Presets allow a user to transform and create a common set of parameters that can be applied to an Image resource. Single Presets can be used when a specific transformation needs to be applied to a specific image.
Using the Share / Embed, Single or Bulk Download overlays, Admin users can create Single Presets that will be available to all users for those actions.
This article contains a full overview of the options available when using and adding Single Presets. Click on the items below to jump to specific sections.
- Presets List Page
- Add a New Preset
- Preset Fields
- Image Preview Area
- Loading an Existing Preset
- Saving a Preset
- Editing a Preset
- Adding a Preset Demonstration
Presets List Page
This page will list all the Single Presets relating to the image that will be visible on the left of the screen, as well as all Global Presets that exist on the platform. It will also feature information about each preset's transformations that will be applied when a preset is selected for Share / Embed.
From this list (pictured below), you can perform a number of actions:
- To Filter and view a type of Preset (ie Single, Global or All) click the dropdown menu at the top left of the list.
- Search and Order how the filtered Presets appear in the list by using the Date or Search icons next to the Add button.
- Add a New preset by clicking the Add New button at the top right of your screen
- Note that this will only be available for users who have permission to Add Presets.
- To Edit or Delete a Preset, click the Edit (pen) or Delete (bin) icons at the top right of the box for the relevant preset.
- To Preview a preset with the transformations applied; click the open in tab icon (next to Delete). This will open a preview of the preset in a new tab on your browser.
Add a New Preset
The Add New Preset page is where you can create your presets. Once Single Presets has been selected as the Preset Type a number of new options will appear beneath. For Single Presets, Advanced options are always available by default.
If you only wish to choose from the Basic preset options, uncheck the Advanced toggle at the top right of the page. Basic options include: Preset Type, Preset Name, File Format, Compression Quality, Compression Type, Image Dimensions and Output Dimensions. You can read more about each of those below.
Single Presets only apply to one image, which will be the one you can see on the page as you create the preset. Note that only users with Admin permission on Resources will be able to Add or Edit a Preset.
The Preset options are split into specific sections: Preset, Properties and Dimensions.
In this section you can select the type of preset that will be created and add a preset name.
This field is mandatory and will determine the other options that will appear below. If you select Single, the Preset will only be available for that specific Resource and alternate transformation options will appear. If you select Global, your new Preset will be available for all Public Resources.
You can find out more about Global Presets here.
This field is mandatory and allows the user to add a custom name for the preset they're creating. The name has to be unique, ie it cannot already have been used for a Global Preset or for another Single Preset for the current image.
In Properties, you can choose the options which will affect the file format and quality of your image.
This will be the file format the image will be exported in. Depending on the options you choose, additional options may also be available as fields below. The options are JPEG, PNG and GIF. By default, the existing file type of your image will be selected (if it is one of those three options).
This will reduce the file size but will also affect the quality of the image. The options will vary from Low (10%) to Maximum (100%), the original file. Note that this field will only appear if the file type is JPEG.
The options here will depend on the file format selected. In general, the compression type can help to reduce the file size, but with various impacts on the quality. Note that this field will only appear if the file type is JPEG.
This will change the color space of the image. The options available are Original (Default), RGB, CMYK and Greyscale. Note that only greyscale will be applied to the Image Preview on the left. Other options will still be applied once the image has been publicly distributed.
If you wish to hide the Greyscale option from the dropdown menu so no users can select it, please contact your Customer Success Manager.
Interact with the buttons to flip the image either horizontally or vertically.
Flip your image in 90 degree increments using the buttons available in this field.
The fields here will determine the size (width and height in pixels) of your image when it is shared or downloaded.
Here you can set the width and height of the image, either by choosing your Original file's dimensions, a percentage of the Original's dimensions or a Custom Dimension.
Output Dimensions (w x h)
If you select Custom Dimension in the Image Dimensions field, you will be prompted to add Custom dimension values. These will be the dimensions (in pixels) that you need the image to be. For example, certain Social Media Channels have set requirements for the width or height of their banners. This option can ensure your image will meet those requirements.
Output Dimensions - Resize option
This option is available by default when Custom is selected in the Image Dimensions field and can also be chosen by selecting the Resize icon(pictured below) when you're in the Crop mode.
With this option, you can only alter the dimensions of 1 value, ie. width or height. To switch between the two (ie fill out the height instead of the width), click the arrows icon to the right of 'pixels'. As only 1 field can be filled out, the other value will automatically update to maintain the aspect ratio of the image; ensuring the image will not be distorted.
Output Dimensions - Crop option
If you need to enter specific values for both the width and height, click the Crop icon to enable both fields. Additional settings will then appear beneath this field with additional options and you will be able to manually update some values on the Image Preview. You can see an example of this below.
Next to the Crop / Resize icon, is an option that allows you to select a specific Aspect Ratio that will be applied to your output dimensions.
Once you've selected an option from the dropdown menu, this ratio will be applied as you update the dimensions on the image preview (as demonstrated below). The dimensions will automatically update according to the Aspect Ratio option selected once you 'drop' the file. You can also maintain this size by holding down the SHIFT key on your keyboard. Switch back to Free to remove this option.
The options available are: Free (default), 1:1, 2:3, 4:3, 16:9
Auto-Resize Original to Closest Match
If Crop is enabled for the Output Dimensions field (allowing you to customize both the width and height), this setting will appear. When enabled, this toggle setting will automatically resize the original image dimensions to most closely match the output dimensions you have entered, whilst ensuring the image is not distorted.
Pre-Crop Output Dimensions
If Auto-Resize Original to Closest Match is disabled, the user will be able to add in Pre-Crop Dimensions. This will define the new size of the Original Image that the Output Dimensions will subsequently be applied to. The Dimensions entered will always maintain aspect ratio, so the image will not be distorted.
If the requested output is larger than the original file dimensions and there is a fill area, you can choose the Type of Fill that will be applied. This can either be Transparent (PNG files only), or a Solid Color. If the File Format selected does not support Transparency, then this will default to white.
If you select Solid Color in the field above, the Fill Color field will appear, allowing you to select which color will fill the background via the picker pictured below.
Image Preview Area
Once Advanced Presets is enabled and Crop is enabled in Custom Dimensions, the preview of the image available (on the left of the page) when Adding or Editing a Preset will update. This will allow the user to drag and manipulate the image on the preview, providing a better indication of what the output will be. Note that this is only a Preview.
The user will also be able to see a smaller, zoomed preview of the output. This is useful if the Output and Pre-Crop Dimensions are quite small. This smaller preview will not include Fill Color if applicable.
The transformation options visible on the Image Preview Area include:
Custom Dimensions - Image Preview
To update the Output Dimensions, simply click and drag from any corner or side of the highlighted border that will appear around the image (as demonstrated below). As this occurs, the Output Dimensions field on the right and below the Preview will also update with the new dimension values.
Pre-Crop Output Dimensions - Image Preview
To alter the Pre-Crop Dimensions, the slider beneath the Image Preview will allow you to drag, decreasing the dimensions of the original image.
This is useful if you need a smaller version of the original image, but don't wish to crop it, or if you need a border around the edge.
As with the form options, this will maintain aspect ratio so the image is not distorted and other values will update as you drag or change the slider position. Like with the Output Dimensions, this will automatically update the values on the form. You can see how this works below.
To change the position of the output, ie the portion of the image that will be shared or downloaded, drag the highlighted area on the Image Preview. You can do this by clicking anywhere within the highlight area and dragging the box to the new location.
This allows you to select a specific area of the image that needs to be included in the Share / Embed action. You can view how this works below.
Loading an Existing Preset
When creating a new Preset, this dropdown will enable you to select an existing Preset, loading all those options immediately on your form and allowing for minor changes to be made.
Saving your Preset
To save your preset, click the Save Preset button at the bottom right of the Add Presets page (as highlighted below). If any mandatory fields have been missed, error messages will appear on those fields.
If you don't wish to Add a Preset, you can click the Cancel button on the bottom left of the page.
To clear all options back to the Original settings, click the Revert icon at the top right of the page.
Editing your Preset
To Edit your Preset, click the Edit icon on the Presets List page. You will then see the preset details load and will be able to change the fields required.
Please note that the 'Resources' terminology referenced above may appear differently in your platform as these are customisable terms. You can view alternative options here.