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Once templates are installed, products are added and priced, and you have enabled the Folio Add-On option in the Setup Wizard, the APM software will display options for customers to order EQ Pro products. All EQ Pro products are available for ordering on the Product Selection screen. A listing of the currently available EQ Pro products is as follows:

  • Banners
  • Calendars
  • Envelopes
  • Flat Cards
  • Flip Books
  • Folded Cards
  • Mini Books
  • Note Cards
  • Notepads
  • Photo Books
  • Photo Book Covers
  • Poster & Collages
  • Proof Books
  • Scrapbook Pages

From the Product Selection screen, there are two ways to begin the creation of an EQ Pro product:

  1. Select a product category in the By Product tab
  2. Select an occasion category in the By Occasion tab

When the Product Selection screen loads it will default to the By Product tab, displaying a panel of products that may be ordered. Use the arrows to the right and left of the panel to navigate through the available products.

By Product Tab

By Occasion Tab

Category Selection Buttons

EQ Pro Style Selection

Photo Fill Options

Photo Index Screen

You can also select the By Occasion tab to see a panel of products specific to occasions, such as holidays, birthdays, and weddings. Use the arrows to the right and left of the panel to navigate through the available occasions. Once you have selected an occasion, you may choose from a list of products that have templates associated with that occasion.

Once you have selected a product from the By Product tab, or an occasion from the By Occasion tab, the software will take you to the configuration options for creating the product.

The next options vary depending on the product you have selected. EQ Pro products require additional selections to define the ordering parameters. For example, when ordering a Photo Book, selections must be made for the type of book, the size of the book, and the template theme before product creation can begin. Simply follow the workflow and select from the options displayed.

At any time during the selection process, you may use the Breadcrumb Buttons at the bottom of the screen to backtrack to the previous selection, or all the way back to the product selection screen by pressing the Products button. Use the scroll arrows to browse through the options in the selected grouping.

Once the product selection navigation has reached a certain point (after a definable size and product type have been chosen), the last selection will require choosing a style or theme for the product you have selected. The styles are grouped by occasion, and you can use the horizontal list at the top to scroll through and select the different occasion categories.

**Note: If you used the By Occasion tab at the beginning of the product selection, then that occasion will be selected in the list above.

Once an occasion category has been chosen, use the arrows on the center right and center left to scroll through a large preview of the available template styles. When you are satisfied with these configuration options, press the large arrow button in the bottom-right of the screen to access the Image Multi-Select screen.

Next, you may be given the option to auto fill the layout pages for the product using the selected images by pressing the Autofill button, or you may press the Manual Placement button to choose and design each layout page manually. This screen may be skipped depending on your configuration settings. See Chapter 7 on configuring the Photo Folio Add-On Component for further information.

Use the Image Multi-Select screen to indicate which photos you would like to include for creating your EQ Pro product.

**Note: If an image is not selected on this screen, that doesn’t mean you can’t include it in your EQ Pro product. The images that are selected here are merely placed at the beginning of the image selection list, while the unselected images appear at the end of the list.

Description of Features:

  1. Touch a thumbnail to select it. Selected images will show a green checkmark over them.
  2. Use the rotate button in the right corner of each thumbnail to rotate the image in 90-degree increments.
  3. Press the Back button to return to the style selection for that product.
  4. This area gives a recommendation for the number of images that will fit within the product you have chosen. It will also report the number of photos that can be added if you select to add more pages, as presented in the next screen, and the number of images currently selected.
  5. Use these buttons to scroll through your list of images. If a scroll button is disabled (faded), either the end or the beginning of the image set has been reached.
  6. Press the Deselect All button to uncheck all of the photos that had previously been selected.
  7. Use the options in the Sort By tabs to order the thumbnails by the method indicated:
    • Name orders the thumbnails alphabetically, from A-Z (ascending), based upon the filename of the images. This is the default selection.
    • Oldest sorts the thumbnails from oldest to newest, based upon the file creation date and time of the image.
      Photo Index Screen
    • Newest sorts the thumbnails from newest to oldest, based upon the file creation date and time of the image.

**Note: The Oldest and Newest tabs use the actual file creation date/time of the image file to determine the sort. On some cameras, this may differ from the date/time that the image was actually taken.

8. Use the options in the Show tabs to filter which thumbnails are displayed based upon the chosen method:

  • All Photos shows all images that have been loaded into the APM software. This is the default selection.
  • By Date Range filters the images that are shown based upon a specified date range. When selecting this tab, a window will display options to specify the date range. Use the + and – buttons to change the dates. When finished, press Filter.
  • Folder filters the thumbnails based upon certain subdirectories on the inserted media. When selecting this tab, a window will display a list of the subdirectories of all the media inserted. To filter by a particular subdirectory, select it and press Filter.

Date Range Screen

Folder Select Screen

9. Press the Continue button once all photos have been selected for the product.

The option to add additional pages to your folio product may be displayed as well. This page presents the opportunity to up-sell your customers additional pages to expand their book product to include more photos as well as the ability to increment pricing based on additional pages. The option to add pages will vary from product to product and is also available during product creation.

**Note: You can define a price for additional pages on a per-product basis in the Setup Wizard.

Add Pages Screen

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