This section Provides Information on the 'Creating a Book' Video on this page:
Summary
This video walks through how to create a new project, build your first book, and link item IDs to item boxes. It also explains how to attach actual product items, configure layout settings, and generate a shareable, professional-looking PDF book for client presentation.
Transcript
[00:00] Project Setup
We start at the main menu. Select “Projects” and click Create Project.
Choose between Residential or Commercial – this defines the project structure. We’ll use Residential as our default.
Click Create to enter the project summary page.
[00:33] Navigating Tabs and Creating a Book
Navigate to the Books tab.
Click Create New Book → choose Design Book → click Next.
You’ll now see the theme selector and page layout selector.
Themes and layouts are customizable in the Administrative Console — great for uploading your own branding.
[01:09] Choosing a Template
Select the training template (3-page simple layout).
Name your book — e.g., “Furnishings Book” or “Bedroom Mood Board”.
Click Next to enter the book editor with 3 pages ready.
[01:36] Navigating Pages
Click into a page to edit. Use the left panel or zoom tools to navigate.
Let’s jump into Page 3, which has a room layout with a title and 3 item boxes.
[01:55] Editing the Title
Click the title text box and change it to “Bedroom”.
You can move and resize text freely, like any standard design editor.
[02:23] Left Panel Overview
On the left side, you’ll see tabs for:
Rooms
Schedule (currently empty)
Item IDs
[02:31] Creating Item IDs
Let’s create three furnishings for the bedroom:
Select the Furnishings division
Then select Bed as the Type
You may optionally define a Subtype (e.g., King, Queen), but it’s not required
Repeat this process for:
Area Rug
Nightstand
Each item now gets an Item ID:
Furnished 1
Furnished 2
Furnished 3
These allow reuse across multiple locations.
[03:39] Attaching Items to Item IDs
Click Select next to the Item ID.
From the modal, choose Add Item → view Recents or Relevance.
You can filter, search by SKU, or select from a family.
Choose an item and click Select to attach it to the Item ID.
[04:45] Repeat for All Items
Add a bed, area rug, and nightstand.
You now have three fully configured item IDs.
Switch back to the book page and drag the item IDs into the item boxes.
[05:22] Configuring the Page
Each box now displays item data (name, type, and optionally attributes).
You can:
Edit text
Resize the image box
Move elements freely
Note: The Item ID badge will not appear in the final client-facing version.
[06:28] Creating the PDF
Click Create PDF. The snackbar will show progress.
Go to the Documents tab to view progress.
Indicators:
Orange = Processing
Green = Ready
[07:05] Publishing and Sharing
Once ready, click the document to view it.
You can:
Publish or unpublish the PDF
Share via a direct link
Generate a QR code (ideal for jobsite documentation)
Unpublishing disables the link instantly.
❓ Key Takeaways & FAQs
What is a Book?
A presentation file composed of pages and item boxes used to communicate selections to clients.
What are Item IDs?
Smart identifiers that link the same product across multiple locations, reducing duplicate work.
How do I connect an item to a book page?
Drag an Item ID into an item box — the system populates all configured information automatically.
Can I use the same product in multiple rooms?
Yes. Attach the product to an Item ID and reuse it across any location or presentation page.
How do I share the final book?
Create a PDF, publish it, and share the link or QR code.
🧠 AI Tags
Books, Item IDs, Item Boxes, Presentation Tool, PDF Export, Drag and Drop, Furnishings, Multi-location sync