2. Session Agenda  What is WebCRD?  The four ways to place an order  Placing an order from an application  Uploading a document  Placing a Catalog order  Placing a Special Order  Viewing an order’s status  Managing your WebCRD Profile  Additional Help  Session Summary 10/12/20142 www.rocsoft.com

3. What is WebCRD? A web based software tool for submitting orders to the Print Shop  Secure  Easy  Complete 10/12/20143 www.rocsoft.com

4. Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/20144 www.rocsoft.com

5. 1. Placing an Order from an Application (SurePDF) What is SurePDF?  A Print driver that allows you to convert a native file into a PDF format. Why Use SurePDF?  Creates an unchangeable document that embeds all fonts, graphics, and formatting  Streamlines the ordering process 10/12/20145 www.rocsoft.com

6. 1. Placing an Order from an Application (SurePDF) 1.1 From a Windows application  Select File > Print  Select the WebCRD Printer  Click Print 10/12/20146 www.rocsoft.com

7. 1. Placing an Order from an Application (SurePDF) 1.2 Click Accept 10/12/20147 www.rocsoft.com

8. 1. Placing an Order from an Application (SurePDF) 1.3 Log into WebCRD  Select ‘Tacoma Account’ and enter User ID and Password  Click Login 10/12/20148 www.rocsoft.com

9. 1. Placing an Order from an Application (SurePDF) 1.4 Document added to Cart 1.5 Choose either:  Continue Shopping – allows you to add additional items to the order  Checkout – Add the single item and takes you directly to the Cart 10/12/20149 www.rocsoft.com

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11. Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/201411 www.rocsoft.com

12. 2. Uploading a File Allowed File Types:  PDF  PS  PGM  DOC, DOCX  XLS, XLSX  PPT  HTM 10/12/201412 www.rocsoft.com  GIF  PNG  JPEG  HTML

13. 2. Uploading a File 2.1 Access WebCRD at: https://webcrd.tacoma.k12.wa.us/ 2.2 Select ‘Tacoma Account’ & enter your User ID and Password 2.3 Use Upload a File > Browse 10/12/201413 www.rocsoft.com

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15. Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/201415 www.rocsoft.com

16. 3: Selecting From a Catalog What is a Catalog? A collection of print and/or non-print items that are made available to all WebCRD users or only to specific users. The available catalogs for our training are samples taken from the Arlington catalog 10/12/201416 www.rocsoft.com

17. 3. Selecting From a Catalog 3.1 Use Search Catalog  Enter item/document name and click Go or  Click Advanced Search or  Click Go button 10/12/201417 www.rocsoft.com

18. 3. Selecting From a Catalog 3.2 Enter quantity 3.3 Click Add to Cart 3.4 Click Cart link 10/12/201418 www.rocsoft.com

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20. Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/201420 www.rocsoft.com

21. 4. Selecting From My Files What are My Files? A collection of your documents that you upload and configure for printing ahead of time. How to Set Up: Use Manage Files to:  Create Folders  Upload Files  Set Retention Time  Set Print Options 10/12/201421 www.rocsoft.com

22. 4. Selecting From My Files 4.1 Use My Files  Enter item/document name and click Go or  Click Advanced Search or  Click Go button 10/12/201422 www.rocsoft.com

23. 4. Selecting From a Catalog 4.2 Enter quantity 4.3 Click Add to Cart 4.4 Click Cart link 10/12/201423 www.rocsoft.com

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25. Ways to Place an Order 1.From an Application (Word, Excel, PowerPoint, etc.) 2.Uploading a File 3.Placing a Catalog Order 4.Placing a Personal Catalog Order 5.Placing a Special Order 10/12/201425 www.rocsoft.com

26. 5. Placing Special Orders What are Special Orders? Orders where an electronic copy of the document is not uploaded to WebCRD. Common Special Orders:  Hardcopy documents  Files on CD or USB  Files that are not accepted for uploading 10/12/201426 www.rocsoft.com

27. 5. Placing Special Orders 5.1 Use Special Orders > Go 10/12/201427 www.rocsoft.com

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29. Submitting Orders 10/12/201429 www.rocsoft.com  All items are placed in Cart  Set Print Options, Shipping, and Billing information

30. Submitting Orders 10/12/201430 www.rocsoft.com

31. Submitting Orders 10/12/201431 www.rocsoft.com

32. Submitting Orders 10/12/201432 www.rocsoft.com

33. Submitting Orders 10/12/201433 www.rocsoft.com

34. Submitting Orders 10/12/201434 www.rocsoft.com

35. Order Status and Re-Orders 10/12/201435 www.rocsoft.com  Click Orders link

36. Managing Your Profile 10/12/201436 www.rocsoft.com

37. Managing Your Profile 10/12/201437 www.rocsoft.com

38. Managing Your Profile 10/12/201438 www.rocsoft.com

39. Additional Resources 10/12/201439 www.rocsoft.com  Online Help

40. Additional Resources 10/12/201440 www.rocsoft.com  Getting Started Guide

41. Additional Resources 10/12/201441 www.rocsoft.com  Placing Orders Task Aid  Access at:  The Print Center  Access at: