Step 1: Log in to your IDMS account and click “Edit” for the card template you’d like to add card fields to.
Step 2: Once on the Card Template Builder page, click on the “Fields” tab at the top of the page.
Step 3: On this page, you can add card fields to all sides of the card: the “Front,” “Secondary,” “Media,” and “Back.”
Step 4: When you click on the “Front” tab, you can add card fields to the front of your card that will be displayed below the cardholder’s name. The card template builder provides a “Name” field by default, but you first need to select the data source for this field. The “Data Source” allows you to choose where you want the data from this field to be coming from.
Step 5: Then, you have the ability to add up to three more card fields on the front of the card. To change the number of card fields, click “Total Fields” and select the number of fields you’d like to add.
Step 6: For each card field, you need to enter the “Label,” select the “Data Type,” and choose the “Data Source.” The “Label” is the name of the field shown above the value of the field, for example, Label: Major, Value: Psychology. The “Data Type” corresponds to the keyboard that will show in the app. Based on what data type you choose, the app will present users with either an alphanumeric, numeric, or date selector keyboard. Lastly, the “Data Source” allows you to choose where you want the data from this field to be coming from.
Step 7: If you’d like to add more card fields, you can use the “Secondary” and “Back” of the card as well. To do so, click on “Secondary” tab, choose the number of fields you’d like to add to this side of the card, select the data type, and choose the data source.
Step 8: To add card fields to the back of the card, click on “Back,” choose the number of fields you’d like to add to this side of the card, select the data type, and choose the data source.
Step 9: Additionally, you have the option to upload media files to the ID cards. This can be done by enabling the “Add Media” feature under the “Media” tab. Once this feature is enabled, select the “Media Source.” If you’d like the same media files on all the ID cards, select the “Card Template” option and upload the media files from there. If you’d like different media files on each or some of the ID cards, select the “Card Data” option and go to the Card Data page to upload your files one by one.
Step 10: After adding your card fields, click “Save.”