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Cloud-Hosted Printer's Plan Workflow Follow

This article outlines and demonstrates Cloud-Hosted Printer's Plan's workflow and features. When migrating from a locally-hosted network installation of Printer's Plan to Cloud-Hosted Printer's Plan, please review each of these workflows as they may differ from your current workflow procedures. 

 

Cloud-Hosted Printer's Plan Workflow Features & Descriptions

 

How To Access Cloud-Hosted Printer's Plan 

  • Cloud-Hosted Printer's Plan uses a web browser to access a virtual Windows server. The URL to gain access is printersplan.printreach.com.
  • Use Microsoft RemoteApp to further enhance the connection for workstations that will use exporting, shipping labels, or 
  • Print Reach Software will provide initial user login credentials. Default Passwords can be changed through the web browser access. 

 

Sending Emails

  • Cloud-Hosted Printer's Plan uses your email provider's SMTP authentication information to send emails directly from the program.  
  • The Cloud-Hosted Printer's Plan directory has an "Email" folder containing all email templates available to use with Printer's Plan. These templates are HTML based. 
  • Attaching additional files to emails from Printer's Plan is possible through the RemoteApp configuration to access Cloud-Hosted Printer's Plan. 

 

Exporting Reports 

  • In order to export directly to your workstation, the RemoteApp access method is required on a Windows 10 or 11 PC. 
  • Mac users can configure the app "The Windows App" to access the Cloud-Hosted Printer's Plan directory. Any files saved on the remote cloud-hosted server can be copied and pasted to the local workstation.
  • Each workstation will need the appropriate configuration in order to export.

 

Creating Shipping Labels

  • The RemoteApp access method is required on each workstation that needs to create shipping labels. 
  • The "Shipping Data" file path in the Printer's Plan Main Menu option "Change Data Source Folders" will be set to a local save location such as "C:\PrintersPlan".
  • In the decided directory on your workstation, a "Shipping Label.txt" can be written containing shipping record data from Cloud-Hosted Printer's Plan. 
  • A Microsoft Word Macro-Enabled Template can be configured on your workstation to access the data on "Shipping Label.txt" in order to populate variable fields. 
  • A macro is recorded on the shipping label in order to auto-populate data once the file is opened. 
  • The shipping label can be printed to your decided label printer. 

 

Attaching Job Documents 

  • The RemoteApp access method is required to transfer files from your local network to the Cloud-Hosted Printer's Plan server.
  • Through the "File Explorer (Work Resource)" app added via the RemoteApp connection, files must be copied and pasted into a Job Documents directory. 
  • Once the files are copied, Cloud-Hosted Printer's Plan will be able to locate and link to the files through the traditional attachments workflow in Printer's Plan.

 

Printing To Local Printers

  • Web Browser Access Method: Clicking "Print Now" in the "Print & Email" window will create a PDF and save the file to your workstation's downloads folder. Once the PDF is downloaded, open the PDF with your preferred PDF viewer and print to a local printer. 
  • RemoteApp Access Method: The RemoteApp on Windows workstations ( The Windows App for Mac users) will allow Cloud-Hosted Printer's Plan to access all printers the workstation has access to. Just choose "Print To" in the "Print & Email" window for Printer's Plan and choose the redirected printer. 
  • Defaults set in Cloud-Hosted Printer's Plan will not be retained for any printers that are redirected through the RemoteApp. Using the "Print To" workflow is recommended. 
  • PDF Printing is possible through both web browser access method and RemoteApp access method. Web browser users will create PDFs via the standard "Print Now" workflow to create a PDF. The RemoteApp can use multiple PDF printers such as Microsoft Print To PDF or Adobe to create a PDF that can be saved to the workstation directly. 
  • PDFs created by Cloud-Hosted Printer's Plan are saved in a directory "PlanPDFs" within the installation directory on Cloud-Hosted Printer's Plan. RemoteApp users can access these directly to copy and paste by accessing the "Explorer (Work Resource)" app that the RemoteApp provides. 

 

 

 

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