Insite Forgot Password

The log in is normally the persons first and last name with a space in-between. Example: Gary Nieman (to verify user name see below in bold) 

Then go to Insite and Click “Forgot Your Password?” > Type in your user name > Click ‘Email My Password” the system will use the on file email address to send that user their password.
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If you would like to verify the users log in go to the Customer > Administration > and their log in will be listed at the bottom of that page.

Java Issues on Mac for Insite

The Fix:

The good news: If you update you system through software update to the latest version of java you should be able to use Insite to its fullest extent. Or your computer probably says inactive plugin when the uploader comes up. Click the java screen where the inactive plugin shows and it will prompt you through the appropriate steps. If not send me an email and I will help you gary@niemanprinting.com .

Original Problem:

Apple has updated computers through an auto update. They have put Java on a malware list so it wont run. Here is an article if you would like to know more. http://tinyurl.com/a4s5q7b

Permanent (relative) fix 2-15-2013

 

Storefront Notifications

Question: How do I get a customer to receive notifications when an order is placed?

Answer: Go to the customer… > Click Manage > Customer Administration > Click the User (bottom of page) > Subscribe to Events> Scroll down to “Orders” and select the event that the customer would like to do.
Note: You can change your notifications the same way. Click your name in the upper right to get started.

Gary Nieman

 

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Insite Approval Process

The virtual approval process is he same as initialing and dating a hard copy proof. I will give a overview of the process as well as each step below is displayed below. Keep in mind all “notifications are customizable to the specific users needs. An example would be when a “Job is Created” if you are “subscribed to that event you will get an email notifying you that the Designer has “Created a Job”. 

Here is our scenario we have a Designer Our Customer and the End User. The Designers first step is to “Create a Job” then “Upload the Pages” and and they would “Approve The Page” to “Reviewed OK”.  This will automatically “Notify” the Broker and End User that there is a a file ready for review. The Broker sees a problem and makes a comment for the Designer “I thought this should be blue” and sets the page status to “Reviewed Not OK” . The End User “logs On” and sees this comment and “Makes An Annotation” That this is ok but finds another problem and “Makes An Annotation”  to make the word “Heavy” bold then “Rejects the Page” using “Request Corrections”. The Designer makes the corrections and a new file is “Uploaded”. The End User “Logs On” and sets the page to “Reviewed OK” but requests hard copy proofs. The Proofs are made and the End User would “Log On” and set the pages to “Final Approval” . This is only one scenario but you can see it can go any number of ways with anyone having different responsibilities. 

Short Notes:
Set Page to Reviewed OK when… Someone else needs to look at it or hard copy proofs are required.
Give Final Approval when… The job is ready to make plates.
Reject the Page to Reviewed Not OK when… You think something might be wrong and would like someone else to see but its ok if it gets printed.
Request Corrections when… You would like to send a report to the Designer about your comments.
Reject a Page when… You definitely do not what this to be printed.

In the approval process there are 2 approval levels and 3 rejection levels. We will start with approve…
Have a page open in Smart Review (we will explore another method in a minute) and click the green button at the top of the page. 

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If you would like someone else to look at this file or you are not the Final Approver “Set Page… To Reviewed OK”.
With the “Reviewed-OK” you still have the ability to perform any other actions with the page.

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This box will pop up. If the job is ready to be plated and no other proofs are needed select “Give Final Approval For Pages… “
When a page is set to “Final Approval” you can no longer remove the page or make comments. 
Once this is done it will trigger us to move your job to production.

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To “Reject” a page… Have a page open in Smart Review (we will explore another method in a minute) and click the red button at the top of the page. Here you will have 3 choices.

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The first choice is to “Set Page To Reviewed Not OK”. This lets someone know that you see something that may be wrong. This can be overwritten by the Final Approver.
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The second choice is to “Request Corrections”  This will set the status to Rejected and automatically generate a report and email anyone on the list. It will contain any  mark ups or live chat about the page. Once the page is rejected the page must be replaced.
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The third choice is “Reject Pages” . These last two options “Request Corrections” and “Reject Pages” are great ways to ensure this page does not get plated. 
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 Q.
Can a customer approve multiple pages at the same time or do they need to do it page by page? I know this is a scary question as approving multiples would mean they aren’t looking at them but the question was asked.
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Yes go to the: pages tab> select multiple pages > Click approve (in the right hand pane)

Insite Upload Issues Firefox

Updating the Mozilla Firefox software to version 3.6.11 on a Mac computer causes uploading to stop working. This problem applies to Mac OS X 10.4, 10.5, and 10.6.

Cause:
When you click the Upload button, nothing happens.   

Solution : 
-Remove the Firefox 3.6.11 software and downgrade the software to version 3.6.10. An older version of Firefox is available from: ftp.mozilla.org/pub/mozilla.org/firefox/releases/ 
-Use the Apple Safari software

If you are using Mac OS X 10.6.4, you can also use the following solution: 
-Update the Java version for the Mac to version 10.6, Update 3. This appears to fix the problem.

Gary Nieman
 C:214.564.8734