The setup of ePrint will vary depending on the modules you have purchased with your subscription. This article will assist you in setting up ePrint and can be used to supplement the training process, or it may be used to self-guide the system setup process.
There is no particular order required, the list below will systematically go through the key features to enable you to get started.
When using ePrint, it is recommended that it is used in either the Firefox or Google Chrome browser. A user with Administrator access will be required to complete the system setup.
Standard Setup Requirements
In this section, you will find out how to personalise ePrint with items such as your logo, address details, colour scheme, and email settings. |
1. Appearance/Logo - Changing the Header/Footer
5. Adding Users
7. Email Settings
- Assign an Email Signature to a Template
10. The Phrase Book
Plant & Presses
If you run printing equipment in your business the Plant & Presses setup allows you to determine all the default settings of the machinery you will use in ePrint. It is necessary to set up the machinery and select the appropriate link to learn more.
- Adding a Digital Press
- Adding a Large Format Printer
- Adding a Sheet Fed Offset Press
- Adding a Cutting Table
- Adding a Guillotine
Inventory
Inventory in ePrint is the paper stock or consumables that you will be using to build your estimates. Items can be added manually or as a bulk upload. The article on Inventory Items will provide you with an overview of how to manually add inventory to ePrint which is recommended for Inks. To bulk upload inventory into the system a dedicated spreadsheet is available, this is available in the article Uploading Inventory.
Although users can upload their inventory we recommend allowing our Support team to assist with this for the initial upload.
Customers, Suppliers & Prospects
In ePrint, the CRM is the location that stores all the information for Customers, Suppliers & Prospects. These can be entered manually, one at a time, or we can bulk upload these into your system using our purpose-built spreadsheet. A copy of the spreadsheet is available as an attachment at the bottom of this page; however, it may be easier to send our support team a copy of your current customers, suppliers, and prospects preferably in an Excel or .csv format and we can prepare the data for upload.
Other Costs
In ePrint, 'Other Costs' are the additional costs that may be added to an estimate/job/invoice. This may include a fee for design work, finishing processes such as laminating, or delivery costs. A dedicated article/video on Other Costs is available to understand other costs. We can assist in setting these up, and we suggest a dedicated training call to assist in setting these up.
Additional Items
If you have any further questions, please contact Support.