Benutzerhandbuch für Xerox FreeFlow Web Services Support & Software

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Introduction
7
New Features and Enhancements
9
Fixed Bugs
15
- Fixed Bugs 8.0.2
  16
- Fixed Bugs 8.0.1
  17
Tips and Known Issues
21
- Catalog
  21
- File Upload
  22
- Form Editor
  23
- VI Template
  23
- Preview
  24
- File Report
  25
- Fonts
  25
- Inventory
  25
- Trim and Bleed
  26
- Imposition
  26
- Output Device
  27
- Layout Maker
  27
- Joblets
  27
- Paper Size/Stock
  27
- Book Assembly
  28
- Pricing & Billing
  28
- Online Payment
  30
- Shipping
  30
- Special Characters
  31
- Print Buyer User Types
  31
- Print Service Provider User Types
  31
- Site Customization
  32
- XMPie Integration
  32
- Print Driver
  33
- FreeFlow Integrations
  33
- Multiple Currencies
  34
- Regional Settings
  34
- General
  34
- Others
  35
System Operating Ranges
37
FreeFlow Web Services Client Software Requirements
39
- Print Service Provider Client Software Requirements
  39
- Print Buyer Client Software Requirements
  39
Integrations
41
Backing up and Restoring Web Services
43

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Introduction
13
- FreeFlow Web Services
  13
- The Print Service Provider Guide
  13
Web Services User Overview
15
System Setup
23
- Basic
  23
  - Contact Details
    23
  - General
    23
    - Server Address
      24
    - Connections
      24
    - File Upload
      24
    - Remote Support
      24
    - Calendar Options
      25
    - PDF Preview
      25
    - Maximum Password Age
      25
  - Time Zone
    25
  - Region and Languages
    25
  - Terms and Conditions
    26
  - Home Page Customization
    26
    - The Customize Link
      27
    - The Logout Link
      27
    - The FAQ Link
      27
    - The Help Link
      28
    - The Contact Us Link
      28
    - Home Page Text
      28
    - Home Page Images
      29
- Users
  29
  - Managing Print Service Provider Users
    29
  - Print Service Provider User Privileges
    30
- Advanced
  31
  - CRM
    31
  - Numbering
    31
  - Email
    32
  - Fonts
    33
  - User Types
    33
    - Print Buyer User Privileges
      34
  - Job Expiration
    35
  - Customized Fields
    35
  - Account Groups
    36
  - Billing
    37
- Integrations
  37
Print Settings
41
Account Setup
55
Store Setup
71
Job Business Flow
89
- General Overview
  89
- Joblets
  90
  - Managing Joblets
    91
    - Renaming a Joblet
      91
    - Deleting a Joblet
      91
    - Disabling a Joblet
      91
    - Creating a New Joblet
      91
  - Editing a Joblet
    91
  - Joblet Types
    92
    - Lamination
      92
    - Number of Pages
      93
    - Paper
      93
    - Folding
      93
    - Binding
      93
    - Page Size
      94
    - Colors
      94
    - Collating
      94
    - Drilling
      94
    - Numbering
      94
- Job Types
  94
  - How Many Job Types to Create?
    95
  - Managing Job Types
    95
    - Renaming a Job Type
      95
    - Deleting a Job Type
      95
    - Disabling a Job Type
      95
    - Duplicating a Job Type
      95
    - Editing a Job Type
      96
  - Creating a Simple Job Type
    96
    - Adding General Information to a Job Type
      96
    - Intent
      96
    - Ordering Sequence
      98
      - File Report
        99
      - Preview
        99
      - Job Details
        99
      - Quote before Upload Scenario
        99
      - Adjusting the File Report Parameters
        100
      - Adjusting the Preview Parameters
        100
      - Adjusting the Job Details Parameters
        100
    - Settings
      101
      - Ordering Quantity
        101
      - Pricing
        101
      - Print Time Settings
        102
      - Define Tax Settings
        102
  - Job Type Groups
    103
- Templates
  103
  - Template Types
    103
  - Template Creation
    104
  - Template Structure
    104
    - Content
      104
    - Intent
      104
    - File Report
      104
  - Creating a New Template
    104
    - Adding General Information to a Template
      104
    - Upload File
      105
    - Specifying the Intent
      105
    - Using the File Report
      105
      - Size Mismatch
        105
      - Color Mismatch
        106
      - Number of Pages Mismatch
        106
      - Non-embedded Fonts
        106
      - Low Resolution Images
        106
      - RGB Images
        106
    - Variable Information
      106
    - Defining the Ordering Sequence
      107
    - Defining the Settings
      107
  - Managing Templates
    107
- Creating Variable Data Templates
  111
  - Select Variable Data Fields
    111
    - Selecting Variable Text Fields
      111
    - Selecting Variable Image Fields
      111
  - Defining Variable Data Field Properties
    111
    - Text Fields
      112
    - Image Fields
      115
    - Advanced Options
      116
      - Advanced Properties Example
        116
      - Defining Position Links
        117
      - Defining a Suffix
        117
      - Defining Advanced Group Centering
        117
      - Handling Empty Fields
        118
      - Handling Identical Input Fields
        118
      - Defining Advanced Style Selection
        118
  - Arrange Fields
    118
    - Changing the Sequence of Fields
      118
    - Splitting Fields into Several Tabs
      119
Pricing
121
- Introduction
  121
- Pricing Overview
  121
  - Concepts
    121
    - Calculation Model
      121
      - Intent Calculation Model
        122
      - Manual Calculation Model
        122
      - Excel Calculation Model (Optional)
        122
      - Planner Component
        122
      - Production Plan
        122
      - Estimation Model
        122
      - Result Matrix
        122
      - Decision Component
        122
    - Line Item
      122
      - Result Line Item
        123
      - Line Item Library
        123
    - Tax Package
      123
  - Pricing Process Overview
    123
    - Setup
      123
      - Order Pricing Setup
        123
      - Job Pricing Setup
        123
    - Job Pricing
      124
    - Order Pricing
      124
      - Order Tax Hierarchy
        124
    - Price Management
      124
- Setup
  124
  - Set-up Tax Packages
    124
    - Area-dependent Taxes
      125
    - Multiple Tax Calculation
      125
    - Managing the Tax Packages
      125
      - Creating a Single-tax Package
        125
      - Creating a Multiple-tax Package
        126
      - Setting a Default Tax Package
        126
      - Duplicating a Tax Package
        126
      - Deleting a Tax Package
        126
    - Managing Taxes
      126
      - Creating a Simple Tax
        126
      - Creating a dependent Tax
        127
      - Removing a Tax from a Package
        127
      - Editing a Tax
        127
      - Deleting a Tax
        127
      - Duplicating a Tax
        127
  - Set-up Job Type Pricing
    127
    - Selecting a Job Type
      128
    - Selecting a Template
      128
  - Setting-up Intent Pricing
    128
    - Intent Pricing Examples
      129
      - Postcards Job Type
        129
      - Document Duplication Job Type
        129
  - Setting-up Manual Pricing
    131
- Price Management
  131
- Line Item Library
  132
  - Types of Line Items
    132
    - Setup Line Items
      132
    - Result Line Items
      133
  - Managing the Line Item Library
    133
Production Management
135
Managing Site Customization
157
- Creating Skins
  157
  - Accessing The Skin Editor
    158
  - Customizing the Login Page
    158
  - Customizing the Site Frame
    158
  - Customizing the Launch Pad
    159
  - Customizing the Email Banner
    159
  - Customizing the Catalog Banner
    160
  - Saving and Previewing Views
    160
- Editing Skin Elements
  160
  - Uploading Images
    161
  - Editing the Final Design
    161
- Accessing the Style Sheet Window
  161
- Uploading Designs
  162
  - Converting HTML Pages to .mht Files
    163
- Activating Page Elements
  163
- Managing the Skin Library
  165
  - Assigning Skins to Print Buyers
    165
  - Designating a Default Skin
    165
- Accessing the Skin Library
  166
- Duplicating Skins
  166
Direct Marketing Links
167
- DirectSmile Image Generator
  167
  - Creating a Template with a DirectSmile Image
    167
  - Ordering a Job from a Template with a DirectSmile Image.
    169
- XMPie PersonalEffect
  169
Excel Pricing
173
- Settings in Web Services
  173
  - Assigning Excel Pricing to a Print Buyer
    173
    - Importing/Exporting the Excel Pricing File
      174
- Excel Pricing File Format
  174
  - Understanding the File Format
    174
    - Column A
      174
    - Column B
      177
    - Column C
      177
    - Column D
      178
  - Excel Pricing with the Book Assembly Module
    178
- Excel Programming and Useful Excel Functions
  179
  - IF Function
    179
    - Sample IF Syntax
      179
  - Vlookup Function
    179
  - MATCH
    180
  - INDEX
    180
  - DGET Function
    180
  - VBA
    180
Book Assembly
181
- Book Assembly Definitions
  181
  - Binding Styles
    181
  - Components
    181
  - Book Assembly Pricing
    181
- Defining a Book Assembly Job Type
  182
  - Defining Binding Properties
    182
    - Setting General Properties
      182
    - Setting Page Size Properties
      182
    - Setting Material Properties
      183
    - Setting Splitting Properties
      183
    - Setting Pricing Properties
      183
  - Defining Component Properties
    183
    - General Properties
      183
    - Paper Selection Properties
      183
      - Paper Category
        183
      - Paper List
        184
    - Color Channel Properties
      184
    - Finishing Properties
      184
    - Pricing Properties
      184
      - Price per Page
        184
      - Pages Quantity Discount
        184
- Defining a Book Assembly Preview
  184
  - Preparation
    185
    - Optional Spine
      185
    - Establish the Preview Size
      185
    - Establish the Left and Right Page Position
      186
      - Left Page
        186
      - Right Page
        186
    - Setting up a New Preview
      186
      - Add/Edit Preview Link
        186
    - Setting up a Binding Preview
      186
- Producing a Book Assembly Job
  187
Integrations Guide
189
- Introduction
  189
  - Who Should Use This Guide
    189
  - Overview
    189
    - LDAP
      189
    - User Management
      189
    - Data Export
      189
    - FreeFlow Connectivity
      190
    - XMPie PersonalEffect
      190
    - DirectSmile
      190
    - Credit Card
      190
- LDAP
  190
  - Overview
    190
    - Prerequisites
      190
    - LDAP Workflow
      190
  - LDAP Configuration
    191
    - Configuring LDAP for Web Services
      191
      - Configuring the Connection Settings
        191
      - Mapping LDAP - Web Services Attributes
        192
        Configuring the Attributes
        192
        Configuring Privileges Parameters
        192
- User Management
  192
  - General
    192
  - Overview
    193
    - Prerequisites
      193
  - Integration Flow
    193
  - Configuring the User Authentication Definition
    194
  - Authentication server response structure
    194
    - Account management
      194
    - External User Management and Synchronization
      197
  - Multisite Compatibility
    198
  - Appendix
    198
    - Using the Sample
      198
    - Troubleshooting
      198
    - Q&A
      199
- Data Export
  199
  - Introduction
    199
  - Hot Folder Configuration
    199
    - The Existing Links
      200
      - Get Quote Link
        200
      - Job Order Link
        200
      - Edit Imposition
        200
      - Job Shipped Link
        200
      - Confirm Billing Document
        200
      - Job Approved
        200
    - Exported data description
      200
      - Order Node
        200
      - userContactAddress Node
        202
      - Job node
        204
      - pricingLineItems node
        206
        priceLineItem node
        206
      - JBF node
        206
        Joblet node
        206
      - flatPage node
        207
      - channels node
        207
      - production node
        207
      - paper node
        208
      - finishing node
        208
      - shipping node
        209
      - billing node
        210
      - orderPriceLineItems node
        210
    - Web Services Order Center Billing module links description
      211
      - Receipt & Deposit
        212
        [Receipt/Deposit]General node
        212
        AddressGeneral node
        212
        PrintProvider node
        212
        ReceiptLine node
        212
        PaymentLine node
        212
      - Invoice & Credit Note
        213
        [Invoice/CreditNote]General node
        213
        AddressGeneral node
        213
        InvoiceLine node
        213
  - Writing a Connector
    213
    - Working with Data Export
      214
    - INS Components
      214
      - Nerve
        214
      - Receptors
        214
    - Connector Implementation
      214
      - Receptor Implementation
        214
        Notify Function
        215
        Backward and Forward compatibility
        215
- Freeflow Connectivity
  215
- XMPie PersonalEffect
  233
- DirectSmile
  237
  - Overview
    237
  - Prerequisites
    237
  - Installation process
    237
  - Enabling DirectSmile
    237
  - Job Ordering Workflow
    238
- Credit Card
  238
  - Introduction
    238
  - Integrating with the Credit Card Vendor
    238
    - Authorize.Net
      239
    - PayPal
      239
    - SaferPay
      240
    - DebiTech
      240
    - Moneris
      240
    - ePDQ
      240
    - Atos
      241
    - ChinaBank
      241
  - Enabling Credit Cards for Web Services Accounts
    241
  - Verifying Print Buyer Workflow via Credit Card
    241
  - Adding Credit Card Vendors to Web Services
    241
Web Services Order Center User Guide
243
Index
291

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Introduction
21
- FreeFlow Web Services
  21
- The Print Service Provider Guide
  21
Web Services User Overview
23
Defining System Settings
33
Defining Print Settings
53
Account Setup
79
Store Setup
105
- Catalog Overview
  106
  - Superstore Catalogs
    106
    - Superstore Look and Feel
      107
      - Panel Layout
        107
      - List Structure
        108
      - Item Background
        109
      - Items Layout and Details
        109
  - HTML Catalogs
    110
- Creating and Managing Superstore Catalogs
  111
- Creating and Managing HTML Catalogs
  121
  - Managing HTML Catalogs
    121
    - Renaming a Catalog
      121
    - Deleting a Catalog
      121
  - Creating an HTML Catalog
    121
  - Exporting an HTML Catalog
    126
  - Sending an HTML Catalog by Email
    126
- Managing the Cross Sales Library
  126
  - Managing Cross Sales
    127
    - Duplicating a Cross Sale
      127
    - Deleting a Cross Sale
      127
  - Creating and Populating Cross Sales
    127
    - Removing a Product from a Cross Sale
      128
- Managing the Image Library
  128
  - Managing Folders
    128
    - Creating a New Folder
      128
    - Renaming a Folder
      128
    - Deleting a Folder
      128
  - Managing Images
    129
- Managing the Database Library
  131
  - Adding a Database to the Library
    131
  - Checking a Database
    131
  - Deleting a Database
    131
  - Updating a Database
    132
Job Business Flow
133
- General Overview
  134
- Joblets
  135
  - Managing Joblets
    136
    - Renaming a Joblet
      136
    - Deleting a Joblet
      137
    - Disabling a Joblet
      137
    - Creating a New Joblet
      137
  - Editing a Joblet
    137
    - Changing a Joblet Description
      137
    - Adding a Joblet Option
      138
    - Enabling a Joblet Option
      138
    - Disabling a Joblet Option
      138
    - Deleting a Joblet Option
      138
    - Changing the Sequence of Joblet Options
      138
  - Joblet Types
    139
    - Lamination
      139
    - Number of Pages
      139
    - Paper
      139
    - Folding
      140
    - Binding
      140
    - Page Size
      141
    - Colors
      141
    - Collating
      141
    - Drilling
      142
    - Numbering
      142
- Job Types
  143
  - Example: Simplified Print Buying Experience
    143
  - Example: Automation of Business Flow
    143
  - How Many Job Types to Create?
    144
  - Managing Job Types
    144
    - Renaming a Job Type
      144
    - Deleting a Job Type
      145
    - Disabling a Job Type
      145
    - Duplicating a Job Type
      145
    - Editing a Job Type
      145
  - Creating a Simple Job Type
    145
    - Adding General Information to a Job Type
      146
    - Intent
      146
      - Adding Joblets
        147
      - Choosing the Printing Sides and Colors
        147
      - Choosing the Printing Paper
        148
      - Choosing the Page Sizes
        148
      - Choosing the Number of Pages
        148
      - Choosing the Options in Additional Joblets
        149
      - Adding Tabs
        149
      - Changing the Sequence of Intent Steps
        149
      - Making Intent Steps Invisible
        149
      - Removing Intent Steps
        149
    - Ordering Sequence
      150
      - File Report
        150
      - Preview
        151
      - Job Details
        151
      - Quote before Upload Scenario
        151
      - Adjusting the File Report Parameters
        152
      - Adjusting the Preview Parameters
        153
      - Adjusting the Job Details Parameters
        153
    - Settings
      153
      - Ordering Quantity
        154
      - Pricing
        156
      - Print Time Settings
        156
      - Define Tax Settings
        157
  - Job Type Groups
    157
- Templates
  159
  - Template Types
    159
  - Template Creation
    159
  - Template Structure
    160
    - Content
      160
    - Intent
      160
    - File Report
      160
  - Managing Templates
    160
    - Renaming a Template
      160
    - Deleting a Template
      161
    - Copying a Template
      161
    - Moving a Template
      161
    - Editing a Template
      161
    - Adding an Archive to a Template
      162
    - Managing the Workflow Policy of a Template
      162
    - Managing the Access Rights of a Template
      162
    - Sending a Template as MailToPrint
      163
    - Enabling a Template for Inventory
      164
      - Managing Inventory Information
        164
  - Creating a New Template
    165
    - Adding General Information to a Template
      165
    - Upload File
      165
    - Specifying the Intent
      166
    - Using the File Report
      166
      - Size Mismatch
        167
      - Color Mismatch
        167
      - Number of Pages Mismatch
        168
      - Non-embedded Fonts
        168
      - Low Resolution Images
        168
      - RGB Images
        168
    - Variable Information
      168
    - Defining the Ordering Sequence
      169
    - Defining the Settings
      169
  - Creating a New Template from an Existing Job
    170
- Creating Variable Data Templates
  171
  - Select Variable Data Fields
    171
    - Selecting Variable Text Fields
      171
    - Selecting Variable Image Fields
      172
  - Defining Variable Data Field Properties
    172
    - Text Fields
      172
    - Image Fields
      179
    - Advanced Options
      181
      - Example
        181
      - Defining Position Links
        182
      - Defining a Suffix
        183
      - Defining Advanced Group Centering
        184
      - Handling Empty Fields
        185
      - Handling Identical Input Fields
        186
      - Defining Advanced Style Selection
        187
  - Arrange Fields
    188
    - Changing the Sequence of Fields
      188
    - Splitting Fields into Several Tabs
      189
Pricing
191
- Introduction
  191
- Pricing Overview
  192
  - Concepts
    192
    - Calculation Model
      192
      - Intent Calculation Model
        192
      - Manual Calculation Model
        192
      - Excel Calculation Model (Optional)
        192
      - Planner Component
        193
      - Production Plan
        193
      - Estimation Model
        193
      - Result Matrix
        193
      - Decision Component
        193
    - Line Item
      193
      - Result Line Item
        194
      - Line Item Library
        194
    - Tax Package
      194
  - Pricing Process Overview
    194
    - Setup
      194
      - Order Pricing Setup
        194
      - Job Pricing Setup
        195
    - Job Pricing
      195
    - Order Pricing
      195
      - Order Tax Hierarchy
        196
    - Price Management
      196
- Setup
  197
  - Set-up Tax Packages
    197
    - Area-dependent Taxes
      197
    - Multiple Tax Calculation
      197
    - Managing the Tax Packages
      198
      - Creating a Single-tax Package
        198
      - Creating a Multiple-tax Package
        198
      - Setting a Default Tax Package
        199
      - Duplicating a Tax Package
        199
      - Deleting a Tax Package
        199
    - Managing Taxes
      200
      - Creating a Simple Tax
        200
      - Creating an Area-dependent Tax
        200
      - Removing a Tax from a Package
        201
      - Editing a Tax
        201
      - Deleting a Tax
        201
      - Duplicating a Tax
        202
  - Set-up Job Type Pricing
    202
    - Selecting a Job Type
      202
    - Selecting a Template
      202
  - Setting-up Intent Pricing
    202
    - Intent Pricing Examples
      204
      - Postcards Job Type
        204
      - Document Duplication Job Type
        205
  - Setting-up Manual Pricing
    207
- Price Management
  208
- Line Item Library
  211
  - Types of Line Items
    211
    - Setup Line Items
      211
    - Result Line Items
      211
  - Managing the Line Item Library
    211
Production Management
215
- Production Queue Overview
  216
- Managing Jobs in the Production Queue
  217
- Managing Notifications and Alerts
  232
- Producing Jobs
  234
- Delivery Queue
  237
- Track Jobs
  244
  - Searching for Jobs
    244
    - Defining Job Search Criteria
      244
    - Defining and Saving Job Search Information
      247
  - Managing Tracked Jobs
    247
    - Viewing Job Details
      248
    - Changing Job Status
      248
    - Deleting Jobs
      249
    - Viewing and Editing Job Properties
      250
    - Viewing and Editing Job Pricing
      250
    - Viewing and Editing Job Ticket
      251
    - Viewing and Editing Order Pricing
      251
    - Reprinting Job
      252
    - Saving a Job as a Template
      253
    - Searching for an Order
      253
Managing Site Customization Skins
255
- Creating Skins
  256
  - Accessing The Skin Editor
    256
  - Customizing the Login Page
    256
  - Customizing the Site Frame
    257
  - Customizing the Launch Pad
    258
  - Customizing the Email Banner
    259
  - Customizing the Catalog Banner
    260
  - Saving and Previewing Views
    260
- Editing Skin Elements
  261
  - Accessing the Style Sheet Window
    261
  - Uploading Images
    262
  - Editing the Final Design
    263
- Uploading Designs
  264
  - Converting HTML Pages to .mht Files
    264
- Activating Page Elements
  265
- Managing the Skin Library
  269
  - Accessing the Skin Library
    269
    - Duplicating Skins
      269
  - Assigning Skins to Print Buyers
    270
  - Designating a Default Skin
    270
Direct Marketing Links
271
- DirectSmile Image Generator
  272
- XMPie PersonalEffect Integration
  276
  - Installing XMPie PersonalEffect
    276
    - New Setup
      276
    - Upgrade
      277
  - XMPie PersonalEffect Server Information
    277
Credit Card
281
- Integrating with Web Services Credit Card Vendors
  282
- Adding Web Services Credit Card Service Vendors
  283
Excel Pricing
285
- Settings in Web Services
  286
  - Assigning Excel Pricing to a Print Buyer
    286
    - Importing/Exporting the Excel Pricing File
      286
- Excel Pricing File Format
  287
  - Understanding the File Format
    287
    - Column A
      287
    - Column B
      288
    - Column C
      292
    - Column D
      293
  - Excel Pricing with the Book Assembly Module
    293
- Excel Programming and Useful Excel Functions
  294
  - IF Function
    294
    - Sample IF Syntax
      294
  - Vlookup Function
    294
  - MATCH
    295
  - INDEX
    295
  - DGET Function
    295
  - VBA
    296
Book Assembly
297
- Book Assembly Definitions
  298
  - Binding Styles
    298
  - Components
    298
  - Book Assembly Pricing
    298
- Defining a Book Assembly Job Type
  299
  - Defining Binding Properties
    299
    - Setting General Properties
      299
    - Setting Page Size Properties
      300
    - Setting Material Properties
      300
    - Setting Pricing Properties
      300
  - Defining Component Properties
    300
    - General Properties
      300
    - Paper Selection Properties
      301
      - Paper Category
        301
      - Paper List
        301
    - Color Channel Properties
      301
    - Finishing Properties
      301
    - Pricing Properties
      301
      - Price per Page
        301
      - Pages Quantity Discount
        302
- Defining a Book Assembly Preview
  302
  - Preparation
    303
    - Optional Spine
      303
    - Establish the Preview Size
      303
    - Establish the Left and Right Page Position
      304
      - Left Page
        304
      - Right Page
        304
    - Setting up a New Preview
      305
      - Add/Edit Preview Link
        305
    - Setting up a Binding Preview
      305
- Producing a Book Assembly Job
  305

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Inhaltsverzeichnis

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Inhaltsverzeichnis

Introduction
21
- FreeFlow Web Services
  21
- The Print Service Provider Guide
  21
Web Services User Overview
23
Defining System Settings
33
Defining Print Settings
53
Account Setup
83
Store Setup
109
- Catalog Overview
  110
  - Superstore Catalogs
    110
    - Superstore Look and Feel
      111
      - Panel Layout
        111
      - List Structure
        112
      - Item Background
        113
      - Items Layout and Details
        113
  - HTML Catalogs
    114
- Creating and Managing Superstore Catalogs
  115
- Creating and Managing HTML Catalogs
  125
  - Managing HTML Catalogs
    125
    - Renaming a Catalog
      125
    - Deleting a Catalog
      125
  - Creating an HTML Catalog
    125
  - Exporting an HTML Catalog
    130
  - Sending an HTML Catalog by Email
    130
- Managing the Cross Sales Library
  130
  - Managing Cross Sales
    131
    - Duplicating a Cross Sale
      131
    - Deleting a Cross Sale
      131
  - Creating and Populating Cross Sales
    131
    - Removing a Product from a Cross Sale
      132
- Managing the Image Library
  132
  - Managing Folders
    132
    - Creating a New Folder
      132
    - Renaming a Folder
      132
    - Deleting a Folder
      132
  - Managing Images
    133
- Managing the Database Library
  135
  - Adding a Database to the Library
    135
  - Checking a Database
    135
  - Deleting a Database
    135
  - Updating a Database
    136
Job Business Flow
137
- General Overview
  138
- Joblets
  139
  - Managing Joblets
    140
    - Renaming a Joblet
      140
    - Deleting a Joblet
      141
    - Disabling a Joblet
      141
    - Creating a New Joblet
      141
  - Editing a Joblet
    141
    - Changing a Joblet Description
      141
    - Adding a Joblet Option
      142
    - Enabling a Joblet Option
      142
    - Disabling a Joblet Option
      142
    - Deleting a Joblet Option
      142
    - Changing the Sequence of Joblet Options
      142
  - Joblet Types
    143
    - Lamination
      143
    - Number of Pages
      143
    - Paper
      143
    - Folding
      144
    - Binding
      144
    - Page Size
      145
    - Colors
      145
    - Collating
      145
    - Drilling
      146
    - Numbering
      146
- Job Types
  147
  - Example: Simplified Print Buying Experience
    147
  - Example: Automation of Business Flow
    147
  - How Many Job Types to Create?
    148
  - Managing Job Types
    148
    - Renaming a Job Type
      148
    - Deleting a Job Type
      149
    - Disabling a Job Type
      149
    - Duplicating a Job Type
      149
    - Editing a Job Type
      149
  - Creating a Simple Job Type
    149
    - Adding General Information to a Job Type
      150
    - Intent
      150
      - Adding Joblets
        151
      - Choosing the Printing Sides and Colors
        151
      - Choosing the Printing Paper
        152
      - Choosing the Page Sizes
        152
      - Choosing the Number of Pages
        152
      - Choosing the Options in Additional Joblets
        153
      - Adding Tabs
        153
      - Changing the Sequence of Intent Steps
        153
      - Making Intent Steps Invisible
        153
      - Removing Intent Steps
        153
    - Ordering Sequence
      154
      - File Report
        154
      - Preview
        155
      - Job Details
        155
      - Quote before Upload Scenario
        155
      - Adjusting the File Report Parameters
        156
      - Adjusting the Preview Parameters
        157
      - Adjusting the Job Details Parameters
        157
    - Settings
      157
      - Ordering Quantity
        158
      - Pricing
        160
      - Print Time Settings
        160
      - Define Tax Settings
        161
  - Job Type Groups
    161
- Templates
  163
  - Template Types
    163
  - Template Creation
    163
  - Template Structure
    164
    - Content
      164
    - Intent
      164
    - File Report
      164
  - Managing Templates
    164
    - Renaming a Template
      164
    - Deleting a Template
      165
    - Copying a Template
      165
    - Moving a Template
      165
    - Editing a Template
      165
    - Adding an Archive to a Template
      166
    - Managing the Workflow Policy of a Template
      166
    - Managing the Access Rights of a Template
      166
    - Sending a Template as MailToPrint
      167
    - Enabling a Template for Inventory
      168
      - Managing Inventory Information
        168
  - Creating a New Template
    169
    - Adding General Information to a Template
      169
    - Upload File
      169
    - Specifying the Intent
      170
    - Using the File Report
      170
      - Size Mismatch
        171
      - Color Mismatch
        171
      - Number of Pages Mismatch
        172
      - Non-embedded Fonts
        172
      - Low Resolution Images
        172
      - RGB Images
        172
    - Variable Information
      172
    - Defining the Ordering Sequence
      173
    - Defining the Settings
      173
  - Creating a New Template from an Existing Job
    174
- Creating Variable Data Templates
  175
  - Select Variable Data Fields
    175
    - Selecting Variable Text Fields
      175
    - Selecting Variable Image Fields
      176
  - Defining Variable Data Field Properties
    176
    - Text Fields
      176
    - Image Fields
      183
    - Advanced Options
      185
      - Example
        185
      - Defining Position Links
        186
      - Defining a Suffix
        187
      - Defining Advanced Group Centering
        188
      - Handling Empty Fields
        189
      - Handling Identical Input Fields
        190
      - Defining Advanced Style Selection
        191
  - Arrange Fields
    192
    - Changing the Sequence of Fields
      192
    - Splitting Fields into Several Tabs
      193
Pricing
195
- Pricing Overview
  196
  - Concepts
    196
    - Calculation Model
      196
      - Intent Calculation Model
        196
      - Manual Calculation Model
        196
      - Excel Calculation Model (Optional)
        196
      - Planner Component
        197
      - Production Plan
        197
      - Estimation Model
        197
      - Result Matrix
        197
      - Decision Component
        197
    - Line Item
      197
      - Result Line Item
        198
      - Line Item Library
        198
    - Tax Package
      198
  - Pricing Process Overview
    198
    - Setup
      198
      - Order Pricing Setup
        198
      - Job Pricing Setup
        199
    - Job Pricing
      199
    - Order Pricing
      199
      - Order Tax Hierarchy
        200
    - Price Management
      200
- Setup
  201
  - Set-up Tax Packages
    201
    - Area-dependent Taxes
      201
    - Multiple Tax Calculation
      201
    - Managing the Tax Packages
      202
      - Creating a Single-tax Package
        202
      - Creating a Multiple-tax Package
        202
      - Setting a Default Tax Package
        203
      - Duplicating a Tax Package
        203
      - Deleting a Tax Package
        203
    - Managing Taxes
      204
      - Creating a Simple Tax
        204
      - Creating an Area-dependent Tax
        204
      - Removing a Tax from a Package
        205
      - Editing a Tax
        205
      - Deleting a Tax
        205
      - Duplicating a Tax
        206
  - Set-up Job Type Pricing
    206
    - Selecting a Job Type
      206
    - Selecting a Template
      206
  - Setting-up Intent Pricing
    206
    - Intent Pricing Examples
      208
      - Postcards Job Type
        208
      - Document Duplication Job Type
        209
  - Setting-up Manual Pricing
    211
- Price Management
  212
- Line Item Library
  215
  - Types of Line Items
    215
    - Setup Line Items
      215
    - Result Line Items
      215
  - Managing the Line Item Library
    215
Managing Site Customization Skins
219
- Creating Skins
  220
  - Accessing The Skin Editor
    220
  - Customizing the Login Page
    220
  - Customizing the Site Frame
    221
  - Customizing the Launch Pad
    222
  - Customizing the Email Banner
    223
  - Customizing the Catalog Banner
    224
  - Saving and Previewing Views
    224
- Editing Skin Elements
  225
  - Accessing the Style Sheet Window
    225
  - Uploading Images
    226
  - Editing the Final Design
    227
- Uploading Designs
  228
  - Converting HTML Pages to .mht Files
    228
- Activating Page Elements
  229
- Managing the Skin Library
  233
  - Accessing the Skin Library
    233
    - Duplicating Skins
      233
  - Assigning Skins to Print Buyers
    234
  - Designating a Default Skin
    234
Production Management
235
- Production Queue Overview
  236
- Managing Jobs in the Production Queue
  237
- Managing Notifications and Alerts
  252
- Producing Jobs
  254
- Delivery Queue
  257
- Track Jobs
  264
  - Searching for Jobs
    264
    - Defining Job Search Criteria
      264
    - Defining and Saving Job Search Information
      267
  - Managing Tracked Jobs
    267
    - Viewing Job Details
      268
    - Changing Job Status
      268
    - Deleting Jobs
      269
    - Viewing and Editing Job Properties
      270
    - Viewing and Editing Job Pricing
      270
    - Viewing and Editing Job Ticket
      271
    - Viewing and Editing Order Pricing
      271
    - Reprinting Job
      272
    - Saving a Job as a Template
      273
    - Searching for an Order
      273
Direct Marketing Links
275
- DirectSmile Image Generator
  276
- XMPie PersonalEffect Integration
  280
  - Installing XMPie PersonalEffect
    280
    - New Setup
      280
    - Upgrade
      281
  - XMPie PersonalEffect Server Information
    281
    - Print Service Provider Side
      281
      - Set-up Configuration
        281
      - Configuration Check
        282
    - Importing an XMPie PersonalEffect Template to the Web Services System
      283
    - Print Buyer Side
      284
      - Ordering From a Template
        284
      - Uploading a Database File
        284
    - Restrictions and Known Limitations
      285
      - Imposition
        285
- USADATA
  285
  - Installing USADATA
    285
    - New Setup
      285
    - Verification
      286
    - Upgrade
      286
  - Creating a Template with a USADATA Database
    287
  - Ordering a Job with a USADATA Database
    289
- Local DB List Acquisition
  291
  - Installing Local DB List Acquisition
    291
    - New Setup
      291
    - Upgrade
      292
  - Creating a Template with a Local Database
    293
  - Ordering a Job with a Local Database
    295
Credit Card
297
- Integrating with Web Services Credit Card Vendors
  298
- Adding Web Services Credit Card Service Vendors
  299
Excel Pricing
301
- Settings in Web Services
  302
  - Assigning Excel Pricing to a Print Buyer
    302
    - Importing/Exporting the Excel Pricing File
      302
- Excel Pricing File Format
  303
  - Understanding the File Format
    303
    - Column A
      303
    - Column B
      304
    - Column C
      308
    - Column D
      309
  - Excel Pricing with the Book Assembly Module
    309
- Excel Programming and Useful Excel Functions
  310
  - IF Function
    310
    - Sample IF Syntax
      310
  - Vlookup Function
    310
  - MATCH
    311
  - INDEX
    311
  - DGET Function
    311
  - VBA
    312
Set
313
- Set Definitions
  314
  - Binding Styles
    314
  - Components
    314
  - Set Pricing
    314
- Defining a Set Job Type
  315
  - Defining Binding Properties
    315
    - Setting General Properties
      315
    - Setting Page Size Properties
      316
    - Setting Material Properties
      316
    - Setting Pricing Properties
      316
  - Defining Component Properties
    316
    - General Properties
      316
    - Paper Selection Properties
      317
      - Paper Category
        317
      - Paper List
        317
    - Color Channel Properties
      317
    - Finishing Properties
      317
    - Pricing Properties
      317
      - Price per Page
        317
      - Pages Quantity Discount
        318
- Defining a Set Preview
  318
  - Preparation
    319
    - Optional Spine
      319
    - Establish the Preview Size
      319
    - Establish the Left and Right Page Position
      320
      - Left Page
        320
      - Right Page
        320
    - Setting up a New Preview
      321
      - Add/Edit Preview Link
        321
    - Setting up a Binding Preview
      321
- Producing a Set Job
  321

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