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Planet Press: Advanced Techniques

Planet Press: Advanced Techniques. 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.

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Planet Press: Advanced Techniques

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  1. Planet Press: Advanced Techniques

  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. Planet Press: Advanced Techniques Planet Press is a powerful tool that provides endless customization to your businesses workflow. This presentation will explore more advanced techniques of enhancing your brand, improving customer-facing document delivery, and optimizing your business flow.

  4. Planet Press: Advanced Techniques Videos and Other Resources • DDMS Training Videos: • Objectif Lune Resource Center & Knowledgebase: • http://www.ecisolutions.com/getplanetpress/vid/default.htm • http://www.objectiflune.com/

  5. Planet Press: Advanced Techniques Agenda • PlanetPress Designer • Enhance document appearance based on conditions • PlanetPress Configuration • Customize printing and emailing workflows • Troubleshooting Techniques • Common issues and resolutions

  6. Planet Press: Advanced Techniques Sample Data • Sample Data • The raw text file passed from DDMS to Planet Press • Drives nearly all aspects of Planet Press • Required for troubleshooting, designing, and creating complex processes

  7. Planet Press: Advanced Techniques Designer • Load sample data • True/false basic text conditions • Example: Add 10% off HEW items coupon • Example: Add coupon to last page • Other examples you are using now • Designer vs. Configuration • Advanced conditions • Red (right-clickable) text • Combine 2 or more basic conditions • Barcodes/QR

  8. Planet Press: Advanced Techniques Configuration • Load sample data • Basic text conditions • Archive / Email reports and documents for salespeople (Dedicated print-to-email printers) • Customize email messages/Add additional attachment flyer • Red (right-clickable) text • System variables, data locations, etc. • Send to Folder plugin for .TXT files *Great for troubleshooting and designing!

  9. Planet Press: Advanced Techniques Troubleshooting Printing Issues • Service Console • Errors: Printers not paused/Cannot get exclusive access to spool file/etc. • Always follow printer path flow:TBL Config > TBL Server > Input Printer > PP > Physical Output Printer • Clear stuck jobs in print spooler • C:\Windows\System32\Spool\Printers • If hosted - restart VPN • If not hosted • Restart PP services • Restart PP machine (and DDMS server)

  10. Planet Press: Advanced Techniques Troubleshooting Display Issues • Troubleshooting Steps • Add Folder Output to .TXT file on printer process having the issue • Print / Email the job as normal • Load the sample data into the designer and review

  11. Planet Press: Advanced Techniques Additional Ideas & Integration Planet Press Professional Service Offerings: • RouteTrakSignatures on Invoices • Attach Invoices to Statements • Labels • AP Checks • PDF Archive Workflows

  12. Planet Press: Advanced Techniques Recap • PlanetPress Designer  PlanetPress Configuration  Troubleshooting Techniques

  13. Planet Press: Advanced Techniques Session Survey 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)

  14. Planet Press: Advanced Techniques

  15. 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 • New KnowledgeBase is available! • https://support.ecisolutions.com

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