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New User Orientation Seth Enos Client Services. Reed Phillips Materials for this session are available at:

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Presentation on theme: "New User Orientation Seth Enos Client Services. Reed Phillips Materials for this session are available at:"— Presentation transcript:

1 New User Orientation Seth Enos Client Services

2 Reed Phillips Materials for this session are available at:

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: SI 5 Trial Version is a fully functional seat of Standard and it is a Stand-Alone install (rather than a server based install)

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:

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:  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: 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:

9 Reed Phillips Forum The D-Tools Forum is an excellent resource for any additional questions or issues that you may have: 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: The project file for the Tutorial is available here: 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


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