The guide for the Merrill Mobile catalog available for tablet-based devices. Version 3.0

Transcription

1 User Guide The guide for the catalog available for tablet-based devices. Version 3.0

2 Table of Contents General Information... 3 Setup: At a Glance...4 Current ipad and Tablet Users... 5 For ipad: Step by Step Instructions Registering Your Device....7 Legal Approvals...8 Setting Up Your ipad Completing the Process...9 Installing Applications Logging into & Syncing Apps Opening...12 Merrill Access information...13 Features The Main Navigation...14 Online Catalog...15 Filters...16 Search...17 Display Options...18 Item Details ing Within the App Integration with Good Shopping Cart...23 Saved Orders Searching Orders Order History...25 Order Status Copying Orders...27 Change Recipients...27 Offline Experience...28 Offline Advantages...28 Offline Documents: General...28 Offline Documents: Integration with Good Offline Documents: ing from "View Document"...30 Pending Offline Orders...31 Synchronization...32 For Other Users: Tablet Laptop Desktop Accessing the Website The Website Experience...35 FAQ and Information FAQs...37 Support Contacts: We're Here to Help

3 General Information is the Wholesaler Mobile Catalog designed specifically for use on tabletbased devices. Currently it is an ipad application, non-ios users can access the supplemental website below. This tool provides the ability to search, view, and order print copies of selected Nationwide marketing and sales materials, maintain a local copy Offline for disconnected use, and create offline orders to be processed when online. It is based on the Merrill Connect ordering system. Who uses it (audience) The tool is designed for use by external wholesalers as well as other sales and marketing associates that need quick and easy access to select materials. Who to contact about the content that is available? Contact your Channel Marketing Director (CMD) or Marketing partner with content requests for items to be made available on this tool. The content available is a subset of the Nationwide materials available on Merrill Connect, as well as other key marketing and sales items. Not on an ipad? Access the mobile site via your tablet or desktop. Questions or issues with Merrill Mobile or Merrill account setup? Call: or- invhd@nationwide.com 3

4 Setup: At a Glance New ipad Users Current ipad Users 1 Request account request to INVHD@nationwide.com 1 Uninstall current version of 2 Register your ipad device Must be done via your pc desktop mymobile.nwie.net Select Personal Device Programs tab 2 3 Download new from App Store Search term = merrillconnect Go to to get a Good Access Key (see page 38 for help) 3 The Legal Approvals Manager s approval Senior leadership approval Digitally signed ed legal agreement 4 Open to trigger setup & sync Input NW address Input Good Access key ( ed to you) Input Good password You will receive a series of s s will contain access keys for Good and set-up Download from App Store Search term = merrillconnect Download Good application from App Store Search term = good Follow prompts for Good setup 5 6! Enter Merrill Catalog settings Input Server URL: Input Merrill username & password You're ready to use If you have error messages during setup, contact INVHD@nationwide.com or Open to trigger setup & sync Input NW address Input Good Access key ( ed to you) Input Good password Tablet Users 8 9 Enter Merrill Catalog settings Input Server URL: Input Merrill username & password ( ed to you) You're ready to use 1 2 Access website Log into Input Merrill username & password 3 You're ready to use For help with Good access keys or Good Mail, contact IT support Nationwide IT Service Desk

5 Current ipad Users 1 Verify you have your Good access key Anyone using the app will now be integrating with the Good Enterprise application. You should have already received an containing your Good access key. Check for the message from "Good Administrator" or "GOODADMIN". 2 Uninstall your current version of If you have the previous version of on your ipad, you will need to: Uninstall the old version! Current ipad users can now skip to Page 12 to continue with your app installation. Current Tablet Users 1 Access the website The app is currently only available for the ipad. Tablet users can access the website: You must have a Merrill username and password to access the site. The site offers the same catalog experience on your device, as it does online. It's compatible with portable tablets, but is not available for smart phones. There is more information for tablet, desktop and laptop users, starting on Page 34 of this guide. Your Merrill Account Need a Merrill account? INVHD@nationwide.com

6 Setup: Step by Step Instructions 1 Your Merrill Account You must have a Merrill username and password to move forward with the set-up. If you don't have one, or call: INVHD@nationwide.com

7 Step by Step Instructions, con't 2 New ipad Users - Registering Your Device Your ipad must be registered with Nationwide. The following simple steps will start the process, as well as trigger the appropriate s and approvals. From your desktop, access your internet browser and enter mymobile.nwie.net. Ensure the Personal Device Programs tab is selected. From the Personal Device Programs tab, click on the "Take Me There" link. The link will open the MyMobile registration page. Follow the prompts to register your ipad. Select Submit, which will trigger the s for setting up application activations. If you're a tablet user, you don't need to register your device. The application is not available. Your access to Merrill will be through the mobile site. 7

8 Step by Step Instructions, con't 3 The Legal Approvals You will receive three s following the MyMobile registration that will involve management approval and legal compliance: The first is notification your device registration has been approved by your manager. The second will be approval from your senior leadership. The third will be the legal agreement. The legal compliance has a clickable "Open Agreement" button provided. By clicking the button, the agreement will open on your screen for you to digitally sign. The agreement must be fulfilled to activate on your ipad. Before you download apps to your ipad Prior to downloading apps to your ipad, associates are also required to take the idrive course Using Your ipad for Nationwide Business. This is only accessible on your desktop. idrive.nwie.net 8

9 Step by Step Instructions, con't Setting Up Your ipad 4 Completing the Process You will receive a minimum of five s, all of which have to be followed in order for Good and Merrill to sync and work properly with each other. The first will contain a personal PIN number needed to complete the installation and configuration of the Good Application. The addressee will be GOODADMIN and contain the subject: Nationwide Good Activation PIN. The second will be instructions for setting up the 'Box" application. The third stream (could be multiple s) will contain a personal access key and other information needed to complete the installation and configuration of the applications approved for use on your ipad. The fourth stream will contain your access key to install. Without this, you will not be able to activate the application. The fifth from INVHD will contain your username and password. Why are there so many s? It may seem like a lot of s are involved in the set-up, when in fact they are part of an efficient process. They're automatically generated. Your level of effort will be minimal. 9

10 Step by Step Instructions, con't Installing the Applications Before you begin installation: Have you completed your idrive course " Using Your ipad for Nationwide Business" Is there an active wireless connection. Do you have an Apple ID 5 (ipad) Application Select the App Store icon on the ipad Enter the following search: merrillconnect Then select MerrillConnect Mobile Catalog for Good Click on the "Open" button to start the download 6 Good Application Enter "Good" into the App Store search Select Good Application Click on the "Free" button to start the download Open the Good app to finish Good set-up Use your Nationwide user name Choose password Successful Downloads You should now see these icons on your homescreen: Good 10

11 Step by Step Instructions, con't Logging into & Syncing Apps Now that you have: Registered your ipad Taken the idrive course Downloaded Good and Received all of your Merrill and Good access keys, usernames and passwords A reliable wifi network you're ready to sync with Good.! If you have error messages during setup, contact INVHD@nationwide.com or

12 Step by Step Instructions, con't 7 Opening and syncing your apps Now that you have your apps downloaded, you can begin synchronization by opening the app. The first screen in the Merrill app you'll see is from Good Dynamics, that will start the set-up process. This screen will only appear in the initial set-up, not every time you open. Click on the button The set-up will take you to a Good screen where you'll enter your Nationwide address and the Good access key you received when registering the device. Input your information on each line Hit return Current Good Users You have an access key ed to you from "Good Administrator" / GOODAMIN". The final Good screen in Merrill set-up will be asking for your Good password Enter the password The password is case sensitive If you've forgotten or don't know your password, tap on "Forgot Password" For help with Good access keys or Good Mail, contact IT support Nationwide IT Service Desk

13 8 Entering Merrill access information Step by Step Instructions, con't Once you've logged into Good, initial use of the app requires the input of the Merrill URL, and your Merrill Username and Password. Select OK on the dialog box that informs of the Initial Setup requirements. The Merrill server URL is: This must be entered exactly. Enter this URL, your Merrill username and password, then click "Save."! If you have error messages during setup, contact or Congratulations! You've now successfully installed and synced the app, and are ready to benefit from all the features offers. Your Merrill Account Need a Merrill account? INVHD@nationwide.com Forgot or need to reset your initial Merrill password? Tap on Forgot Password in Settings 13

14 Features The Main Navigation Offline Documents Offline Documents allows users to view items that have been downloaded to the ipad and are available even if there is no internet connection. Online Catalog Online Catalog takes users to the online catalog to select, order, or items. It also allows users to tag (organize) as well as mark items available offline. Pending Offline Orders Orders can be created, even if there is no internet connection. Those orders will show in the Pending Offline Orders, and users can submit for fulfillment once their ipad is connected to the internet again. Settings Settings is where the URL, username, and password are stored for. This is where you can change your password, or reset it if you've forgotten your password. Help The Help menu provides answers to frequently asked questions, as well as help desk contact information. Why Change Your App Password 1. To keep your password secure, by updating every few months 2. If your password has been changed for the website, you'll need to update the password on your ipad, in the settings section of the app. 14

15 Features, con't Online Catalog Contents The default view shows all items available. You can filter your content results on the screen by tapping the filter categories within the left column navigation. Offline A reserved folder to identify items you have made available when disconnected from wifi. If an item's thumbnail has a blue folder with in the lower left corner, it's stored in the "Offline" folder for you. Tagging Tab Area storing custom folders and organize items you've tagged. (similar to favorites in a browser) Search For specific items Navigation Page arrow icons 15

16 Features, con't Filters: A Closer Look Filter Tab Tab-contained navigation that filters by product, material, state, and global tagging terms. Thumbnails to the right update to current relative items for the filter selected. Global Tags Folder tags predetermined by Marketing based on user feedback, providing filtering and ease of search. For example, the "Conferences" folders house event-specific content. Tagging Tab Items you've custom tagged are grouped and can be filtered within the "My Tags" tab. 16

17 Features, con't Search: Improvements Search has been improved to be more responsive, and to offer more concise and asked results. The search box is centered for easy access, and can be easily typed into. Search on the ipad and online behave in the same manner. If you're familiar with searching within an online browser, this search experience is very similar, as it searches through the collections of items available. Search Box Type in search terms. The window will prepopulate with common and most used words and phrases. The search box behaves in a similar fashion to that of Google Search. What If You Are Offline and Want to Search? Offline Search When offline, you can search your downloaded items. You can also search by using filters within the offline navigation. You can only search the full contents of the online library when connected to internet wifi. 17

18 Features, con't Display Options (online) The Display As dropdown provides a choice between large icons, small icons, or list views. Large and small icon options change image sizes and number of items displayed per screen. The list option is organized in a top to bottom style with thumbnails, and check boxes next to each item allowing for multiple selections. When in "List" display, multiple items can be: Viewed offline Selected and added to the cart, at the same time Added to a particular tag, such as Favorites. Helpful Tip: Tagging Multiple Items Tagging multiple items can be helpful when grouping a large number of items together for a meeting or event. 18

19 Features, con't Item Details Selecting the thumbnail, or the description below it, opens the details of the document. Information about the item is displayed and available including View Document, Add to Order, Send , Available Offline. and Tags. View Document Tap to open the item Add to Order Add to the Shopping Cart for or hard copy distribution Send Immediately the item Tags Manage documents, by tagging folders to keep items organized. To tag, type the name of a folder to contain the item and hit return. This can be a new or existing folder Tags in blue are controlled by, and specific to the user Tags in orange cannot be changed Available Offline A checkbox, to mark an item to be viewed when offline or without wifi connectivity. Helpful Tip: How to Remove a Tag To remove a tag, tap on the "X" next to the tag name. 19

20 Features, con't ing within the App There are multiple places within the app that have the functionality to PDFs to a recipient, or multiple recipients. Option 1: From the Item Detail Page Option 2: When viewing a document on screen Option 3: Directly from the cart Option 1: ing from the Item Detail page From the Item Detail page, tap on the "Send " button. That will open the window. Fill in your recipient information, and message. When ready to send, tap on the 'Send Order By " button. Helpful Tip: able Documents The Item Detail page shows if an item can be ed. 20

21 ing and Integration with Good Option 2: ing from the "View Document" window. Features, con't From the Item Detail page, tap on the "View Document" link under the thumbnail This will open the document on your screen. Tap on the icon to open the communications pop-up window. Select This will launch your Good application 21

22 Features, con't ing and Integration with Good (con't) Once you've tapped on the Good icon, your Good will open. You're now integrated with the Good app. The benefits of Good and contact information can now be utilized in your correspondences. Good Benefits When the message opens: The subject and main body will be auto-populated. You can add recipient(s). Your Good contacts are available. You can also add to the body copy to personalize your outbound message. The will be in your Good "Outbox" until you have wifi connection. Once you send the , you'll have a record of it in your Good "Sent" folder. 22

23 Features, con't Shopping Cart Place items in the Cart for final order and distribution Notifications are provided for restrictions like or print-only items Order Contents Can be modified as well as Shipping Address and Shipping Details Distribution An item in the cart can have "Submit Print Order", "Send Order By ", or both. Only what's visible per item are your options. Shipping Edits In the Edit Shipping Address screen, you can update the recipient address for each order. In the Edit Shipping Details screen, you can update method and delivery information. Saving Orders can be saved for up to 14 days by selecting the link in the lower right corner of the Cart Cancel Order Orders can be canceled before being submitted. 23

24 Features, con't Saved Orders To view, edit, or submit saved orders, tap the Recipient drop-down and tap Order History Tap the order number listed in Saved status. The order details screen will appear. There are options to: Cancel Order Edit Order Copy Order Searching Orders When in order history, you can scroll the listings for any saved or completed orders. 24

25 Features, con't Order History Your order history contains the order numbers, client names, shipment methods and status. By selecting the Recipient dropdown list, a menu appears to view Order History Tap on an order number to view order details 25

26 Features, con't Order Status The status of recently submitted orders can be viewed by selecting the order number Each line item has a status listed in the status column If the order has shipped, the UPS tracking number will be available Status column UPS tracking 26

27 Features, con't Copying Orders To copy a previous order and make minor changes, select Order History. Choose the order to be copied and tap Copy Order. From there, edit the necessary fields before submitting. This function is useful if you need to place multiple orders for the same items. Changing Recipients By selecting the Recipient dropdown list, a menu appears that allows a user to change the recipient for an order 27

28 Features, con't Offline Experience Offline Advantages There are advantages for you as a wholesaler, when you're offline and using your app. When offline, you can: Stay organized. Plan for and be prepared for sales calls. Customize folders for clients, with tags and offline documents. Create orders on the fly, which can be processed once wifi connection returns. Review any documents with clients that are saved in "Offline Documents." Sync tags to your mobile web experience once back online (see Synchronization, Page 32). Sync your orders, updates, tags and folders from your web experience to your app. Offline Documents: General To view items when there is no wifi, select the "Offline Documents" folder on the left. This will show items that have been previously tagged "Offline" (see Pages for tagging). You can filter by the tags that have been given to the offline documents Select the thumbnail to view item details. Select View from the Item Detail page. 28

29 Features, con't Offline Documents: Integration with Good The new app and its integration with the Good app, offers various opportunities to your offline documents with Good. In the Item Detail view, you can tap on the envelope icon on the upper right of the screen. This will trigger the following pop-up: By tapping Yes, you launch Good. By tapping No, you return to the item detail page. Good Benefits When the message opens: The subject and main body will be auto-populated. You can add recipient(s). Your Good contacts are available. You can also add to the body copy to personalize your outbound message. The will be in your Good "Outbox" until you have wifi connection. Once you send the , you'll have a record of it in your Good "Sent" folder. 29

30 Features, con't Offline Documents: ing from "View Document" This will open the document on your screen. Tap on the icon to open the communications pop-up window. Select the Good icon to launch your Good 30

31 Features, con't Pending Offline Orders To create an order when Offline Select Offline Documents from the left-hand menu Select item(s) and click Add to Pending Offline Order A name can be assigned to the order Items can be added to another existing pending order The order will now show in the Pending Offline Orders menu Helpful Tip: Pending Orders On your ipad home screen, your icon will show a notification if there are any pending offline orders, and how many.* *Once you have wifi connection, you will need to go to "Pending Offline Orders" and submit them for print / . 31

32 Features, con't Synchronization When you regain wifi connectivity, you'll want to perform a synchronization to ensure that all offline content is up-to-date. There could be changes to the website. There may be back-end processing needs, like item updates. Documents could have been revised. By tapping the synchronize button, all items and screens will be synced and updated. 32

33 For Other Users Tablet Laptop Desktop Your Merrill Account You must have a Merrill username and password to log into the website. If you don't have one, or call: INVHD@nationwide.com

34 Website For Tablet and PC (desktop and laptop) Users Accessing the Wholesaler Mobile Catalog From non-ipad Devices Logging in is easy. Simply enter your Merrill username, and click "Next" Enter your Merrill password, and click "Login" You'll be taken directly to the web homepage. Your Merrill username and password are required for each session. Contact Us If you need assistance, we've made contacting us convenient. You can contact the help desk from the login screen by clicking to send an or by calling Forgot Your Merrill Password? If you ve forgotten your password, at the homepage: Type in your username and click Next At the password screen, click on Forgot your password? Enter your Nationwide address and select Reset Password A temporary password will be ed to you. Upon first login with the temporary password, you'll be prompted to choose a new password. 34

35 Website, con't The Website Experience The website offers the same catalog items as the ipad app. The site behaves the same as outlined for the app, with the exception that you do not see "Offline Documents." From the site, you can: documents View documents Save item PDFs from the View Documents option Tag items Create folders For help or issues with the site, contact INVHD

36 FAQs 36

37 FAQs Q: Do I have to open the Good for Enterprise app before I open Merrill, after initial set-up? A: No, there will be a prompt when logging into the app. Q: Do I have to download both apps, if I have a different system on my ipad already? A: Yes. Good for Enterprise is the only system that should be used for, and business communications on the ipad. Q: What's the difference between an access key and a password? A: The password is your verification partnered with your username. An access key is a one-time use-code to set up an application on your ipad. Q: What if I need an access key? A: Access keys are necessary to set up your device and operate your apps. You will need to go to Good Control (GC), the web-based console for managing access keys: This can only be done via your desktop. Type in your Nationwide ID and password, and nwie as the domain Click enter Click Access Keys tab Check provision A new access key will be ed to you Q: Does replace the regular Merrill Connect? A: No. is only a subset designed to help wholesalers with quick and easy access to the most popular used items. Q: What type of items are available via the Merrill Mobile app? A: Product marketing and some sales presentation are available. Items such as forms are not available through the app. Q: Why is it taking so long to load the document or share with Good? A: If it is a large document with several pages, it may take longer to render, depending on your wi-fi connectivity. Q: How can I add multiple items to my shopping cart? A: Change the view from Large icon to List view, then check the box for each item you would like to add to your cart. Q: How do I cancel an order I've already placed? A: Go to Recipient's name at top and choose Order History from the drop-down. Click the order number. Click Cancel Order. This function is only available before the order has started the fulfillment process. If it is unavailable, you may contact INVHD@nationwide.com or call Q: Who do I contact to have marketing material added to? A: Please contact your Channel Marketing Directors. Q: The screen is stuck on Syncronizing Catalog. What do I do? A: Double-click the ipad Home button and swipe up to kill the app. Click the app again to launch. Logging into the Good app before launching the app may improve performance. Q: Why did an item disappear in one of my folders, after I synced? A: Once an item is obsolete it will be removed from any folders within, both online and within the app. Q: I'm still getting error messages setting up Merrill Mobile. What do I do? A: If you have error messages during setup, contact INVHD@nationwide.com or Q: How do I multiple items? A: Add all items to the shopping cart, then choose Submit order by . For help with other issues related to, contact INVHD INVHD@nationwide.com

38 Support Contacts We're Here to Help Account Setup, Error Messages & General Questions Password Issues App: Click on "Change Password" or "Forgot Password" in the app settings Website: Click on the "Forgot Password" link on the login screen Good Forgot Password App: Click on "Forgot Password" at app login Good IT & General Questions ipad Registering Your Device & General ipad Issues Nationwide, the Nationwide N and Eagle, and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company Nationwide 38