General Settings

PRINTJOBMANAGER > Knowledge Base Documentation

In this chapter:

General Settings (Settings > General Settings)

  • Login to PrintJobManager
  • Review/Edit your Company information
  • Set default due dates and estimate dates
  • Configure your email settings
  • Add your company logo
Login to PrintJobManager using the URL http://printstage.aleyant.com/

Enter the Username & Password that was provided in your Activation email, then click on Login.

 

General Settings – General

We set up your General information when your account was activated; please make sure that it is correct. Click the question mark [?] for updated information about a field.

  • Company Name (Required): Check to make sure that your Company information is correct. If the information is incorrect you may change it here by simply highlighting the text within the field and entering the correct information.
  • Home Page Url: Click the Home Page Url drop-down to choose List Estimates/Jobs or Quick List as the default view displayed after login.  
  • Time Zone: Time Zone is not a required field but it is important that you select the correct time zone for your location for reports and emails. Use the drop-down arrow to select the correct Time Zone.
  • Culture: Although not required, Culture determines your Currency settings. Use the drop-down to select the correct currency setting.
  • Use Subscriber Culture: Check this box so the correct currency date format displays appropriately throughout PrintJobManager.
Remember to click Save after making changes in this section.
 
 

General Settings – Default Dates

  • Default Due Date: Select the default due date that will be included for all jobs and estimates (between 1-99). For example, if 5 is chosen, then the default due date would be 5 business days from the current date.  
  • Include Weekends: If Include Weekends is checked, due date includes Saturday and Sunday.
  • Default Estimate Expiration Date: Enter the default number of days that Estimates remain valid.

Remember to click Save after making changes in this section.

 
 

General Settings – Login

  • Maximum Login Attempts: Use the drop-down to select the number of unsuccessful login attempts user is allowed before being locked out (5, 10, 15, 20 or 25 attempts).

  • Timeframe for Bad Attempts: Select the timeframe in which a user can enter invalid passwords before being locked out (5, 10 or 15 minutes).

  • Lockout Time: Enter the amount of time that a user will be locked out due to unsuccessful login attempts (2, 5, 10 or 15 minutes).   

Remember to click Save after making changes in this section.

 
 

General Settings – Email

To set up your email, enter the required information. If you do not have the information at first set up, you can come back and enter it later. Note: Email notifications will be sent from Aleyant SMTP until this is set up. The system will work the same, but you will not have control of emails.

  • SMTP Server: Enter SMTP server IP address, or DNS.

  • Account: Enter SMTP server login.
  • Sender: Enter the Sender Name to appear as the “From” in emails sent.
  • Port: Enter SMTP server port.
  • SSL: Check SSL if server is SSL-enabled (SSL is a security layer). If you are unsure, ask the administrator of your email server.
  • Password: Enter the SMTP server password.
  • Sender Email: Enter Sender Email Address to appear as the “From” email address.  
  • Communicate using send email: If checked, all communications will appear to be from sender. If unchecked, all communications will appear to be from logged-in user.

Remember to click Save after making changes in this section.

 
 

General Settings – Logo

To upload your logo, select the Upload Logo Image File button. You will be directed to your local file manager to locate the file (.png, .jpg, .gif, .bmp). Once you have located the file, click open or save and the file will be uploaded. The status will change to Done when your file is successfully uploaded. (Please size your logo accordingly). This logo will be used on various forms throughout PrintJobManager.

Remember to click Save after making changes in this section.

 
 

General Settings – Instructions

The Instructions screen allows you to customize templates for emails and instructions. There are templates for Acknowledge Payment, Estimate, Estimate Rejected, Order Acknowledgement and Payment Request. Select a template from the drop-down for editing. Note: not required for initial setup.

Remember to click Save after making changes in this section.

 
 
 
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support