Assigning a book project to a school

Modified on Thu, 10 Sep at 10:25 AM

To enable your school to begin working on their yearbook, you need to assign a book to them. Assigning a book will utilize one of your available licenses. If you don't have any licenses remaining, you'll need to purchase additional ones before assigning a yearbook using the form under the Manage Licenses tab.



Step 1: Click on Manage Schools.



A list of all active schools including their School ID and the number of books assigned to each will be displayed. You can reorder the list alphabetically or by quantity using the up/down arrows at the top of the School Name column.

Tip: If a school is no longer active, you can set it to inactive to view only the schools you are currently supporting, reactivating it later if necessary. Click on the Info tab to uncheck the Active box then click Update School



Step 2 - Click View next to the row of the selected school.



Step 3 - Toggle to the Books tab then click on Create new book.


Step 4 - Complete the form to assign a license to the school.

1. Provide a name for the book. The school year will be used as a default, but this may be changed as required. The book name will appear in the top-left menu on the yearbook software..

2. Choose a book products to apply to the project.

3. If applicable, select which cover(s) to use on the project. If the book product only includes a single cover type or does not include a logo, this form area will be simplified.

4. Select a grade-level filter to show design content - layouts, backgrounds and elements - appropriate for the school (eg. high school)

5. If applicable, set a fixed page count so the book may not be submitted with too many or too few pages.

6. Add the book's submission date.

7. If cover submission is required at a different time than the interior pages, toggle on Cover Deadline" and specify a separate date. 
To complete the book setup, specify the primary admin user for the book.

Click Add to register the book. 



Once the book has been added, a book will be recorded under the school's book option. Note that the book will be marked as Unregistered until the administrator logs into the account, and that the email invitation will be marked as queued.



The invitation email will be sent to the contact person specified in the book registration form. The email will provide them with the information required to login to their book. 


Until the client sets the account password, the book will remain as unregistered - this status will change one the administrator logs into the book following the instructions sent at the time the book was created. If your client did not receive an invitation to log into the book, you can re-send the invitation.


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