Client Care Cards - Tutorial

Hello and welcome to the Client Care Cards Tutorial. These templates are simple, fun, and so easy to use! First, let's take a look at what came in your download folder.

CLIENT CARE_indd - This folder contains the InDesign versions of the templates.

JPEG_PREVIEWS: This folder contains a preview of each of the templates.

PSD_FILES: This folder contains the templates you will be using in Photoshop.

read_me_pretty_please_template_copyright.txt: This text file contains a quick word on copyright.

tutorial: This file contains a link to what you're reading now.

GETTING STARTED These templates were made using 4x5.5 flat card templates and 2x3.5 referral card template from White House Custom Colour.  You are welcome to look into any printing service and use whomever you wish.  If you choose to do this, be absolutely sure that you contact them for their own templates before printing your marketing materials. You will need to resize everything to their specs BEFORE sending them to print.  Remember, everyone is different, so check first.

SOFTWARE YOU WILL NEED These templates are designed for Adobe Photoshop CS3 or newer and InDesign CS3 or newer. This is not to say that they don't work with previous versions ”“ they very well may. The files are un-flattened, fully editable PSDs and INDDs that offer literally limitless opportunity for customization and creativity. In order to take full advantage of these templates, you should be relatively proficient in Photoshop. Not an expert, mind you. But you should have a general knowledge of layers, shapes, text and image manipulation such as using the transform tool, layer masks, etc. If you are less familiar with Photoshop, don't fear. We will try to be as thorough as possible with the tutorial ”“ and hey, you might just learn something new!

WILL THESE TEMPLATES WORK WITH PHOTOSHOP ELEMENTS? We are all Photoshop people here, so it is hard to say which products are compatible with Photoshop Elements. We have heard from many customers that the PSD templates work just fine, but a few have had problems with the actions, depending on which version of PSE they are running. However, we don't see any reason why the templates would not work as long as your version of PSE has the following capabilities:
1. It can see “groups” within the layers palette.
2. It has the ability to display adjustment layers including solid color fills.
3. It can display clipping masks. If you think that this all applies to your version of PSE, go ahead and give the templates a try.

FONTS The fonts we used are Times New Roman, Arial, Verdana & Kravitz.  They can easily be found by typing the name into your favorite search engine.

ADDING IMAGES TO THE TEMPLATES Adding images is quite simple.  The easiest way is to use clipping masks.  Simply follow these steps:
1. Open the template (.psd file) you would like to insert your images into with Photoshop.
2. Select the layer you would like to place your image into in your LAYERS palette, it will be called “IMAGE LAYER”.
3. Open the image you would like to place here into Photoshop. FILE ->OPEN from the top menu in Photoshop.
4. Select the MOVE tool (Keyboard shortcut “V”) from your TOOLS palette.
5. Drag the image onto the collage template. It should now appear directly above “IMAGE LAYER 1”³ in your LAYERS palette.
6. Now, choose LAYER -> MAKE CLIPPING MASK from the top menu in Photoshop. This will insure that your image will only appear in the frame which you intended. You can also select the “create clipping mask” option from the top right arrow of your layers palette, shown here:
7. If your image does not completely fill the frame, or is too large in the frame, you will need to resize it. To do this, choose EDIT->FREE TRANSFORM->SCALE from the top menu in Photoshop (Keyboard shortcut “Control+T” or “Apple+T” on a Mac).
8. Hold down the Shift key while dragging out (or in) the handles that appear on the edges of your photograph.
9. When you are happy with your photo's position, press “Enter”. Repeat this step for any subsequent image layers. INSERTING IMAGES USING THE “PASTE INTO” METHOD (if you're unable to use clipping masks in your version of Photoshop)

1. Select the image layer you would like to populate in your LAYERS palette (It will be called “IMAGE LAYER 1”, “IMAGE LAYER 2”, etc.).
2. COMMAND+click on the layer mask attached to that layer to select it.  You should now see marching ants around that image layer on the template to show that it's selected.
3. Open your image and choose SELECT->ALL from the top menu (or COMMAND+A).  You will now see marching ants around the whole image to show that it's selected.
4. Choose EDIT->COPY (or COMMAND+C).
5. Go back to your template, and choose EDIT->PASTE INTO (or COMMAND+SHIFT+V).


The designs in these templates are shapes, which are vector layers. This makes it very easy to change the color on the fly.  Here's how:
1.  Choose the graphic that you would like to change in the Layers palette.
2.  Now, double-click the small box of color next to the name of the layer. 
3.  Choose the new color when the dialog box appears.
4.  Click “OK”. We hope this tutorial has been helpful, and if you have any other questions, please contact us at the link above.

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