Personalized Prospecting Folders
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1 Personalized Prospecting Folders User Guide
2 Login existing users Existing users can login and proceed to the product catalogue Click here to re-set your password if you forget
3 Login new users New users can login and register by clicking here Complete the fields as instructed and select your line of business
4 Catalogue category selection Select the category of product: > with or without photos > English or French
5 Catalogue product selection Select the appropriate edition of Prospecting Folder based upon the number of team members, and whether you wish to include photos and bios.
6 Customization data input and preview
7 Customization data input and preview Input data into the personalization fields Select to upload photos
8 Customization data input and preview - photos Browse your computer for the appropriate photo to upload Only high resolution photos will be accepted You can position the frame to crop your image Click save to accept image
9 Customization data input and preview All orders must be previewed before you can add them to your shopping cart Click Preview when you have inputted all of your personalization into the data fields and uploaded any relevant photos
10 Customization data input and preview You will have to wait a few seconds whilst the pdf is generated Click Open PDF to see a complete pre-production proof
11 Customization data input and preview This is a low resolution PDF for proofing purposes only. You may save this PDF for your records
12 Customization data input and preview - Save autofill content You can save your personalization from the current order session by clicking SAVE AUTOFILL CONTENT Select a name for the autofill that you will remember for future use
13 Shopping Cart quantity and compliance Input your quantity You need to verify that your order is compliance approved before you can add to cart Click to proceed to the shopping cart
14 Shopping Cart manage your cart You can easily adjust quantity and delete items in your cart Click to proceed to shipping
15 Shopping Cart shipping Input your shipping address Click to proceed to billing
16 Shopping Cart billing Input your billing address Click to proceed to payment
17 Shopping Cart payment NOTE: Bill Me options are available for Private Banking, PIC and Scotia Trust only Input your credit card details for payment Complete your order by clicking here
18 Shopping Cart confirmation Review your final order, you can click on the pencil icon to make changes to your personalization
19 Shopping Cart confirmation You will receive an confirmation as soon as you submit your order PLEASE CHECK THE DETAILS CAREFULLY Click here to review your order and access a PDF proof
20 User Management order manager Click here to create/review your profile and access orders palced To review past orders, select the appropriate date range By clicking on the magnifier, you can examine details of your orders and a pdf proof
21 User Management my profile Click here to create/review your profile
22 User Management my profile By building your profile in advance, you will benefit from having data fields pre-populated when you order personalized products
23 User Management my profile You may upload team member photos into your profile for easy selection when personalizing your products
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