Help

Getting started

• Getting started: your first visit
• Signing in and getting access
• Your account, your team and notifications
• Roles and what each one sees

Invoices and payments

• Paying an invoice
• Invoices, statements and paying several at once
• Billing details and tax exemption

Orders and quotes

• Orders and reorders
• Reorder reminders Not switched on yet
• Telling us how a job went Not switched on yet
• Quotes and estimates
• Job status and tracking
• Inventory and stock alerts
• Live updates from production Not switched on yet

Files and proofs

• Sending files and the preflight check
• Reviewing and approving proofs
• File quality and tips for your designer
• Print calculators: paper weights, spine width and sheets per run Not switched on yet

Mailing

• Checking a mailing list

Reports and documents

• Reports
• Documents: W-9, insurance and compliance
• Connecting your systems (API) Not switched on yet

Help and support

• Text messages Not switched on yet
• Getting help
• The portal assistant
• Something isn’t working
• Security and privacy