copyright © 2011 r. r. donnelley & sons company. all rights reserved. client-side rrd portal...

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Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

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Page 1: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Client-side RRD PortalUser Interface Summary(Click or Enter to advance presentation)

Page 2: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved. 2

Transition Slide

Subtitle

Many of our customers are once-again choosing to opt for the most secure methods of sending and receiving documents which RR Donnelley manages for them.

Whether already choosing to Log In to our secure Portal to your proofs, or merely considering it, please review this short illustration of the upgraded look and feel.

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Page 3: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

SENDD—clean, simple and secure

While most RRD customers receive proofs via email notifications every day, few are aware that all of their proofs are available in ordered form, on a secure web application for anytime, anywhere access SSL, 128-bit encryption, password- and firewall-protected No software required, no cost, no commitment Files maintained on the Portal regardless of proof/email preferences Completely proprietary, proven RRD technology, confidentiality ensured

Other RRD customers have already selected to log in, due to: Internal IT security demands Volume of work/numbers of deals Emails too numerous to manage Accustomed to similar Bowne/other systems and are transitioning to RRD

Whatever your preference, view this update to see the cleaner, simplified screens that will greet you on logging into the RRD Portal.

N.B.: Technical platform (SENDD) unchanged (no new IT reviews)

Only G(raphic) U(ser) I(nterface) upgrading

Page 4: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Login screen (simply GoTo: www.SENDD.com)

Even if you don’t log in to SENDD, you DO have a username and password by default of being our customer, so “set up” is instantaneous…contact Customer Service or Sales for immediate access

WebDrop remains accessible w/o LogIn, if desired

Click this to get a reminder of your password

(NOT a re-set, and NO delay)

Page 5: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Home screen: Redesigned Menu

Simplified menu options presented via top cursor-

over navigation

Deals: Files from RRD

WebDrop: Files to RRD

Messages: To/From WG members

Workgroup: Show colleague access

Page 6: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

This main screen lists all active Deals to which you have access

Deals> View Deal Proofs

1st view shows all accessible Deals in expandable, collapsible Folder/Subfolder format

Navigation Tips==> Click on Deal Folders to expand/show all the Jobs within==> Click on Deal Name to show ALL docs for every Job within==> Click on Job Name to expand/show all proofs within that Job==> Click on Document names to open, download,        print or email your proofs

*Click “Set as Default” to auto-land here*

Page 7: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Deals>Proof List

When you’ve selected a particular Deal or Job name (hyperlinked)

Seperately listed are Enhanced Format proofs such as EZBlues, XBRL and HTML Renderings for publishing on your web

Topmost listings are typical Typeset, EDGAR, and Print drafts

Click on any document hyperlink to Open/Save/Print

All document line entries Are time/date stamped,

most recent to top

Proof sections expand/collapse when clicked

Page 8: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Deals>Hide/Reveal Deals

Control which Deals appear on your My Proofs screen

Click Hide/Reveal radio buttons to manage My Proofs screen if it gets crowded, or Deals go inactive

Toggle between Hidden (Red) Deals and displayed (Blue) Deals

Page 9: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

WebDrop>WebDrop Files

WebDrop your files securely to any RRD site

New “Bulk” webdrop functionality enables multiple files to be stacked

and Submitted in one action

Progress indicators added

Fields for Site, Service Level and Purpose will aid CS to satisfy

timing and quality goals

Use Memo field to explicate further instructions

Page 10: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

WebDrop>Check WebDrop

New feature allows you to check history of files you “dropped” to RRD

Specify date span (minimum) and siteJob info (optional)

To get list of requests droppedIncluding links to original files

Customer Service receivesautomated notifications (including instructions)when you WebDrop files

**Files go directly onto our secure servers**

Page 11: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

My WebDrop>Create Profile

My WebDrop is a handy way to pre-populate fields of information you consistently use—to save you time typing instructions

Functionally “My WebDrop” identicalto WebDrop, except you can pre-identify

personal info and instructions—a time-saver for those volume users

If you haven’t yet, “Create My WebDrop Profile”

to enjoy this feature…”Update Profile”If details change

Page 12: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Messages>Post or View Messages

Messages is a simple note board shared by the Working Group members on a particular Deal…post, reply, append files

Post a message,Notify of same via emailAttach supporting docs

View messages postedReply (threaded)

History stays with DealUnless deleted

Page 13: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Workgroups>View Leads, Members

Workgroups are simple screens to show you which colleagues are current members of a particular Deal/Job

View Leads, View Members, pickup contact information…Also Update Your ProFile (next screen)

Page 14: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Workgroups> Update User ProFile

Updating your Profile keeps your information current for Workgroups as well as for RRD Customer Service.

Control your Password, personal information,

emails for notifications,Proofing Preference

(switch between doclinks in emailsand LogIn mode)

Page 15: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

XBRL Interactive Tab

XBRL Interactive is a specific workflow for Tier 3 XBRL clients—(Only those clients will see Workspaces active here. If interested, speak with your Sales Rep or Deal Manager)

Specialized steps designed enabling Tier 3 customers

to comply with SEC Detailed Footnote

XBRL regulations

EducationalLibrary/

Links for XBRL

Page 16: Copyright © 2011 R. R. Donnelley & Sons Company. All rights reserved. Client-side RRD Portal User Interface Summary (Click or Enter to advance presentation)

Copyright © 2011 R. R. Donnelley & Sons Company.All rights reserved.

Help/LogOut

On every page, you will see these two links:

Help to launch helpful tips for navigation

Logout when not actively reviewing files…for the obvious added physical security

Feedback on site performance, wishlist items or any problems can be provided directly to your CSR or Deal Manager…

They all know where and how to find Mike Giordano (click to email)

And RRD Portal Tech Support

For all system enhancements or problems