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Enterprise Browser Manual - PlanWell.. Select a reprographer!

1. File Attachment Microsoft Internet Expl Bl x s Attach a Custom Transmittal Select the file Name you want to upload Transmittal Options No Transmittal Browse File Attached Standard Transmittal AL alae Upload Cancel C Attach custom Transmittal Finally you will need to specify which location you would like to place this order to Note This is only necessary if your reprographer has multiple locations When all required information has been completed you may proceed with your order by selecting Next Step 3 Review The review window will allow you to see all details of the order Where available you may also see a price quote for all items ordered Once you have carefully reviewed the order you may finish the order process by selecting Submit Order Step 4 Submit You will be informed of your successful order submission on this final order processing window You will be provided with an order number and will have the opportunity to print the distribution print the complete order or return to the project home Uploading Files If you specified that you would upload your files with the order the upload window will now automatically appear All files indicated will be listed in the window and you may send these files via FTP by choosing Upload Now You may watch the progress of your upload in the lower window After all files have uploaded you will see an Upload Successful
2. Click here to Manage file Attachments Libra Add Manage Document Library Window Note To add or delete the available documents listed choose manage document library To add a new document choose browse browse to the location of your document and choose open Choose upload to add this document to your document library To delete a document place a check in 32 the box next to the document and choose delete By choosing save and close the manage library window will close and you will be presented with your updated list Because you may choose to send different documents to email recipients than you do to fax recipients you may now choose to repeat the above steps to add a document to a fax recipient The From Information contains information about you which will be included in the broadcast This information is populated based on your PlanWell profile By choosing the box next to select to show details you may view and edit if necessary any of the information provided It is important to note any changes made are not permanent rather they are for this broadcast only The Project Details information lists all of the information we discussed previously under Project Details You may choose the select to show details option to view and edit if necessary these details As with the From Information changes made are not permanent rather they are for this broadcast only The Broadcast Template lists the template whi
3. Addenda Broadcast D Project Time Zone Central BRIDE 11 08 2005 06 04 16 PM Job Walk Thru 11 02 2005 02 00 00 AM i Plans Return Project Name PlanWell ITB Towers ae Deposit Amount 150 00 Refunded No id Due 10 18 2005 02 00 00 AM New Favorite List name E Save as group Auto Reminder Find in Company Name OR Filter by Show all recipients ol Select All Clear Selection Responded DI Chris Nelson E onded None No Yes Yes na Responded CDW Bill Haterly aa anges None No Yes Yes na Responded SF Jack Olson Responded None No Yes Yes na Zack son YES 01080 Identification Syste zs ben Larson 01400 Quality Control Responded none No Yes No na D Concrete YES 01660 Testing Adjusting sl GE Barriers Loncrete Responded n Concrete Jim Smith Res onded None No Yes No na Barriers I II NONE ON None No Broadcast Status Report By clicking on any underlined field you may view additional details Additionally by clicking on the bid status plans viewed or plans ordered options you may manually set these selections for fax broadcast recipients or any other recipient unable to act on the cues in the broadcast Email Address of Chris Nelson Manual Status Change Form bidcaster demoa gmail com Change Plans Ordered option Status Message C plans Ordered SE amp Plans not Ordere Email ID bidcaster demo gmail com EE Status Sent 11 08 2005 09 31 PM Save
4. Bruce Jenner Northwestem Builders Don Sampson Kari Demo Company Bruce Campbell Northwestem Builders Bill Lund LDI Cory Johnson Planwell Carol Nelson Manor Concrete Daphne Simpson RDO Chris Smith Solomon Frisk Demo Dave Digital Digital Steel Christine Christopherson Solomon Frisk Demc David Miles Solomon Frisk Demo Joe User Training Customer Company David Stickney Solomon Frisk Demo John Admin Training Customer Company Dennis Davis Digital Steel x Quick Edit Option The Advanced Edit option will allow you to utilize the detailed address book and search criteria previously discussed in Manage Groups Create New Group Quick Create New Group Advanced You may also choose to create additional groups by selecting either Create New Group Quick or Create New Group Advanced From within this window enter a group name and add users utilizing either the Quick or Advanced options previously discussed My Account Within the My Account feature you will have the ability set your account default preferences view your profile information and upload your account logo Account Preferences You may set default online ordering information for every service your reprographer offers through the Account Preferences tab By selecting the link before the service name you will be given a list of options which can have defaults assigned to them In our example we selected Planwel
5. BidCaster program can be found in the full BidCaster user guide It is recommended that you review the full user manual prior to accessing any BidCaster functionality for the first time and use this Quick Start Guide for any subsequent activity I ntroduction With the proper permissions BidCaster allows you to create new projects as well as send broadcast announcements of existing projects to any user in your address book A basic understanding of the BidCaster program will allow you to use it s functionality throughout the entire life of your project BidCaster Functionality within an Existing Project BidCaster functionality can be added to any PlanWell Enterprise project by contacting your reprographer Your reprographer can define which employees of your company can view and complete BidCaster functions for a specific project in PlanWell Once you have been given these permissions you may begin by logging into PlanWell and accessing the desired project You will now find three additional options listed in red in the Planroom menu Project Details Start a Broadcast and Broadcast History PlanWell Enterprise Rie Repro Services Project Details Start a Broadcast Broadcast History Planholders Reports Planroom gt Company Planroom gt Project Home BidCaster Options in Project View Project Details Within Project Details you will find all project details used by BidCaster during the broadcast process as well as the t
6. E Name City State NotifyByEmail NotifyByFax Phone No Minority Solomon Frisk Demo Jack Jackson Plymouth E Minnesota 55442 bidcaster demo gmail com 5 7636945913 D ESI Jerry Parks Minneapolis Minnesota WEE r 763 571 2580 55421 B Solomon Frisk Demo John Admin Plymouth i i 459 Minnesota 55442 solomon frisk gmail com El 7636945913 Add Recipients Window You may also narrow down the address book listing by viewing any pre created groups These groups can be found in the Select a Group dropdown menu 33 Finally you may find recipients by choosing the Project Address Book or Planholders tabs The project address book tab will provide you with a listing of all users within your project address book while the Planholders tab will provide you with a listing of everyone who has received any documents for this project As you find users you would like to include in the broadcast you may select the check box next to their name and choose add recipients You may then continue to search for and add recipients until you have a full listing of all recipients you would like to include Note If after building your broadcast list you would like to save this list for future broadcasts simply type in a group name and choose Save as a New Group This group will now be available for any future broadcasts or for any PlanWell activity By choosing Add Recipient and return to broadcast you will be returned to
7. Randy Lundell rlundell planwell com karif planwell com Kari Demo Company Testing Trade testing planwell com Kari Demo Company Tom Thomas tomt planwell com Subject Send Email Feature 2 Begin by defining an Email Blast Name Be sure to name this clearly as you may choose to view details of this message at a later date Choose the appropriate option for Show All Employees Show All Contacts or Show All Users From the resulting address list choose the recipients for this email by highlighting the name and then select either the To gt gt CC gt gt or BCC gt gt buttons Type in the subject and message and select Send Email Blast This email will now be sent to all recipients By choosing the Email Blast History tab you may view or resend this message When choosing to resend you may choose additional or different recipients for this message User Permissions When initially adding a new employee to your address book you were given the opportunity to define permissions for this employee If necessary you may choose to edit these permissions at a later time by selecting User Permissions This can be done by highlighting the employee specifying the appropriate permissions and choosing Save Changes When accessing the address book tab your initial view is of all users You may change views from users to groups by selecting the Groups Listing tab Within this window you may view edit
8. Set for each recipient individually or through a combination of both methods To set a universal quantity type in the number in the quantity box and use the apply over arrow or apply down arrow to assign to all users 5 ii 39 B B B Recipient s name amp shipping address ei amp Jerry Jacobs Solomon Frisk Demo gt E D D 3005 Ranchview Lane Plymouth Minnesota 55442 TC amp Ben Lind Concrete Barriers gt m m E X 4765 8th Avenue Plymout Minnesota 55555 C E Joe Jackson Concrete Barriers E 3 F T 87 7th Individual quantities may be assigned by simply typing in the quantity in the appropriate box Although you may have utilized the universal quantity tools you may override any of these settings by simply typing in the correct amount Delivery Options Delivery Options Delivery Truck As with items in the shopping cart delivery options SEET may be assigned universally individually or a combination of both Select a delivery method due 7 date and due time You may apply this information Delivery Truck Ch universally by utilizing the apply down arrows Se Ch Note Each field has its own drop down arrow Delivery Truck Je therefore applying information universally requires 3 apen Je different apply down arrow clicks 2 30 am Centrel Se 8 30 AM Central Sending the Originals Options You will need to specify the appropriate method for your reprographer t
9. also use the search features along the left column to find a specific user more quickly Master Address Book Users This list will contain all employees and contacts in your address book In addition to their name and company name you will also be able to view any trade information assigned to them Master Address Book Groups Groups are logical organizations of users from the master address book For example you may choose to create a group of all users in a specific trade or within a specific company 43 After locating your desired recipient s choose add selected user s as current order recipients All recipients will now be listed in the main Delivery Options window Add Recipient s Remove Recipient s Customize Shipping Address Special Delivery Notes Mote Select an item no in Cart for details Items in Shopping Cart EN 2 B B Bs Recipient s name amp shipping address bd EH ae Ea O Li Jerry Jacobs Solomon Frisk Demo b o o o o D 3005 Ranchview Lane Plymouth Minnesota 55442 O Li Ben Lind Concrete Barriers b o o o o o 4765 8th Avenue Plymout Minnesota 55555 amp Joe Jackson Concrete Barriers gt o o o o o 87 7th Recipients in the Main Delivery Options Window Example Remove Recipients Selected recipients may be removed from the order distribution by first selecting the box next to their name then selecting Remove Recipients Customize Shipping Address If the order delivery address
10. by selecting Submit Order Step 4 Submit You will be informed of your successful order submission on this final order processing window You will be provided with an order number and will have the opportunity to print the distribution print the complete order or return to the project home Quick Package Order For any user wishing to simply order packages you may have the ability to bypass the standard 4 step order process and use the Quick Package ordering feature The quick package order feature allows for fast and easy ordering of custom packages Note Based on your user login and project specific information this feature may not be available to you for every project When available the Quick Package Order button will be located next to the Start My Order button on the project home page Start My Order Quick Package Order 13 Since this feature only works with custom packages it is not necessary to select documents from the main page Begin your order by simply selecting Quick Package Order Select Recipient s Edit Proj Add Book to edit listing below Send Package s To SELECT ALL Users in Address Book 03000 Concrete ESI Ted Valenti ESI Jay State I ESI Jerry Parks Ive CDW Gary Johnson ERS Kelli Anderson O Cutting Edge Rick Rim Concrete Barriers Joe Jackson TI Concrete Barriers Mike Sid Select Package s Printing amp Delivery Options Add new p
11. delivery address needs to be edited select the box next to the recipient s name and select Customize Shipping Address Once you have edited the information select Save Changes It is important to note that changes made are temporary only Permanently editing recipient information will be discussed later in this document Solomon Frisk Demollem Jacobs First Mame Lem Company Name Soloman Frisk Demo Address 1 3005 Ranchview Lane City Plymouth Country LISA E MI Last Name Jacobs Phone Fax 7636945913 d Address 2 State Minnesota sl 7 ip Code 55442 Customized Shipping Address Example 11 Special Delivery Notes For each recipient customized information may be added by first selecting the box next to the recipient s and choosing Special Delivery Notes Custom text made be entered and saved for that specific recipient Items in Shopping Cart Once all recipient information has been entered you may select the desired quantities of each item for each recipient Each item in the shopping cart has been assigned a number To view the details you may either hover over the item number or you may click on the item number After clicking on the number you will find the details regarding it listed to the left Note Select an item no in Cart far details Items in Shopping Cart Damp amp B B You may remove items from the order by clicking on the garbage can in the item descri
12. if Ben Lind received sheet A 101 from Addenda 1 Option C will allow you to generate this information Option D allows your reprographer to provide customized PlanHolder information as a project attachment By selecting the attachment name you will be able to view this attachment A A D B Report Name Summary Standard detailed Sheet based search Sheet search options Find Sheet Mame Like Select Discipline ALL Disciplines e Select n Issue ALL Issues Custom Plan Holders List Files Report Description Summarized report including name company name addresses of all planholders view report Detailed report including name company name addresses and complete order information of all planholders Build a report on any specific selected sheet in the project to provide details of all planholders who have OR who havn t recieved it Select A Sheet Note Use Sheet search options on the left to filter this dropdown SELECT A SHEET Filter report options in Issue s v ALL Planholders OR Selected Planholders zi view report Custom planholders list files manually maintained amp uploaded by your reprographer Attached File1 Planholders List Window 16 Project Settings shown online as Proj Settings As mentioned throughout this document based on log on information and project specific settings some users may see all possible options while others do not These settings are
13. message in the progress window Uploading Multiple Files At the beginning of the EWO section of this manual it was discussed that when attaching digital files it must be done by selecting one file or one zip bundle at a time Within the upload applet you have the option to add multiple files at one time Any changes to the four step ordering process necessary to complete this process are outlined below 46 Step 1 Print Options Follow the steps outline above for step 1 however type in a description of your file rather than attempting to browse to a file It is important that you accurately indicate the number of files you will be uploading Step 2 Delivery Options All functions in step 2 remain the same as outlined above however you must indicate that you will upload the files with this order Step 3 Review Step 4 Submit All functions remain the same as outlined above Upload Applet When the upload applet appears click on the option Add Multiples Add Multiple Files x Current Path EAMiffsitestvaultiaddenda1 Files Import Files move up a directory Add Import CN D Remove Cancel EN 00000001 tif Add All 00000002 tif 00000002 tif Clar 00000004 tif 00000005 tif 00000006 tif 00000007 tif 00000008 tif 00000009 tif 00000010 tif 1 zip Browse Path Add Multiples Window Within the add multiples window double click on the drive letter and continue to double click on folders until all des
14. needs to be edited select the box next to the recipient s name and select Customize Shipping Address Once you have edited the information select Save Changes It is important to note that changes made are temporary only Solomon Frisk D ema Jerr Jacobs First Name Lem MI Last Name 2 Jacobs Company Name Soloman Frisk Demo Phone Fax 7636945913 d Addraess 1 3005 Ranchview Lane Address 2 CIE Plymouth State Minnesota sl Country LISA n Code 55442 Customized Shipping Address Example Special Delivery Notes For each recipient customized information may be added by first selecting the box next to the recipient s and choosing Special Delivery Notes Custom text made be entered and saved for that specific recipient Items in Shopping Cart Once all recipient information has been entered you may select the desired quantities of each item for each recipient Each item in the shopping cart has been assigned a number To view the details you may either hover over the item number or you may click on the item number After clicking on the number you will find the details regarding it listed to the left Note Select an item na in Cart for details Items in Shopping Cart EX E 2 B 1 0i1000 ndf H 44 You may remove items from the order by selecting the remove from cart icon in the item description Quantities for each item may be assigned either universally such as one set of Current
15. process the user login window will appear and you will be prompted to enter in this information It is not necessary however to be a registered user to order through PlanWell Further information for Non Registered users is documented later in this document Guest Access Authorized Access Only Project Number DEMO Password Go Guest Access Portal Users who have been provided with a project number and a project specific password may access that project through the Guest Access portal on the PlanWell homepage After entering in the required information you may view the project and potentially begin the order placement process Details on the project viewing and ordering process have been outlined in detail above under Company Projects Note Although you may view these projects with the project number and password if you choose to begin the ordering process the user login window will appear and you will be prompted to enter in your PlanWell user information It is not necessary however to be a registered user to order through PlanWell Further information for Non Registered users is documented later in this manual Login to your Account User Name Password All authorized company planroom users should have received a username and password Please enter this information into the appropriate fields and select Go All projects within your company planroom will be listed You may narrow down the list of projects
16. user who you wish to have different permissions highlight the name and assign the desired permissions You may also assign permissions based on contact or non registered user groups Each group listed under Non Logged In Users from is defined in the Project Settings window definitions not shown in example If you do not set specific permissions for any of these groups they will follow the default projects settings Note The permissions that you are allowed to set may vary from the list in the above example Reports Project specific document information can be generated by selecting Reports Begin by specifying your desired criteria and then selecting either Current Set or Historical Set You will be provided with a report listing all files meeting the criteria you specified The resulting report may be printed or exported for future use Project Address Book Shown online as Proj Add Book 17 Previously in this document we discussed the definition and purpose of the Project Address Book This option allows for the creation of this project address book When first selecting this option you will see a column for all users in your master address book and another column for users in your project address book You may add users to the project address book by selecting the name in the master address book and clicking on the gt gt button You may use the search options along the left to narrow down the list of use
17. you view by placing a checkbox in the box next to the projects you use most frequently and selecting add to favorites After your favorites list has been created choose show my favorites to only view this listing Enter a specific project by first clicking on the project name You will then be prompted to enter the project specific password This will bring you into the project homepage where you may view project documents and begin the ordering process Populating Shopping Cart My Account Order History Repro Services Reports Project Address Book Order Notifications FAQ Manage Packages SPa Address Book Home Project Details Planholders List Set Permissions rder Notifi Planroom gt Company Planroom gt Project Home project 4 0 Demo Project exit Add items to your order by clicking the cart icon Start My Order Quick Package Order ll Build a Custom Set hein 218681723218 Shopping Cart 0 Items H Most Current Set FEES Set Sheet Name Issue Discipline Hg Custom Packages Bi Bid Set E Current Set S Bid Set Hg Addendai SH Addenda Hg Addenda3 Z Specifications Project Home Page As shown in the above example documents for viewing and ordering may be selected in a number of different ways Note Depending on your specific user permissions item selection options may vary This document will discuss all options potentially available Build a Custom Set By selecting thi
18. your selected favorite bidders Please note that if plans are available for this project an automatic order will be placed as per your print settings below for any bidder below who acknowledges with a Yes to your broadcast Current Current Set Set Architectural Chris Nelson CDI Lo Hh fi gt S Delivery Truck wdeliver to back door weie v Jay State ESI Meer uk N nh B 2e e Delivery Truck m pay any delivery charges wr w ww Jerry Parks ESI 1 gt f b diis Delivery Truck wrecipient must pay any de wr w hd lt lt Back to Step 1 lt lt Back to Step 2 Save Step 3 Changes After making any optional selections within step 3 choose review and submit to continue The review and submit screen allows you to see a summary of your broadcast and make any last minute changes Choose Launch Broadcast to immediately send your broadcast If desired you may also choose Save Changes to save your broadcast for a future launch or Modify Broadcast to return to the 3 step broadcast window SNo Paid Contact Name Company Name Planroom gt PlanWell ITB Towers modify broadcast BroadCast Details Save Changes Launch Broadcast Broadcast Date 11 14 2005 09 01 AM Central Broadcast Name New Broadcast ID 2199 Email From rif planwell com Email Subject Line re PlanWell ITB Towers New Broadcast ID 2199 Total Emails D Total Faxes o Remove Selected Remove All Recipients List n Mec
19. CH PlanWell Digital Document Management amp Distribution PlanWell Enterprise User Manual Table of Contents Finding PlanWell and Logging On reeeeeeeee 4 Public Ge el EEN 5 GUest d EE 5 Login to your ACCOUMnE EE eege 6 Populating Shopping Cart io sokrivaxuakw co ku Ra RR PE Ca RR I ESQ OO ER RERO CR E ROC ROC IR 6 Most Current E 7 Custom Packages ionis eege ida Eva rA dR VERE RRRA red Eege Nee 7 K j p xwgg o err 7 Placing a Standard Order in PlanWell 8 Step 1 Print ODUIOnS ioi s Exva aaa EUR VR AXE a EN 8 Step 2 Delivery OPTIONS eeh wenn ROO CR E a ROC GE OR OCDE RO RC RR RC ROCA OC 9 Step 3 Revie W gege Egeter ERR RO e Ran Or plor ic RO ER RC OC RN RO 13 Step 4 ebe ege Re Nee eege E ERR RC REND wr 13 Quick Package Order iiceixiiaxaekinika FEE WEXKREECExREX KC CR ERO Kb ERE KW ERR PE PR FR 13 Digital DOWnlOaQ WE 15 Additional Planwell Features e eeeeeeeeeeee rrr rn nnn nnn 15 Plantroom EE 16 Project Detalls i eis kesvosvsxuEseeVacrvE REESE EERCCERREFEPDKEKKEUE QURE EENS 16 BiG UNTO ET 16 Plantiolders EISE x ea ER e a PR C CC C RC c OR RC CC CR ERROR 16 Project Setbngs ieecsssusesesvikvuzAu viu EERSERREREREECUXEFE REP EFE RREEEEEREEEER REA 17 Te Le Un d E 17 Project Address EE 17 Package Notifications uooscos os enee iss sou Ea uius rro eg eege 19 FAQ uias ma wei tria Eno V
20. E ERRERENE 34 Broadcast HISEOEV iioii siviiso uer seoCkss Wes ERREUR VE EFVEVRC DU UUVOCKIFVRVESE EE suds 37 Completed Broadcast ceca uto Erw SEENEN EEN gg ge 37 Incomplete Broadcast sero o CERN NEEN NEE V KO EN 39 Create a New ITB Project ossis ios geen NEEN hue Nees 39 PlanWell EWO Quick Start Guide KEN KEN KEN KEEN KEN KEN nnn 41 Ordering Through EWO gegen gege deeg ge 41 Step 1 Print ai e d Le CN 41 Step 2 Delivery ODEONS asia aa RR ROC ER RACK E ON E SR RR NON ARE OXON RR ER RN 42 Step 3 RevieW eege va a a E E DOOR cR OR C RADO ORCI er 46 Step 4 SUDIIIT cus co Oden n Oman a ERE RR RR ROC LR RARIOR REOR 46 Uploading Files 1 esso ub ossa suusesvaxeucE eERFERHECEVECFUFEENIKCUTE QUK VE ERE EE EN eh ge 46 Uploading Multiple Files iisesusiwusexkeEk a ERR NEEN ENNEN ENNER ENKEN 46 Step I Print ODUIONHS usce e EPRAAE EE SW E ERO RM YE WR KRERA 47 Step 2 Delivery ODUIONS sik condado cR COR DEOR RR CC ROC HACK RC RN 47 Step 3 Review Step 4 Submit cce nnne 47 Upload AD DICE eege EEN RD Fac ol we d c RE ee 47 PlanWell User Guide PlanWell Enterprise Finding PlanWell and Logging On The PlanWell service is simple to use and its e commerce functions are likely to be familiar You don t need any special tools or software to use it just make sure your Web browser is current Microsoft Internet Explorer v 5 5 or higher or Netscape v 6 0 or higher You may access Pl
21. Genen Notify via Fax Fax Number Preview Templates CDI Chris Nelson Iv bidcaster demo gmail c 555 555 5553 Broadcast Response ESI Brenda Johnson 7 none none com a EE Broadcast Response ESI Don Jones Iv none none com 555 5554 Broadcast Response ESI Jay State v none none com of Broadcast Response ESI Jerry Parks 7 none none com of Broadcast Response Broadcast History Every time the Start a Broadcast option is selected a history of that new broadcast is started and maintained throughout its lifecycle The Broadcast History option allows you to view this history for all complete and incomplete broadcasts Completed Broadcast For any broadcast started and launched BidCaster tracks not only the broadcast details i e day and time sent but also any broadcast recipient activity originated from the email broadcast i e plans viewed plans ordered etc By intuitively naming your broadcasts you are able to easily identify the broadcast you would like to view activity for and access that specific broadcast by clicking on the broadcast name in the Broadcast History option 27 After selecting the broadcast name you will be brought into the Broadcast Status Report where you are able to view all details Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast Listing Project Home Resend as NEW Broadcast Broadcast Name
22. Indicates Required Information Administrative Privileges Employee Permissions Order Limit Administrator More Info Select all permissions below Amt per Order O Managing Contacts Status O Managing Groups Place EWO Orders Add Employee Window Note Be careful when assigning the order limit as the employee will not be able to complete any orders exceeding that amount By selecting Edit next to Trade you will have the opportunity to add specific trade information to this employee Additionally you may add ratings for each specified trade As ratings of 1 through 5 can be assigned it is recommended that you define each of these ratings appropriately for your company Highlight the appropriate trade specify a rating of 1 through 5 and choose gt gt to add the trade to the Assigned Trade s for selected user column You may assign as many trades as appropriate each with a different rating if necessary By accurately assigning this information you will be able to fully utilize the search functionality throughout PlanWell 25 Company Trades Listing Assigned Trade s for selected user 01000 General Requirements 01005 Construction Organizations DR 01006 Professional Organizations 1g 01007 Industry Organizations 01008 Government Agencies 01009 Regulatory Groups 01010 Summary Of Work 01015 Design Support Services 01016 Computer Aided Design amp Drafting 01017 Models Renderings amp Phot
23. Jerry Jacobs Solomon Frisk Demo Items in Shopping Cart EN S BR amp Bs Y bul Y Delivery Options b o o la lo o Delivery Truck T 5 15 2004 zl T Select Time aj T 3005 Ranchview Lane Plymouth Minnesota 55442 p EE Delivery Options Window Item Quantity Totals Recipients will be listed down the left column shopping cart items along the center and delivery options along the right Transmittal information may be determined from options listed at the bottom of the window not shown in illustration Recipient Information PlanWell allows for easy distribution of documents to additional recipients Four options are available for the management of this process Add Recipients This option will bring you into an address book window where you may begin the process of selecting recipients Search for Users Order gt Delivery Options gt Select Recipients First Name Please select existing user s to add recipient s to current order Master Address Book Users EEFEEiCTeF sts p 4 110 Tou Clee Slate Beep l lme p n d 1 1 0 tele a fillen add selected user s as current order recipients create new employee create new contact Last Name Company O Contact Tom Hagerty Trade ALL e 01000 GENERAL 00010 Architect REQUIREMENTS 00110 Marketin 01000 Dilos Trade Contact Concrete Barriers Ben Lind SERE 7 DEES k 01000 GENERAL REQULY IDENTIFICATION Search in SYSTEMS all U
24. R EROR OLIVES DIES FEX VERE CI EIAS FUVEWWIR EE S gERER 20 Manage Custom Package O EE eee ee EE KEE nnn 21 Address BOOK cieixsssiki EE REEERERERERYEFIRRRERRER ERE EE FERE EERFRRAFERCEFREREREERRREEE 22 Add EmplOVy6e6 iioi eege eeh e EusuERuREEEEEouEEEMERFAREEEERRES rE E AS EEEREN 23 Add Contacta i pi EAR EEREAR ERE REREERREKES TN 24 Manage Groups EN 24 IniporE CONLACUS EEN 25 Export Cont acts E 25 Send Emall Zenger 25 User PermissIiOnhSs svn d GRO aO GOOD GGEDUDEOCR OON ROC EE DOLCE E ERR TR 26 elle TI CN 26 Create New Group Quick Create New Group Advanced 27 ME terere o epe EU 27 Account Preferences ov eae coa ea a ER JR RO DOCE VIDT EROGO 27 My Profil RN 27 Upload Account LOGO sciis ainiaan 28 Order Restena a aa a a 28 VIEW Order Detalls vest ach ge eege ege OG ROC XO OO CR KIC OECD 28 ReordeF cssc D rex vea Goines NEC UD RENI CA EVER VIE EIS REL NE Ea NX 28 Re Upload FUES iiic x RN EQ a RE RR dE 28 Delete Order s REN 28 Non Registered Uegkeugessgaegegegekeekugeegg NES SEN eN ENNEN aarahi 29 PlanWell BidCaster Quick Start Guide oke Ka KEN KE KEN KEN KEN KEE EN KEN KEN E En 31 BidCaster Functionality within an Existing Project 31 Project e CN 31 Start Broadcast sex eb EX V CA RODUR RCRQOC ORE OR OR ORA CER COLE COR CNRC RET PR V 32 Ste EIDEN EEN EE Ee 32 ciuem TW oq Eme 33 Step thir6e neon ie EE ERREREEE ER EEROERFEPIREKEM TEE RERO Ex TQU
25. ackage Quantity 2 I Bid Set view Current Set Architecturalview Page Size Full size Media Type Bond T Binding Due Date Due Time Staple T 12 20 2005 ES mm dd yyyy 8 00 AM Central Delivery Via ues Ground zj add to cart below Quick Package Order Window The quick package order feature is as simple as matching up users to packages and then assigning print and delivery options Begin by checking the box next to the recipient s name Recipients may be selected individually or as a group by choosing either the Category above the names to the Select All Users in Address Book option Next check the box next to the package s you wish that recipient s to receive Enter in Printing and Delivery information and select add to cart below All details of this portion of the order will be listed in the Items in Cart window You may continue to match up users to packages until all desired information has been entered Printing information may be different for each portion of the order however the due date due time and delivery method must remain the same Be sure to select add to cart below between each selection When all selections have been made select Next This will allow you to review all details of the order You may remove one portion of the order by selecting the remove from cart icon This will remove the selected package from that specific recipient only Ordered By Jerry Jac
26. ackward b Step 1 Print Options Step 2 Delivery Options Step 3 Review Step 4 Submit Step 1 Print Options Along the left column will be standard information necessary for billing Based on your login information Ordered By Job Name and Charge To will be pre populated If necessary you may add a job number P O number and special instructions for the order You will now be required to specify the printing details for all documents and sets you are ordering Large Format Black amp White Prints O en ven Binding B Bind All Iv Apply to All Originals cess Media as zz Checked 7 1 Current Set 6 3 2004 14 13 00 Copy 24 p ond Size Edge Binding 2 Bundle Bid Set Copy n Bond Size Edge Binding 3 P 114 Addenda2 Copy Bond Size Edge Binding H P 116 Addenda2 Copy Bond ull Size Edge Binding SS ae a uw Custom Packages Fixed Priced Packages ordered Originals Printing Options 1 Package Current Set and Specifications 542 Pre Configured qi Print Options Process Media Size Binding The dropdown arrow will allow you to select the appropriate options for each of these fields for each item being ordered Default information may pre populate these fields although this default information may be changed as necessary When making changes it is important to note that by default your selected changes will apply to all items being ordered To change just one line item click on the number next to the i
27. amp Close Cancel Iv Turn ON Email Apply changes to Master Address Book Example Additional Details Example Manually Changing I nformation Within the broadcast status report you may also choose Add Recipients to Broadcast to include additional recipients to this broadcast After selecting this option by choosing Add New Recipients you will be presented with your Master Address book and will have the ability to select additional broadcast recipients in the same manner listed above By choosing Send Broadcast for Selected Users the broadcast will be submitted to the additional recipients These recipients will be found at the bottom of the broadcast status report 38 Also within the broadcast status report is the Resend as New Broadcast option By selecting this option you will be brought into the 3 step broadcast process with all details populated from the original broadcast You may name this new broadcast make any changes as necessary and resend the broadcast I ncomplete Broadcast Any broadcast started but not yet launched can be found in the Incomplete Broadcast tab Again by intuitively naming all broadcasts you are easily able to identify each broadcast listed By selecting the broadcast name you are brought into the 3 step broadcast with any saved information populated You may now simply finish and launch the broadcast Any broadcasts you do not wish to complete can be removed from the incomplete broad
28. anWell from your reprographer s website by first typing in the Web address for the home page of your reprographer Click on the PlanWell link provided on that site to access PlanWell s log in page If you currently are not working with a PlanWell provider a list of providers in your area can be located at www planwell com PlanWell Digital Document Management amp Distribution User Name Find Public Projects open for Bidding here Password Go No Login Required Go SS forgot your password Not a member yet sign up now Login here to access Authorized Access Only Project Number a Private Company Planroom DEdo m Send out Project ITB Broadcasts DEMO m Work with My Project Bids Password m Order Reprographic Services Go PlanWell Homepage From the PlanWell homepage you will have 3 different project access points Login to your Account Each company using PlanWell as their method for posting projects online will have their own independent planroom Company employees may use the Login to your Account access point to view a complete listing of all projects You will be required to enter a company username and password to enter the planroom and then a project specific password to view any project Login here to access m Private Company Planroom m Send out Project ITB Broadcasts m Work with My Project Bids m Order Reprographic Services Listing of all PlanWel
29. aster you will find it very helpful to change this name to something intuitive and easy to identify Y Invitation Details Broadcast Name From Information learn more L select to show details New Broadcast ID 2195 Company Solomon Frisk Demo Contact jerry Jacobs Project amp Bid information learn more Project Name PlanWell ITB Towers _ Bid Due Date 40 18 2005 Es Choose Broadcast Template learn more Default Template htm Edit html editor hell Step 1 Next you may choose to attach documents to email broadcasts recipients Although we are using the term attachment it is important to be aware that rather than actually attaching a document to the email we will instead be providing a link to the document in the email With many email clients blocking or stripping email attachments this ensures that all email recipients regardless of their email client will in fact receive this document To attach a document choose edit above Email Attachments to be presented with all documents previously added into BidCaster To include one or more of these documents in the broadcast select the box next to the document s and choose add You will see the document included within the Email Attachment box Select Broadcast Attachments Note Select to add or unselect to remove attachments Manage EMail Attachments SOC Building Bid Instructions doc C Standard Bid Instructions doc Save And Close close
30. cast list by placing a check in the box next to the name and choosing Delete Selected Broadcast Drafts Create a New ITB Project As mentioned during the introduction to this document BidCaster not only allows you to send broadcasts but also to create new ITB projects Until the time in which your Reprographer adds high resolution files to this project this is considered a Virtual Project and can only be used for BidCaster activity When your Reprographer gives your company permission to create new projects any administrator within your company will see the option Create a New ITB Project Planroom gt Company Planroom Click on a project to view project details eae Company Planroom BOU Miel ziele CH ef dee e Find add to favorites create a new ITB project in all fields Create I TB Option After selecting this option you will be brought into the Project Details where you will need to indicate all required project information This information will be included in all BidCaster broadcasts as well as be provided to the Reprographer at the point in time that you choose to add high resolution files to this project After typing in the information and choosing Create New Project you will be presented with additional Broadcast Setting options The Manage ITB Templates option allows you to change which template you use or if desired edit the selected template Also within the Broadcast Settings is the op
31. ch will be used for this specific broadcast You may change which template you use or if desired edit the selected template This process is discussed in detail in the BidCaster tutorial Step Two You may add recipients to the broadcast by choosing Add Recipients in step two This will present you with a full listing of all users within your PlanWell master address book You may narrow down this list by specifying the desired option for the search criteria listed and choosing execute search You may also choose to combine multiple criteria for example you may choose 01000 General Requirements WBE No Union and execute the search for anyone meeting those criteria Find search in Company Name D CSI Trades Ali D Trade Rating Territories all items 1 PA Lancaster 01000 General Requirements 2 j MN Clearwater 01001 Ditch Digger E rios 01002 Helpful Observer Minority z 01003 Cleanup Specialist LLL 01005 Construction Organizations D MDE L Open Shop D WBE sl Clear Filter Select a Group Select a Group D Open Group Save as New Group Show All Users EMNE E Cie ate 8 tee a Planholders List B SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by First Name Last Name Company Name Add New Contact f EREN Ee E Ec E EH NE 2 ua ec save changes save amp return to broadcast Che ck All EMail Uncheck All Email Fax Page1 2 3 4i1 5 6 sej Company name
32. created in the Project Settings feature Registered Logged in Users Shaw Current Set DEFAULT PROJECT SETTINGS Kari Demo Company Christine Christopherson Kari Demo Company Jerry Jeraldsan Kari Demo Company Kari Fairbanks Kari Demo Company Randy Lundell Testing Trade Tom Thomas Show Issue Tree Show Project Packages Kari Demo Company Enable Quick Package Ordering Kari Demo Compan Solomon Frisk Demo Allow Sheet Selection Allow Discipline Selectian Allow Half Size Printing Non Logged in Users from Allow Planholders Report Guest Project User Direct Project URL Users Partner Company Users Allow Project Reports Allow Project FAQ Manage Project Address Book Cd XE XI lt 1 SI XI XI XI SI XI XI XI Allow Thumbnail Printing M Allow Repro Ordering Project Settings Example When choosing Project Settings you will have a listing of individual employees groups categories for address book contacts and non registered users as well as a listing of permissions you are able to assign Begin this process by highlighting DEFAULT PROJECT SETTINGS under Registered Logged in Users Next set the specific permissions for the default users by placing check boxes in the options you would like to have available All employees contacts and non registered users unless assigned permissions differently will follow these settings Once complete choose Save Changes For any specific
33. dicate if a column header is present and how you would like to handle duplicate records Choose Next to continue the import process The Match Address Book Fields window will allow you to match the fields within your document to fields PlanWell requires Once these matches are made select Next to complete the import process If desired you may also utilize PlanWell s import templates to complete the import process By choosing Click here to download a Standard PlanWell template file along with help instructions you will be provided with all tools necessary to format your address book file and upload the resulting file into PlanWell Export Contacts Occasionally you may wish to export your address book for review This can be accomplished by selecting Export Contacts This opens a standard download window where you may select to download your entire address book or any desired group After making this selection choose Export and indicate a location to save this file to you may access this file once the download is complete Send Email This feature will allow you to send an email to users in your address book Begin this process by selecting Send Email Compose and Send ESUETBSIE ES a7 Address List Email Blast Name Kari Demo Company Christine Christophersonjanything really com Kari Demo Company Jerry Jeraldson jerryiplnawell com Kari Demo Company Kari Fairbanks karif amp ersdigital com Kari Demo Company
34. discussed later in this document Planholders List The Planholders list is a listing of any user who has received documents for this project If you provide someone with the project number and password and they order documents they will be added to the Planholders list even though they may not be in your master or project address books While all other address book options discussed are created by you or your reprographer for you the Planholders list is dynamically maintained as orders are placed in PlanWell After locating your desired recipient s choose add selected user s as current order recipients All recipients will now be listed in the main Delivery Options window Add Recipient s Remove Recipient s Customize Shipping Address Special Delivery Notes Mote Select an item no in Cart for details EU H Recipient s name amp shipping address C Li Jerry Jacobs Solomon Frisk Demo 3005 Ranchview Lane Plymouth Minnesota 55442 O Li Ben Lind Concrete Barriers 4765 8th Avenue Plymout Minnesota 55555 E amp Joe Jackson Concrete Barriers 87 7th Items in Shopping Cart EMEN B Bs Ba Bs EO SE E kb fo fb fh fo hb fo fb fh fo Recipients in the Main Delivery Options Window Example Remove Recipients Selected recipients may be removed from the order distribution by first selecting the box next to their name then selecting Remove Recipients Customize Shipping Address If the order
35. e in the name or description of your hard copy originals Browse to attach file No of Originals Type of Originals Page Size Orientation Duplex Browse Digital M J 8 5X11 M no change No Add to Cart OR Type in Orig description Text Stock Cover Stock Cover Options Bindin 20s Bond M Acco Covers L None L Staple Adding Items to Cart Example Next specify the production options for this item Based on your login information default printing options may have populated these default options can be accepted or changed Choose Add to Cart to add the item to your order You may now continue on by choosing another document and or service to add to your order You may add as many documents and services to an order as you wish For example in the below sample we have added both small format black and white and large format black and white items to our cart As you complete the document selection process the shopping cart will clearly list all items currently in your cart b Step 1 Print Options Step 2 Delivery Options Step 3 Review Step 4 Submit Empty Cart Small Black amp White de E of Orientation Binding por Duplex CoverStock Hu SE Edit Del 1 01000 pdf 50 Digital nochange Staple 8 5x11 No None 20 Bond None f T Large Black amp White r Process Media Output Size Binding E Edit Del 1 00000001 tif 1 Digital Bond 30x42 None No fi T 2 QDOODODO tif 1 Digital Bond 30X42 None Ho f T 3 247 tif 1 Dig
36. ected Bid Packages for current Broadcast sel Package Name Media Paper Size Binding Description Current Set Bond Ful Size Edge Bind ww ww ww zl ww Current Set Architectural Bond Full Size Staple we v Yv zl v Save Changes Remove Selected Step 2 Select Recipients gt gt Once added you will configure the printing options for each package selected and choose Step 2 Select Recipients Step 2 will present you with a full listing of all broadcast recipients Select those recipients who you would like to include in this order and move them to the Select Reimbursable Recipients box by using the gt gt button Choose Step 3 Assign Print Sets to continue TC EMISIT 1 3 Step 2 Select Recipients E CZ Be HIP Eee OR as ele Note Select your favorite bidders to send free pre paid bid set prints to continue All Users for Current Broadcast Brenda Johnson ESI Don Jones ESI John Schleich ESI Mary Hoiland ESI Monica Charlie ESI Select Reimbursable Recipients Step 1 Bid Packages Step 3 Assign Print Sets gt gt On Step 3 you will specify the delivery method any delivery instructions and the quantities for each recipient and each package By choosing Save and Close you will save the APO and continue with your broadcast 36 LR oO ele El ECHT d tee le Step 3 Assign Print Sets Note Assign pre paid bid set prints to
37. erent apply down arrow clicks 8 30 AM Central zs 8 30 AM C Central Transmittal Options The final step on the Delivery Options window is to specify transmittal options You may select No Transmittal Standard Transmittal or Attach Custom Transmittal 12 By selecting Standard Transmittal you will have additional options to customize text in the transmittal This may be done by selecting the desired recipients typing in the customized text and choosing Save By selecting to attach a custom transmittal you will be brought to a dialog box which will allow you to browse to the location of the desired transmittal fy Attach a Custom Transmittal Select the file Mame you want to upload Transmittal Options E Bee No Transmittal l File Attached Standard Transmittal No file attached Attach custom Transmittal Transmittal Options Attach Custom Transmittal Dialog When all required information has been completed you may proceed with your order by selecting Next Step 3 Review The review window will allow you to see all details of the order Where available you may also see a price quote for all items ordered If desired you may remove items from your cart by selecting the delete from cart icon As you remove items the price quote listed will be adjusted to reflect the correct pricing for all remaining items Once you have carefully reviewed the order you may finish the order process
38. ext included in all broadcasts regarding the availability of online ordering of this project These project details can be edited by you as needed Project Details indicates required fields Project Name PlanWell ITB Towers Project Number ERSD Planwell ITB Towers Bid Due Date 10 18 2005 73 Time 5 00 PM sl Project Password ene Job Walk Thru Date 11 2 2005 el Time 5 00 PM Project TimeLine Start 10 18 2005 Pa End 2 9 2007 3 Plans Return Date 12 21 2005 F3 Time 5 00 PM Project Description pianWell ITB Towers a Deposit Amount 150 0000 Refund of Deposit C Yes No xj Bid Instructions n Site Address1 3005 Ranchview Lane E Address2 Plans Available ves po Plymouth Plans Online Message Click here to view and order plans State Minnesota onli ing PlanWell Country usa zi Zip 55555 Project Timezone 31 Project Details Window Also within the project details window is a listing of the assigned default templates and any existing project packages You may change which template you use or if desired edit the selected template This process as well as an explanation of each template is discussed in detail in the BidCaster tutorial Start a Broadcast After choosing to start a broadcast you will be presented with the three 3 broadcast process Step One You should begin all broadcasts by defining a broadcast name Although a name is automatically assigned by BidC
39. he set To add an individual item select the shopping cart icon next to the sheet name rims armenian E Sheet No Issue Issue Date Discipline EE Gs s 01 C Addenda3 2 25 2004 Architectural GH Bid Set B4 103 e Addenda3 2 25 2004 Architectural e EE Ee 103 l Addenda3 2 25 2004 Architectural gg Current Set e 4 105 ww Addenda 2 25 2004 Architectural d Bid Set Architectural E Ee 0e Addenda3 2f25 2004 Architectural Add Set Add Individual Items When you have completed the document selection process click on the Shopping Cart Items tab to view all items currently in your cart Shopping Cart B Items Set Sheet Name Discipline Bis P ao 6 3 2004 1 Blog Set ALL ALL NM 30x42 33 TH 6 3 2004 2 Blibid Set Mechanical ALL ALL iure B 30x42 4 T B P PF 6 3 2004 3 Ellcurrant Set ALL ALL 13 47 00 30e42 24 T 4 Elm 113 Addendai Addendai Mechanical MA 30x42 1 T E ElmM 114 Addenda1 Addendai Mechanical MA 30x42 T B El o2000 specificatians specifications Specifications M a511 qz T Shopping Cart View Throughout the order process you may remove items from your order by selecting the remove from cart icon Placing a Standard Order in PlanWell The order process is a four step process To begin the first of these four steps select Start My Order Note Throughout the order process you will find breadcrumbs showing where you currently are and providing you with both a step forward and a step b
40. hoose Send Email Blast At any time you may view any previously sent emails by clicking on the Email Blast History tab Package Notifications Via email you may send out package notifications to any user in your project address book by selecting the Package Notifications option Create Mew Notification g sisiiTe IR ISTA e Ei RT Notification Name 0516 Select from available Packages Select recipient 5 from Project Address Book Edit Project Address Book to modify recipients list IT Select All Packages Select All Users M Current Set Historical Set M Joes Concrete Henry Jones l 0624 demo Concrete Barriers Jae Jackson 0625 Demo O cow Tam Hagerty 11007 Digital Steel Dave Digital 1009 D cow Kelli Anderson Create New Notification Window Begin this process by defining a notification name You may wish to refer back to this notification at a later date so please name this clearly Select which package s you wish to alert the recipient s of You may also use the Select All Packages option Next select who you wish to be the recipient s of this email Again you may use the Select All Users option Proceed to the next step by selecting Next 19 Continue the notification process by specifying a subject and message for the email By utilizing the apply down icon you may apply this information to all recipients You may also type in specific informatio
41. ight Transmittal information may be determined from options listed at the bottom of the window not shown in illustration Recipient Information EWO allows for easy distribution of documents to additional recipients Four options are available for the management of this process Add Recipients This option will bring you into an address book window where you may begin the process of selecting recipients Search for Users Order gt Delivery Options gt Select Recipients First Name Please select existing user s to add recipient s to current order Last Name Master Address Book Users ERIE p 4 118 21010 ist add selected user s as current order recipients Company Contact Tom Hagerty Trade ALL SS 01000 GENERAL 00010 Architect REQUIREMENTS 00110 Marketin A e 01000 Dilos Tiede Contact Concrete Barriers Ben Lind Be PELDVMANCES E m 01000 GENERAL REQui v IDENTIFICATION Search in SYSTEMS all Users Contact Concrete Barriers Joe Jackson C Employe I f ETRS Contact Concrete Barriers Mark Cline C Contact only Contact Concrete Barriers Steve Johnson Status Active z 01000 GENERAL REQUIREMENTS ha aaa Between Contact Cutting Edge Dominic Roads WDR LONE Es 01050 FIELD To e ENGINEERING Contact Cutting Edge karitest 00110 Marketing Contact Digital Steel Dave Digital Add Recipients Example Using the tabs along the top of this window you may select recipients from the four address book options You may
42. ired documents are listed Choose Add All to add all files It is important to note that although drive letters in the above example are still shown it is only the files that will be added Choose I mport to add these files to the main upload applet and then complete the upload process as outlined above by choosing Upload Now Conclusion This concludes the PlanWell EWO Quick Start Guide As mentioned throughout this document more details of the EWO program can be found in the PlanWell EWO User Guide 47
43. is document It is important to remember that you will only receive acknowledgements from those recipients who received the broadcast via email The Check to Set Auto Reminder On option allows you to specify a date and time in which an automatic email and or fax reminder will be sent to any broadcast recipients who have not yet responded to your broadcast Broadcast recipients who have responded will not be included in this reminder message The Select to Include APO Assign Print Order option allows you to build an order which will automatically be placed for any broadcast recipients who indicate yes to your broadcast After selecting the box next to this option you will be presented with the option to configure the print sets per recipient M Select to Include APO Assign Print Order learn more APO Assign Print orden Print Sets Package Mame No of Recipients No of Sets After selecting this option you will be taken through three steps Step 1 allows you to select from all available packages which package s you would like to build the order for Highlight the package s and choose add selected bid packages 35 Step 1 Bid Packages Ei Cz e MESI Com ele alee EG ee oes aE ss el Note Select bid packages amp click on add selected bid packages button to continue Available Project Packages add selected bid packages Current Set Current Set Architectural Current Set Mechanical Full Spec Book Sel
44. isted It is again important to note that these features may or may not be available to all users for all projects 15 Planroom Address Book My Account Order History Repro Services Planroom Project Details In addition to basic project details such as name number and project description when defined this option will also provide you with Web Post Date Bid Due Date Issue Date and Project Phase Version Bid Info This option contains either typed bid instructions or links to bid instruction documents Your PlanWell provider will populate this option with the information you provide Planholders List The Planholders List option will allow you to create real time reports on all project activity As discussed previously a planholder is anyone who has received project documents The report options you are presented with may vary from the below list If you are interested in a report that is not available to you online contact your PlanWell provider Option A will provide a summary of all Project Planholders This information will include each Planholders name company name and contact information Option B will provide the same information as Option A but will also include order details for each planholder These order details will include order number order date items order and who placed the order Option C allows you to view who has received a specific sheet discipline or issue For example if you would like to know
45. ital Bond 30x42 None No f T Shopping Cart View Throughout the order process you may edit or remove items from your order by selecting either the edit icon f or the remove from cart icon n You may also choose to completely empty your cart by selecting the Empty Cart button When the cart contains all items you wish to include in this order choose Next to continue the order process Note If you have indicated that you require a Job Name Job Number or PO Number on orders you will need to indicate this information before continuing Step 2 Delivery Options EWO allows you to set the quantities and distribution of your order through the same processes listed in the PlanWell Enterprise section of this document 42 Step 1 Print Options b step 2 Delivery Options Step 3 Review Step 4 Submit Add Recipient s Remove Recipient s Customize Shipping Address Special Delivery Notes Note Select an item no in Cart for details Items in Shopping Cart El Current Set 5 15 2004 14 16 00 del Bic Elz Els ER Els w w Recipient s name amp shipping address Y Delivery Options T T a Jerry Jacobs Solomon Frisk Demo Ld o mn mn In o Delivery Truck T 3005 Ranchview Lane 5 15 2004 zl T Plymouth Minnesota 55442 Select Time aj T Item Quantity Totals DR D n D D Delivery Options Window Recipients will be listed down the left column shopping cart items along the center and delivery options along the r
46. k all Fax Uncheck all Fax S Iv bidcaster demog m 555 555 5553 Check all EMail amp Fax D Iv bidcaster demo T 555 555 5554 A Broadcast sl Response 1 Company Name amp CSI Trades Step three Within step three you may choose to define optional BidCaster settings Please consult your Reprographer prior to making these settings as additional charges may 34 apply Additional details regarding these options can be found in the BidCaster tutorial 9 Optional Invitation Settings Change Broadcast Acknowledgment Type Invitation to Bid v learn more C Turn on Email Response Template DefaultReplyPage htm Edit Learn more L Forward Bid Acknowledgment to my email additional charges may apply learn more TI Check to Set Auto Reminder on additional charges may apply learn more C Select to Include APO Assign Print Order learn more Step 3 Options BidCaster allows for two different broadcast acknowledgment types Invitation to Bid or Information Acknowledgement Use the dropdown option to change the type By selecting the Turn on Email Response Template you will be adding a second template page to your broadcast You may edit the template as necessary By choosing Forward Bid Acknowledgements to my email you will receive all yes or no bid acknowledgement via email as well as being able to view them in the Broadcast Status Report discussed later in th
47. l Quick Package Order Account Preferences oraaa 3 Oa uf s Eeen gii Melee Solomon Frisk Demo Default Account Preferences Only We now may specify our default printing options for Small Black amp White incl PlanWell Bindery Process Media and Page Small Color Size By using the drop down arrows next to each of these categories we may choose our default from all options available Large Black amp White Large Color incl PlanWell Traditional Reprographics Plan Well Large Black amp White only PlanWell Quick Package Order only Bindery Noe E Note These are simply defaults Process Media nnd d When ordering you may choose Page Size Full Size different options When all default information has been selected for a specific service choose Save Changes You may now select the next service and repeat the process Note You must choose Save Changes between each service My Profile 2 The My Profile tab allows you to view standard user information PlanWell utilizes for your account By selecting the Change Profile option you may change any of your information listed By selecting Change Password you may change your Planwell password Upload Account Logo If you would like to further personalize Planwell you may add your company logo for all of your projects This can be accomplished through the Upload Account Logo tab Simply browse to the location of your logo file and choose Up
48. l Services Offered Noted within the Login to my Account section are any additional services your PlanWell provider is offering specifically PlanWell BidCaster and PlanWell EWO Your one PlanWell login will access each PlanWell program offered by your provider These programs are discussed in detail later in this document Public Planroom All public projects hosted by your reprographer will be listed in this planroom It is not necessary to enter a username or password to enter this planroom or to view any of these public projects Guest Access This access point will bring a user directly into one specific project The user must enter in a project number and the project specific password This access point is often used by subcontractors Public Projects Find Public Projects open tor Bidding here No Login Required Go Public Project Portal Accessing the Public Planroom can be done by first selecting the Go button All public projects hosted by your reprographic shop will be posted As mentioned earlier no username or password will be required to view any of these projects You may view a project and potentially begin the order placement process by clicking on the project number of the desired project Details on the remainder of the project viewing and ordering process are outlined in detail below under Company Projects Note Although you may view public projects without a username or password once you begin the ordering
49. l be located next to the Start My Order or Quick Package Order buttons on the project home page Start My Order Quick Package Order Digital Download Begin this process by populating your shopping cart as outlined above Once all items are included simply select Digital Download Verify all details of the order on the following page To properly receive information regarding this digital download verify that your correct email address is listed in the bottom column Submit Digital Order File Bundle Name Size No of Originals File Bundle Type Package Bid Set Package Bid Set Mechanica 3 2 4 Current Set 6 4 2004 14 57 00 Current Set 6 4 2004 14 57 00 Mechanical Current Set 6 4 2004 14 57 00 Plumbing Enter Email for Digital Order Imp Note The download link for the order will be sent to this email karif planwell com Digital Download Review Screen Example Once all information is verified select Submit Digital Order You will receive a confirmation of the digital order placement on the following screen Once your request is processed within the Reprographic shop you will receive an email with instructions for accessing the digital files Note This feature may not be available at all Reprographic locations Additional Planwell Features Along the top of the company planroom are tabs for additional project management features When you select any of these features the available options for that feature are l
50. load Logo from the upper right corner Once a logo has been uploaded you may either edit or delete that logo by selecting the appropriate option Manage Templates This option is only viewable when accessing PlanWell from a provider who also offers BidCaster This function will be discussed in detail in the BidCaster section of this document and in the full BidCaster User Manual Order History The order history tab will provide you will information on all previously placed orders The main screen will provide you with the order number job name service ordered by details date ordered and the current status within your reprographic shop Further options are available by putting a check in the box next to the order and choosing View Order Details Reorder Re Upload Files or Delete Order s View Order Details Re Upload Files Delete Grder s Order No Job Name Service Ordered By e 310489 Prajectb ERSD Custom Bundles only Planvvell Jerry Jacobs FE 180448 PrajectZ ERSD Prajectz Plan Vall Kari Fairbanks C 180277 praject1 ERSD Project Plan Vall Kari Fairbanks FE 180273 praject1 ERSD Project Flanell kari Fairbanks View Order Details By selecting this option you will open a window showing all details of this order including billing information requested delivery due date and time items ordered special instructions indicated and distribution details Further you will have the ability to print this information f
51. n for each recipient The power of this option comes in indicating if you would like to pay for these packages for any specific email recipient As the note indicates if this option is unchecked the ordering party will be responsible for all printing costs Depending on your selection the Charge To details will populate Finally specify the maximum number of sets you are allowing the recipient to order Create New Notification E sixiiTw is s SR m E368 7 Notification Name Bid Set Notification From Email karif planwell com Note Clicking on V will copy down the content from first row only Recipient v v Enter sending Charge To Y max sets allowed Information Subject Message address m Recipient Name Bid Set Package Bin icase ordar Enter Email L my account ino of sets allowed Steve Johnson Notification package I will 7 Leave unchecked to charge to 2 Company Name cover all printing stevej amp iconcrete com ordering party l Not applicable if Concrete Barriers Damas costs steve concrete com Charge company name charge d to ordering Solomon Frisk Demo party Recipient Name Bid Set Package Enter Email my account Ino of sets allowed Dominic Roads Notification 7 Leave unchecked to charge to Company Mame dominicihcuting com ordering party Not applicable if Cutting Edge dominic icutting com Ch anja To company name ch arged to ordering Cutting Edge par
52. n new drawing revisi Viewable All C Yes No Select es if you want this project package to be viewable to all users N T Eg orto m DOCUMENT SET AS OF 12 5 2005Central Initial Set g Addenda 1 Select All Documents AS OF 12 5 2005 10 24 34 Central gAddenda 2 Select All architectural Documents GgAddenda 3 Sheet Name Issue NAME A 101 Initial Set A 102 Initial Set A 103 Initial Set A 104 Initial Set IT Select All mechanical Documents Add New Package Window Note As mentioned at the start of this section viewing and ordering packages may not be available to all users for all projects Project permissions will be discussed later in this document Save As New The Save As New option is similar to the Add New Package option however the Save As New option will allow you to use an existing package as a template in the creation of a new package Select the Save As New option next to the package you wish to use as a template Specify a new name for this package indicate if it is to automatically update or not and if it is to be viewable to users or not All documents from the original package will be listed in the view documents column By default all of these documents are selected You may keep the Same documents or add and remove documents following the same procedures in the Add New Package option Once the package contains all desired documents choose Save as a New Package This
53. nts you add into this package will always remain current In my example below if select yes for this option and then add drawing A 101 to this package whenever a new revision for drawing A 101 becomes available this package will be updated removing the old drawing A 101 and replacing it with the new revision The next question you will need to answer yes or no to is Select Yes if you want this project package to be viewable to the users By choosing Yes for this option you will be allowing any user who has the ability to view packages to both view this new package and place orders on it Choose No if you would like this package to only be available for you to view and order You will now need to add files to this package By default the files selected when you first open this option are a full current set You may change this by using the Build a Set Most Current Set and issue tree along the left column 21 All resulting documents will be listed in the right View Documents column You may choose to add all listed documents all documents from a particular discipline or individual documents to your package by putting checks in the appropriate boxes Once you have selected all desired documents choose Create Package This package will now be added to the list of available packages Planroom gt Project Home gt Project Packages Package Name Auto Update C Yes C No Select es to automatically update this package whe
54. o receive the documents you are ordering You may choose to send the originals through the following four options I require a pick up I will drop them off I will upload with the order or Already on file If in step one you browsed to the location of your file by default I will upload with the order will be selected Options to Send Originals Return Originals to C T require a Pick up Sender s Address C I will drop them off Different Address will upload with the order C Keep On File A Already On File Returning the Originals Options You will need to specify what you would like the reprographer to do with your original files You may choose to have the originals returned to the following three options Sender s Address Different Address or Keep on file Note If you select Different Address you will be prompted for the address 45 Transmittal Options The final step on the Delivery Options window is to specify transmittal options You n 414 may select No Transmittal Standard Transmittal or Attach Custom Transmittal By selecting Standard Transmittal you will have additional options to customize text in the transmittal This may be done by selecting the desired recipients typing in the customized text and choosing Save By selecting to attach a custom transmittal you will be brought to a dialog box which will allow you to browse to the location of the desired transmittal
55. obs Job Name Planwell 4 0 Demo ERSD_40 Demo Job No test PO No Reimbursable Yes Charge To Solomon Frisk Demo Order Date 6 3 2004 Project Planwell 4 0 Demo Location Order placed Main Office Address 3005 Ranchview Lane Plymouth Minnesota 55442 Phone Fax 7636945913 Date Time Due 6 3 2004 5 00 PM Central Address 3004 Southdale Lawn Deliver To Joes Concrete City Edina Deliver Attn Blair Kenny State Minnesota Deliver Via Delivery Truck Zip 55421 Delivery Notes Phone Special Instructions Fax Package Qty Drawings Size Media Type Bindery Current Set and Specifications 1 Specifications Full Size Bond taple 01000 03000 05000 Architectural 4 101 4 103 4 104 A 105 4 106 4 107 4 108 Mechanical M 111 M 112 M 113 M 114 M 115 Plumbing P 111 P 112 P 113 P 114 P 115 P 116 Structural 101 5 102 5 103 S 104 5 105 5 106 Quick Package Order Review Window Remove 14 Submit the order by selecting Submit Order You will be provided with all details of the order along with the order number You will also have the opportunity to print this final details page Digital Download For any user wishing to download documents digitally the digital download feature will allow you to do this Note Based on your user login and project specific information this feature may not be available to you for every project When available the Digital Download button wil
56. ography 01018 Cost Estimating 01019 Manufacturers Support Services 01020 Allowances Add a New Trade Code amp Description 01030 Special Project Procedures CODE Rating DESCRIPTION Add New Ed Trade 01040 Coordination sl D dl Assigning Trade Window If necessary you may also create additional trade codes and descriptions This process is completed by indicating a unique trade code and description and choosing Add New Edit Trade Choose Save Changes to save all trade information Select Save Changes from the Add Employee window to add this new employee into the PlanWell system This new account will become active within 24 hours please contact your PlanWell provider if access to this account is necessary more quickly Add Contact To add an additional contact choose the Add Contact button You will be brought to a window very similar to the Add Employee window however you will not be asked to specify login information permissions or order dollar limits Again be sure to accurately assign trade information Manage Groups By choosing Manage Groups you will be brought into a detailed address book search window From within this window you may select an existing group to edit or build a new group by narrowing down the master address book through the available search criteria After finding all desired group participants name the group and choose Save as new Group If editing an existing group you may save y
57. or delete any existing groups Group membership may be viewed by clicking on the group name or by placing a check box next to the name and choosing View Group Details Obsolete groups may be deleted by placing a check box next to the name and choosing Delete Group s If desired you may delete multiple groups at one time by selecting all groups prior to making the Delete Group s selection Although the group will be deleted all members of that group will remain in the master address book Editing Groups Group membership may be edited through two functions Quick Edit and Advanced Edit The Quick Edit option will allow you to view your master address book and add users to your group by highlighting the user in the Available Users column and choosing gt gt to add them to the Current Group Members column Users may be removed from a group by highlighting their name in the Current Group Members column and choosing the button 26 Available Users Current Group Members Select users to add to the Group Select users to remove from new group Andrew Smith CDI Chris Nelson CDI John Johnson CDI Tom Hagerty CDI Gary Johnson CDW Joe Jackson Concrete Barriers Blair Kenny Joes Concrete Dominic Roads Cutting Edge Blair Kenny Joes Concrete Henry Jones Joes Concrete Bob Dogworth Joes Concrete Joe Olson Joes Concrete Brenda Johnson ESI Joe Swanson Joes Concrete
58. or your records Reorder By selecting Reorder you will be brought back into the order process with all documents and printing options pre selected This option will allow you to print an additional order exactly as the first was printed Re Upload Files This option is only available for EWO orders and will not be discussed in this document Delete Order s 28 You may find that this order list contains information regarding orders you no longer need to reference You may remove these orders from the list by selecting Delete Order s Note This simply removes this order from the order history listing It does not cancel printing on a newly submitted order Further this option does not remove references to this order from the Planholders list Repro Services and Supplies Tabs These tabs will only be available if your PlanWell provider offers PlanWell EWO Electronic Work Order Details regarding this program are offered in detail later in this document Non Registered Users As mentioned earlier in this document users are not required to be a registered PlanWell user to view or order documents online Once a user begins the order process however a login prompt will appear and the order cannot continue until information is entered PlanWell requires this information both for billing and document distribution purposes Please login below if you are an existing user User ID Cen Password a Click Here if you forgo
59. our group membership changes by choosing Save Changes to Selected Group Find search in Company Name DI Close Window CSI Trades a d Trade Rating Territories me T TU NNUS all items 1 MN Clearwater 01000 General Requirements E zi iui Rodas 01005 Construction Organizations 01006 Professional Organizations Minority 01007 Industry Organizations Union 01009 Regulatory Groups D ps a P all items WBE D Execute Search Clear Filter Select a Group A Group D Save as New Group Velo RTE ER E ER CA Selected Group Members SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by CSI Trades FirstName LastName Company Name Ad Save Changes to Selected Group Count 17 recipient s Pagei 2 sel Company name Contact Name City State Zip Email Fax Phone M CDI Andrew Smith Bloomington Minnesota 55347 bidcaster demo gmail com 763 225 0624 555 5555 Manage Groups Window 24 In addition to the options listed the Address Book tab includes additional address book management features Import Contacts Although we have just discussed how to add an individual employee or contact to your address book if you wish to add multiple users you may do this quickly and easily through the Import Contact feature After selecting Import Contacts you will need to specify the program you will be importing from and browse to the location of the file containing your contact information Next please in
60. package will now be added to the list of available packages Note The original package you selected for use as a template has remained untouched and will still be available for ordering Delete Obsolete packages may be deleted by selecting Delete This change is immediate Address Book When selecting the address book tab you will see your complete address book From this list you may choose to view the details of any user by putting a check in 22 the box next to their name and choosing View User Details You may also delete a specific user by again placing a check in the box next to their name and choosing Delete User s To maintain the integrity of all projects users who are on any project Planholders list may only be deleted with the assistance of your PlanWell provider From within this Users view you may also choose to add additional employees or contacts to your address book Add Employee After selecting Add Employee you will need to enter in all information regarding this new employee including login information permissions and their order dollar limit Contact Information Login Information First Name Last Name Login Company Name Password Re enter Password Solomon Frisk Demo Select an existing company name from the Address Book Address Line 1 Address Line 2 Other Important Information 300 5 R an ch vi eu ane Primary Location Alternative Phone Comments Remarks Email
61. ption 1 Package Bid set Mi Quantities for each item may be assigned either universally such as one set of Current Set for each recipient individually or through a combination of both methods To set a universal quantity type in the number in the quantity box and use the apply over arrow or apply down arrow to assign to all users Note Select an item no in Cart for details Items in Shopping Cart EA B B B Bs Recipient s name amp shipping address v b v v m e Jerry Jacobs Solomon Frisk Demo Cr E a a i E 3005 Ranchview Lane Plymouth Minnesota 55442 TC amp Ben Lind Concrete Barriers j E fo fo fo fo 4765 8th Avenue Plyrnout Minnesota 55555 amp Joe Jackson Concrete Barriers H I lo In In o Individual quantities may be assigned by simply typing in the quantity in the appropriate box Although you may have utilized the universal quantity tools you may override any of these settings by simply typing in the correct amount Delivery Options Delivery Options As with items in the shopping cart delivery options Done may be assigned universally individually or a Se combination of both Select a delivery method due date and due time You may apply this information Delivery Truck k Y universally by utilizing the apply down arrows 5 16 2004 Ae Note Each field has its own drop down arrow Delivery Truck therefore applying information universally requires 3 s15 20 sv diff
62. r to continue the order process The order process is detailed in the Company Planroom section of this document PlanWell Enterprise User Manual Conclusion If you find you have any questions or concerns regarding the information provided in this manual please contact your PlanWell provider In addition to PlanWell Enterprise your PlanWell provider may offer PlanWell BidCaster and or PlanWell EWO All services your PlanWell provider is offering can be easily viewed along the right side of the main PlanWell login page Your PlanWell Enterprise login username and password will access every PlanWell service your PlanWell provider is offering it is not necessary to register separately for PlanWell BidCaster or PlanWell EWO Detailed user guides for each of these additional PlanWell services are available by clicking on the user guide link as shown in the example For your convenience condensed user guides for PlanWell BidCaster and PlanWell EWO have been included in this document lodays standard in online planrooms user guide Online invitation to bid made easy user guide Order Reprographic Services over the Web user quide Example of PlanWell Services 30 PlanWell BidCaster Quick Start Guide Overview The purpose of this guide is to provide readers with instruction on the basic functions within PlanWell BidCaster More details of these functions as well as all other facets of the
63. registered user EWO activity can only be completed by a registered user Please contact your reprographer if you do not yet have an account After successfully logging in you must begin the EWO process by choosing the Repro Services tab EE Repro Services Supplies Address Book My Account Order History Ordering Through EWO The order process is a four step process Step 1 begins after selecting Repro Services Note Throughout the order process you will find breadcrumbs showing where you currently are and providing you with both a step forward and a step backward b Step 1 Print Options Step 2 Delivery Options Step 3 Review Step 4 Submit Step 1 Print Options Begin your ordering process by selecting which service you are ordering from the dropdown menu at the top of the page Please note that the services list may vary from that which is shown in the below example I Small Black and White Small Color Large Black and White Service Selection Example In the Order Pane below the service you have two ways to add files to your order If you would like to upload digital files with this order please browse to the location of the digital file It is important to note that you may only add one file or one zip 4 bundle at a time We will discuss how to upload multiple files in the Uploading multiple Files section below The second method for adding a document to the order is to simply typ
64. rs shown in your master address book or choose Show Groups to view any pre created groups You may also choose to remove users from the project address book by selecting the name in the project address book list and clicking on the lt lt button Note Removing a user from the project address book will not remove their order history or Planholders information Search for Users First Name Last Name Company 01005 Construction Organi 01006 Professional Organi 01007 Industry Organi zatio Search in All Users e Employee only Contact only Status Active Date Created Between From Es To Es All Users in Address Book Filter using search options on left Users Show Groups Brian Johnson Ken Anderson CDI Kelli Anderson CDI Chris Nelson CDI Andrew Smith CDW Bill Haterty Concrete Barriers Marvin Jones Concrete Barriers Ben Lind Concrete Barriers Sue Johnson Concrete Barriers Jim Smith construction nathan smith Digital Steel Dennis Davis ERS Nelson Smith ERS Paul Kuneck ERS Keri Cruser ESI Don Jones ESI Brenda Johnson ESI Mary Hoiland ESI Monica Charlie Fairbanks Construction Gary Miller Fascade Construction Jessica Ek INT Keith Wilson Project Address Book Project Address Book Members Send Project Emails Company Name Member Name CDI John Johnson CDI Tom Hage
65. rty CDW Gary Johnson CDW Tom Hanson Concrete Barriers Joe Jackson Concrete Barriers Mike Sid Concrete Barriers ben Larson Concrete Barriers Steve Johnson Cutting Edge Rick Rim ERS Kelli Anderson ESI Ted Valenti ESI Jay State ESI Jeny Parks Within the Project Address Book is the option to Send Project Emails By selecting this option you will be able to build and send an email to any recipient in your project address book 18 Compose and Send 151E ET Tei Return to Project Address Book Address List Email Blast Name CDI John Johnson bidcaster demo gmail com CDI Tom Hagertybidcaster demo gmail com i i il solomon frisk gmail com Concrete Barriers Joe Jackson bidcaster demo amp gmail com Concrete Barriers Mike Sid bidcaster demo gmail com Concrete Barriers ben Larson bidcaster demo gmail com Concrete Barriers Steve Johnson bidcaster demo gmail com Cutting Edge Rick Rim bidcaster demo amp gmail com ERS Kelli Anderson bidcaster demo amp gmail com ESI Ted Valenti bidcaster demo amp gmail com ESI Jay State bidcaster demo gmail com ESI Jery Parks bidcaster demo gmail com Subject Message Send Project Email Option Select recipients from the Address list and click on the TO gt gt CC gt gt or BCC gt gt box to move the recipient to that specific area Type in an Email Blast Name your email subject message and c
66. s option you will have the ability to build a set based on your desired criteria You may build a set based on date discipline and or issue Within the specified criteria you may build a Current Set or a Historical Set A current set will return the most current drawings for the criteria specified a historical set will return every drawing matching the criteria that was issued previous to the date chosen All documents will list under the item browser window as illustrated below Ml Build a Set Hg Most Current Set De Custom Packages Manage Bid Set em Bid Set Mechanical T Current Set Sg Bid Set Architectural Hgg Bid set Eg Addendai Egg Addendaz Des Addenda3 Hg specifications AX 3 X 3d 3 3d xq 3D AD y Item Browser Shopping Cart 0 Items Path Mast Current Set As of 6 3 2004 13 47 00Central Sheet No Issue Issue Date Discipline Size Type Description Bja 101 e Addenda3 2 25 9004 Architectural 30X42 B amp W Sie 03 Addenda 2423 2004 Architectural 30x42 BEW Bja 104 W Addenda3 2 25 2004 Architectural 30X42 B amp W 4 105 W Addenda3 2 25 9004 Architectural 30x42 Bau BJ A 106 W Addenda3 2 25 2004 Architectural 30X42 BB amp W Eis 02 Addenda 2423 2004 Architectural 30x42 BE Item Browser Window Example Most Current Set By selecting this option the most current drawings will populate into the Item Browser window By clicking on the plus sign next to Most Current Set the tree
67. se Post New Message 20 To reply to a message the appropriate employee will select the category select the question and choose Reply to Message Manage Custom Package Option With the appropriate user permissions you Custom Paecdues Manage may manage the packages listed in one of Bg Bid Set m two ways ig Bid Set Mechanical i You may enter the manage packages window by either selecting the manage link next to the packages list or by using the Manage Packages button along the toolbar PROJECT PACKAGES Add new package Admin Created Packages Select Packages Bid Set Mechanical Save As New Delete User s Created Packages Select Packages Bid Set Save As New Delete Current set Save As New Delete Current Set and Specifications Save As New Delete Bid Set Architectural Save As New Delete Manage Packages Window Add New Package The Add New Package option allows you to create new packages which will be available for immediate and future ordering After selecting Add New Package you will need to begin by choosing a Package Name Be sure to use a name which will easily describe the contents of this new package Next you need to make some decisions regarding this package The first question you need to indicate yes or no to is Select Yes to automatically update this package when new drawing revisions become available By selecting Yes to this you are indicating that all docume
68. sers Contact Concrete Barriers Joe Jackson C Empl I deeg ege Contact Concrete Barriers Mark Cline C Contact only Contact Concrete Barriers Steve Johnson Status Active 01000 GENERAL REQUIREMENTS E een Contact Cutting Edge Dominic Roads ae eee OR 3 01050 FIELD To rj ENGINEERING Contact Cutting Edge karitest 00110 Marketing Contact Digital Steel Dave Digital Using the tabs along the top of this window you may select recipients from the four address book options You may also use the search features along the left column to find a specific user more quickly Master Address Book Users This list will contain all employees and contacts in your address book In addition to their name and company name you will also be able to view any trade information assigned to them Creation of the master address book is discussed later in this document Master Address Book Groups Groups are logical organizations of users from the master address book For example you may choose to create a group of all users in a specific trade or within a specific company Creation of groups is discussed later in this document 10 Project Address Book The Project Address Book contains all users from your master address book who you have determined have an interest in this project While the master address book and groups are available for all projects the project address book is project specific Creation of the project address book is
69. t your Password Non members select your payment option Credit Card Cash on Delivery Pay by Check User Login Window At this prompt non registered users may begin by selecting your desired payment option Note Although the above example shows Credit Card Cash on Delivery and Pay by Check you may not see all three of these options listed Only options the Reprographer offers will be listed When you have selected your payment option you will be prompted to enter in information about yourself your company and when appropriate your payment selection 29 O C Credit Card Cash on Delivery C Pay by Check REGISTRATION INFORMATION Customer Contact amp Billing Information Form Please fill out your information below Note Fields marked with asterisk are required Company Name Title First Name Last Name nail ill be use Email t will be Kg d BEEN Work Phone Ext i a as your login for re visits Phone 4fter Hours Fax No Address Line 1 Address Line 2 City State Select State Country USA hz zip Code Customer Contact and Billing I nformation Form Once you have completed all necessary information and selected Submit you will be provided with information necessary for any return visits to PlanWell including a username and password You will have the ability to change your password print the page for your records or you may select Continue to Place Orde
70. tem and make the desired selections Bind All Checked This option will bind together any selected items As items are selected the field surrounding these items will turn yellow and the bind option will only be available for the first item Copy Occasionally you may wish to order the same item more than once using different printing options i e one a full size the other at half size This may be done by selecting Copy in the appropriate item line You may now select your printing options for the copied items as is done for all other items Print options for custom packages may be configured the same as for all other items unless listed under Custom Packages Fixed Price A fixed price custom package has had all print options preconfigured and therefore this information cannot be changed Custom packages will be discussed in greater detail later in this document When all print options are set please select Next to move to step two of the order process Step 2 Delivery Options PlanWell allows you to set the quantities and distribution of your order through a simple matrix that operates very much like a spreadsheet Step 3 Review Step 4 Submit b step 2 Delivery Options Step 1 Print Options Add Recipient s Remove Recipient s Customize Shipping Address Special Delivery Notes Note Select an item na in Cart for details El Current Set 5 15 2004 14 16 00 del Recipient s name amp shipping address T a
71. tion Manage Bid Packages By choosing Add Package you may add a virtual package to this project by typing in the required information and choosing Save Changes amp Close After all details and additional project settings are completed you may choose Save Project Changes to save the information or Start a New Broadcast to save the changes and begin the 3 step broadcast process outlined above 39 Conclusion This concludes the BidCaster Quick Start Guide As mentioned throughout this document details regarding each facet of the BidCaster program can be found in the BidCaster Tutorial It is recommended that you review the tutorial prior to accessing any BidCaster functionality for the first time and use this Quick Start Guide for any subsequent activity 40 PlanWell EWO Quick Start Guide The PlanWell EWO service is simple to use and its e commerce functions are likely to be familiar especially if you use PlanWell You don t need any special tools or software to use it just make sure your Web browser is current Microsoft Internet Explorer v 5 5 or higher or Netscape v 6 0 or higher You can access PlanWell EWO by entering your username and password in the Login to Your Account option This is the same username and password as you use for PlanWell Enterprise or PlanWell BidCaster activity User Name Password It is important to note that although ordering through PlanWell Enterprise can be completed by a non
72. ty Notification Details Window Once all desired information is completed you may select Send Notification to send the message You will automatically be brought to a window where you will see all details regarding the notification By selecting on the View option you will be able to see a copy of the message which has been sent You may also see a list of all notifications previously sent by selecting Notification History By clicking on the notification name you will be able to view the details of that notification including who may have ordered the packages through this notification Note The recipient of this email has been provided with a link directly into the PlanWell order process where they will simply need to specify printing and delivery options and select Submit Order In the cases where you have indicated that you will be paying for the order the link will only work until an order is placed using it Once an order is placed any further attempts to use the link will fail with the message to contact you FAQ Planwell allows for users to post questions into a FAQ area For each project you may elect specific employees to receive an email notification whenever a question is posted please provide this name to your PlanWell provider for inclusion This allows for easy access into this area to respond to the posted question To post a new question users will begin by selecting a category and then choo
73. will expand to show each discipline By selecting a discipline under Most Current Set the Item Browser window will list all current drawings for the selected discipline Custom Packages Custom packages are bundles or groups of documents available for ordering By selecting the name of a pre created package all documents included in that package will be listed in the Item Browser window Although you may view these documents individually you may only order complete packages Depending upon your user permissions you may have the ability to manage packages as necessary This process is outlined in detail in a later section I ssue Tree n our example above our issue tree contains issues labeled Bid Set Addendal Addenda2 Addenda3 and Specifications When viewing documents in the issue tree you may select either the name of the issue or by clicking on the 4 next to the issue you may select a specific discipline within that issue All documents within your selection will be listed in the Item Browser window In all cases thumbnails images of any document in the Item Browser window may be viewed by clicking on the item name Documents can be added to your cart by selecting the cart icon next to the desired item As you add items to your cart the Shopping Cart 0 Items will be adjusted to show the number of items currently in your cart To add an entire set or package to your cart select the shopping cart icon next to t
74. your broadcast with all recipients listed within step two Vi Pick Trades Recipients amp Method of Delivery Total Counts Recipients 11 Emails 11 Faxes 0 add recipients remove selected remove all save changes Select a quick Email Fax option Iv Apply changes to Master Address Book 1 Company Name amp CSI 5 Preview sel Trades Contact Name First Last Email Fax Personal Message Templates E F bidcaster demo r 555 555 5553 dl Broadcast ES Response D V bidcaster demoq M 555 555 5554 dl Broadcast ES Response D F bidcasterdemog mM 555 555 5552 z Broadcast ES Response D Concrete Barriers ben Jason m bidcasterdemo m Jess v Response Iv 01080 M 01400 M 01660 ha M 02010 M 02150 M 16999 M Concrete Barriers Jim ng Ip bidcasterdemo m z Broadcast gt Resoonse Step 2 Populated By default BidCaster will send out all broadcasts via email You may choose to change this option by using the dropdown menu and choosing Check all Fax Check all Email and Fax Uncheck all Email Uncheck all Fax Uncheck all Email and Fax Additionally rather than making changes to all recipients you may choose instead to add or remove check boxes for any individual recipients add recipients remove selected remove all save changes a Select a quick Email Fax option D SEET EE Check all Email Uncheck all EMail Contact Name First Last Email Fax Chec

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