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Table of Contents
Chapter 1: Login/Dashboard............................................................................................... 3
Chapter 2: Homepage ......................................................................................................... 4
The Application Toolbar................................................................................................. 5
Searches ...................................................................................................................... 5
Projects ....................................................................................................................... 5
Presentations............................................................................................................... 5
Community .................................................................................................................. 6
Tools............................................................................................................................ 6
Preferences ...................................................................................................................... 6
Help............................................................................................................................. 7
Quick Navigation Toolbar .............................................................................................. 7
Chapter 3: Searching........................................................................................................... 8
Product Quick Search ..................................................................................................... 9
Product Advanced Search ............................................................................................... 9
Supplier Quick Search .................................................................................................. 11
Supplier Advanced Search............................................................................................ 11
Viewing Your Results................................................................................................... 12
Product Quick View...................................................................................................... 14
Product Tile View ......................................................................................................... 14
Product Detail View...................................................................................................... 15
Narrowing Your Results ............................................................................................... 17
Saving Searches ............................................................................................................ 18
Chapter 4: Using the Clipboard (how to save your products) .......................................... 19
Chapter 5: Projects............................................................................................................ 21
Creating and Naming Folders ....................................................................................... 21
Creating a Sub Folder ................................................................................................... 22
Deleting Folders............................................................................................................ 22
Copy and Paste Folders................................................................................................. 22
Searching in Projects..................................................................................................... 23
Filters ............................................................................................................................ 25
Chapter 6: Presentations ................................................................................................... 26
Cover Page .................................................................................................................... 26
Header ........................................................................................................................... 28
Footer ............................................................................................................................ 29
Closing Page ................................................................................................................. 30
Creating a New Presentation......................................................................................... 30
Layouts...................................................................................................................... 31
Cover page ................................................................................................................ 31
Header....................................................................................................................... 31
Products .................................................................................................................... 32
Footer........................................................................................................................ 34
Closing Page............................................................................................................. 35
Presentation Toolbar ..................................................................................................... 36
Saving........................................................................................................................ 37
Sending...................................................................................................................... 38
Chapter 7: Preferred Suppliers.......................................................................................... 39
Preferred Pricing and Notes .......................................................................................... 40
Chapter 8: The Event Planner ........................................................................................... 42
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