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Upload Images of your client's space
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

Overview

In this article, you will learn the 2 ways of uploading images of your client’s space. We also cover the process of how to use these uploaded images.

Method 1: Questionnaire

In this section, you will learn how to add images of your client’s space through the Questionnaire. You can do this method during the initial project creation or simply by updating the questionnaire.

This method also provides options to include measurements of door opening dimensions and multiple wall dimensions if applicable to a project.

 1. On the Menu, click Projects and select the project that you want to update the questionnaire from.

 2. Click QUESTIONNAIRE to open the Project Details window.

 3. Click the Update Questionnaire button. You will be directed to the Questionnaire page.

 4. Scroll down to Section 12 or the Provide measurements & photos of their space section and click Add measurements / photos.

 5. More options and fields will be enabled. You can specify all the information to be more comprehensive about your client’s space.

 6. In the Enter Wall A dimensions panel, enter the Width and Height in the appropriate fields to specify the measurement.
 7. Click the Upload Wall Image button to upload the client’s space.

 8. The File Location (Open) window will appear. Find and select the file that you want to upload. After selecting the file, click Open.
 9. You can opt to update other details or scroll down at the bottom of the page and click Update Questionnaire to save the changes.

Method 2: Moodboard / Roomboard Editor

In this section, you will learn how to upload images of your client’s space within the Moodboard / Roomboard Editor. You can use this method without having to update the Questionnaire and going through the steps of the first method.

 1. On the Menu, click Projects and select the project where you want to add the image of your client’s space.

 2. In the DESIGN BOARDS tab, select an existing design or create a new one to access the Editor.

 3. In the Product, Paint & More Panels, click the My Library tab.

 4. In the My Library tab, find and click the Project Items option. Ensure to select this option before uploading the image.

 5. After selecting the Project Items option, click the Upload button. This opens a dialog box where you can drag & drop images or select files from your computer.

 6. In this example, we are using the select files from your computer link to search and select the floor plan. The File Location (Open) window will appear. Find and select the file that you want to upload.

 7. After selecting the file, click Open. The selected image will appear in the dialog box, click I’m done to proceed.

 8. The Edit Product Details window will appear. Since this is an image of your client’s space, you do not need to fill out all the fields. You can just add a label in the Product name field and just enter a recognizable label.

 9. Click Save to add the image to the My Library. The uploaded image should appear in the My Library tab. You can click on the Refresh icon if you cannot find the image.

Using the Uploaded Images of your client’s space

In this section, you will learn how to use the uploaded images of your client’s space.

 1. On the Menu, click Projects and select the project that you want to work on.

 2. In the DESIGN BOARDS tab, select an existing design or create a new one to access the Editor.

 3. In the Product, Paint & More Panels, click the My Library tab.

 4. In the My Library tab, find and click the Project Items option. This contains items that are related to your project.

 5. Find the image, drag and drop it into the Design Canvas.

 6. If a portion of the background is missing or distorted, click the Remove Background option under the Editing Toolbar. Ensure that the image is selected before clicking the option.

 7. The Remove Background window will appear. Find the Color range option and move the Toggle all the way to the left. Ensure that the value is 0.

 8. Click Save to update the image. You can now start adding products to your design.

For more information on how to upload images of your client's space, watch this video:

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