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

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


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


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



1.1 From a Windows application Select File > Print

Select the WebCRD Printer

Click Print



1.2 Click Accept



1.3 Log into WebCRD Select ‘Tacoma Account’ and enter User ID and Password

Click Login



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





2. Uploading a File





2. Uploading a File Allowed File Types:

PDF

PS

PGM

DOC, DOCX

XLS, XLSX

PPT

HTM


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





2. Uploading a File





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


3. Selecting From a Catalog 3.1 Use Search Catalog Enter item/document name and click GoorClick Advanced SearchorClick Go button


3. Selecting From a Catalog 3.2 Enter quantity

3.3 Click Add to Cart

3.4 Click Cart link





2. Uploading a File





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. Selecting From My Files 4.1 Use My Files Enter item/document name and click GoorClick Advanced SearchorClick Go button


4. Selecting From a Catalog 4.2 Enter quantity

4.3 Click Add to Cart

4.4 Click Cart link





2. Uploading a File





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


5. Placing Special Orders 5.1 Use Special Orders > Go



Submitting Orders


All items are placed in Cart

Set Print Options, Shipping, and Billing information

Submitting Orders


Submitting Orders


Submitting Orders


Submitting Orders


Submitting Orders


Order Status and Re-Orders


Click Orders link

Managing Your Profile






Additional Resources


Online Help



Getting Started Guide



Placing Orders Task Aid Access at:

The Print Center Access at:

Documents

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