Photoshop Project Preparation

Setting up a Photoshop file for automation is easy. To ensure consistent results, follow these file preparation guidelines.

File preparation

  1. Organise your artwork - simple, clearly named layers work best for automation. Order your text and image layers in the order you want users to customise them. Make sure any image layers are renamed to describe what they are, not the name of the original image
  2. Link images, don't embed - if you want to customise the images in your file, make sure to link them, don't embed them
  3. Single artboard per file - we can only work with 1 artboard per file. If your artwork contains multiple artboards, please save these as separate template files
  4. Switch off auto-test layers - auto-nesting layers can interfere with automation, so always switch this off
  5. Do not nest customisable text deeper than 2  folders - we can only automate text in the top 2 folders, so don't nest too deeply

Controlling image re-sizing

If you need to customise an image that won't be the same size all the time, you will probably need to scale it to fit a specified area. This can be achieved by setting up a bounding box. Do this by:

  1. Add a new layer named the same as the image you want to customise, with -bounding at the end of the name
  2. Draw a vector rectangle for the area that the image can re-size into
  3. Place your image on a layer above the bounding box, positioning it where you want it to sit in the bounding box

Text in linked Illustrator smart objects

If you want to allow your users to apply character styles to the text in your project, this can be done by setting it up in Illustrator and linking it as a smart object.

To do this create a layer in your Photoshop filewhere the text should appear. Give it the same name as the text layer in your Illustrator smart object, then link the Illustrator file to it.

The text in illustrator should have a paragraph style applied as a default, with the available character styles set-up but NOT applied to the text.

Automatic padding

If you would like to maintain the padding between elements on your design, even if they grow/ shrink e.g text that is 1 line in the template grows to 2 lines when customised, add the elements to the same folder, ensuring no other elements exist in this folder.

Setting up a Photoshop file for automation is easy. To ensure consistent results, follow these file preparation guidelines.

File preparation

  1. Organise your artwork - simple, clearly named layers work best for automation. Order your text and image layers in the order you want users to customise them. Make sure any image layers are renamed to describe what they are, not the name of the original image
  2. Link images, don't embed - if you want to customise the images in your file, make sure to link them, don't embed them
  3. Single artboard per file - we can only work with 1 artboard per file. If your artwork contains multiple artboards, please save these as separate template files
  4. Switch off auto-test layers - auto-nesting layers can interfere with automation, so always switch this off
  5. Do not nest customisable text deeper than 2  folders - we can only automate text in the top 2 folders, so don't nest too deeply

Controlling image re-sizing

If you need to customise an image that won't be the same size all the time, you will probably need to scale it to fit a specified area. This can be achieved by setting up a bounding box. Do this by:

  1. Add a new layer named the same as the image you want to customise, with -bounding at the end of the name
  2. Draw a vector rectangle for the area that the image can re-size into
  3. Place your image on a layer above the bounding box, positioning it where you want it to sit in the bounding box

Text in linked Illustrator smart objects

If you want to allow your users to apply character styles to the text in your project, this can be done by setting it up in Illustrator and linking it as a smart object.

To do this create a layer in your Photoshop filewhere the text should appear. Give it the same name as the text layer in your Illustrator smart object, then link the Illustrator file to it.

The text in illustrator should have a paragraph style applied as a default, with the available character styles set-up but NOT applied to the text.

Automatic padding

If you would like to maintain the padding between elements on your design, even if they grow/ shrink e.g text that is 1 line in the template grows to 2 lines when customised, add the elements to the same folder, ensuring no other elements exist in this folder.