Portrait Page Design

Follow these steps to design your portrait pages:

1. Import your portrait package into Memento by following the steps in the Importing a PSPA & Photos section of the Importing Portraits & Managing Data article
2. Review, correct, and add information to your portrait database by following the steps in the Managing Portrait Data section of the Importing Portraits & Managing Data article
3. Flow your portraits using the Portrait Wizard
4. Customize your portrait pages in the editor

• A. Portrait Grid – the arrangement of all elements on the page
• B. Page Title – can contain auto-generated text or custom text
• C. Portrait Images – added to the grid using the Portrait Wizard
• D. Labels – display the name, salutation or job role of a person and are placed below the portraits or to the side of the grid

To begin flowing portraits:

1. Check Out the book
2. Create a Section for each portrait page group on your book ladder. Learn more about Sections in the Book Management article
   • Note: Do NOT add blank pages to your book intended for portrait pages. The portrait wizard generates these pages automatically. Add blank pages only for candid pages, which may be placed in-between portrait pages.

3. Click Add Portrait Pages at the top right of your selected section to open the portrait wizard
4. Select the Portrait Group(s) created based on the portrait database
   1. Checkmark one or more groups in the left-side column
   2. Click the arrow button to move the selected groups to the right side
      • All groups included in the right-side column will flow onto pages within the section
5. Click Next Step at the bottom of the page

6. Re-Order Portrait Group(s) into a preferred order
   1. Click and drag the group up or down the list
   2. Release the mouse when the group is correctly positioned in the list
      • The groups will be placed onto individual pages in the order they appear in the portrait wizard
7. Click Next Step
8. Choose a Template
   • These options can be customized in the page editor. Learn more about templates in Layout Tab Options below.
9. Click Next Step
10. Click Add to Book

To begin adding or removing a group:

1. Check Out the book
2. Click Edit Portrait Pages at the top right of the section to reopen the portrait wizard
3. To Add a Group
   1. Select the group in the left column
   2. Click the Arrow to move it to the right column

4. To Remove a Group
   1. Select the group from the right column
   2. Click the Arrow to move it to the left column
5. Click Next Step three times to bypass review order and choose template
6. Click Add to Book

Your portrait pages will be reflowed with the selected groups.

Note: New groups will not inherit customization from existing groups (i.e. backgrounds, clipart, portrait grid styling, etc.)

1. Check Out the book
2. Click Edit Portrait Pages at the top right of the section to reopen the portrait wizard
3. Click Next Step to move past Select portraits
4. Click and Drag the groups to the desired order
5. Click Next Step twice to bypass the template selection
6. Click Add to book.

Note: Changing group order will not remove customization from the pages.

1. Create a section for the portrait page with multiple groups
2. Use the portrait wizard as described above
3. Open the first page of this new section in the editor
   1. Hover over the page
   2. Click the Edit button
4. Click the Portrait Tab on the left menu
5. Click Check Out
6. Turn on the Fit to Page toggle
7. Click Update Layout

To view the portrait tab options:

1. Hover over the portrait page in the book ladder
2. Click the Edit button
3. Click the Portraits Tab in the left menu
4. Click Check Out the book

There are three tabs at the top of the Portraits area: Layout, Visual, and Knockout.

Use the Layout tab to make changes to the position of images in the portrait grid and the content that is displayed. Layout tools are nested into four drawers, which may be opened/closed by clicking on their title bar:

• Design – change the general properties of the portrait grid (rows, columns, portrait alignment, page title position and size)
• Labels – configure label contents and positioning
• Margins – change the inset of your portrait grid from the page edge on any of its four sides
• Advanced – change row & column spacing

Use the Visual tab before editing style properties – such font styling for labels and titles, and portrait frame border, color and shadow effects. Limit the scope of changes to a single frame, the current page, or all like-type items in the section.

Use the Knockout tab to make empty spaces in the grid.

In Layout Settings:

• Select Apply to this page only to make changes to the current page
• Select Apply to section to make changes to every page in the current portrait section

To change the portrait template:

1. Click the drop-down arrow for the template menu in the design tool drawer
2. Select one of three options:
   • Classic – Labels appear under the portraits
   • Vintage – Portrait and label are placed inside a box
   • Side Label – Labels appear at the end of the portrait rows
3. Click Update Layout

To adjust the number of columns and rows:

1. Click in the colomns or rows box
2. Change the number
3. Choose the alignment for the last row of portraits in the grid
   • Centered
   • Aligned to the page edge
   • Aligned to the page gutter
4. Click Update Layout

To add a Feature Frame:

1. Click the toggle button to turn the feature frame on in the design tool drawer
2. Click the drop-down arrow for the Featured Roles menu
3. Select which portraits to feature according to their role
4. Click Update Layout

To add a Page Title:

1. Click the toggle button to turn the page title on
2. Customize by adding, removing, and rearranging text inside the title box
   1. Choose Apply to this page only or Apply to section at the top of the Layout Options
   2. Type “@” and select which group in the database to pull the title information from (shown as blue text surrounded by percentage signs) or type the title you want

3. Choose among three options for page titles across your portrait section
   • First Page Only – titles will appear on the first page of every group
   • Every Page – title will appear on all pages in the section
   • First Page Aligned – titles will appear on the first page of every group and grid spacing will be even on all pages

4. Choose the Page Title Height
   • Full portrait row
   • 1/2 of a portrait row
   • 1/3 of a portrait row
   • 1/4 of a portrait row
5. Click Update Layout

• Label Text – Choose to display the person’s full name (first & last), first name only, last name only, or no content
• Salutation – Click the toggle button to display Mr., Mrs., Dr., etc.
• Job Title – Click the toggle button to display the person’s job title
• Split Name on Two Lines – Click the toggle button to force a line break between the first and last names

• Label Fine Tune – Use to slightly adjust the label position spacing
  • Labels placed under the portrait will move higher or lower in the frame
  • Labels placed on the side will move closer or farther apart
• Side Label Position – labels may be positioned either on the page edge or on the page gutter when the Side label portrait template has been selected

Set custom margins under the Margins tool drawer. Choose the amount (in inches) to inset your portrait grid from the Gutter, Edge, Top, or Bottom of a page.

Adjust the amount of space between the rows or columns under the Advanced tool drawer. The default spacing is 0.1″. Click the arrows to adjust the setting up or down. Setting it to 0 will cause the portraits to touch.

Note: The portrait images may become smaller as the spacing amount increases.

To customize where to apply the styling changes:

1. Click on the Visual tab
2. Select where to apply the styling changes:
   • Apply to the section –  Updates will apply to all pages in the section
   • Apply to the current page – Updates will apply only on the selected page
   • Apply to the selected item – Updates will apply to only the item that is selected
3. Select a portrait grid element (the page title, name label, or portrait frame)
4. Change any attribute of the selected item

Note: Only visual styling changes may be applied to a single portrait element on the page. (Layout options always apply at a full-page level.)

To apply styling options:

1. Follow the instructions for the visual tab above
2. Select any portrait image, label text, or title text frame
3. All frame styling options will be available in the top menu:
   • Shadow
   • Text
   • Border
   • Shape
   • Image FX

To copy styling options:

1. Choose where to apply the styling changes on the Visuals tab
2. Select the element on the page to copy
3. Click Copy Settings on the Visual tab.
4. Move to another page where the style will be applied
5. Select the same element in the portrait grid
6. Verify the same choice is selected on the Visual tab as in Step 1
7. Click Apply Settings

To make space on the portrait grid:

1. Click the Knockout tab
2. Click the toggle button to turn knockout mode on
3. Click the portrait to activate knockout mode
4. Click the portrait again to move the portrait to the next spot in the grid, leaving a red placeholder