Training Session
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Areas Covered
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Sequenced Training #1
The User Guide
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Understand how to access the User Guide and use the search feature
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Sequenced Training #1
System Preferences
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Understand the default settings in System Preferences
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Sequenced Training #1
Item and Specification Templates
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This videos covers how item and specification templates work.
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Sequenced Training #2
Address Book
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This video covers how to set up new projects.
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Sequenced Training #2
Projects
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This video covers how to set up new projects.
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Sequenced Training #3
Item Detail Overview
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This video provides an overview of the Item Detail View.
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Sequenced Training #3
Item List views
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This video covers the different list view options and how to set your personal default list view.
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Sequenced Training #3
Working with Images
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You can do a lot with images in DesignSmart and this video will show you how to take full advantage of them.
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Sequenced Training #3
Item Detail View - Left Panel
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This video will primarily focus on the left panel of the Item Detail View
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Sequenced Training #3
Products
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This video will cover how your firm can take advantage of Products and the Products Library in DesignSmart.
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Sequenced Training #3
Pricing
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This video will cover how pricing works in DesignSmart
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Sequenced Training #3
How Reports Work
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Creating reports in DesignSmart is easy as long as you understand two simple rules.
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DesignSmart Companion
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This video will cover how to use the DesignSmart Companion. The Companion makes it easy to grab information from a vendors website and push it into DesignSmart.
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DesignSmart Overture
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DesignSmarts new Overture module makes it quick and easy to create client presentations that reflect the designers vision. In This two part video series you will learn how easy it is to create your own Overture Presentations.
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Expediting
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This video will cover the Expediting or Order Tracking features in DesignSmart
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Purchase Orders
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This video will cover Purchase Orders
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Specifications
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This video will cover how to create Specifications in DesignSmart
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Address Book
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This video will cover the Address Book
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Tasks
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This video will cover how you can use the DesignSmart Tasks Module
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Markups Explained
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In this video we will discuss the three different ways that markups can be configured in DesignSmart.
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