Onboarding Templates

Chris Horroll
Chris Horroll
  • Updated

As part of the Onboarding and Migration process into Jupix, you will be provided with a template pack, consisting of a selection of brochure and window card templates. You will be asked to choose which template pack you would like to proceed with from the My Account portal.

You will be asked to provide some artwork files and information to facilitate the setup of your new templates, and My Account will guide you through this process.
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We have compiled a list of frequently asked questions to assist along the way.

This article includes: 

What are 'pre-designed' template packs?

During your initial onboarding to Jupix, you would have been asked to confirm the template pack that you would like setup.

A 'pre-designed' template is one which is based on an existing pre-designed layout and design.

Your logo and colours are applied to the template, but everything else remains the same.

What are 'custom' templates?

During your initial onboarding to Jupix, you would have been asked to confirm the template designs that you would like setup i.e. brochures, window cards, and letterheads.

A 'custom' template is one which is based on a mock-up or design that you supplied, which doesn't match the pre-designed collection that was available to you.

A custom template package is only available if previously agreed and ordered with your Regional Sales Manager.

How many templates can I have?

You are able to choose a single template pack which consists of a selection of pre-designed templates as part of your subscription, consisting of either brochures or window cards. The number of templates you receive will be dependant on what is within your chosen pack.

A letterhead template is included by default.

Please think carefully about the template pack you choose alongside your business needs and property portfolio. For example, choose a pack which compliments the size of properties you market. Or if you need window cards, make sure those are included within your chosen pack.

It is important that you choose a selection which will cover all of your needs.

If you offer both a sales and lettings service, we will duplicate the original 10 templates for a lettings output instead, however the overall design and styling will be exactly the same.

If you require templates setup for multiple branches please refer to the information below.

How will you style the templates?

The layout and design of the templates will appear as per the template pack you chose within My Account.

Using your company logo and branding guides, we will restyle the templates to match your company colour scheme, sometimes using other resources as a point of reference for consistency, such as your website.

We can usually pick colours from the logo file, however if you have any specific colours you do or don't want to be used, please provide additional notes within My Account as this will avoid changes or delay in the latter stages of the project.

The templates will be styled for a single company brand. If you have multiple brands and you require additional sets of templates to accommodate this, an additional charge will apply. Please speak to your Onboarding Coordinator for further details.

How long do they take to create?

Once all required files and information has been supplied via My Account, your project will be reviewed by your Onboarding Coordinator. If they spot any problems, they will contact you to resolve them.

The project will be escalated to the Design team for creation before your scheduled go-live date, which we will always aim to work towards. When the new templates are created, the Design team will email you an alert with details on how to proof them and request any amendments.

However, it is important to supply all required files and information promptly to avoid disruption to your go-live, and to avoid you operating without templates once live. It may not be possible to complete setup of the templates where information has not been supplied in good time.

What do I need to supply?

Logo

  • Logo’s should be supplied as a ‘Vector’ file in either .eps or .ai format
  • Or as a 300dpi uncompressed .pdf file
  • Or as a 300dpi (print quality) .jpeg or .png file (with transparency)

*If you do not have these formats available, please speak to your branding designers who will be able to supply this to you.

Font

  • A 'True-Type' font file

*This is only required if you wish for us to use a non-standard font file.

Letterhead

  • A4 300dpi uncompressed .pdf file
  • Or as a 300dpi (print quality) .jpeg or .png file (with transparency)
  • Confirmation of a single or multi-page setup
  • *If multiple letterheads are required, please provide artwork for all

It is important to supply all required files and information promptly to avoid disruption to your go-live and to avoid you being without templates once live.

 Note

  • A 300dpi image is a high resolution file for print output. If you have branding designers, they should supply your artwork prepared in this quality for print and will understand this requirement
  • Artwork will not be accepted if supplied within a scanned document
  • Images must be embedded within the .pdf file as opposed to 'linked' to any external files or documents
  • Artwork must be supplied in a final state and not be subject to change. A change to artwork/logo/branding after the initial creation of your brochures will be subject to an additional charge to update throughout
  • Failure to provide artwork or files in the correct format will cause delay to the completion of your project. Brochure creation will not commence until all required files have been correctly received
  • We do not provide ad-hoc branding design services as part of template creation. We expect the logo and company branding to be in place and finalised at the start of the project

Can I have extra templates?

Additional templates can be ordered to meet your requirements, but will incur an additional charge to accommodate and may compromise your scheduled go-live date.

Therefore, you may choose to factor in additional templates after you are live in the system so not to disrupt that process.

  • Pre-designed template: Choose from a selection of designs, £120+vat per template
  • Pre-designed template pack: Choose an additional template page, £550+vat per pack
  • Custom template: Supply us with your own mock-up, £120+vat per hour (accurate quotation provided following review by the Design team)

Can I have extra letterheads?

Please provide us with a 300dpi .pdf copy of each letterhead design you need converted into a template and we can review this for you.

The cost to order an extra letterhead template and then roll-out to the relevant letters is £120+vat.

*Please note, a scanned document will not be accepted, as it will not provide the correct print quality output.

What changes can be applied?

Some minor amendments to brochures after first proof are very common.

However, when using our pre-designed templates, the quantity of changes are reduced because they don't sway too far from the original demo so there should not be any hidden surprises.

Amendments to your templates should be communicated directly to the Design team who will be able to assist quickly for you.

Typical minor changes we would make to pre-designed templates are;

  • Minor adjustments to colours and font. The overall design of the brochures will remain as per the chosen template
  • Adjustment to merge codes
  • Adjustment to company contact information

Additional charges may be applicable if you require the following after templates have been set-up and proofs provided, such as;

  • Rebrand i.e. a change of logo or colour scheme
  • Change of template layout
  • Change of template
  • Change of template pack
  • Additional template that were not agreed prior to go-live
  • Additional template pack that was not agreed prior to go-live
  • Custom templates

Can I change my template pack?

Once the chosen template pack has been escalated over to the Design team for creation, it will not be possible to change your selection.

Please think carefully about the pack and its designs that you choose alongside your business needs and property portfolio.

When can I use them?

When the new templates are setup and ready for you to proof, you will be emailed an alert from the Design team with instructions on how to proof the new templates and how to request amendments.

Please look out for this email so not to cause delay in the later stages of your onboarding to Jupix.

You will be required to sign-off the templates in My Account before they will be come available in the live system. Failure to proof the templates and sign-off in good time could leave you with incomplete templates.

Other

I am live, but have no templates

Please contact your Onboarding Coordinator to understand why you cannot locate the new templates in your live account.

I am live, but need changes

Please contact the Design team to request adjustments to your newly created templates.

The Design team will honour minor adjustments up to 4 weeks from go-live, after which changes will incur a cost to apply.

I am live, but need new templates

Please contact the Design team here to request additional templates or to discuss your requirements.

Can I create my own templates?

If you have completed Jupix Brochure Training, you may feel confident to create your own templates and this is an option available to you using the online help guides.

You are also able to make one-off adjustments to a properties generated template without saving over the master template file.

However, we do strongly advise caution when editing any master templates that the Design team have originally created for you, because any breakages would not be covered without a potential charge to resolve.

If you are unsure and would prefer to avoid any mishaps, its usually best to contact the Design or Support teams for their advice first.

My templates are broken

We advise caution when editing any master templates that the Design team have originally created for you, because any breakages would not be covered without a potential charge to resolve.

If you are unsure and would prefer to avoid any mishaps, its usually best to contact the Design or Support teams for their advice first.

If you have a broken template, please contact the Design team who will be happy to take a look and advise.

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