My Clients

My Clients has the following options:

• Search: Search your My Clients database
• Create New Client: Create a new client website
• Paging controls: Set number of pages, navigation controls, page size, and list totals
• My Clients list:
  • Edit: Edit a client website.
  • Archive: Select the icon to archive a client website. Archived websites are inactive but are not deleted. To view archived websites in search results, check the Include Archived? box. To restore an archived website, select Un-archive.
  • Delete: Delete a client website
  • Name: Client name
  • Owner: Dealer owner of the client website
  • Client Website: Select Preview to preview the My Sharp client website
  • Last Email Date: Shows the most recent email date

• Select Create New Client.
• Complete the step 1, 2, and 3 fields.
• Step 1. Client Name: Enter the client name.
• Step 2. Sales Representative's Email: Enter the client’s sales representative e-mail address or select Use My Email.
• Step 3. Customer's URL: Enter text that will be part of the URL path. Be sure to use all lowercase letters without spaces.
• Type: Leave the default as Normal (web browser).
• Select Next.

Step 4. Select a banner image and/or an advertising image.

The Custom Banner Image has three options.

• None (Default)
• URL: Enter the URL of the dealer logo (e.g. https://www.dealerwebsite.com/MySharp_Client_Logo.jpg).
• URL requires the dealer to host images on their website. Cloud file storage and sharing services (e.g. OneDrive, Dropbox™, Google Drive™) are not supported.
• File: Choose a file from the drop-down menu or select Upload New File.

The Advertising Image has three link options.

• None (Default)
• URL: Enter the URL of the dealer logo (e.g. https://www.dealerwebsite.com/MySharp_Client_Ad.jpg).
• URL requires the dealer to host images on their website. Cloud file storage and sharing services (e.g. OneDrive, Dropbox™, Google Drive™) are not supported.
• File: Choose a file from the drop-down menu or select Upload New File.

The Advertising Image Link field allows you to add a URL destination when the user clicks the advertising image. Choose to add a URL or leave the default as no link destination.

Additional Banner Links

Step 5: Add additional banner links (optional).

Note: The number of banners is limited to available header space.

• Select Disable built-in links to hide all banners on the client site.
• Select Create New Banner Link to add a banner and link it to the customer My Sharp website header.
1. Enter a name for the additional banner link.
2. Enter the URL.
3. Select Save Changes to add the banner and return to the Edit Client page or select Previous Page to return to the Edit Client page without saving changes.

Step 6. Add Products

Add, edit, or delete the products featured on the client My Sharp website.

• Check the Quick Setup box to automatically assign all available products, documents, and demos.
• OR
• Select Add New Product to add a specific product.

1. Select a product.
2. Select a category.

Available categories (varies by product):

• All (Default)
• Administration
• Copying
• Document Filing
• Embedded Web Page
• Faxing
• Network Printing
• Network Scanning
• Printing
• Scanning
• Supplies
• Security
3. A list of available demos will display. Choose from the list or select all.
4. Choose Select Demos to save and proceed.

The saved demos appear in Step 4: Manage Selected Demos. Before saving the client website, you can add or delete demos.

• You can Preview, Delete, or Archive this website.
• Selecting Previous Page returns to the Edit Clients page but does not save the client website.
• Be sure to select Save Changes to complete the client website.
• Select Send E-mail to personalize an email from My Sharp,^™ to send to your client or prospect.