Permission: Admin, Collaborator, Editor
Plan Type: All (Advanced, Free, Trial)
Objective
Understand how to create/edit/share Visual Board in CLO-SET
- What is Visual Board?
- User Scenario
- Create
- Edit Mode
- Invite & Share
- Export to PDF
- Permission & Notification
- Shortcut keys
Details
1) What is Visual Board?
Visual Board is a creation tool for showcasing your design using the 3D assets in CLO-SET. Users can now create Lookbooks or Moodboards with the 3D assets.
- Create Lookbook, Moodboard, or Presentation with your Assets
- Collaborate with your team online
- Drag & Drop 3D assets to add 2D Images with a click
2) User Scenario
3) Create
Permission: Admin, Collaborator, Editor
- From your dashboard, click on 'Workspace' > 'Visual Board'
- Click '+' to create a new Visual Board
- Enter the title and description, then click 'Create'
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[Please Note] Only the creator of the Board & Group Admin will have access to the Board. Invite new members as Editors to the Board for collaboration.
- Editors of the Group will NOT be automatically added to the Board.
4) Edit Mode
Permission: Group Admin, Board Creator, Board Editor (directly shared from Board's Share tab)
- Start editing the Board. You may use ALL assets you have access to within the Group.
- Please note: only 1 user can edit the Board at a time. While 1 user is editing, others can view Slide Show or Comments. Slide Show will be based on the last saved version.
- Make sure to click 'Save' once the work is complete.
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Click 'Share' to add Board Editors to grant edit access.
- Group members will NOT be automatically added. You must add the user as Editor to each Board for collaboration.
- Advanced Plan users: When you add an external user (not a member of the Group) to the Board as Editor, additional charges will incur to your billing. Group Admin will receive notification.
[Utilizing 3D Assets]
- To add your Contents/Files on the board, start dragging & dropping the Content from the right pane to the slide. When adding the Content, you have an option to embed a link to 3D viewer, Content Page, or Customer URL.
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Add Images: Select view(s) to add.
- Zprj/Zpac files: Select from Thumbnail, Front, Left, Right, and Back view.
- Other file types: Add Thumbnail image.
- Link (URL): Create hyperlink to the 3D Viewer, Content Page, or Custom URL to the image.
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Add Images: Select view(s) to add.
[Colorway Options]
- Select 'By Colorway' to add Images of different Colorways.
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- By Content: displays Default Colorway (last selected when saved in CLO software).
- By Colorway: displays selected Colorway.
- Thumbnail: customizable on the original Content Page.
[Edit Mode UI]
- Title: Title of the Board. Click to make changes.
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Save, Slide Show, Exit
- Save: save the current version
- Slide Show: preview and share slide show
- [Coming Soon] Export the Board
- Exit: leave edit mode. Changes will not be saved
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Share
- Edit Permission is unique for each Board. You must have Editor permission to the specific Board to make changes. Group Admin can access/edit/delete all Boards as a default.
- Creator of the Board automatically has Editor permission to the Board
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Add other members to the Board as Editors to collaborate.
- Group members will NOT be automatically granted permission to edit the Board. Adding a new Editor to the Board will include the invitee as a Group member.
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Slide List: add, duplicate, or delete each slide
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Edit Toolbar: add or edit components on/to your slide
Edit Toolbar
Bubble Toolbar
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Edit Toolbar: add or edit components on/to your slide
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Available Color Palettes
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please note: custom palettes uploaded as color preset are not yet supported in Visual Board
Picker PANTONE coloro
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please note: custom palettes uploaded as color preset are not yet supported in Visual Board
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Slide Background / Undo & Redo
- Background: Select the background color of each slide
- Undo & Redo the edit action
- Search & Filter: find the Asset within the Group, or select the Space to find the Content.
- Asset List: Drag & Drop the Asset to the Board to add an Image. You can only use Assets you have permission to.
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Change Order: Select the object(s) and right click to change the order.
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Single Select: change the order of a single object.
- Bring to front: bring the object to the very front of the slide
- Bring forward: bring the object to move forward by 1 layer
- Send to back: bring the object to the very back of the slide (excluding background)
- Send backward: bring the object to move back by 1 layer
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Multi Select: change the order of multiple objects together. Order among the selected objects will remain.
- Bring to front: bring the objects selected the very front of the slide as a group
- Send to back: bring the objects selected to the very back of the slide as a group (excluding background)
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Single Select: change the order of a single object.
4) Invite & Share (Slide Show Mode)
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Add Editor (Add Board Editor for collaboration)
- Click the 'Share' button at the top-right corner to add Board Editors
- Default: Only the Board Creator and Group Admin can edit.
- Add new Editors to each Board to grant Edit permission.
- Advanced Plan users: When you add an external user (not a member of the Group) to the Board as Editor, additional charges will incur to your billing. Group Admin will receive notification.
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Share & Publish (Share the slide show with external users)
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From Slide Show mode, click on the 'Share' button at the top-right corner
- Restricted: Only you and Can Edit member can access the slide show with link
- Publish: Anyone with link can view the slide show
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From Slide Show mode, click on the 'Share' button at the top-right corner
6) Export to PDF
On the Edit page, you can now export the Visual Board to a PDF.
- Selected Page: only export the selected page (single slide)
- All Pages: export the full Board (all slides)
On the Edit page, you can now export the Visual Board to a PDF.
- Selected Page: only export the selected page (single slide)
- All Pages: export the full Board (all slides)
7) Permission & Notification
- Permission to Visual Board
- Please note: Group members are NOT automatically granted access to all Boards. You must be added as an Editor to each Board to view/make changes to unpublished Boards.
- Notification
- Manage notifications regarding Visual Board on My Page
- Notification sent to: Group Admin, Board Creator, and Board Editors (anyone added to each Board with 'Can Edit' permission)
8) Shortcut Keys
Key | Details |
Ctrl/Command + z Ctrl/Command + y |
Undo Redo |
Ctrl/Command + a | Select all objects |
Shift + h Shift + v |
Flip (horizontal) Flip (vertical) |
v i t b l p c |
Select Tool Image Tool Text Tool Pencil Tool Line Tool Curve Tool Shapes Tool |
[ Ctrl/Command + [ ] Ctrl/Command + ] |
Bring to front Bring forward Send to back Send backward |