User Guide for the New Kofax Partner Portal

Size: px
Start display at page:

Download "User Guide for the New Kofax Partner Portal"

Transcription

1 User Guide for the New Kofax Partner Portal The purpose of this document is to better acquaint you with the basic features of the new Kofax Partner Portal being released in August Please note that depending on your level of access and incremental improvements made to the portal, the screenshots provided may not exactly match your particular view within the portal. 1. Basic Navigation Login and Kofax Partner Portal Dashboard Once you ve received a notification that you have been granted access to the Kofax Partner Portal, follow the link provided to access the portal login page. Use the credentials provided in the notification for your Username and Password. Once you ve successfully logged in, you will be brought to the dashboard of the Kofax Partner Portal. The dashboard is comprised of tabs and links in the header, which you can use to access the various functions of the portal. The main portion of the dashboard will present you with the latest Kofax updates as well as alerts and activities for which you should be most aware. Please note that based on your access and permissions, the functions and content available to you may vary.

2 Managing Your User Profile and Account Details Click on the User Profile link at the top of the Kofax Partner Portal page to update your portal user record as well as change your password.

3 Click on the Manage Account link at the top of the Kofax Partner Portal page to update your company s profile information as well as create and/or associate contact records to your company profile. Creating New Portal Users As a Kofax Partner Portal administrator, you also have additional functionality available to create portal user accounts for your organization. At the bottom of the Manage Account page, click on the button marked Create New. Enter in the appropriate details for this user and click the Create and Invite to Portal button and the notification and approval process for this user will begin. Alternatively, if you simply want to add an employee contact record for your company, you can click the Submit button rather than the Create and Invite to Portal button.

4

5 2. Lead Management Viewing and Accepting Leads As a trusted partner, there are times when we will distribute lead information to your organization. To access leads which have been assigned to you, click on the tab marked Leads. To accept or reject leads, click on the appropriate checkboxes to the right of each record and then click the Save button. Accepted leads will be displayed in the tab marked Accepted and rejected leads will be sent back to Kofax. To view records in either view, simply click on the hyperlink under Company Name for each lead record.

6 3. Opportunity Management (Opportunity Distribution and Deal Registration) Opportunity Distribution As a trusted partner, there are times when we will distribute qualified sales opportunities to you and your organization. To access these opportunities, click on the tab marked New Opportunities. You can select and accept/decline an opportunity individually or you can accept/decline all distributed opportunities as a group using the Accept All and Decline All features. Deal Registration In instances when you would like to alert us about a potential opportunity that you are pursuing, you may register a deal through the portal. To begin the deal registration process, click on the tab marked Manage Opportunities and click the Create New button. You will be prompted to enter details specific to the opportunity that you are pursuing, such as the name of the customer, customer contact information, deal amount and products involved. Once you have completed this information, click the Submit button. The opportunity details will be submitted to

7 the appropriate Kofax teams for review and acceptance. Once a decision has been made, you will receive a notification of acceptance and you will then be able to manage the opportunity within the portal. Managing Opportunities To manage opportunities (both Opportunity Distribution and Deal Registrations), click on the tab marked Manage Opportunities. In the main opportunity management dashboard, you will be presented with all opportunities for which you are responsible. Using the Search and View features, you can filter down to the specific opportunity you would like to work on. Note that you can also export these opportunity details to Excel by clicking on the Export to Excel link. To work with a specific opportunity record, click on the hyperlink specific to the opportunity you would like to select. Within each opportunity record, you will be presented with a number of tabs and opportunity detail. Depending on the type of opportunity and your level of access and permissions, these tabs and detail may vary. Opportunity Details contains all the information regarding that opportunity, such as the customer, customer contact information, the size of the deal, products involved and other information that you will be able to update and manage as you bring the opportunity to closure. Opportunity History contains a detailed history of the sales stage changes and timestamps as you work your particular opportunity.

8 Opportunity Notes can be used to interact with Kofax resources as you manage a deal to completion. These would be primarily used to communicate with your Kofax Account Executive and/or Channel Account Manager, but these notes can also be used to keep tabs on different activities or tasks related to the opportunity. Opportunity Contacts can be used to create and associate contacts at the company related to the opportunity. Opportunity Status is the area where you will manage the progression of the opportunity through the full sales cycle. You can update the sales stage and close the opportunity as won or lost.

9 4. Discretionary Marketing Funds (DMFs) Submitting a DMF Request As a trusted Kofax partner, there are instances where you may qualify to be reimbursed for sales and marketing activities. To begin the process to gain approval for reimbursement, please submit a DMF request by clicking on the tab marked DMF. Once there, click on the link marked Create a New DMF to submit a new DMF Request. Fill out all the DMF form details and click the Save button to submit the request.

10 Attaching Receipts to Receive Reimbursement Once you ve received approval for reimbursement and you have executed your event or activity, you are expected to attach financial proof of the event or activity. To do this, navigate back to the relevant DMF record and at the bottom of the screen click on the Browse button to select the attachment and then click Update. Viewing Existing DMF Records You can review the status of any active or closed DMF records at any time by clicking on the tab marked DMF and clicking on the ID under the DMF ID column.

11

12 5. Training Vouchers Viewing Training Vouchers Depending on your Kofax partner level, you may qualify to receive complimentary training vouchers to obtain knowledge and certifications for Kofax products. To view these training vouchers, click on the tab marked Training Vouchers. You can use the pull-down menu next to View to select different status filters based on the status of the Training Voucher. You can use this information to register and participate in Kofax training and educational programs. To open the Training Voucher record, simply click on the ID linked under Voucher ID.

13 6. Certifications Viewing Certifications To help you keep your awareness of the depth and breadth of knowledge and experience of your organization as it relates to Kofax products, you can view the certifications that your organization and employees have achieved. To access these certification records, click on the tab marked Certifications. You can use the drop-down menu next to View to toggle between Certifications assigned to your particular user record or those belonging to your company overall. To open the Certification record, simply click on the ID linked under Certification ID.

14 7. Content Accessing Kofax Partner Content As a trusted Kofax partner, you will have access to Kofax content, which will provide you with the latest Kofax sales and product information. To access the different content libraries, click on the tab marked Documents. Depending on your geography, partner level and other attributes, you will be granted access to different content to help you succeed as you engage customers. You ll notice that documents will be segmented into different sections depending on your access level. To help you search through documents, you ll also have a Product drop-down list, which you can use to filter documents. Additional search features are expected to be released shortly.

15

OMICS Publishing Group Online Submission System

OMICS Publishing Group Online Submission System OMICS Publishing Group Online Submission System Editorial Manager -Reviewer Tutorial Contents Reviewer Software Requirements Reviewer Login Overview Registering with EM Duplicate Registration check Possible

More information

Quick guide to the SmartSimple on-line portal (making an application)

Quick guide to the SmartSimple on-line portal (making an application) EPA Research Programme 2014-2020 Quick guide to the SmartSimple on-line portal (making an application) POWERED BY SMARTSIMPLE Disclaimer Please read this document carefully prior to using the on-line portal.

More information

Register by completing the form, or connecting via your GitHub or Google account.

Register by completing the form, or connecting via your GitHub or Google account. SDL Developer Portal Registration Guide In order to register an application on the SDL developer portal, you must first create both a developer and company profile. Developer Profile Registration To create

More information

Partner Side SMART Guide

Partner Side SMART Guide Partner Side SMART Guide Table of Contents 1. Introduction... 3 2. Partner Registration Process... 3 3. Additional Form... 12 4. Scorecard... 13 5. View Buyer Profile... 14 Partner Side User Manual 31

More information

SmartSolutions Portal User Guide

SmartSolutions Portal User Guide SmartSolutions Portal User Guide Managing group permissions Updated 28/04/17 v1 In this guide we will show you how to manage and edit the permissions of other users within your organisation. 1. First,

More information

BBP Admin Participant Portal. Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account

BBP Admin Participant Portal. Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account BBP Admin Participant Portal Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account 1 BBP Admin Participant Portal Contents Getting started... 2 Registration...

More information

Department of Education Consultant Selection Process User Guide for Consultant Submittal Process

Department of Education Consultant Selection Process User Guide for Consultant Submittal Process Department of Education Consultant Selection Process User Guide for Consultant Submittal Process Version Edit Date Edited By 1.0 06/07/2017 Brett Kimura 1.1 08/02/2017 Austin Haruki 2.0 06/05/2018 Michele

More information

STEP-BY-STEP HOW TO GUIDE

STEP-BY-STEP HOW TO GUIDE STEP-BY-STEP HOW TO GUIDE for Kensington Register & Retrieve For HP Locks www.hplockregistration.kensington.com www.hplockregistration.kensington.com i ii Contents A. Create an Administrator Account.......................................

More information

Updated Course Access Instructions

Updated Course Access Instructions Updated Course Access Instructions Transitioning to Canvas Transition Information The Center for Services Leadership partners with the ASU Continuing and Professional Education unit (CPE) to offer our

More information

Supplier Response Guide. Access Supplier Portal to Review and Respond to Bid Opportunities

Supplier Response Guide. Access Supplier Portal to Review and Respond to Bid Opportunities Access Supplier Portal to Review and Respond to Bid Opportunities Contact entered for commodity code (and established proxies) will receive email notification of bid opportunity. 1. Login to the Supplier

More information

IntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account

IntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account IntegraFlex Employee Portal Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account 1 IntegraFlex Employee Portal Contents Getting started... 2 Registration...

More information

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Version 1.0 February 9, 2017 Version 1.0 TABLE OF CONTENTS 1.0 Getting Started... 1 1.1 Access to the Internet...

More information

ARRIS MEMBERSHIP REGISTRATION GUIDE

ARRIS MEMBERSHIP REGISTRATION GUIDE ARRIS MEMBERSHIP REGISTRATION GUIDE August 25, 2017 Version 1.9 Table of Contents ARRIS Applications and Membership... 3 Membership Registration... 4 Requesting Access to ARRIS Applications... 7 Forgotten

More information

TAS User Guide. 12 January Version 1.0

TAS User Guide. 12 January Version 1.0 TAS User Guide 12 January 2012 Version 1.0 Disclaimer This user guide is for information purposes and might not exactly match the functionality and display of the TAS Registration system and the TLD Application

More information

How to access My.QuestForHealth.com

How to access My.QuestForHealth.com How to access My.QuestForHealth.com Go to HertzCareCoordinators.com and log in to your account. Click My Plan on the top of the page and then click Rally Health. After you log in to your Rally account,

More information

My SmartCare Online Portal

My SmartCare Online Portal My SmartCare Online Portal Your reimbursement management portal from Benefit Coordinators Corporation (BCC). Customer Service Call Center: 800-685-6100 M-Thurs: 8:00am - 8:00pm ET / F: 8:00am - 6:00pm

More information

USER GUIDE. Enterprise Calendar. Event Management 8/1/2017 ENTERPRISE CALENDAR USER GUIDE 2

USER GUIDE. Enterprise Calendar. Event Management 8/1/2017 ENTERPRISE CALENDAR USER GUIDE 2 USER GUIDE Enterprise Calendar Event Management 8/1/2017 ENTERPRISE CALENDAR USER GUIDE 2 30 N. Third Street, Suite 200, Harrisburg, PA 17101 Phone : 717-773 - 4750 CHANGE HISTORY Author Date Version Change

More information

Ariba Network Quick Start Guide for Suppliers

Ariba Network Quick Start Guide for Suppliers Ariba Network Quick Start Guide for Suppliers Table of Contents Managing Roles and Users...3 Creating a Role... 3 Creating a User... 5 Modifying a User... 7 Account Configuration...8 Company Profile...

More information

Let us know what you d like to do:

Let us know what you d like to do: Thank you for registering your new Co-operative Energy online account. Your new online account has a fresh new look and brings home energy management right to your fingertips. Below you will find a guide

More information

Supplier Registration Quick Reference Guide for Suppliers

Supplier Registration Quick Reference Guide for Suppliers Supplier Registration Quick Reference Guide for Suppliers Supplier Registration Thank you for your interest in doing business with Tapestry. All suppliers are expected to register on Ariba Network to maintain

More information

Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider,

Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider, Welcome to Care Wisconsin s Provider Authorization Portal Training. The Authorization Portal is a web-based portal which allows you, the provider, ready access to specific service authorization information

More information

SIS offline. Getting Started

SIS offline. Getting Started SIS offline We highly recommend using Firefox version 3.0 or newer with the offline SIS. Internet Explorer is specifically not recommended because of its noncompliance with internet standards. Getting

More information

Kroger Supplier Information Management System (SIM) Training Documentation

Kroger Supplier Information Management System (SIM) Training Documentation Kroger Supplier Information Management System (SIM) Training Documentation Introduction All Kroger suppliers are required to register in Kroger s new Supplier Information Management (SIM) system. The SIM

More information

User Guide for the Online Application. OCC Front Office Portal G3 Front Office2.5

User Guide for the Online Application. OCC Front Office Portal G3 Front Office2.5 User Guide for the Online Application OCC Front Office Portal G3 Front Office2.5 0 TABLE OF CONTENTS ONLINE APPLICATION PROCESS o How Do I Apply For Export Market Access? 2 COMPETING THE APPLICATION FORM

More information

Expense Approvals on Nexonia s Web Application

Expense Approvals on Nexonia s Web Application Expense Approvals on Nexonia s Web Application Expense Approvals on Web Nexonia Expenses on the web gives approvers the ability to review expenses submitted to them for approval. You can review submitted

More information

Martin Baker Secure Source-to-Pay How to Access and Log In

Martin Baker Secure Source-to-Pay How to Access and Log In Martin Baker Secure Source-to-Pay How to Access and Log In December 2017 1 How to Log in to Secure Source-to-Pay The Managed Access Gateway (MAG) solution is used as the login authentication and access

More information

Table of Contents. CPS Supplier Portal 05 - Self-Service "Admin"

Table of Contents. CPS Supplier Portal 05 - Self-Service Admin Table of Contents Introduction... 2 Prerequisites... 2 General... 3 Company Profile - Organization... 4 Contact Directory... 5 Create a New Contact... 6 Update a Contact... 8 Inactivate a Contact... 10

More information

UNFPA esupplier Connection

UNFPA esupplier Connection UNFPA esupplier Connection Supplier User Guide October, 2015 UNFPA esupplier Connection User Guide 20.docx 1 Contents UNFPA esupplier Connection... 3 Vendor Self Service... 3 Register as a Vendor User...

More information

International Journal of Crashworthiness

International Journal of Crashworthiness International Journal of Crashworthiness And Tutorial for Reviewers Updated 19/07/05 Table of Contents Registering 3 Logging In 3 4 Changing your password 4 Software requirements 5 New Reviewer Invitations

More information

Employee User Guide What Employees Need to Know About Using the Burnham & Flower Wealthcare

Employee User Guide What Employees Need to Know About Using the Burnham & Flower Wealthcare Employee User Guide What Employees Need to Know About Using the Burnham & Flower Wealthcare Table of Contents Getting started...2 My accounts...3 My expenses...13 Communications...15 Enrollment...17 Resources...21

More information

Hewlett Packard Enterprise Smart Quote

Hewlett Packard Enterprise Smart Quote Hewlett Packard Enterprise Smart Quote User Guide for Reseller Table of contents 1 Introduction to Smart Quote... 3 1.1 What is Smart Quote?... 3 1.2 Who will use Smart Quote?... 3 1.3 Do I require a special

More information

User Guide. PartnerPortal Support at your Fingertips

User Guide. PartnerPortal Support at your Fingertips User Guide PartnerPortal Support at your Fingertips Table of Contents How to Access the PartnerPortal pg. 3 PartnerPortal User Settings pg. 4 Placing an Order pg. 5-6 Wish List pg. 7 Pricing pg. 8 Submitting

More information

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative!

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! C3 Training Database How-To Guide Participating on a Project Specialty Contractor 12/06/2017 Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! The training database

More information

Quick Start: Permission requests and approvals

Quick Start: Permission requests and approvals Quick Start: Permission requests and approvals and approvals Microsoft Volume Licensing Field Center This guide shows field users the process for requesting access to the Volume Licensing Field Center

More information

Table of Contents Brainshark. All rights reserved.

Table of Contents Brainshark. All rights reserved. Table of Contents Administrator Reference Guide... 2 Introduction... 2 Topics... 2 Folders... 3 Manage Folders... 3 Edit Folder... 3 Edit Folder Properties... 3 Assign Folder Permissions (Viewer, Author,

More information

Mobile Health. Getting Started

Mobile Health. Getting Started Mobile Health provides a member with a personalized navigation through today's complex health ecosystem. You receive personalized health alerts, education, and communication based on your unique needs

More information

SDMS TRAINING MANUAL FOR TRAINING PARTNERS

SDMS TRAINING MANUAL FOR TRAINING PARTNERS SDMS TRAINING MANUAL FOR TRAINING PARTNERS Table of Contents Table of Contents Document History... Error! Bookmark not defined. Logging in to SDMS Portal (Partner Login)... 3 Creating Trainers... 6 Creating

More information

STUDENT CLUBS ORGSYNC MANUAL

STUDENT CLUBS ORGSYNC MANUAL STUDENT CLUBS ORGSYNC MANUAL 2016 STUDENT CLUBS ORGSYNC MANUAL 2016 1 CONTENTS Orgsync video tutorial links 3 How to set up your student club 4 How to make changes to your student club profile 4 How to

More information

Florida Blue and Florida Blue Foundation. Online Grant Application Information Guide

Florida Blue and Florida Blue Foundation. Online Grant Application Information Guide Florida Blue and Florida Blue Foundation Online Grant Application Information Guide SmartSimple Is Florida Blue s and Florida Blue Foundation s New Grants Management System Login: https://floridablue.smartsimple.com/welcome/gms/?u=1

More information

Wellington City Council Funding Portal Quick Reference Guide for Applicants

Wellington City Council Funding Portal Quick Reference Guide for Applicants Wellington City Council Funding Portal Quick Reference Guide for Applicants Before you Begin The intended audience for this document is a new user who is registering for the first time or for a returning

More information

Copyright 2018 ARRIS Enterprises, LLC. All rights reserved. Ruckus Incentive Center MDF Training Guide

Copyright 2018 ARRIS Enterprises, LLC. All rights reserved. Ruckus Incentive Center MDF Training Guide Ruckus Incentive Center MDF Training Guide What s included in this guide? How to apply to be a Ruckus Ready Partner How to access the Ruckus Partner Portal How to access the Ruckus Incentive Center and

More information

Your login page should now open, similar to this one. *This manual is based around logging into and using 360 Lifecycle Office *

Your login page should now open, similar to this one. *This manual is based around logging into and using 360 Lifecycle Office * Introduction The object of this manual is to provide you with the necessary navigational support in order for you to invite your clients to the portal and communicate with them directly from the client

More information

Have a question? Speak with a member of our team on

Have a question? Speak with a member of our team on Supplier User Guide - 1 - Contents Dashboard... - 3 - Profile... - 4 - Completing the Questionnaire... - 6 - Request Information... - 10 - Manage Users... - 12 - - 2 - DASHBOARD The dashboard is a central

More information

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS DECEMBER 2016 TABLE OF CONTENTS IMPORTANT THINGS TO REMEMBER... 4 1. SUBMITTING A CANADA SUMMER JOBS APPLICATION... 4 1.1 How to

More information

Log in. Your experience begins when you access our easy to remember URL,

Log in. Your experience begins when you access our easy to remember URL, prepress portal InSite v5.0 Whether you are an experienced user or new to our online proofing software, you will find the features of InSite easy to understand and intuitive. Online proofing brings many

More information

TSYS GUIDE. Logging into the TSYS Gateway

TSYS GUIDE. Logging into the TSYS Gateway TSYS GUIDE The Xpress-pay Team endeavors to educate and inform our clients how to use all available tools to ensure that vital information is readily available and your experience with epayments is positive.

More information

BESNet User Manual. Exception Request Preparation for Registered Entities. June 29, 2014 Version 1-2

BESNet User Manual. Exception Request Preparation for Registered Entities. June 29, 2014 Version 1-2 Table of Contents BESNet User Manual Exception Request Preparation for Registered Entities June 29, 2014 Version 1-2 3353 Peachtree Road NE Suite 600, North Tower Atlanta, GA 30326 404-446-2560 www.nerc.com

More information

Getting Started with Community Gateway

Getting Started with Community Gateway Getting Started with Community Gateway For Mount Sinai PPS Partners (Non-Mount Sinai Employed) Mount Sinai PPS Mount Sinai PPS Getting Started with Community Gateway for Mount Sinai PPS Partners (Non-Mount

More information

Resource Management Surplus Property Program Surplus Property Program Database PCT User s Manual. Online Database. Property Custodian User s Manual

Resource Management Surplus Property Program Surplus Property Program Database PCT User s Manual. Online Database. Property Custodian User s Manual Database PCT User s Manual Online Database Property Custodian User s Manual Last Updated 16 September 2015 Database PCT User s Manual Table of Contents Database overview 3 process 4 System access and roles

More information

ValuesVenture User Guide

ValuesVenture User Guide V2 ValuesVenture User Guide Key Features of the V2 Portal (bb.valuesventure.com) The BB Citizenship Badge Stages 2 & 3 have been designed using ValuesVenture. This is a program format designed for youth

More information

Creating Your Parent Account

Creating Your Parent Account Parent Portal Guide for Parents 2016-2017 Creating Your Parent Account Before using the parent portal, you must pick up your access id and password from the school. This information must be picked up in

More information

AVID Reports. User Manager

AVID Reports. User Manager AVID Reports User Manager Table of Contents Overview... 3 User Manager Features... 4 Application Toolbar...4 Add New User...4 Export to Excel...4 Help...4 User Account List...4 Sorting...4 Editing...4

More information

Lloyds Bank Commercial Cards CCDM User Guide

Lloyds Bank Commercial Cards CCDM User Guide Lloyds Bank Commercial Cards CCDM User Guide Expense Management for Approvers Version 1.1, 22082017 Please note that this document is for guidance only and as such not all screenshots will mirror your

More information

PROFESSIONAL DEVELOPMENT ADVISOR (PDA) USER GUIDE

PROFESSIONAL DEVELOPMENT ADVISOR (PDA) USER GUIDE PROFESSIONAL DEVELOPMENT ADVISOR (PDA) USER GUIDE PDA Account Registration On the America s Health Insurance Plans website (www.ahip.org/courses ), Click Register and submit your information. Please note

More information

Vantiv Merchant Services Referral Hub

Vantiv Merchant Services Referral Hub Vantiv Merchant Services This job aid is intended for BMO Harris employees to assist with submitting merchant referrals to Vantiv using the Referral Hub. The Referral Hub is mobile ready to accept BMO

More information

Applicant Dashboard Step by Step. Contents

Applicant Dashboard Step by Step. Contents Applicant Dashboard Contents Accessing the Applicant Dashboard... 3 Applicant Dashboard Page... 4 Personal Information... 5 Manage Organisations... 6 Manage Users... 7 Adding a User... 7 Current Application...

More information

Regions Image Lockbox Online User Guide Options

Regions Image Lockbox Online User Guide Options Regions Image Lockbox Online User Guide Options 2011 Regions Bank. Regions Lockbox Services subject to product terms and conditions. Rev. 041411. Image Lockbox Online Image Lockbox Online allows you to

More information

How to Sign Up for a Volunteer Activity

How to Sign Up for a Volunteer Activity How to Sign Up for a Volunteer Activity Visit www.catholiccharitiesdc.org/volunteer Click the One-Time volunteer button to see the upcoming volunteer activities On the Calendar, click the activity where

More information

Light Account Supplier Quick Guide. Version: 1.0 / July 2018

Light Account Supplier Quick Guide. Version: 1.0 / July 2018 Light Account Supplier Quick Guide Version: 1.0 / July 2018 Agenda What is the Ariba Network Light Account Light Account Registration and Setup PO Handling Order Confirmation Handling Advanced Shipping

More information

Banner Security Access Request

Banner Security Access Request is a Web Form designed for Supervisors to submit Banner Access Requests for their employees. This online form replaces the previous paper form in a secure environment. This helps the Banner team respond

More information

Supplier Portal. Instruction Manual

Supplier Portal. Instruction Manual This manual provides information necessary to become a registered Supplier with the Hillsborough County Aviation Authority Procurement Department. Supplier Portal Instruction Manual 0 Introduction to Supplier

More information

The Basics. As of December 12, 2016

The Basics. As of December 12, 2016 The Basics As of December 12, 2016 Accessing REDCap 1. To access REDCap, enter the URL into your internet browser: https://redcap.wakehealth.edu/ 2. Login using your Medical Center ID and password 3. FAQ

More information

Support.polycom.com Reference Guide

Support.polycom.com Reference Guide Support.polycom.com Reference Guide Contents Home Page... 2 License Activation and Upgrade... 3 License Dashboard... 3 Product Registration... 4 My Company s Products... 7 RMA Status... 9 RMA Creation

More information

IDM Internet User Manual

IDM Internet User Manual IDM Internet User Manual Version: V1.1 Page 1 of 24 Document Purpose The purpose of this document is to provide the public users an overview of the equalification Application Ministry. By going through

More information

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15 Specialty Contractor User Manual Welcome to the C3 Training Database for Construction Career Collaborative! This software is where you keep track of your employees' training and safety credentials, project

More information

Agent Connect User Guide

Agent Connect User Guide Agent Connect User Guide February 27, 2018 Table of Contents Access & Login Information Creating Support Tickets - Attaching Files to Support Tickets - Monitoring WellCare Response Downloading Statements

More information

S-231 Engine Boss was revised in 2012 to allow students the opportunity to access content at their own pace, online.

S-231 Engine Boss was revised in 2012 to allow students the opportunity to access content at their own pace, online. S-231 Engine Boss was revised in 2012 to allow students the opportunity to access content at their own pace, online. Online content takes 6-8 hours to complete, so plan ahead. The instructor-led section

More information

Guideline for vendors for the vendor registration of HARTING

Guideline for vendors for the vendor registration of HARTING Guideline for vendors for the vendor registration of HARTING Level 03/2012 Vor- u. Zuname HARTING Gesellschaft 1/XX 1 Call vendor registration If you want to become a vendor for HARTING please register

More information

Compliance Document Manager User Guide

Compliance Document Manager User Guide Compliance Document Manager User Guide Contents OVERVIEW... 3 SYSTEM REQUIREMENTS... 3 VENDORMATE PASSWORD REQUIREMENTS... 3 LOGIN... 4 THE HOME SCREEN... 5 BA Screening... 5 BA Oversight... 5 My Screening

More information

DaDaDocs for Microsoft Dynamics 365 Administrator Guide

DaDaDocs for Microsoft Dynamics 365 Administrator Guide DaDaDocs for Microsoft Dynamics 365 Administrator Guide Requirements: Microsoft Dynamics 365 organization. PDFfiller user account. Installation and configuration 2 Install DaDaDocs 2 Update to the latest

More information

Greenway Patient Portal (MyHealthRecord.com)

Greenway Patient Portal (MyHealthRecord.com) Greenway Patient Portal (MyHealthRecord.com) In order to optimize your care, we have implemented a Patient Portal for our providers and patients. You must request an email invitation to the Portal from

More information

Manage Users. Step 1 Navigate to the Manage Users tab on the dashboard and select the Invite New Manager page from the top navigation bar.

Manage Users. Step 1 Navigate to the Manage Users tab on the dashboard and select the Invite New Manager page from the top navigation bar. Invite New Manager Purpose: Manage Users Practices can add a new manager to approve appointments, deny appointments, and make other practice changes in the Everseat dashboard. Access can be customized

More information

Sanoma Procurement Portal

Sanoma Procurement Portal Sanoma Procurement Portal Supplier quick-start guide What is the Sanoma Procurement Portal? The Sanoma Procurement Portal is a online tool that Sanoma use to conduct their strategic sourcing activities

More information

Difference Card Mobile

Difference Card Mobile Difference Card Mobile Your Guide to Getting Started Easily manage your healthcare benefit account from your mobile phone! Managing your benefit accounts on-the-go is made easy with the Difference Card

More information

Prepress Portal InSite v5.0

Prepress Portal InSite v5.0 Prepress Portal InSite v5.0 Whether you are an experienced user or new to our online proofing software, you will find the features of InSite easy to understand and intuitive. Online proofing brings many

More information

Welcome to the Hyster Training Knowledge Center

Welcome to the Hyster Training Knowledge Center Welcome to the Hyster Training Knowledge Center Welcome to the Training Knowledge Center 1. TKC Overview 1 2. User s Guide 3 3. Manager s Guide 7 4. Frequently Asked Questions 14 5. TKC Issues and Comments

More information

Employer Portal Guide

Employer Portal Guide Employer Portal Guide This reference guide will assist in training all COBRA and Direct Bill clients on the PayFlex Employer Portal. This guide explains the functionality, tools and accessible features

More information

USPTO Accommodation Point User Guide VERSION 1.0

USPTO Accommodation Point User Guide VERSION 1.0 USPTO Accommodation Point User Guide VERSION 1.0 ii PUBLISHED BY MicroPact, Inc. 12901 Worldgate Drive, Suite 800, Herndon, VA 20170 COPYRIGHT MICROPACT, INC. All rights reserved. No part of the contents

More information

Employee Portal New User Guide

Employee Portal New User Guide Employee Portal New User Guide Your Guide to Getting Started on the Employee Portal CONTENTS Getting Started... 3 Registration... 3 Secure Authentication... 3 Your First Login... 3 Navigating Your Online

More information

NCI s Learning Management System (LMS) Instructor-Led Training (ILT) Learner Guide

NCI s Learning Management System (LMS) Instructor-Led Training (ILT) Learner Guide NCI s Learning Management System (LMS) Instructor-Led Training (ILT) Learner Guide 1 CONTENTS Terms Definitions.3 Access Instructor-Led Training (ILT).. 3 Register for Instructor-Led Training (ILT)...5

More information

There are two ways you can set up a new user profile. 1. Call or us at and we can set up a user for you

There are two ways you can set up a new user profile. 1. Call or  us at and we can set up a user for you I m trying to Log In for the first time. How do I do this? To log in to the new system for the first time, you will need to reset your password. Your username is the email address we have on file. Visit

More information

Supervisors of Elections DOS Online Grants System User Manual

Supervisors of Elections DOS Online Grants System User Manual Supervisors of Elections DOS Online Grants System User Manual Last Updated 1/18 OVERVIEW DOS Grants is the online application and management system for grants offered by the Department of State s Divisions

More information

User Guide Respond to Request for Information (RFI)

User Guide Respond to Request for Information (RFI) OVERVIEW This User Guide describes how Suppliers participates in Request for Information (RFI) events related to Pre- Qualification, Category Related Qualifications, Sourcing Pre-Screenings or Communications

More information

User Manual for SYSADMIN for e-diary Application

User Manual for SYSADMIN for e-diary Application User Manual for SYSADMIN for e-diary Application Version 1.1 August 27, 2015 Powered by: MPS Software Pvt. Ltd. TABLE OF CONTENTS 1. Purpose... 3 2. Revision History... 3 3. Application Access... 4 3.1.

More information

Mission Seek Instruction Manual for Basic Partnership Level

Mission Seek Instruction Manual for Basic Partnership Level Mission Seek Instruction Manual for Basic Partnership Level Index Registering your Agency (This step is for new partners only) 2 & 3 Login after your Agency is registered.4 Account Pending and Verifying

More information

FORUM Business Online Banking

FORUM Business Online Banking FORUM Business Online Banking FORUM Business Online Banking has a new look but still offers the same level of service and security. Complete privacy, controlled through encryption and passwords, ensures

More information

The Journal of The Textile Institute

The Journal of The Textile Institute The Journal of The Textile Institute And Tutorial for Authors Table of Contents Registering 3 Logging In 4 Changing your password 5 Submitting a paper 6-9 Reviewing & approving your paper 10 Tracking the

More information

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative!

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! C3 Training Database Contractor User Manual 12/06/2017 Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! The training database will help you keep track of your

More information

E-Learning Portal Online User Manual

E-Learning Portal Online User Manual E-Learning Portal Online User Manual [For Dealer Admin] Contents 1. Introduction... 3 2. Computer/Browser Specification... 4 3. Using the Application:... 5 4. Logging On:... 6 5. Forgot Password... 7 6.

More information

Research Grants Management System (RGMS) How To Information Sheet

Research Grants Management System (RGMS) How To Information Sheet How To Information Sheet Updated: 7 December 2011 Research Grants Management System (RGMS) How To Information Sheet CHIEF INVESTIGATOR ONLY (CI): A. I have never used the RGMS before. Where do I start?

More information

Contents Registering As a User Security Details 2 Registering as a User About You 4 Registering as a User Work Details 4 Two Step Verification 7

Contents Registering As a User Security Details 2 Registering as a User About You 4 Registering as a User Work Details 4 Two Step Verification 7 REGISTERING AN ACCOUNT ON THE PLYMOUTH PROFESSIONAL PORTAL 0-25 SEND Statutory Assessment Team and Early Help Contents Registering As a User Security Details 2 Registering as a User About You 4 Registering

More information

Table of Contents. I. How do I register for a new account? II. How do I log in? (I already have a MyJohnDeere.com account.)

Table of Contents. I. How do I register for a new account? II. How do I log in? (I already have a MyJohnDeere.com account.) Quick Start Guide If you are an App Developer, you can get started by adding a new app and configuring it to consume Deere APIs on developer.deere.com. Use this Quick Start Guide to find and try our APIs.

More information

BoardBookit for ipad Quick Start Guide

BoardBookit for ipad Quick Start Guide BoardBookit for ipad Quick Start Guide Welcome to BoardBookit! BoardBookit for ipad allows you to easily access meetings, board books and other board related materials from the BoardBookit app on your

More information

NHS Shared Business Services einvoicing Information Guide for Suppliers

NHS Shared Business Services einvoicing Information Guide for Suppliers NHS Shared Business Services einvoicing Information Guide for Suppliers NHS SBS has partnered with Tradeshift to enable us to move from paper based operations to electronic invoicing. This is a significant

More information

Get Qualified User Manual

Get Qualified User Manual MALTA ENTERPRISE Get Qualified User Manual Student Guide Contents 1. Logon... 3 2. Registration... 3 3. Profile... 3 Ongoing Applications... 3 Editing your profile... 4 Profile... 4 Account... 4 Password...

More information

Site Manager. Helpdesk/Ticketing

Site Manager. Helpdesk/Ticketing Site Manager Helpdesk/Ticketing Ticketing Screen The Ticket Summary provides a breakdown of all tickets allocated to the user. By default, tickets are listed in order by ticket ID. Click column headings

More information

SmartPay Express User Guide

SmartPay Express User Guide SmartPay Express User Guide Table of Contents INTRODUCTION... 4 SmartPay Express Overview... 4 System Requirements... 5 Trusted Sites... 5 Available Resources... 7 Additional Resources... 7 LOGGING IN...

More information

Reverse Auction Desktop Instructions For Suppliers. Last Updated: 9-Aug-17 INFRASTRUCTURE MINING & METALS NUCLEAR, SECURITY & ENVIRONMENTAL

Reverse Auction Desktop Instructions For Suppliers. Last Updated: 9-Aug-17 INFRASTRUCTURE MINING & METALS NUCLEAR, SECURITY & ENVIRONMENTAL INFRASTRUCTURE MINING & METALS NUCLEAR, SECURITY & ENVIRONMENTAL OIL, GAS & CHEMICALS Reverse Auction Desktop Instructions For Suppliers Last Updated: 9-Aug-17 Table of Contents 1 Registering for an Account...

More information

Southern MealCard Site - User Guide Table Of Contents

Southern MealCard Site - User Guide Table Of Contents Southern MealCard Site - User Guide Table Of Contents Login or Register card Dashboard 1. Add Funds to a card 2. View Details 3. Deactivate Card 4. Add Card 5. Transfer Balances My Account page Edit Info

More information

esa-p EXTENDED GUIDE How to SUBMIT and APPROVE a MAC Confirmation

esa-p EXTENDED GUIDE How to SUBMIT and APPROVE a MAC Confirmation esa-p EXTENDED GUIDE How to SUBMIT and APPROVE a MAC Confirmation esa-p Extended Guide How to SUBMIT and APPROVE a MAC Confirmation CHANGE LOG REASON FOR CHANGE VERSION DATE PARAGRAPH(S) Update of the

More information