DocStore 4.7.2 - Online Catalog Quick Reference

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reating a Catalog Order requires you to complete six tasks: Task 1: Log on to your FedEx Office DocStore order site. Task 2: Select documents from your catalog. Task 3: Customize documents (required only if documents are customizable). Task 4: Complete your shopping cart options. Task 5: Enter shipping and production details. Task 6: Confirm your order.

Task 1: Log on to your FedEx Office DocStore order site 1. Open your browser and go to the following address: https://docstore.fedex.com/accountname 2. Type your User ID and Password if required and click Continue. If you have not already set up a password hint and you have permission to change your password, DocStore displays options for setting up a reminder question and answer that when entered will allow you to retrieve a forgotten password. If you have forgotten your username or password, click the Forgot your password or the Forgot your username link as necessary and answer the onscreen question. You will receive your login information in an e-mail message. When you have completed the steps for setting up your hint reminder, click the Start button in the DocStore navigation bar to return to the Login page. Do not click OK again. DocStore sends you a new e-mail message each time you click OK on the final retrieval screen. 3. Click Select Documents From Your Online Catalog.

Navigating your FedEx Office DocStore order site Use the order navigation icons to review or edit parts of your order as you fill in your order information:

Use the options on the right side of the navigation bar for Help on using DocStore, to log out of FedEx Office DocStore, or to view personal account options, such as your personal address book, order history, and user profile:

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DocStore 4.7.2 - Online Catalog

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Task 2: Select documents from your catalog 1. Under Folders, click the name of a folder to view its contents. 2. Click the plus ( ) and minus ( ) buttons in the Folders list to expand and collapse folders as you browse the catalog. 3. Type the quantity of each document you want to order into the boxes in the Quantity column. 4. Click Add to Cart to add the selected documents to your shopping cart. As you add documents to your cart, the page updates to display the number of documents currently in your shopping cart. Once you have added a document to your cart, you must access your cart to remove the document from your order or change its quantity. 5. Continue selecting documents from the folders in your catalog. 6. Click Continue to view the contents of your cart.

Searching for documents To search for a document in your online catalog by keyword, 1. Type all or part of the name, description, or keyword assigned to the document into the Keyword box. 2. Click Search.

Viewing thumbnails or PDF previews of documents You can view documents as a thumbnail or PDF if their title is an underlined link.

Document titles appear as underlined links if you can view a thumbnail or a PDF preview of them. Not all documents have previews. To view a thumbnail or PDF preview of a document, X Click the underlined title of the document.

Task 3: Customize documents The navigation bar includes the customize option if you can add special text or graphics to any of the documents in your order. If the navigation bar contains the Customize option, you must customize your document before placing your order and must preview your document at least once before you can continue. 1. Click customize or page.

to go to the Customize Document

The Customize Document page lists the name of each text and graphic item in the document that you can customize. 2. Click the linked name of each customizable text or graphic item or use the scroll bar to go to each selection. 3. Make your custom selections and click Preview to view your choices for each selection. You must preview your document at least once before you can continue. 4. Click Continue when you finish customizing your document.

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Task 4: Complete your shopping cart options 1. Change the quantity of each document you have added to your order if necessary and click Update Subtotals (available only if your site displays pricing) to save your changes. You can also click Delete to remove a document from your order or click Empty Shopping Cart to remove all items from your cart.

2. Enter your contact information in the Contact area of the page. The order contact receives an e-mail confirmation after you place the order and serves as the point of contact for the FedEx Office location producing the order.

3. Use the options under Payment to specify how you want to pay for the order and to include your purchase order number if applicable.

If you are using a public account, you can select the Remember my contact info check box to store your contact information for future orders. Online payment may be unavailable for your DocStore site. If you select Pay at Store, you must pick up your order at the store and any online pricing shown will be estimates. Your browser must be set to accept cookies for this feature to work. See documentation for your browser or your organization’s IT contact for details.

4. If you have a purchase order number, type the number in the Purchase Order Number box.

5. If you’re paying with a credit card, use the options under Billing Address to specify your billing information.

Select the Same as contact check box if the billing address is the same as the Contact address. Online pricing and payment is unavailable if you enter an international billing address.

6. Click Continue.

Task 5: Enter shipping and production details 1. Click an option in the Order Completion list to specify when you want your order completed.

Completion options vary depending on how your site is set up. The Order Completion time does not include shipping time.

2. If the option is available to your site, click a location in the Production

Location list to specify the FedEx Office store you want to produce your order or click Locate Store to access options for finding a FedEx Office store. Online pricing and payment is unavailable with international locations.

3. Use options in the Recipient box to enter contact and address information for the person who is to receive the order.

Select the I am the recipient check box to automatically enter recipient information saved in your user profile. Click Select from Address Book if available to select recipient information from a global or personal address book.

4. Click an option in the Delivery box to specify if and how you want the

order delivered. Based on the option you select, complete any additional delivery options that appear. If you chose to pay for your order at a FedEx Office location, you must pick up your order.

5. Type any special delivery instructions into the Delivery Instructions to Center box if necessary.

6. Click Continue to access options for confirming your order.

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Task 6: Confirm your order The Confirm Your Order page lists details about your order. 1. Review the information in the Confirm Your Order page carefully to verify it’s correct. The confirmation page reflects tax exempt pricing if applicable. 2. Click one of the following options: Click this option…

To do this…

Edit

Change the information corresponding to the selected Edit button.

Back to Shopping Cart

Edit documents and quantities ordered or change contact and payment information.

Place Order

Complete your order and go to a Thank You page.

3. Click Print This Page in the Thank You page if you want a record of your order details. The order contact will also receive a confirmation e-mail message.

Viewing your order history You can view a history of your orders if order history is available at your site. To view your order history, f Click My Account then Order History from the DocStore navigation bar:

Your order history lists the order number, date ordered, order status, and total price for each order in your history. From your order history, you can • Click an order number to view details about the order. If you specified to have FedEx deliver an order, order details include a FedEx Tracking number and link to track the order. • Click a column heading to sort the order history by the selected column. You can sort columns in ascending and descending order.

Spending limits If your company has applied spending limits to your document catalog, Online Catalog warns if you exceed these limits. If you exceed your spending limits X Adjust documents and quantities in your order so the order does not exceed the spending limit or click Continue to request approval. © 2009 FedEx Office and Print Services, Inc. For assistance, please call 1.800.GoFedEx or e-mail [email protected].

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DocStore 4.7.2 - Send and Print Order Quick Reference Pricing and Payment Exceptions Prices provided are estimates if you request a proof or cutting and folding options, if you include special instructions with your order, or if you choose to pay for your order at a FedEx Office location. The FedEx Office location producing the order calculates the final price.

Adding files and choosing printing options 1. Click Browse to locate the first file you want added to this document in your order. Files can be a maximum of 50 MB. 2. Select printing options for your first file.

DocStore is unable to provide online pricing if • Your site is not set up for online pricing • DocStore cannot recognize one of your file formats or has a conflict with a file, such as a conflict with page sizes • You select International FedEx or a shipping service other than FedEx for delivery • An international FedEx Office store is to produce your order • The recipient or billing address is an international address You cannot pay online if you • Are logged on to a site that is not set up for online pricing • Choose to pay for the order at a FedEx Office location • Request a proof, enter special instructions, or cutting and folding • Select International FedEx or a shipping service other than FedEx for delivery

3. Click Add File. 4. Continue adding files to your document, if needed. 5. Click Continue when you are done. If you submit a document that has a custom paper size, you must use the link under Special Instructions when setting document finishing options to specify the custom paper size in a note (see the following section for details).

Selecting document finishing options

• An international FedEx Office store is to produce your order

1. If necessary, use the Document Name box to change the name DocStore has given to your document by default.

• The recipient or billing address is an international address

2. Select Finishing Options for your document.

• Try to use a non-USA credit card

Logging on to your DocStore order site 1. Open your browser and go to your DocStore order site. The site’s main page indicates the mode in which your site is running: If the site is in Safe Mode, orders are not sent to the producing location. If the site is in Test Mode, orders are sent to the producing location, but marked “Test” on the Job Ticket and Transaction Reports. 2. Type your username and password, if required, and click Continue. If you have not already set up a password hint and you have permission to change your password, DocStore displays options for setting up a reminder question and answer that when entered will allow you to retrieve a forgotten password. If you have forgotten your username or password, click the Forgot your password or the Forgot your username link as necessary and answer the onscreen question. You will receive your login information in an e-mail message. When you have completed the steps for setting up your hint reminder, click the Start button in the DocStore navigation bar to return to the Login page. Do not click OK again. DocStore sends you a new e mail message each time you click OK on the final retrieval screen. 3. Click Send & Print Your Documents at FedEx Office.

3. If you selected “Other” as a finishing option, click the link under Special Instructions to enter additional instructions about the finishing option you need. 4. Click Continue to Preview to see how the document will appear when printed or click Add File to add another file to the document.

Organizing files in your document DocStore orders files in the order you add them. If your document contains more than one file, you may need to reorder the files so FedEx Office will know how you want the files in your document organized. To change the position of a file: 1. Click a number from the list next to the file you want to reposition to specify the position of the file in the document. 2. Click Update Positions. If your document has tabs or inserts, use the link under Special Instructions to enter additional information about how you want your document organized.

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You can edit, delete, or create more documents in your order, or empty your shopping cart and start over.

Previewing your document Use the options in the Preview Document page to preview the remainder of your document or do one of the actions in the following table. You cannot preview a document if you selected “Other” as a printing or finishing option. To do this…

Click this option…

Edit print and finishing settings selected for your document

Edit

Add another document to your order

Create Another Document

View the contents of your shopping cart

Continue to Cart

2. Enter your contact information in the Contact area of the page. 3. Use the options under Payment to specify how you want to pay for the order. If you select Pay at Store, you must pick up your order at the store. See Pricing and Payment Exceptions at the beginning of this guide for payment and pricing availability. 4. If you’re paying with a credit card, use the options under Billing Address to specify your billing information. Select the Same as contact check box if the billing address is the same as the Contact address. 5. Click Continue.

Estimating Your Price as You Build Your Document Depending on how your account and site are set up, you can now see the Estimated Price for your document dynamically updated as you build it instead of waiting until Order Confirmation. The Estimated Price appears during all document selection steps above the option screens.

Entering shipping and production details 1. Click an option in the Order Completion list to specify when you want your order completed. The Order Completion time does not include shipping time. 2. Click an option in the Proof list to specify whether you want to receive a proof and if so, how you want to receive it. Based on the option you select, complete any additional proof options that appear. 3. If the option is available to your site, click a location in the Production Location list to specify the FedEx Office store you want to produce your order or click Locate Store to access options for finding a FedEx Office store. 4. Use options in the Recipient box to enter contact and address information for the person who is to receive the order.

You can also click on the Estimated Price to expand the Price Detail window. The Price Detail window provides you with more details on the Estimated Price for the document.

Select the I am the recipient check box if the recipient information is the same as the contact information you entered. You can also click Select from Address Book to select recipient information from a global or personal address book. 5. Click an option in the Delivery list to specify if and how you want the order delivered. Based on the option you select, provide any additional required billing information. If you chose to pay for your order at a FedEx Office location, you must pick up your order. See Pricing and Payment Exceptions at the beginning of guide for payment and pricing availability.

Please note that the Estimated Price will dynamically display contracted pricing based on the DocStore Site and User Preference profile settings and Logging rules. Also, the following customer applicable discounts will be considered: • FedEx Office Account Number • Customer Administrative Services Card • National Discount Card • Volume (Best Price Logic)

Completing your shopping cart options

6. Type any special delivery instructions in the Delivery Instructions to Center box. 7. Click Continue to access options for confirming your order.

Confirming and placing your order 1. Review your order carefully. The confirmation page reflects tax exempt pricing if applicable. See Pricing and Payment Exceptions at the beginning of this guide for payment and pricing availability. 2. Click one of the following options:

1. In the Quantity box, type the number of copies you want of each document in your order (quantity defaults to 1).

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To do this…

Do this…

Change order information shown in the confirmation page

Click the Edit button corresponding to information you want to change.

Edit documents and quantities ordered or change contact and payment information

Click Back to Shopping Cart.

Complete your order and go to a printable order confirmation page.

Click Place Order.

f When you access your Briefcase for the first time it will be empty and will display the error message “One or more errors occurred while processing your request. A brief description of each error is shown below.”

f Your Briefcase retains information on Send & Print orders only as they are placed after the Briefcase functionality has been set up for your account.

3. Click Print This Page in the Thank You page if you want a record of your order details. The order contact will also receive a confirmation e-mail message. Feel free to click the Please Take Survey link if offered to give us feedback on your DocStore experience. Send and Print offers this link only if you entered special instructions for your order.

Reordering from Your Briefcase Depending on how your site and account are set up, you may be able to view information about previously submitted Send & Print orders as well as submit them for reorder through the Briefcase. 1. Select My Account and then Briefcase in the DocStore navigation bar to view your previously submitted Send & Print orders.

2. You can now easily reorder previously-submitted orders through the Briefcase.

To help you find what orders or documents you would like to resubmit, the following features have been added: •

You can search for orders by using the document name, the order number, or by the order date.

•

You can sort the listing of orders in your briefcase by clicking the column headers for order number, order date, or expiry date.

•

You can preview the documents in your briefcase by clicking on the binocular icon for a thumbnail preview, or by clicking on the document hyperlink for a full document preview.

•

You can use the check boxes to quickly reorder multiple orders, an entire order, or select documents within an order.

Additionally, all Send & Print orders are saved in your Briefcase for six months. And if you reorder a document or order from your Briefcase, that order will be saved for another six months.

© 2009 FedEx Office and Print Services, Inc. TechComms-09-0707-MG-1.00 For assistance, please call 1.800.GoFedEx or e-mail [email protected].

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