Order Workflows

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Order workflows are the configurable processes through which users procure print. Users choose their desired order workflow from the Order Entry main screen at the beginning of the ordering process.

Order workflows include:

Document Submission. This order workflow allows users to upload files directly from their personal computer or system network and configure print options as desired.
Catalogs/Personalized Products. Catalogs contain preconfigured documents and personalized products that are available for ordering in a shopping environment where they can be browsed, previewed, and procured.

Active defines if the workflow is displayed. To make active or inactive, click the active checkbox and click Save.

Document Submission Workflow Settings

This order workflow allows users to upload files directly from their personal computer or system network and configure print options as desired.

Enter a name for the order workflow in the Name field.
Enter a description of the order workflow in the Description field. This is the label for the order workflow that users will see on the Order Entry screen.
To select an existing image, use the Display Images of Type drop-down menu to choose a category of images. Then click the Use link next to the image you would like to use.
To upload a new image, click the Upload New Image(s) link. The system displays a new screen from which you can upload up to five images. Click the Browse button to select the image file(s) from your system. Enter a Description and select an image category from the Type drop-down menu. Then click the Upload Images button.
If you would like to designate only one print center to produce orders placed with this workflow, select it from the Print Center drop-down menu. Do not make a selection if you would like users to have the ability to select a print center.
Use the drop-down menu Allow access to this Workflow from the following Groups to specify which groups of users are permitted access to this workflow. If you would like all users to have the ability to access this workflow, select All Groups.
Use the Restrict payment methods to select drop-down menu if you would like to restrict this workflow to a particular payment method.
Use the Custom Data drop-down menu to indicate whether users can specify custom data for a recipient during the ordering process.
Use the Format drop-down menu to restrict the format method to only one option. Users will not be able to select a different format method during the ordering process. Select "User Select" to allow the user to select from multiple formats.
Use the Paper Stock and corresponding Color drop-down menus to restrict the paper stock/color to only one option. Users will not be able to select a different paper stock/color during the ordering process. Select "User Select" to allow the user to select from multiple paper stocks/colors.
Use the Binding drop-down menu to restrict the binding to only one option. Users will not be able to select a different binding during the ordering process. Select "User Select" to allow the user to select from multiple bindings.
Use the Single Binder Access drop-down menu to specify whether the ability to combine files into a single document is available, unavailable, required, or the default option.
Use the Front Cover and Back Cover and corresponding Color drop-down menus to restrict the front/back cover and color to only one option. Users will not be able to select a different front/back cover and color during the ordering process. Select "User Select" to allow the user to select from multiple front/back covers and colors.
Use the Number of Documents Allowed field to restrict the number of files users can upload. For no restriction, leave the value as 99999.
Use the Minimum Order Quantity field to set the minimum order quantity for this workflow. This value is typically left at 1.
Use the Special Production Instructions field to enter any production instructions you would like to include with every order.
Use the checkboxes in the Additional Instructions section to configure the interface users will see during this workflow. Select or clear each checkbox as desired for each option:

Preference	Description
Display Pricing to the Buyer	Displays pricing to the buyer as they make their product selections.
Show only order totals on the receipt	Will not itemize pricing. The total order value will be shown on the receipt the cost of the items ordered will not be itemized.
Require orders to be named	Require users to specify a name for the order.
Enable print buyer to select print center	Allow users to select from a list the print center to which the order will be routed.
Restrict Print Center to buyer region	If print center regions have been defined, in Step 1 of the ordering process show only the print centers in the user's region.
Enable order templates	Allow users to select an order template which defines specific production characteristics for the order.
Require print buyer to approve preview	Do not allow users to proceed to Step 2 until they have selected a checkbox to confirm that they have previewed the files for accuracy.
Enable production charge items for Operators/CSR roles	Allows the addition of production charge items when an administrator or CSR is ordering on behalf of another user. The buyer will not see these options.
Enable special instructions	Allow users to enter special instructions for the order.
Enabled print buyer to select email notifications for recipient(s)	Allow notification emails to be sent to order recipients.
Enable Print Buyers to upload files	Allow users to upload files from their system.
Enable Personal Filing Cabinet for Print Buyers	Allow users to select files from a file cabinet.
Enable print buyer to bypass PDF conversion	Allows buyer to skip conversion process not creating a PDF file.
Enable network file paths	Allow users to specify a network file path for the order to be available as a link from which the print center will retrieve the file for printing.
Enable Hardcopy drop-off	Do not allow users to submit documents in hard copy (paper) format by physically taking them to the print center.
Enable page exceptions	Allow users to indicate that specific pages in a file should be printed differently from the rest.
Enable mixed page sizes for combined documents	In Step 2 of the ordering process
Enable print buyer to add tabs	Allow users to add tabs and dividers.
Enable buyer to change finished size	Allow users to select the finished size for their document.
Enable unique print options for each recipient	Allow users to change the configuration of the order per recipient.
Enable quantity per recipient instead of per document	Allow users to specify the number of copies to be sent to each recipient.
Enable cover pages	Allow users to include cover pages for order recipients.
Enable delivery time selection	Allow users to specify a delivery time.
Limit delivery address to print buyer	Do not allow buyer to select additional delivery addresses.
Enable recipient list upload	Allow users to add multiple recipients to an order by uploading a CSV file.
Enable print buyer to select delivery date and time	Allow users to indicate the date and time by which they would like the order delivered.
Enable the print buyer to be the default recipient for orders	The buyer is automatically set as the recipient of any order they create as opposed to selecting themselves as the user as a recipient.
Enable unique special instructions per recipient	Allow users to indicate special instructions for each recipient.
Enable proof requests	Allow users to request a hard copy proof of the order before it is produced.
Enable print buyer to select proof date and time	Allow users to specify the date and time by which they would like to receive a proof.
Enable print sample recipient	Enables the buyer to set a different recipient for a sample or proof of the order.
This workflow is not displayed on the user home page	Does not display workflow on the homepage
This workflow is framed within another site	Used in cases when a user is “punching out” from another website. The UI behaves differently.
Product preview mode	Set the type of preview available to the customer. Options are Do not display preview, document level preview, and full page preview.

Use the Advanced Finishing Options: Order Level fields to indicate whether specific finishing options are available in this workflow at the order level (i.e., for all documents in the order as a whole). The Note field beside some of the finishing options can be used to enter any special notes or instructions.
Use the Document Level Finishing Options fields to indicate whether specific finishing options are available in this workflow at the individual document level. The Note field beside some of the finishing options can be used to enter any special notes or instructions.
Click the Save button.

Catalog/Personalized Products Workflow

Catalogs contain preconfigured documents (Filing Cabinet documents) and personalized products that are available for ordering in a shopping environment where they can be browsed, previewed, and procured.

Enter a name for the order workflow in the Name field.
Enter a description of the order workflow in the Description field. This is the label for the order workflow that users will see on the Order Entry screen.
Use the Allow access to this Workflow from the following Groups drop-down menu to specify which groups of users are permitted access to this workflow. If you would like all users to have the ability to access this workflow, select All Groups.
Use the checkboxes in the Instructions section to configure the interface users will see during this workflow. Select or clear each checkbox as desired for each option:

Preference	Description
Display pricing to the buyer	Displays pricing to the buyer as they make their product selections.
Display quantity on hand for inventory items	Show the available quantity of each item.
Display SKU values	Display the SKU for the filing cabinet item.
Enable Order Name	Allows users to enter a name for their order.
Require orders to be named	Require users to specify a name for the order.
Require the user to view products details page	Do not allow users to proceed to Step 2 until they have selected a checkbox to confirm that they have previewed the files for accuracy.
Enable print buyer to add special instructions	Allow users to indicate special instructions.
Limit delivery address to print buyer	Do not allow buyer to select additional delivery addresses.
Enable print buyer to select delivery date and time	Allow users to indicate the date and time by which they would like the order delivered.
Enable the print buyer to be the default recipient	The buyer is automatically set as the recipient of any order they create as opposed to selecting themselves as add the user as a recipient.
Enable quantity per recipient instead of per document	Allow users to specify the number of copies to be sent to each recipient.
Enable cover page	Allow users to include cover pages for order recipients.
Enable delivery time selection	Allow users to specify a delivery time.
Enable proof requests	Allow users to request a hard copy proof of the order before it is produced.
Enable print buyer to select proof date and time	Allow users to specify the date and time by which they would like to receive a proof.
Enable external link for recipient selection	Enables external recipients to be selected.
This workflow is not displayed on the user home page	Does not display workflow on the homepage.
This workflow is framed within another site	Used in cases when a user is “punching out” from another website. The UI behaves differently.

Oversized/Wide Format

This workflow allows users to order Oversized and/or Wide format Documents.

Enter a name for the order workflow in the Name field.
Enter a description of the order workflow in the Description field. This is the label for the order workflow that users will see on the Order Entry screen.
Use the Allow access to this Workflow from the following Groups drop-down menu to specify which groups of users are permitted access to this workflow. If you would like all users to have the ability to access this workflow, select All Groups.
Use the checkboxes in the Instructions section to configure the interface users will see during this workflow. Select or clear each checkbox as desired for each option:

Preference	Description
Display Pricing to the Buyer	Displays pricing to the buyer as they make their product selections.
Show only order totals on the receipt	The total order value will be shown on the receipt the items ordered will not be itemized.
Require orders to be named	Require users to specify a name for the order.
Enable print buyer to select print center	Allow users to select from a list the print center to which the order will be routed.
Restrict Print Center to buyer region	If print center regions have been defined, in Step 1 of the ordering process show only the print centers in the user's region.
Enable order templates	Allow users to select an order template which defines specific production characteristics for the order.
Require print buyer to approve preview	Do not allow users to proceed to Step 2 until they have selected a checkbox to confirm that they have previewed the files for accuracy.
Enable production charge items for Operators/CSR roles	Allows the addition of production charge items when an administrator or CSR is ordering on behalf of another user. The buyer will not see these options.
Enable special instructions	Allow users to enter special instructions for the order.
Enabled print buyer to select email notifications for recipient(s)	Allow notification emails to be sent to order recipients.
Enable Print Buyers to upload files	Allow users to upload files from their system.
Enable Personal Filing Cabinet for Print Buyers	Allow users to select files from a file cabinet.
Enable print buyer to bypass PDF conversion	Allows buyer to skip conversion process not creating a PDF file.
Enable network file paths	Allow users to specify a network file path for the order to be available as a link from which the print center will retrieve the file for printing.
Enable Hardcopy drop-off	Do not allow users to submit documents in hard copy (paper) format by physically taking them to the print center.
Restrict to large format paper size(s)	This does not allow a user to upload a standard size and then increase the size to wide format. The buyer must upload a wide format document.
Enable page exceptions	Allow users to indicate that specific pages in a file should be printed differently from the rest.
Enable mixed page sizes for combined documents	In Step 2 of the ordering process.
Enable print buyer to add tabs	Allow users to add tabs and dividers.
Enable unique print options for each recipient	Allow users to change the configuration of the order per recipient.
Enable quantity per recipient instead of per document	Allow users to specify the number of copies to be sent to each recipient.
Enable cover pages	Allow users to include cover pages for order recipients.
Enable delivery time selection	Allow users to specify a delivery time.
Limit delivery address to print buyer	Do not allow buyer to select additional delivery addresses.
Enable recipient list upload	Allow users to add multiple recipients to an order by uploading a CSV file.
Enable print buyer to select delivery date and time	Allow users to indicate the date and time by which they would like the order delivered.
Enable the print buyer to be the default recipient for orders	The buyer is automatically set as the recipient of any order they create as opposed to selecting themselves as the user as a recipient.
Enable unique special instructions per recipient	Allow users to indicate special instructions for each recipient.
Enable proof requests	Allow users to request a hard copy proof of the order before it is produced.
Enable print buyer to select proof date and time	Allow users to specify the date and time by which they would like to receive a proof.
Enable print sample recipient	Enables external recipients to be selected.
This workflow is not displayed on the user home page	Does not display workflow on the homepage.
This workflow is framed within another site	Used in cases when a user is “punching out” from another website. The UI behaves differently.
Advanced Finishing Options: Order, Document or Binder level Options	This area allow you to select which finishing option are available for user selection during the workflow. Finishing items not set to Operator Access Only will appear. Items set to Required will be included in orders placed with this workflow –users will not be able to deselect.