Portal User Manual 2018x HK Order 2019

User Manual:

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UsingtheHolland&Knight

BusinessCardandFYIPadOrderPortal



Contents

ABOUTTHEPORTAL........................................................................................................................1

Purpose...........................................................................................................................................1

Highlights........................................................................................................................................1

TOACCESSYOURORDERPORTAL......................................................................................................2

CHANGEPASSWORD.......................................................................................................................3

FORGOTPASSWORD.......................................................................................................................4

CHANGINGACCOUNTINFORMATION..................................................................................................6

PORTALPRODUCTS.........................................................................................................................7

PARTNERBUSINESSCARD................................................................................................................9

RushOrders...................................................................................................................................15

CheckingOut.................................................................................................................................16

MULTIPLEORDERS........................................................................................................................18

RESTORINGYOURCART..................................................................................................................20

DOUBLE‐SIDEDBUSINESSCARDS......................................................................................................20

FOREIGNLANGUAGE......................................................................................................................22

ADMITTEDDISCLAIMERSONBUSINESSCARDS.....................................................................................22

VIEWORDERS..............................................................................................................................22

REPEATANORDER........................................................................................................................23

SUPPORT.....................................................................................................................................26

1

AboutthePortal

Purpose

TheHolland&KnightStationeryOrderPortalwasdevelopedforeasyorderingofBusinessCardsandFYI

Pads.EverylocationcanplacetheirordersthroughtheHKOrderportal.Theredesignedportalcanbe

accessedbythefollowinglink.

https://hkorderportal.com

Eachlocationwassentaloginandinitialpasswordfortheirspecificlocation.Itistheresponsibilityofeach

officelocationtokeeptheirbusinessandshippinginformationcurrent,aswellasdesignatingastaff

membertoactasanadminfortheirlocationonthePortal.Theadminwillbethe“pointperson”thatwill

receiveallorderconfirmationsfortheirlocation,andwillbethepersoncontactedwithanyquestionsthat

mayariseonthePortal.

Highlights

Afterthepersonalizeddatahasbeenenteredforaproduct,aPDFoftheproductwillbecreatedfor

proofing,printingandapproving.Pleasebesurethatyourdataand/orproofiscorrect.Youwillnotbeable

toprocesstheorderuntilyouverifyallinformationiscorrectontheproof.PDFproofswillnotbesent

exceptforspecialorderitems.

PleaseNote:Informationshouldbeenteredexactlyasitistoappearonyourstationery.

Example:Theemailaddressshouldbeformattedcorrectly,enteredasalllowercaseletters.Phone

numbersshouldincludedotsbetweentheareacodeandexchange.(i.e.123.123.1234)

Oncepersonalizeddatahasbeenentered,aproofcanbecreatedimmediatelyonscreennexttothedata

entered.Ifmodificationstothedataareneeded,theycanbemadedirectlytothedataandanewproof

generated.

PleaseNote:Proofcanbemagnifiedbyhoveringoverthetemplate.Toprintproof,clickonthe“Print

ProofButton.”

Theadminortheorderentrypersonforeachofficeshouldreviewtheproof(and/orthedata),before

submittingtheorder.

Oncetheorderissubmitted,aconfirmationoftheorder,includingacopyoftheproof,willbesenttothe

adminemail.Dependingontheproduct,BusinessCards&FYIPadsaregenerallycompletedandshipped

within2‐3days(PartnerCardswilltake5‐7businessdays).Specialrequests,i.e.customlayoutsor

expediteddeliveries,willbeaccommodatedasnecessary.



2

ToAccessYourOrderPortal

Toenterthewebsite,logintohttps://hkorderportal.com

Youcanthenloginwithyourusernameandpassword.Eachlocationhasauniqueusernameandpassword

thatwasassigned.ContactSupportforhelpwithlogins.YoumustbeloggedintoaccesstheOrderPortal.





3

ChangePassword

Tochangeyourpassword,clickunderusernameandadropdownmenuwillappear.Clickonthe“Change

Password.”



Youwillbepromptedtoenteryournewpasswordandconfirmthenewpasswordonthescreen.

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

4

ForgotPassword

Ifyouforgotyourpasswordyoucanclick“ForgotPassword?”linktogainaccess.



Anewscreenwillappear.YoumustknowyourUsernameinordertoupdateyourpassword.





5

Onceyouenteryourusername,anemailwillbesenttotheadminontheaccount.

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Followtheinstructionsinthatemailtoresetyourpassword.

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

6

Anewscreenwillappear.



ChangingAccountInformation

Onceyouareloggedin,clickunderusernameandselectMyProfilefromthedrop‐downlist.

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7

Anewscreenwillappearandlocationinformationwillbedisplayed.Changetheinformationasneeded

andselectUpdateProfile.



PortalProducts

TheHolland&KnightOrderPortalhasthefollowingproductsavailablefororderingonline.

Partner Business Cards and/or FYI Pads

1. PartnerBusinessCards

(Partner Business Cards should be ordered for Partners ONLY)

2. PartnerFYIPads

(Partner FYI Pads: Note pads with contact info; Titles do not appear on FYI pads)

3. PartnerBusinessCards&FYIPads

(Partner Business Cards & FYI Pads Combination)

8

Associate Business Cards and/or FYI Pads

1. AssociateBusinessCards

(Associate, Senior Counsel, Of Counsel Business Cards should be ordered here)

2. AssociateFYIPads

(FYI Pads: Note pads with contact info; Titles do not appear on FYI pads)

3. AssociateBusinessCards&FYIPads 

(Business Cards & FYI Pads Combination) 

Staff Business Cards and/or FYI Pads

1. StaffBusinessCards

(All Staff Business Cards)

2. StaffFYIPads

(FYI Pads: Note pads with contact info; Titles do not appear on FYI pads)

3. StaffBusinessCards&FYIPads

(Business Cards & FYI Pads Combination)

Theorderingprocessforenteringyourdata,selectingaquantity,addingtheitemintoyourcart,

modifyingyourdata,creatinganonlineproof,andsubmittingyourorderisthesameforallproducts.

Thefollowingsectionusesthe“PartnerBusinessCard”asanexampleforallproducts.



9

PartnerBusinessCard

Pleasenote:ThisisanexampleoftheorderingprocessforAllProducts

Fromthemainscreenselect“PartnerStationeryItems.”





10

OnceyouselectthePartnerStationeryItems,onthenextscreen,selecttheproductyouwishtoorder.



Onceyouselectproduct,anewscreenwillappear.Select“EnterYourProductData.”



11

EnteryourinformationexactlyasitistoappearonthebusinesscardorFYIpad.Thetitleenteredmustbe

ontheapprovedtitlelist.ForaPartner,AssociateorStaffcard,usethedrop‐downarrowtomakeyour

selection,orasyoutype,thelistoftitleswillnarrowtoyourselection.(i.e.type“S”toseeallapproved

titlesthatbeginwith“S”).Ifthetitleenteredisnotontheapprovedlist,youwillbepromptedtocorrectit

beforecontinuingyourorderentry.

Theemailaddressshouldbeformattedcorrectly,enteredasalllowercaseletters.Phonenumbersshould

includedotsbetweentheareacodeandexchange(i.e.123.123.1234).Youcanalsonoteanyother

necessaryinformationaboutyourorderinthe“SpecialInstructions”area.

Fieldsenteredincorrectlywillautomaticallybehighlightedinredtonotifytheuserthattheyneedtomake

achangebeforeproceeding.

Youmustcreateorupdateaproofbeforeaddingtheproducttoyourcart.





12

Fromthisscreenyoucancreateyourproofdirectlyonthescreen.YoucanhoverovertheTemplateor

Prooftomagnifytheinformationandalsoprinttheproof.





Tocreateapdfoftheproof,clickonthetemplateandanewwindowwillappear.

Afteryouverifyallinformationiscorrectandcreateaproof,youcanaddtheitemtoyourcart.

13

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

14

Oncethecardhasbeenaddedtothecart,the“MyCart”screenwillappearshowingtheinformationthat

hasbeenentered.

Youwillbeabletoupdatetheorderquantityonthisscreen.



Verifythatalltheinformationiscorrectasenteredandthecorrectquantityisselected.

Youcanthenproceedtocheckout,rushtheorderorcontinueshoppingfromtheMyCartscreen.

15



RushOrders

Ifanorderisneededbyacertaindateyoucanrushanorder.Inordertorushanorder,the“RushThis

Order”buttonwillneedtobecheckedandadateenteredthatthecardswillbeneeded.Ifadateisnot

entered,theorderwillbeproducedASAP.Anycardsinthecartwillberushed.Ifyouonlyneedoneitem

rushed,onlythatordershouldbeinthecartbyitself.



Pleasenote:Partnercardswillhavedigitalcardsproducedandshippedwhiletheengravedversionis

beingproduced.



Whenordersarerushed,ontheordercheckoutpageyouwillseeinformationontherushorder.

16



CheckingOut

Clickon“ProceedtoCheckout”toproceed.

Afterclickingon“ProceedtoCheckout,”the“OrderCheckout”screenwillappear.

17



Fromthispageyoucanreviewyourorderorchangetheshippinginformationfortheorder.Youmust

selecttheboxthattheproof(s)is/areapprovedinordertoproceedwithcheckingout.

Oncethisboxhasbeenchecked,youcanplaceyourorderbyselecting“Yes,PlacemyOrder.”

Onceyourorderhasbeenplaced,anOrderConfirmationReceiptwillappear,andanemailconfirmation

willbesenttotheaccountadmin’semailaddress.

YoushouldalsoprinttheConfirmationPagefromthisscreenforyourfile.

18



MultipleOrders

Onceinyourcartyouhavetheoptiontoaddadditionalorderstoyourorderorproceedtocheckout.

Selectthe“ContinueShopping”buttonfromtheMyCartscreen.



19

Youcanalsoremoveindividualitemsfromyourcart.



SavingYourCart

Onceanitemhasbeenenteredintoyourcart,youhavetheabilitytosavethecartforlateruse.Usethis

feature,forexample,ifyouhaveenteredoneormoreitemsintoyourcartbutarenotreadytoplacethe

order.Youwillhavetheabilitytoretrievethecartatalatertimetocompletethetransaction.

Tosaveyourcartforlateruse,clickonthedropdownnexttothe“MyCart”menuitemonthetopmenu

andadrop‐downmenuwillappear.Clickon“SaveCart”andyouritemswillbesavedforlaterretrieval.





20

RestoringYourCart

Toaccesstheitem(s)savedinyourcart,youmustbeloggedintothewebsite.Hoveroverthe“MyCart”

menuitemonthetopmenubarandadrop‐downmenuwillappear.Clickon“RestoreCart”andyourcart

willberestoredwiththeitemsinitwhenitwassaved.Thesavedcartwillberemovedafterretrieval.Save

thecartagaintopreservethesavedcart.



Double‐SidedBusinessCards

Partners get double-sided cards engraved on one side and printed on the other. All others are digital only.

Toplaceanorderfordouble‐sidedpartnerbusinesscards,logontothewebsite.Selectthedoublesided

businesscardoptionandenteryourproductdetail.PleasebeadvisedthatallDoubleSidedCardswill

automaticallybereviewedforcorrectnessbeforeproduction.Nofurtheractionisrequiredbythelocation

adminuponsubmission,butdeliverymaybedelayedbyadayortwoduringthisreviewprocess.

21



Entertheinformationneededforbothsidesofthecard.Theinformationenteredforfrontsidewillbethe

engravedsideofthebusinesscard.Reversesideinformationwillbeprinted.

Oncedatahasbeenenteredandsubmitted,yourorderwillbereviewedforapprovalbeforeprinting.No

furtheractionisrequiredbythelocationadminuponsubmission,butdeliverymaybedelayedbyadayor

twoduringthisreviewprocess.

Note:Internationallocationsdonothaveanyformattingrestrictionsfortheirphonenumbersonthe

reversesideoftheDoubleSidedBusinessCardDataEntryscreenstoallowphonenumberentryoutside

theirnormallocations.Pleaseenterthecorrectnumberformattingcarefullyorenterthereverseside

numbersinthe“SpecialInstructions”area.Pleasereviewthesephonenumberscarefully.

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ForeignLanguage

AnyspecialcardswillneedtobesenttoourprintpartnersviaPDFbySheriTesta.TheCreativeTeamwill

onlybeinvolvedonspecialcardsthatrequireaforeignlanguageoradisclaimer.Therequesterwillneed

tosendaneditable(Worddocument)containingtheforeigncharacterstheywishtoincludeonthecard

forthepartner’snameandtitle.Aproofwillbesenttoapprovepriortoprinting.

AdmittedDisclaimersonBusinessCards

Ifan“admittedstatement”needstobeaddedtobusinesscards,pleasesendthisinformationtoSheri

Testaforlayout.Aproofwillbesenttoapprovepriortoprinting.

ViewOrders

Toaccessyourorderhistory,clickonyourusernameandadrop‐downlistwillappear.Select“MyOrders.”

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Usingthe“SearchBox”youcansearchforordersand/orviewallordersplacedbyyourlocation.You

areabletosearchforanywordthatiscontainedintheemailconfirmationforeachorder(i.e.if

searchingfor“PartnerCardOrders”typein“Partner”andclickthesearchbutton,allthe“Partner

Card”orderswillshow.Ifyou’researchingforaspecificperson,typetheirnameinthesearchboxto

showalltheorderswiththecorrespondingname).CategoriescanbesortedbyselectingtheUpor

DownarrownexttotheDateorConfirmationNumber.

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RepeatAnOrder

Anordercannowberetrievedandautomaticallyplacedintoanewcartforreorders.

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Locationadminsshouldbeawarethattheycanviewtheirlocations’previousordersfromthe

Location’spulldownmenu(farrightsideofmenubar).Now,whenviewingapreviousorder

throughthe“MyOrders”pulldownmenu,anewbuttonisavailable:“RepeatThisOrder”.When

selected,thepreviousorderwillbeplacedintoyourcartasifthedatawasnewlyentered,proofed,

andthenaddedtothecart.Atthispointthecartcanbeedited,includinggeneratinganewproof,

24

addedbacktothecart,andtheordercanbeplacedthesameasanyotherorder,i.e.editthedata,

addanewspecialinstructionorspecifyaRUSHorder.

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25

RepeatOrderScreen

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ConfirmationtoCartSuccessMessage

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ImportantNote:Therepeatorderfunctionalityworkswithordersplacedasof9‐4‐18.Ordersplacedprior

tothisdatemaynothavethisfunctionality.Pleaserememberthatyoumayemailaconfirmationnumber

directlytoG+Dtorepeatanorderpreviouslyplaced.ThiswouldbeanEXACTrepeat,unlikethenewfeature

whichallowseditingdirectlyfromthecartoncetheorderhasbeenrepeated.

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Graphics+Designisavailabletoansweranyquestionsyoumayhaveortoscheduleaone‐on‐onedemoof

thenewfeatures.ReachouttoAllenorDaniatsupport@g‐d.comorcallthemdirectlyat813‐254‐9444.

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26

TIP:Clickonthesorticontotherightof“Date”inthe“MyOrders”listtosortthelistbydate.

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Support

NeedsomehelpwiththePortal?Haveaquestionaboutyourorder?Haveaspecialrequest?Youcan

contactsupportbyphone,fax,email,orsubmitasupportformonlinebyselectingthe“Support”menu

itemfromthetopmenubaronthePortal.

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