Tools

Glossary of Terms
Active An active quote is still open and has not been converted to an order. Allocated Inventory on the shelf has been requested for a job. Black Clicks  This is the calculated number o...
Mon, Feb 22, 2021 at 11:27 AM
Variable Template Creation Requirements
If you have purchased an Additional Support Package for Variable Template Creation, we require the following information to get started on your template(s): Packaged files (font, linked documen...
Mon, Feb 22, 2021 at 11:27 AM
Going Live Checklist
Use the detailed pdf checklist attached below to confirm you are ready to ‘Go Live!’.  For more information on how to setup any of the general sections, select link in the table below: Set...
Mon, Feb 22, 2021 at 11:28 AM
Onboarding Checklists (Phase 2-3)
Use the detailed pdf checklists attached below to learn about the different phases of onboarding:
Thu, Apr 1, 2021 at 4:47 PM
Onboarding Checklists (Phase 4)
Use the detailed pdf checklists attached below to learn about the different phases of onboarding:
Thu, Apr 1, 2021 at 4:57 PM