Chapter 4b - Navigating RedClick Import Wizard

Size: px
Start display at page:

Download "Chapter 4b - Navigating RedClick Import Wizard"

Transcription

1 Chapter Chapter 4b - Navigating RedClick Import Wizard 4b Click on an Import Name to display the template screen Click here to create a new template 2. Click on an existing template by clicking on the import name, or 3. Create a new template by clicking on the edit button to the right of the system default import name. Creating New Upload Templates 1. Click edit next to the system default template to create a new template for uploading multiple lodgements. The following screen will be displayed: RedClick User Guide v1.4 Page 55

2 2. Change the name at the top to an appropriate name for your new template. 3. Scroll down to the bottom of the page and click submit. A pop up box will appear informing you that changes cannot be made to the system default template and giving you the option to create a new template. 4. Click OK. Your new template will now be displayed as a template option in the template selection screen. RedClick User Guide v1.4 Page 56

3 Editing upload templates To edit a template click its edit button. An upload template determines the order in which RedClick reads your upload file. Delimiter Select a file type to import (CSV (comma delimited) is the most common). RedClick will require one of the delimiters identified in the pull down to be able to distinguish columns of data in the file being imported. Below the delimiter selection, the rest of the fields that RedClick uses to produce a label are displayed. The first column details the name of the field in question. The second column details where RedClick will look for the lodgement information. You are given the following options. Term Import column Value Run time option Function Meaning / Use This tells RedClick to search your spreadsheet for the required data from the specified column. This tells RedClick to use the value entered directly into the upload template and not to look in your spreadsheet for that fields data. This tells RedClick to prompt you to provide the information that is to be entered into this field whenever you attempt to upload a file. The information you provide will be entered into every lodgement present in the spreadsheet. This tells RedClick to enter a value based on the function selected. For example if the field is a date you can set the function to always fill the field with today s date. Use the listed fields to map RedClick to the desired layout of your spreadsheet. For more information on what each of the fields represent click on the blue question mark next to each system field. RedClick User Guide v1.4 Page 57

4 Once you are satisfied with your changes, click on the submit button at the bottom of the page. You will then return to the Import Wizard Screen. RedClick User Guide v1.4 Page 58

5 Mandatory upload fields When uploading a lodgement into RedClick a value must be supplied for the following fields as either a value or function within the upload template or as a value within the upload file. Name International default column Domestic default column Job type A A Account ID B B Service D D Date E E Ready time F F Closing time G G Collection country Q (must show New Zealand) Q Delivery address line 1 Z Z Delivery country AF AF (must show New Zealand) Contact name AH AH DOX/NDOX AN AN Type of export AQ Not applicable Non delivery instructions AW Not applicable Parcel group BA Not applicable No. of parcels BB BB Parcel weight BC BC Parcel description BH BH Unit quantity BK BK Unit value BL BL RedClick User Guide v1.4 Page 59

6 Printing Labels After an Upload Please note: If you wish to print labels for uploaded files the following should be considered: When uploading files, you need to include a senders reference for all items in the file you have just uploaded, or you cannot print the bookings from just that file. RedClick gives you the opportunity to print everything you have entered that day, for a range of consignment numbers, or for a specific reference. For more information on printing labels, please see the section on Print Labels in Chapter 5. Helpful Hints It is recommended that as many fields as possible, within the upload template, are set to either Value or Function, reducing the size and complexity of the upload file required. To use the default template for domestic services, it is required that the file uploaded has some data in the mandatory fields, even though they are not all required for domestic services. It is recommended that if the lodgements are domestic only, you create an upload template for domestic labels with fixed values in any fields that do not change between bookings e.g. Parcel description could be set to a value field with A being the hard coded value. This field would then not be required in the uploaded file. Likewise, Collection country and Destination country could be set to New Zealand. Import Rejects When you upload a file into RedClick to create bookings, RedClick provides you with a screen that tells you if the upload has been successful or if there are bookings that need amending before a label can be printed. Import Rejects allows you to see any attempted bookings from uploaded files that have failed and allows you to amend those bookings. Log into RedClick if you have not done so already. RedClick User Guide v1.4 Page 60

7 Click here to display the Import Rejects screen. 1. Click on the Import Rejects link under Order Management. The following page will appear, with the date and time of the import file and the number of rejected records. 2. Click on the Edit link next to the file whose rejected records you want to amend. All errored records for this import file will display as below RedClick User Guide v1.4 Page 61

8 Click on the record that you want to amend. The data fields and data entered for this record will be displayed as below There will be a comment at the top of the page indicating why the record failed when it was first imported. Move to the field you need to RedClick User Guide v1.4 Page 62

9 change, edit the data, then move to the bottom of the page and click Submit You will return to the list of errored records. To resubmit the record or records you have amended first select the tick box next to the record. Now click on arrow beside the Resubmit selected entries drop-down box near the top of the page. Alternatively, if you wish to delete any errored records, select Delete selected entries prior to clicking on the arrow beside this box. When re-submitting the errored booking, your browser will open the screen shown below, the Import Reject Status box, showing you if the booking has been successfully processed or if more amendments are required. Click Home to return to the main menu. Summary Shipping Report The Summary Shipping Report is an easy way for you to see all bookings you have made between specified dates and (for some NZ Post services)* the current delivery status of those bookings. Log into RedClick if you are not already. RedClick User Guide v1.4 Page 63

10 Click here to display the Shipping Summary screen. Click on the Shipping Summary report under Reports / Queries in the Main Menu. The Tracking Summary screen will open as per below: Select a date range (a maximum date range of 31 days is allowed unless another filter is also provided in the cost centre, postcode or reference fields in which case up t o2 years of data can be searched). Select your preferred sort criteria (reference, date entered, order date, or tracking date (i.e. last tracking event)). Now Click on Submit. A list of all bookings placed with the search parameters you have selected will be shown, as per below. The Status and Data fields will show the most recent update to tracking information for each booking. RedClick User Guide v1.4 Page 64

11 To see the detailed history of any particular booking, click on the number at the far left for the booking (in blue). A new window will open showing a tabbed view of information about that booking. Click on the Tracking tab to see a detailed history of tracking events for the booking selected*. For tracked services, there is also a link at the bottom of this page (in blue) to the NZ Post Tracking website. RedClick User Guide v1.4 Page 65

12 *NZ Post services that RedClick provides tracking information for include: International Express Courier (International Outbound) International Economy Courier (International Outbound) RedClick User Guide v1.4 Page 66

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

User Manual - Sales Lead Tracking Software

User Manual - Sales Lead Tracking Software User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,

More information

Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2

Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2 Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2 University of Sheffield Contents 1. Introduction... 3 2. Installing the Mail Tweak Plug-In... 4 2.1 DOWNLOADING MAIL TWEAK... 4 2.2

More information

HireTouch Sending Applicant Correspondences (Emails)

HireTouch Sending Applicant Correspondences (Emails) HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available

More information

Teacher References archived classes and resources

Teacher References archived classes and resources Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.

More information

Module 9 Ad Hoc Queries

Module 9 Ad Hoc Queries Module 9 Ad Hoc Queries Objectives Familiarize the User with basic steps necessary to create ad hoc queries using the Data Browser. Topics Ad Hoc Queries Create a Data Browser query Filter data Save a

More information

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at:

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at: TRIM: Web Tool Accessing TRIM Records through the Web The TRIM web tool is primarily aimed at providing access to records in the TRIM system. While it is possible to place records into TRIM or amend records

More information

EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET

EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET QUICK GUIDE Since Columbus City Schools were closed eight days during the 2013-2014 school year due to weather, three of those days will be made up

More information

COLLABORATION NAVIGATING CMiC

COLLABORATION NAVIGATING CMiC Reference Guide covers the following items: How to login Launching applications and their typical action buttons Querying & filtering log views Export log views to Excel User Profile Update info / Change

More information

Click on Faculty & Staff Then Staff Resources. Click on Kiosk

Click on Faculty & Staff Then Staff Resources. Click on Kiosk Click on Faculty & Staff Then Staff Resources Click on Kiosk 1 Login For First Time Users without a password, you will want to click where the arrow is instructing you. When prompted, you must use your

More information

Using Mail Merge in Microsoft Word

Using Mail Merge in Microsoft Word Using Mail Merge in Microsoft Word Creating the main document On the menu bar, click on Tools. From the pull down menu, select Letters & Mailings, then select Mail Merge... A task pane will appear on the

More information

The purpose of this User Guide is to provide users with guidance on the following:

The purpose of this User Guide is to provide users with guidance on the following: LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Re-opening

More information

MICROSOFT ACCESS 2007 BOOK 2

MICROSOFT ACCESS 2007 BOOK 2 MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened

More information

Learning Services IT Guide. Access 2013

Learning Services IT Guide. Access 2013 Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored

More information

VDF Query User Manual

VDF Query User Manual VDF Query User Manual Page 1 of 25 Table of Contents Quick Start... 3 Security... 4 Main File:... 5 Query Title:... 6 Fields Tab... 7 Printed Fields... 8 Task buttons... 9 Expression... 10 Selection...

More information

STAMPIN UP! Customer Manager and Mailing Selector Users Guide

STAMPIN UP! Customer Manager and Mailing Selector Users Guide STAMPIN UP! Customer Manager and Mailing Selector Users Guide STAMPIN UP! Customer Manager and Mailing Selector Users Guide 2006 Stampin' Up! 12907 South 3600 West Riverton, UT 84065 www.stampinup.com

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password Chapter 27 Personal Training FrontDesk v4.1.25 PT Specific Program Options Empl oyees Contract Templates Personal Training Window in Contract Wizard Contract Manager / Personal Training Information Clear

More information

FrontPage 2003: Forms

FrontPage 2003: Forms FrontPage 2003: Forms Using the Form Page Wizard Open up your website. Use File>New Page and choose More Page Templates. In Page Templates>General, choose Front Page Wizard. Click OK. It is helpful if

More information

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins) Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.

More information

Ad Hoc Reporting: Data Export

Ad Hoc Reporting: Data Export Ad Hoc Reporting: Data Export Contents Ad Hoc Reporting > Data Export... 1 Export Format Options... 3 HTML list report (IMAGE 1)... 3 XML (IMAGE 2)... 4 Delimited Values (CSV)... 4 Fixed Width (IMAGE 10)...

More information

User Guide. November 2010

User Guide. November 2010 User Guide November 2010 Table of Contents Contact information...4 Support from your AppShore account...4 Support from www.appshore.com...4 Support from the AppShore team...4 Logging into AppShore...5

More information

Radius Maps and Notification Mailing Lists

Radius Maps and Notification Mailing Lists Radius Maps and Notification Mailing Lists To use the online map service for obtaining notification lists and location maps, start the mapping service in the browser (mapping.archuletacounty.org/map).

More information

Creating and Managing Online Surveys LEVEL 2

Creating and Managing Online Surveys LEVEL 2 Creating and Managing Online Surveys LEVEL 2 Accessing your online survey account 1. If you are logged into UNF s network, go to https://survey. You will automatically be logged in. 2. If you are not logged

More information

The PTA s new membership website database and dues reporting system

The PTA s new membership website database and dues reporting system M3 The PTA s new membership website database and dues reporting system State Level Actions from Task Menu M3 CAPABILITIES The State must authorize a user to have access to M3. The State s authorized users

More information

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide Supply Network Collaboration (SNC) is a web-based SAP application that

More information

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side Lead Management The purpose of this User Guide is to provide users with guidance on how to create and manage leads. The guide has been split into a number of sections for ease of reference: Creating a

More information

Using Ad-Hoc Reporting

Using Ad-Hoc Reporting Using Ad-Hoc Reporting The purpose of this guide is to explain how the Ad-hoc reporting function can be used to produce Management Information from client and product data held in the Key. The guide will

More information

How Do I Upload Multiple Trucks?

How Do I Upload Multiple Trucks? How Do I Upload Multiple Trucks? 1. Log into account. Please see the How Do I Log into My Account? document (DOC-0125) for additional assistance with logging into PrePass.com. 2. On the Admin Home tab,

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

dhl ONLINE SHIPPING USER GUIDE

dhl ONLINE SHIPPING USER GUIDE Click & Ship dhl ONLINE SHIPPING USER GUIDE http://bookuk.dhl.com A customer guide for sending time definite international and domestic shipments online 2 Click & Ship contents contents 04 Getting started

More information

Directed Enhanced Services User Guide. Emergency Hormonal Contraception

Directed Enhanced Services User Guide. Emergency Hormonal Contraception Directed Enhanced Services User Guide Emergency Hormonal Contraception 1 Contents 1. Contents 2 2. General Information 3 2.1 Accessing the website 3 2.2 Logging on 3 3. Sexual Health 5 3.1 Add New Claim

More information

COSTARS Sales Reporting Manual December 2013

COSTARS Sales Reporting Manual December 2013 COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

Getting Started with Access 2007

Getting Started with Access 2007 Getting Started with Access 2007 1 A database is an organized collection of information about a subject. Examples of databases include an address book, the telephone book, or a filing cabinet full of documents

More information

Intellect Platform - Tables and Templates Basic Document Management System - A101

Intellect Platform - Tables and Templates Basic Document Management System - A101 Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System

More information

SonicWALL GMS Custom Reports

SonicWALL GMS Custom Reports SonicWALL GMS Custom Reports Document Scope This document describes how to configure and use the SonicWALL GMS 6.0 Custom Reports feature. This document contains the following sections: Feature Overview

More information

How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software

How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software There are three phases to completing the transfer process. Phase I Phase II Phase III Export

More information

UW- Green Bay QuickBooks Accounts Receivable User Manual

UW- Green Bay QuickBooks Accounts Receivable User Manual UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering

More information

Mitigation Planning Portal MPP Reporting System

Mitigation Planning Portal MPP Reporting System Mitigation Planning Portal MPP Reporting System Updated: 7/13/2015 Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button. Within the system, you can

More information

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge Training Guide: Customers CRM Version 001 Training Prerequisite: Basic System Knowledge Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 1 Table of Contents Introduction... 3

More information

Exporting Client Information

Exporting Client Information Contents About Exporting Client Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Client Information Exporting Client Information About Exporting Client Information Selected

More information

View Payments. User Guide. Online Merchant Services

View Payments. User Guide. Online Merchant Services View Payments User Guide Online Merchant Services Copyright Statement Copyright 2010 by American Express Company. All rights reserved. No part of this document may be reproduced in any form or by any electronic

More information

Mitigation Planning Portal (MPP) Tutorial Canned Reports Updated 5/18/2015

Mitigation Planning Portal (MPP) Tutorial Canned Reports Updated 5/18/2015 Mitigation Planning Portal (MPP) Tutorial Canned Reports Updated 5/18/2015 MPP Reporting System Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button.

More information

Chapter 4. Suppliers

Chapter 4. Suppliers Chapter 4 Suppliers 87 88 Create a New Supplier Click Suppliers at top bar of buttons on main screen. Click New Supplier. Suppliers section New Supplier This will bring you to the Supplier Wizard section.

More information

Advanced Excel 10/20/2011 1

Advanced Excel 10/20/2011 1 Advanced Excel Data Validation Excel has a feature called Data Validation, which will allow you to control what kind of information is typed into cells. 1. Select the cell(s) you wish to control. 2. Click

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it.

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites

More information

I. Setting Listserv password

I. Setting Listserv password I. Setting Listserv password Before you can manage the Listserv lists that you own, you will need to set up a Listserv password. This is a one- time procedure, although for security purposes it is a good

More information

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW GET STARTED WITH INFLOW quick start guide Welcome to the inflow Community! This quick-start guide includes all the important stuff to get you tracking your inventory before you know it! Just follow along

More information

THE CHILDREN S HEALTH NETWORK CONTRACTING TOOL TRAINING MANUAL

THE CHILDREN S HEALTH NETWORK CONTRACTING TOOL TRAINING MANUAL THE CHILDREN S HEALTH NETWORK CONTRACTING TOOL TRAINING MANUAL 1 TCHN CONTRACTING TOOL TABLE OF CONTENTS 2 Overview 3 Step by Step Instructions 3 Logging In 4 The Main Menu Options 5 Creating Custom Lists

More information

Reporting User Guide. Version Oct 2011 Page 1 of 65

Reporting User Guide. Version Oct 2011 Page 1 of 65 Version Oct 2011 Page 1 of 65 Table of Contents Purpose...3 1. Quick Balances...3 1.1. Quick Balances Setup...3 2. Scheduled Statement Reporting...5 2.1. Scheduled Daily Operating Account Statement...5

More information

Creating a New Excel Survey

Creating a New Excel Survey The purpose of this guide is to give you an overview of the Microsoft Office 365 Excel web application. Creating a New Excel Survey Log in to Office 365 using your student ID and password in the usual

More information

MyCampus Job Aid. Document Control. Graduation Parchments Version: 1.0. Title: Production/Review Date March 2015. Next review due: January 2016

MyCampus Job Aid. Document Control. Graduation Parchments Version: 1.0. Title: Production/Review Date March 2015. Next review due: January 2016 MyCampus Job Aid Document Control Title: Graduation Parchments Version: 1.0 Owner: Linsay Black Production/Review Date March 2015 Review action: Update Next review due: January 2016 This document outlines

More information

Real Estate Reports Overview Quick Reference Guide

Real Estate Reports Overview Quick Reference Guide Real Estate Reports Overview Quick Reference Guide Overview This guide shows you the options available for customising the standard RE reports available in SAP. It covers the following: Using individual

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Norwex Office Suite: The Consultant Experience

Norwex Office Suite: The Consultant Experience Norwex Office Suite: The Consultant Experience This document describes what you, as a consultant, will experience when you log onto your Norwex Office Suite website. You will be required to access your

More information

Exporting Contact Information

Exporting Contact Information Contents About Exporting Contact Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Contact Information Exporting Contact Information About Exporting Contact Information

More information

Mail Merge Creating Mailing Labels 3/23/2011

Mail Merge Creating Mailing Labels 3/23/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1 Export Ad-hoc to Excel Choose the Reports Tab and then the Export/Ad hoc file button Export Ad-hoc to Excel - 1 Choose the fields for your report 1) The demographic fields are always listed in the right

More information

Hatco Lead Management System: http://hatco.scangroup.net/

Hatco Lead Management System: http://hatco.scangroup.net/ Hatco Lead Management System User Guide General Notes: The Hatco Lead Management System (HLMS) is designed to work with modern web browsers, such as Internet Explorer 9 or newer, Firefox, Chrome & Safari.

More information

Despatch Manager Online

Despatch Manager Online Despatch Manager Online Shipper User Training Guide July 2014 Version 1.2 Version 27/07/14 RMDMO Helpdesk 08456 047267 Contents Using the DMO Shipping System... 4 Where to Start... 4 The DMO Shipping System...

More information

Wireless Guest Server User Provisioning Instructions

Wireless Guest Server User Provisioning Instructions Introduction The wireless guest server solution provides a simple means of utilizing the University s network resources while securing access to critical network areas. Guests of the University who require

More information

Support Desk Help Manual. v 1, May 2014

Support Desk Help Manual. v 1, May 2014 Support Desk Help Manual v 1, May 2014 Table of Contents When do I create a ticket in DataRPM?... 3 How do I decide the Priority of the bug I am logging in?... 3 How do I Create a Ticket?... 3 How do I

More information

Document Revision Date: August 14, 2014. Create a New Data Protection Policy in the Symantec.cloud Management Portal

Document Revision Date: August 14, 2014. Create a New Data Protection Policy in the Symantec.cloud Management Portal Document Revision Date: August 14, 2014 Create a New Data Protection Policy in the Symantec.cloud Management Portal Create a New Data Protection Policy i Contents Configure Data Protection Settings in

More information

Magento module Documentation

Magento module Documentation Table of contents 1 General... 4 1.1 Languages... 4 2 Installation... 4 2.1 Search module... 4 2.2 Installation in Magento... 6 2.3 Installation as a local package... 7 2.4 Uninstalling the module... 8

More information

Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide

Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide March 2013 Education Solutions Development, Inc. What s Inside The information in this reference

More information

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS OPA DATABASE GUIDE FOR PUBLIC USERS - MARCH 2013 VERSION 5.0 CONTENTS Manufacturers 1 Manufacturers 1 Registering a Manufacturer 2 Search Manufacturers 3 Advanced Search Options 3 Searching for Manufacturers

More information

University of Colorado Denver University Web Services 3

University of Colorado Denver University Web Services 3 STUDENT GUIDE SharePoint 401: Web Forms Course Plan Module 1: An Introduction to SharePoint web forms at CU Denver Learning Objectives Understand the function and customization of web forms at CU Denver

More information

Teacher Activities Page Directions

Teacher Activities Page Directions Teacher Activities Page Directions The Teacher Activities Page provides teachers with access to student data that is protected by the federal Family Educational Rights and Privacy Act (FERPA). Teachers

More information

MailChimp Instruction Manual

MailChimp Instruction Manual MailChimp Instruction Manual Spike HQ This manual contains instructions on how to set up a new email campaign, add and remove contacts and view statistics on completed email campaigns from within MailChimp.

More information

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout SharePoint Tools Create a Custom List Show Page Editing Tool Bar (If your Editing toolbar is not displaying) 1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit

More information

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15 Agency Rates Approver Page 1 of 15 Contents Page 1.0 Getting Started..3 2.0 Notifications...6 3.0 Viewing & Approving Agency Contracts...7 3.1 Querying Agency Rates.....9 3.2 Authorising an Agency Rates

More information

Creating tables in Microsoft Access 2007

Creating tables in Microsoft Access 2007 Platform: Windows PC Ref no: USER 164 Date: 25 th October 2007 Version: 1 Authors: D.R.Sheward, C.L.Napier Creating tables in Microsoft Access 2007 The aim of this guide is to provide information on using

More information

SiteBuilder E-Shop User Guide

SiteBuilder E-Shop User Guide SiteBuilder E-Shop User Guide Contents What is eshop?... 3 Setting up eshop for the first time... 4 Setting up your ordering information... 4 Deciding how to process orders... 5 Setting your general configuration

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

April 2010. 2007, 2008, 2009, 2010 GXS, Inc. All Rights Reserved.

April 2010. 2007, 2008, 2009, 2010 GXS, Inc. All Rights Reserved. April 2010 2007, 2008, 2009, 2010 GXS, Inc. All Rights Reserved. Licenses and Trademarks All product names are copyrights and registered trademarks/tradenames of their respective owners. Information in

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Chapter 10 Encryption Service

Chapter 10 Encryption Service Chapter 10 Encryption Service The Encryption Service feature works in tandem with Dell SonicWALL Email Security as a Software-as-a-Service (SaaS), which provides secure data mail delivery solutions. The

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Frog VLE Update. Latest Features and Enhancements. September 2014

Frog VLE Update. Latest Features and Enhancements. September 2014 1 Frog VLE Update Latest Features and Enhancements September 2014 2 Frog VLE Update: September 2014 Contents New Features Overview... 1 Enhancements Overview... 2 New Features... 3 Site Backgrounds...

More information

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status Document Generation Date 7/8/2009 Last Changed by Status Final System Office Create Communication Template Concept If you frequently send the same Message Center communication to selected students, you

More information

Compliance Document Manager User Guide

Compliance Document Manager User Guide Compliance Document Manager User Guide CONTENTS Overview...2 System Requirements...2 Log In...3 Navigation...4 Navigating Compliance Manager...4 Screen Vendors...5 Manage Oversight...6 My Calendar...6

More information

University Performance Management Maintain Reporting Relationships Tool

University Performance Management Maintain Reporting Relationships Tool Management Maintain Reporting Relationships Tool The Maintain Reporting Relationships tool is used to maintain Manager Employee and HR Administrative Manager relationships for use in University Performance

More information

Creating and Managing Audax Online Entry using Active Network

Creating and Managing Audax Online Entry using Active Network Creating and Managing Audax Online Entry using Active Network 1 Logging in If you do not have an Active Network account, contact the Audax Active Network Administrator, Garry Armsworth, at gwarm.24@gmail.com

More information

Infoview XIR3. User Guide. 1 of 20

Infoview XIR3. User Guide. 1 of 20 Infoview XIR3 User Guide 1 of 20 1. WHAT IS INFOVIEW?...3 2. LOGGING IN TO INFOVIEW...4 3. NAVIGATING THE INFOVIEW ENVIRONMENT...5 3.1. Home Page... 5 3.2. The Header Panel... 5 3.3. Workspace Panel...

More information

Administration for the LGfL StaffMail system is available via the LGfL Support Site. From within this site you have the ability to:

Administration for the LGfL StaffMail system is available via the LGfL Support Site. From within this site you have the ability to: Administering LGfL StaffMail using the LGfL Support Site Administration for the LGfL StaffMail system is available via the LGfL Support Site. From within this site you have the ability to: Create/Delete/Edit

More information

Guidelines for Creating Reports

Guidelines for Creating Reports Guidelines for Creating Reports Contents Exercise 1: Custom Reporting - Ad hoc Reports... 1 Exercise 2: Custom Reporting - Ad Hoc Queries... 5 Exercise 3: Section Status Report.... 8 Exercise 1: Custom

More information

Guide to Using the NIMC Audit Spreadsheet

Guide to Using the NIMC Audit Spreadsheet National Inpatient Medication Chart Guide to Using the NIMC Audit Spreadsheet 2012-1 - Table of contents Section Chapter Page 1 Introduction 3 2 Installation the NIMC Audit Spreadsheet 3 3 Entering patient

More information

Microsoft Access 2010 Overview of Basics

Microsoft Access 2010 Overview of Basics Opening Screen Access 2010 launches with a window allowing you to: create a new database from a template; create a new template from scratch; or open an existing database. Open existing Templates Create

More information

Wealth and Investment Management Intermediaries. Online Banking. Bulk Payments User guide

Wealth and Investment Management Intermediaries. Online Banking. Bulk Payments User guide Wealth and Investment Management Intermediaries Online Banking Bulk Payments User guide Contents Contents 1. Introduction 3 2. Log in steps 4 3. Make BACS payments 5 3.1 Select BACS from account 6 3.2

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Introduction to Microsoft Access 2003

Introduction to Microsoft Access 2003 Introduction to Microsoft Access 2003 Zhi Liu School of Information Fall/2006 Introduction and Objectives Microsoft Access 2003 is a powerful, yet easy to learn, relational database application for Microsoft

More information

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012)

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...

More information

Accounts Receivable: Importing Remittance Data

Accounts Receivable: Importing Remittance Data Updated December 2015 Contents...3 Getting Started...3 Configuring the Excel Spreadsheet...3 Importing the Data...5 2015 ECi Software Solutions, Inc. This feature lets you import check remittance information

More information

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents MicroStrategy Quick Guide: Reconciliation Expense Report Contents Log In, Navigate to Dashboard... 2 Review Budget in Dashboard... 4 Re-Prompt Dashboard... 4 Export Summary Budget to Excel... 5 Open Reconciliation

More information