Getting Started With RFMS In The Cloud - Isogent

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Getting Started withRFMS in the CloudGetting AroundAfter RFMS has been set up on your system, you will notice a few new icons on your desktop. These shortcuts are thegateways to accessing RFMS.To launch RFMS, click on the RFMS desktopicon. Your account credentials needed tologin to RFMS are included in the CloudLogin Information document.Depending on your RFMS setup, you willeither have the Attachments or Foldershortcut. Both of these icons provide accessto the RFMSPict folder, which is where youcopy files to be uploaded into RFMS.The Attachments shortcut launches the window on the left and the Folder shortcutlaunches the window on the right. The Attachments shortcut directly pulls up the RFMSPictfolder while the Folder shortcut opens the folder that contains RFMSPict.rfmshelp@isogent.com 214.790.7220 ext. 3002

Moving FilesUnlike most software booted up locally on your computer, you cannot drag and drop files into and out of the RFMSPictfolder. Instead, you have to use the copy and paste commands.Moving a file from the desktop to RFMSPict (and vice versa):1. Select the file you would like to move.2. Right-click the file and choose Copy OR use the keyboard shortcut CTRL C.3. Navigate to the intended location of the file.4. Right-click and choose Paste OR use the keyboard shortcut CTRL V.Example: To move the Test image to the desktop, you right-click and copy the file, thenright-click the desktop and paste.rfmshelp@isogent.com 214.790.7220 ext. 3002

PrintingFrom RFMSPrinting from the cloud can be annoyingly slow, so Isogent has installed a software called TSPrint on each workstation tospeed up the process. Not only does this make printing from the cloud much quicker, but also allows you to save PDFsfrom RFMS to the local system.The TSPrint icon (pictured to the right) is pinned to each workstation’staskbar at the bottom of the screen. Clicking this icon launches theTSPrint Client Options window as seen below.Changing the default printer:1. Launch TSPrint by clicking the icon pinned to the taskbar.2. Click the dropdown next to Default Printer under Printing Options.3. Choose which printer you would like to print to by default.4. When done, click Save.Example: To change the default printer, select a printer from the dropdown and then pressSave.rfmshelp@isogent.com 214.790.7220 ext. 3002

Printing from RFMS:1. Select an item in RFMS to print and press the Print button.2. In the dialog box that appears, set the destination to TSPrint Default.3. Press Print when finished.Example: To print an invoicefrom RFMS, print the file withthe destination set to TSPrintDefault.Saving a print job as a PDF:1. Select an item in RFMS to print and press the Print button.2. In the dialog box that appears, set the destination to TSPrint PDF.3. Press Print when finished.4. In the dialog box that appears, choose either to Save PDF or Send E-mail and follow the corresponding prompts.Example: To save a print jobas a PDF, print the file with thedestination set to TSPrint PDF.In the next dialog box, youchoose Save PDF to save tothe local machine.rfmshelp@isogent.com 214.790.7220 ext. 3002

Resetting &Fixing WindowsAt some point, you might change the window size and position of RFMS. Everytime you open RFMS afterwards, RFMS willopen up at the same size and position.In addition, if a Print Preview window disappears when attempting to print, no needoccurring.Resetting the window position:1. From the RFMS Main Navigator, open up any of the modules (in theexample below, we selected Order Entry).2. Choose Utilities from the top navigation bar.3. Click Reset Window Positions at the bottom of the dropdown.Preventing the disappearing Print Preview window issue:1. When printing, always make sure to Maximize the Print Preview window.2. Once maximized, then you can select Print.Recovering a missing Print Preview window:1. Press ALT Spacebar.2. Press the X keyboard button.3. Print as usual.4. Reset the window positions (see steps above).rfmshelp@isogent.com 214.790.7220 ext. 3002

RFMS in the Cloud rfmshelp@isogent.com 214.790.7220 ext. 3002 Getting Around Depending on your RFMS setup, you will either have the Attachments or Folder shortcut. Both of these icons provide access to the RFMSPict folder, which is where you copy files to be uploaded into RFMS. To launch RFMS, click on the RFMS desktop icon.

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