1. Welcome to WebCRD

2. WebCRD
This presentation will provide a tutorial on the following features and areas in WebCRD:
Login Page
Home
My Profile
To Print A File
Cart
To Place a Form Order
Popular Form Order shortcuts
Adding multiple recipients
My Orders
Manage Files
Contacts

3. WebCRD
Login Page
WebCRD has been redesigned. As you will see by the login page there is a whole new look. Useful information is also posted here.
If you’re familiar with WebCRD, you can click on the Quick Start Guide to see what has changed
To learn what WebCRD is and how to gain access, click on Getting Started With WebCRD
The login page also contains a Data Security link to submit an access request to receive your User ID and Password.
When ready to login the domain should be set to Standard Account, then simply enter your ID and Password

4. WebCRD
Home
Home is the starting point for all activity in WebCRD. Here you can click any of the following:
My Profile – to update your user information
Help – to open a web help session
My Orders – to see your order history
Manage Files – to manage the PDF’s you have uploaded
Contacts – to manage your contacts
Cart – contains all items added until order is placed or new cart is started
To Print A File – browse and upload PDF’s to be printed from your PC
To Place a Form Order – click the go button to browse the catalog of items available
Popular Form Order Shortcuts – click any link to navigate directly to that group of items

5. WebCRD
Home
BANNER
You can click on Home or the banner to return here from any screen in WebCRD

6. WebCRD
My Profile
Click My Profile to update your default information when placing orders.
You can set default print options in My Profile to simplify the order process when submitting print orders.
NOTE: When logging in to WebCRD for the first time please update your profile.

7. WebCRD My Profile From My Profile – click the Modify button to update:
My Contact Information
Default Shipping Information
Default Billing Information
NOTE: You will have the option to update all 3 with the same information from the modify screen

8. WebCRD My Profile Enter your information in the specified fields
Select the appropriate radio button at the bottom of the screen and click save
When complete click on My Profile to return to previous screen
NOTE: Add an address to receive updates when your order is complete

9. WebCRD
My Profile
From the My Profile page you can set default print options for orders submitted to print.
Click on any of the tabs and make your selections.
When done click the Save button.

10. WebCRD Cart WebCRD now uses a cart to manage orders
Your Cart will indicate the number of items you have added from the Form Order catalog and uploaded from your PC
Click on Cart at any time to review, update and place your order
NOTE: The addition of the Cart allows you to order from the Form Order catalog and upload files simultaneously

11. WebCRD Cart Only 1 Cart may be active at a time.
If you wish to start a new cart:
Click Cart and review items currently selected
At the bottom of the screen choose 1 of 3 options
Start a New Cart
Continue Shopping
Place Order
If Start a New Cart is selected choose the appropriate action
Cancel – returns to your order
No, Don’t Save – empties your cart and will show as Cancelled list in My Orders
Yes, Save – will save this order and will show as Saved in My Orders which can be modified and placed when ready

12. WebCRD
To Print A File
If you have a PDF file to submit to be printed you can click the browse button to navigate to your file

13. WebCRD To Print A File Click browse and navigate to your file
Select the file and click the Open button
Then click the Upload button

14. To Print A File – Multiple Files
WebCRD
To Print A File – Multiple Files
If you have multiple files click Multiple Files to upload all of you files at the same time.

15. To Print A File – Multiple Files
WebCRD
To Print A File – Multiple Files
At Upload Multiple Files screen:
Click browse and navigate to your file
Select the file and click the Open button
Each file will be listed under Selected Files
Repeat the process until all files have been selected
When all files are selected click the Upload button
NOTE: You can click the Delete button next to any file that is not needed

16. WebCRD
To Print A File
Once the files are uploaded you will be at the order screen
You can name the order for ease of identification when viewing My Orders
Navigate through the tabs to make specifications for your documents to be produced
Each tab has a special instruction field that can be used to enter information
Once you have finished you can Continue Shopping or Place order

17. To Place a Form Order & Popular Form Order Shortcuts
WebCRD
To Place a Form Order & Popular Form Order Shortcuts
From the Home page you can navigate and select items from the Form Order catalog
You can click the Go button or select one of the Popular Form Order Shortcuts

18. To Place a Form Order & Popular Form Order Shortcuts
WebCRD
To Place a Form Order & Popular Form Order Shortcuts
When you click the Go button you will see the listings of the all the Workgroups that have items loaded to the catalog for ordering.
Select the Workgroup you would like to order from to view the folders
You can also search using the Form # or Item Field and then click Search

19. To Place a Form Order & Popular Form Order Shortcuts
WebCRD
To Place a Form Order & Popular Form Order Shortcuts
Selecting a Popular Form Order Shortcut will navigate directly to the folder listing for that Workgroup
Select the desired folder to view the items available for ordering

20. To Place a Form Order & Popular Form Order Shortcuts
WebCRD
To Place a Form Order & Popular Form Order Shortcuts
The Form Order catalog features thumbnail images for most items loaded.
Click on the image to open a new window to preview the item.
Enter the quantity you would like to order and click Add to Cart.
The item will now display “In Cart” in place of the quantity field.
The quantity can be updated if necessary when you click Cart to view your order
NOTE: The Form Order catalog now features bread crumbs, circled in blue, to easily navigate back to the folder and work group listings

21. Adding Multiple Recipients
WebCRD
Adding Multiple Recipients
When ready, click Cart to view selected items, add additional recipients if necessary and Place Order
Your order will populate with your default information. Your default can be removed once a second recipient has been added.
To add additional recipients click either:
My Contacts – select a contact you already have saved
New – enter new contact information and choose to use for this order only or use for this order and save as a contact

22. Adding Multiple Recipients
WebCRD
Adding Multiple Recipients
If new is selected, enter the necessary information for the recipient.
Select the appropriate button to use for this order and create a new contact in your Contacts list
Then click the Save button

23. Adding Multiple Recipients
WebCRD
Adding Multiple Recipients
If My Contacts was selected, click on the contact name in the list to add as a recipient.

24. Adding Multiple Recipients
WebCRD
Adding Multiple Recipients
You can add as many contacts as necessary to your order by repeating the prior steps for New or My Contacts
You can remove recipients from the order by clicking on the trash can and answering to the prompt.
All items in your order will be listed for each recipient. Specify the quantity of each item for each recipient.
When ready, click Place Order, Continue Shopping or Start a New Cart if necessary

25. WebCRD My Orders Click My Orders to: View orders you have placed
Reorder the same items or ship to the same recipients
Modify a saved order

26. WebCRD My Orders You can View, Reorder, or Modify an order
An order status of Saved has not been placed for production. You can click Modify to add or remove items and recipients. When ready Place Order.
Clicking View will allow you to see what was ordered and recipients specified for the order.
Clicking Reorder will create an order with the same items and recipients. You will need to specify quantities prior to clicking Place Order
NOTE: Your Cart must be empty before clicking Reorder

27. WebCRD My Orders The columns displayed can be used to sort your orders
Order Name - displays the name you specified for your order, default is the Order Number followed by date
Order Number – displays your order number
Created – displays the date you started the order
Sending to – displays the first 2 recipients and, if necessary, a note on the number of recipients not showing
Status – displays the current production status of your order

28. WebCRD
Manage Files
Click Manage Files to view and structure the storage of files you have uploaded to WebCRD

29. WebCRD
Manage Files
Manage Files allows you to create folders to store your uploaded items in a manner that meets your needs.
Default is a standard folder where all items will be stored unless otherwise specified
To add folders - Click Create Folder and enter the desired folder name and click create
Items – indicates the number of files stored in the folder
Click the folder name to view the contents

30. WebCRD Manage Files When viewing folder contents you can:
Click the thumbnail image to open a new window to view a larger PDF file
Click the file name to review the specifications selected when the document was ordered
Click the Folder drop down and select a different folder for this item to be stored in. Make your selection then click save
When finished, click on the desired location you would like to navigate to at the top of the screen

31. WebCRD
Contacts
Click Contacts to view, modify and add

32. WebCRD Contacts When viewing Contacts you can:
Click Modify to update a specific contact’s information
Click Delete to remove a contact
Click Add Contact to create a new contact for future ordering needs

33. For additional information or to request training, please the Document Services Management mail group found in the Lotus Notes Corporate Address Book.
Thank You