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
2.2 Company Tasks
Company related tasks are typically performed by Production Managers and Company Managers. This chapter
describes common tasks in the Company section of PrintShop Mail Web.
2.2.1 Add companies
To add a new company in PrintShop Mail Web:
1. Click Companies in the Menu bar. The Companies overview page is shown.
2. Click Add. The following dialogappears:
Enter company name to create a new company
3. Enter the Company name.
4. Click Save to create the new company. You have now added a company, which is added directly to the
Companies overview.
Notes:
• Newly created companies are initially disabled and must be enabled once user accounts and publication
types are added. Users belonging to a disabled company will not be able to access the items in the Menu
bar. A company can be enabled via the summary abd/or properties page of that company. Typically
Administrators, Production Managers and Designers can test the templates of these disabled companies
via the New Document section.
• About Company Type:
▪ The Company Type can be set to Public to enable B2C (Business to Customer), so that visitors
(i.e. non logged-in users) are able to view the company's enabled publication types and
documents without logging in to PrintShop Mail Web, and add items to their shopping cart. Visitors
of a public company will nevertheless have to create an account in order to proceed to checkout.
▪ Companies of type Private can only be accessed by users who have been either created within the
company or assigned to it. This is for regular B2B (Business to Business) transactions.
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