7.1

1 Introduction ..................................................................................................................................................................................................... 1
1.1 Benefits for you and your customers ................................................................................................................................................................... 2
1.1.1 Serve your customers ............................................................................................................................................................................... 2
1.1.2 Benefits ................................................................................................................................................................................................... 2
1.2 Features............................................................................................................................................................................................................ 3
1.3 Key Concepts..................................................................................................................................................................................................... 4
1.3.1 Workflow ................................................................................................................................................................................................. 4
1.3.2 User roles ................................................................................................................................................................................................ 5
1.3.3 Companies and Departments..................................................................................................................................................................... 7
1.3.4 Publication types ...................................................................................................................................................................................... 7
1.3.5 Web forms ............................................................................................................................................................................................... 8
1.3.6 Skins ....................................................................................................................................................................................................... 9
1.3.7 Order statuses.......................................................................................................................................................................................... 9
1.4 Quick start guide ............................................................................................................................................................................................. 10
2 How to ............................................................................................................................................................................................................ 11
2.1 Common Tasks ................................................................................................................................................................................................ 12
2.1.1 Remember me ....................................................................................................................................................................................... 12
2.1.2 Lost password ........................................................................................................................................................................................ 12
2.1.3 Modify user info ..................................................................................................................................................................................... 13
2.1.4 Set New Password .................................................................................................................................................................................. 14
2.1.5 Change the language of the web site ....................................................................................................................................................... 14
2.2 Company Tasks ............................................................................................................................................................................................... 16
2.2.1 Add companies....................................................................................................................................................................................... 16
2.2.2 Modify properties.................................................................................................................................................................................... 17
2.2.3 Add or modify address ............................................................................................................................................................................ 18
2.2.4 Add departments.................................................................................................................................................................................... 19
2.2.5 Add users .............................................................................................................................................................................................. 19
2.2.6 Modify user info ..................................................................................................................................................................................... 20
2.2.7 Assign users to a department .................................................................................................................................................................. 21
2.2.8 Assign a publication type to a department ................................................................................................................................................ 22
2.2.9 Change web design settings .................................................................................................................................................................... 24
2.2.10 Modify Pricing and Ordering parameters ................................................................................................................................................. 25
2.2.11 Delete company.................................................................................................................................................................................... 26
2.3 Publication Type and Document Tasks............................................................................................................................................................... 27
2.3.1 Add publication types.............................................................................................................................................................................. 27
2.3.2 Modify the publication type properties...................................................................................................................................................... 28
2.3.3 Delete a publication type folder ............................................................................................................................................................... 29
2.3.4 Adding documents to a publication type ................................................................................................................................................... 29
2.3.5 Delete documents from a publication type ................................................................................................................................................ 31
2.3.6 Edit document properties ........................................................................................................................................................................ 32
2.3.7 Manage production settings..................................................................................................................................................................... 33
2.3.8 Output options ....................................................................................................................................................................................... 34
2.3.9 Manage linked files ................................................................................................................................................................................. 37
2.3.10 Setting up web forms............................................................................................................................................................................ 38
2.3.11 Define file upload settings ..................................................................................................................................................................... 47
2.3.12 Setting up pricing ................................................................................................................................................................................. 48
2.4 Image Collection Tasks..................................................................................................................................................................................... 52
2.4.1 Create an image collection ...................................................................................................................................................................... 52
2.4.2 Add images to a collection....................................................................................................................................................................... 53
2.4.3 Delete image from a collaction ................................................................................................................................................................ 54
2.5 Order Manager Tasks ....................................................................................................................................................................................... 55
2.5.1 Select an order status overview ............................................................................................................................................................... 55
2.5.2 Change the status of an order ................................................................................................................................................................. 56
2.5.3 Add a price to a quote request ................................................................................................................................................................ 58
2.5.4 Export order data ................................................................................................................................................................................... 59
2.5.5 Print a document .................................................................................................................................................................................... 60
2.5.6 Print to file ............................................................................................................................................................................................. 63
2.5.7 Create PDF output .................................................................................................................................................................................. 65
2.5.8 Send to folder ........................................................................................................................................................................................ 67
2.5.9 Preflight a PrintShop Mail document......................................................................................................................................................... 69
2.5.10 Send a document to PlanetPres Watch ................................................................................................................................................... 70
2.5.11 Context menus ..................................................................................................................................................................................... 71
Table of contents
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