Elastic Support

Dashboard Functions 7

• Orders Widget
• Order Status Widget
• Custom Catalog Widget
• Print Jobs Widget
• View Catalogs Widget

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Create an Order 13

• Create 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

• View a Catalog
• View a Catalog 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 2

• Order History Basics
• Export CSV

Sharing 2

• Recommended Rep Sharing Pathways
• Share With Dealer

Create a Custom Catalog 5

• Create a Custom Catalog Screen
• Create a Custom Catalog
• Print (PDF Output)
• Share a Custom Catalog
• Menu (Custom Catalog)

Create a Whiteboard 8

• 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

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

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Videos 1

• Video Library

Webinars 9

• Sign Up for Webinars
• Custom Catalogs - The Basics
• Custom Catalogs - Beyond the Basics
• Rep Focused Webinar: Master Your Virtual Sell-In Strategy with Elastic
• Dealer Focused Webinar: Learn Efficient Pathways & Techniques

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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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