Welcome to
WebCRD
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
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
WebCRD
Home
Home is the starting point for all activity in WebCRD. Here you can click any of the following:
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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
WebCRD
Home
BANNER
You can click on Home or the banner to return here from any
screen in WebCRD
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.
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
WebCRD
My Profile
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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 email address to receive updates when your order is complete
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.
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
WebCRD
Cart
Only 1 Cart may be active at a time.
If you wish to start a new cart:
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Click Cart and review items currently selected
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At the bottom of the screen choose 1 of 3 options
1. Start a New Cart
2. Continue Shopping
3. Place Order
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If Start a New Cart is selected choose the appropriate action
1. Cancel – returns to your order
2. No, Don’t Save – empties your cart and will show as Cancelled list in My Orders
3. Yes, Save – will save this order and will show as Saved in My Orders which can be
modified and placed when ready
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
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
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.
WebCRD
To Print A File – Multiple Files
At Upload Multiple Files screen:
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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
WebCRD
To Print A File
Once the files are uploaded you will be at the order screen
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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
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
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
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
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
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
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
WebCRD
Adding Multiple Recipients
If My Contacts was selected, click on the contact name in the list
to add as a recipient.
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
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
WebCRD
My Orders
You can View, Reorder, or Modify an order
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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
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
WebCRD
Manage Files
Click Manage Files to view and structure the storage of files you
have uploaded to WebCRD
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
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
WebCRD
Contacts
Click Contacts to view, modify and add
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
For additional information or to request training, please email the
Document Services Management mail group found in the Lotus
Notes Corporate Address Book.
Thank You