Secure Checkout Version 1

Installation

** IMPORTANT - Couto Solutions recommends that you backup your Telligent applications and your Telligent database before installing, uninstalling, or upgrading any of our products. If you are not familiar with backup procedures please consult with your administrator.

1. Download Installation Files
2. Install Building Blocks Framework
3. Install Secure Checkout
4. Activate Products

Manage Building Blocks

1. View the Control Panel
2. View the Dashboard Menu
3. View the Building Blocks Dashboard

Secure Checkout Control Panel

Secure Checkout Administration

1. Contracts

   1. Manage Contracts
   2. View a Contract
   3. Add a New Contract
   4. Edit a Contract
      1. Force Contract Update
   5. Previous Versions of Contracts

2. Email Notice Schedules

   1. Manage Email Notices
   2. View an Email Notice
   3. Add a New Email Notice
   4. Edit an Email Notice
   5. Delete an Email Notice
   6. Delete an Email Notice Associated with an Email Notice Schedule
   7. Manage Email Notice Schedules
   8. View an Email Notice Schedule
   9. Add New Email Notice Schedule
      1. Add an Email Notice to an Email Notice Schedule
         1. Add an Email Notice from an Email Notice Schedule
      2. Remove an Email Notice from an Email Notice Schedule
   10. Edit an Email Notice Schedule
   11. Delete an Email Notice Schedule

3. Credit Card Terminal

4. Reports

   1. Credit Card Sales Report
   2. Export Report Data to CSV File

Secure Checkout on your Website

Secure Checkout on your Website

1. The Shopping Cart

   1. View your Shopping Cart
   2. Use the Shopping Cart
   3. Remove an Item from your Shopping Cart

2. Creating Account Wizard

   1. Create an Account - Step 1
   2. Create an Account - Step 2
   3. Create an Account - Step 3
   4. Create Account Navigation Icons

3. Confirming Your Purchase & Checking Out

   1. Order Confirmation & Checkout
   2. View & Print your Invoice

4. Member Information

   1. Edit your Profile
   2. Edit Member Information
      1. Change Your Name
      2. Change Your Phone Number
      3. Change Your Address
      4. Edit/Provide Mailing Instructions
      5. Edit Mailing Address & Phone Number Display Settings

5. Purchase History

   1. View Purchase History
   2. View Invoices
   3. Print Invoices