Welcome to Comdata's Permit Ordering System!!

Transcription

1 Comdata Regulatory Compliance Services Welcome to Comdata's Permit Ordering System!! To order your Oversize/Overweight permits, simply complete the order form contained in the attached file, save a copy for your records, and it to: permitsone@comdata-legalization.com We have also attached a separate file with step by step instructions on setting up your personal desktop to make daily ordering even easier. If you have any questions, or would like information on any of our additional services (including our PC ordering system "MOTRS"), please feel free to contact Janet Mack at It is a pleasure working with you and we look forward to serving all your permitting needs.

2 Comdata Regulatory Compliance Services Application Instructions The following instructions illustrate how to order a permit using Microsoft Excel and Microsoft Outlook. In an effort to help keep you organized, we suggest creating a Permits folder. You could use this folder to save all your permit applications as well as your blank order form. Step 1. Creating a Folder To create a Permits folder single click the Start button, then click Programs and double click Windows Explorer. Once Explorer is open then click File, New and Folder (Figure E-1). Figure E-1 A new folder appears on the screen. Assign your folder a name. We suggest naming your folder Permits (Figure E-2 & E-3). Note: We are assigning this Folder on the C:\ drive. If you would like your folder located elsewhere, please specify when creating. 2

3 Figure E-2 Type Permits in the box and hit the Enter key your keyboard. Figure E-3 3

4 Step 2. - Preparing Your Form Double click the icon labeled Faxform_teamX located in the you received from us. This will open Microsoft Excel and open your order application form (Figure E-4). Figure E-4 Next, insert the following information in the appropriate space provided: Company Name Insurance Company Company Address City/State Address Policy # Account # Expiration Date Contact Name Telephone # ICC # After entering the above information Save the file. We recommend saving the order form with a file name that is easy for you to remember or use the file name provided (Figure E-5). 4

5 Figure E-5 Click File, then Save As. A window will appear asking for a file name (Figure E-6). Figure E-6 Be sure you have selected for the Save In: box the location where you want your document saved. Above we selected our Permits folder and File name: Faxform_teamX. Then click the Save button to actually save the file. 5

6 Step 3. - Ordering a Permit To order a permit, open your blank order application form you previously modified in Microsoft Excel. You can locate Excel by clicking the Start button, then Programs and scroll until you find Microsoft Excel. Once Excel is open, click File, then Open, and choose the location and file name of your permit application form (Figure E-7 & E-8). Figure E-7 Figure E-8 Click on the file name and choose Open. This will open your order form. 6

7 While in the order form you may Tab from question to question answering all questions that apply. Hint: Shft-tab will quickly take you forward & backward from question to question. Once your form is complete you are ready to Save your order and send it to Comdata Regulatory Compliance Services. We recommend saving your order form with a different file name other than your blank order form. By saving under a different name, this will help eliminate any confusion (Figure E-9 & E-10). Figure E-9 Figure E-10 Notice (Figure E-10), we saved this order form as Dallas_BatonRge in our Permits folder. 7

8 Step 4. You are now ready to send our order to Comdata. First, open your software. Note: for this example we are using Microsoft Outlook other packages may differ slightly. Click Actions then New Mail Message (Figure E-11). Figure E-11 Figure E-12 Next you will enter the address in the TO field. Please use the address you received from us in your Welcome message. The Subject: field is not required, however, we used Order as our subject (Figure E-12). Then attach your order to the . To do so, simply click the Attachment Icon (Figure E-13). Figure E-13 7

9 Now search for the saved file you want to send then double click on the file itself. This will attach the file to your (Figure E-14). Figure E-14 Double click on Dallas_Batonrge.xls Figure E-15 Once your file is attached then click the Send button (Figure E-15). A Comdata Permit Specialist will process your order and reply back to your address giving you confirmation and a reference number. 9