What can Planet Press do for me?

1. What can Planet Press do for me?

2. Welcome Connect Conference 2013 This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire

3. What can Planet Press do for me? Explore the power of PlanetPress with advanced topics such as the Magic Pen, complex flows and a document retrieval process. Imagine printing an invoice flow with all signed paperwork such as install tickets and quotes!

4. ECi Professional Services • ECi Professional Services utilizes the latest technology to provide consulting and training in the following areas: one on one phone training, Webinars, On Site Consulting, e-commerce and web page consulting, Custom Reports, Formats, variable data printing service via Planet Press and many more exciting things!

5. Custom Formats • Simple Quote / Simple Invoice (Print Group) • Simple Quote / Simple Invoice with Details • A/P Check Format • Customer Deposit Request

6. Simple Quote / Simple Invoice Print Groups

7. Simple Quote / Simple Invoice Print Groups with Details

8. A/P Check Format

9. A/P Check Format • Routing Number and Account Number can be added to the check format (MCIR Line) • ECi and Planet Press suggest using magnetic ink to print the MCIR Line • Magnetic Ink can be read through optical readers

10. Deposit Request

11. Custom Work Flow • Send Day End Reports to PDF • Email last page of proc to DDMS keyop to check to see if day end completed

12. Day End PDF

13. Save Print Jobs as a Text File

14. Save Print Jobs as a Text File • Create a custom branch to send all print jobs to a folder as a text file • These text files (ex. (TR) [B], Month End (TB)) can be then sent back through the Planet Press Work Flow and printed again

15. Save PDF during Printing

16. Save PDF during Printing • Create a PDF version of the report or invoice during the printing cycle • Planet Press can also email the report to group of individuals every time the report is run

17. Reply To Email Setting

18. Reply To Email Setting • Create text conditions on the overlay to use when a client replies to the email, the email is directed to the salesperson on the order • Users could also create an alias account and then redirect the email to the entire division (example: purchasing@ecisolutions.com)

19. Text Condition Logo Change • Planet Press gives the user the ability to create a text condition to change the company logo • Office Furniture dealers are creating sub companies to venture into the Health Care line. Planet Press can change the logo from your main logo to your new health care logo

20. Text Condition Logo Changes

21. Text Condition Logo Change

22. Document Retrieval Process • Customer Statements can be sent via email including all of the invoices on the statements • Retrieving and printing all invoices associated with a project with a simple reprint • Print all additional paper work with invoice (example: signed delivery paper work, signed quote paper work)

23. What can Planet Press do for me? Don’t forget to turn in your session survey for a chance to win a $250 gift certificate Surveys can be turned in at the Conference Registration in the Trinity Foyer or in the Lab located in the Pegasus Ballroom (both located on the lobby level)

24. What can Planet Press do for me?

25. Customer Service & Support Contact Information • Support • 800-366-4778 • Monday – Friday • 7AM-7PM CST • Training • 800-959-3367 Option 5 • professional.services@ecisolutions.com • Virtual class training • One on One training • Onsite training