The flat plan overview screen is accessed by clicking on the issue from the centre of the Dashboard (Home screen) or the Publications screen. 

On the left sidebar, the Navigation Menu and the Actions Menu are displayed. You can hide or display the sidebar menu by clicking the three-bar toggle icon, top left of the screen. 

The Navigation Menu

The Navigation Menu found on the left sidebar of the Flat Plan Overview links to the following screens - more detail on each section is given below:

  • Flat Plan Overview - Displays a condensed view of the flat plan.
  • Manage Adverts –  Displays the artwork of the booked adverts for the issue.
  • Manage Content – Displays the artwork of the booked content for the issue.
  • Quick Layout - Provides an overview of all the content & adverts on the flat plan and the main settings of the layout for each page.
  • Advertisers Index – Contains the settings to create an advertiser index using AutoPublish and set it directly on the flat plan.
  • Content Index – Contains the settings to create a content index.
  • History – A record of changes made on the flat plan.

 

Flat plan overview

The flat plan overview displays a condensed view of the flat plan.The colours on the flat plan correspond to the artwork status of the adverts and content placed on the pages:

  • Green: Advert is ready
  • Light green: Content is ready
  • Amber: Advert awaiting action from a customer
  • Light amber: Content awaiting action from a customer
  • Pink: Advert not ready
  • Light pink: Content not ready
  • Grey: Page partly filled
  • Other colours: you may see other colours if you have set artwork statuses with your own custom colours.

If you hover over one of the pages, a pop-up of the page will appear displaying the uploaded artwork.

 

Manage adverts and manage content lists

To access from the flat plan overview screen > Click Manage Adverts in the navigation sidebar menu.

You will see a list of all your advert bookings for the issue you are working on. Similarly, if you click on Manage Content, you will see a list of all your content bookings.

The list is colour-coded by the artwork status, so you can see at a glance which bookings are complete (green tick) and which are not (red X). If the booking has been set on the flat plan, you will see the page number in the Page column.

Up/down arrows in header column - Clicking the up-and-down icon at the top of each column, you can sort the list by each of the column fields. 

Search box - Use the search box to find a particular company, or to find all the bookings assigned to one of your users.

Company - Clicking on a company name will take you to the bookings for that company.

Title - Clicking on the booking title will take you to the artwork details for the booking, where you can update the status, upload artwork, check which publication and issues the artwork is being used in, add notes, assign the artwork to a user and email.

 

Quick layout screen

Provides an overview of all the content & adverts on the flat plan and the main settings of the layout for each page.

To access from the flat plan overview screen > Click Quick Layout in the navigation sidebar.  The video above provides an overview of the screen & the settings.

 

The advertiser index 

To access from the flat plan overview screen > Click Adverts Index in the navigation sidebar menu.

This screen provides the settings to create an Advertiser Index and set it directly on the flat plan.

How to create an advertisers index using AutoPublish 

 

Content index 

To access from the flat plan overview screen > Click Content Index in the navigation sidebar menu.

Displayed is an alphabetical list of the content placed on the flat plan, that has the In Index toggle switch on.

To download the content index click Export to PDF or Export to Text buttons top right of the screen.

 

History

To access from the flat plan overview screen > Click History in the navigation sidebar menu.

From here you can find a time and date history of your team’s actions placing and moving artwork on the flat plan .

 


The Actions Menu

The Actions menu found on the left sidebar of the Flat Plan consists of white buttons giving you the following options:

  • View Flat Plan – takes you directly to the Flat Plan.
  • AutoPublish Options - opens AutoPublish Options which contains settings to create print file, and digital flipbook.
  • Add/Remove Pages - from here you can add and remove pages from the issue you're working on.
  • Place Adverts -  from here you can copy the previous flat plan.
  • Flatplan Notes - from here you can add notes to the flat plan.
  • Manage Sections - only visible is you used shared sections.
     

View flat plan

To access the flat plan from the flat plan overview screen > Click View Flat Plan in the actions sidebar menu.

This will take you directly to the main flat plan screen.

Overview of flat plan screen 

 

Auto publish options

To access from the flat plan overview screen > Click Auto Publish Options in the actions sidebar menu.

To be presented with options below:

Detailed help on those options can be found by clicking the links below:

Auto Publish - Setting Up Auto Publish 

Manage Layouts

Digital Flip Book - (Preview / Get Digital Link / Upload Pdf) - How to create a digital flipbook - PDF upload 

Create Zip File

 

Add/Remove pages

To access from the flat plan overview screen > Click Add/Remove Pages in the actions sidebar menu.

To Add Pages:

Pages are adding in pairs by dragging the yellow new pages icon down to the position in the flat plan you want them.