My Printshop User Guide - PDF Free Download

My Printshop User Guide Table of Contents Introduction... 2 New Website... 2 User Name & Password... 2 Ordering... 3 Print Flyers... 4 Electronic Flyers... 7 Postcard Unaddressed Admail... 8 Postcard Addressed Admail... 10 Retirement Site Panel Card... 13 Retirement Site Folded Brochure... 16 Retirement Site Booklet Brochure... 19 Save a Draft... 26 Check Your Order Status... 26 Track Your Order Shipment... 26 Re-Order a Previous Item... 26 FAQ... 27

Introduction The Marketing Team s goal is to reduce turnaround times, and deliver the most effective, customized outputs required by YOU, our customers. What better way to do so than put you in the driver s seat? My printshop is a website that will allow Revera employees to order standard marketing materials and create automated designs as required through the supplier AIIM. The new site is an extension of the existing AIIM OMS website which allowed users to order standard design materials with limited customization. New Website The AIIM OMS website has been overhauled with a new name, new website address, and new products. Please access the new website through www.aiim.com/revera. If you log onto the previous website and would like to order the new items, please click on the My Printshop logo on the top left side of your menu. User Name & Password Your user name will now be entered as your company email address and your password will be remain the same as your current AIIM OMS password. If you do not have your AIIM OMS password, please email design@reveraliving.com to send. Enter your Revera email address Enter your My Printshop password (or existing AIIM password) My Printshop User Guide Page 2

Ordering To order any items via My Printshop, please log onto the website www.aiim.com/revera using your unique user name and password. If you do not have your AIIM OMS password, please email design@reveraliving.com to send. Select your item to order from the categories on the left-side menu. Some items will link to AIIM OMS for ordering. Please ensure that you complete your order in full in either system before exiting. There will be a link in both websites for the other website, a separate log in will not be required. Select an item category from the menu to order My Printshop User Guide Page 3

Print Flyers 1. Select Flyers from the left-side item category menu and select Print Flyers 2. Select the design option that you would like to use as a template for your design. Please note that some designs allow for more text or images. As you begin to customize your design, remember to Refresh Preview to update the preview of your item to check the fit and design of your item. 1. Select Flyers > Print from item category menu 2. Select a base template to use for your design. 3. Select your Revera location to insert your address, language & logo. If you are only allocated to one Revera location, this will be pre-selected. 4. 5. 6. 7. 8. Refresh Preview often to get an update of the design 3. Select your location My Printshop User Guide Page 4

6. Go to the Date & Time tab, select one or more dates & times for your event. Only one event date & time are required; however you can insert up to three. 6. Insert your date, start time & end time into each of the fields. 7. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout 8. Select your quantity and insert your GL code to order. Please note that an invoice will be emailed to the user for processing with Revera Accounts Payable and this cost will not automatically be charge to your account. 9. Click the Proof icon to review a full size draft of your design and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 10. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 11. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 12. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 13. Your order is now complete and will show an order number. 14. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 6

Electronic Flyers 1. Select Flyers from the left-side item category menu and select Electronic File. 2. Follow steps 2 13 from the instructions on Print Flyers to complete a design. Remember to Refresh Preview to update the preview of your item to check the fit and design of your item. 1. Select Flyers > Electronic Print from item category menu 2. Select a base template to use for your design. 3. Once the design has been approved by the Marketing Department you can download the high resolution PDF file by clicking on My Account from the top menu, click on Order History and then select the blue order number for download. Click on the Download icon to save the file to your computer. 3. Click the download icon to save a high resolution PDF file to your computer. My Printshop User Guide Page 7

Postcard Unaddressed Admail Before ordering this item, please determine which mail walks and quantity of postcards will be required for your direct mail. For assistance in obtaining mail walks and a targeted direct mail, please contact your Marketing Account Manager: Retirement Laura.carchesio@reveraliving.com or LTC & RHH michelle.george@reveraliving.com 1. Select Postcards from the left-side item category menu and select Unaddressed Admail 2. Select the design option that you would like to use as a template for your design. Please note that some designs allow for more text or images 1. Select Postcards > Unaddressed Mail 2. Select a base template to use for your design. 3. Select your Revera location to insert your address, language & logo. If you are only allocated to one Revera location, this will be pre-selected. Remember to Refresh Preview to update the preview of your item to check the fit and design of your item. For Postcards ensure to click the blue arrows to see each of the sides of the card. 3. Click the blue arrows to see each side of the card My Printshop User Guide Page 8

4. In the Photo tab, select the photo(s) that you would like to insert into your design. Click the Select Image button, choose an image from the gallery, and click Select. The image thumbnail will now show on the page, click the Refresh Preview to update the image on the design preview. 5. In the Text tab, insert the text that you would like to use throughout the different sections of the template. Remember to click Check Spelling to check for any spelling errors in the fields. 6. Go to the Date & Time tab, select one or more dates & times for your event. Only one event date & time are required; however you can insert up to three. 7. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout 8. Select your quantity, insert your FSA mail walks, and insert your GL code to order. Please note that an invoice will be emailed to the user for processing with Revera Accounts Payable and this cost will not automatically be charge to your account. For assistance in obtaining mail walks and a targeted direct mail, please contact your Marketing Account Manager: Retirement Laura.carchesio@reveraliving.com or LTC & RHH michelle.george@reveraliving.com 9. Click the Proof icon to review a full size draft of your design and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 10. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 11. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 12. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 13. Your order is now complete and will show an order number. 14. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 9

Postcard Addressed Admail 1. Select Postcards from the left-side item category menu and select Addressed Admail 2. Select the design option that you would like to use as a template for your design. Please note that some designs allow for more text or images 1. Select Postcards > Addressed Mail 2. Select a base template to use for your design. 3. Select your Revera location to insert your address, language & logo. If you are only allocated to one Revera location, this will be pre-selected. Remember to Refresh Preview to update the preview of your item to check the fit and design of your item. For Postcards ensure to click the blue arrows to see each of the sides of the card. 3. Click the blue arrows to see each side of the card My Printshop User Guide Page 10

4. In the Photo tab, select the photo(s) that you would like to insert into your design. Click the Select Image button, choose an image from the gallery, and click Select. The image thumbnail will now show on the page, click the Refresh Preview to update the image on the design preview. 5. In the Text tab, insert the text that you would like to use throughout the different sections of the template. Remember to click Check Spelling to check for any spelling errors in the fields. 6. Go to the Date & Time tab, select one or more dates & times for your event. Only one event date & time are required; however you can insert up to three. 7. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout 8. Upload your mailing list by clicking on Browse and selecting the Excel file from your computer. My Printshop cannot except. xlsx files. Please open your Excel file in Excel, select File>Save As and change the file format to Excel Workbook 97 2004.xls. Mailing lists can be downloaded from Yardi, for assistance please contact your Marketing Account Manager. 9. If the heading fields of your mail list do not match the standard template you will be prompted to match the following fields. To match the fields, click on the dropdown menu and select the heading from your Excel file. A sample of the data will then appear on the right side and a green checkmark. If you do not have data for one of the fields, select Leave Unmatched. Please note that we will not be able to mail to a recipient without the blue asterisked item: a. Salutation (Ex. Mr. or Mrs.) b. First Name (Ex. Mary) c. Last Name (Ex. Smith) * d. Address 1 (Ex. 123 Anystreet) * e. Address 2 (Ex. Suite 123) f. Address 3 (Ex. RR#1) g. City (Ex. Anytown) * h. State (Ex. Province) * i. Zip (Ex. Postal Code) * 9. Match the template fields to your Excel file. 9. See your sample data My Printshop User Guide Page 11

10. Review your mailing list by scrolling through the pages of data. Click Next when the mailing list is okay to proceed. a. View a proof of the individual postcard b. Edit the individual data such as address or name c. Delete the individual postcard from the mailing list 11. The quantity will automatically be populated by the number of records in your Excel file. Insert your GL code to order. Please note that an invoice will be emailed to the user for processing with Revera Accounts Payable and this cost will not automatically be charge to your account 12. Click the Proof icon to review a full size draft of your design with three of the records and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 13. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 14. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 15. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 16. Your order is now complete and will show an order number. 17. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 12

Retirement Marketing Materials Before ordering site materials, please be certain to reference examples of text that can be used to describe your location in marketing and brand terms from the Writing Style Guide. Site Panel Card 1. Select Site Panel Card from the left side item category menu 2. The first image of the item is a quick sample of the item that you are ordering and pricing, click the continue button at the bottom of the page. 3. Select your Revera location. This step will insert your address, language, logo, map, and the front and back image of your location (if available). If you are only allocated to one Revera location, this will be pre-selected. 4. Click the Refresh Preview to update the preview of your item and see your site information and photos in place. Remember to click the page buttons < >, under the preview, to see both the front and back of your card. Click the Next button. The preference is to have an exterior or interior image of the location on the front of the panel card with an interior on the back of the card. If you believe the images do not properly represent the site, you may choose from a photo gallery in the next step OR if there is another site image that you would prefer, please contact design@reveraliving.com to have this image added. 5. In the Photo section, you may select a front and back image from the photo gallery by clicking the Select Image button, clicking on your chosen photo and clicking Select. This will be required if images were not available for your location. Click Refresh Preview to see your new images in place. Click the Next button. My Printshop User Guide Page 13

For examples of text and language to be used on the site panel card, please see the Writing Guide. If you require further assistance with writing your materials, please contact your RDS or Marketing Manager/Associate. 6. In the Text tab, revise the Introductory Paragraph text to speak about your site, the location and close by amenities. 7. Add Bullets that point-form highlight the best features of your site. Be certain to include information on amenities, activities, dining, accommodations and location. My Printshop User Guide Page 14

8. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout. 9. Click the Proof icon to review a full size draft of your design and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 10. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 11. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 12. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 13. Your order is now complete and will show an order number. 14. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 15

Site Folded Brochure 1. Select Site Folded Brochure from the left side item category menu 2. The first image of the item is a quick sample of the item that you are ordering and pricing, click the continue button at the bottom of the page. 3. Select your Revera location. This step will insert your address, language, logo, map, and the images of your location (if available). 4. Click the Refresh Preview to update the preview of your item and see your site information and photos in place. Remember to click the page buttons < >, under the preview, to see both the front and back of your card. Click the Next button. The preference is to have an exterior or interior image of the location on the front of the panel card with an interior on the back of the card. If you believe the images do not properly represent the site, you may choose from a photo gallery in the next step OR if there is another site image that you would prefer, please contact design@reveraliving.com to have this image added. 5. In the Outside Panel section, you may select a front and back image from the photo gallery by clicking the Select Image button, clicking on your chosen photo and clicking Select. This will be required if images were not available for your location. Click Refresh Preview to see your new images in place. Click the Next button. My Printshop User Guide Page 16

For examples of text and language to be used on the site panel card, please see the Writing Guide. If you require further assistance with writing your materials, please contact your RDS or Marketing Manager/Associate. 6. In the Accommodations field, revise the bullets to speak specifically about the suite accommodations that the resident will experience at the site. 7. In the Amenities field, revise the bullet points to speak about your common areas and the different amenities of your location. 8. Click the Next button to continue to the Inside Panel 9. The inside panel will populate with photos of your location in the small top photo (beside Live Your Life) and the bottom right corner. These images are specifically selected to be a model suite image and a common or activities area for your site. 10. Select from the photo gallery the images that best represent your location for the Inside 1 Image (large left side image) and the Inside 2 Image (smaller left side image). 11. Revise the At Your Service Points to bullets that speak about the wonderful services at you site 12. Edit the Rewarding Recreation Points to bullets highlighting the activities that are available at your site from fitness to social gatherings and outings. 13. Select a Quotation that best suits your location from the selection. This will appear in the blue band across the page. My Printshop User Guide Page 17

14. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout. 15. Click the Proof icon to review a full size draft of your design and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 16. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 17. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 18. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 19. Your order is now complete and will show an order number. 20. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 18

Site Booklet Brochure 1. Select Site Booklet Brochure from the left side item category menu 2. The first image of the item is a quick sample of the item that you are ordering and pricing, click the continue button at the bottom of the page. 3. Select your Revera location. This step will insert your address, language, logo, map, and the images of your location throughout the pages where applicable & available. 4. Select the Front Cover Image for your booklet brochure from the photo gallery. Please note that the front image of the booklet brochure is lifestyle focused and not site specific. The Refresh Preview can take between 30-60 seconds to refresh due to the amount of images and text in the 12-page booklet. Please be patient and do not click off of the page or onto other items whilst waiting. 5. Click the Refresh Preview to update the preview of your item and see your site information and photos in place. Remember to click the page buttons < >, under the preview, to see all the pages of the book. Click the Next button. As you are editing the content for each of the pages, be sure to scroll through to the page you are working on in your Preview using the < > buttons, the edited page does not automatically preview as you are editing. 6. On Page 2 (Live Your Life), select the Photo Image from the photo gallery. My Printshop User Guide Page 19

7. Edit the Site Paragraph to highlight the best features of your site, such as location, ambiance and amenities. Click the Next button. 8. Page 3 (Designed to Inspire), the Interior Shot and Suite Photo will be in place from your site photos if applicable. If you would like to choose other images, please select from the photo gallery for each. 9. The Suite Layout will automatically show of your location. If you would like to replace your suite layout, please contact design@reveraliving.com to discuss what is available on file and how to order a new suite layout if required. My Printshop User Guide Page 20

10. Select the Quote from the dropdown menu that best describes your location to appear under the heading in the green box. 11. Revise the Designed to Inspire Paragraph to reflect the interior design style of your location 12. Edit the Accommodations Bullets to describe the suite specific amenities available to residents 13. Alter the Amenities Bullets to highlight the common area amenities of your site. 14. Click the Next button once complete. 15. On Page 4 (Active Lifestyles), select the Activity Image 1 and Activity Image 2, from the photo gallery that best represents active seniors for your site. My Printshop User Guide Page 21

16. Select a Quote that suites your locations activity style. 17. The Activity Photo will automatically appear for a common or social area of your location (Ex. Library, movie theatre, games room, etc.). If you would prefer a generic image, or an image was not available for your location, please select from the photo gallery. 18. In the Activity Bullets give point form to all the social and fitness activities available to residents. 19. Slightly revise the Active Lifestyles Paragraph to describe the social activities and atmosphere of your site. In the second paragraph, describe the location of your site in the community and proximity to local areas of interest for seniors. 20. Click the Next button once complete. 21. Page 5 (Culinary Delights), select an image for Culinary Image 1 and Culinary Image 2 that best represents the dining experience at your location. My Printshop User Guide Page 22

22. The Dining Room Photo will automatically show of your dining area. If you would prefer another image, instead of the dining room, please select from the photo gallery. 23. Select Quote that best describes the culinary experience at your location. 24. Slightly edit the Dining Out paragraph to include the dining experience and foods that best represent your location. 25. Edit the Invite Friends paragraph to either detail the private dining experience or the joy of having friends join us for a meal. When creating the Culinary Delights menu, ensure that you include your culinary team in the selection of menus and images. 26. Select the Menu 1 Heading for the first menu that you would like to show in the brochure from the drop down menu. 27. Edit the Menu 1 Content to describe a typical (but marketable) meal for the menu heading selected. 28. Select the Menu 2 Heading for the second menu that your would like to showcase in the brochure. 29. Edit the Menu 2 Content to describe a typical (but marketable) meal for the menu heading selected. 30. Click the Next button when complete. 31. Page 6 (At Your Service), select the Service Image 1 and Service Image 2 from the photo galleries that best represents your location. My Printshop User Guide Page 23

Retirement has 4 Standard Service Lines to be used in this section and cannot be altered: Seniors Apartments, Independent Living, Assisted Living & Memory Care. The service lines must be entered in order from most independent (Seniors Apartments) to least (Memory Care). Please only include the service lines available at your location. For example if you only have 3 lines of service (no apartments), Service 4 Header & Service 4 Paragraph will be left blank. 32. Enter the first of your service lines in Service 1 Header (Standard title) and the bullet points to describe that service line in Service 2 Bullets. 33. Repeat the previous step for all applicable service lines. 34. Select the Quote that best represents your location to appear under the photography. 35. Once all content has been added and you are pleased with your design, click the Next button to proceed to checkout. 36. Click the Proof icon to review a full size draft of your design and print for reference. Once you have thoroughly reviewed this proof and have ensured it is error-free, please select the approval check box. No refunds will be made available for user errors. 37. Click Add to Cart. Check that all of your items are ready to purchase and click Checkout. If you would like to checkout an item at a later date, click the Check Out Later icon This will save the items into a section of the Shopping Cart titled Saved Items To My Printshop User Guide Page 24

Check Out Later. If you would like to remove the item from the Shopping Cart entirely please click the Delete icon 38. Review the Billing and Shipping addresses to ensure they are correct for your order and click Next 39. Review the items and cost for purchase. The pricing will show cost of item plus taxes please note that shipping is not included. Click Checkout if okay to proceed. 40. Your order is now complete and will show an order number. 41. To check the status of your order at any time click My Account and Order History My Printshop User Guide Page 25

Save a Draft Save a draft of your design to order at a later time or continue to design. At any time during the design, click on Save and Continue to add the item to your Drafts menu. Check Your Order Status To check the status of you order at any time: 1. Log onto My Printsthop at www.aiim.com/revera 2. Click on My Account 3. Click on Order History 4. See the Status column and click on the status for further details Track Your Order Shipment To track the shipment of your order or obtain proof of delivery: 1. Log onto My Printshop at www.aiim.com/revera 2. Click on My Account 3. Click on Order History 4. Click onto the order number to view details 5. See the tracking number in the Tracking column 6. Visit www.purolator.com and enter the tracking number to retrieve the shipping details Re-Order a Previous Item To re-order a previously purchased item: 1. Click onto My Account 2. Click on Order History 3. Click onto the Order Number of the item to reorder 4. Select Reorder to add the item to the shopping cart My Printshop User Guide Page 26

FAQ Q. Can I upload my own image to use in my design? A. We do not have the ability to upload photos by users. However if there is a photo that you would like added to the gallery, please email design@reveraliving.com Q. How do I get a user name and password? A. To obtain a user name and password, please email design@reveraliving.com with all of your contact information such as an email signature Q. I made an error on my order and need to cancel, what can I do? A. Immediately email design@reveraliving.com with the order number for cancellation. If the item has already been processed by AIIM, we will not be able to cancel the order and the user is responsible for the full order payment amount. Q. I placed an order, but it states that it is pending approval. How are the orders approved? A. Prior to the completion of any order, the order is reviewed by a member of the Marketing Department and approved. If you have any questions please email design@reveraliving.com.