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Slide#: 1© GPS Financial Services 2008-2009Revised 03/31/2009 cms 2 EM PDF Blaster ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 03/31/2009 cms 2 EM PDF Blaster ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain."— Presentation transcript:

1 Slide#: 1© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services Revised 03/31/2009 Product & Bundle Pricing >> Highest Product full price << Single Bundled  cms2AR FixCodesChg cms2AR FixMissingInfo $ 111$ 56  cms2AR AutoCreditHold$ 350$ 175  cms2AR AreaCodeFix or Add Fax #’s or Add SIC$ 350$ 175  cms2AR CopyCustomers-Prospects $ 350$ 175  cms2SH ShippingNotifications $ 155$ 74  cms2EX Excel$ 199$ 99  cms2EM $ 89$ 44  cms2AR IntegrityVer$ 350$ 175  cms2AR PhoneCheck/Fax$ 88$ 44  cms2AR PwrEntry$ 350$ 175  cms2UF LookupEnh+ or cms2UF UDF $100$ 50  cms2EM PDFblaster+Call $$$ A Little Advertising

3 Slide#: 3© GPS Financial Services Revised 03/31/ Product Info 2.Installation 3.Troubleshooting 4.Upgrades, Service Packs & Smart Patches 5.Technical Info 6.Future Plans 7.Ordering Info 8.Other Products 9.Enhanced Reports 10.Examples & FAQ’s 11.Tips & Tricks Sections to this presentation

4 Slide#: 4© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

5 Slide#: 5© GPS Financial Services Revised 03/31/2009  Added Functionality  Improved User friendliness  ing Ability  Credit and collection tools  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes cms 2 EM PDF Blaster ™ Product Info

6 Slide#: 6© GPS Financial Services Revised 03/31/2009 What it is Turn your tedious $3/document process into an automated, two-click, pennies-per-document job! When you print your critical accounting documents to the PDFBlaster printer driver (just like any other Windows printer), PDFBlaster automatically creates individual PDF files, pre-addresses them with the recipient data stored in your accounting system, and then delivers the documents as either an ACTIONdocs or Internet Fax - without ever going to your hard copy printer or fax machine! With a few mouse clicks, you can digitally deliver virtually thousands of documents in minutes, not hours, without the high costs associated with hard-copy document processing, consumables and postage. cms 2 EM PDF Blaster ™ Product Info

7 Slide#: 7© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

8 Slide#: 8© GPS Financial Services Revised 03/31/2009 Why PDFBlaster?  Cost-effective. PDFBlaster can be thousands of dollars less than a typical dedicated fax server, fax board and software. As well, we've revolutionized the way accounting documents are sent via . See our ACTIONdocs site for more information.ACTIONdocs  Easy to install. PDFBlaster uses your existing internet connection - not modems, fax boards, dedicated servers and phone lines. In fact, no additional hardware, software or integration work is necessary. Just install, point to your accounting system, and start sending. cms 2 EM PDF Blaster ™ Product Info

9 Slide#: 9© GPS Financial Services Revised 03/31/2009  Responsive. PDFBlaster links to an international telecommunications network that is outfitted with thousands of available send lines at your disposal. Thus, processing hundreds of outbound faxes with PDFBlaster takes minutes -- not hours -with each of your customers and suppliers receiving their faxes almost immediately, regardless of where their fax job is in the batch queue. And, better yet, you're free to get back to more important things - like growing your business.  Smart. PDFBlaster utilizes our own SmartFind™ technology to handle the arduous task of pre-addressing each accounting document for you. No more typing names, addresses or fax numbers! cms 2 EM PDF Blaster ™ Product Info

10 Slide#: 10© GPS Financial Services Revised 03/31/2009  Convenient. Digital delivery of your mission critical accounting documents is as easy as printing to the PDFBlaster printer. PDFBlaster supports individual, auto and batch-mode printing of AR invoices, AR credit memos, AR customer statements, OE orders, OE Acknowledgements, OE bids and quotes, OE pick tickets, PO purchase orders and more. If your users know how to print these documents to a regular hard copy printer, then they already know how to use PDFBlaster.  Friendly. PDFBlaster is completely standalone software that does not require any code changes or specific accounting system versions in order to work with your current accounting package. If you have modified or customized your current system, PDFBlaster will not interfere with your modification investment in any way. cms 2 EM PDF Blaster ™ Product Info

11 Slide#: 11© GPS Financial Services Revised 03/31/2009  Immediate payback: With no up front additional hardware, software or integration costs, you can start saving money with PDFBlaster in 15 minutes.  Reduce collections days: Companies often pay only when they repeatedly receive statements or reminder letters. By using PDFBlaster, statements, reminder letters and invoice reprints can be faxed or ed to some or all of your customers in seconds.  Reduce paper costs: Faxing and ing documents using PDFBlaster eliminates the need to print documents onto expensive pre-printed forms. You'll also save on costly consumables such as toner and color printer ink. cms 2 EM PDF Blaster ™ Product Info

12 Slide#: 12© GPS Financial Services Revised 03/31/2009  Reduce handling and postage costs: Printing, handling and applying postage to documents such as Invoices, statements, purchase orders etc. can cost as much as $3 each when you factor in the postage, stationary and labor costs. It only costs 10 cents per page to fax with PDFBlaster. Sending documents via ACTIONdocs with notification is included FREE as part of the yearly support and maintenance charge (see pricing page for details).pricing  Increase sales: Easily fax or quotations, pro-forma invoices and acknowledgements to customers when they're most likely to buy from you! cms 2 EM PDF Blaster ™ Product Info

13 Slide#: 13© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

14 Slide#: 14© GPS Financial Services Revised 03/31/2009 Finally! Integrated Batch Document Delivery From Your Accounting System! Users simply print accounting documents and forms to the PDFBlaster printer -- just like a typical hard copy printer. PDFBlaster automatically determines the document type and intended recipient and retrieves the essential delivery data from the linked accounting system database on the fly. Accounting documents are sent out for delivery as an Internet fax or in seconds, not minutes. The entire process is automatic, so whether you're sending a single invoice or hundreds of purchase orders, PDFBlaster does the work of addressing and transmitting each document to the correct recipient so you don't have to cms 2 EM PDF Blaster ™ Product Info

15 Slide#: 15© GPS Financial Services Revised 03/31/2009 ing Revolutionized with ACTIONdocs  Finally! Secure, reliable, trackable from accounting. How do you send hundreds of invoices by without manually sending each one?  How do you know your document didn't get deleted by your customer's spam filter? How do you know your customer read your invoice? How can you keep track of s that were not received, or were not read over hundreds- maybe thousands- of recipients? cms 2 EM PDF Blaster ™ Product Info

16 Slide#: 16© GPS Financial Services Revised 03/31/2009 Secure, reliable, and trackable: make your accountable  Gone are the days of stuffing invoices into envelopes, stamping, and dropping in the mail. Your customers and vendors want their accounting documents quickly and electronically.  Certainly the benefits to you are obvious: less cost of delivery, less time spent printing and mailing, and of course- faster payment. However, relying on presents a host of hidden problems. cms 2 EM PDF Blaster ™ Product Info

17 Slide#: 17© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

18 Slide#: 18© GPS Financial Services Revised 03/31/2009 Pricing for 1 users/25 s & 25 faxes  PDFBlaster with ACTIONdocs Quotation Single-user licenses: sub-total:$99.00 Support fee:$19.80 Grand Total:$ We recommend that you purchase a month's worth of fax and ACTIONdocs credits to start with. The totals will be: 25 faxed pages: $2.50 & 25 ACTIONdocs documents: $1.25 cms 2 EM PDF Blaster ™ Product Info

19 Slide#: 19© GPS Financial Services Revised 03/31/2009 PDF Blaster Lite is free cms 2 EM PDF Blaster ™ Product Info

20 Slide#: 20© GPS Financial Services Revised 03/31/2009 Pricing for 5 users/25 s & 25 faxes  Pricing for 5 users/50 s & 50 faxes $ plus $69.80 Grand Total:$  We recommend that you purchase a month's worth of fax and ACTIONdocs credits to start with. The totals will be: 50 faxed pages: $5.00 & 50 ACTIONdocs documents: $2.50 cms 2 EM PDF Blaster ™ Product Info

21 Slide#: 21© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

22 Slide#: 22© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

23 Slide#: 23© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

24 Slide#: 24© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

25 Slide#: 25© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Product Info

26 Slide#: 26© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

27 Slide#: 27© GPS Financial Services Revised 03/31/2009 To accommodate the requests and needs of our customers, Cougar Mountain offers the ability to statements, invoices, and purchase orders. If you use Data Fabrication’s PDFBlaster, you can save time and money in printing costs by using instead. A basic version of the program is available free for download. This free version\ provides the ability to up to 30 documents during a rolling 30-day timer. You can download this add-on product through our website at: If you anticipate sending a higher volume of s, or would like additional functionality such as faxing, you can upgrade to the full version. See the last slide for ordering info. cms 2 EM PDF Blaster ™ Installation Instructions

28 Slide#: 28© GPS Financial Services Revised 03/31/2009 After installing Cougar Mountain Software 2009, when you print a document you will see one of the following two windows, if you are on an earlier version of Cougar, you will need to use Set Up Printer cms 2 EM PDF Blaster ™ Installation Instructions

29 Slide#: 29© GPS Financial Services Revised 03/31/2009 After installing Cougar Mountain Software 2009, when you print a document you will see one of the following two windows, if you are on an earlier version of Cougar, you will need to use Set Up Printer cms 2 EM PDF Blaster ™ Installation Instructions

30 Slide#: 30© GPS Financial Services Revised 03/31/2009  Select the Get PDFBlaster button to take you to the following website to install your free version of PDFBlaster Lite. If you don’t see the button and you have the Print to PDFBlaster option then you already have PDFBlaster Lite installed: Activation Code: PDFBLASTER4CMS  Make note of the Activation Code since you’ll need to enter it to activate the product and then select the Begin Download button to start your install. cms 2 EM PDF Blaster ™ Installation Instructions

31 Slide#: 31© GPS Financial Services Revised 03/31/2009  You will be presented with the screen shown in next figure. Click Next to continue. cms 2 EM PDF Blaster ™ Installation Instructions

32 Slide#: 32© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

33 Slide#: 33© GPS Financial Services Revised 03/31/2009  When asked, Click the "I accept the terms in the License Agreement" option.  Then, Click Next to continue.  Click Next again to continue.  Finally, Click the Install button to begin the installation.  Then, Choose the folder location where you want PDFBlaster to be installed. The default, which is suggested for most users, is: C:\Program Files\DataFab\PDFBlaster

34 Slide#: 34© GPS Financial Services Revised 03/31/2009  If you don't need to reboot, you'll have the option to launch PDFBlaster by checking the appropriate check box or by clicking Start -> Programs -> PDFBlaster -> PDFBlaster Control Panel.  Once the PDFBlaster setup wizard has completed you may be prompted to reboot your computer in some cases. If this happens be sure to reboot your computer immediately to ensure that the PDFBlaster installation completes successfully. cms 2 EM PDF Blaster ™ Installation Instructions

35 Slide#: 35© GPS Financial Services Revised 03/31/2009 Click Finish to complete the installation. cms 2 EM PDF Blaster ™ Installation Instructions

36 Slide#: 36© GPS Financial Services Revised 03/31/2009  When PDFBlaster starts up for the first time, it will ask you if you want to check for updates to this program. Click "No" for now.  The PDFBlaster Control Panel can be started from your Windows Start menu. Look for Start ->Program Files -> PDFBlaster -> PDFBlaster Control Panel and click on this link when you find it. cms 2 EM PDF Blaster ™ Installation Instructions

37 Slide#: 37© GPS Financial Services Revised 03/31/2009 NOTE: In the future, It's a good idea to click "Yes" to check for any updates. This way you can be sure you have the latest version of the PDFBlaster software. If you select "No", PDFBlaster will remind you every 30 days to check for updates. cms 2 EM PDF Blaster ™ Installation Instructions

38 Slide#: 38© GPS Financial Services Revised 03/31/2009  If this is the first time you are running the PDFBlaster Control Panel, you will asked to complete a quick 5 step setup wizard that will help you link PDFBlaster to your accounting system and activate your software.  The first step is to select your accounting system from the drop-down list.  Choose Cougar Mountain Software  Click the Next button cms 2 EM PDF Blaster ™ Installation Instructions

39 Slide#: 39© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

40 Slide#: 40© GPS Financial Services Revised 03/31/2009 You will only see the screen shown below if you have purchased the full version of PDFBlaster. PDFBlaster Lite users will not see this screen. cms 2 EM PDF Blaster ™ Installation Instructions

41 Slide#: 41© GPS Financial Services Revised 03/31/2009  The settings required in this step are similar to those used by your Cougar Mountain Software system. You will need to select a Cougar Mountain Software system directory, which may be located on your local computer or on a shared network drive.  If you don't know this information, please contact your network administrator for the necessary settings.  Click the Browse button, denoted by the three small periods, to continue. cms 2 EM PDF Blaster ™ Installation Instructions

42 Slide#: 42© GPS Financial Services Revised 03/31/2009  Browse to the correct Cougar Mountain System Folder and click OK. Next, PDFBlaster will automatically populate the Company ID dropdown with a list of available companies in your Cougar Mountain Accounting System.  If you don't know this information, please contact your network administrator for the necessary settings.  Select the appropriate company ID from the dropdown menu and click Next to continue. cms 2 EM PDF Blaster ™ Installation Instructions

43 Slide#: 43© GPS Financial Services Revised 03/31/2009  Click the Test Link button to test the link between PDFBlaster and your accounting system.  If the information you entered is correct you will see a "Connection Succeeded" result message like the one shown below. cms 2 EM PDF Blaster ™ Installation Instructions

44 Slide#: 44© GPS Financial Services Revised 03/31/2009  If the test link fails, most likely you have entered in incorrect accounting database information. Please contact your network administrator to obtain the correct settings.  Click the OK button to dismiss the Connection Succeeded dialog.  Click the Next button to continue. cms 2 EM PDF Blaster ™ Installation Instructions

45 Slide#: 45© GPS Financial Services Revised 03/31/2009  If your link to your accounting system was successful, your From Company name should be prefilled. You can override this value by typing in your Company name as you wish it be viewed when sending faxes and s through PDFBlaster.  Enter your From Name, which is typically your personal name. However, you may want to use a more generic from name such as "ABC Sales" if you want to not have your own name appear in faxes and PDF s.  Enter your from address, which is typically your own company address. Again, if you elect to use a more generic from name, you can change this from setting to match an alias that has been set up on your mail server, such as cms 2 EM PDF Blaster ™ Installation Instructions

46 Slide#: 46© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

47 Slide#: 47© GPS Financial Services Revised 03/31/2009  Click Next to continue.  After entering your activation code you will see a screen indicating that your activation code has been accepted by the system.  Then, Click the Finish button to exit the wizard.  Please enter the activation code provided to you from the download web site, or from your PDFBlaster reseller. Make sure you enter the number exactly as it is provided, including the dash. Activation Code: PDFBLASTER4CMS cms 2 EM PDF Blaster ™ Installation Instructions

48 Slide#: 48© GPS Financial Services Revised 03/31/2009 Activation Code: PDFBLASTER4CMS cms 2 EM PDF Blaster ™ Installation Instructions

49 Slide#: 49© GPS Financial Services Revised 03/31/2009 If your software activation attempt fails, it is most likely due to one of the following scenarios:  You entered an incorrect activation code.  You entered a valid activation code but are linking to an accounting system that is different than the one you signed up for.  You exceeded the allowable license count limit for your account. NOTE: Important Note about failed activation attempts: If you are not using the full version of PDFBlaster, you can only install PDFBlaster on a single workstation. If you have already purchased PDFBlaster, then you may have run out of available license activations, in which case you will need to purchase more license activations. cms 2 EM PDF Blaster ™ Installation Instructions

50 Slide#: 50© GPS Financial Services Revised 03/31/2009  Once your PDFBlaster Control Panel is linked to your accounting system and configured correctly, all you need to do is print your accounting documents (invoices, statements, purchase orders, etc.) from your accounting system and select the PDFBlaster printer as the selected printer. cms 2 EM PDF Blaster ™ Installation Instructions

51 Slide#: 51© GPS Financial Services Revised 03/31/2009 For example, suppose you want to send out your invoices Cougar Mountain’s Order Entry Module. Click the Orders menu and then select Print Invoices, as shown below. cms 2 EM PDF Blaster ™ Installation Instructions

52 Slide#: 52© GPS Financial Services Revised 03/31/2009  Choose from the various invoice filtering options in the next screen, such as Print Type, starting and ending Customer Number or starting and ending Invoice Number.  Select OK and you will see one of the following Print Options windows: cms 2 EM PDF Blaster ™ Installation Instructions

53 Slide#: 53© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

54 Slide#: 54© GPS Financial Services Revised 03/31/2009  To send your Invoices or other report or print job to PDFBlaster, select the Print to PDFBlaster check box or select the PDFBlaster option and click OK to start printing.  As your sales order jobs are received by the PDFBlaster Control Panel, PDFBlaster will automatically pre-address each sales order in your outbox for you. cms 2 EM PDF Blaster ™ Installation Instructions  If the control panel does not open automatically you may need to go to your Start > Programs to bring up the control panel.

55 Slide#: 55© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

56 Slide#: 56© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions  Highlight the first job and then click the Send button.  As your sales order jobs are received by the PDFBlaster Control Panel, PDFBlaster will automatically pre-address each sales order in your outbox for you.

57 Slide#: 57© GPS Financial Services Revised 03/31/2009  Since your send option was set to "send each print job individually" and "confirm each job" you will be presented with the SmartFind Results confirmation screen shown below. cms 2 EM PDF Blaster ™ Installation Instructions  You can select the Settings tab to change send the jobs automatically without confirming but the option to send print jobs automatically is only available in the full version.

58 Slide#: 58© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions

59 Slide#: 59© GPS Financial Services Revised 03/31/2009  At this point you can select the defaulted recipient and send rule settings, or overwrite them with your own, change the send rule for this job from the drop- down or edit the body of the message (which will appear in the or on the fax cover sheet).  Now all you have to do is click the Send button to deliver your print job.  After your print job is sent, and entry is added to the Send Log tab, which you can view, print to clear at any time. cms 2 EM PDF Blaster ™ Installation Instructions

60 Slide#: 60© GPS Financial Services Revised 03/31/2009  Send unlimited ACTIONdocs s or faxes with your paid account  Add multiple users and computers to your account  Combine all documents for each recipient into one PDF  Complete integration with Customer and Vendor files  Print and send all accounting system reports and forms  Print and send print jobs from any Windows application  Integration with Microsoft® Word and Outlook  Access to enhanced document security features  Send unlimited Fax/ Broadcasts  Access to advanced ACTIONdocs dashboard for online document management and reporting. Contact our sales hotline at us at Or click the [Purchase/Upgrade] tab on the main screen of your PDFBlaster Control Panel cms 2 EM PDF Blaster ™ Installation Instructions

61 Slide#: 61© GPS Financial Services Revised 03/31/2009 The following pages will give you some extra information about the PDFBlaster interface and some advanced options you have with the full version. cms 2 EM PDF Blaster ™ Installation Instructions These items are all optional, and you don't need to configure any of these things to start sending your first trial faxes and s.

62 Slide#: 62© GPS Financial Services Revised 03/31/2009  PDFBlaster uses an "outbox metaphor" to receive print jobs from the PDFBlaster printer. These jobs will show up in your outbox screen, shown below and identified by the outbox tab at the top. cms 2 EM PDF Blaster ™ Installation Instructions

63 Slide#: 63© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions Depending on your Send Rule settings, print jobs will either queue up in your outbox until you send them yourself or they will automatically be delivered as they are received.

64 Slide#: 64© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions The PDFBlaster Settings tab contains settings that control how you want to process print jobs in your outbox.

65 Slide#: 65© GPS Financial Services Revised 03/31/2009  The Global Send Rule defines your top-most preference for sending out print jobs, and these can be a combination of fax, and hard-copy printing. Depending on the recipient data of a particular job, different send methods may be used.  For example, suppose you have an invoice that will be sent to Acme Corporation and your global send rule is defined as "fax first otherwise ". The company data for Acme in your accounting system contains an address but no fax number.  When this job is sent through PDFBlaster, it will choose as the method of delivery because there is no fax number present. Had there been a fax number, then the delivery method would have been internet fax. cms 2 EM PDF Blaster ™ Installation Instructions

66 Slide#: 66© GPS Financial Services Revised 03/31/2009  The Send Settings section contains options that control how and when your print jobs are sent.  If you select "send automatically" then print jobs are sent as they are received in the outbox. You can send jobs individually by highlight the job in the outbox and clicking the Send button.  Lastly, you can configure PDFBlaster to send all print jobs in the outbox at a specific time each day.  For details on the other options contained on the Settings tab please visit our online help center at cms 2 EM PDF Blaster ™ Installation Instructions

67 Slide#: 67© GPS Financial Services Revised 03/31/2009  You can access the User Preferences screen by selecting Edit -> Preferences from the PDFBlaster main menu. Most of these options are self- explanatory but the most common preferences are:  Show Control Panel if outbox is not empty – selecting this option will cause the PDFBlaster control panel to pop up as the topmost window reminding you that there are unsent print jobs.  Preview PDF’s when confirming each job – selecting this option will display a PDF preview using Adobe Acrobat (which must be installed on your computer) when you attempt to send each job. This setting has no effect for auto-send or send at a specific time send modes. cms 2 EM PDF Blaster ™ Installation Instructions

68 Slide#: 68© GPS Financial Services Revised 03/31/2009  If you are not using the full version of PDFBlaster, certain user preference settings will be disabled. For more information about upgrading to the full version of PDFBlaster, click the Purchase/Upgrade tab. cms 2 EM PDF Blaster ™ Installation Instructions NOTE: Important Note Regarding User Preferences

69 Slide#: 69© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions Enable PDFBlaster Toolbar for Microsoft Word – enabling this feature will place a toolbar in MS Word so you can use your accounting system database as an address book for form letters and mail merges. This is much easier and faster than using the standard MS Word mail merge wizard.

70 Slide#: 70© GPS Financial Services Revised 03/31/2009  Preview PDFs – When Confirming Each Job – this option is checked by default. When you send a document from your outbox, if you have Adobe Acrobat installed, PDFBlaster will automatically generate a PDF rendering of the selected print job. After you use PDFBlaster for a while and get comfortable with it, feel free to turn off this setting. You can always preview a PDF by right clicking the print job in the outbox and selecting “Preview PDF”.  Clear Default Attachments – After Sending – if you routinely add default attachments to your outgoing send jobs (such as a disclaimer document or an Excel spreadsheet, checking this option will clear out attachments in between jobs so you can reselect different attachments for each send job. cms 2 EM PDF Blaster ™ Installation Instructions

71 Slide#: 71© GPS Financial Services Revised 03/31/2009  Override Outlook Security – For non-accounting documents, you can use your MS Outlook Contacts as an address book from within PDFBlaster. For faxing you do not need to worry about this setting, but for ing, Outlook restricts unattended access to your addresses unless you allow an override. Checking this option will cause PDFBlaster to attempt to read your Outlook addresses, and you will have to select “allow access” from the Outlook security pop-up dialog that will be displayed when PDFBlaster makes this attempt each time.  Disable Cover page selection – if you are an administrator on your computer, and your computer is also used by other non-administrators, you can check this option to restrict the non-administrator users from changing the cover page used by PDFBlaster. cms 2 EM PDF Blaster ™ Installation Instructions

72 Slide#: 72© GPS Financial Services Revised 03/31/2009  Allow Alternate Recipients for Accounting Jobs – By default PDFBlaster will retrieve the recipient information from your accounting system associated with a particular invoice or purchase order etc. If you occasionally want to send accounting documents to other recipients, say from your Outlook contacts address book, check this option. Then when you try to send an accounting document, PDFBlaster will still pre-populate the recipient information with the correct customer or vendor. At this point, click “Cancel” instead of sending. Then PDFBlaster will display your alternate address book screen so you can choose who you want to send the document to, other than the original customer or vendor. cms 2 EM PDF Blaster ™ Installation Instructions

73 Slide#: 73© GPS Financial Services Revised 03/31/2009  Fax all print jobs to a specific number – Check this option if you want ALL your fax jobs to go to a single fax number, regardless of what fax number is retrieved from your accounting system. This option is useful for satellite offices you may want to fax all entered orders or invoices back to the home office.  Disable INI file Access From Other Programs – Other programs may be written to link to PDFBlaster and control the PDFBlaster functionality through manipulation of the settings file (typically pdfblaster.ini). If you want to restrict this access by other programs, simply check this option.  Always Use IE to Launch URLs – PDFBlaster communicates with external web sites, such as the online help system, and the ACTIONdocs dashboard. If you experience problems accessing these sites and your default browser is not Internet Explorer, click this option to force PDFBlaster to use IE when accessing these web sites. cms 2 EM PDF Blaster ™ Installation Instructions

74 Slide#: 74© GPS Financial Services Revised 03/31/2009  CC me on all print jobs – selecting this option will cause PDFBlaster to send a CC PDF with attachment of every job you send, regardless of whether the job is a fax, or print job. CC's are sent to the PDFBlaster From address.  Error Logging – only check this option when instructed to do so by PDFBlaster Technical support. This option will generate debug text files that will be used by support when assisting with any problems with the software. Leaving this option checked in a non-support situation can lead to slowdown in performance so please only check this option when instructed to do so by PDFBlaster Technical Support.  Always start minimized – selecting this option will cause PDFBlaster to start in your system tray and out of the way until you double-click on it. Print jobs are still queued and/or processed if PDFBlaster is running in minimized mode. cms 2 EM PDF Blaster ™ Installation Instructions

75 Slide#: 75© GPS Financial Services Revised 03/31/2009  Disable Reseller Branding – By default there is a small banner located in the lower left hand corner of your PDFBlaster Control Panel. To hide this banner simply check this option.  Hard copy printing preferences – If you have a hard-copy printer defined as your default printer, you can configure PDFBlaster to print every print job regardless of the send rule. This option requires the Adobe Acrobat Reader to be installed on your computer.  Global Attachments – when selecting this option, the files you select as global attachments are appended to every print job you send, regardless of whether it is a fax, or print job. cms 2 EM PDF Blaster ™ Installation Instructions

76 Slide#: 76© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions If you are using the full version of PDFBlaster, you can optionally configure PDFBlaster to save archived copies of your sent accounting documents. All you need to do is select a local or network path to store your PDFs. By default your documents will be stored by CMS Company ID, then document type (i.e. INVOICES):

77 Slide#: 77© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Installation Instructions You can change this to behavior by clicking the “Group Archived PDFs by Customer or Vendor ID”, which will then cause PDFBlaster to store your documents by CMS Company ID, then Customer or Vendor ID:

78 Slide#: 78© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

79 Slide#: 79© GPS Financial Services Revised 03/31/2009 To Obtain Additional Technical Support Visit our online support site at Or us at To Purchase or Upgrade PDFBlaster If you are using the free PDFBlaster Lite software, consider upgrading your PDFBlaster software now and immediately enjoy these powerful benefits: cms 2 EM PDF Blaster ™ Troubleshooting

80 Slide#: 80© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

81 Slide#: 81© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Upgrades, Service Packs & Smart Patches  This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility  If a custom report was installed, it will need to be reloaded

82 Slide#: 82© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

83 Slide#: 83© GPS Financial Services Revised 03/31/2009 The pricing on future enhancements is not known at this time cms 2 EM PDF Blaster ™ by CMS to the MAX

84 Slide#: 84© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Future Plans  Pending

85 Slide#: 85© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

86 Slide#: 86© GPS Financial Services Revised 03/31/2009 How Can I Get the CMStotheMax ™ Products? You can get this product from your favorite Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax us at:

87 Slide#: 87© GPS Financial Services Revised 03/31/2009 CMS to the MAX & Cougar-Magic

88 Slide#: 88© GPS Financial Services Revised 03/31/2009  cms 2 EM ™  cms 2 EX Excel ™  cms 2 EM PDFblaster ™  cms 2 AR PowerEntry+ ™  cms 2 AR AutoCreditHold ™  cms 2 SY Lookup-Enh ™  cms 2 OE Collection-Notes ™  cms 2 AR PastDueNotices tm  cms 2 CM Collections ™  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 RAR AreaCodeFix ™  cms 2 OE Unpost ™  cms 2 R&R LearnCD tm  cms 2 SH UPS/Fedex/more ™  cms 2 SH ShippingAcknow ™  cms 2 CT ContactMgt ™  Cougar-Magic ™  cms 2 SY UDF ™ Top Sellers & New Products

89 Slide#: 89© GPS Financial Services Revised 03/31/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

90 Slide#: 90© GPS Financial Services Revised 03/31/2009

91 Slide#: 91© GPS Financial Services Revised 03/31/2009 Enhanced & Custom Reports Pricing Normal Enhanced Report  Single Normal Enhanced Report$ 55  All normal enhanced reports in a module$100  All normal enhanced reports, report tab only all modules$188  All normal enhanced reports for all modules$288 Premium Enhanced Reports  Comparative Sales & Profits (2 period or 3 periods)$110  Customers with no purchases in a date range$ 55  Past Due Invoices in a date range$110

92 Slide#: 92© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ by CMS to the MAX

93 Slide#: 93© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Examples  Pending

94 Slide#: 94© GPS Financial Services Revised 03/31/2009 cms2EM PDF Blaster ™ by CMS to the MAX

95 Slide#: 95© GPS Financial Services Revised 03/31/2009 cms 2 EM PDF Blaster ™ Tips & Tricks  Pending


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