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 4/8/2015 www.rocsoft.com 2 What is WebCRD? A web based software tool for submitting orders to the Print Shop Secure Easy Complete 4/8/2015 www.rocsoft.com 3 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 4/8/2015 www.rocsoft.com 4 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 4/8/2015 www.rocsoft.com 5 1. Placing an Order from an Application (SurePDF) 1.1 From a Windows application Select File > Print Select the WebCRD Printer Click Print 4/8/2015 www.rocsoft.com 6 1. Placing an Order from an Application (SurePDF) 1.2 Click Accept 4/8/2015 www.rocsoft.com 7 1. Placing an Order from an Application (SurePDF) 1.3 Log into WebCRD Select ‘Tacoma Account’ and enter User ID and Password Click Login 4/8/2015 www.rocsoft.com 8 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 4/8/2015 www.rocsoft.com 9 4/8/2015 www.rocsoft.com 10 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 4/8/2015 www.rocsoft.com 11 2. Uploading a File Allowed File Types: PDF GIF PS PNG PGM JPEG DOC, DOCX HTML XLS, XLSX PPT HTM 4/8/2015 www.rocsoft.com 12 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 4/8/2015 www.rocsoft.com 13 4/8/2015 www.rocsoft.com 14 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 4/8/2015 www.rocsoft.com 15 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 4/8/2015 www.rocsoft.com 16 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 4/8/2015 www.rocsoft.com 17 3. Selecting From a Catalog 3.2 Enter quantity 3.3 Click Add to Cart 3.4 Click Cart link 4/8/2015 www.rocsoft.com 18 4/8/2015 www.rocsoft.com 19 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 4/8/2015 www.rocsoft.com 20 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 4/8/2015 www.rocsoft.com 21 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 4/8/2015 www.rocsoft.com 22 4. Selecting From a Catalog 4.2 Enter quantity 4.3 Click Add to Cart 4.4 Click Cart link 4/8/2015 www.rocsoft.com 23 4/8/2015 www.rocsoft.com 24 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 4/8/2015 www.rocsoft.com 25 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 4/8/2015 www.rocsoft.com 26 5. Placing Special Orders 5.1 Use Special Orders > Go 4/8/2015 www.rocsoft.com 27 4/8/2015 www.rocsoft.com 28 Submitting Orders All items are placed in Cart Set Print Options, Shipping, and Billing information 4/8/2015 www.rocsoft.com 29 Submitting Orders 4/8/2015 www.rocsoft.com 30 Submitting Orders 4/8/2015 www.rocsoft.com 31 Submitting Orders 4/8/2015 www.rocsoft.com 32 Submitting Orders 4/8/2015 www.rocsoft.com 33 Submitting Orders 4/8/2015 www.rocsoft.com 34 Order Status and Re-Orders Click Orders link 4/8/2015 www.rocsoft.com 35 Managing Your Profile 4/8/2015 www.rocsoft.com 36 Managing Your Profile 4/8/2015 www.rocsoft.com 37 Managing Your Profile 4/8/2015 www.rocsoft.com 38 Additional Resources Online Help 4/8/2015 www.rocsoft.com 39 Additional Resources Getting Started Guide 4/8/2015 www.rocsoft.com 40 Additional Resources Placing Orders Task Aid Access at: The Print Center Access at: 4/8/2015 www.rocsoft.com 41