7.1
Table Of Contents
- Introduction
- How to
- Common Tasks
- Company Tasks
- Publication Type and Document Tasks
- Add publication types
- Modify the publication type properties
- Delete a publication type folder
- Adding documents to a publication type
- Delete documents from a publication type
- Edit document properties
- Manage production settings
- Output options
- Manage linked files
- Setting up web forms
- Define file upload settings
- Setting up pricing
- Image Collection Tasks
- Order Manager Tasks
- Ordering workflow
- Settings
- General Settings
- Pricing and Ordering
- Production
- Modules
- Enabling B2C (Business to Customer)
- Introduction to Regular Expressions
1.4 Quick start guide
Perform the following steps to set up PrintShop Mail Web:
1. After login as administrator click Settings in the Menu bar and register your version of PrintShop Mail
Web. For more information see Settings.
2. Add a company to the system. For more information see Add companies.
3. Add departments to a company if necessary. For more information see Add departments.
4. Add users to a company and assign them to a department. For more information see Add users and
Assign users to a department.
5. Add publication types and assign them to a company and/or department. For more information see Add
publication types and Assign a publication type to a department.
6. Define user roles within your own company (Designer, Production Manager and Operator) and assign
these roles to the companies you have defined. For more information see Add users.
7. The Designer can now publish documents to PrintShop Mail Web and assign them to the companies and
the publication types folder that are in the system already. For more information see the PrintShop Mail
guide.
8. Edit the documents-web form: define pricing details, add a volume discount table and enable the
document for the users. For more information see Setting up Web Forms.
9. Setup e-mail messaging to communicate with your customers. For more information see Settings.
10. Enable the company, publication type(s) and documents.
Your system is now ready for your customers to use. There are many other settings that can be modified.
Please see the other chapters in this manual for the possibilities.
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