Permission: Admin, Collaborator, Editor

Plan Type: All (Advanced, Free, Trial)

 

Objective

Understand how to create/edit/share Visual Board in CLO-SET

1. What is Visual Board?
2. User Scenario
3. Create
4. Edit Mode
   • Utilizing 3D Assets
   • Edit Mode UI
5. Invite & Share
6. Export to PDF
7. Permission & Notification
8. 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'
• [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.
• 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.

1. 1. 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.
   2. Link (URL): Create hyperlink to the 3D Viewer, Content Page, or Custom URL to the image.

 

[Colorway Options]

• Select 'By Colorway' to add Images of different Colorways.

              

• • 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]

1. Title: Title of the Board. Click to make changes.
2. 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
3. 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
   • 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.
4. Slide List: add, duplicate, or delete each slide
   1. 1. Edit Toolbar: add or edit components on/to your slide

         Edit Toolbar	Bubble Toolbar

   2. Available Color Palettes
      
      • please note: custom palettes uploaded as color preset are not yet supported in Visual Board

        Picker	PANTONE	coloro

5. Slide Background / Undo & Redo
   • Background: Select the background color of each slide
   • Undo & Redo the edit action
6. Search & Filter: find the Asset within the Group, or select the Space to find the Content.
7. Asset List: Drag & Drop the Asset to the Board to add an Image. You can only use Assets you have permission to. 
8. Change Order: Select the object(s) and right click to change the order.
   • 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
   • 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)

•  

 

 

 

4) Invite & Share (Slide Show Mode)

• 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.

• Share & Publish (Share the slide show with external users)
  • 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

 

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