2 WebCRDThis presentation will provide a tutorial on the following features and areas in WebCRD:Login PageHomeMy ProfileTo Print A FileCartTo Place a Form OrderPopular Form Order shortcutsAdding multiple recipientsMy OrdersManage FilesContacts
3 WebCRDLogin PageWebCRD has been redesigned. As you will see by the login page there is a whole new look. Useful information is also posted here.If you’re familiar with WebCRD, you can click on the Quick Start Guide to see what has changedTo learn what WebCRD is and how to gain access, click on Getting Started With WebCRDThe login page also contains a Data Security link to submit an access request to receive your User ID and Password.When ready to login the domain should be set to Standard Account, then simply enter your ID and Password
4 WebCRDHomeHome is the starting point for all activity in WebCRD. Here you can click any of the following:My Profile – to update your user informationHelp – to open a web help sessionMy Orders – to see your order historyManage Files – to manage the PDF’s you have uploadedContacts – to manage your contactsCart – contains all items added until order is placed or new cart is startedTo Print A File – browse and upload PDF’s to be printed from your PCTo Place a Form Order – click the go button to browse the catalog of items availablePopular Form Order Shortcuts – click any link to navigate directly to that group of items
5 WebCRDHomeBANNERYou can click on Home or the banner to return here from any screen in WebCRD
6 WebCRDMy ProfileClick My Profile to update your default information when placing orders.You can set default print options in My Profile to simplify the order process when submitting print orders.NOTE: When logging in to WebCRD for the first time please update your profile.
7 WebCRD My Profile From My Profile – click the Modify button to update: My Contact InformationDefault Shipping InformationDefault Billing InformationNOTE: You will have the option to update all 3 with the same information from the modify screen
8 WebCRD My Profile Enter your information in the specified fields Select the appropriate radio button at the bottom of the screen and click saveWhen complete click on My Profile to return to previous screenNOTE: Add an address to receive updates when your order is complete
9 WebCRDMy ProfileFrom the My Profile page you can set default print options for orders submitted to print.Click on any of the tabs and make your selections.When done click the Save button.
10 WebCRD Cart WebCRD now uses a cart to manage orders Your Cart will indicate the number of items you have added from the Form Order catalog and uploaded from your PCClick on Cart at any time to review, update and place your orderNOTE: The addition of the Cart allows you to order from the Form Order catalog and upload files simultaneously
11 WebCRD Cart Only 1 Cart may be active at a time. If you wish to start a new cart:Click Cart and review items currently selectedAt the bottom of the screen choose 1 of 3 optionsStart a New CartContinue ShoppingPlace OrderIf Start a New Cart is selected choose the appropriate actionCancel – returns to your orderNo, Don’t Save – empties your cart and will show as Cancelled list in My OrdersYes, Save – will save this order and will show as Saved in My Orders which can be modified and placed when ready
12 WebCRDTo Print A FileIf you have a PDF file to submit to be printed you can click the browse button to navigate to your file
13 WebCRD To Print A File Click browse and navigate to your file Select the file and click the Open buttonThen click the Upload button
14 To Print A File – Multiple Files WebCRDTo Print A File – Multiple FilesIf you have multiple files click Multiple Files to upload all of you files at the same time.
15 To Print A File – Multiple Files WebCRDTo Print A File – Multiple FilesAt Upload Multiple Files screen:Click browse and navigate to your fileSelect the file and click the Open buttonEach file will be listed under Selected FilesRepeat the process until all files have been selectedWhen all files are selected click the Upload buttonNOTE: You can click the Delete button next to any file that is not needed
16 WebCRDTo Print A FileOnce the files are uploaded you will be at the order screenYou can name the order for ease of identification when viewing My OrdersNavigate through the tabs to make specifications for your documents to be producedEach tab has a special instruction field that can be used to enter informationOnce you have finished you can Continue Shopping or Place order
17 To Place a Form Order & Popular Form Order Shortcuts WebCRDTo Place a Form Order & Popular Form Order ShortcutsFrom the Home page you can navigate and select items from the Form Order catalogYou can click the Go button or select one of the Popular Form Order Shortcuts
18 To Place a Form Order & Popular Form Order Shortcuts WebCRDTo Place a Form Order & Popular Form Order ShortcutsWhen you click the Go button you will see the listings of the all the Workgroups that have items loaded to the catalog for ordering.Select the Workgroup you would like to order from to view the foldersYou can also search using the Form # or Item Field and then click Search
19 To Place a Form Order & Popular Form Order Shortcuts WebCRDTo Place a Form Order & Popular Form Order ShortcutsSelecting a Popular Form Order Shortcut will navigate directly to the folder listing for that WorkgroupSelect the desired folder to view the items available for ordering
20 To Place a Form Order & Popular Form Order Shortcuts WebCRDTo Place a Form Order & Popular Form Order ShortcutsThe Form Order catalog features thumbnail images for most items loaded.Click on the image to open a new window to preview the item.Enter the quantity you would like to order and click Add to Cart.The item will now display “In Cart” in place of the quantity field.The quantity can be updated if necessary when you click Cart to view your orderNOTE: The Form Order catalog now features bread crumbs, circled in blue, to easily navigate back to the folder and work group listings
21 Adding Multiple Recipients WebCRDAdding Multiple RecipientsWhen ready, click Cart to view selected items, add additional recipients if necessary and Place OrderYour order will populate with your default information. Your default can be removed once a second recipient has been added.To add additional recipients click either:My Contacts – select a contact you already have savedNew – enter new contact information and choose to use for this order only or use for this order and save as a contact
22 Adding Multiple Recipients WebCRDAdding Multiple RecipientsIf new is selected, enter the necessary information for the recipient.Select the appropriate button to use for this order and create a new contact in your Contacts listThen click the Save button
23 Adding Multiple Recipients WebCRDAdding Multiple RecipientsIf My Contacts was selected, click on the contact name in the list to add as a recipient.
24 Adding Multiple Recipients WebCRDAdding Multiple RecipientsYou can add as many contacts as necessary to your order by repeating the prior steps for New or My ContactsYou can remove recipients from the order by clicking on the trash can and answering to the prompt.All items in your order will be listed for each recipient. Specify the quantity of each item for each recipient.When ready, click Place Order, Continue Shopping or Start a New Cart if necessary
25 WebCRD My Orders Click My Orders to: View orders you have placed Reorder the same items or ship to the same recipientsModify a saved order
26 WebCRD My Orders You can View, Reorder, or Modify an order An order status of Saved has not been placed for production. You can click Modify to add or remove items and recipients. When ready Place Order.Clicking View will allow you to see what was ordered and recipients specified for the order.Clicking Reorder will create an order with the same items and recipients. You will need to specify quantities prior to clicking Place OrderNOTE: Your Cart must be empty before clicking Reorder
27 WebCRD My Orders The columns displayed can be used to sort your orders Order Name - displays the name you specified for your order, default is the Order Number followed by dateOrder Number – displays your order numberCreated – displays the date you started the orderSending to – displays the first 2 recipients and, if necessary, a note on the number of recipients not showingStatus – displays the current production status of your order
28 WebCRDManage FilesClick Manage Files to view and structure the storage of files you have uploaded to WebCRD
29 WebCRDManage FilesManage Files allows you to create folders to store your uploaded items in a manner that meets your needs.Default is a standard folder where all items will be stored unless otherwise specifiedTo add folders - Click Create Folder and enter the desired folder name and click createItems – indicates the number of files stored in the folderClick the folder name to view the contents
30 WebCRD Manage Files When viewing folder contents you can: Click the thumbnail image to open a new window to view a larger PDF fileClick the file name to review the specifications selected when the document was orderedClick the Folder drop down and select a different folder for this item to be stored in. Make your selection then click saveWhen finished, click on the desired location you would like to navigate to at the top of the screen
31 WebCRDContactsClick Contacts to view, modify and add
32 WebCRD Contacts When viewing Contacts you can: Click Modify to update a specific contact’s informationClick Delete to remove a contactClick Add Contact to create a new contact for future ordering needs
33 For additional information or to request training, please the Document Services Management mail group found in the Lotus Notes Corporate Address Book.Thank You