session agenda what is webcrd? the four ways to place an order placing an order from an...
TRANSCRIPT
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
04/11/23 2www.rocsoft.com
What is WebCRD?
A web based software tool for submitting orders to the Print ShopSecure
Easy
Complete
04/11/23 3www.rocsoft.com
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
04/11/23 4www.rocsoft.com
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
04/11/23 5www.rocsoft.com
1. Placing an Order from an Application (SurePDF)
1.1 From a Windows application Select File > Print
Select the WebCRD Printer
Click Print
04/11/23 6www.rocsoft.com
1. Placing an Order from an Application (SurePDF)
1.2 Click Accept
04/11/23 7www.rocsoft.com
1. Placing an Order from an Application (SurePDF)
1.3 Log into WebCRD Select ‘Tacoma Account’ and enter User ID and Password
Click Login
04/11/23 8www.rocsoft.com
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
04/11/23 9www.rocsoft.com
04/11/23 10www.rocsoft.com
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
04/11/23 11www.rocsoft.com
2. Uploading a File Allowed File Types:
PS
PGM
DOC, DOCX
XLS, XLSX
PPT
HTM
04/11/23 12www.rocsoft.com
GIF
PNG
JPEG
HTML
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
04/11/23 13www.rocsoft.com
04/11/23 14www.rocsoft.com
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
04/11/23 15www.rocsoft.com
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
04/11/23 16www.rocsoft.com
3. Selecting From a Catalog 3.1 Use Search Catalog Enter item/document name and click GoorClick Advanced SearchorClick Go button
04/11/23 17www.rocsoft.com
3. Selecting From a Catalog 3.2 Enter quantity
3.3 Click Add to Cart
3.4 Click Cart link
04/11/23 18www.rocsoft.com
04/11/23 19www.rocsoft.com
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
04/11/23 20www.rocsoft.com
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
04/11/23 21www.rocsoft.com
4. Selecting From My Files 4.1 Use My Files Enter item/document name and click GoorClick Advanced SearchorClick Go button
04/11/23 22www.rocsoft.com
4. Selecting From a Catalog 4.2 Enter quantity
4.3 Click Add to Cart
4.4 Click Cart link
04/11/23 23www.rocsoft.com
04/11/23 24www.rocsoft.com
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
04/11/23 25www.rocsoft.com
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
04/11/23 26www.rocsoft.com
5. Placing Special Orders 5.1 Use Special Orders > Go
04/11/23 27www.rocsoft.com
04/11/23 28www.rocsoft.com
Submitting Orders
04/11/23 29www.rocsoft.com
All items are placed in Cart
Set Print Options, Shipping, and Billing information
Submitting Orders
04/11/23 30www.rocsoft.com
Submitting Orders
04/11/23 31www.rocsoft.com
Submitting Orders
04/11/23 32www.rocsoft.com
Submitting Orders
04/11/23 33www.rocsoft.com
Submitting Orders
04/11/23 34www.rocsoft.com
Order Status and Re-Orders
04/11/23 35www.rocsoft.com
Click Orders link
Managing Your Profile
04/11/23 36www.rocsoft.com
Managing Your Profile
04/11/23 37www.rocsoft.com
Managing Your Profile
04/11/23 38www.rocsoft.com
Additional Resources
04/11/23 39www.rocsoft.com
Online Help
Additional Resources
04/11/23 40www.rocsoft.com
Getting Started Guide
Additional Resources
04/11/23 41www.rocsoft.com
Placing Orders Task Aid Access at:
The Print Center Access at: