Elastic Support

Dashboard Functions 7

• Orders Widget
• Order History Widget
• Collections Widget
• Print Jobs Widget
• View Catalogs Widget

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Create an Order 15

• Placing a New Order
• View Catalog Screen (Order)
• Standard Order Build Screen
• Quick Order Build Screen
• Enter Quantities Screen

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Key User Flows 8

• Explore Catalogs
• Explore Catalogs Flow
• Create Standard Order Flow
• Create a Quick Order Flow
• Create a Whiteboard Flow

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Order Imports/Exports 8

• Import a File
• Export to XLSX
• Export Order PDF
• Create an Availability Output (Excel)
• Create an Availability Output (PDF)

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User Menu 2

• Preferences
• Account Settings

Order History 3

• Order History Basics
• Export XLSX
• Create a Reorder

Sharing 2

• Recommended Rep Sharing Pathways
• Share With Dealer

Create a Collection 5

• Create a Collection Screen
• Create a Collection
• Print (PDF Output)
• Share a Collection
• Menu (Collection)

Create a Whiteboard 7

• What is a Whiteboard?
• How do I create a Whiteboard?
• Whiteboard Layout Templates
• Adding and duplicating pages in your Whiteboard
• Important Keyboard shortcuts in Whiteboard

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View a Catalog 6

• Select a Catalog Screen
• View a Catalog Screen
• View Page Types
• Notes & Catalog Revisions
• Ratings

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Videos 2

• Video Library
• GOA / NuOrder Import a File Tutorial

Webinars 8

• Sign Up for Webinars
• Best Practices for Trade Show & Sell-In Season
• Retailer Webinar: The Beginner's Guide to Elastic
• Webinar Recording: New UX Walk Through
• Elastic Roundtable - 11.18.21

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Video Scripts 6

• New User Registration Script
• Resetting Your Password Script
• Dashboard Navigation Script
• Creating a New Order Script
• Standard Order Mode Script

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Campaigns 5

• Campaigns
• Create a Campaign Group
• Creating a Campaign
• Design a Campaign Email
• Subscribe to Email Campaigns

Metrics 1

• Metrics Guide for Reps and Dealers