Basic Mode Features
Basic Mode Features
The Portrait Wizard opens in Basic mode. Click the Switch to Advanced button at the top of the page to change to Advanced Mode. You can switch back and forth between modes any time.
This section describes the features available in Basic mode; find the section that describes the features in Advanced mode here.
Basic Mode Overview

Adjustments for your portrait pages are organized into Portrait Settings and Text Settings.

The Save and Load Settings feature allows you to save your current Portrait Wizard settings for later use, or for use in another section.

The Save and Load Settings feature allows you to save your current Portrait Wizard settings for later use, or for use in another section.
The Preview at the right shows a live update of all settings, with Page Navigation icons below that show the number of pages in the section you are currently working on.

You can apply your current settings to pages in the Preview by clicking the Apply to Page button, which is also located below the Preview. Click the Previous Page and Next Page buttons to navigate through the current section.

Help and Info appears at the lower left of the dialog, to the left of the Preview. The text at the top of the Help and Info section tells you the number of pages you will need, based on the number of portrait photos you have selected and the current portrait settings. This text will update as you make changes that affect the number of pages required.

Video help also appears below the Preview. Click to watch the tutorial video.

TIP: We recommend that users watch the tutorial video before using the Portrait Wizard for the first time. This is a great way to get started!
Adjusting the Portrait Settings
The Portrait Settings allow you to define and adjust the layout of portraits on the page.

The Layout menu contains the most popular portrait layouts. Select from the menu to specify the number of portraits you would like on each portrait page. Note that the number of pages required may change based on this setting.
If you can’t find a setting that works for your desired portrait page design, click the button to Switch to Advanced mode, where you will have more options.
Select from the Type menu to change the shape of the portrait frames between standard (rectangular) or oval.

Drag the Borders slider to add a border to the portraits, and to adjust the thickness of the border. Click on the color swatch to change the color of the border.

Working with Teacher Portraits
In Basic mode, you can choose to flow one teacher portrait into a large teacher frame, or to flow multiple teachers into smaller frames ahead of the student portraits.
To add a large frame for your teacher photo, select Yes from the Large Teacher Frame menu.

Check the checkbox if teacher portraits are located in the same folder as the student portraits. This will cause the teacher portraits to flow automatically into the first row, with the first portrait flowing into the large frame and the rest flowing into smaller frames.

You can designate which portrait is a teacher and set the order that each teacher appears on the page using the controls on the Photos page (set their priority to 1 to have them appear first).

If your teacher portraits are in a different folder than your student portraits, you can drag and drop teacher photos into their frames from the displayed portraits tab.
While still in the Portraits tab, select the folder where your teacher’s portrait was placed. Find the correct teacher portrait and simply drag and drop onto the teacher frame.

If you need more than one large teacher frame, click the button to Switch to Advanced mode, where you will have more options.
Adjusting the Text Settings
The Text Settings allow you to define and adjust the attributes of all text on the page.

Use the Header Text functionality to add a text header to the top of the page. Type your text into the text box. Select from the Font menu to change the font. Select from the Font Size menu to change the size of the text. Click on the color swatch to change the color of the text.

Use the Name Text functionality to adjust the type characteristics of the student names.

Select from the Font menu to change the font. Select from the Font Size menu to change the size of the text. Click on the color swatch to change the color of the text.

Select from the Name position menu to adjust placement of student names. Select Outside to place the names to the outside of the page. Select Center to place the names below the frames.

Select from the Name lines menu to designate either 1 or 2 lines of space for student names.

Select a Name Display button to choose whether to organize student names by Last Name, First Name or First Name, Last Name.

Alerts

If you see a yellow Alert icon on your preview, this indicates an error on the page. For example the amount of text in the student name will not fit in the allotted space. Check the Help and Info section at the lower left corner of the Portrait Wizard dialog for additional information.


The Alert icon will disappear when there are no issues remaining.
Applying and Saving to Your Portrait Pages
Click Apply to page to apply the current Portrait Wizard settings to the current page. Refer to the Page Navigation icons at the lower right to confirm the page you are working on.

Click on Previous Page and Next Page to move through the pages in the section. Then click Apply to page again to apply the settings to each subsequent page.
Portraits will flow onto the pages automatically as you apply the settings. You can change the settings for a page at any time. Be sure to click Apply to page again to apply any changes.
Saving Your Settings
You can save the current Portrait Wizard settings and then apply them to other portrait pages. Click the Save Settings button to save the current settings.

You will be prompted to enter a name for your settings. Your settings will be saved to the Save Settings dropdown menu.

Click Manage Settings to Rename or Delete your saved settings.

To apply your settings to another portrait page, open the Portrait Wizard, then select your saved setting from the menu. The Portrait Wizard settings will update.

Click Apply to Page to apply the settings to the current page.

Click OK to close the dialog and save your changes. Click Cancel to close the dialog without applying any changes. Click Back to go back to the Select Portrait Folders dialog.
