Getting Started

[Pages:72]Getting

Started

WEBCRD USER GUIDE

Included within this document: ? What is WebCRD? . . . . . . . . . . . . . . . . p2 ? How to log into WebCRD . . . . . . . . . . . . . p3 ? New User Account Set Up . . . . . . . . . . . . p3 ? Password Reset . . . . . . . . . . . . . . . . . p4 ? Placing Orders . . . . . . . . . . . . . . . . . . p5 Home Page . . . . . . . . . . . . . . . . p5 Workgroups & Folders . . . . . . . . . . . p6 Adding Catalog Items . . . . . . . . . . . p9 Uploading Files . . . . . . . . . . . . . p12 ? Cart Page . . . . . . . . . . . . . . . . . . . p16 Overview . . . . . . . . . . . . . . . . p16 Preview / Change Options . . . . . . . . p17 Ship by Date & Ship-to Facility. . . . . . p21 Account Codes . . . . . . . . . . . . . p23 Place Order Button . . . . . . . . . . . p25 ? Meet the Team . . . . . . . . . . . . . . . . . p26 Overview . . . . . . . . . . . . . . . . p26 Turnaround Times . . . . . . . . . . . . p26 Capabilities & Media Types . . . . . . . p27 Artwork & File Prep Tips . . . . . . . . . p30 PDF Best Practices . . . . . . . . . . . p32 - PDF/X-1a:2001 & PDF Flattening

ASCENSION STL PRINT SERVICES RICOH USA, INC

314-372-0428 Phone 314-372-0427 Alt Phone

What is WebCRD?

WebCRD automates web ordering, fulfillment, job ticketing, production management and charge backs across corporate print centers.

The WebCRD interface features: ? Simple user sign-on with real-time authentication

? Intuitive file uploads for printing from MACs, PCs and mobile devices

? One-step catalog ordering of print on-demand documents, finished goods, non-print items, variable data templates, personalized sell sheets, postcards, business cards and more using corporate-approved templates

? Set print options with one click--includes paper, printing type and finishing

? Intelligent Document Setup automates document ticketing for users by making appropriate choices based on document attributes

? Job status available at any time via Web and email updates

? Improve customer satisfaction with interactive quoting, ticketing and on-screen document virtual preview (SurePreviewTM) prior to ordering

ASCENSION STL PRINT CENTER - WEBCRD PORTAL Below is an image of the Ascension STL Print Center WebCRD portal. Access the WebCRD portal by visiting:

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Log into WebCRD

User ID and password tips: ? User IDs and passwords are case-sensitive. ? You can change your password on your My Account page. ? If your password has expired, you'll be asked for a new password as soon as you log in. ? Your password can also be reset by your WebCRD System Administrator. ? Do not use a password that you also use to protect personal, confidential information.

Logging in and out of WebCRD:

? Navigate to a web browser

(Example: Internet Explore , Mozilla Firefox , Safari , Google Chrome ).

? Access the WebCRD portal by visiting:

(image of the Ascension WebCRD portal is below)

? New to WebCRD? Please contact the Ascension Print Services liaison, Meredith Puccio at meredith.puccio@ or 205-558-3635 for a WebCRD account set up. Additonal information may be needed. Please allow threefive business days for a new account set up. After account activation, an inital Password Reset will be required before inital log in. You may reset your password by clicking the "Forgot your password?" link and follow the promps.

? Already have a WebCRD account? Enter your user ID and password into the Log In fields, then click the Log In button. You will be redirected to the WebCRD home page.

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Password Reset

Initial Password Reset for initial log in: After account activation,

an initial Password Reset will be required before initial log in. You may reset your password by clicking the "Forgot your password?" link and follow the prompt.

Password Reset after logged into system: ? After logging in for the fist time, you will be redirected to the WebCRD home page. ? Click on My Account in the upper right corner of the page.

? You will be redirected to the My Account page. ? Click on Change Password in My Contact Information section of the page.

? A window will open to reset your new password. Please refer to the User ID and Password Tips on page 3 for password guidelines.

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Placing Orders

Placing orders using the Ordering Home Page:

? The Ordering Home Page is displayed when you first log in to WebCRD. This page is where you'll start when you want to add items to your Cart.

? Three ordering options available are: Order Catalog Item, Upload a File and Reorder Uploaded Files

? Order Catalog Items and/or Reorder Uploaded File The Catalog contains items that are already uploaded and configured. Catalog items may have a fixed price or use a price tier. If the Price link is shown, you can click it to display the complete price tier information. Reorder Uploaded Files are your own files that you've previously uploaded.

? Upload A File Uploading one or more new files is one way to add items to your Cart. There are several ways that you can select files to upload.

? Search for Items box allows you to search for catalog items by using key words or form numbers. Pull down the drop down menu to view all available Workgroups (or Folders). Please see next page on how to access Workgroups (or Folders).

? Below the Search for Items search field, you will find useful User Tools links.

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Placing Orders

How to access Workgroups (or Folders) - Option 1:

? Click on the drop down menu titled Entire Catalog.

? The drop down menu will open with all the available folder(s).

? Select the Folder you would like to view.

NOTE: each facility is assigned their own workgroup.

? Click the Search button

? You will be redirected to the Select By Folder page within the Workgroup selected. ? Click on the Folder to view the it's catalog items. You may also use the Search feature

to locate catalog items.

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Placing Orders

How to access Workgroups (or Folders) - Option 2:

? Start by clicking on the Go button under Order Catalog Items. No need to fill in the search field, you may leave this field blank. You will be redirected to the Select By Workgroup page.

? You will be redirected to the Select By Workgroup page.

? Click on selected Workgroup and you will be redirected to the Select By Folder page.

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Placing Orders

? You will be redirected to the Select By Folder page within the Workgroup selected. ? Click on the Folder to view the it's catalog items. You may also use the Search feature

to locate catalog items.

? Below is a sample view of the Catalog page after clicking on the selected Folder within the selected Workgroup.

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