1. New User Orientation Seth Enos Client Services

2. Reed Phillips Materials for this session are available at: http://www.d-tools.us/showthread.php?t=1497

3. Reed Phillips Put Phones on Mute – NOT on hold Hold questions until end or asked Let me know if you have trouble seeing or hearing Collapse the GTM interface

4. Reed Phillips Welcome  Design  Propose  Close…Repeat

5. Reed Phillips Versions Professional – All of the other version functions plus the ability to customize reports. Professional also includes LANSync and a Business Manager license. Standard – Text functionality plus full drawing capabilities Text – Proposals. No drawing capabilities Product Comparison Chart: http://www.d-tools.com/site/downloads/Product&Product0906.pdf http://www.d-tools.com/site/downloads/Product&Product0906.pdf SI 5 Trial Version is a fully functional seat of Standard and it is a Stand-Alone install (rather than a server based install) http://www.dtools.com/SI5/Registration/TrialSoftwareRegistration/Default.aspx?prod=SI5Trial&referer=dtools_website_homepage

6. Reed Phillips 3 rd Party Software In order to take advantage of the drawing functionality of SI 5, you will need to have Microsoft Visio and/or AutoCAD loaded on your machine Version compatibility: Visio – 2003 and 2007 AutoCAD – Full version 2006 or 2007 These installs are NOT included with the Trial download of SI 5 Downloadable trial of Visio 2007 can be found here: http://us20.trymicrosoftoffice.com/product.aspx?re_ms=oo&family=visioprofessional&culture=en-US

7. Reed Phillips Installing Trial  Before installing SI 5, please download and read the Start Here doc and the SI 5 Installation and Administration Guide: http://downloads.d-tools.com/si5/documents/training/Start_Here.pdf http://downloads.d-tools.com/si5/documents/training/SI_5_Installation_and_Administration_Guide.pdf  Skip any section that involves “installing the server components”. The sections that apply to Trial are the “desktop components”

8. Reed Phillips User’s Guide The functionality of SI 5 is detailed in the SI 5 User Guide: http://downloads.d-tools.com/si5/documents/training/SI_5_User_Guide.pdf We strongly encourage that you read the Pre-implementation section of this guide Help Videos are embedded in the doc anywhere you see a A full listing of available videos is here: http://downloads.d-tools.com/si5/documents/training/SI_5_Help_Videos.pdf

9. Reed Phillips Forum The D-Tools Forum is an excellent resource for any additional questions or issues that you may have: http://www.d-tools.us/ There is a special location for support for Trial Users

10. Reed Phillips Tutorial The SI 5 Tutorial is intended to give you a basic understanding of the flow of a project from start to finish. The document is available here: http://downloads.d-tools.com/si5/documents/training/SI_5_Tutorial.pdf The project file for the Tutorial is available here: http://www.d-tools.com/site/downloads/Projects.zip Use the “Import a project” function to access the file

11. Reed Phillips Training DTU – regional training held yearly, two tracks: Beginner and Advanced, three day event MIT (Media Interactive Training) – web-based, one to many scenario, yearly subscription Personal Web Series – web-based, one to one scenario, block of time Onsite