width of 1315px and height of 370px. You could use the banner for communicating news and updates. You can also change the colours of the buttons, fonts, navigation bar and side areas with just a few clicks.

Our tip: You can change these settings at any time under the Set Up menu option.


3.
Invite and manage users
Invite other graphic designers and co-workers to make the most of SAXOPRINT.cloud. You can either invite individual users by entering their email address or invite a whole group with a registration link. We recommend switching the control button for invited user inactive to ON. By doing this, the first platform entry will only be possible with your sign-off. You will be informed of new sign-offs via email or the dashboard. If you think the registration link is being used by people you didn't invite, you can make the link invalid at any time by renewing it.

In Manage User Setup, you can see all platform users at a glance. Here you can change user types, configure sign-off settings for each individual user, allow payment on account or cancel a user's platform membership.

Our tip: by clicking on the small box at the end of each row in user management, you can see how active the platform users actually are.



You can also organise your platform users into user groups. Create a new group, decide on a group name and add members. You can make specific templates available to different groups. Templates will then only be available to the groups with signed off access.

Information: Please note that not only all users, but also all existing templates will be copied to the new group.



4.
Specify sign-offs
You can configure sign-off settings for each individual user in both the Setup Wizard and under the Print Sign-off menu option.



You can see all pending sign-offs in your dashboard or in the Sign-Off menu option. The sign-offs are divided into the following three categories: Layout, Print and User Sign-offs.

Please note: The sign-off process could lead to delays in delivery. When production starts is ultimately up to you.

5.
Payment & Cost centres
For all SAXOPRINT.cloud users, the following e-payment methods are accepted: credit card, Paypal and Sofort. Business customers may benefit from the payment on account option. Administrators have the possibilty to make central invoicing available to their portal users as a payment method. You can set this up either with the Setup Wizard when you set up your account, or at a later date in the Setup Payment & Cost Centres menu option.

All your platform users can pay on account following a positive credit check. Of course, you can configure the payment method for each individual user and you can change these settings anytime with the User Management page.

If you want to make central invoicing available to all users, flick the switch to ON. If you don't want this to be available to everyone, leave the switch in the OFF position and manage each user individually later. With central invoicing, a print sign-off is always needed from you.



To make things easier for your accountant, maintain different cost centres in the free text field. If the cost centre is optional, flick the switch " cost centre must be given" to the OFF position. Otherwise, a cost centre must be selected. In this case, when a user is making an order, they must select a cost centre for every product in their basket. This will then be visible in the sign-off, order history and on the invoice.



Our tip: you can find more information about payment methods under terms of payment
6.
From layout to template
To create a new layout, choose a product category and the finished size you would like for your product. Please note that the format you select cannot be changed once it's in the Editor.

Both admin and graphic designers have the possibilty to create a layout.

As an admin, only you can sign-off a layout. Once a layout has been approved, it will be available as a template to all other platform users. If you would also like to sign-off print orders before they are sent, change the settings in the Print Sign-offs page.

To be certain that the paper and grammage of orders are uniform, you can reduce the material types on offer before you sign-off a layout. In this way, you can be sure that all of your co-worker's business cards will be printed on 400gsm paper, as an example.

After a layout has been signed-off, it will become a template. All co-workers (including admin and graphic designers) will then be able to edit the template and make orders. Take a look at our media library, to learn about this in more detail.



Our tip: you can download every template as a PDF preview in order to check the layout before sign-off.
7.
Ordering a product
By editing a template, you create your own, individual printing template. This will only be visible to you under the My Templates section. You can view, edit or order this at any time.

Simply select the print run, material, delivery time and other processing options under the configuration page. You will then be able to see a quote for your order. Please note that your calculations cannot be saved on this page. To save your order, add it to your basket and add other products you may be interested in. In the Basket, you can give each product a project name and a cost centre.

Our tip: You could set your name as the project name, for example. This would make it easier to manage your order internally if you're ordering with payment by central invoicing.



During the Checkout Process, you can enter another delivery address. However, 'delivery splitting' is not possible. Select your payment method and redeem your voucher if you have one. You can then review your order and send off your product to be printed. As soon as you send your order, you will receive an order confirmation email. You can see the current status of your order under the Order History section of the My Account page. If you have any questions about your order, please feel free to contact us
8.
Data Protection
All SAXOPRINT.cloud data is saved multiple times in several locations in Europe. To be more specific, all data is saved in a primary and a secondary location. The secondary region is hundreds of miles away from the primary region.

Additionally, we back up all data to a third location. This is so all data can be retrieved if necessary.

Access to the infrastructure and the back-end of the platform is strictly regulated. Access is kept to a minimum and this is regularly audited.

The accessibility and credibility of the SAXOPRINT.cloud platform is guaranteed by several redundant internet connections, multi-level firewalls and state-of-the-art hardware.

The data centres we use meet the highest standards in availability, data security, data protection and access security. The data centres are ISO 27001 certified.
1.
Sign up
So, you've received an invitation email and you're not sure what to do next? First of all, congratulations! It looks like your graphic design skills are needed. Click on the invitation link and select the relevant option. If you are brand new to SAXOPRINT.cloud, go to the right and fill out the registration form. If you already have your own SAXOPRINT.cloud Shop but you want to support and have access to another platform, you'll also have to fill out the form on the right.

After you've completed your registration, you'll receive a confirmation email which will redirect you to the platform. Depending on the settings, you might need the administrator's sign-off before you can enter the platform. If you do need to wait for sign-off, you'll be informed. After this, you will be able to log in to the platform and enjoy the benefits of SAXOPRINT.cloud.

If you're already a member of another platform as a graphic designer or co-worker, register with your usual login details on the left-hand side.

Our tip: If you are a business customer, you will be able to use the payment on account payment method.


2.
Select product
At the bottom of the dashboard, you will find a slider bar with all the products we offer. If you would like to see all products at a glance, use the Product Overview which you can find in the header bar. When you click on a product, you will be redirected to an overview page where you can find out about the product properties in more detail. You can find out more under the Product Information page.

Once you have decided what product you would like to order, click on the Create a New Layout button on the dashboard or in the Templates page. Select the desired product, give your product a name and choose the finished size. Please note you won't be able to change the size again once the product is in the Editor.

Our tip: take a look at our product overviews for inspiration and to get to know our portfolio better.


3.
Create layout
To create a new layout, choose a product category and the product size. Please note that once in the Editor, you are unable to change the product format.

Take a look at our hints and tips for creating a layout in questions about the Editor or watch one of our short videos in the Media Library. When creating a new layout, the editor will automatically open in advanced mode. This allows you to change the sign-off options for individual elements such as images and text.

After you have created your layout, you can test it out using the End User Mode. This will allow you to test if you have entered the sign-offs correctly and if your platform users are able to edit the different elements of the product.

Before you share your layout, you can reduce the amount of paper and grammage on offer to your platform users, so you can be sure the corporate design will be protected. In this way, you will be able to guarantee that all business cards are printed on 400gsm silk finish paper, for example. These settings can be changed at any time by the admin.

Our tip: You can download every template as a PDF file in the template details section. This allows you to review a layout before it is signed off.


4.
Obtaining sign-off
Once you are happy with your layout, you can share it with the administrator . Your layout will then be visible under Templates layout sign offs. If you need to make any corrections, or if sign-off has been granted, you will be informed under the Sign off section of your Dashboard .

A layout will become a template once it has been signed off. All users (including graphic designers) will be able to use the template to create their own documents and then place an order.

Our tip: in the dashboard you can see how many of the templates have been created by you at any time.


5.
Editing templates
You can find all the signed off layouts under the Templates page. Everyone in the platform can use these - in accordance with the authorisation levels set by the administrator.

When you click on the Edit Template button, the Editor will open in basic mode. This means the changes you can make to the document are limited. These restrictions are set by the graphic designers and administrators. To illustrate, it may be the case that you are only able to enter your own personal details on a business card. The layout itself is fixed. You can find a more detailed explanation about how to edit a template in the co-worker Editor area.

After you have edited a template, you will be redirected to the configuration page immediately. Here you will have the opportunity to place an order for your product. At the same time, your personalised template will be saved and you can place an order or make more changes at a later date. This template will only be visible to you in My Templates.



Our tip: find templates faster using the search bar and filters.
6.
Order product
By customising a template, you've created your own, individual printing template. Only you will be able to see this under the My templates page. You will be able to see, edit, and, of course, order this at any time.

Simply select your order size, the material, delivery and other processing types you would like in the configuration page. You will then be able to see how much the print run will cost. Please note that it's not possible to save the calculations you make on this page. To save your calculations, you can place your product in the basket and then add further items. In the basket, you can assign a project name and a cost centre for each individual order.

Our Tip: You could set your name as the project name, for example. This would make it easier to manage your order internally if you're ordering with payment by central invoicing.



During the Checkout Process, you can change the delivery address. 'Delivery splitting' is not possible. Select your payment method, redeem a voucher if you have one, review your order and then you can send your product off be printed.

You will be informed if a sign-off from the administrator is needed. This could lead to delays in production. You can check the current status of your order at any time in theOrder history section in My Account. If you have any questions about your order, please feel free to contact us.
7.
Data Protection
All SAXOPRINT.cloud data is saved multiple times in several locations in Europe. To be more specific, all data is saved in a primary and a secondary location. The secondary region is hundreds of miles away from the primary region.

Additionally, we back up all data to a third location. This is so all data can be retrieved if necessary.

Access to the infrastructure and the back-end of the platform is strictly regulated. Access is kept to a minimum and this is regularly audited.

The accessibility and credibility of the SAXOPRINT.cloud platform is guaranteed by several redundant internet connections, multi-level firewalls and state-of-the-art hardware.

The data centres we use meet the highest standards in availability, data security, data protection and access security. The data centres are ISO 27001 certified.
1.
Sign up
So, you've received an invitation email and you're not sure what to do next? First of all, congratulations! With SAXOPRINT.cloud, you can edit and order print products easily and efficiently.

Click on the invitation link and select the relevant option. If you are brand new to SAXOPRINT.cloud, go to the right and fill out the registration form. If you already have your own SAXOPRINT.cloud Shop but you want to support and have access to another portal, you'll also have to fill out the form on the right.

After you've completed your registration, you'll receive a confirmation email which will redirect you to the platform. Depending on the platform settings, you might need the administrator's sign-off before you can access your platform account. If you do need to wait for sign-off, you'll be informed by email. After this, you will be able to log in to the platform and enjoy the benefits of SAXOPRINT.cloud.

If you're already a member of another platform as a graphic designer or co-worker, register with your usual login details on the left-hand side.

Our tip: If you are a business customer, you may be able to benefit from payment on account.


2.
First steps and product portfolio
When you're finished with the registration process, you'll see your new SAXOPRINT.cloud dashboard. This will give you an overview of platform activity. In your dashboard, you will also find a short introduction video. The main benefit of SAXOPRINT.cloud for you is being able to personalise and order print products quickly and easily online.

At the bottom of your dashboard, you will find a slider bar with all our products. When you click on one, you will be redirected to an information page where you can find out more about the characteristics and properties of the individual product. You can find out more in the product information page.

However, as a co-worker of the SAXOPRINT.cloud, you can only select an existing template with a limited, predetermined selection of materials for your print orders. The range of templates and materials on offer to you is decided by the platform admin. If you feel a template or material is missing from the available product portfolio, please get in touch with your platform contact.

Our tip: you will receive notifications about new templates in your dashboard.


3.
Edit templates
You will find all available templates in the Templates page.

By clicking on Edit Templates, the Editor will open in basic mode. You will then be able to make changes to the template using the Editor. The changes you are able to make to the template will be predetermined by the graphic designer and administrator. So, as an example, it could be the case that you're only able to edit the text on a business card without being able to change the layout. As a result, you wouldn't need to think about the design of the business card at all, as the card has already been designed for you, in keeping with your company's product design. You can find more information and advice about editing templates with the Editor in the User-Editor area.

After editing the template, you will be redirected to the configuration page where you can order your personalised product.

At the same time, your personalised template will be saved so that you can edit or order it at a later date. This will be only visible to you in My Templates.

Our tip: Using the search bar and filter, you will be able to find the template you're looking for a lot faster.


4.
Order a product
By customising a template, you've created your own, individual printing template. Only you will be able to see this under the My Templates page. You can see, edit, and, of course, order this at any time.

Simply select your order size, the material, delivery and other processing types you would like in the configuration page. You will then be able to see how much the print run will cost. Please note that it's not possible to save the calculations you make on this page. To save your calculations, you can place your product in the basket and then add further items. In the basket, you can assign a project name and a cost centre for each individual order.

Our Tip: You could set your name as the project name, for example. This would make it easier to manage your order internally if you're ordering with payment by central invoicing.



During the checkout process, you can change the delivery address.

Delivery splitting is not possible.

Select your payment method, redeem a voucher if you have one, review your order and then you can send your product off be printed. You will be informed if a sign-off from the administrator is needed. This could lead to delays in production. You can check the current status of your order at any time in the Order history section in My Account. If you have any questions about your order, please feel free to contact us.
5.
Sign off needed
The admin may give you authorisation to do certain things in the platform without needing a sign-off, yet require additional sign-offs for other things.

The administrator may provide you only with a select amount of templates with limited materials on offer. Within the template itself, you may only be able to edit certain elements. The main advantage of these settings for you is that when you order a product, you can be sure it will maintain the corporate design of your company and be uniform to other products ordered by your colleagues via the platform.

However, the administrator may require a print sign-off on your order. This means that your order must be reviewed by the administrator before it can be signed off for production. You will be informed via email or your platform dashboard if you need to make changes to your product or if it has been approved of for production. Please be aware that the sign-off process could lead to a delay in production.

You will find out if a print sign-off is needed or not after you have placed your order.


6.
Data protection
All SAXOPRINT.cloud data is saved multiple times in several locations in Europe. To be more specific, all data is saved in a primary and a secondary location. The secondary region is hundreds of miles away from the primary region.

Additionally, we back up all data to a third location. This is so all data can be retrieved if necessary.

Access to the infrastructure and the back-end of the platform is strictly regulated. Access is kept to a minimum and this is regularly audited.

The accessibility and credibility of the SAXOPRINT.cloud platform is guaranteed by several redundant internet connections, multi-level firewalls and state-of-the-art hardware.

The data centres we use meet the highest standards in availability, data security, data protection and access security. The data centres are ISO 27001 certified.