Managing Data Updates Chuck Bailey, VP of Software Implementation and Support

Account Numbers Contacts Paper Stock (Type or Price) Equipment Order File Attachments

Account Numbers Modify/Add Account Numbers Go to Website > Account Numbers Select existing account number to modify Select Add New Account Number link to add a new account number.

Account Numbers Modify/Add Account Numbers Go to Website > Account Numbers Select Account Number Import Tool (Select to Add List of Account Numbers) Select Account Number Update Tool (Select to Modify multiple Account Numbers)

Contacts How to show order history to a new staff member? This can be configured in the Contacts setting of the former employee’s Contact Record

Can the web user update their Contact Profile? Yes.

Paper Stock Update Base Price to Customer:

Paper Stock Update as Inventory is Added Select to update price Enter values for new stock added

Print Equipment Update Price Schedule Add new equipment and set impression rate

Print Equipment Update Inventory Press Assignments (Go to Website > Inventory Press Assignment)

Print Order File Attachments How long should I keep files? Once an order is Cloned/Copied a new copy of the attached file is stored. If the habits of your users are to clone/copy last years orders. Then keeping 1 -2 year history should be considered. How do I purge these files? If Deployed – Contact your IT/OS department for assistance. If Hosted with EDU – We will notify you if you have reached your contracted threshold.

Print Order File Attachments File Storage is limited to the size of the capacity of the depository. Options to manage file storage: Limit the file upload size. (Go to Website > Owner Configuration > Maximum File Size Allowed) If using PSP Document Converter module, limit file to PDF converted file only. (Go to Website > Owner Configuration > Uncheck “Always Save Original File Along with Converted PDF”) Delete File from print order after production Delete native files after “Stitch” option. Files are stored in the following format: Year\Month\OrderID_Filename_User_mmddyyyy

Managing Data Updates QUESTIONS