Session Agenda  What is WebCRD?  The four ways to place an order  Placing an order from an application  Uploading a document  Placing a Catalog order  Placing a Special Order  Viewing an order’s status  Managing your WebCRD Profile  Additional Help  Session Summary 10/12/

What is WebCRD? A web based software tool for submitting orders to the Print Shop  Secure  Easy  Complete 10/12/

Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/

1. Placing an Order from an Application (SurePDF) What is SurePDF?  A Print driver that allows you to convert a native file into a PDF format. Why Use SurePDF?  Creates an unchangeable document that embeds all fonts, graphics, and formatting  Streamlines the ordering process 10/12/

1. Placing an Order from an Application (SurePDF) 1.1 From a Windows application  Select File > Print  Select the WebCRD Printer  Click Print 10/12/

1. Placing an Order from an Application (SurePDF) 1.2 Click Accept 10/12/

1. Placing an Order from an Application (SurePDF) 1.3 Log into WebCRD  Select ‘Tacoma Account’ and enter User ID and Password  Click Login 10/12/

1. Placing an Order from an Application (SurePDF) 1.4 Document added to Cart 1.5 Choose either:  Continue Shopping – allows you to add additional items to the order  Checkout – Add the single item and takes you directly to the Cart 10/12/

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Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/

2. Uploading a File Allowed File Types:  PDF  PS  PGM  DOC, DOCX  XLS, XLSX  PPT  HTM 10/12/  GIF  PNG  JPEG  HTML

2. Uploading a File 2.1 Access WebCRD at: Select ‘Tacoma Account’ & enter your User ID and Password 2.3 Use Upload a File > Browse 10/12/

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Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/

3: Selecting From a Catalog What is a Catalog? A collection of print and/or non-print items that are made available to all WebCRD users or only to specific users. The available catalogs for our training are samples taken from the Arlington catalog 10/12/

3. Selecting From a Catalog 3.1 Use Search Catalog  Enter item/document name and click Go or  Click Advanced Search or  Click Go button 10/12/

3. Selecting From a Catalog 3.2 Enter quantity 3.3 Click Add to Cart 3.4 Click Cart link 10/12/

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Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/

4. Selecting From My Files What are My Files? A collection of your documents that you upload and configure for printing ahead of time. How to Set Up: Use Manage Files to:  Create Folders  Upload Files  Set Retention Time  Set Print Options 10/12/

4. Selecting From My Files 4.1 Use My Files  Enter item/document name and click Go or  Click Advanced Search or  Click Go button 10/12/

4. Selecting From a Catalog 4.2 Enter quantity 4.3 Click Add to Cart 4.4 Click Cart link 10/12/

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Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/

5. Placing Special Orders What are Special Orders? Orders where an electronic copy of the document is not uploaded to WebCRD. Common Special Orders:  Hardcopy documents  Files on CD or USB  Files that are not accepted for uploading 10/12/

5. Placing Special Orders 5.1 Use Special Orders > Go 10/12/

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Submitting Orders 10/12/  All items are placed in Cart  Set Print Options, Shipping, and Billing information

Submitting Orders 10/12/

Submitting Orders 10/12/

Submitting Orders 10/12/

Submitting Orders 10/12/

Submitting Orders 10/12/

Order Status and Re-Orders 10/12/  Click Orders link

Managing Your Profile 10/12/

Managing Your Profile 10/12/

Managing Your Profile 10/12/

Additional Resources 10/12/  Online Help

Additional Resources 10/12/  Getting Started Guide

Additional Resources 10/12/  Placing Orders Task Aid  Access at:  The Print Center  Access at: