The Fun Part Really Begins: Selecting Items and Customizing Your Book
Now, we get to select items for our project. Here’s what we’ll cover:
• Using the Catalog: Browse and select items directly from the platform’s catalog. We currently have over 5 Million Items from the top manufacturers, and the catalog continues to grow.
• Leveraging the Clipper (Clipp'd): Pull items from the web and seamlessly add them to your Organization's Catalog and books.
• Customizing Elements: Explore basic tools to adjust key elements, such as text, images, and item boxes, giving your presentation a professional and personalized touch.
This module is all about creativity and bringing your design to life. Let’s dive in and make your Room-by-Room presentation both functional and visually stunning!
Here is the Training Module, please use the information below as a reference.
We start at the Page 4, this page requires selections.
Page 4: Master Bedroom - Furniture
On this page we are adding the furniture We have already linked these 4 item boxes with the Item ID's. Now let's find 3 items from our Catalog, using the table below:
Location | Manufacturer / Item | SKU/Link |
Area Rug | Rejuvenation / Meares Hand Knotted Rug | |
Bed / King | Alder & Tweed Furniture / Avery King Bed | AT40100K-RRS |
Night Stand | Four Hands / Tiago Nightstand | 235977-003 |
Dresser | Four Hands / Toulouse 9 Drawer Dresser | 232860-002 |
Bench | Four Hands / Clarita Accent Bench | 226611-002 |
Wall Decor / Framed Art | Colorado by Dan Hobday | 231080-003 |
Window Treatment / Curtain Rod | Rejuvenation / Traditional Ball Adjustable Brass Drapery Rod | |
Window Treatment / Curtain | Schumacher / Blackburn Merino Plaid | |
Part / Ring | Ring With Eyelet | FM200/MK |
We are now ready to print out our completed Room-by-Room Client Presentation.
Any changes we make at either the Book or Schedule will sync and update at both locations.
The Design Process challenges we have addressed in this module.
Downloading Items: Using the Design.efficiently Clipp’r makes downloading items—including images, attributes, and technical documents—effortless. It keeps everything organized in one place, allowing you to reuse items and share them easily with your team.
The Catalog: A powerful tool that lets you and your team efficiently manage items, complete with all associated information, images, and specifications. You can build and manage your own organizational catalog while also accessing our pre-loaded platform catalog, featuring over 5 million items from top manufacturers.
Templates: Time is money, and the template feature is designed to save you valuable time by streamlining recurring tasks. Instead of starting from scratch, you can use pre-built or custom templates to quickly complete repetitive processes with consistency and accuracy.
Templates not only speed up your workflow but also help maintain standardization across your projects, reducing errors and ensuring that tasks are completed efficiently. Whether you’re managing schedules, creating client presentations, or organizing project data, the template feature allows you to work smarter, not harder, freeing up more time for creativity and decision-making.
Linking the Schedule & Book: One of the most powerful features of the Design.efficiently Platform is the ability to seamlessly link or synchronize the Item Schedule with your Room-by-Room Book. This connection ensures that any updates made to the schedule are automatically reflected in the book, reducing errors and saving valuable time.
By eliminating the need for manual updates across multiple tools, this feature streamlines your workflow, enhances accuracy, and ensures consistency in your client presentations and project documentation. It’s a game-changer for efficient and error-free design management.
Team Collaboration: Collaboration is key, and the ability to work together on a project rather than operating as a solo contributor is a major leap forward in the design process. With Design.efficiently, team members can seamlessly share updates, provide feedback, and contribute to the project in real-time, ensuring everyone stays aligned and informed.
This collaborative approach not only improves efficiency but also fosters better communication, reduces errors, and leads to more cohesive project outcomes. It’s a smarter, more connected way to manage design projects.
Topics Covered:
Design.efficiently Clipp'r
Adding Items to the Room-by-Room
Managing Item Box Attributes
Printing & Publishing a Room-by-Room
Creating a New Book Page & adding a Page Layout
Modifying Item Box Layout
Next Module: Design 5 : Finishes