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

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

3. 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.

4. 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)

5. 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

7. Can the web user update their Contact Profile? Yes.

10. Paper Stock
Update Base Price to Customer:

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

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

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

14. 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.

15. 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

16. Managing Data Updates
QUESTIONS