When converting to Cloud-Hosted Printer's Plan from a local installation there are several parts of the workflow that may change. This document is to help with the conversion.
When converting to a Cloud-Hosted Printer's Plan environment some of the workflows will be different because the files are now hosted on a web-accessible machine and not a local computer.
If using Windows 10 it is recommended to use the Microsoft RemoteApp to put the remote resources on the local machine for quick access. There are many benefits to using RemoteApp.
Below are the expected changes and how they are handled in the new workflow:
- Email Templates - These templates will need to be updated from their defaults. There may be existing files on the preexisting local installation that can be transferred over.
- *Shipping Labels - If you have existing shipping labels that are formatted for OpenOffice, they will need to be placed in the cloud-hosted directory. If no existing labels exist, these labels will need to be updated before they can be used as they contain example information.
- SMTP Settings - If the previous configuration already had this configured, copying and pasting the data into the cloud-hosted environment is quick and easy. If previously using an email client, then the client should contain the information needed. Once located, copy into Printer's Plan's SMTP settings so emails can be sent from Printer's Plan.
- Exporting - Exporting documents such as CSVs for reports will be saved to the cloud-hosted machine by default. If using the web browser, there is an integration with 'pCloud' that is set up for convenience but if using Microsoft RemoteApp these files can be saved locally easily.
- Document Routing - In Printer's Plan 2020 a feature called 'Intelligent Document Routing' was added to easily find all documents in Printer's Plan related to customers. In the previous workflow, there may have been an existing folder that contained all documents. If using a web browser then the 'pCloud' integration can help get your files to your local machine. If using the Microsoft RemoteApp then you can easily save these files to a local file once generated.
- Printing - When printing documents using the web browser a PDF may be generated that you save locally. If using the RemoteApp then the print job can be redirected to local printers.
*Shipping Labels is an optional tool in Printer's Plan and may not be available.